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Portfolio Diversification
Range
Most Diversified
35 instruments
June 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.8 instruments
Most Consistent Holdings
Top 5
GOOG99.55%
META99.55%
MSFT99.55%
AMZN99.55%
DIS99.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Inditex (ITX.MC) | 8.43% | 5.68% | 93.9% | - |
| Alphabet (GOOG) | 8.01% | 12.62% | 99.55% | - |
| Meta (META) | 7.16% | 7.25% | 99.55% | - |
| Microsoft (MSFT) | 5.8% | 4.15% | 99.55% | - |
 BlackStone (BX) | 4.82% | 3.01% | 99.55% | - |
 Holcim (HOLN.ZU) | 4.14% | 3% | 98.73% | - |
| Amazon (AMZN) | 3.78% | 3.64% | 99.55% | - |
 Brookfield (BN.US) | 3.64% | 3.69% | 92.18% | - |
 Caterpillar (CAT) | 3.5% | 7.05% | 95.36% | - |
 UBS (UBSG.ZU) | 3.38% | 3.7% | 99.55% | - |
 ABB (ABBN.ZU) | 3.35% | 5.84% | 95.36% | - |
 Swiss Re (SREN.ZU) | 2.7% | 3.47% | 84.17% | - |
| Disney (DIS) | 2.59% | 1.64% | 99.55% | - |
 BMW (BMW.DE) | 2.32% | 0% | 66.69% | 12/16/2024 |
 Bitcoin (BTC) | 2.2% | 7.63% | 45.2% | - |
 Richemont (CFR.ZU) | 2.05% | 0% | 72.73% | 4/4/2025 |
 Vonovia (VNA.DE) | 2.04% | 1.86% | 83.09% | - |
 Palantir (PLTR) | 1.83% | 0% | 56.45% | 7/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.67% | 0% | 63.83% | 5/14/2025 |
 Apollo (APO) | 1.61% | 1.72% | 89.32% | - |
 Ford (F) | 1.53% | 0% | 56.45% | 7/8/2024 |
 Intel (INTC) | 1.52% | 0% | 46.41% | 1/30/2024 |
 Wix (WIX) | 1.48% | 0% | 59.06% | 3/5/2025 |
 LVMH (MC.PA) | 1.14% | 0% | 57.47% | 3/27/2026 |
 3M (MMM) | 0.91% | 0% | 38.91% | 7/8/2024 |
 Paramount (PSKY) | 0.89% | 0% | 46.41% | 1/30/2024 |
 Interactive Brokers Group (IBKR) | 0.89% | 3.49% | 33.18% | - |
 Qualcomm (QCOM) | 0.87% | 0% | 57.91% | 1/27/2025 |
 Icahn Enterprises (IEP) | 0.84% | 0% | 21.61% | 12/28/2022 |
 Logitech (LOGN.ZU) | 0.81% | 0% | 37.64% | 9/27/2023 |
 Wise (WISE.L) | 0.72% | 0.52% | 93.01% | - |
 Host Hotels (HST) | 0.71% | 3.15% | 26.7% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.69% | 1.47% | 43.1% | - |
 Tencent (0700.HK) | 0.54% | 0% | 15.45% | 9/8/2022 |
 BASF (BAS.DE) | 0.54% | 0% | 37.89% | 9/19/2025 |
 Boeing (BA) | 0.53% | 1.62% | 32.17% | - |
 Prosus (PRX.NV) | 0.45% | 0% | 15.26% | 12/15/2022 |
 Brookfield (BAM) | 0.44% | 0% | 48.25% | 1/21/2025 |
 Markel (MKL) | 0.44% | 0% | 25.75% | 3/27/2026 |
 Baidu (BIDU) | 0.42% | 0% | 13.48% | 8/3/2022 |
 Nestle (NESN.ZU) | 0.42% | 1.12% | 32.61% | - |
 UnitedHealth (UNH) | 0.37% | 1.8% | 23.2% | - |
 Telefonica (TEF.MC) | 0.37% | 1.25% | 26% | - |
 Chubb (CB) | 0.34% | 1.27% | 27.84% | - |
 Bilfinger (GBF.DE) | 0.31% | 0% | 10.36% | 6/13/2022 |
 Adyen (ADYEN.NV) | 0.31% | 0% | 32.17% | 1/13/2025 |
 ProSiebenSat.1 (PSM.DE) | 0.31% | 0% | 23.33% | 9/27/2023 |
 Alibaba (BABA) | 0.28% | 0% | 15.38% | 9/7/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.27% | 0% | 25.24% | 9/23/2025 |
 Mondelez (MDLZ) | 0.27% | 0% | 15.26% | 9/19/2025 |
 Lam Research (LRCX) | 0.24% | 0% | 14.69% | 8/23/2022 |
 GM (GM) | 0.22% | 0% | 10.43% | 12/19/2024 |
 Vale (VALE) | 0.19% | 0% | 5.85% | 4/21/2022 |
 HarbourVest (HVPE.L) | 0.18% | 0% | 6.36% | 4/11/2022 |
 Volkswagen (VOW3.DE) | 0.18% | 0% | 15.96% | 6/7/2024 |
 AMD (AMD) | 0.17% | 0% | 5.53% | 3/29/2022 |
 Ams (AMS.ZU) | 0.17% | 0% | 6.99% | 4/21/2022 |
 Carrier (CARR) | 0.16% | 1.12% | 14.94% | - |
 Energy Transfer (ET) | 0.16% | 0% | 9.47% | 6/17/2022 |
 Douglas AG (DOU.DE) | 0.15% | 0.72% | 15.26% | - |
 Adobe (ADBE) | 0.14% | 1.31% | 11.06% | - |
 Fintech Acquisition Corp. V (FTCV) | 0.13% | 0% | 4.2% | 3/8/2022 |
 Global X Uranium ETF (URA) | 0.11% | 0% | 12.71% | 8/21/2024 |
 UMG (UMG.NV) | 0.11% | 0% | 11.57% | 5/14/2025 |
 TSMC (TSM) | 0.11% | 0% | 8.01% | 11/12/2024 |
 Uber (UBER) | 0.11% | 0% | 6.1% | 5/14/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.1% | 0% | 9.35% | 12/5/2024 |
 Aker BP (AKRBP.OL) | 0.1% | 0.73% | 15.32% | - |
 eToro Group LTD (ETOR) | 0.09% | 1.39% | 15.89% | - |
 Rio Tinto (RIO.L) | 0.09% | 0% | 7.06% | 5/10/2022 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.08% | 0% | 4.9% | 1/28/2025 |
 Sinopec (0386.HK) | 0.08% | 0% | 7.06% | 5/11/2022 |
 Franklin FTSE India ETF (FLIN) | 0.08% | 0% | 5.4% | 10/4/2024 |
 Porsche (PAH3.DE) | 0.07% | 0% | 15.96% | 6/7/2024 |
 Tesla (TSLA) | 0.07% | 0% | 9.09% | 6/20/2024 |
 Pfizer (PFE) | 0.06% | 0% | 5.53% | 3/29/2022 |
 Marvell (MRVL) | 0.05% | 0% | 4.07% | 2/7/2025 |
 Netflix (NFLX) | 0.05% | 1.2% | 3.56% | - |
 Solana (SOL) | 0.05% | 0.65% | 6.68% | - |
 Alibaba (9988.HK) | 0.04% | 0% | 5.59% | 3/30/2022 |
 Williams-Sonoma (WSM) | 0.04% | 0% | 8.84% | 10/27/2022 |
 Fiverr (FVRR) | 0.03% | 0% | 2.8% | 12/15/2022 |
 SPDR S&P Homebuilders ETF (XHB) | 0.02% | 0% | 2.23% | 3/5/2025 |
 Investec (INVP.L) | 0.02% | 0% | 1.14% | 1/18/2022 |
 Renovaro (LNAI) | 0.02% | 0% | 4.64% | 7/9/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.02% | 0% | 0.83% | 1/13/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.02% | 0% | 1.78% | 4/7/2025 |
 Nio (NIO) | 0.02% | 0% | 1.14% | 1/18/2022 |
 Madrigal (MDGL) | 0.01% | 0% | 7.06% | 7/8/2024 |
 Cardano (ADA) | 0.01% | 0% | 1.08% | 1/17/2022 |
 Arrival (ARVLF) | 0.01% | 0% | 0.95% | 5/10/2022 |
 KKR (KKR) | 0.01% | 0% | 0.32% | 3/10/2025 |
 Solventum (SOLV) | 0% | 0% | 0.64% | 4/12/2024 |
 Loomis (LOOMIS.ST) | 0% | 0% | 0.25% | 12/20/2024 |
 Accelleron (ACLN.ZU) | 0% | 0% | 1.4% | 10/27/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.58% | 11.04% |
| Bitcoin (BTC) | 16.62% | 9.2% |
| Meta (META) | 3.82% | 8.29% |
| Inditex (ITX.MC) | 3.65% | 6.75% |
| Microsoft (MSFT) | 4.19% | 5.07% |
| Caterpillar (CAT) | 2.98% | 4.85% |
| ABB (ABBN.ZU) | 3.44% | 4.23% |
| BlackStone (BX) | 4.26% | 4.13% |
| Swiss Re (SREN.ZU) | 4.7% | 4.12% |
| Brookfield (BN.US) | 3.99% | 3.95% |
| UBS (UBSG.ZU) | 2.55% | 3.88% |
| Holcim (HOLN.ZU) | 2.97% | 3.35% |
| Amazon (AMZN) | 3.49% | 3.34% |
| Interactive Brokers Group (IBKR) | 3.18% | 2.92% |
| Host Hotels (HST) | 3.18% | 2.63% |
| Vonovia (VNA.DE) | 3.67% | 2.34% |
| Apollo (APO) | 1.7% | 2.05% |
| Disney (DIS) | 2.8% | 1.91% |
| Markel (MKL) | 2.55% | 1.79% |
| Boeing (BA) | 2.12% | 1.69% |
| UnitedHealth (UNH) | 2.12% | 1.61% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 1.87% | 1.46% |
| LVMH (MC.PA) | 1.91% | 1.3% |
| Chubb (CB) | 1.91% | 1.28% |
| Nestle (NESN.ZU) | 1.76% | 1.19% |
| Telefonica (TEF.MC) | 2.25% | 1.12% |
| Douglas AG (DOU.DE) | 1.69% | 1.09% |
| Carrier (CARR) | 1.78% | 0.99% |
| Aker BP (AKRBP.OL) | 0.85% | 0.55% |
| Wise (WISE.L) | 0.42% | 0.53% |
| eToro Group LTD (ETOR) | 0.85% | 0.42% |
Cash & Instruments Over Time
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