Portfolio Diversification
Range
Most Diversified
46 instruments
November 18, 2025
Least Diversified
0 instruments
February 2, 2025
Average
38.9 instruments
Most Consistent Holdings
Top 5
AAPL99.72%
GOOG99.72%
META99.72%
MSFT99.72%
INTC99.72%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 6.05% | 11.79% | 99.72% | - |
| Microsoft (MSFT) | 5.46% | 7.47% | 99.72% | - |
 Waste Management (WM) | 5.38% | 5.54% | 69.32% | - |
 Alibaba (BABA) | 4.69% | 3.9% | 99.5% | - |
 LVMH (MC.PA) | 4.38% | 3.45% | 99.57% | - |
 iShares MSCI India ETF (INDA) | 4.05% | 5.07% | 60.8% | - |
 Nestle (NESN.ZU) | 4.01% | 2.68% | 72.23% | - |
 Berkshire Hathaway (BRK.B) | 3.96% | 5.78% | 58.31% | - |
 Palo Alto Networks (PANW) | 3.93% | 6.46% | 53.84% | - |
 Dassault Aviation (AM.PA) | 3.74% | 6.45% | 56.25% | - |
 Cardano (ADA) | 3.36% | 1.45% | 99.72% | - |
 Emerson (EMR) | 3.08% | 6.08% | 48.65% | - |
 Visa (V) | 2.1% | 1.4% | 99.72% | - |
 National Grid (NGG) | 1.99% | 4.62% | 41.48% | - |
 Linde (LIN) | 1.94% | 3.74% | 39.06% | - |
 Palantir (PLTR) | 1.82% | 5.61% | 99.72% | - |
 Ishares Nasdaq Biotechnology (IBB) | 1.59% | 1.04% | 99.57% | - |
 Ethereum (ETH) | 1.55% | 0.78% | 99.57% | - |
 Vinci (DG.PA) | 1.38% | 2.82% | 43.32% | - |
 Qualcomm (QCOM) | 1.11% | 0.72% | 99.72% | - |
 Salesforce (CRM) | 1.07% | 0.66% | 99.64% | - |
 SolarEdge (SEDG) | 1.03% | 0.54% | 62.78% | - |
 Zscaler (ZS) | 1.01% | 2.03% | 46.38% | - |
 Colgate (CL) | 0.88% | 0.43% | 99.72% | - |
 Johnson & Johnson (JNJ) | 0.85% | 0.53% | 99.57% | - |
 Bitcoin (BTC) | 0.85% | 0% | 54.83% | 3/13/2024 |
| Apple (AAPL) | 0.84% | 0.66% | 99.72% | - |
 Litecoin (LTC) | 0.81% | 0.42% | 99.57% | - |
 Coca-Cola (KO) | 0.74% | 0.42% | 99.72% | - |
| Meta (META) | 0.69% | 0.69% | 99.72% | - |
 iShares Russell 2000 Value ETF (IWN) | 0.64% | 0.41% | 99.64% | - |
 3M (MMM) | 0.64% | 0.42% | 99.72% | - |
 iShares Silver Trust (SLV) | 0.56% | 0.68% | 99.36% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.55% | 0.27% | 99.57% | - |
 Amazon (AMZN) | 0.52% | 0.42% | 99.64% | - |
 Netflix (NFLX) | 0.52% | 0.5% | 99.22% | - |
 Coinbase (COIN) | 0.49% | 0.5% | 99.22% | - |
 Stellar (XLM) | 0.49% | 0.4% | 99.72% | - |
| Intel (INTC) | 0.39% | 0.23% | 99.72% | - |
 Shopify (SHOP) | 0.35% | 0.45% | 99.64% | - |
 Block Inc. (XYZ) | 0.35% | 0.15% | 99.57% | - |
 Jumia (JMIA) | 0.21% | 0.25% | 99.72% | - |
 Peloton (PTON) | 0.05% | 0.01% | 99.72% | - |
 Fluor (FLR.US) | 0.02% | 1.48% | 1.56% | - |
 Solventum (SOLV) | 0.02% | 0.05% | 43.47% | - |
 Flare (FLR) | 0% | 0% | 16.48% | 10/2/2025 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.61% | 8.48% |
| Microsoft (MSFT) | 6.61% | 7.98% |
| Palo Alto Networks (PANW) | 5.01% | 7.38% |
| Emerson (EMR) | 5.25% | 6.73% |
| Waste Management (WM) | 5.25% | 6.46% |
| Berkshire Hathaway (BRK.B) | 5.4% | 6.46% |
| iShares MSCI India ETF (INDA) | 5.38% | 6.05% |
| Dassault Aviation (AM.PA) | 5.25% | 5.48% |
| Linde (LIN) | 5.25% | 4.83% |
| LVMH (MC.PA) | 6.08% | 4.49% |
| National Grid (NGG) | 5.25% | 4.45% |
| Nestle (NESN.ZU) | 5.19% | 3.3% |
| Cardano (ADA) | 2.01% | 3.21% |
| Vinci (DG.PA) | 3.63% | 2.93% |
| Palantir (PLTR) | 0.89% | 2.74% |
| Alibaba (BABA) | 5.25% | 2.52% |
| Zscaler (ZS) | 2.62% | 1.83% |
| Visa (V) | 1.21% | 1.64% |
| Salesforce (CRM) | 0.68% | 1.01% |
| Ishares Nasdaq Biotechnology (IBB) | 1.05% | 0.99% |
| Ethereum (ETH) | 0.42% | 0.94% |
| Meta (META) | 0.37% | 0.76% |
| Qualcomm (QCOM) | 0.73% | 0.74% |
| Apple (AAPL) | 0.37% | 0.72% |
| Stellar (XLM) | 0.31% | 0.64% |
| Litecoin (LTC) | 0.75% | 0.61% |
| Colgate (CL) | 0.52% | 0.6% |
| Netflix (NFLX) | 0.37% | 0.58% |
| Coinbase (COIN) | 0.52% | 0.55% |
| Amazon (AMZN) | 0.37% | 0.48% |
| Coca-Cola (KO) | 0.37% | 0.45% |
| Johnson & Johnson (JNJ) | 0.52% | 0.45% |
| iShares Russell 2000 Value ETF (IWN) | 0.37% | 0.43% |
| 3M (MMM) | 0.58% | 0.4% |
| iShares Silver Trust (SLV) | 0.37% | 0.39% |
| Shopify (SHOP) | 0.37% | 0.35% |
| SolarEdge (SEDG) | 5.46% | 0.28% |
| ARK Genomic Revolution ETF (ARKG) | 1.05% | 0.25% |
| Block Inc. (XYZ) | 0.63% | 0.24% |
| Intel (INTC) | 0.37% | 0.14% |
| Jumia (JMIA) | 1% | 0.09% |
| Solventum (SOLV) | 0% | 0.05% |
| Peloton (PTON) | 0.31% | 0.02% |
| Flare (FLR) | 0.01% | 0.01% |
| Songbird (SGB) | 0% | 0% |