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Portfolio Diversification
Range
Most Diversified
26 instruments
April 15, 2026
Least Diversified
0 instruments
May 4, 2022
Average
6.9 instruments
Most Consistent Holdings
Top 5
GS43.86%
KO25.99%
JPM25.99%
MCD25.31%
VOO21.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 4, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Goldman Sachs (GS) | 22.2% | 3.92% | 43.86% | - |
| Vanguard S&P 500 ETF (VOO) | 7.86% | 0% | 21.9% | 10/28/2025 |
| McDonald's (MCD) | 4.47% | 0% | 25.31% | 1/9/2026 |
 NVIDIA (NVDA) | 4.44% | 0% | 5.21% | 10/17/2024 |
| Coca-Cola (KO) | 2.72% | 0% | 25.99% | 2/19/2025 |
 PepsiCo (PEP) | 2.53% | 0% | 10.17% | 10/10/2025 |
| JPMorgan (JPM) | 2.44% | 0% | 25.99% | 3/3/2026 |
 Vanguard Financials ETF (VFH) | 2.14% | 0% | 19.42% | 9/18/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.61% | 0% | 5.52% | 4/13/2026 |
 Apple (AAPL) | 1.57% | 0% | 15.69% | 1/9/2026 |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 1.51% | 0% | 11.85% | 1/9/2026 |
 Vanguard Information Technology (VGT) | 1.5% | 0% | 4.65% | 1/9/2026 |
 Raiffeisen Bank International AG (RAW.DE) | 1.44% | 0% | 6.89% | 2/27/2025 |
 Applovin Corp (APP.RTH) | 1.34% | 4.07% | 17.87% | - |
 Walmart (WMT) | 1.2% | 0% | 16.44% | 6/2/2026 |
 Monster Beverage (MNST) | 0.92% | 5.09% | 13.46% | - |
 Micron (MU) | 0.86% | 4.89% | 14.27% | - |
 Quest Diagnostics (DGX) | 0.71% | 7.66% | 11.91% | - |
 ExxonMobil (XOM) | 0.54% | 7.33% | 9.12% | - |
 Seagate (STX.US) | 0.47% | 2.84% | 12.1% | - |
 Emcor (EME) | 0.47% | 2.81% | 14.21% | - |
 Western Digital (WDC) | 0.47% | 2.16% | 14.08% | - |
 Salesforce Inc (CRM.RTH) | 0.47% | 0% | 3.78% | 4/14/2026 |
 Quanta Services (PWR) | 0.46% | 3.71% | 11.97% | - |
 Corning (GLW) | 0.45% | 2.89% | 12.03% | - |
 Fortinet (FTNT) | 0.45% | 4.28% | 9.12% | - |
 Philip Morris (PM) | 0.45% | 3.51% | 13.28% | - |
 GoDaddy (GDDY) | 0.44% | 6.2% | 9.12% | - |
 Cardinal Health (CAH) | 0.44% | 4.82% | 10.36% | - |
 BNY Mellon (BNY) | 0.43% | 3.51% | 13.71% | - |
 Jabil (JBL) | 0.42% | 3.49% | 10.42% | - |
 USD/HUF (USDHUF) | 0.42% | 0% | 2.73% | 6/11/2025 |
 3M (MMM) | 0.42% | 0% | 7.75% | 5/25/2023 |
 Gilead Sciences (GILD) | 0.41% | 4.26% | 12.22% | - |
 Dell (DELL) | 0.4% | 4.09% | 9.18% | - |
 ONEOK (OKE) | 0.4% | 0% | 4.28% | 8/24/2022 |
 KLA (KLAC) | 0.38% | 2.63% | 12.1% | - |
 Verisign (VRSN) | 0.35% | 4.35% | 9.12% | - |
 eBay (EBAY) | 0.31% | 3.36% | 10.36% | - |
 Morgan Stanley (MS) | 0.31% | 1.98% | 12.1% | - |
 Caterpillar (CAT) | 0.3% | 2.24% | 9.68% | - |
 Targa Resources (TRGP) | 0.3% | 3.84% | 9.06% | - |
 Gartner (IT) | 0.27% | 0% | 3.29% | 3/3/2026 |
 Williams (WMB) | 0.26% | 0% | 6.02% | 6/2/2026 |
 LyondellBasell (LYB) | 0.25% | 0% | 4.28% | 8/24/2022 |
 Welltower (WELL.US) | 0.22% | 0% | 4.84% | 6/2/2026 |
 McKesson (MCK) | 0.22% | 0% | 7.32% | 5/11/2026 |
 Newmont (NEM) | 0.19% | 0% | 2.79% | 2/23/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.19% | 0% | 3.29% | 4/8/2026 |
 Nestle (NESN.ZU) | 0.17% | 0% | 1.05% | 6/27/2022 |
 Fox (FOX.US) | 0.16% | 0% | 3.6% | 4/6/2026 |
 TKO (TKO) | 0.16% | 0% | 5.02% | 5/11/2026 |
 Xtrackers FTSE Developed Europe Real Estate UCITS ETF (D5BK.DE) | 0.16% | 0% | 5.46% | 1/9/2026 |
 C.H. Robinson (CHRW) | 0.15% | 0% | 3.72% | 5/6/2026 |
 Boeing (BA.RTH) | 0.15% | 0% | 3.29% | 3/3/2026 |
 Pfizer (PFE) | 0.14% | 0% | 2.67% | 2/4/2026 |
 GE (GE) | 0.14% | 0% | 3.23% | 3/2/2026 |
 Entergy (ETR) | 0.12% | 0% | 3.1% | 6/2/2026 |
 Loews (L) | 0.12% | 0% | 1.61% | 3/2/2026 |
 Arista (ANET) | 0.11% | 0% | 2.11% | 4/6/2026 |
 Amazon (AMZN) | 0.11% | 0% | 3.1% | 4/8/2026 |
 Alphabet (GOOGL) | 0.11% | 0% | 1.55% | 6/2/2026 |
 Colgate (CL) | 0.11% | 0% | 3.78% | 4/8/2026 |
 Baker Hughes (BKR) | 0.11% | 0% | 3.16% | 6/2/2026 |
 Expedia (EXPE) | 0.1% | 0% | 2.17% | 4/8/2026 |
 Broadcom (AVGO) | 0.1% | 0% | 2.17% | 4/7/2026 |
 Nike (NKE) | 0.1% | 0% | 4.59% | 2/6/2023 |
 A O Smith (AOS) | 0.09% | 0% | 2.11% | 4/6/2026 |
 EQT (EQT) | 0.09% | 0% | 3.23% | 3/2/2026 |
 WEC Energy Group (WEC.RTH) | 0.09% | 0% | 2.17% | 4/7/2026 |
 NRG Energy (NRG) | 0.09% | 0% | 3.23% | 3/2/2026 |
 Raytheon (RTX) | 0.09% | 0% | 3.23% | 3/2/2026 |
 Bank of New York Mellon Corp (BNY.RTH) | 0.09% | 0% | 3.29% | 3/3/2026 |
 Darden (DRI) | 0.09% | 0% | 2.17% | 4/8/2026 |
 Kinder Morgan (KMI) | 0.09% | 0% | 1.86% | 5/11/2026 |
 O'Reilly Auto (ORLY) | 0.08% | 0% | 2.54% | 6/2/2026 |
 Ross Stores (ROST) | 0.08% | 0% | 2.17% | 4/7/2026 |
 Autozone Inc (AZO.RTH) | 0.07% | 0% | 1.99% | 2/10/2026 |
 Teradyne (TER) | 0.07% | 0% | 2.23% | 4/8/2026 |
 Meta (META) | 0.07% | 0% | 3.04% | 1/26/2023 |
 Seagate Technology PLC (STX.RTH) | 0.07% | 0% | 2.23% | 4/8/2026 |
 Amphenol (APH) | 0.07% | 0% | 2.05% | 4/6/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.07% | 0% | 1.3% | 5/6/2026 |
 CBRE (CBRE) | 0.06% | 0% | 2.17% | 4/8/2026 |
 Eaton (ETN) | 0.05% | 0% | 2.23% | 4/8/2026 |
 State Street (STT) | 0.05% | 0% | 1.55% | 6/2/2026 |
 Align (ALGN) | 0.05% | 0% | 2.23% | 4/8/2026 |
 Cardinal Health Inc (CAH.RTH) | 0.05% | 0% | 1.67% | 2/5/2026 |
 Duke Energy (DUK) | 0.04% | 0% | 1.8% | 5/11/2026 |
 Northrop Grumman (NOC) | 0.04% | 0% | 1.86% | 5/11/2026 |
 Disney (DIS) | 0.04% | 0% | 2.48% | 7/20/2022 |
 Cummins (CMI) | 0.04% | 0% | 1.55% | 5/6/2026 |
 Xcel Energy (XEL) | 0.04% | 0% | 1.55% | 5/6/2026 |
 Citi (C) | 0.04% | 0% | 1.61% | 6/2/2026 |
 Atmos (ATO) | 0.03% | 0% | 1.61% | 6/2/2026 |
 Alibaba (BABA) | 0.03% | 0% | 0.56% | 1/26/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 0.43% | 1/28/2023 |
 EUR/GBP (EURGBP) | 0.02% | 0% | 0.12% | 8/17/2022 |
 Microsoft (MSFT) | 0.01% | 0% | 0.87% | 6/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Information Technology (VGT) | 35.06% | 32.15% |
| McDonald's (MCD) | 26.03% | 25.94% |
| iShares MSCI EM ex China UCITS ETF (84X0.DE) | 11.69% | 13.16% |
| Apple (AAPL) | 8.76% | 10.86% |
| Xtrackers FTSE Developed Europe Real Estate UCITS ETF (D5BK.DE) | 2.92% | 2.85% |
Cash & Instruments Over Time
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