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Portfolio Diversification
Range
Most Diversified
23 instruments
March 3, 2026
Least Diversified
0 instruments
May 4, 2022
Average
4 instruments
Most Consistent Holdings
Top 5
GS39.14%
KO30.54%
JPM30.54%
MCD29.74%
VOO25.73%
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) | 25.58% | 0% | 39.14% | 7/16/2024 |
| Vanguard S&P 500 ETF (VOO) | 9.23% | 0% | 25.73% | 10/28/2025 |
| McDonald's (MCD) | 5.25% | 0% | 29.74% | 1/9/2026 |
 NVIDIA (NVDA) | 5.21% | 0% | 6.12% | 10/17/2024 |
| Coca-Cola (KO) | 3.19% | 0% | 30.54% | 2/19/2025 |
 PepsiCo (PEP) | 2.97% | 0% | 11.95% | 10/10/2025 |
| JPMorgan (JPM) | 2.87% | 0% | 30.54% | 3/3/2026 |
 Vanguard Financials ETF (VFH) | 2.51% | 0% | 22.81% | 9/18/2025 |
 Apple (AAPL) | 1.85% | 0% | 18.44% | 1/9/2026 |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 1.77% | 0% | 13.92% | 1/9/2026 |
 Vanguard Information Technology (VGT) | 1.76% | 0% | 5.47% | 1/9/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 1.72% | 0% | 6.12% | 2/25/2026 |
 Raiffeisen Bank International AG (RAW.DE) | 1.69% | 0% | 8.09% | 2/27/2025 |
 Walmart (WMT) | 1.24% | 0% | 15.6% | 6/2/2025 |
 Monster Beverage (MNST) | 0.62% | 0% | 5.1% | 12/22/2025 |
 USD/HUF (USDHUF) | 0.49% | 0% | 3.21% | 6/11/2025 |
 3M (MMM) | 0.49% | 0% | 9.11% | 5/25/2023 |
 ONEOK (OKE) | 0.46% | 0% | 5.03% | 8/24/2022 |
 Applovin Corp (APP.RTH) | 0.38% | 9.16% | 4.15% | - |
 Gartner (IT) | 0.31% | 0% | 3.86% | 3/3/2026 |
 LyondellBasell (LYB) | 0.29% | 0% | 5.03% | 8/24/2022 |
 Micron (MU) | 0.29% | 0% | 2.41% | 2/11/2026 |
 Newmont (NEM) | 0.22% | 0% | 3.28% | 2/23/2026 |
 Salesforce Inc (CRM.RTH) | 0.21% | 12.83% | 1.75% | - |
 Nestle (NESN.ZU) | 0.2% | 0% | 1.24% | 6/27/2022 |
 Xtrackers FTSE Developed Europe Real Estate UCITS ETF (D5BK.DE) | 0.18% | 0% | 6.41% | 1/9/2026 |
 Boeing (BA.RTH) | 0.17% | 0% | 3.86% | 3/3/2026 |
 Pfizer (PFE) | 0.17% | 0% | 3.13% | 2/4/2026 |
 GE (GE) | 0.16% | 0% | 3.79% | 3/2/2026 |
 Loews (L) | 0.14% | 0% | 1.9% | 3/2/2026 |
 Western Digital (WDC) | 0.13% | 0% | 2.48% | 2/12/2026 |
 Williams (WMB) | 0.13% | 0% | 3.28% | 2/23/2026 |
 Quest Diagnostics (DGX) | 0.13% | 0% | 3.28% | 2/23/2026 |
 Nike (NKE) | 0.11% | 0% | 5.39% | 2/6/2023 |
 EQT (EQT) | 0.11% | 0% | 3.79% | 3/2/2026 |
 NRG Energy (NRG) | 0.11% | 0% | 3.79% | 3/2/2026 |
 Raytheon (RTX) | 0.11% | 0% | 3.79% | 3/2/2026 |
 TKO (TKO) | 0.1% | 0% | 3.79% | 3/2/2026 |
 Bank of New York Mellon Corp (BK.RTH) | 0.1% | 0% | 3.86% | 3/3/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.1% | 5.57% | 1.6% | - |
 Fox (FOX) | 0.09% | 4.48% | 2.11% | - |
 Autozone Inc (AZO.RTH) | 0.09% | 0% | 2.33% | 2/10/2026 |
 McKesson (MCK) | 0.09% | 3.9% | 4.15% | - |
 Meta (META) | 0.08% | 0% | 3.57% | 1/26/2023 |
 Welltower (WELL) | 0.08% | 0% | 1.9% | 3/2/2026 |
 Emcor (EME) | 0.07% | 3.47% | 1.82% | - |
 Philip Morris (PM) | 0.07% | 3.3% | 1.17% | - |
 Colgate (CL) | 0.06% | 2.81% | 2.19% | - |
 Cardinal Health Inc (CAH.RTH) | 0.05% | 0% | 1.97% | 2/5/2026 |
 Disney (DIS) | 0.05% | 0% | 2.92% | 7/20/2022 |
 Caterpillar (CAT) | 0.04% | 0% | 0.66% | 1/26/2023 |
 Alibaba (BABA) | 0.04% | 0% | 0.66% | 1/26/2023 |
 Amazon (AMZN) | 0.03% | 4.3% | 1.38% | - |
 BNY Mellon (BK) | 0.03% | 0% | 1.97% | 3/3/2026 |
 Bitcoin (BTC) | 0.03% | 0% | 0.51% | 1/28/2023 |
 EUR/GBP (EURGBP) | 0.02% | 0% | 0.15% | 8/17/2022 |
 Arista (ANET) | 0.02% | 5.25% | 0.36% | - |
 A O Smith (AOS) | 0.02% | 4.6% | 0.36% | - |
 Microsoft (MSFT) | 0.02% | 0% | 1.02% | 6/24/2022 |
 Broadcom (AVGO) | 0.02% | 4.5% | 0.36% | - |
 WEC Energy Group (WEC.RTH) | 0.01% | 4.04% | 0.36% | - |
 Expedia (EXPE) | 0.01% | 4.72% | 0.29% | - |
 Ross Stores (ROST) | 0.01% | 3.37% | 0.36% | - |
 Darden (DRI) | 0.01% | 3.92% | 0.29% | - |
 Teradyne (TER) | 0.01% | 2.85% | 0.36% | - |
 C.H. Robinson (CHRW) | 0.01% | 3.69% | 0.29% | - |
 Seagate Technology PLC (STX.RTH) | 0.01% | 2.64% | 0.36% | - |
 Amphenol (APH) | 0.01% | 3.29% | 0.29% | - |
 Eaton (ETN) | 0.01% | 2.22% | 0.36% | - |
 Align (ALGN) | 0.01% | 2.21% | 0.36% | - |
 CBRE (CBRE) | 0.01% | 2.73% | 0.29% | - |
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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