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Portfolio Diversification
Range
Most Diversified
26 instruments
April 15, 2026
Least Diversified
0 instruments
May 4, 2022
Average
4.7 instruments
Most Consistent Holdings
Top 5
GS38.89%
KO29.36%
JPM29.36%
MCD28.59%
VOO24.74%
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) | 24.63% | 2.67% | 38.89% | - |
| Vanguard S&P 500 ETF (VOO) | 8.87% | 0% | 24.74% | 10/28/2025 |
| McDonald's (MCD) | 5.05% | 0% | 28.59% | 1/9/2026 |
 NVIDIA (NVDA) | 5.01% | 0% | 5.89% | 10/17/2024 |
| Coca-Cola (KO) | 3.07% | 0% | 29.36% | 2/19/2025 |
 PepsiCo (PEP) | 2.86% | 0% | 11.49% | 10/10/2025 |
| JPMorgan (JPM) | 2.76% | 0% | 29.36% | 3/3/2026 |
 Vanguard Financials ETF (VFH) | 2.41% | 0% | 21.93% | 9/18/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.82% | 0% | 6.24% | 4/13/2026 |
 Apple (AAPL) | 1.78% | 0% | 17.73% | 1/9/2026 |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 1.7% | 0% | 13.38% | 1/9/2026 |
 Vanguard Information Technology (VGT) | 1.69% | 0% | 5.26% | 1/9/2026 |
 Raiffeisen Bank International AG (RAW.DE) | 1.62% | 0% | 7.78% | 2/27/2025 |
 Walmart (WMT) | 1.26% | 4.85% | 16.47% | - |
 Applovin Corp (APP.RTH) | 0.67% | 7.91% | 7.71% | - |
 Monster Beverage (MNST) | 0.6% | 0% | 4.91% | 12/22/2025 |
 Salesforce Inc (CRM.RTH) | 0.53% | 0% | 4.27% | 4/14/2026 |
 USD/HUF (USDHUF) | 0.47% | 0% | 3.08% | 6/11/2025 |
 3M (MMM) | 0.47% | 0% | 8.76% | 5/25/2023 |
 ONEOK (OKE) | 0.45% | 0% | 4.84% | 8/24/2022 |
 Micron (MU) | 0.32% | 3.67% | 3.64% | - |
 Gartner (IT) | 0.3% | 0% | 3.71% | 3/3/2026 |
 LyondellBasell (LYB) | 0.28% | 0% | 4.84% | 8/24/2022 |
 McKesson (MCK) | 0.22% | 3.52% | 7.57% | - |
 Newmont (NEM) | 0.21% | 0% | 3.15% | 2/23/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.21% | 0% | 3.71% | 4/8/2026 |
 Williams (WMB) | 0.19% | 4.92% | 4.7% | - |
 Nestle (NESN.ZU) | 0.19% | 0% | 1.19% | 6/27/2022 |
 Fox (FOX) | 0.18% | 0% | 4.06% | 4/6/2026 |
 Western Digital (WDC) | 0.18% | 4.36% | 3.5% | - |
 Xtrackers FTSE Developed Europe Real Estate UCITS ETF (D5BK.DE) | 0.18% | 0% | 6.17% | 1/9/2026 |
 Welltower (WELL) | 0.17% | 6.09% | 3.36% | - |
 Boeing (BA.RTH) | 0.17% | 0% | 3.71% | 3/3/2026 |
 Pfizer (PFE) | 0.16% | 0% | 3.01% | 2/4/2026 |
 GE (GE) | 0.16% | 0% | 3.64% | 3/2/2026 |
 C.H. Robinson (CHRW) | 0.16% | 4.74% | 3.85% | - |
 TKO (TKO) | 0.15% | 3.76% | 4.98% | - |
 Emcor (EME) | 0.15% | 0% | 3.92% | 4/8/2026 |
 Philip Morris (PM) | 0.14% | 0% | 3.29% | 4/8/2026 |
 Loews (L) | 0.13% | 0% | 1.82% | 3/2/2026 |
 Arista (ANET) | 0.13% | 0% | 2.38% | 4/6/2026 |
 Amazon (AMZN) | 0.13% | 0% | 3.5% | 4/8/2026 |
 Quest Diagnostics (DGX) | 0.12% | 0% | 3.15% | 2/23/2026 |
 Colgate (CL) | 0.12% | 0% | 4.27% | 4/8/2026 |
 Expedia (EXPE) | 0.11% | 0% | 2.45% | 4/8/2026 |
 Broadcom (AVGO) | 0.11% | 0% | 2.45% | 4/7/2026 |
 Nike (NKE) | 0.11% | 0% | 5.19% | 2/6/2023 |
 A O Smith (AOS) | 0.11% | 0% | 2.38% | 4/6/2026 |
 EQT (EQT) | 0.1% | 0% | 3.64% | 3/2/2026 |
 WEC Energy Group (WEC.RTH) | 0.1% | 0% | 2.45% | 4/7/2026 |
 NRG Energy (NRG) | 0.1% | 0% | 3.64% | 3/2/2026 |
 Raytheon (RTX) | 0.1% | 0% | 3.64% | 3/2/2026 |
 Bank of New York Mellon Corp (BK.RTH) | 0.1% | 0% | 3.71% | 3/3/2026 |
 Darden (DRI) | 0.1% | 0% | 2.45% | 4/8/2026 |
 Ross Stores (ROST) | 0.09% | 0% | 2.45% | 4/7/2026 |
 Autozone Inc (AZO.RTH) | 0.08% | 0% | 2.24% | 2/10/2026 |
 Teradyne (TER) | 0.08% | 0% | 2.52% | 4/8/2026 |
 Meta (META) | 0.08% | 0% | 3.43% | 1/26/2023 |
 Seagate Technology PLC (STX.RTH) | 0.08% | 0% | 2.52% | 4/8/2026 |
 Amphenol (APH) | 0.08% | 0% | 2.31% | 4/6/2026 |
 CBRE (CBRE) | 0.07% | 0% | 2.45% | 4/8/2026 |
 BNY Mellon (BK) | 0.07% | 3.19% | 3.08% | - |
 Kinder Morgan (KMI) | 0.07% | 4.7% | 1.4% | - |
 Eaton (ETN) | 0.06% | 0% | 2.52% | 4/8/2026 |
 Align (ALGN) | 0.06% | 0% | 2.52% | 4/8/2026 |
 Entergy (ETR) | 0.06% | 3.9% | 1.4% | - |
 Cardinal Health Inc (CAH.RTH) | 0.05% | 0% | 1.89% | 2/5/2026 |
 Quanta Services (PWR) | 0.05% | 0% | 1.33% | 4/30/2026 |
 Seagate (STX.US) | 0.05% | 4.58% | 1.19% | - |
 Gilead Sciences (GILD) | 0.05% | 3.25% | 1.4% | - |
 Baker Hughes (BKR) | 0.05% | 3.65% | 1.4% | - |
 Morgan Stanley (MS) | 0.04% | 3.7% | 1.19% | - |
 Corning (GLW) | 0.04% | 3.8% | 1.12% | - |
 Disney (DIS) | 0.04% | 0% | 2.8% | 7/20/2022 |
 O'Reilly Auto (ORLY) | 0.04% | 0% | 1.12% | 4/30/2026 |
 Caterpillar (CAT) | 0.04% | 0% | 0.63% | 1/26/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.04% | 10.8% | 1.12% | - |
 KLA (KLAC) | 0.04% | 2.89% | 1.19% | - |
 Alibaba (BABA) | 0.04% | 0% | 0.63% | 1/26/2023 |
 Cummins (CMI) | 0.03% | 2.54% | 1.4% | - |
 Xcel Energy (XEL) | 0.03% | 2.26% | 1.4% | - |
 Northrop Grumman (NOC) | 0.03% | 1.99% | 1.4% | - |
 Duke Energy (DUK) | 0.03% | 2.26% | 1.33% | - |
 Bitcoin (BTC) | 0.02% | 0% | 0.49% | 1/28/2023 |
 EUR/GBP (EURGBP) | 0.02% | 0% | 0.14% | 8/17/2022 |
 Microsoft (MSFT) | 0.02% | 0% | 0.98% | 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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