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Portfolio Diversification
Range
Most Diversified
41 instruments
February 14, 2026
Least Diversified
4 instruments
March 7, 2023
Average
24.7 instruments
Most Consistent Holdings
Top 5
GOOG100%
DTE.DE100%
CS.PA100%
GLE.PA100%
CVX99.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core S&P 500 ETF (IVV) | 16.71% | 19.2% | 94.21% | - |
| Alphabet (GOOG) | 12.81% | 10.8% | 100% | - |
 Amazon (AMZN) | 9.67% | 6.16% | 97.43% | - |
 Meta (META) | 8.91% | 6.39% | 94.3% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 6.76% | 9.1% | 75.46% | - |
 Altria (MO) | 6.27% | 7.95% | 78.03% | - |
 Microsoft (MSFT) | 3.75% | 3.46% | 81.07% | - |
 CVS Health (CVS) | 3.5% | 2.65% | 81.07% | - |
 PayPal (PYPL) | 3.15% | 1.86% | 94.21% | - |
| AXA (CS.PA) | 2.95% | 0.96% | 100% | - |
 Volkswagen (VOW3.DE) | 2.55% | 0.9% | 97.43% | - |
 NVIDIA (NVDA) | 2.43% | 4.36% | 61.76% | - |
| Societe Generale (GLE.PA) | 2.18% | 0.74% | 100% | - |
 Coca-Cola (KO) | 1.98% | 1.08% | 94.21% | - |
| Deutsche Telekom (DTE.DE) | 1.72% | 0.32% | 100% | - |
| Chevron (CVX) | 1.58% | 0.25% | 99.26% | - |
 AT&T (T) | 1.57% | 2.01% | 97.43% | - |
 Verizon (VZ) | 1.13% | 0.71% | 89.25% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.05% | 2.22% | 47.7% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.03% | 1.96% | 47.89% | - |
 Tesla (TSLA) | 0.96% | 0.49% | 34.65% | - |
 ExxonMobil (XOM) | 0.89% | 0.19% | 97.43% | - |
 WP Carey (WPC) | 0.73% | 0.7% | 67.1% | - |
 Berkshire Hathaway (BRK.B) | 0.7% | 1.15% | 52.48% | - |
 Saab (SAABB.ST) | 0.62% | 2.11% | 33.27% | - |
 Alibaba (BABA) | 0.59% | 0% | 52.02% | 11/21/2025 |
 Spotify (SPOT) | 0.55% | 0.95% | 44.12% | - |
 Starbucks (SBUX) | 0.42% | 0.92% | 38.69% | - |
 Uber (UBER) | 0.3% | 0.63% | 44.12% | - |
 Toyota (TM) | 0.29% | 0.61% | 36.4% | - |
 Rheinmetall (RHM.DE) | 0.2% | 1.02% | 19.12% | - |
 PepsiCo (PEP) | 0.2% | 1.32% | 21.69% | - |
 Palantir (PLTR) | 0.19% | 0.39% | 24.26% | - |
 Apple (AAPL) | 0.19% | 0.94% | 21.69% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.17% | 1.69% | 19.12% | - |
 Leonardo (LDO.MI) | 0.15% | 0.39% | 33.27% | - |
 Porsche (P911.DE) | 0.14% | 0.21% | 36.4% | - |
 Realty Income (O) | 0.14% | 0.52% | 24.63% | - |
 UnitedHealth (UNH) | 0.14% | 0.75% | 16.27% | - |
 Netflix (NFLX) | 0.07% | 0.9% | 10.57% | - |
 Oracle (ORCL) | 0.03% | 0.29% | 7.9% | - |
 SoFi (SOFI) | 0.01% | 0.55% | 2.02% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 19.76% | 19.27% |
| Alphabet (GOOG) | 7.3% | 11.84% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 8.93% | 9.04% |
| Amazon (AMZN) | 6.85% | 7.21% |
| Altria (MO) | 7.65% | 7.07% |
| Meta (META) | 5.51% | 6.56% |
| Microsoft (MSFT) | 4.74% | 4.42% |
| NVIDIA (NVDA) | 3.38% | 3.78% |
| CVS Health (CVS) | 2.85% | 2.92% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.75% | 2.08% |
| PayPal (PYPL) | 2.73% | 1.98% |
| Saab (SAABB.ST) | 1.83% | 1.87% |
| Schwab US Dividend Equity ETF (SCHD) | 2.25% | 1.73% |
| AT&T (T) | 1.66% | 1.41% |
| Berkshire Hathaway (BRK.B) | 1.44% | 1.25% |
| AXA (CS.PA) | 1.11% | 1.13% |
| Volkswagen (VOW3.DE) | 1.48% | 1.13% |
| Rheinmetall (RHM.DE) | 1.52% | 1.07% |
| Apple (AAPL) | 1.17% | 1.07% |
| Spotify (SPOT) | 1.24% | 1.06% |
| Coca-Cola (KO) | 1.2% | 1.06% |
| UnitedHealth (UNH) | 1.25% | 0.94% |
| PepsiCo (PEP) | 1.09% | 0.9% |
| iShares US Aerospace & Defense ETF (ITA) | 1.01% | 0.85% |
| Starbucks (SBUX) | 1.11% | 0.85% |
| Societe Generale (GLE.PA) | 0.39% | 0.84% |
| Uber (UBER) | 0.93% | 0.74% |
| WP Carey (WPC) | 0.76% | 0.67% |
| Toyota (TM) | 0.7% | 0.64% |
| Verizon (VZ) | 0.74% | 0.61% |
| Tesla (TSLA) | 0.54% | 0.6% |
| Realty Income (O) | 0.62% | 0.48% |
| Palantir (PLTR) | 0.62% | 0.47% |
| Netflix (NFLX) | 0.66% | 0.44% |
| Oracle (ORCL) | 0.51% | 0.4% |
| Leonardo (LDO.MI) | 0.39% | 0.35% |
| Deutsche Telekom (DTE.DE) | 0.27% | 0.29% |
| Porsche (P911.DE) | 0.48% | 0.28% |
| Chevron (CVX) | 0.27% | 0.21% |
| ExxonMobil (XOM) | 0.19% | 0.16% |
Cash & Instruments Over Time
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