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Portfolio Diversification
Range
Most Diversified
43 instruments
June 13, 2024
Least Diversified
0 instruments
November 12, 2025
Average
30 instruments
Most Consistent Holdings
Top 5
BAC99.82%
SHOP99.82%
OKTA99.82%
PHG99.82%
SIE.DE99.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Broadcom (AVGO) | 7.16% | 9.58% | 97.11% | - |
| Philips (PHG) | 6.16% | 4.53% | 99.82% | - |
| Shopify (SHOP) | 5.57% | 8.31% | 99.82% | - |
 Vanguard S&P 500 ETF (VOO) | 3.81% | 4.46% | 82.91% | - |
 Adyen (ADYEN.NV) | 3.61% | 2.15% | 95.39% | - |
| Siemens (SIE.DE) | 3.55% | 2.04% | 99.55% | - |
 Apple (AAPL) | 3.51% | 2.21% | 97.11% | - |
 American Express (AXP) | 3.48% | 5.05% | 76.22% | - |
 Amazon (AMZN) | 3.39% | 3.32% | 97.11% | - |
 Citi (C) | 3.29% | 3.24% | 98.37% | - |
 Chipotle (CMG) | 3.27% | 2.24% | 77.49% | - |
 Palo Alto Networks (PANW) | 2.92% | 3.95% | 56.15% | - |
 NVIDIA (NVDA) | 2.74% | 5.13% | 52.89% | - |
 LVMH (MC.PA) | 2.65% | 1.81% | 97.11% | - |
| Okta (OKTA) | 2.61% | 1.26% | 99.82% | - |
 GE Vernova (GEV) | 2.47% | 11.67% | 59.13% | - |
 Philip Morris (PM) | 2.45% | 4.76% | 56.15% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 2.31% | 3.18% | 84.18% | - |
| Bank of America (BAC) | 2.3% | 1.49% | 99.82% | - |
 Realty Income (O) | 2.29% | 0% | 64.56% | 1/10/2025 |
 BAT (BATS.L) | 2.16% | 4.42% | 52.89% | - |
 Home Depot (HD) | 2.01% | 2.01% | 71.88% | - |
 Coca-Cola (KO) | 1.95% | 0% | 67.18% | 1/23/2025 |
 McDonald's (MCD) | 1.92% | 2.17% | 76.85% | - |
 Mondelez (MDLZ) | 1.82% | 0% | 66% | 1/10/2025 |
 Microsoft (MSFT) | 1.67% | 1.63% | 69.44% | - |
 AT&T (T) | 1.67% | 0% | 60.94% | 11/15/2024 |
 Verizon (VZ) | 1.67% | 0% | 60.94% | 11/15/2024 |
 Alphabet (GOOG) | 1.57% | 3.45% | 72.97% | - |
 PayPal (PYPL) | 1.38% | 0% | 64.56% | 7/21/2025 |
 Pfizer (PFE) | 1.36% | 0% | 60.94% | 11/15/2024 |
 Paramount (PSKY) | 1.11% | 0% | 42.22% | 5/6/2024 |
 Starbucks (SBUX) | 1.07% | 0% | 55.15% | 11/15/2024 |
 BYD (01211.HK) | 0.93% | 0% | 60.4% | 1/13/2025 |
 Altria (MO) | 0.9% | 1.32% | 55.97% | - |
 Heineken (HEIA.NV) | 0.82% | 0% | 46.38% | 11/15/2024 |
 CVS Health (CVS) | 0.75% | 0% | 40.05% | 1/6/2025 |
 AMC (AMC) | 0.74% | 0% | 32.73% | 1/5/2024 |
 Vonovia (VNA.DE) | 0.61% | 0% | 38.25% | 1/23/2025 |
 Koninklijke Heijmans NV (HEIJM.NV) | 0.44% | 2.87% | 16.09% | - |
 Marriott (MAR) | 0.43% | 0% | 29.84% | 1/21/2025 |
 MGM (MGM) | 0.41% | 0% | 28.48% | 1/6/2025 |
 JD (9618.HK) | 0.39% | 0% | 23.87% | 1/27/2025 |
 3i (III) | 0.34% | 1.58% | 18.72% | - |
 Alibaba (BABA) | 0.3% | 0% | 23.51% | 1/23/2025 |
 GE (GE) | 0.29% | 0% | 30.02% | 1/23/2025 |
 Vanguard Total World Stock ETF (VT.US) | 0.24% | 0% | 17.72% | 10/16/2024 |
 Palantir (PLTR) | 0.1% | 0% | 4.43% | 1/6/2025 |
 Oatly (OTLY) | 0.07% | 0% | 16.46% | 10/16/2023 |
 Official Trump (Experimental) (TRUMP) | 0% | 0% | 0.09% | 1/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 5.08% | 10.7% |
| Shopify (SHOP) | 4.34% | 7.47% |
| GE Vernova (GEV) | 3.79% | 6.95% |
| NVIDIA (NVDA) | 6.02% | 5.77% |
| American Express (AXP) | 5.05% | 5.72% |
| Philip Morris (PM) | 6.02% | 4.96% |
| Vanguard S&P 500 ETF (VOO) | 5.63% | 4.84% |
| BAT (BATS.L) | 4.47% | 4.72% |
| Philips (PHG) | 5.26% | 4.65% |
| Palo Alto Networks (PANW) | 5.8% | 4.27% |
| Alphabet (GOOG) | 3.27% | 3.64% |
| Citi (C) | 2.59% | 3.61% |
| Amazon (AMZN) | 3.69% | 3.57% |
| Koninklijke Heijmans NV (HEIJM.NV) | 4.27% | 3.07% |
| Apple (AAPL) | 2.44% | 2.63% |
| McDonald's (MCD) | 3.5% | 2.36% |
| Adyen (ADYEN.NV) | 3.13% | 2.3% |
| Chipotle (CMG) | 4.53% | 2.29% |
| LVMH (MC.PA) | 3.52% | 2.21% |
| Siemens (SIE.DE) | 1.68% | 2.06% |
| Home Depot (HD) | 2.79% | 1.99% |
| Microsoft (MSFT) | 2.23% | 1.87% |
| Bank of America (BAC) | 1.58% | 1.7% |
| Vanguard Dividend Appreciation ETF (VIG) | 1.93% | 1.7% |
| 3i (III) | 3.39% | 1.7% |
| Okta (OKTA) | 1.66% | 1.34% |
| Altria (MO) | 1.59% | 1.34% |
Cash & Instruments Over Time
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