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Portfolio Diversification
Range
Most Diversified
54 instruments
March 6, 2026
Least Diversified
0 instruments
February 2, 2025
Average
35.3 instruments
Most Consistent Holdings
Top 5
GLD99.62%
VTI99.62%
NCLH99.62%
TDOC99.62%
GOOG99.56%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 10.85% | 10.02% | 98.93% | - |
| SPDR Gold (GLD) | 4.36% | 4.9% | 99.62% | - |
 IAG (IAG.L) | 4.19% | 1.75% | 99.25% | - |
 Bitcoin (BTC) | 3.69% | 1.07% | 90.19% | - |
 NVIDIA (NVDA) | 2.6% | 5.67% | 60.03% | - |
 Saab (SAABB.ST) | 2.3% | 5.05% | 60.03% | - |
 FedEx (FDX) | 2.25% | 0% | 55.19% | 6/28/2024 |
 WP Carey (WPC) | 1.9% | 1.5% | 96.48% | - |
| Alphabet (GOOG) | 1.86% | 2.96% | 99.56% | - |
 AbbVie (ABBV) | 1.75% | 2.68% | 67.82% | - |
 Raytheon (RTX) | 1.7% | 0% | 94.66% | 3/24/2026 |
 GE (GE) | 1.59% | 3.47% | 59.77% | - |
 Berkshire Hathaway (BRK.B) | 1.53% | 0.87% | 96.79% | - |
 McDonald's (MCD) | 1.51% | 0.67% | 95.41% | - |
 Amazon (AMZN) | 1.49% | 2.05% | 66.88% | - |
| Vanguard Total Stock Market ETF (VTI) | 1.49% | 0.95% | 99.62% | - |
 Simon (SPG) | 1.44% | 0.93% | 99.5% | - |
 Viatris (VTRS) | 1.39% | 0% | 86.74% | 11/19/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.34% | 0.57% | 80.83% | - |
 Microsoft (MSFT) | 1.27% | 0% | 63.04% | 3/10/2026 |
 Anheuser-Busch (BUD) | 1.22% | 0% | 62.35% | 3/4/2026 |
 Samsung (SMSN.L) | 1.11% | 4.62% | 57.45% | - |
 Disney (DIS) | 1.08% | 0% | 56.69% | 3/6/2026 |
 CRISPR Therapeutics (CRSP) | 1.02% | 0.36% | 99.5% | - |
 Airbnb (ABNB) | 1% | 0% | 74.86% | 5/9/2025 |
 Rheinmetall (RHM.DE) | 0.95% | 0% | 24.76% | 2/5/2026 |
 Lockheed Martin (LMT) | 0.81% | 0% | 51.85% | 1/29/2026 |
 Walmart (WMT) | 0.8% | 1.08% | 41.29% | - |
| Norwegian Cruise Line (NCLH) | 0.79% | 0.34% | 99.62% | - |
 Oil (Non Expiry) (OIL) | 0.77% | 0% | 9.24% | 10/8/2023 |
 GE Vernova (GEV) | 0.69% | 2.38% | 49.78% | - |
 Dogecoin (DOGE) | 0.66% | 0% | 63.92% | 12/19/2024 |
 Brookfield Infrastructure (BIP) | 0.62% | 0% | 21.37% | 12/28/2022 |
 ARK Innovation ETF (ARKK) | 0.62% | 0% | 74.23% | 4/29/2025 |
 Zoom (ZM) | 0.53% | 0% | 74.67% | 5/6/2025 |
 Boeing (BA) | 0.52% | 0% | 32.31% | 4/16/2025 |
 Brookfield (BN.US) | 0.49% | 0% | 20.49% | 12/12/2022 |
 AMD (AMD) | 0.49% | 1.18% | 25.46% | - |
 Intellia (NTLA) | 0.47% | 0.06% | 99.56% | - |
 iShares STOXX Europe 600 Banks UCITS ETF (SX7PEX.DE) | 0.43% | 1.8% | 26.52% | - |
| Teladoc (TDOC) | 0.42% | 0.04% | 99.62% | - |
 iShares China Large-Cap ETF (FXI) | 0.38% | 0% | 17.79% | 10/24/2022 |
 TSMC (TSM) | 0.32% | 0% | 15.59% | 10/24/2022 |
 Coca-Cola (KO) | 0.32% | 0% | 10.31% | 6/14/2022 |
 BAE Systems (BA.L) | 0.29% | 0% | 33.12% | 5/7/2026 |
 Airbus (AIR.PA) | 0.28% | 0% | 20.05% | 4/2/2025 |
 eToro Group LTD (ETOR) | 0.27% | 1.62% | 24.26% | - |
 Netflix (NFLX) | 0.27% | 0% | 16.59% | 1/2/2026 |
 Tesla (TSLA) | 0.26% | 0% | 12.76% | 9/15/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.26% | 0% | 7.17% | 4/25/2022 |
 iShares Silver Trust (SLV) | 0.24% | 2.56% | 9.37% | - |
 Invesco QQQ (QQQ) | 0.23% | 0% | 7.42% | 4/29/2022 |
 Apple (AAPL) | 0.22% | 0.95% | 26.65% | - |
 General Dynamics (GD) | 0.22% | 0% | 29.48% | 4/28/2026 |
 Huntington Ingalls (HII) | 0.21% | 0% | 23.95% | 2/5/2026 |
 Thales (HO.PA) | 0.19% | 0% | 23.19% | 3/5/2026 |
 XRP (XRP) | 0.18% | 0.87% | 19.92% | - |
 ASML (ASML) | 0.18% | 1.9% | 14.71% | - |
 Brookfield (BAM) | 0.16% | 0.12% | 79.13% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.15% | 0.53% | 26.9% | - |
 Renault (RNO.PA) | 0.15% | 0.29% | 31.55% | - |
 Abrdn Platinum ETF Trust (PPLT) | 0.14% | 1.84% | 7.1% | - |
 Leonardo DRS (DRS) | 0.14% | 0% | 17.72% | 12/17/2025 |
 Diageo (DGE.L) | 0.13% | 1.08% | 11.38% | - |
 Diageo (DEO) | 0.13% | 1.07% | 11.38% | - |
 EHang (EH) | 0.12% | 0.2% | 27.03% | - |
 Chevron (CVX.US) | 0.12% | 1% | 9.74% | - |
 Leonardo (LDO.MI) | 0.12% | 0% | 16.22% | 11/19/2025 |
 Bloom Energy (BE) | 0.11% | 1.72% | 7.92% | - |
 PayPal (PYPL) | 0.11% | 0.62% | 13.83% | - |
 ASML (ASML.NV) | 0.1% | 1.48% | 8.3% | - |
 UEC (UEC) | 0.09% | 0.69% | 9.11% | - |
 Dassault Aviation (AM.PA) | 0.09% | 0% | 14.96% | 3/5/2026 |
 Intel (INTC) | 0.08% | 0% | 7.79% | 11/20/2025 |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.07% | 1.23% | 6.1% | - |
 Inflection Point (USAR) | 0.07% | 0% | 5.53% | 6/5/2026 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.07% | 1.2% | 6.16% | - |
 iShares Core High Dividend ETF (HDV) | 0.07% | 1.16% | 6.16% | - |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.07% | 1.15% | 6.1% | - |
 Teucrium Wheat Fund (WEAT) | 0.07% | 1.11% | 6.1% | - |
 T-Mobile (TMUS) | 0.06% | 0.98% | 5.66% | - |
 Duolingo (DUOL) | 0.06% | 0% | 3.9% | 3/3/2022 |
 BlackRock (BLK) | 0.04% | 0% | 5.03% | 4/4/2025 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.03% | 0.57% | 6.1% | - |
 Boston Scientific (BSX.US) | 0.03% | 0% | 3.65% | 3/13/2025 |
 United Utilities (UU.L) | 0.03% | 0.58% | 4.53% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.03% | 0.55% | 4.53% | - |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.69% | 3/6/2026 |
 Ams (AMS.ZU) | 0.02% | 0% | 2.64% | 6/11/2025 |
 EUR/USD (EURUSD) | 0.01% | 0% | 1.07% | 1/30/2026 |
 Platinum (Non Expiry) (PLATINUM) | 0.01% | 0% | 0.44% | 2/23/2026 |
 Hennessy Capital VI (NAMM) | 0.01% | 0% | 3.14% | 3/20/2026 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.06% | 3/8/2022 |
 Vanguard S&P 500 ETF (VOO) | 0% | 0% | 0.19% | 4/7/2025 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.06% | 1/12/2026 |
 Oil 24/7 (OIL.24-7) | 0% | 0% | 0.06% | 3/29/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 3.64% | 11.88% |
| SPDR Gold (GLD) | 4.54% | 5.64% |
| Saab (SAABB.ST) | 1.82% | 5.3% |
| NVIDIA (NVDA) | 1.82% | 5.28% |
| IAG (IAG.L) | 3.64% | 3.35% |
| Rheinmetall (RHM.DE) | 1.82% | 3.34% |
| GE (GE) | 1.82% | 3.31% |
| AbbVie (ABBV) | 2.73% | 2.81% |
| Alphabet (GOOG) | 1.82% | 2.66% |
| Amazon (AMZN) | 1.82% | 2.01% |
| Samsung (SMSN.L) | 1.32% | 1.93% |
| Walmart (WMT) | 1.82% | 1.82% |
| iShares STOXX Europe 600 Banks UCITS ETF (SX7PEX.DE) | 1.82% | 1.77% |
| GE Vernova (GEV) | 0% | 1.75% |
| Bitcoin (BTC) | 2.73% | 1.73% |
| Microsoft (MSFT) | 1.82% | 1.71% |
| Disney (DIS) | 1.82% | 1.66% |
| AMD (AMD) | 1.82% | 1.45% |
| Anheuser-Busch (BUD) | 1.82% | 1.41% |
| WP Carey (WPC) | 1.82% | 1.31% |
| Lockheed Martin (LMT) | 1.82% | 1.27% |
| Raytheon (RTX) | 0.91% | 1.24% |
| Netflix (NFLX) | 1.82% | 1.23% |
| Diageo (DEO) | 1.82% | 1.17% |
| Diageo (DGE.L) | 1.82% | 1.17% |
| Huntington Ingalls (HII) | 0.91% | 1.06% |
| Berkshire Hathaway (BRK.B) | 0.91% | 0.93% |
| PayPal (PYPL) | 1.82% | 0.91% |
| Vanguard Total Stock Market ETF (VTI) | 0.91% | 0.9% |
| Apple (AAPL) | 0.91% | 0.9% |
| Simon (SPG) | 0.91% | 0.85% |
| eToro Group LTD (ETOR) | 2.72% | 0.84% |
| BAE Systems (BA.L) | 0.91% | 0.8% |
| General Dynamics (GD) | 0.91% | 0.77% |
| McDonald's (MCD) | 0.91% | 0.74% |
| Thales (HO.PA) | 0.91% | 0.73% |
| XRP (XRP) | 1.82% | 0.7% |
| ASML (ASML) | 0.91% | 0.61% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.91% | 0.55% |
| Dassault Aviation (AM.PA) | 0.91% | 0.55% |
| Norwegian Cruise Line (NCLH) | 0.91% | 0.42% |
| Renault (RNO.PA) | 0.91% | 0.41% |
| CRISPR Therapeutics (CRSP) | 0.91% | 0.39% |
| EHang (EH) | 0.91% | 0.39% |
| Brookfield (BAM) | 0% | 0.14% |
| Teladoc (TDOC) | 0.91% | 0.04% |
| Intellia (NTLA) | 0.91% | 0.04% |
Cash & Instruments Over Time
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