Portfolio Diversification
Range
Most Diversified
49 instruments
October 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
33.3 instruments
Most Consistent Holdings
Top 5
GLD99.71%
VTI99.71%
NCLH99.71%
TDOC99.71%
GOOG99.64%
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) | 10.83% | 1.85% | 98.93% | - |
 IAG (IAG.L) | 4.44% | 2.59% | 99.43% | - |
| SPDR Gold (GLD) | 4.21% | 5.57% | 99.71% | - |
 Bitcoin (BTC) | 4.04% | 0% | 92.73% | 11/21/2025 |
 FedEx (FDX) | 2.55% | 0% | 62.58% | 6/28/2024 |
 NVIDIA (NVDA) | 2.26% | 5.23% | 54.88% | - |
 WP Carey (WPC) | 1.97% | 1.37% | 96.15% | - |
 Saab (SAABB.ST) | 1.85% | 4.85% | 54.88% | - |
 Raytheon (RTX) | 1.83% | 1.17% | 99.64% | - |
| Alphabet (GOOG) | 1.75% | 2.77% | 99.64% | - |
 AbbVie (ABBV) | 1.64% | 0.8% | 63.65% | - |
 McDonald's (MCD) | 1.62% | 0% | 95.08% | 12/5/2025 |
 Berkshire Hathaway (BRK.B) | 1.61% | 0.95% | 96.51% | - |
| Vanguard Total Stock Market ETF (VTI) | 1.57% | 0.92% | 99.71% | - |
 Viatris (VTRS) | 1.57% | 0% | 98.36% | 11/19/2025 |
 Simon (SPG) | 1.52% | 0.85% | 99.64% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 1.48% | 0% | 84.89% | 5/9/2025 |
 Amazon (AMZN) | 1.43% | 2.03% | 62.65% | - |
 GE (GE) | 1.38% | 3.09% | 54.6% | - |
 Microsoft (MSFT) | 1.34% | 1.73% | 64.79% | - |
 Anheuser-Busch (BUD) | 1.29% | 1.36% | 64.43% | - |
 Airbnb (ABNB) | 1.14% | 0% | 84.89% | 5/9/2025 |
 Disney (DIS) | 1.13% | 1.56% | 57.88% | - |
 CRISPR Therapeutics (CRSP) | 1.1% | 0.43% | 99.64% | - |
 Rheinmetall (RHM.DE) | 0.92% | 3.33% | 23.73% | - |
 Oil (Non Expiry) (OIL) | 0.87% | 0% | 10.48% | 10/8/2023 |
 Lockheed Martin (LMT) | 0.87% | 1.21% | 54.95% | - |
 Samsung (SMSN.L) | 0.87% | 1.74% | 51.96% | - |
| Norwegian Cruise Line (NCLH) | 0.84% | 0.36% | 99.71% | - |
 Dogecoin (DOGE) | 0.75% | 0% | 72.49% | 12/19/2024 |
 Brookfield Infrastructure (BIP) | 0.71% | 0% | 24.23% | 12/28/2022 |
 ARK Innovation ETF (ARKK) | 0.7% | 0% | 84.18% | 4/29/2025 |
 Zoom (ZM) | 0.61% | 0% | 84.68% | 5/6/2025 |
 Boeing (BA) | 0.59% | 0% | 36.64% | 4/16/2025 |
 Walmart (WMT) | 0.59% | 1.91% | 33.57% | - |
 Brookfield (BN.US) | 0.56% | 0% | 23.24% | 12/12/2022 |
 Intellia (NTLA) | 0.52% | 0.05% | 99.64% | - |
 GE Vernova (GEV) | 0.49% | 1.72% | 43.19% | - |
| Teladoc (TDOC) | 0.47% | 0.05% | 99.71% | - |
 iShares China Large-Cap ETF (FXI) | 0.43% | 0% | 20.17% | 10/24/2022 |
 TSMC (TSM) | 0.36% | 0% | 17.68% | 10/24/2022 |
 Coca-Cola (KO) | 0.36% | 0% | 11.69% | 6/14/2022 |
 AMD (AMD) | 0.32% | 1.49% | 15.61% | - |
 Airbus (AIR.PA) | 0.32% | 0% | 22.74% | 4/2/2025 |
 Tesla (TSLA) | 0.3% | 0% | 14.47% | 9/15/2025 |
 Energy Select Sector SPDR (XLE) | 0.29% | 0% | 8.13% | 4/25/2022 |
 Netflix (NFLX) | 0.28% | 0% | 16.89% | 12/5/2025 |
 Invesco QQQ (QQQ) | 0.26% | 0% | 8.41% | 4/29/2022 |
 iShares STOXX Europe 600 Banks UCITS ETF (SX7PEX.DE) | 0.26% | 1.66% | 16.82% | - |
 BAE Systems (BA.L) | 0.23% | 0% | 26.94% | 12/5/2025 |
 Huntington Ingalls (HII) | 0.19% | 0% | 22.81% | 12/5/2025 |
 General Dynamics (GD) | 0.17% | 0% | 23.45% | 12/5/2025 |
 Thales (HO.PA) | 0.17% | 0.72% | 19.96% | - |
 Brookfield (BAM) | 0.16% | 0.14% | 76.48% | - |
 eToro Group LTD (ETOR) | 0.16% | 1.05% | 14.33% | - |
 Leonardo DRS (DRS) | 0.16% | 0% | 19.32% | 12/5/2025 |
 Apple (AAPL) | 0.14% | 0.94% | 16.96% | - |
 Leonardo (LDO.MI) | 0.13% | 0% | 18.39% | 11/19/2025 |
 Renault (RNO.PA) | 0.12% | 0.44% | 22.52% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.1% | 0.57% | 17.25% | - |
 XRP (XRP) | 0.1% | 0.79% | 9.34% | - |
 EHang (EH) | 0.09% | 0.43% | 17.39% | - |
 Intel (INTC) | 0.09% | 0% | 8.84% | 11/20/2025 |
 Duolingo (DUOL) | 0.07% | 0% | 4.42% | 3/3/2022 |
 Dassault Aviation (AM.PA) | 0.06% | 0.55% | 10.62% | - |
 BlackRock (BLK) | 0.04% | 0% | 5.7% | 4/4/2025 |
 Boston Scientific (BSX.US) | 0.03% | 0% | 4.13% | 3/13/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.57% | 4/13/2022 |
 PayPal (PYPL) | 0.03% | 0.98% | 2.49% | - |
 ASML (ASML) | 0.02% | 0.64% | 3.42% | - |
 Ams (AMS.ZU) | 0.02% | 0% | 2.99% | 6/11/2025 |
 EUR/USD (EURUSD) | 0.01% | 0% | 1.14% | 9/9/2025 |
 GER40 Index (Non Expiry) (GER40) | 0% | 0% | 0.07% | 3/8/2022 |
 Vanguard S&P 500 ETF (VOO) | 0% | 0% | 0.21% | 4/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 4.72% | 14.33% |
| IAG (IAG.L) | 6.61% | 6.8% |
| NVIDIA (NVDA) | 1.89% | 4.83% |
| SPDR Gold (GLD) | 2.83% | 3.23% |
| AbbVie (ABBV) | 2.83% | 2.77% |
| Saab (SAABB.ST) | 1.89% | 2.53% |
| Amazon (AMZN) | 1.89% | 2.43% |
| GE (GE) | 1.89% | 2.27% |
| Bitcoin (BTC) | 2.83% | 2.13% |
| Disney (DIS) | 1.89% | 2.07% |
| Microsoft (MSFT) | 1.89% | 1.89% |
| Walmart (WMT) | 1.89% | 1.88% |
| Lockheed Martin (LMT) | 1.89% | 1.63% |
| Airbus (AIR.PA) | 1.89% | 1.47% |
| WP Carey (WPC) | 1.89% | 1.41% |
| Anheuser-Busch (BUD) | 1.89% | 1.4% |
| Boeing (BA) | 1.89% | 1.34% |
| Alphabet (GOOG) | 0.94% | 1.16% |
| GE Vernova (GEV) | 0% | 1.12% |
| Berkshire Hathaway (BRK.B) | 0.94% | 1.07% |
| Simon (SPG) | 0.94% | 1% |
| Vanguard Total Stock Market ETF (VTI) | 0.94% | 0.99% |
| Raytheon (RTX) | 0.94% | 0.99% |
| Samsung (SMSN.L) | 1.89% | 0.98% |
| Viatris (VTRS) | 0.94% | 0.91% |
| McDonald's (MCD) | 0.94% | 0.89% |
| The Health Care Select Sector SPDR Fund (XLV) | 0.94% | 0.79% |
| BAE Systems (BA.L) | 0.94% | 0.67% |
| Airbnb (ABNB) | 0.94% | 0.61% |
| Norwegian Cruise Line (NCLH) | 0.94% | 0.61% |
| ARK Innovation ETF (ARKK) | 0.94% | 0.45% |
| CRISPR Therapeutics (CRSP) | 0.94% | 0.37% |
| Zoom (ZM) | 0.94% | 0.3% |
| Brookfield (BAM) | 0% | 0.18% |
| Teladoc (TDOC) | 0.94% | 0.07% |
| Intellia (NTLA) | 0.94% | 0.07% |