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Portfolio Diversification
Range
Most Diversified
41 instruments
September 17, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.3 instruments
Most Consistent Holdings
Top 5
META99.29%
GOOG97.1%
V88.66%
BKNG88.02%
BATS.L55.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 15, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 16.56% | 2.77% | 99.29% | - |
| Alphabet (GOOG) | 11.88% | 2.52% | 97.1% | - |
| Visa (V) | 9.3% | 9.87% | 88.66% | - |
| Booking (BKNG) | 4.97% | 4.54% | 88.02% | - |
| BAT (BATS.L) | 4.12% | 0% | 55.86% | 10/15/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.84% | 0% | 20.23% | 4/23/2024 |
 McDonald's (MCD) | 2.78% | 8.04% | 49.36% | - |
 Alibaba (BABA) | 2.46% | 0% | 51.16% | 3/19/2026 |
 Evolution (EVO.ST) | 2.43% | 0% | 54.25% | 2/5/2026 |
 Novo-Nordisk (NVO) | 2.26% | 0% | 24.23% | 2/4/2026 |
 Vanguard Total World Stock ETF (VT.US) | 2.22% | 0% | 10.89% | 9/4/2022 |
 Unilever (ULVR.L) | 2.14% | 0% | 31.31% | 2/17/2025 |
 Amazon (AMZN) | 1.49% | 0% | 29.45% | 1/27/2026 |
 L'Oréal (OR.PA) | 1.4% | 0% | 29.19% | 5/22/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.32% | 0% | 9.66% | 3/27/2026 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 1.05% | 0% | 7.99% | 4/23/2024 |
 SPDR Gold (GLD) | 1.02% | 0.79% | 13.6% | - |
 PepsiCo (PEP) | 0.94% | 0% | 19.14% | 10/14/2025 |
 Intel (INTC) | 0.86% | 0% | 20.88% | 2/24/2023 |
 Ferrari (RACE) | 0.84% | 6.29% | 17.33% | - |
 LVMH (MC.PA) | 0.84% | 0% | 35.5% | 10/3/2025 |
 Microsoft (MSFT) | 0.81% | 0% | 15.72% | 6/8/2023 |
 Mastercard (MA) | 0.8% | 0% | 14.69% | 6/8/2023 |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.79% | 0% | 7.99% | 4/23/2024 |
 Verisign (VRSN) | 0.76% | 0% | 16.24% | 11/27/2024 |
 Hermes (RMS.PA) | 0.74% | 7.37% | 17.59% | - |
 Salesforce (CRM) | 0.72% | 0% | 25.45% | 1/8/2026 |
 T. Rowe Price (TROW) | 0.65% | 0% | 13.14% | 2/24/2023 |
 General Mills (GIS) | 0.61% | 0% | 10.5% | 7/14/2025 |
 Chevron (CVX.US) | 0.59% | 5.06% | 9.41% | - |
 Netflix (NFLX) | 0.55% | 4.8% | 9.34% | - |
 Philip Morris (PM) | 0.49% | 0% | 7.8% | 10/11/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.48% | 0% | 11.66% | 9/20/2022 |
 US Bancorp (USB) | 0.44% | 0% | 7.15% | 9/21/2023 |
 MSCI (MSCI) | 0.42% | 0% | 11.92% | 1/26/2026 |
 S&P Global (SPGI) | 0.41% | 5.23% | 9.54% | - |
 iShares China Large-Cap ETF (FXI) | 0.41% | 0% | 11.66% | 9/20/2022 |
 Adobe (ADBE) | 0.38% | 0% | 20.3% | 2/24/2023 |
 Airbnb (ABNB) | 0.35% | 0% | 10.82% | 1/23/2025 |
 Moncler (MONC.MI) | 0.35% | 0% | 21.71% | 10/3/2025 |
 Brown-Forman (BF-B) | 0.32% | 0% | 23.78% | 10/27/2025 |
 Merck (MRK) | 0.31% | 0% | 11.66% | 9/20/2022 |
 Bristol-Myers Squibb (BMY) | 0.29% | 0% | 11.66% | 9/20/2022 |
 Hershey (HSY) | 0.27% | 0% | 8.76% | 5/9/2025 |
 iShares Silver Trust (SLV) | 0.24% | 0% | 10.89% | 9/4/2022 |
 FinecoBank (FBK.MI) | 0.23% | 0% | 7.15% | 12/13/2023 |
 Gilead Sciences (GILD) | 0.23% | 0% | 8.89% | 8/1/2022 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.21% | 0% | 3.93% | 9/4/2022 |
 FactSet (FDS) | 0.21% | 0% | 8.25% | 1/26/2026 |
 Uber (UBER) | 0.19% | 0% | 4.7% | 5/5/2026 |
 Novartis (NVS) | 0.16% | 0% | 7.67% | 9/20/2022 |
 CME Group (CME) | 0.16% | 5.38% | 6.51% | - |
 Dr. Martens (DOCS.L) | 0.16% | 0% | 11.34% | 4/3/2025 |
 iShares MSCI Switzerland ETF (EWL) | 0.15% | 0% | 3.99% | 8/19/2022 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.15% | 0% | 5.99% | 9/20/2022 |
 Adyen (ADYEN.NV) | 0.15% | 0% | 6.57% | 11/26/2025 |
 Domino's (DPZ) | 0.13% | 0% | 12.63% | 6/23/2026 |
 Roche (ROP.ZU) | 0.12% | 0% | 5.28% | 10/2/2023 |
 PayPal (PYPL) | 0.11% | 0% | 9.21% | 9/26/2022 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.11% | 0% | 1.16% | 3/27/2026 |
 ICE (ICE) | 0.1% | 6.48% | 1.74% | - |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 0% | 7.15% | 9/4/2022 |
 BlackRock (BLK) | 0.08% | 0% | 8.44% | 9/20/2022 |
 Walgreens (WBA) | 0.08% | 0% | 6.25% | 9/20/2022 |
 iShares Gold Trust (IAU) | 0.08% | 0% | 1.61% | 7/5/2022 |
 Plus500 (PLUS.L) | 0.07% | 0% | 5.99% | 6/15/2022 |
 Toast (TOST) | 0.07% | 0% | 8.44% | 11/24/2025 |
 Campari (CPR.MI) | 0.07% | 0% | 5.15% | 5/9/2025 |
 SAP (SAP.DE) | 0.06% | 0% | 11.66% | 9/20/2022 |
 Constellation Brands (STZ) | 0.06% | 0% | 3.67% | 8/14/2025 |
 VMware (VMW) | 0.05% | 0% | 5.99% | 6/15/2022 |
 Greggs (GRG.L) | 0.05% | 0% | 2% | 8/14/2025 |
 Fiverr (FVRR) | 0.04% | 0% | 16.62% | 6/18/2025 |
 Micron (MU) | 0.04% | 0% | 8.83% | 9/20/2022 |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0% | 1.35% | 2/25/2026 |
 Stillfront (SF.ST) | 0.04% | 0% | 3.74% | 5/11/2022 |
 Amundi (AMUN.PA) | 0.03% | 0% | 6.7% | 9/20/2022 |
 Chegg (CHGG) | 0.03% | 0% | 3.74% | 5/11/2022 |
 AbbVie (ABBV) | 0.02% | 0% | 1.68% | 9/20/2022 |
 3M (MMM) | 0.02% | 0% | 4.64% | 9/20/2022 |
 Accenture (ACN) | 0.02% | 1.5% | 1.61% | - |
 Rollins Inc. (ROL.RTH) | 0.02% | 1.64% | 1.42% | - |
 WisdomTree Brent Crude Oil (BRNT.L) | 0.02% | 0% | 0.45% | 3/19/2026 |
 Clorox (CLX) | 0.02% | 0% | 2.71% | 9/20/2022 |
 Procter & Gamble (PG) | 0.02% | 0% | 2.71% | 9/20/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.02% | 0% | 3.99% | 8/19/2022 |
 Verizon (VZ) | 0.02% | 0% | 3.29% | 9/20/2022 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 1.68% | 9/20/2022 |
 Adidas (ADS.DE) | 0.01% | 0% | 5.67% | 9/20/2022 |
 GSK (GSK.L) | 0.01% | 0% | 1.68% | 9/20/2022 |
 Whirlpool (WHR) | 0.01% | 0% | 2.96% | 5/3/2022 |
 Altria (MO) | 0.01% | 0% | 1.22% | 9/20/2022 |
 Wolters Kluwer (WKL.NV) | 0.01% | 1.63% | 0.52% | - |
 HP (HPQ) | 0% | 0% | 0.71% | 9/20/2022 |
 Sanofi (SAN.PA) | 0% | 0% | 0.64% | 9/20/2022 |
 Intuit (INTU) | 0% | 0.87% | 0.32% | - |
 ABF (ABF.L) | 0% | 0% | 0.64% | 9/20/2022 |
 Fortinet (FTNT) | 0% | 0% | 0.77% | 9/20/2022 |
 Takeda (TAK) | 0% | 0% | 0.71% | 9/20/2022 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.26% | 7/6/2026 |
 Teva (TEVA) | 0% | 0% | 0.19% | 9/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Novo-Nordisk (NVO) | 17.25% | 12.15% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 13.74% | 10.83% |
| Meta (META) | 2.39% | 10.37% |
| Alphabet (GOOG) | 4.46% | 9.93% |
| Visa (V) | 7.73% | 8.75% |
| Amazon (AMZN) | 5.98% | 6.23% |
| Chevron (CVX.US) | 7.82% | 6.07% |
| Alibaba (BABA) | 3.16% | 4.65% |
| Salesforce (CRM) | 5.32% | 4.62% |
| MSCI (MSCI) | 5.31% | 4.44% |
| L'Oréal (OR.PA) | 5.06% | 4.34% |
| Ferrari (RACE) | 4.26% | 3.1% |
| McDonald's (MCD) | 2.91% | 2.81% |
| FactSet (FDS) | 3.51% | 2.68% |
| Evolution (EVO.ST) | 6.59% | 2.67% |
| Hermes (RMS.PA) | 3.19% | 2.51% |
| Booking (BKNG) | 1.06% | 2.38% |
Cash & Instruments Over Time
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