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Portfolio Diversification
Range
Most Diversified
7 instruments
July 4, 2025
Least Diversified
0 instruments
April 5, 2024
Average
3.9 instruments
Most Consistent Holdings
Top 5
P911.DE43.29%
KO39.21%
VZ35.88%
BAC33.08%
XOM32.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Porsche (P911.DE) | 17.77% | 0% | 43.29% | 7/2/2025 |
| Verizon (VZ) | 9.71% | 0% | 35.88% | 4/30/2026 |
 Bayer (BAYN.DE) | 8.07% | 0% | 10.31% | 8/16/2024 |
 Shiba (in millions) (SHIBxM) | 5.79% | 0% | 14.18% | 7/2/2025 |
| Bank of America (BAC) | 5.59% | 0% | 33.08% | 5/12/2026 |
 MFE (MFEB.MI) | 5.41% | 0% | 16.43% | 2/25/2025 |
 Mercedes-Benz (MBG.DE) | 4.97% | 0% | 16.22% | 2/13/2025 |
| Coca-Cola (KO) | 4.65% | 8.98% | 39.21% | - |
 Merck (MRK) | 4.51% | 0% | 26.85% | 3/12/2026 |
 NVIDIA (NVDA) | 4.09% | 0% | 15.36% | 5/27/2025 |
 Gold (Non Expiry) (GOLD) | 4.01% | 0% | 9.24% | 9/12/2024 |
 Intel (INTC) | 3.37% | 0% | 21.7% | 4/30/2026 |
| ExxonMobil (XOM) | 2.08% | 0% | 32.01% | 4/30/2026 |
 Dogecoin (DOGE) | 1.9% | 0% | 11.92% | 5/27/2025 |
 Palantir (PLTR) | 1.52% | 0% | 9.77% | 10/1/2025 |
 MFA Financial (MFA) | 1.45% | 14.12% | 8.59% | - |
 Azimut (AZM.MI) | 1.37% | 0% | 3.97% | 7/3/2025 |
 AMD (AMD) | 1.28% | 0% | 10.31% | 10/6/2025 |
 Take-Two (TTWO) | 1.05% | 42.96% | 2.36% | - |
 HP (HPQ) | 0.82% | 24.95% | 3.54% | - |
 Apple (AAPL) | 0.81% | 0% | 6.12% | 10/16/2024 |
 EUR/CAD (EURCAD) | 0.79% | 0% | 2.9% | 6/11/2024 |
 Microsoft (MSFT) | 0.77% | 0% | 3.33% | 9/19/2024 |
 Ferrari (RACE) | 0.51% | 0% | 1.83% | 10/18/2024 |
 Corning (GLW) | 0.5% | 0% | 1.29% | 5/12/2026 |
 Tesla (TSLA) | 0.48% | 0% | 3.44% | 10/25/2024 |
 Rolls-Royce (RR.L) | 0.48% | 0% | 2.04% | 12/6/2023 |
 Cardano (ADA) | 0.44% | 0% | 3.87% | 3/2/2025 |
 Moderna (MRNA) | 0.21% | 8.99% | 2.36% | - |
 XRP (XRP) | 0.12% | 0% | 0.64% | 2/20/2025 |
 EUR/CHF (EURCHF) | 0.04% | 0% | 0.11% | 3/26/2024 |
 Sei (SEI) | 0.02% | 0% | 0.21% | 3/4/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 1.61% | 12/20/2023 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.11% | 5/14/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.21% | 3/14/2024 |
 EUR/JPY (EURJPY) | 0% | 0% | 0.21% | 3/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Verizon (VZ) | 34.8% | 31.28% |
| Bank of America (BAC) | 17.03% | 18.4% |
| Merck (MRK) | 14.94% | 18.29% |
| Intel (INTC) | 14.52% | 13.64% |
| Coca-Cola (KO) | 11.95% | 11.32% |
| ExxonMobil (XOM) | 5.97% | 6.3% |
Cash & Instruments Over Time
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