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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.DE45.59%
VZ36.76%
KO36.65%
XOM32.69%
BAC32.58%
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) | 18.71% | 0% | 45.59% | 7/2/2025 |
| Verizon (VZ) | 9.94% | 29.66% | 36.76% | - |
 Bayer (BAYN.DE) | 8.5% | 0% | 10.86% | 8/16/2024 |
 Shiba (in millions) (SHIBxM) | 6.1% | 0% | 14.93% | 7/2/2025 |
 MFE (MFEB.MI) | 5.7% | 0% | 17.31% | 2/25/2025 |
| Bank of America (BAC) | 5.59% | 15.02% | 32.58% | - |
 Mercedes-Benz (MBG.DE) | 5.23% | 0% | 17.08% | 2/13/2025 |
 Merck (MRK) | 4.75% | 0% | 28.28% | 3/12/2026 |
| Coca-Cola (KO) | 4.46% | 10.16% | 36.65% | - |
 NVIDIA (NVDA) | 4.3% | 0% | 16.18% | 5/27/2025 |
 Gold (Non Expiry) (GOLD) | 4.22% | 0% | 9.73% | 9/12/2024 |
 Intel (INTC) | 3.31% | 20.21% | 21.83% | - |
| ExxonMobil (XOM) | 2.13% | 6.43% | 32.69% | - |
 Dogecoin (DOGE) | 2% | 0% | 12.56% | 5/27/2025 |
 Palantir (PLTR) | 1.6% | 0% | 10.29% | 10/1/2025 |
 Azimut (AZM.MI) | 1.45% | 0% | 4.19% | 7/3/2025 |
 AMD (AMD) | 1.35% | 0% | 10.86% | 10/6/2025 |
 Apple (AAPL) | 0.85% | 0% | 6.45% | 10/16/2024 |
 EUR/CAD (EURCAD) | 0.83% | 0% | 3.05% | 6/11/2024 |
 Microsoft (MSFT) | 0.82% | 0% | 3.51% | 9/19/2024 |
 MFA Financial (MFA) | 0.8% | 18.4% | 4.3% | - |
 Ferrari (RACE) | 0.53% | 0% | 1.92% | 10/18/2024 |
 Tesla (TSLA) | 0.5% | 0% | 3.62% | 10/25/2024 |
 Rolls-Royce (RR.L) | 0.5% | 0% | 2.15% | 12/6/2023 |
 Cardano (ADA) | 0.46% | 0% | 4.07% | 3/2/2025 |
 XRP (XRP) | 0.12% | 0% | 0.68% | 2/20/2025 |
 EUR/CHF (EURCHF) | 0.04% | 0% | 0.11% | 3/26/2024 |
 Sei (SEI) | 0.02% | 0% | 0.23% | 3/4/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 1.7% | 12/20/2023 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.11% | 5/14/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.23% | 3/14/2024 |
 EUR/JPY (EURJPY) | 0% | 0% | 0.23% | 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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