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Portfolio Diversification
Range
Most Diversified
7 instruments
July 4, 2025
Least Diversified
0 instruments
April 5, 2024
Average
3.8 instruments
Most Consistent Holdings
Top 5
P911.DE48.03%
VZ33.61%
KO33.49%
XOM29.32%
BAC29.2%
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) | 19.72% | 0% | 48.03% | 7/2/2025 |
 Bayer (BAYN.DE) | 8.96% | 0% | 11.44% | 8/16/2024 |
| Verizon (VZ) | 8.79% | 34.16% | 33.61% | - |
 Shiba (in millions) (SHIBxM) | 6.43% | 0% | 15.73% | 7/2/2025 |
 MFE (MFEB.MI) | 6% | 0% | 18.24% | 2/25/2025 |
 Mercedes-Benz (MBG.DE) | 5.51% | 0% | 18% | 2/13/2025 |
| Bank of America (BAC) | 5.15% | 14.19% | 29.2% | - |
 Merck (MRK) | 4.9% | 17.55% | 29.2% | - |
 NVIDIA (NVDA) | 4.54% | 0% | 17.04% | 5/27/2025 |
 Gold (Non Expiry) (GOLD) | 4.45% | 0% | 10.25% | 9/12/2024 |
| Coca-Cola (KO) | 4.15% | 10.88% | 33.49% | - |
 Intel (INTC) | 2.65% | 13.98% | 17.88% | - |
 Dogecoin (DOGE) | 2.11% | 0% | 13.23% | 5/27/2025 |
| ExxonMobil (XOM) | 1.88% | 6.9% | 29.32% | - |
 Palantir (PLTR) | 1.68% | 0% | 10.85% | 10/1/2025 |
 Azimut (AZM.MI) | 1.52% | 0% | 4.41% | 7/3/2025 |
 AMD (AMD) | 1.42% | 0% | 11.44% | 10/6/2025 |
 Apple (AAPL) | 0.9% | 0% | 6.79% | 10/16/2024 |
 EUR/CAD (EURCAD) | 0.88% | 0% | 3.22% | 6/11/2024 |
 Microsoft (MSFT) | 0.86% | 0% | 3.69% | 9/19/2024 |
 Ferrari (RACE) | 0.56% | 0% | 2.03% | 10/18/2024 |
 Tesla (TSLA) | 0.53% | 0% | 3.81% | 10/25/2024 |
 Rolls-Royce (RR.L) | 0.53% | 0% | 2.26% | 12/6/2023 |
 Cardano (ADA) | 0.49% | 0% | 4.29% | 3/2/2025 |
 XRP (XRP) | 0.13% | 0% | 0.72% | 2/20/2025 |
 EUR/CHF (EURCHF) | 0.04% | 0% | 0.12% | 3/26/2024 |
 Sei (SEI) | 0.02% | 0% | 0.24% | 3/4/2025 |
 Bitcoin (BTC) | 0.02% | 0% | 1.79% | 12/20/2023 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.12% | 5/14/2024 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.24% | 3/14/2024 |
 EUR/JPY (EURJPY) | 0% | 0% | 0.24% | 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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