Portfolio Diversification
Range
Most Diversified
25 instruments
August 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.5 instruments
Most Consistent Holdings
Top 5
MSFT99.93%
AMZN99.93%
JPM99.93%
WMT99.93%
BRK.B99.93%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.96% | 4.95% | 99.93% | - |
 UnitedHealth (UNH) | 7.64% | 9.66% | 99.41% | - |
 NVIDIA (NVDA) | 6.43% | 7.43% | 99.19% | - |
| Amazon (AMZN) | 6.1% | 7.96% | 99.93% | - |
| JPMorgan (JPM) | 6.01% | 6.04% | 99.93% | - |
| Microsoft (MSFT) | 5.89% | 7.18% | 99.93% | - |
 Tesla (TSLA) | 5.55% | 3.5% | 98.16% | - |
 ExxonMobil (XOM) | 4.39% | 0% | 82.9% | 3/4/2025 |
 Deere (DE) | 4.35% | 0% | 77.97% | 2/24/2025 |
 Goldman Sachs (GS) | 4.29% | 5.92% | 99.93% | - |
 BJ's (BJ) | 3.9% | 5.06% | 99.93% | - |
 Apollo (APO) | 3.85% | 0% | 94.84% | 8/13/2025 |
 Solana (SOL) | 3.52% | 4.45% | 99.93% | - |
| Walmart (WMT) | 3.42% | 4.93% | 99.93% | - |
 Alphabet (GOOGL) | 3.38% | 8.27% | 71.55% | - |
 LVMH (MC.PA) | 3.21% | 0% | 82.54% | 2/27/2025 |
 Ethereum (ETH) | 2.99% | 3.2% | 99.93% | - |
 Bank of America (BAC) | 2.9% | 0% | 80.99% | 2/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.74% | 0% | 67.28% | 8/2/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.7% | 0% | 65.73% | 7/12/2024 |
 Rivian (RIVN) | 1.67% | 1.38% | 99.93% | - |
 BlackStone (BX) | 1.2% | 0% | 35.22% | 1/16/2024 |
 AMD (AMD) | 1.08% | 9.24% | 17.1% | - |
 Meta (META) | 1.04% | 0% | 37.73% | 9/22/2025 |
 Dow (DOW) | 0.87% | 0% | 41.34% | 12/28/2023 |
 Cardano (ADA) | 0.43% | 0% | 52.76% | 1/16/2024 |
 Estee Lauder (EL) | 0.42% | 0% | 11.05% | 1/19/2024 |
 Novo-Nordisk (NVO) | 0.36% | 7.54% | 5.08% | - |
 Crowdstrike (CRWD) | 0.25% | 0% | 10.32% | 7/23/2025 |
 eToro Group LTD (ETOR) | 0.12% | 2.13% | 10.61% | - |
 General Mills (GIS) | 0.09% | 0% | 5.16% | 3/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 5.6% | 7.74% |
| NVIDIA (NVDA) | 1.84% | 7.25% |
| Amazon (AMZN) | 6.72% | 7.12% |
| UnitedHealth (UNH) | 9.17% | 6.8% |
| Berkshire Hathaway (BRK.B) | 5.64% | 6.08% |
| Walmart (WMT) | 5.54% | 5.84% |
| LVMH (MC.PA) | 8.55% | 5.76% |
| JPMorgan (JPM) | 4.23% | 5.39% |
| Solana (SOL) | 3.64% | 5.01% |
| ExxonMobil (XOM) | 5.8% | 4.56% |
| Microsoft (MSFT) | 5.04% | 4.41% |
| Deere (DE) | 5.54% | 4.36% |
| BJ's (BJ) | 4.18% | 3.69% |
| Apollo (APO) | 1.9% | 3.55% |
| Alphabet (GOOGL) | 2.8% | 3.52% |
| Ethereum (ETH) | 3.99% | 3.39% |
| Goldman Sachs (GS) | 2.61% | 2.89% |
| Bank of America (BAC) | 2.19% | 2.4% |
| Meta (META) | 2.36% | 2.21% |
| Rivian (RIVN) | 3.76% | 2% |