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Portfolio Diversification
Range
Most Diversified
25 instruments
August 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.7 instruments
Most Consistent Holdings
Top 5
MSFT99.42%
AMZN99.42%
JPM99.42%
BRK.B99.42%
BJ99.42%
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 |
|---|---|---|---|---|
 UnitedHealth (UNH) | 7.84% | 10.29% | 98.97% | - |
| Berkshire Hathaway (BRK.B) | 7.53% | 3.95% | 99.42% | - |
 NVIDIA (NVDA) | 6.59% | 9.31% | 98.71% | - |
| Amazon (AMZN) | 6.37% | 8.85% | 99.42% | - |
| Microsoft (MSFT) | 6.09% | 9.59% | 99.42% | - |
| JPMorgan (JPM) | 5.98% | 5.07% | 99.42% | - |
 Tesla (TSLA) | 5.05% | 0% | 92.16% | 2/5/2026 |
 Goldman Sachs (GS) | 4.17% | 0% | 94.6% | 2/20/2026 |
| BJ's (BJ) | 4.15% | 5.58% | 99.42% | - |
 Alphabet (GOOGL) | 4.07% | 9.7% | 74.68% | - |
 ExxonMobil (XOM) | 3.83% | 0% | 72.3% | 3/4/2025 |
 Deere (DE) | 3.79% | 0% | 67.99% | 2/24/2025 |
 Walmart (WMT) | 3.46% | 0% | 97.43% | 4/6/2026 |
 Solana (SOL) | 3.4% | 1.76% | 99.42% | - |
 Apollo (APO) | 3.35% | 0% | 82.71% | 8/13/2025 |
 Ethereum (ETH) | 2.87% | 1.55% | 99.42% | - |
 LVMH (MC.PA) | 2.8% | 0% | 71.98% | 2/27/2025 |
 Bank of America (BAC) | 2.53% | 0% | 70.63% | 2/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.39% | 0% | 58.68% | 8/2/2024 |
 AMD (AMD) | 2.09% | 14.93% | 27.12% | - |
 Rivian (RIVN) | 1.67% | 1.25% | 99.42% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.48% | 0% | 57.33% | 7/12/2024 |
 Novo-Nordisk (NVO) | 1.35% | 10.3% | 16.71% | - |
 BlackStone (BX) | 1.04% | 0% | 30.72% | 1/16/2024 |
 Meta (META) | 0.91% | 0% | 32.9% | 9/22/2025 |
 Dow (DOW) | 0.76% | 0% | 36.05% | 12/28/2023 |
 eToro Group LTD (ETOR) | 0.47% | 4.18% | 21.47% | - |
 Cardano (ADA) | 0.37% | 0% | 46.02% | 1/16/2024 |
 Estee Lauder (EL) | 0.37% | 0% | 9.64% | 1/19/2024 |
 Netflix (NFLX) | 0.25% | 3.68% | 5.72% | - |
 Crowdstrike (CRWD) | 0.22% | 0% | 9% | 7/23/2025 |
 General Mills (GIS) | 0.08% | 0% | 4.5% | 3/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 15.53% | 9.62% |
| Alphabet (GOOGL) | 6.04% | 9.11% |
| Novo-Nordisk (NVO) | 12.26% | 8.55% |
| Amazon (AMZN) | 8.82% | 8.36% |
| AMD (AMD) | 5.3% | 8.1% |
| NVIDIA (NVDA) | 2.02% | 7.47% |
| Microsoft (MSFT) | 7.14% | 6.62% |
| JPMorgan (JPM) | 4.63% | 6.34% |
| BJ's (BJ) | 8.76% | 6.32% |
| Goldman Sachs (GS) | 4.37% | 5.69% |
| Walmart (WMT) | 4.03% | 5.06% |
| Berkshire Hathaway (BRK.B) | 4.41% | 4.96% |
| Tesla (TSLA) | 1.54% | 3.02% |
| Solana (SOL) | 3.59% | 2.9% |
| Ethereum (ETH) | 3.12% | 2.36% |
| eToro Group LTD (ETOR) | 4.26% | 2.28% |
| Rivian (RIVN) | 2.53% | 2.06% |
Cash & Instruments Over Time
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