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Portfolio Diversification
Range
Most Diversified
25 instruments
August 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21 instruments
Most Consistent Holdings
Top 5
MSFT99.53%
AMZN99.53%
JPM99.53%
WMT99.53%
BRK.B99.53%
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) | 7.77% | 10.06% | 99.06% | - |
| Berkshire Hathaway (BRK.B) | 7.66% | 5.22% | 99.53% | - |
 NVIDIA (NVDA) | 6.49% | 7.55% | 98.8% | - |
| Amazon (AMZN) | 6.28% | 8.77% | 99.53% | - |
| JPMorgan (JPM) | 6% | 6.02% | 99.53% | - |
| Microsoft (MSFT) | 5.96% | 9.06% | 99.53% | - |
 Tesla (TSLA) | 5.25% | 0% | 95.92% | 2/5/2026 |
 Goldman Sachs (GS) | 4.34% | 0% | 98.46% | 2/20/2026 |
 BJ's (BJ) | 4.06% | 7.19% | 99.53% | - |
 ExxonMobil (XOM) | 3.99% | 0% | 75.25% | 3/4/2025 |
 Deere (DE) | 3.95% | 0% | 70.77% | 2/24/2025 |
 Alphabet (GOOGL) | 3.88% | 9.19% | 73.78% | - |
| Walmart (WMT) | 3.56% | 3.48% | 99.53% | - |
 Apollo (APO) | 3.49% | 0% | 86.09% | 8/13/2025 |
 Solana (SOL) | 3.46% | 2.07% | 99.53% | - |
 Ethereum (ETH) | 2.92% | 1.67% | 99.53% | - |
 LVMH (MC.PA) | 2.91% | 0% | 74.92% | 2/27/2025 |
 Bank of America (BAC) | 2.64% | 0% | 73.51% | 2/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.49% | 0% | 61.07% | 8/2/2024 |
 AMD (AMD) | 1.75% | 8.88% | 24.28% | - |
 Rivian (RIVN) | 1.67% | 1.7% | 99.53% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.54% | 0% | 59.67% | 7/12/2024 |
 BlackStone (BX) | 1.08% | 0% | 31.97% | 1/16/2024 |
 Novo-Nordisk (NVO) | 1.05% | 6.87% | 13.44% | - |
 Meta (META) | 0.95% | 0% | 34.25% | 9/22/2025 |
 Dow (DOW) | 0.79% | 0% | 37.53% | 12/28/2023 |
 Cardano (ADA) | 0.39% | 0% | 47.89% | 1/16/2024 |
 Estee Lauder (EL) | 0.38% | 0% | 10.03% | 1/19/2024 |
 eToro Group LTD (ETOR) | 0.34% | 3.41% | 18.39% | - |
 Crowdstrike (CRWD) | 0.23% | 0% | 9.36% | 7/23/2025 |
 General Mills (GIS) | 0.08% | 0% | 4.68% | 3/8/2024 |
 Netflix (NFLX) | 0.08% | 5.18% | 2.01% | - |
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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