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Portfolio Diversification
Range
Most Diversified
45 instruments
March 4, 2025
Least Diversified
0 instruments
February 2, 2025
Average
28.4 instruments
Most Consistent Holdings
Top 5
TLT99.56%
VTI99.56%
BND99.56%
BNDX99.56%
RMS.PA65.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 21.62% | 48.38% | 99.56% | - |
| Vanguard Total International Bond ETF (BNDX) | 2.97% | 3.44% | 99.56% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.87% | 4% | 99.56% | - |
| Hermes (RMS.PA) | 2.35% | 1.22% | 65.52% | - |
| Vanguard Total Bond Market ETF (BND) | 2.05% | 2.86% | 99.56% | - |
 Bitcoin (BTC) | 2% | 5.92% | 59.26% | - |
 Home Depot (HD) | 2% | 0% | 54.5% | 2/24/2025 |
 Cigna (CI) | 1.75% | 0% | 33.33% | 7/2/2024 |
 LVMH (MC.PA) | 1.72% | 0% | 33.6% | 4/7/2025 |
 BD (BDX) | 1.59% | 0% | 36.51% | 7/10/2024 |
 Salik (SALIK.AE) | 1.53% | 3.15% | 37.65% | - |
 Intel (INTC) | 1.48% | 0% | 27.16% | 3/12/2024 |
 American Water (AWK) | 1.41% | 1.23% | 53.88% | - |
 Qualcomm (QCOM) | 1.32% | 0% | 26.54% | 5/29/2024 |
 Medtronic (MDT.US) | 1.3% | 1.37% | 58.91% | - |
 Sika (SIKA.ZU) | 1.19% | 0% | 32.45% | 11/19/2024 |
 FactSet (FDS) | 1.12% | 0% | 49.56% | 8/12/2025 |
 S&P Global (SPGI) | 1.06% | 0% | 22.66% | 5/15/2024 |
 Intuit (INTU) | 1.03% | 0% | 19.31% | 5/24/2024 |
 Global Payments (GPN) | 1.01% | 0% | 21.69% | 6/13/2024 |
 Givaudan (GIVN.ZU) | 0.94% | 0% | 20.28% | 7/23/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.91% | 0% | 21.69% | 5/2/2025 |
 ASML (ASML.NV) | 0.9% | 0% | 17.2% | 9/26/2023 |
 Accenture (ACN) | 0.8% | 0% | 16.58% | 3/21/2024 |
 Gjensidige (GJF.OL) | 0.78% | 0% | 20.63% | 7/15/2024 |
 Tencent (0700.HK) | 0.73% | 0% | 23.72% | 12/22/2023 |
 Nordea (NDA_SE.ST) | 0.72% | 0% | 15.7% | 3/11/2024 |
 Ferrari (RACE) | 0.72% | 1.04% | 47.71% | - |
 Trelleborg (TREL-B.ST) | 0.71% | 0% | 13.84% | 10/18/2023 |
 MTR (00066.HK) | 0.71% | 0% | 12.87% | 5/30/2023 |
 Aon (AON) | 0.7% | 1.18% | 43.92% | - |
 Husqvarna (HUSQB.ST) | 0.7% | 0% | 17.37% | 10/19/2023 |
 Berkshire Hathaway (BRK.B) | 0.67% | 0% | 12.35% | 5/24/2023 |
 FIS (FIS) | 0.67% | 0% | 19.14% | 8/5/2025 |
 Centene (CNC) | 0.64% | 0% | 13.4% | 4/1/2024 |
 Pioneer Natural Resources Company (PXD) | 0.64% | 0% | 16.05% | 4/9/2024 |
 Airbus (AIR.PA) | 0.61% | 0% | 31.83% | 7/11/2025 |
 Akzo Nobel (AKZA.NV) | 0.6% | 0% | 11.99% | 10/19/2023 |
 Halma (HLMA.L) | 0.6% | 0% | 33.86% | 10/8/2025 |
 Avient (AVNT) | 0.59% | 0% | 28.22% | 4/3/2025 |
 Pandora (PNDORA.CO) | 0.57% | 0% | 9.96% | 10/9/2023 |
 Unilever (ULVR.L) | 0.53% | 0% | 28.04% | 9/8/2025 |
 Sonova (SOON.ZU) | 0.51% | 0% | 38.1% | 11/13/2025 |
 UnitedHealth (UNH) | 0.49% | 1.02% | 32.8% | - |
 UPM (UPM.HE) | 0.48% | 0% | 9.79% | 4/25/2023 |
 Neurocrine Biosciences (NBIX) | 0.48% | 0% | 14.73% | 8/28/2024 |
 Veeva (VEEV) | 0.47% | 0% | 29.98% | 11/21/2025 |
 Apple (AAPL) | 0.46% | 0% | 21.78% | 10/10/2025 |
 Tecan (TECN.ZU) | 0.46% | 0% | 10.32% | 6/18/2024 |
 Zebra (ZBRA) | 0.45% | 0% | 20.46% | 2/14/2025 |
 Iberdrola (IBE.MC) | 0.45% | 0% | 12.52% | 7/4/2024 |
 Dassault Systemes (DSY.PA) | 0.44% | 0% | 23.81% | 4/7/2025 |
 L'Oréal (OR.PA) | 0.43% | 0% | 25.57% | 11/4/2025 |
 Ashtead (AHT.L) | 0.4% | 0% | 6.26% | 3/15/2023 |
 Church & Dwight (CHD) | 0.39% | 0% | 7.14% | 4/4/2023 |
 Incyte (INCY) | 0.39% | 0% | 22.4% | 4/8/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.39% | 0% | 18.34% | 7/3/2025 |
 Texas Pacific (TPL) | 0.37% | 0% | 10.14% | 8/6/2024 |
 Deutsche Bank (DBK.DE) | 0.37% | 0% | 28.84% | 2/26/2025 |
 Sofina (SOF.BR) | 0.36% | 0% | 24.43% | 10/19/2025 |
 Legrand (LR.PA) | 0.35% | 0% | 12.17% | 6/6/2024 |
 Coca-Cola (KO) | 0.35% | 0% | 20.28% | 9/15/2025 |
 PayPal (PYPL) | 0.34% | 0% | 15.61% | 12/5/2024 |
 Parker-Hannifin (PH) | 0.33% | 0% | 17.02% | 3/4/2025 |
 McDonald's (MCD) | 0.32% | 0% | 15.78% | 1/13/2025 |
 Fiserv (FISV) | 0.31% | 0% | 5.29% | 3/14/2023 |
 Aalberts (AALB.NV) | 0.31% | 0% | 6.08% | 5/30/2023 |
 Thermo Fisher (TMO) | 0.3% | 0% | 5.56% | 5/17/2023 |
 ResMed (RMD) | 0.29% | 0.7% | 36.16% | - |
 ADM (ADM) | 0.29% | 1.55% | 19.31% | - |
 Applied Materials (AMAT) | 0.28% | 0% | 5.03% | 3/8/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.28% | 0% | 11.02% | 1/16/2024 |
 Cardano (ADA) | 0.28% | 1.29% | 33.69% | - |
 ICE (ICE) | 0.26% | 0% | 5.64% | 10/24/2023 |
 Lonza (LONN.ZU) | 0.25% | 0% | 12.52% | 10/17/2025 |
 3i (III.L) | 0.24% | 0% | 4.94% | 12/4/2023 |
 Scatec (SCATC.OL) | 0.24% | 0% | 29.54% | 9/22/2025 |
 Zoom (ZM) | 0.22% | 0% | 18.78% | 10/21/2024 |
 Valmet (VALMT.HE) | 0.21% | 1.12% | 17.11% | - |
 Campari (CPR.MI) | 0.21% | 1.29% | 16.93% | - |
 O'Reilly Auto (ORLY) | 0.21% | 2.28% | 8.47% | - |
 Alphabet (GOOGL) | 0.2% | 0% | 10.41% | 2/21/2025 |
 DocuSign (DOCU) | 0.2% | 0% | 20.02% | 6/6/2025 |
 AAK (AAK.ST) | 0.19% | 1.13% | 15.26% | - |
 Pfizer (PFE) | 0.19% | 0% | 10.58% | 11/15/2024 |
 Advance Auto Parts (AAP) | 0.19% | 0% | 7.5% | 8/22/2024 |
 Moncler (MONC.MI) | 0.19% | 0% | 6.61% | 6/6/2025 |
 Eurofins (ERF.PA) | 0.18% | 0% | 6.7% | 6/24/2024 |
 Dior (CDI.PA) | 0.18% | 0% | 8.2% | 8/2/2024 |
 Yara (YAR.OL) | 0.18% | 0% | 10.76% | 4/7/2025 |
 Accor (AC.PA) | 0.18% | 0% | 29.89% | 11/20/2025 |
 iShares China Large-Cap ETF (FXI) | 0.18% | 0% | 3.53% | 5/30/2023 |
 Alibaba (9988.HK) | 0.17% | 0% | 4.41% | 5/31/2023 |
 Sony (SONY) | 0.17% | 0% | 3% | 4/4/2023 |
 Visa (V) | 0.17% | 2.26% | 8.29% | - |
 Clorox (CLX) | 0.16% | 1.36% | 10.85% | - |
 Bristol-Myers Squibb (BMY) | 0.16% | 0% | 4.06% | 4/26/2024 |
 HelloFresh (HFG.DE) | 0.16% | 0% | 6.61% | 11/16/2023 |
 Intuitive Surgical (ISRG) | 0.16% | 0% | 10.93% | 9/3/2025 |
 Alkermes (ALKS) | 0.15% | 0.48% | 31.04% | - |
 Colgate (CL) | 0.15% | 1.53% | 10.58% | - |
 Builders FirstSource (BLDR) | 0.14% | 0% | 10.93% | 11/17/2025 |
 Freshpet (FRPT) | 0.14% | 0% | 3.17% | 9/22/2023 |
 Charter (CHTR) | 0.14% | 0% | 3% | 12/5/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.13% | 0% | 3.44% | 10/24/2025 |
 Harley-Davidson (HOG) | 0.13% | 0% | 3.17% | 4/25/2024 |
 Chipotle (CMG) | 0.13% | 0% | 7.05% | 12/13/2024 |
 Estee Lauder (EL) | 0.13% | 1.37% | 9.79% | - |
 Essity (ESSITYB.ST) | 0.13% | 0% | 9.61% | 2/11/2026 |
 Stellantis (STLA.US) | 0.13% | 0.91% | 10.23% | - |
 Roblox (RBLX) | 0.13% | 0% | 15.78% | 6/2/2025 |
 Inwit (INW.MI) | 0.13% | 0% | 12.17% | 12/19/2024 |
 FICO (FICO) | 0.13% | 0% | 8.91% | 8/4/2025 |
 EA (EA) | 0.12% | 0% | 6.97% | 1/23/2025 |
 Amadeus (AMS.MC) | 0.12% | 0% | 6.97% | 10/2/2024 |
 Tesla (TSLA) | 0.12% | 0% | 5.38% | 10/8/2025 |
 JPN225 Index (Non Expiry) (JPN225) | 0.11% | 0% | 5.47% | 8/14/2025 |
 Bayer (BAYN.DE) | 0.11% | 0% | 18.69% | 12/18/2025 |
 Woolworths (WOW.ASX) | 0.11% | 0% | 12.87% | 4/14/2025 |
 Waterstone Financial (WSBF) | 0.11% | 0% | 7.67% | 1/26/2026 |
 Orion (ORNBV.HE) | 0.11% | 0% | 11.38% | 4/7/2025 |
 Warner Bros Discovery (WBD) | 0.1% | 0% | 6.88% | 12/16/2025 |
 Experian (EXPN.L) | 0.1% | 0% | 2.03% | 11/15/2023 |
 Booking (BKNG) | 0.1% | 0% | 5.73% | 7/3/2025 |
 Viking Holdings Ltd (VIK) | 0.09% | 0% | 5.47% | 7/3/2025 |
 Orpea (EMEIS.PA) | 0.09% | 0.57% | 17.02% | - |
 Fnac Darty (FNAC.PA) | 0.09% | 0% | 19.22% | 2/11/2026 |
 MicroVision (MVIS) | 0.08% | 0% | 34.74% | 2/2/2026 |
 Broadcom (AVGO) | 0.08% | 0% | 4.94% | 7/3/2025 |
 Tritax (BBOX.L) | 0.08% | 0.88% | 9.44% | - |
 Bank of America (BAC) | 0.08% | 0% | 5.82% | 3/9/2023 |
 EUR/CHF (EURCHF) | 0.07% | 0% | 1.32% | 1/16/2023 |
 Mastercard (MA) | 0.07% | 1.17% | 5.64% | - |
 PepsiCo (PEP) | 0.07% | 1.35% | 4.5% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.07% | 0% | 3.62% | 10/11/2024 |
 Geely (00175.HK) | 0.07% | 0% | 3.17% | 10/31/2024 |
 Piaggio (PIA.MI) | 0.06% | 0% | 7.5% | 3/7/2025 |
 Dollar Tree (DLTR) | 0.06% | 0% | 9.17% | 6/5/2025 |
 Prosus (PRX.NV) | 0.06% | 0% | 3% | 5/31/2023 |
 Kering (KER.PA) | 0.06% | 0% | 4.41% | 3/21/2025 |
 Lincoln Electric (LECO) | 0.06% | 0% | 3.53% | 4/7/2025 |
 SPDR Gold (GLD) | 0.05% | 0% | 3.7% | 10/21/2025 |
 Galenica (GALE.ZU) | 0.05% | 0% | 0.88% | 1/11/2023 |
 Netcompany (NETC.CO) | 0.05% | 0% | 6.08% | 1/28/2025 |
 Stillfront (SF.ST) | 0.05% | 0% | 7.23% | 3/11/2025 |
 Cemex (CX) | 0.05% | 0% | 7.85% | 9/3/2025 |
 Snowflake (SNOW) | 0.05% | 0% | 4.06% | 12/15/2025 |
 Gerresheimer (GXI.DE) | 0.05% | 0% | 9.44% | 9/24/2025 |
 Euronext (ENX.PA) | 0.05% | 0% | 0.88% | 1/11/2023 |
 Getlink (GET.PA) | 0.04% | 0% | 7.32% | 8/25/2025 |
 Pernod Ricard (RI.PA) | 0.04% | 0% | 2.2% | 8/6/2024 |
 Verizon (VZ) | 0.04% | 0% | 0.71% | 1/9/2023 |
 Adobe (ADBE) | 0.04% | 0% | 1.59% | 11/18/2025 |
 DNO (DNO.OL) | 0.04% | 0% | 3.88% | 2/13/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 1.68% | 8/14/2024 |
 ESP35 Index (Non Expiry) (ESP35) | 0.03% | 0% | 0.62% | 1/26/2023 |
 A2A (A2A.MI) | 0.03% | 0% | 2.29% | 10/28/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.03% | 0% | 1.15% | 4/2/2025 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.97% | 7/30/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 0.44% | 3/21/2023 |
 Neste (NESTE.HE) | 0.02% | 0% | 3.26% | 7/24/2025 |
 VanEck Vectors Russia ETF (RSX) | 0.02% | 0% | 4.5% | 2/22/2023 |
 Waste Management (WM) | 0.02% | 1.34% | 1.41% | - |
 SCOR (SCR.PA) | 0.02% | 0% | 2.38% | 11/5/2025 |
 Veracyte (VCYT) | 0.02% | 0% | 4.94% | 9/21/2023 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 0.88% | 8/1/2024 |
 Demant (DEMANT.CO) | 0.02% | 0% | 2.12% | 4/10/2025 |
 Samsung (SMSN.L) | 0.02% | 0% | 1.41% | 1/17/2023 |
 Landis+Gyr (LAND.ZU) | 0.01% | 0% | 2.38% | 7/30/2025 |
 Terna (TRN.MI) | 0.01% | 0% | 1.59% | 10/28/2025 |
 Logitech (LOGN.ZU) | 0.01% | 0% | 0.79% | 4/3/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 0.71% | 3/28/2025 |
 BAE Systems (BA.L) | 0.01% | 0% | 1.5% | 11/29/2024 |
 iShares Silver Trust (SLV) | 0.01% | 0.15% | 1.76% | - |
 Union Pacific (UNP) | 0.01% | 1.96% | 0.62% | - |
 BBVA (BBVA.MC) | 0.01% | 0% | 1.68% | 8/31/2023 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.01% | 0% | 0.62% | 6/27/2025 |
 NZD/JPY (NZDJPY) | 0.01% | 0% | 0.18% | 4/28/2023 |
 Ford (F) | 0.01% | 0% | 3.35% | 10/27/2023 |
 Acciona (ANA.MC) | 0.01% | 0% | 1.32% | 6/13/2025 |
 Broadridge (BR) | 0.01% | 0% | 0.18% | 11/2/2023 |
 CSL (CSL.ASX) | 0.01% | 0% | 1.41% | 4/21/2023 |
 Micron (MU) | 0.01% | 0% | 1.06% | 9/14/2023 |
 Jumia (JMIA) | 0% | 0% | 0.79% | 4/3/2025 |
 Nestle (NESN.ZU) | 0% | 0% | 1.32% | 1/16/2023 |
 ACS (ACS.MC) | 0% | 0% | 3% | 5/23/2024 |
 Arista (ANET) | 0% | 0% | 0.09% | 5/2/2023 |
 NVIDIA (NVDA) | 0% | 0% | 0.35% | 3/7/2025 |
 Ferguson (FERG.L) | 0% | 0% | 0.35% | 6/6/2025 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.09% | 6/13/2025 |
 Limbach (LMB) | 0% | 0% | 0.09% | 3/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 43.2% | 49.38% |
| Bitcoin (BTC) | 8.71% | 6.72% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.64% | 4.05% |
| Vanguard Total International Bond ETF (BNDX) | 4.04% | 3.55% |
| Salik (SALIK.AE) | 2.9% | 3.2% |
| Vanguard Total Bond Market ETF (BND) | 3.21% | 2.95% |
| Visa (V) | 2.8% | 2.59% |
| O'Reilly Auto (ORLY) | 2.75% | 2.34% |
| Waterstone Financial (WSBF) | 1.44% | 1.44% |
| Medtronic (MDT.US) | 1.45% | 1.42% |
| ADM (ADM) | 1.45% | 1.38% |
| Aon (AON) | 1.45% | 1.35% |
| Essity (ESSITYB.ST) | 1.45% | 1.35% |
| Mastercard (MA) | 1.45% | 1.34% |
| Estee Lauder (EL) | 1.42% | 1.34% |
| Stellantis (STLA.US) | 1.45% | 1.33% |
| Colgate (CL) | 1.45% | 1.33% |
| Hermes (RMS.PA) | 1.45% | 1.31% |
| American Water (AWK) | 1.45% | 1.28% |
| AAK (AAK.ST) | 1.45% | 1.27% |
| UnitedHealth (UNH) | 1.45% | 1.22% |
| Valmet (VALMT.HE) | 1.45% | 1.19% |
| Campari (CPR.MI) | 1.45% | 1.14% |
| Ferrari (RACE) | 1.45% | 1.07% |
| Tritax (BBOX.L) | 0.88% | 0.81% |
| ResMed (RMD) | 0.72% | 0.7% |
| Orpea (EMEIS.PA) | 0.58% | 0.57% |
| Fnac Darty (FNAC.PA) | 0.58% | 0.44% |
| Alkermes (ALKS) | 0.58% | 0.42% |
| MicroVision (MVIS) | 0.29% | 0.15% |
Cash & Instruments Over Time
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