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Portfolio Diversification
Range
Most Diversified
61 instruments
January 8, 2026
Least Diversified
0 instruments
February 2, 2025
Average
40.9 instruments
Most Consistent Holdings
Top 5
IBM99.5%
9988.HK99.5%
CRSR99.5%
PLUG99.5%
ARKG99.5%
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 |
|---|---|---|---|---|
 Microsoft (MSFT) | 6.72% | 4.5% | 99.43% | - |
 Nio (NIO) | 3.17% | 0.55% | 99.37% | - |
 Monster Beverage (MNST) | 2.91% | 2.8% | 97.79% | - |
 AMD (AMD) | 2.8% | 0% | 95.39% | 3/30/2026 |
 NVIDIA (NVDA) | 2.42% | 0% | 53.44% | 5/27/2024 |
| IBM (IBM) | 1.93% | 1.08% | 99.5% | - |
 Samsung (SMSN.L) | 1.73% | 1.3% | 99.31% | - |
 Alphabet (GOOG) | 1.57% | 2.18% | 96.4% | - |
 Apple (AAPL) | 1.23% | 1.2% | 52.11% | - |
 Cal-Maine Foods (CALM) | 1.18% | 1.18% | 68.96% | - |
 Palo Alto Networks (PANW) | 1.17% | 0% | 93.19% | 2/27/2026 |
 iShares Physical Gold ETC (PPFB.DE) | 1.12% | 3.13% | 35.9% | - |
 Fortinet (FTNT) | 1.12% | 0% | 93.38% | 2/27/2026 |
 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 1.1% | 5.35% | 23.22% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.05% | 9.57% | 23.53% | - |
 Texas Pacific (TPL) | 1.04% | 1.75% | 51.36% | - |
 Crowdstrike (CRWD) | 1.01% | 0% | 92.74% | 2/27/2026 |
 Mastercard (MA) | 0.93% | 0% | 96.21% | 4/13/2026 |
 Uber (UBER) | 0.92% | 0% | 96.09% | 4/13/2026 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 0.91% | 0% | 33.06% | 5/13/2026 |
 Visa (V) | 0.87% | 0.62% | 99.37% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.86% | 0.81% | 99.31% | - |
 Verisign (VRSN) | 0.84% | 2.3% | 36.97% | - |
 Amazon (AMZN) | 0.83% | 0.74% | 99.05% | - |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 0.83% | 0% | 21.45% | 4/27/2026 |
 iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 0.8% | 2.4% | 37.22% | - |
 Palantir (PLTR) | 0.78% | 1.09% | 99.24% | - |
 Sony (SONY) | 0.78% | 0% | 96.21% | 4/13/2026 |
 Intuit (INTU) | 0.77% | 0.25% | 98.55% | - |
 Pfizer (PFE) | 0.76% | 0% | 99.18% | 6/1/2026 |
 Exelon (EXC) | 0.67% | 0.71% | 68.96% | - |
 iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 0.67% | 1.71% | 36.21% | - |
 iShares USD Corp Bond UCITS ETF (IBCD.DE) | 0.65% | 1.48% | 35.9% | - |
 PayPal (PYPL) | 0.64% | 0.2% | 99.31% | - |
 Vanguard Small-Cap Growth ETF (VBK) | 0.57% | 0.45% | 99.24% | - |
 Waste Management (WM) | 0.56% | 3.44% | 14.89% | - |
 Vertiv (VRT) | 0.53% | 2.34% | 36.78% | - |
 Diamondback (FANG) | 0.53% | 1.5% | 36.15% | - |
 ADM (ADM) | 0.53% | 0.63% | 68.9% | - |
| Alibaba (9988.HK) | 0.5% | 0.36% | 99.5% | - |
 Coca-Cola (KO) | 0.49% | 0.62% | 64.1% | - |
 BioNTech SE (BNTX) | 0.48% | 0% | 97.67% | 5/7/2026 |
| ARK Genomic Revolution ETF (ARKG) | 0.47% | 0.28% | 99.5% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.42% | 1.18% | 37.22% | - |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 0.41% | 1.37% | 36.59% | - |
 Gladstone Land (LAND) | 0.37% | 0.43% | 51.36% | - |
 EQT (EQT) | 0.36% | 0.84% | 36.59% | - |
 Northrop Grumman (NOC) | 0.36% | 0.8% | 36.91% | - |
 Federal Realty (FRT) | 0.35% | 0.96% | 37.1% | - |
 General Dynamics (GD) | 0.34% | 0.88% | 36.91% | - |
| Corsair (CRSR) | 0.32% | 0.13% | 99.5% | - |
 Pinnacle West (PNW) | 0.32% | 0.8% | 37.1% | - |
 iShares Ultrashort Bond UCITS ETF (IS3L.DE) | 0.3% | 2.34% | 12.05% | - |
 Twilio (TWLO) | 0.28% | 0.41% | 98.36% | - |
 Lockheed Martin (LMT) | 0.28% | 0.67% | 36.91% | - |
 Block Inc. (XYZ) | 0.27% | 0.14% | 98.3% | - |
 iShares TIPS 0-5 UCITS ETF (SXRH.DE) | 0.25% | 1.9% | 12.05% | - |
 Constellation Energy (CEG) | 0.23% | 1.99% | 9.27% | - |
 Host Hotels (HST) | 0.18% | 0.58% | 36.78% | - |
 ConocoPhillips (COP) | 0.15% | 3.65% | 3.97% | - |
| Plug Power (PLUG) | 0.14% | 0.03% | 99.5% | - |
 Broadcom (AVGO) | 0.13% | 3.02% | 4.04% | - |
 Applied Materials (AMAT) | 0.13% | 3.54% | 3.91% | - |
 Eaton (ETN) | 0.13% | 3.09% | 3.91% | - |
 Boxlight (BOXL) | 0.12% | 0% | 87.26% | 12/5/2025 |
 FANUC Corp. (6954.T) | 0.08% | 3.37% | 2.4% | - |
 FUJIFILM Holdings Corp. (4901.T) | 0.04% | 2.44% | 1.77% | - |
 Amundi Smart Overnight Return UCITS ETF USD Hedged Acc (SMTC.L) | 0.04% | 0% | 1.89% | 5/28/2026 |
 Shin-Etsu Chemical Co. Ltd. (4063.T) | 0.04% | 2.19% | 1.77% | - |
 NVIDIA (NVDA.RTH) | 0.04% | 2.26% | 1.51% | - |
 SS SPDR Bloomberg 1-3 Month T-Bill UCITS ETF (ZPR1.DE) | 0.04% | 0% | 1.89% | 5/28/2026 |
 GE Vernova (GEV) | 0.03% | 1.9% | 1.51% | - |
 Micron (MU) | 0.01% | 1.99% | 0.32% | - |
 Sony Financial Group Inc (SFGYY) | 0% | 0% | 7.38% | 2/9/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 3.43% | 5.8% |
| iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 4.65% | 4.9% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 4.75% | 4.11% |
| Waste Management (WM) | 4.47% | 3.81% |
| iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 4.15% | 3.62% |
| iShares Physical Gold ETC (PPFB.DE) | 2.66% | 3.48% |
| Monster Beverage (MNST) | 1.69% | 2.66% |
| iShares Ultrashort Bond UCITS ETF (IS3L.DE) | 3.13% | 2.54% |
| iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 3.46% | 2.45% |
| Apple (AAPL) | 1.86% | 2.36% |
| iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 2% | 2.26% |
| Verisign (VRSN) | 1.93% | 2.1% |
| Palantir (PLTR) | 0.51% | 2.09% |
| iShares TIPS 0-5 UCITS ETF (SXRH.DE) | 2.53% | 2.09% |
| Alphabet (GOOG) | 1.03% | 2.08% |
| IBM (IBM) | 1.03% | 2.05% |
| iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 1.94% | 1.77% |
| Samsung (SMSN.L) | 1.74% | 1.63% |
| iShares USD Corp Bond UCITS ETF (IBCD.DE) | 2.11% | 1.63% |
| Texas Pacific (TPL) | 1.03% | 1.43% |
| Vertiv (VRT) | 1.1% | 1.4% |
| Cal-Maine Foods (CALM) | 1.01% | 1.38% |
| Diamondback (FANG) | 1.83% | 1.3% |
| Crowdstrike (CRWD) | 0.62% | 1.26% |
| AMD (AMD) | 0.51% | 1.23% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 1.14% | 1.13% |
| iShares MSCI EM ex China UCITS ETF (84X0.DE) | 1.11% | 1.12% |
| Palo Alto Networks (PANW) | 0.62% | 1.09% |
| General Dynamics (GD) | 1.03% | 0.95% |
| EQT (EQT) | 0.74% | 0.93% |
| Northrop Grumman (NOC) | 1.03% | 0.93% |
| Uber (UBER) | 0.62% | 0.91% |
| Federal Realty (FRT) | 1.16% | 0.87% |
| Fortinet (FTNT) | 0.62% | 0.86% |
| Vanguard S&P 500 Growth ETF (VOOG) | 0.51% | 0.82% |
| Mastercard (MA) | 0.62% | 0.8% |
| Pinnacle West (PNW) | 0.89% | 0.77% |
| Amazon (AMZN) | 0.51% | 0.77% |
| Exelon (EXC) | 0.81% | 0.76% |
| Visa (V) | 0.51% | 0.74% |
| Lockheed Martin (LMT) | 1.03% | 0.68% |
| Sony (SONY) | 0.62% | 0.66% |
| Intuit (INTU) | 0.62% | 0.61% |
| Coca-Cola (KO) | 0.62% | 0.61% |
| Nio (NIO) | 0.51% | 0.58% |
| ADM (ADM) | 0.76% | 0.5% |
| Gladstone Land (LAND) | 0.8% | 0.48% |
| Host Hotels (HST) | 0.53% | 0.46% |
| Alibaba (9988.HK) | 1.03% | 0.46% |
| Vanguard Small-Cap Growth ETF (VBK) | 0.51% | 0.44% |
| Pfizer (PFE) | 0.62% | 0.33% |
| PayPal (PYPL) | 1.03% | 0.31% |
| Twilio (TWLO) | 0.72% | 0.29% |
| ARK Genomic Revolution ETF (ARKG) | 1.13% | 0.27% |
| BioNTech SE (BNTX) | 0.62% | 0.24% |
| Block Inc. (XYZ) | 0.62% | 0.15% |
| Corsair (CRSR) | 0.62% | 0.09% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.03% |
| Plug Power (PLUG) | 0.51% | 0.02% |
| Boxlight (BOXL) | 0.62% | 0% |
Cash & Instruments Over Time
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