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Portfolio Diversification
Range
Most Diversified
20 instruments
December 22, 2023
Least Diversified
1 instruments
May 24, 2023
Average
12 instruments
Most Consistent Holdings
Top 5
GOOG66.4%
MSFT66.14%
O60.16%
BAC56.84%
PEP55.71%
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 |
|---|---|---|---|---|
 SPDR S&P 500 UCITS ETF (SPY5.L) | 15.26% | 43.32% | 36.19% | - |
 Meta (META) | 7.87% | 2.62% | 54.78% | - |
| Alphabet (GOOG) | 7.83% | 11.9% | 66.4% | - |
 Curis (CRIS) | 7.62% | 0% | 25.7% | 5/22/2023 |
| Realty Income (O) | 7.03% | 8.33% | 60.16% | - |
 Cardano (ADA) | 5.48% | 0% | 32.01% | 5/23/2023 |
 Apple (AAPL) | 4.36% | 0% | 49.93% | 10/31/2025 |
 Bitcoin (BTC) | 3.76% | 0% | 22.97% | 1/4/2023 |
| Microsoft (MSFT) | 3.76% | 1.1% | 66.14% | - |
 Decentraland (MANA) | 3.68% | 0% | 28.62% | 4/1/2023 |
 Tesla (TSLA) | 3.58% | 0% | 34.13% | 4/29/2024 |
| PepsiCo (PEP) | 3.05% | 0% | 55.71% | 12/23/2025 |
 Coca-Cola (KO) | 3% | 0% | 39.97% | 2/18/2025 |
 Bristol-Myers Squibb (BMY) | 2.89% | 0% | 53.45% | 2/12/2026 |
 ExxonMobil (XOM) | 2.23% | 3.54% | 52.92% | - |
 Visa (V) | 2.06% | 7.46% | 46.61% | - |
 Vanguard S&P 500 ETF (VOO) | 2.04% | 0% | 11.89% | 9/19/2024 |
| Bank of America (BAC) | 1.83% | 0% | 56.84% | 10/30/2025 |
 CVS Health (CVS) | 1.44% | 0% | 42.36% | 5/2/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.41% | 0% | 32.01% | 12/22/2025 |
 Amazon (AMZN) | 1.24% | 6.86% | 32.14% | - |
 CNR (CNI) | 0.83% | 0% | 53.98% | 10/21/2025 |
 Intel (INTC) | 0.77% | 0% | 19.19% | 3/20/2024 |
 Berkshire Hathaway (BRK.B) | 0.71% | 0% | 17.26% | 3/11/2024 |
 PayPal (PYPL) | 0.67% | 0% | 8.3% | 10/27/2023 |
 Pfizer (PFE) | 0.5% | 0% | 43.89% | 5/22/2025 |
 UnitedHealth (UNH) | 0.5% | 1.69% | 19.92% | - |
 JD.com (JD.US) | 0.49% | 0% | 1.73% | 6/20/2023 |
 Disney (DIS) | 0.37% | 0% | 2.12% | 6/20/2023 |
 Tyson Foods (TSN) | 0.31% | 0% | 15.47% | 3/19/2024 |
 General Mills (GIS) | 0.26% | 0% | 17.6% | 4/19/2024 |
 Alibaba (BABA) | 0.24% | 0% | 1.73% | 6/20/2023 |
 Arthur J. Gallagher (AJG) | 0.18% | 0% | 4.12% | 11/19/2025 |
 Wise (WISE.L) | 0.17% | 2.91% | 5.64% | - |
 CF Industries (CF) | 0.15% | 0% | 1% | 5/25/2023 |
 Procter & Gamble (PG) | 0.14% | 1.74% | 7.17% | - |
 Merck (MRK) | 0.14% | 1.32% | 9.5% | - |
 Netflix (NFLX) | 0.12% | 4.03% | 3.65% | - |
 Brookfield (BAM) | 0.11% | 0% | 4.58% | 10/5/2023 |
 iShares MSCI EM ESG Enhanced UCITS ETF USD Acc (EDM2.DE) | 0.11% | 1.7% | 5.71% | - |
 Chevron (CVX) | 0.1% | 0% | 4.18% | 8/23/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.06% | 0% | 0.53% | 6/20/2023 |
 AMD (AMD) | 0.05% | 0% | 5.18% | 11/12/2025 |
 JPMorgan (JPM) | 0.05% | 0% | 3.78% | 8/23/2023 |
 McDonald's (MCD) | 0.04% | 0% | 2.26% | 8/26/2024 |
 Starbucks (SBUX) | 0.04% | 0% | 3.39% | 6/20/2025 |
 Uber (UBER) | 0.02% | 0% | 1.86% | 12/17/2024 |
 Equity Residential (EQR) | 0.01% | 0.76% | 1.86% | - |
 Terra Classic (LUNC) | 0.01% | 0% | 16.2% | 4/1/2023 |
 AST SpaceMobile (ASTS) | 0.01% | 0% | 0.8% | 6/30/2025 |
 Amundi MSCI World Ex USA UCITS ETF Acc (WEXU.DE) | 0.01% | 0.81% | 1.26% | - |
 eToro Group LTD (ETOR) | 0.01% | 0% | 1.26% | 2/23/2026 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 45.15% | 44.01% |
| Alphabet (GOOG) | 9.28% | 14.27% |
| Realty Income (O) | 10.56% | 9.11% |
| Visa (V) | 7.44% | 6.89% |
| ExxonMobil (XOM) | 4.12% | 3.79% |
| Wise (WISE.L) | 4.26% | 3.57% |
| Amazon (AMZN) | 3.28% | 3.51% |
| Meta (META) | 3.84% | 3.43% |
| UnitedHealth (UNH) | 2.46% | 2.39% |
| Procter & Gamble (PG) | 2.48% | 2.07% |
| iShares MSCI EM ESG Enhanced UCITS ETF USD Acc (EDM2.DE) | 2.26% | 1.92% |
| Bristol-Myers Squibb (BMY) | 1.87% | 1.79% |
| Microsoft (MSFT) | 1.36% | 1.66% |
| Merck (MRK) | 1.47% | 1.48% |
Cash & Instruments Over Time
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