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Portfolio Diversification
Range
Most Diversified
46 instruments
April 29, 2026
Least Diversified
0 instruments
October 21, 2025
Average
16 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
GOOG99.67%
MSFT99.67%
AMZN99.67%
SGO.PA99.67%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 21.78% | 10.14% | 99.67% | - |
| Alphabet (GOOG) | 17.38% | 17.53% | 99.67% | - |
 Bitcoin (BTC) | 15.06% | 8.59% | 99.67% | - |
| Amazon (AMZN) | 7.5% | 4.9% | 99.67% | - |
| Apple (AAPL) | 5.59% | 3.89% | 99.67% | - |
 iShares ESG Aware MSCI USA ETF (ESGU) | 5.53% | 8.68% | 64.7% | - |
| Saint-Gobain (SGO.PA) | 5.12% | 2.48% | 99.67% | - |
 Tesla (TSLA) | 4.19% | 1.4% | 99.34% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.95% | 11.07% | 35.8% | - |
 KBC (KBC.BR) | 2.49% | 4.84% | 85.13% | - |
 Gazprom OAO-ADR (OGZDL.L) | 1.93% | 0% | 33.8% | 2/19/2024 |
 Salesforce (CRM) | 1.7% | 0.08% | 99.67% | - |
 Snowflake (SNOW) | 1.49% | 0.53% | 99.5% | - |
 Nike (NKE) | 1.42% | 0.28% | 99.34% | - |
 UnitedHealth (UNH) | 1.11% | 0% | 18.44% | 3/12/2026 |
 Vertiv (VRT) | 0.56% | 3.85% | 19.52% | - |
 Crowdstrike (CRWD) | 0.45% | 0.58% | 53.49% | - |
 BWX Technologies (BWXT) | 0.2% | 1.08% | 18.19% | - |
 GE Vernova (GEV) | 0.2% | 1.5% | 17.77% | - |
 Quanta Services (PWR) | 0.2% | 0.97% | 23.26% | - |
 Nexans (NEX.PA) | 0.19% | 1.1% | 17.69% | - |
 AECOM (ACM) | 0.16% | 0.44% | 23.09% | - |
 IHG (IHG) | 0.12% | 0.75% | 14.45% | - |
 Johnson Controls (JCI) | 0.11% | 0.77% | 13.95% | - |
 General Dynamics (GD) | 0.1% | 0.58% | 14.45% | - |
 Trane (TT) | 0.1% | 0.67% | 14.45% | - |
 Klarna Group plc (KLAR) | 0.09% | 0.71% | 13.29% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.08% | 0% | 22.34% | 11/3/2025 |
 Textron (TXT) | 0.08% | 0.46% | 14.45% | - |
 TKO (TKO) | 0.07% | 0.41% | 14.45% | - |
 IMAX (IMAX) | 0.06% | 1.45% | 3.82% | - |
 SPDR Gold (GLD) | 0.06% | 0.55% | 9.3% | - |
 Live Nation (LYV) | 0.05% | 1.2% | 3.65% | - |
 United States Oil Fund (USO) | 0.04% | 0% | 2.99% | 4/8/2026 |
 Liberty Formula One (FWONK) | 0.04% | 0.85% | 3.82% | - |
 Czechoslovak Group (CSG.NV) | 0.03% | 0.27% | 7.81% | - |
 Critical Metals Corp (CRML) | 0.03% | 0.35% | 8.64% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.02% | 1.77% | 1.25% | - |
 JPMorgan (JPM) | 0.01% | 0.28% | 3.74% | - |
 ExxonMobil (XOM) | 0.01% | 0.56% | 1.66% | - |
 Volkswagen (VOW.DE) | 0.01% | 0% | 0.91% | 4/14/2025 |
 Welltower (WELL) | 0.01% | 0.65% | 1.25% | - |
 Societe Generale (GLE.PA) | 0.01% | 0.18% | 3.9% | - |
 Aedifica (AED.BR) | 0.01% | 0.59% | 1.16% | - |
 Viasat (VSAT) | 0.01% | 0.13% | 5.15% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.58% | 3/24/2025 |
 US Natural Gas (UNG) | 0% | 0.13% | 3.16% | - |
 Siemens Energy (ENR.DE) | 0% | 0.16% | 1.58% | - |
 Lufthansa (LHA.DE) | 0% | 0.15% | 1.58% | - |
 Ryanair (RYAAY) | 0% | 0.14% | 1.58% | - |
 Caterpillar (CAT) | 0% | 0.14% | 1.58% | - |
 SAP (SAP) | 0% | 0% | 2.08% | 3/20/2026 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.17% | 2/6/2025 |
 Medtronic (MDT.US) | 0% | 0.42% | 0.08% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 10.15% | 16.93% |
| Microsoft (MSFT) | 10.25% | 12.93% |
| Bitcoin (BTC) | 8.91% | 11.12% |
| iShares ESG Aware MSCI USA ETF (ESGU) | 11.64% | 9.42% |
| State Street SPDR S&P 500 ETF (SPY) | 11.26% | 8.84% |
| UnitedHealth (UNH) | 6.96% | 6% |
| KBC (KBC.BR) | 5.38% | 5.19% |
| Amazon (AMZN) | 5.26% | 4.92% |
| Apple (AAPL) | 2.78% | 3.56% |
| Tesla (TSLA) | 3.17% | 3.48% |
| Saint-Gobain (SGO.PA) | 3.4% | 3.14% |
| Vertiv (VRT) | 2.78% | 2.31% |
| Nexans (NEX.PA) | 1.67% | 1.07% |
| GE Vernova (GEV) | 1.39% | 1.02% |
| BWX Technologies (BWXT) | 1.39% | 0.97% |
| Snowflake (SNOW) | 1.7% | 0.91% |
| IHG (IHG) | 1.04% | 0.82% |
| Quanta Services (PWR) | 0.97% | 0.74% |
| Johnson Controls (JCI) | 1.04% | 0.74% |
| General Dynamics (GD) | 1.04% | 0.7% |
| Crowdstrike (CRWD) | 0.66% | 0.68% |
| Trane (TT) | 1.04% | 0.62% |
| Salesforce (CRM) | 0.75% | 0.59% |
| AECOM (ACM) | 1.02% | 0.58% |
| TKO (TKO) | 0.7% | 0.53% |
| Klarna Group plc (KLAR) | 0.7% | 0.52% |
| Textron (TXT) | 0.7% | 0.52% |
| Nike (NKE) | 1.36% | 0.44% |
Cash & Instruments Over Time
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