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Portfolio Diversification
Range
Most Diversified
60 instruments
August 25, 2026
Least Diversified
0 instruments
October 21, 2025
Average
20.7 instruments
Most Consistent Holdings
Top 5
AAPL99.2%
GOOG99.2%
MSFT99.2%
AMZN99.2%
SGO.PA99.2%
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) | 20.04% | 9.32% | 99.2% | - |
| Alphabet (GOOG) | 16.92% | 12.34% | 99.2% | - |
 Bitcoin (BTC) | 13.94% | 7.03% | 99.2% | - |
| Amazon (AMZN) | 7.26% | 5.89% | 99.2% | - |
 iShares ESG Aware MSCI USA ETF (ESGU) | 6.03% | 9.73% | 68.7% | - |
| Apple (AAPL) | 5.4% | 4.42% | 99.2% | - |
| Saint-Gobain (SGO.PA) | 4.71% | 1.56% | 99.2% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.86% | 10.26% | 43.48% | - |
 Tesla (TSLA) | 3.8% | 1.03% | 98.77% | - |
 KBC (KBC.BR) | 2.68% | 3.63% | 86.52% | - |
 Gazprom OAO-ADR (OGZDL.L) | 1.68% | 0% | 29.49% | 2/19/2024 |
 Salesforce (CRM) | 1.49% | 0% | 95.8% | 9/3/2026 |
 Snowflake (SNOW) | 1.4% | 0.88% | 98.99% | - |
 Nike (NKE) | 1.26% | 0.17% | 98.77% | - |
 UnitedHealth (UNH) | 0.97% | 0% | 16.09% | 3/12/2026 |
 Vertiv (VRT) | 0.84% | 1.96% | 29.13% | - |
 Crowdstrike (CRWD) | 0.49% | 0.9% | 58.91% | - |
 GE Vernova (GEV) | 0.38% | 1.47% | 27.68% | - |
 Quanta Services (PWR) | 0.27% | 0.68% | 32.39% | - |
 Nexans (NEX.PA) | 0.27% | 0.68% | 27.61% | - |
 BWX Technologies (BWXT) | 0.26% | 0.5% | 28.04% | - |
 JPMorgan (JPM) | 0.25% | 2.69% | 15.36% | - |
 IMAX (IMAX) | 0.23% | 1.55% | 15.58% | - |
 IHG (IHG) | 0.22% | 1.35% | 24.86% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.2% | 1.33% | 13.19% | - |
 Live Nation (LYV) | 0.19% | 1.28% | 15.29% | - |
 AECOM (ACM) | 0.18% | 0.24% | 32.1% | - |
 Johnson Controls (JCI) | 0.17% | 0.61% | 24.06% | - |
 General Dynamics (GD) | 0.16% | 0.47% | 24.86% | - |
 Trane (TT) | 0.15% | 0.48% | 24.86% | - |
 Klarna Group plc (KLAR) | 0.14% | 0.53% | 23.84% | - |
 Liberty Formula One (FWONK) | 0.12% | 0.67% | 15.43% | - |
 AXA (CS.PA) | 0.12% | 1.55% | 8.91% | - |
 Palo Alto Networks (PANW) | 0.12% | 1.43% | 7.54% | - |
 Textron (TXT) | 0.11% | 0.3% | 24.78% | - |
 L'Oréal (OR.PA) | 0.11% | 1.23% | 8.91% | - |
 TKO (TKO) | 0.11% | 0.29% | 24.86% | - |
 SPDR Gold (GLD) | 0.1% | 0.37% | 20.29% | - |
 Viasat (VSAT) | 0.08% | 0.55% | 16.74% | - |
 Santander (SAN.MC) | 0.08% | 1.5% | 5% | - |
 MP Materials (MP) | 0.08% | 1.35% | 4.57% | - |
 Welltower (WELL.US) | 0.07% | 0.52% | 13.33% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.07% | 0% | 19.49% | 11/3/2025 |
 Zoom (ZM) | 0.07% | 0.6% | 11.3% | - |
 ExxonMobil (XOM) | 0.06% | 0.34% | 13.7% | - |
 Erste Group Bank AG (EBO.DE) | 0.06% | 0.62% | 8.91% | - |
 Aedifica (AED.BR) | 0.06% | 0.38% | 12.97% | - |
 Critical Metals Corp (CRML) | 0.05% | 0.15% | 19.78% | - |
 Societe Generale (GLE.PA) | 0.05% | 0.6% | 15.65% | - |
 Tomra (TOM.OL) | 0.05% | 0.37% | 11.52% | - |
 Cheniere (LNG) | 0.05% | 0.44% | 11.3% | - |
 Lincoln Tech (LINC) | 0.05% | 1.17% | 3.62% | - |
 Xylem (XYL) | 0.05% | 0.35% | 11.45% | - |
 Progyny (PGNY) | 0.04% | 0.37% | 11.52% | - |
 Darling (DAR) | 0.04% | 0.35% | 11.38% | - |
 Medtronic (MDT.US) | 0.04% | 0.36% | 12.32% | - |
 Veolia (VIE.PA) | 0.04% | 0.3% | 11.3% | - |
 United States Oil Fund (USO) | 0.04% | 0% | 2.61% | 4/8/2026 |
 Czechoslovak Group (CSG.NV) | 0.03% | 0% | 6.81% | 4/29/2026 |
 Goldman Sachs (GS) | 0.03% | 0.54% | 5% | - |
 Lufthansa (LHA.DE) | 0.02% | 0.11% | 13.26% | - |
 US Natural Gas (UNG) | 0.02% | 0.09% | 14.93% | - |
 Ryanair (RYAAY) | 0.02% | 0.1% | 13.48% | - |
 Siemens Energy (ENR.DE) | 0.02% | 0.09% | 13.48% | - |
 Caterpillar (CAT) | 0.02% | 0.09% | 13.48% | - |
 Figma Inc (FIG) | 0.01% | 0% | 1.23% | 5/19/2026 |
 Volkswagen (VOW.DE) | 0.01% | 0% | 0.8% | 4/14/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.51% | 3/24/2025 |
 Virgin Galactic (SPCE) | 0% | 0% | 0.22% | 6/12/2026 |
 NVIDIA (NVDA) | 0% | 0% | 0.22% | 8/27/2026 |
 Space Exploration Technologies Corp 24/7 (SPCX.24-7) | 0% | 0% | 0.07% | 6/12/2026 |
 SAP (SAP) | 0% | 0% | 1.81% | 3/20/2026 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.14% | 2/6/2025 |
 Pernod Ricard (RI.PA) | 0% | 0% | 0.22% | 9/17/2026 |
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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