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Portfolio Diversification
Range
Most Diversified
55 instruments
June 18, 2026
Least Diversified
0 instruments
October 21, 2025
Average
17.5 instruments
Most Consistent Holdings
Top 5
AAPL99.37%
GOOG99.37%
MSFT99.37%
AMZN99.37%
SGO.PA99.37%
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) | 21.12% | 7.55% | 99.37% | - |
| Alphabet (GOOG) | 17.28% | 14.39% | 99.37% | - |
 Bitcoin (BTC) | 14.66% | 5.76% | 99.37% | - |
| Amazon (AMZN) | 7.39% | 6.02% | 99.37% | - |
 iShares ESG Aware MSCI USA ETF (ESGU) | 5.71% | 10.11% | 66.03% | - |
| Apple (AAPL) | 5.52% | 4.2% | 99.37% | - |
| Saint-Gobain (SGO.PA) | 4.98% | 2.18% | 99.37% | - |
 Tesla (TSLA) | 4.05% | 1.2% | 98.89% | - |
 State Street SPDR S&P 500 ETF (SPY) | 3.27% | 11.22% | 38.48% | - |
 KBC (KBC.BR) | 2.56% | 4.25% | 85.51% | - |
 Gazprom OAO-ADR (OGZDL.L) | 1.84% | 0% | 32.22% | 2/19/2024 |
 Salesforce (CRM) | 1.63% | 0.08% | 99.37% | - |
 Snowflake (SNOW) | 1.45% | 0.78% | 99.13% | - |
 Nike (NKE) | 1.36% | 0.21% | 98.89% | - |
 UnitedHealth (UNH) | 1.06% | 0% | 17.58% | 3/12/2026 |
 Vertiv (VRT) | 0.69% | 3.27% | 22.8% | - |
 Crowdstrike (CRWD) | 0.46% | 0.76% | 55.34% | - |
 GE Vernova (GEV) | 0.27% | 1.93% | 21.22% | - |
 BWX Technologies (BWXT) | 0.23% | 0.84% | 21.62% | - |
 Quanta Services (PWR) | 0.23% | 0.9% | 26.37% | - |
 Nexans (NEX.PA) | 0.23% | 0.9% | 21.14% | - |
 AECOM (ACM) | 0.17% | 0.33% | 26.13% | - |
 IHG (IHG) | 0.14% | 0.76% | 18.13% | - |
 Johnson Controls (JCI) | 0.13% | 0.65% | 17.34% | - |
 General Dynamics (GD) | 0.12% | 0.54% | 18.13% | - |
 IMAX (IMAX) | 0.12% | 1.37% | 8% | - |
 Trane (TT) | 0.12% | 0.57% | 18.13% | - |
 Klarna Group plc (KLAR) | 0.11% | 0.52% | 17.02% | - |
 Live Nation (LYV) | 0.1% | 1.19% | 7.68% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.09% | 1.61% | 5.38% | - |
 Textron (TXT) | 0.09% | 0.41% | 18.05% | - |
 TKO (TKO) | 0.09% | 0.41% | 18.13% | - |
 SPDR Gold (GLD) | 0.08% | 0.42% | 13.14% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.08% | 0% | 21.3% | 11/3/2025 |
 Liberty Formula One (FWONK) | 0.07% | 0.78% | 7.84% | - |
 Critical Metals Corp (CRML) | 0.04% | 0.25% | 12.59% | - |
 United States Oil Fund (USO) | 0.04% | 0% | 2.85% | 4/8/2026 |
 JPMorgan (JPM) | 0.04% | 2.38% | 7.76% | - |
 Czechoslovak Group (CSG.NV) | 0.03% | 0% | 7.44% | 4/29/2026 |
 Welltower (WELL.US) | 0.03% | 0.58% | 5.54% | - |
 ExxonMobil (XOM) | 0.03% | 0.52% | 5.94% | - |
 Aedifica (AED.BR) | 0.03% | 0.5% | 5.23% | - |
 Viasat (VSAT) | 0.03% | 0.63% | 9.26% | - |
 Zoom (ZM) | 0.02% | 0.6% | 3.33% | - |
 Tomra (TOM.OL) | 0.02% | 0.43% | 3.56% | - |
 Medtronic (MDT.US) | 0.02% | 0.36% | 4.43% | - |
 Xylem (XYL) | 0.01% | 0.44% | 3.48% | - |
 Cheniere (LNG) | 0.01% | 0.43% | 3.4% | - |
 Progyny (PGNY) | 0.01% | 0.43% | 3.56% | - |
 Societe Generale (GLE.PA) | 0.01% | 0.16% | 8.08% | - |
 Darling (DAR) | 0.01% | 0.35% | 3.4% | - |
 Veolia (VIE.PA) | 0.01% | 0.38% | 3.4% | - |
 US Natural Gas (UNG) | 0.01% | 0.12% | 7.28% | - |
 L'Oréal (OR.PA) | 0.01% | 1.35% | 0.71% | - |
 Lufthansa (LHA.DE) | 0.01% | 0.17% | 5.54% | - |
 Figma Inc (FIG) | 0.01% | 0% | 1.35% | 5/19/2026 |
 Siemens Energy (ENR.DE) | 0.01% | 0.12% | 5.7% | - |
 Ryanair (RYAAY) | 0.01% | 0.14% | 5.7% | - |
 Caterpillar (CAT) | 0.01% | 0.14% | 5.7% | - |
 Volkswagen (VOW.DE) | 0.01% | 0% | 0.87% | 4/14/2025 |
 AXA (CS.PA) | 0.01% | 1.09% | 0.71% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.55% | 3/24/2025 |
 Erste Group Bank AG (EBO.DE) | 0.01% | 0.73% | 0.71% | - |
 Virgin Galactic (SPCE) | 0% | 0% | 0.24% | 6/12/2026 |
 Dormant Stock15622 (Drm.15622) | 0% | 0% | 0.08% | 6/12/2026 |
 SAP (SAP) | 0% | 0% | 1.98% | 3/20/2026 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.16% | 2/6/2025 |
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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