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Portfolio Diversification
Range
Most Diversified
17 instruments
June 21, 2025
Least Diversified
0 instruments
December 13, 2023
Average
11 instruments
Most Consistent Holdings
Top 5
VOO98.69%
BRK.B97.27%
ASML.NV59.38%
AMZN56.06%
MSFT54.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 37.99% | 25.16% | 98.69% | - |
| Berkshire Hathaway (BRK.B) | 15.44% | 11.04% | 97.27% | - |
 LVMH (MC.PA) | 4.84% | 0% | 45.37% | 7/4/2025 |
| ASML (ASML.NV) | 3.17% | 3.13% | 59.38% | - |
| Microsoft (MSFT) | 2.22% | 7.72% | 54.51% | - |
 Alphabet (GOOG) | 2% | 3.26% | 49.29% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.67% | 0% | 46.91% | 6/27/2025 |
| Amazon (AMZN) | 1.55% | 4.69% | 56.06% | - |
 Alibaba (BABA) | 1.43% | 0% | 35.75% | 11/7/2024 |
 iShares Core Aggressive Allocation ETF (AOA) | 1.37% | 0% | 23.04% | 11/18/2024 |
 PDD Holdings (PDD) | 1.17% | 0% | 27.91% | 6/27/2025 |
 iShares Global REIT ETF (REET) | 0.9% | 0% | 23.87% | 8/19/2024 |
 Mastercard (MA) | 0.82% | 0% | 26.96% | 8/19/2024 |
 Apple (AAPL) | 0.75% | 0% | 15.8% | 5/16/2024 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.71% | 0% | 11.4% | 5/6/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.65% | 0% | 35.39% | 11/3/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.64% | 0% | 17.93% | 6/10/2024 |
 Meta (META) | 0.63% | 4.47% | 18.53% | - |
 Novo-Nordisk (NVO) | 0.57% | 0% | 24.82% | 11/3/2025 |
 Travelers (TRV) | 0.54% | 0% | 24.47% | 6/27/2025 |
 eToro Group LTD (ETOR) | 0.51% | 1.93% | 29.33% | - |
 iShares MSCI China ETF (MCHI) | 0.46% | 0% | 22.45% | 8/8/2024 |
 Lululemon (LULU) | 0.43% | 3.12% | 23.16% | - |
 Chipotle (CMG) | 0.37% | 0% | 14.25% | 3/12/2026 |
 Invesco QQQ (QQQ) | 0.36% | 0% | 10.57% | 5/6/2024 |
 3i (III.L) | 0.35% | 4.12% | 16.39% | - |
 Deckers (DECK) | 0.34% | 0% | 16.03% | 11/3/2025 |
 Emaar (EMAAR.AE) | 0.34% | 1.84% | 14.73% | - |
 UHS (UHS) | 0.31% | 0% | 20.19% | 6/27/2025 |
 Merck (MRK) | 0.27% | 0% | 21.97% | 6/27/2025 |
 Nike (NKE) | 0.27% | 0% | 14.85% | 11/11/2024 |
 Johnson & Johnson (JNJ) | 0.23% | 0% | 8.67% | 2/14/2025 |
 Rio Tinto (RIO) | 0.22% | 0% | 21.97% | 6/27/2025 |
 Betsson (BETSB.ST) | 0.22% | 3.47% | 7.96% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.19% | 0% | 17.93% | 6/10/2024 |
 Schlumberger (SLB) | 0.16% | 0% | 14.85% | 4/7/2025 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 0.11% | 4.47% | 2.73% | - |
 Coca-Cola (KO) | 0.1% | 0% | 9.86% | 5/6/2024 |
 Petrobras (PBR.A) | 0.08% | 0% | 7.96% | 3/10/2026 |
 Alphabet (GOOGL) | 0.03% | 0% | 1.66% | 10/22/2024 |
 Bitcoin (BTC) | 0.03% | 0% | 3.68% | 9/25/2024 |
 Ulta (ULTA) | 0.03% | 0% | 0.83% | 11/18/2024 |
 Maurel & Prom (MAU.PA) | 0.02% | 0% | 2.38% | 1/16/2025 |
 Mastercard (MA.RTH) | 0.02% | 2.59% | 1.07% | - |
 Aeromexico Group (AERO.US) | 0.02% | 0% | 2.38% | 3/12/2026 |
 Atkore (ATKR) | 0.01% | 0% | 1.19% | 11/7/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.01% | 0% | 0.24% | 11/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 21.56% | 24.94% |
| Berkshire Hathaway (BRK.B) | 8.68% | 9.34% |
| ASML (ASML.NV) | 3.38% | 4.49% |
| Alphabet (GOOG) | 2.52% | 4.17% |
| Amazon (AMZN) | 4.16% | 3.73% |
| Meta (META) | 4.08% | 3.6% |
| eToro Group LTD (ETOR) | 3.57% | 2.89% |
| Chipotle (CMG) | 2.55% | 2.76% |
| Microsoft (MSFT) | 2.66% | 2.66% |
| Emaar (EMAAR.AE) | 2.55% | 2.33% |
| 3i (III.L) | 2.04% | 1.74% |
Cash & Instruments Over Time
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