Portfolio Diversification
Range
Most Diversified
33 instruments
November 11, 2025
Least Diversified
21 instruments
January 1, 2022
Average
27.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 17.16% | 15.06% | 100% | - |
| Microsoft (MSFT) | 8.2% | 3.75% | 100% | - |
 Adobe (ADBE) | 8.17% | 3.65% | 96.25% | - |
 Waste Management (WM) | 7.68% | 10.68% | 95.82% | - |
 McDonald's (MCD) | 5.37% | 8.86% | 59.02% | - |
| Meta (META) | 5.22% | 10.29% | 100% | - |
 Ping An (2318.HK) | 4.85% | 1.87% | 100% | - |
 Hilton (HLT) | 4.03% | 6.89% | 100% | - |
 NVIDIA (NVDA) | 3.88% | 3.7% | 98.66% | - |
 Adidas (ADS.DE) | 3.8% | 0.85% | 95.82% | - |
| Apple (AAPL) | 3.38% | 1.15% | 100% | - |
 Caterpillar (CAT) | 3.22% | 3.96% | 46.78% | - |
 Bitcoin (BTC) | 2.7% | 3.25% | 97.59% | - |
 Berkshire Hathaway (BRK.B) | 2.66% | 0.97% | 98.16% | - |
 Nike (NKE) | 2.33% | 2.6% | 100% | - |
| Amazon (AMZN) | 2.28% | 3.78% | 100% | - |
 Vanguard Small-Cap Value ETF (VBR) | 2.09% | 1.76% | 85.49% | - |
 Visa (V) | 2.05% | 1.4% | 100% | - |
 Salesforce (CRM) | 1.59% | 0.48% | 98.66% | - |
 JPMorgan (JPM) | 1.03% | 0.49% | 100% | - |
 Disney (DIS) | 0.92% | 0% | 89.17% | 7/16/2025 |
 LVMH (MC.PA) | 0.91% | 0.94% | 56.97% | - |
 Johnson & Johnson (JNJ) | 0.89% | 0% | 44.52% | 10/15/2025 |
 Procter & Gamble (PG) | 0.73% | 2.64% | 16.63% | - |
 PepsiCo (PEP) | 0.58% | 3.35% | 15.29% | - |
 Raytheon (RTX) | 0.38% | 0% | 50.32% | 1/11/2024 |
 Repsol (REP.MC) | 0.35% | 0% | 20.17% | 10/27/2022 |
 ABF (ABF.L) | 0.34% | 0% | 41.19% | 9/1/2023 |
 Starbucks (SBUX) | 0.3% | 0% | 50.32% | 1/11/2024 |
 Hertz (HTZWW) | 0.26% | 0% | 41.19% | 9/1/2023 |
 Pfizer (PFE) | 0.21% | 0% | 96.96% | 11/3/2025 |
 Inditex (ITX.MC) | 0.21% | 0% | 20.24% | 10/28/2022 |
 ASML (ASML) | 0.19% | 3.69% | 9.34% | - |
 Vanguard S&P 500 ETF (VOO) | 0.19% | 0% | 12.17% | 11/11/2025 |
 Boeing (BA) | 0.18% | 0% | 55.13% | 3/20/2024 |
 Tesla (TSLA) | 0.17% | 0% | 4.18% | 3/28/2022 |
 Alibaba (BABA) | 0.15% | 0.35% | 49.33% | - |
 TSMC (TSM) | 0.07% | 1.62% | 4.39% | - |
 MicroStrategy (MSTR) | 0.07% | 0.97% | 5.02% | - |
 Qiwi Plc-ADR (QIWI) | 0.07% | 0.02% | 96.25% | - |
 Hertz (HTZ) | 0.06% | 0% | 41.19% | 9/1/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.05% | 0% | 5.38% | 3/18/2022 |
 AMD (AMD) | 0.03% | 0.79% | 3.04% | - |
 eToro Group LTD (ETOR) | 0.01% | 0.03% | 15.29% | - |
 Hims & Hers (HIMS) | 0% | 0.1% | 3.04% | - |
 Coca-Cola (KO) | 0% | 0% | 0.07% | 10/24/2023 |
 Palantir (PLTR) | 0% | 0% | 0.14% | 11/5/2025 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.07% | 11/11/2025 |
 Alibaba (BABA.RTH) | 0% | 0% | 0.71% | 1/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Waste Management (WM) | 16.31% | 13.28% |
| Adobe (ADBE) | 17.35% | 11.5% |
| McDonald's (MCD) | 11.83% | 10.93% |
| Alphabet (GOOG) | 6.46% | 9.54% |
| Hilton (HLT) | 7.97% | 8.08% |
| Caterpillar (CAT) | 7.44% | 7.11% |
| Amazon (AMZN) | 4.39% | 5.05% |
| Bitcoin (BTC) | 1.93% | 4.31% |
| Microsoft (MSFT) | 3.12% | 3.98% |
| Meta (META) | 1.51% | 3.95% |
| Nike (NKE) | 5.88% | 3.94% |
| NVIDIA (NVDA) | 0.89% | 3.84% |
| Vanguard Small-Cap Value ETF (VBR) | 2.2% | 2.2% |
| Ping An (2318.HK) | 2.25% | 1.8% |
| Johnson & Johnson (JNJ) | 2.37% | 1.74% |
| Adidas (ADS.DE) | 1.81% | 1.64% |
| Apple (AAPL) | 0.84% | 1.42% |
| LVMH (MC.PA) | 1.79% | 1.32% |
| Berkshire Hathaway (BRK.B) | 0.97% | 1.18% |
| Salesforce (CRM) | 0.71% | 0.86% |
| Visa (V) | 0.53% | 0.82% |
| JPMorgan (JPM) | 0.23% | 0.5% |
| Disney (DIS) | 0.34% | 0.3% |
| Alibaba (BABA) | 0.27% | 0.27% |
| Pfizer (PFE) | 0.38% | 0.27% |
| Qiwi Plc-ADR (QIWI) | 0.04% | 0.02% |