Portfolio Diversification
Range
Most Diversified
36 instruments
March 8, 2023
Least Diversified
0 instruments
January 1, 2022
Average
22.1 instruments
Most Consistent Holdings
Top 5
BRK.B72.58%
PEP72.5%
MSFT72.42%
GOOG72.12%
CVX71.97%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 5.94% | 8.18% | 36.74% | - |
| Alphabet (GOOG) | 4.43% | 9.81% | 72.12% | - |
 Meta (META) | 3.96% | 0% | 68.64% | 7/30/2025 |
 Amazon (AMZN) | 3.94% | 4.63% | 71.74% | - |
| Berkshire Hathaway (BRK.B) | 3.83% | 5.01% | 72.58% | - |
| Microsoft (MSFT) | 3.71% | 4.15% | 72.42% | - |
 Ethereum (ETH) | 3.44% | 0% | 21.14% | 9/27/2024 |
 Dogecoin (DOGE) | 2.59% | 0% | 14.39% | 1/28/2023 |
| Chevron (CVX) | 2.48% | 2.58% | 71.97% | - |
 Adyen (ADYEN.NV) | 2.37% | 1.56% | 71.82% | - |
 Apple (AAPL) | 2.33% | 0% | 46.89% | 10/15/2024 |
 Shiba (in millions) (SHIBxM) | 2.31% | 0% | 14.77% | 2/4/2023 |
 ASML (ASML.NV) | 2.24% | 2.19% | 67.5% | - |
 Cardano (ADA) | 2.07% | 0% | 27.05% | 6/27/2025 |
 Airbus (AIR.PA) | 1.65% | 1.74% | 70.38% | - |
 Coca-Cola (KO) | 1.61% | 2.3% | 71.52% | - |
 American Express (AXP) | 1.6% | 2.18% | 70.38% | - |
| PepsiCo (PEP) | 1.58% | 1.48% | 72.5% | - |
 Rheinmetall (RHM.DE) | 1.58% | 1.74% | 71.44% | - |
 BAE Systems (BA.L) | 1.57% | 1.72% | 71.14% | - |
 Tesla (TSLA) | 1.44% | 0% | 44.7% | 11/8/2024 |
 Leonardo (LDO.MI) | 1.42% | 1.68% | 65.83% | - |
 Lockheed Martin (LMT) | 1.38% | 1.76% | 71.52% | - |
 Coinbase (COIN) | 1.35% | 0% | 44.17% | 10/14/2024 |
 LVMH (MC.PA) | 1.19% | 0% | 42.65% | 11/13/2024 |
 Givaudan (GIVN.ZU) | 1.1% | 0% | 30.3% | 4/11/2024 |
 GigaCloud (GCT) | 1.01% | 1.77% | 45.76% | - |
 Netflix (NFLX) | 1.01% | 0% | 45.45% | 12/4/2024 |
 Reddit Inc (RDDT) | 0.85% | 0% | 36.82% | 8/6/2025 |
 PDD Holdings (PDD) | 0.83% | 2.23% | 40.53% | - |
 First Solar (FSLR) | 0.81% | 1.02% | 45.3% | - |
 Azimut (AZM.MI) | 0.75% | 0% | 31.36% | 7/9/2025 |
 Nestle (NESN.ZU) | 0.64% | 0% | 21.52% | 11/7/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.61% | 0% | 2.35% | 3/6/2023 |
 Terra Classic (LUNC) | 0.57% | 0% | 4.77% | 7/20/2022 |
 Maire Tecnimont (MAIRE.MI) | 0.56% | 1.64% | 24.77% | - |
 Boeing (BA) | 0.55% | 0% | 29.02% | 2/13/2024 |
 General Dynamics (GD) | 0.54% | 1.68% | 25.76% | - |
 Northrop Grumman (NOC) | 0.53% | 0% | 27.95% | 1/31/2024 |
 Nike (NKE) | 0.44% | 0% | 21.97% | 1/2/2024 |
 NVIDIA (NVDA) | 0.42% | 0% | 20.3% | 7/11/2025 |
 Stryker (SYK) | 0.37% | 0% | 19.85% | 11/29/2023 |
 Raytheon (RTX) | 0.36% | 0% | 25.08% | 1/2/2024 |
 PayPal (PYPL) | 0.35% | 0% | 17.95% | 7/2/2024 |
 Mastercard (MA) | 0.34% | 0% | 21.59% | 11/7/2023 |
 Johnson & Johnson (JNJ) | 0.32% | 0% | 16.74% | 10/9/2023 |
 Visa (V) | 0.32% | 0% | 20.53% | 11/7/2023 |
 Bank of America (BAC) | 0.31% | 0% | 16.36% | 10/10/2023 |
 KBR (KBR) | 0.29% | 0% | 15.23% | 7/29/2024 |
 Renasant (RNST) | 0.27% | 0% | 15.68% | 6/10/2025 |
 Ecolab (ECL) | 0.25% | 0% | 16.06% | 10/10/2023 |
 Ardelyx (ARDX) | 0.23% | 1.73% | 13.33% | - |
 Similarweb (SMWB) | 0.19% | 1.59% | 11.06% | - |
 JPMorgan (JPM) | 0.17% | 0% | 9.39% | 6/9/2023 |
 eToro Group LTD (ETOR) | 0.16% | 1.28% | 9.24% | - |
 First Busey (BUSE) | 0.15% | 0% | 9.24% | 5/13/2025 |
 Shoals (SHLS) | 0.14% | 0% | 7.27% | 3/25/2024 |
 Supermicro (SMCI) | 0.14% | 1.28% | 8.41% | - |
 Coastal Financial (CCB) | 0.11% | 0% | 5.76% | 4/30/2024 |
 Harmony Biosciences (HRMY) | 0.09% | 2.24% | 4.17% | - |
 Novo Nordisk (NOVO-B.CO) | 0.09% | 2.18% | 4.17% | - |
 Alibaba (BABA) | 0.08% | 0% | 4.09% | 1/2/2024 |
 IG Group (IGG.L) | 0.08% | 1.68% | 4.47% | - |
 CoreWeave Inc (CRWV) | 0.08% | 0.87% | 7.12% | - |
 Circle Internet Group Inc (CRCL) | 0.07% | 0.74% | 6.21% | - |
 Citi (C) | 0.07% | 2.1% | 3.33% | - |
 Safran (SAF.PA) | 0.06% | 0% | 7.05% | 5/9/2023 |
 Argenx (ARGX.BR) | 0.06% | 2.06% | 2.5% | - |
 Merck (MRK) | 0.05% | 2.08% | 2.5% | - |
 Palantir (PLTR) | 0.04% | 0% | 2.95% | 7/14/2025 |
 Sanofi (SAN.PA) | 0.04% | 1.58% | 2.5% | - |
 Official Trump (Experimental) (TRUMP) | 0.04% | 0% | 11.74% | 6/27/2025 |
 Deutsche Telekom (DTE.DE) | 0.04% | 0% | 2.12% | 8/14/2025 |
 Tencent (0700.HK) | 0.01% | 0% | 0.76% | 8/11/2025 |
 Solana (SOL) | 0.01% | 0% | 0.61% | 8/23/2024 |
 Barry Callebaut (BARN.ZU) | 0.01% | 0% | 0.45% | 11/13/2023 |
 Lantheus (LNTH) | 0.01% | 0% | 0.38% | 11/11/2024 |
 Figma Inc (FIG) | 0% | 0% | 0.38% | 8/6/2025 |
 Fluence (FLNC) | 0% | 0% | 0.08% | 11/27/2024 |
 Monday.com (MNDY) | 0% | 0% | 0.15% | 8/13/2025 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0.53% | 3/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.11% | 6.46% |
| Alphabet (GOOG) | 4.49% | 5.43% |
| Meta (META) | 4.6% | 5.4% |
| Bitcoin (BTC) | 6.09% | 5.33% |
| Microsoft (MSFT) | 5.12% | 5.2% |
| Amazon (AMZN) | 3.84% | 5.13% |
| ASML (ASML.NV) | 3.32% | 2.89% |
| Chevron (CVX) | 3.02% | 2.86% |
| Adyen (ADYEN.NV) | 2.45% | 2.84% |
| Maire Tecnimont (MAIRE.MI) | 2.34% | 2.57% |
| American Express (AXP) | 1.52% | 2.4% |
| General Dynamics (GD) | 2.74% | 2.38% |
| Lockheed Martin (LMT) | 2.47% | 2.32% |
| BAE Systems (BA.L) | 2.58% | 2.29% |
| Renasant (RNST) | 2.4% | 2.27% |
| Rheinmetall (RHM.DE) | 2.43% | 2.27% |
| Leonardo (LDO.MI) | 1.91% | 2.27% |
| Azimut (AZM.MI) | 2.1% | 2.16% |
| Airbus (AIR.PA) | 1.85% | 2.15% |
| GigaCloud (GCT) | 2.35% | 1.94% |
| PepsiCo (PEP) | 2.12% | 1.85% |
| First Solar (FSLR) | 2.47% | 1.77% |
| PDD Holdings (PDD) | 1.99% | 1.76% |
| Reddit Inc (RDDT) | 1.61% | 1.76% |
| Coca-Cola (KO) | 1.86% | 1.74% |