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Portfolio Diversification
Range
Most Diversified
32 instruments
May 9, 2026
Least Diversified
0 instruments
January 3, 2024
Average
6.4 instruments
Most Consistent Holdings
Top 5
GOOG24.69%
AMZN24.69%
PFE24.69%
UNH24.69%
PEP24.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 ASML (ASML) | 1.82% | 7.4% | 24.69% | - |
 Eli Lilly (LLY) | 1.72% | 6.24% | 24.69% | - |
| UnitedHealth (UNH) | 1.7% | 6.78% | 24.69% | - |
 CVS Health (CVS) | 1.61% | 6.26% | 24.69% | - |
 LVMH (MC.PA) | 1.22% | 3.36% | 24.69% | - |
| PepsiCo (PEP) | 1.08% | 3.24% | 24.69% | - |
 Porsche (P911.DE) | 0.99% | 3.49% | 24.69% | - |
 Netflix (NFLX) | 0.84% | 3.48% | 19.71% | - |
 PayPal (PYPL) | 0.83% | 2.62% | 24.69% | - |
 Duolingo (DUOL) | 0.78% | 2.76% | 23.78% | - |
| Amazon (AMZN) | 0.77% | 2.6% | 24.69% | - |
| Alphabet (GOOG) | 0.71% | 2.58% | 24.69% | - |
| Pfizer (PFE) | 0.65% | 2.08% | 24.69% | - |
 Berkshire Hathaway (BRK.B) | 0.64% | 2.07% | 24.35% | - |
 Stellantis (STLA.US) | 0.64% | 2.15% | 24.69% | - |
 VICI Properties (VICI) | 0.6% | 2.95% | 16.42% | - |
 Rio Tinto (RIO) | 0.54% | 1.97% | 24.69% | - |
 Shell (SHEL) | 0.53% | 1.8% | 24.69% | - |
 SoFi (SOFI) | 0.48% | 3.06% | 13.59% | - |
 Lockheed Martin (LMT) | 0.43% | 1.3% | 24.69% | - |
 Starbucks (SBUX) | 0.41% | 1.35% | 24.58% | - |
 Evolution (EVO.ST) | 0.41% | 1.51% | 24.35% | - |
 Microsoft (MSFT) | 0.39% | 3.54% | 13.59% | - |
 Match Group (MTCH) | 0.36% | 1.23% | 24.69% | - |
 Novo-Nordisk (NVO) | 0.36% | 1.81% | 21.52% | - |
 Adobe (ADBE) | 0.27% | 1.6% | 13.7% | - |
 Grab (GRAB) | 0.22% | 1.41% | 13.93% | - |
 Nu (NU) | 0.19% | 2.53% | 10.87% | - |
 Visa (V) | 0.11% | 1.37% | 7.59% | - |
 Mastercard (MA) | 0.09% | 1.04% | 7.47% | - |
 FICO (FICO) | 0.09% | 1.69% | 4.87% | - |
 Rheinmetall (RHM.DE) | 0.08% | 2.99% | 2.94% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Eli Lilly (LLY) | 5.75% | 7.82% |
| UnitedHealth (UNH) | 6.73% | 7.39% |
| CVS Health (CVS) | 4.74% | 6.83% |
| ASML (ASML) | 4.74% | 6.37% |
| LVMH (MC.PA) | 6.32% | 6.04% |
| PayPal (PYPL) | 5.86% | 4.89% |
| Porsche (P911.DE) | 6.32% | 4.47% |
| PepsiCo (PEP) | 4.87% | 4.33% |
| Duolingo (DUOL) | 4.86% | 3.42% |
| Amazon (AMZN) | 3.46% | 3.22% |
| Alphabet (GOOG) | 1.58% | 2.93% |
| Stellantis (STLA.US) | 3.16% | 2.83% |
| Berkshire Hathaway (BRK.B) | 3.03% | 2.81% |
| Pfizer (PFE) | 3.16% | 2.63% |
| Netflix (NFLX) | 2.99% | 2.62% |
| Rio Tinto (RIO) | 1.58% | 2.07% |
| Shell (SHEL) | 1.86% | 2.05% |
| Evolution (EVO.ST) | 2.1% | 1.8% |
| Starbucks (SBUX) | 1.58% | 1.58% |
| Lockheed Martin (LMT) | 1.58% | 1.58% |
| Match Group (MTCH) | 1.58% | 1.53% |
| Novo-Nordisk (NVO) | 1.37% | 1.42% |
Cash & Instruments Over Time
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