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Portfolio Diversification
Range
Most Diversified
75 instruments
February 21, 2026
Least Diversified
0 instruments
February 2, 2025
Average
55.1 instruments
Most Consistent Holdings
Top 5
AAPL99.46%
GOOG99.46%
MSFT99.46%
AXP99.46%
KO99.46%
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 |
|---|---|---|---|---|
 PepsiCo (PEP) | 5.27% | 2.88% | 99.46% | - |
| Coca-Cola (KO) | 5.27% | 4.77% | 99.46% | - |
| Microsoft (MSFT) | 4.34% | 3.28% | 99.46% | - |
| Alphabet (GOOG) | 4.13% | 4.34% | 99.46% | - |
 McDonald's (MCD) | 3.47% | 2.51% | 99.46% | - |
 Costco (COST) | 3.22% | 3.54% | 75.7% | - |
| Apple (AAPL) | 3.08% | 2.3% | 99.46% | - |
 Amazon (AMZN) | 2.93% | 1.94% | 79.13% | - |
 Meta (META) | 2.91% | 1.48% | 84.9% | - |
| American Express (AXP) | 2.67% | 1.88% | 99.46% | - |
 Walmart (WMT) | 2.45% | 3.21% | 99.46% | - |
 Visa (V) | 2.29% | 1.75% | 99.46% | - |
 Intesa Sanpaolo (ISP.MI) | 2.2% | 2.79% | 96.44% | - |
 JPMorgan (JPM) | 2.11% | 2.59% | 98.19% | - |
 Philip Morris (PM) | 1.85% | 0% | 73.76% | 2/6/2025 |
 Ford (F) | 1.76% | 1.16% | 99.46% | - |
 Goldman Sachs (GS) | 1.67% | 2.13% | 98.05% | - |
 Orange (ORA.PA) | 1.58% | 1.64% | 99.46% | - |
 Lenovo (0992.HK) | 1.54% | 1.05% | 99.46% | - |
 Main Street Capital (MAIN) | 1.43% | 1.21% | 75.17% | - |
 Xiaomi (1810.HK) | 1.41% | 1.13% | 99.4% | - |
 Disney (DIS) | 1.28% | 0% | 95.7% | 1/5/2026 |
 Enel (ENEL.MI) | 1.19% | 1.64% | 99.46% | - |
 PayPal (PYPL) | 1.19% | 0.2% | 86.64% | - |
 Berkshire Hathaway (BRK.B) | 1.1% | 0.65% | 75.37% | - |
 Johnson & Johnson (JNJ) | 1.05% | 0% | 64.77% | 9/23/2024 |
 Colgate (CL) | 1.05% | 1.13% | 74.77% | - |
 Carnival (CCL) | 0.94% | 0% | 81.14% | 5/27/2025 |
 Verizon (VZ) | 0.9% | 1.17% | 99.46% | - |
 TSMC (TSM) | 0.89% | 2.45% | 49.73% | - |
 Poste Italiane (PST.MI) | 0.77% | 1.38% | 96.85% | - |
 eBay (EBAY) | 0.75% | 0% | 43.83% | 11/14/2023 |
 iShares MSCI India ETF (INDA) | 0.73% | 0.44% | 60% | - |
 Star Bulk (SBLK) | 0.73% | 0.93% | 74.09% | - |
 Oracle (ORCL) | 0.71% | 0.71% | 58.26% | - |
 Nestle (NESN.ZU) | 0.66% | 0% | 23.15% | 1/3/2023 |
 Sony (SONY) | 0.65% | 0% | 45.84% | 12/14/2023 |
 Xinyi Solar (0968.HK) | 0.64% | 0.2% | 99.46% | - |
 Procter & Gamble (PG) | 0.64% | 0.71% | 75.7% | - |
 Salesforce (CRM) | 0.62% | 0% | 24.7% | 1/26/2023 |
 Foot Locker (FL) | 0.61% | 0% | 53.22% | 5/30/2024 |
 AMD (AMD) | 0.56% | 0.68% | 42.35% | - |
 AT&T (T) | 0.56% | 0.48% | 99.06% | - |
 Netflix (NFLX) | 0.55% | 0.34% | 49.4% | - |
 China Everbright Environment (00257.HK) | 0.54% | 0.44% | 99.46% | - |
 MDC Holdings Inc (MDC) | 0.54% | 0% | 54.63% | 4/24/2024 |
 Starbucks (SBUX) | 0.51% | 0% | 50.67% | 5/29/2024 |
 Alibaba (BABA) | 0.51% | 0.39% | 99.46% | - |
 BAIC Motor (1958.HK) | 0.5% | 0.25% | 99.46% | - |
 Annaly (NLY) | 0.44% | 0.3% | 97.32% | - |
 Mastercard (MA) | 0.42% | 0% | 24.7% | 1/26/2023 |
 Agilent (A.US) | 0.41% | 0% | 20.13% | 11/11/2022 |
 NYMT (ADAM) | 0.4% | 0.22% | 97.32% | - |
 Occidental (OXY) | 0.4% | 0.93% | 51.41% | - |
 Altria (MO) | 0.39% | 2.01% | 35.17% | - |
 Ecolab (ECL) | 0.38% | 0.66% | 53.09% | - |
 Hasbro (HAS) | 0.38% | 0.85% | 52.75% | - |
 NVIDIA (NVDA) | 0.36% | 1.57% | 26.11% | - |
 UPS (UPS) | 0.34% | 0% | 26.44% | 5/29/2024 |
 Rolls-Royce (RR.L) | 0.33% | 0% | 36.64% | 7/26/2023 |
 Tesla (TSLA) | 0.3% | 0% | 21.61% | 10/24/2024 |
 Tilray (TLRY) | 0.24% | 0% | 21.01% | 7/30/2024 |
 Mediobanca (MB.MI) | 0.23% | 1.01% | 25.37% | - |
 Moncler (MONC.MI) | 0.23% | 0% | 40.4% | 8/19/2025 |
 Volkswagen (VOW3.DE) | 0.2% | 0.43% | 39.66% | - |
 Sanofi (SAN.PA) | 0.19% | 0% | 34.5% | 10/2/2025 |
 Saras (SRS.MI) | 0.18% | 0% | 15.64% | 9/6/2024 |
 Genuine Parts (GPC) | 0.18% | 0.44% | 32.82% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.18% | 0% | 20.13% | 11/11/2022 |
 Stellantis (STLAM.MI) | 0.16% | 0.52% | 34.23% | - |
 Supermicro (SMCI) | 0.16% | 0.55% | 32.48% | - |
 A2A (A2A.MI) | 0.16% | 0.94% | 24.77% | - |
 Neste (NESTE.HE) | 0.14% | 0.78% | 26.17% | - |
 International Seaways (INSW) | 0.14% | 0.6% | 34.43% | - |
 Unity (U) | 0.13% | 0% | 45.44% | 12/8/2023 |
 Asensus (ASXC) | 0.13% | 0% | 62.82% | 8/25/2024 |
 Nio (NIO) | 0.11% | 0% | 36.64% | 7/26/2023 |
 Icahn Enterprises (IEP) | 0.11% | 0.25% | 34.03% | - |
 Telecom Italia (TIT.MI) | 0.11% | 0% | 15.17% | 12/1/2022 |
 Merck (MRK) | 0.1% | 0.69% | 18.66% | - |
 Nintendo (NTDOY) | 0.09% | 0% | 12.48% | 7/19/2023 |
 Warner Bros Discovery (WBD) | 0.08% | 0.12% | 92.62% | - |
 British American Tobacco (BTI) | 0.06% | 0.54% | 12.48% | - |
 ZIM (ZIM) | 0.06% | 0% | 14.77% | 1/8/2026 |
 Pfizer (PFE) | 0.05% | 0.86% | 8.46% | - |
 Venture Global Inc (VG) | 0.05% | 0% | 10.6% | 8/13/2025 |
 Intel (INTC) | 0.05% | 0% | 7.79% | 8/19/2025 |
 Adidas (ADS.DE) | 0.04% | 0.38% | 10.4% | - |
 Kraft Heinz (KHC) | 0.04% | 0% | 7.11% | 9/12/2024 |
 Eni (ENI.MI) | 0.04% | 1.1% | 4.9% | - |
 Outokumpu (OUT1V.HE) | 0.04% | 0.63% | 7.85% | - |
 Eli Lilly (LLY) | 0.04% | 0% | 3.69% | 10/1/2025 |
 AXA (CS.PA) | 0.03% | 0.84% | 4.7% | - |
 Ferrari (RACE) | 0.03% | 0.39% | 7.99% | - |
 Canopy Growth (CGC) | 0.03% | 0.09% | 25.64% | - |
 Flare (FLR) | 0.02% | 0.02% | 74.3% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.02% | 0% | 1.41% | 2/18/2022 |
 Mercedes-Benz (MBG.DE) | 0.02% | 0.41% | 4.7% | - |
 Prysmian (PRY.MI) | 0.02% | 0.51% | 3.49% | - |
 Astra (ASTR) | 0.02% | 0% | 4.9% | 7/23/2024 |
 iShares Fallen Angels USD Bond ETF (FALN) | 0.02% | 0.36% | 4.23% | - |
 iShares Digital Security UCITS ETF (L0CK.DE) | 0.02% | 0.41% | 3.62% | - |
 Vertex (VRTX) | 0.01% | 0.46% | 3.22% | - |
 Amundi S&P World Financials Screened UCITS ETF Acc (WELK.DE) | 0.01% | 0.42% | 3.29% | - |
 ASML (ASML) | 0.01% | 0% | 2.28% | 8/19/2025 |
 UnitedHealth (UNH) | 0.01% | 0.45% | 2.28% | - |
 SAP (SAP.DE) | 0.01% | 0.43% | 2.15% | - |
 Canoo (GOEVQ) | 0.01% | 0% | 1.07% | 3/21/2024 |
 Carvana (CVNA) | 0% | 0.46% | 0.81% | - |
 Songbird (SGB) | 0% | 0% | 36.71% | 1/16/2025 |
 EA (EA) | 0% | 0% | 0.4% | 2/7/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0% | 0% | 0.6% | 9/12/2024 |
 UiPath (PATH) | 0% | 0% | 0.27% | 4/4/2022 |
 easyJet (EZJ.L) | 0% | 0% | 0.27% | 1/4/2022 |
 Symbotic (SYM) | 0% | 0% | 0.13% | 2/8/2024 |
 AFC Gamma (AFCG) | 0% | 0% | 0.07% | 7/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 2.14% | 4.61% |
| Coca-Cola (KO) | 4.66% | 4.3% |
| Costco (COST) | 3.4% | 3.91% |
| Microsoft (MSFT) | 2.6% | 3.62% |
| Intesa Sanpaolo (ISP.MI) | 1.96% | 3.05% |
| Walmart (WMT) | 1.82% | 2.91% |
| JPMorgan (JPM) | 2.11% | 2.9% |
| PepsiCo (PEP) | 3.13% | 2.56% |
| Apple (AAPL) | 1.61% | 2.44% |
| Meta (META) | 2.27% | 2.4% |
| McDonald's (MCD) | 2.42% | 2.36% |
| American Express (AXP) | 1.44% | 2.34% |
| Goldman Sachs (GS) | 1.21% | 2.25% |
| Amazon (AMZN) | 1.58% | 2.23% |
| TSMC (TSM) | 1.21% | 2.08% |
| Visa (V) | 1.82% | 1.99% |
| Altria (MO) | 2.31% | 1.74% |
| NVIDIA (NVDA) | 1.55% | 1.67% |
| Enel (ENEL.MI) | 1.41% | 1.51% |
| Xiaomi (1810.HK) | 0.61% | 1.38% |
| Poste Italiane (PST.MI) | 1.21% | 1.36% |
| Orange (ORA.PA) | 1.21% | 1.34% |
| Main Street Capital (MAIN) | 1.21% | 1.31% |
| Ford (F) | 1.21% | 1.17% |
| Lenovo (0992.HK) | 0.98% | 1.06% |
| Mediobanca (MB.MI) | 1.33% | 1.03% |
| Disney (DIS) | 1.09% | 1.02% |
| Verizon (VZ) | 1.34% | 0.99% |
| Oracle (ORCL) | 1.26% | 0.96% |
| Colgate (CL) | 1.2% | 0.95% |
| A2A (A2A.MI) | 1.21% | 0.89% |
| Pfizer (PFE) | 1.09% | 0.81% |
| Stellantis (STLAM.MI) | 0.97% | 0.78% |
| AMD (AMD) | 1.06% | 0.77% |
| Hasbro (HAS) | 0.62% | 0.74% |
| Occidental (OXY) | 0.99% | 0.73% |
| Berkshire Hathaway (BRK.B) | 0.61% | 0.7% |
| Star Bulk (SBLK) | 0.73% | 0.69% |
| Neste (NESTE.HE) | 0.42% | 0.69% |
| Procter & Gamble (PG) | 0.84% | 0.64% |
| Merck (MRK) | 0.61% | 0.62% |
| Ecolab (ECL) | 0.61% | 0.6% |
| Supermicro (SMCI) | 0.74% | 0.52% |
| Outokumpu (OUT1V.HE) | 0.61% | 0.51% |
| British American Tobacco (BTI) | 0.71% | 0.51% |
| iShares MSCI India ETF (INDA) | 0.65% | 0.48% |
| Genuine Parts (GPC) | 0.61% | 0.48% |
| Volkswagen (VOW3.DE) | 0.61% | 0.48% |
| ZIM (ZIM) | 0.48% | 0.47% |
| Eni (ENI.MI) | 0.61% | 0.46% |
| Mercedes-Benz (MBG.DE) | 0.61% | 0.45% |
| China Everbright Environment (00257.HK) | 0.3% | 0.44% |
| Adidas (ADS.DE) | 0.61% | 0.44% |
| AT&T (T) | 0.5% | 0.44% |
| AXA (CS.PA) | 0.58% | 0.43% |
| Ferrari (RACE) | 0.61% | 0.41% |
| Alibaba (BABA) | 0.61% | 0.41% |
| International Seaways (INSW) | 0.4% | 0.39% |
| iShares Fallen Angels USD Bond ETF (FALN) | 0.5% | 0.37% |
| Netflix (NFLX) | 0.48% | 0.34% |
| Annaly (NLY) | 0.42% | 0.3% |
| BAIC Motor (1958.HK) | 0.41% | 0.28% |
| PayPal (PYPL) | 0.41% | 0.26% |
| Icahn Enterprises (IEP) | 0.39% | 0.24% |
| NYMT (ADAM) | 0.21% | 0.2% |
| Xinyi Solar (0968.HK) | 0.35% | 0.18% |
| Warner Bros Discovery (WBD) | 0.14% | 0.12% |
| Canopy Growth (CGC) | 0.14% | 0.1% |
| Flare (FLR) | 0.06% | 0.02% |
| Songbird (SGB) | 0.01% | 0% |
Cash & Instruments Over Time
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