Portfolio Diversification
Range
Most Diversified
66 instruments
August 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
54.2 instruments
Most Consistent Holdings
Top 5
AAPL99.5%
GOOG99.5%
MSFT99.5%
AXP99.5%
DIS99.5%
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) | 5.44% | 2.65% | 99.5% | - |
 Coca-Cola (KO) | 5.33% | 4.36% | 99.5% | - |
| Microsoft (MSFT) | 4.4% | 3.6% | 99.5% | - |
| Alphabet (GOOG) | 4.1% | 4.72% | 99.5% | - |
 McDonald's (MCD) | 3.54% | 2.37% | 99.5% | - |
 Costco (COST) | 3.2% | 4.15% | 74.23% | - |
| Apple (AAPL) | 3.12% | 2.92% | 99.5% | - |
 Amazon (AMZN) | 2.99% | 2.24% | 77.87% | - |
 Meta (META) | 2.96% | 2.73% | 84.01% | - |
| American Express (AXP) | 2.7% | 2.33% | 99.5% | - |
 Walmart (WMT) | 2.41% | 2.99% | 99.5% | - |
 Visa (V) | 2.32% | 1.87% | 99.5% | - |
 Intesa Sanpaolo (ISP.MI) | 2.15% | 2.85% | 96.29% | - |
 JPMorgan (JPM) | 2.07% | 2.81% | 98.14% | - |
 Philip Morris (PM) | 1.97% | 0% | 78.44% | 2/6/2025 |
 Ford (F) | 1.8% | 1.17% | 99.5% | - |
 Goldman Sachs (GS) | 1.63% | 2.13% | 98% | - |
 Orange (ORA.PA) | 1.59% | 1.33% | 99.5% | - |
 Lenovo (0992.HK) | 1.57% | 1.13% | 99.5% | - |
 Main Street Capital (MAIN) | 1.44% | 1.29% | 73.66% | - |
 Xiaomi (1810.HK) | 1.42% | 1.42% | 99.43% | - |
| Disney (DIS) | 1.33% | 1.39% | 99.5% | - |
 PayPal (PYPL) | 1.25% | 0.27% | 85.87% | - |
 Enel (ENEL.MI) | 1.17% | 1.5% | 99.5% | - |
 Berkshire Hathaway (BRK.B) | 1.13% | 0.71% | 73.88% | - |
 Johnson & Johnson (JNJ) | 1.12% | 0% | 68.88% | 9/23/2024 |
 Colgate (CL) | 1.05% | 0.95% | 73.23% | - |
 Carnival (CCL) | 1% | 0% | 86.3% | 5/27/2025 |
 Verizon (VZ) | 0.89% | 0.99% | 99.5% | - |
 TSMC (TSM) | 0.8% | 2.02% | 46.61% | - |
 eBay (EBAY) | 0.8% | 0% | 46.61% | 11/14/2023 |
 iShares MSCI India ETF (INDA) | 0.76% | 0% | 59.17% | 5/9/2024 |
 Poste Italiane (PST.MI) | 0.73% | 1.29% | 96.72% | - |
 Star Bulk (SBLK) | 0.73% | 0.73% | 72.66% | - |
 Oracle (ORCL) | 0.7% | 0.56% | 55.67% | - |
 Nestle (NESN.ZU) | 0.7% | 0% | 24.63% | 1/3/2023 |
 Sony (SONY) | 0.69% | 0% | 48.75% | 12/14/2023 |
 Xinyi Solar (0968.HK) | 0.67% | 0.2% | 99.5% | - |
 Salesforce (CRM) | 0.66% | 0% | 26.27% | 1/26/2023 |
 Foot Locker (FL) | 0.65% | 0% | 56.6% | 5/30/2024 |
 Procter & Gamble (PG) | 0.64% | 0.77% | 74.23% | - |
 MDC Holdings Inc (MDC) | 0.57% | 0% | 58.1% | 4/24/2024 |
 AT&T (T) | 0.57% | 0.45% | 99.07% | - |
 Netflix (NFLX) | 0.57% | 0.4% | 46.25% | - |
 AMD (AMD) | 0.55% | 0.81% | 38.76% | - |
 China Everbright Environment (00257.HK) | 0.55% | 0.45% | 99.5% | - |
 Starbucks (SBUX) | 0.54% | 0% | 53.89% | 5/29/2024 |
 BAIC Motor (1958.HK) | 0.52% | 0.31% | 99.5% | - |
 Alibaba (BABA) | 0.51% | 0.44% | 99.5% | - |
 Mastercard (MA) | 0.45% | 0% | 26.27% | 1/26/2023 |
 Annaly (NLY) | 0.45% | 0.31% | 97.22% | - |
 Agilent (A.US) | 0.43% | 0% | 21.41% | 11/11/2022 |
 NYMT (ADAM) | 0.41% | 0.2% | 97.22% | - |
 Occidental (OXY) | 0.37% | 0.8% | 48.39% | - |
 Ecolab (ECL) | 0.37% | 0.6% | 50.18% | - |
 UPS (UPS) | 0.36% | 0% | 28.12% | 5/29/2024 |
 Hasbro (HAS) | 0.35% | 0.74% | 49.82% | - |
 Rolls-Royce (RR.L) | 0.35% | 0% | 38.97% | 7/26/2023 |
 Tesla (TSLA) | 0.32% | 0% | 22.98% | 10/24/2024 |
 Altria (MO) | 0.3% | 1.8% | 31.12% | - |
 NVIDIA (NVDA) | 0.28% | 1.81% | 21.48% | - |
 Tilray (TLRY) | 0.26% | 0% | 22.34% | 7/30/2024 |
 Moncler (MONC.MI) | 0.24% | 0% | 42.97% | 8/19/2025 |
 Sanofi (SAN.PA) | 0.2% | 0% | 36.69% | 10/2/2025 |
 Saras (SRS.MI) | 0.19% | 0% | 16.63% | 9/6/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.19% | 0% | 21.41% | 11/11/2022 |
 Volkswagen (VOW3.DE) | 0.19% | 0.48% | 35.9% | - |
 Mediobanca (MB.MI) | 0.18% | 0.97% | 20.7% | - |
 Genuine Parts (GPC) | 0.16% | 0.5% | 28.62% | - |
 Unity (U) | 0.14% | 0% | 48.32% | 12/8/2023 |
 Asensus (ASXC) | 0.14% | 0% | 66.81% | 8/25/2024 |
 Supermicro (SMCI) | 0.14% | 0.6% | 28.27% | - |
 Stellantis (STLAM.MI) | 0.13% | 0.81% | 30.12% | - |
 Nio (NIO) | 0.12% | 0% | 38.97% | 7/26/2023 |
 International Seaways (INSW) | 0.12% | 0.42% | 30.34% | - |
 Telecom Italia (TIT.MI) | 0.11% | 0% | 16.13% | 12/1/2022 |
 A2A (A2A.MI) | 0.11% | 0.89% | 20.06% | - |
 Icahn Enterprises (IEP) | 0.1% | 0.25% | 29.91% | - |
 Neste (NESTE.HE) | 0.1% | 0.62% | 21.56% | - |
 Nintendo (NTDOY) | 0.09% | 0% | 13.28% | 7/19/2023 |
 Warner Bros Discovery (WBD) | 0.07% | 0.11% | 92.22% | - |
 Merck (MRK) | 0.07% | 0.6% | 13.56% | - |
 Venture Global Inc (VG) | 0.06% | 0% | 11.28% | 8/13/2025 |
 ZIM (ZIM) | 0.05% | 0.44% | 13.2% | - |
 Intel (INTC) | 0.05% | 0% | 8.28% | 8/19/2025 |
 Kraft Heinz (KHC) | 0.04% | 0% | 7.57% | 9/12/2024 |
 Eli Lilly (LLY) | 0.04% | 0% | 3.93% | 10/1/2025 |
 British American Tobacco (BTI) | 0.03% | 0.51% | 7% | - |
 Canopy Growth (CGC) | 0.03% | 0.1% | 20.99% | - |
 Flare (FLR) | 0.02% | 0.02% | 72.73% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.02% | 0% | 1.5% | 2/18/2022 |
 Adidas (ADS.DE) | 0.02% | 0.41% | 4.78% | - |
 Astra (ASTR) | 0.02% | 0% | 5.21% | 7/23/2024 |
 Pfizer (PFE) | 0.01% | 0.46% | 2.71% | - |
 ASML (ASML) | 0.01% | 0% | 2.43% | 8/19/2025 |
 Ferrari (RACE) | 0.01% | 0.44% | 2.21% | - |
 Outokumpu (OUT1V.HE) | 0.01% | 0.46% | 2.07% | - |
 Canoo (GOEVQ) | 0.01% | 0% | 1.14% | 3/21/2024 |
 Songbird (SGB) | 0% | 0% | 39.04% | 1/16/2025 |
 EA (EA) | 0% | 0% | 0.43% | 2/7/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0% | 0% | 0.64% | 9/12/2024 |
 UiPath (PATH) | 0% | 0% | 0.29% | 4/4/2022 |
 easyJet (EZJ.L) | 0% | 0% | 0.29% | 1/4/2022 |
 Symbotic (SYM) | 0% | 0% | 0.14% | 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
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5% | 6.13% |
| Amazon (AMZN) | 4.29% | 5.81% |
| Costco (COST) | 4.33% | 5.51% |
| Microsoft (MSFT) | 4.4% | 4.9% |
| Coca-Cola (KO) | 5.56% | 4.7% |
| Meta (META) | 3.61% | 4.68% |
| PepsiCo (PEP) | 5.63% | 4.34% |
| American Express (AXP) | 2.89% | 3.52% |
| Apple (AAPL) | 2.17% | 3.15% |
| JPMorgan (JPM) | 2.89% | 3.12% |
| Intesa Sanpaolo (ISP.MI) | 2.74% | 2.95% |
| Walmart (WMT) | 2.17% | 2.9% |
| McDonald's (MCD) | 2.89% | 2.75% |
| Main Street Capital (MAIN) | 2.17% | 2.39% |
| Visa (V) | 2.17% | 2.2% |
| Berkshire Hathaway (BRK.B) | 2.15% | 2.04% |
| Goldman Sachs (GS) | 1.44% | 1.8% |
| TSMC (TSM) | 1.44% | 1.66% |
| Oracle (ORCL) | 1.44% | 1.62% |
| Xiaomi (1810.HK) | 0.72% | 1.5% |
| Lenovo (0992.HK) | 1.17% | 1.43% |
| Carnival (CCL) | 0.71% | 1.37% |
| Philip Morris (PM) | 1.44% | 1.36% |
| Colgate (CL) | 1.43% | 1.35% |
| AMD (AMD) | 1.82% | 1.33% |
| Disney (DIS) | 1.3% | 1.22% |
| Procter & Gamble (PG) | 1.44% | 1.14% |
| Orange (ORA.PA) | 1.44% | 1.11% |
| Ford (F) | 1.44% | 1.08% |
| Enel (ENEL.MI) | 0.96% | 0.95% |
| Occidental (OXY) | 1.11% | 0.81% |
| Poste Italiane (PST.MI) | 0.72% | 0.67% |
| Star Bulk (SBLK) | 0.88% | 0.66% |
| Ecolab (ECL) | 0.72% | 0.66% |
| Verizon (VZ) | 0.88% | 0.66% |
| Hasbro (HAS) | 0.74% | 0.62% |
| Genuine Parts (GPC) | 0.72% | 0.56% |
| Sanofi (SAN.PA) | 0.72% | 0.56% |
| Altria (MO) | 0.72% | 0.55% |
| Stellantis (STLAM.MI) | 0.72% | 0.55% |
| Volkswagen (VOW3.DE) | 0.84% | 0.53% |
| Supermicro (SMCI) | 0.72% | 0.5% |
| AT&T (T) | 0.59% | 0.5% |
| Moncler (MONC.MI) | 0.72% | 0.45% |
| China Everbright Environment (00257.HK) | 0.36% | 0.44% |
| BAIC Motor (1958.HK) | 0.49% | 0.42% |
| International Seaways (INSW) | 0.72% | 0.38% |
| Icahn Enterprises (IEP) | 0.46% | 0.33% |
| Alibaba (BABA) | 0.36% | 0.32% |
| Annaly (NLY) | 0.5% | 0.3% |
| Xinyi Solar (0968.HK) | 0.42% | 0.24% |
| NYMT (ADAM) | 0.25% | 0.2% |
| Warner Bros Discovery (WBD) | 0.17% | 0.06% |
| Flare (FLR) | 0.07% | 0.05% |
| Songbird (SGB) | 0.01% | 0% |