Portfolio Diversification
Range
Most Diversified
51 instruments
April 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
43.7 instruments
Most Consistent Holdings
Top 5
SILVER99.92%
EUSTX5099.92%
KO99.92%
C99.92%
VALE99.92%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 11.58% | 10.97% | 99.92% | - |
| EUSTX50 Index (Non Expiry) (EUSTX50) | 6.93% | 5.73% | 99.92% | - |
 Suncor (SU) | 6.27% | 4.41% | 99.92% | - |
 Berkshire Hathaway (BRK.B) | 5.65% | 6.79% | 99.92% | - |
 BCP (BCP.LSB) | 3.82% | 6.61% | 99.92% | - |
 Credit Agricole (ACA.PA) | 3.29% | 4.04% | 86.57% | - |
 Mercedes-Benz (MBG.DE) | 3.28% | 2.13% | 98.77% | - |
 LVMH (MC.PA) | 2.79% | 1.73% | 99.92% | - |
 Vanguard Information Technology (VGT) | 2.65% | 2.43% | 99.92% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 2.3% | 2.14% | 84.28% | - |
 Merlin Properties (MRL.MC) | 2.29% | 1.7% | 99.92% | - |
| Vale (VALE) | 2.19% | 1.12% | 99.92% | - |
 Vanguard Value ETF (VTV) | 2.07% | 1.56% | 99.92% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.04% | 1.69% | 99.92% | - |
 Netflix (NFLX) | 2% | 3.57% | 96.81% | - |
 iShares Edge MSCI USA Quality (QUAL) | 1.99% | 1.66% | 99.92% | - |
 Consumer Staples Select Sector SPDR (XLP) | 1.96% | 1.38% | 99.92% | - |
 Pershing Square (PSH.L) | 1.95% | 1.56% | 99.92% | - |
 Intel (INTC) | 1.81% | 0.98% | 98.77% | - |
 Amazon (AMZN) | 1.73% | 4.94% | 97.05% | - |
 Truist (TFC) | 1.72% | 1.05% | 99.92% | - |
 RBI (QSR) | 1.7% | 1.2% | 99.92% | - |
| Coca-Cola (KO) | 1.63% | 1.21% | 99.92% | - |
 SPDR Gold (GLD) | 1.46% | 1.51% | 98.77% | - |
| Citi (C) | 1.42% | 1.32% | 99.92% | - |
| Silver (Non Expiry) (SILVER) | 1.29% | 1.21% | 99.92% | - |
 ArcelorMittal (MTS.MC) | 1.24% | 0.97% | 91.65% | - |
 Farfetch (FTCHQ) | 1.23% | 0% | 53.89% | 4/8/2024 |
 Endesa (ELE.MC) | 1.21% | 1.07% | 99.92% | - |
 Vanguard Total Bond Market ETF (BND) | 1.1% | 0.7% | 99.92% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.1% | 0.69% | 99.92% | - |
 Digital Realty (DLR) | 1.06% | 1.18% | 84.28% | - |
 Chevron (CVX) | 1.05% | 0.71% | 89.43% | - |
 iShares TIPS Bond ETF (TIP) | 1.02% | 0.77% | 89.19% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.98% | 0.52% | 99.92% | - |
 BNP Paribas (BNP.PA) | 0.92% | 2.93% | 60.2% | - |
 SCOR (SCR.PA) | 0.88% | 1.06% | 71.66% | - |
 Alibaba (BABA) | 0.84% | 0.69% | 99.92% | - |
 Apple (AAPL) | 0.7% | 1.72% | 33.74% | - |
 China Everbright Environment (00257.HK) | 0.66% | 0.84% | 69.78% | - |
 iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 0.63% | 1.57% | 33.74% | - |
 AXA (CS.PA) | 0.59% | 3.24% | 68.39% | - |
 Icahn Enterprises (IEP) | 0.58% | 0% | 27.85% | 12/28/2022 |
 Johnson & Johnson (JNJ) | 0.53% | 0.68% | 60.2% | - |
 Engie (ENGI.PA) | 0.5% | 0.71% | 68.39% | - |
 Kraft Heinz (KHC) | 0.4% | 0.45% | 55.61% | - |
 Verizon (VZ) | 0.36% | 0.53% | 60.2% | - |
 Medical Properties Trust (MPW) | 0.36% | 0.31% | 68.39% | - |
 American Tower (AMT) | 0.28% | 0.36% | 65.03% | - |
 Tupperware (TUPBQ) | 0.27% | 0% | 68.8% | 9/26/2024 |
 Li Ning (2331.HK) | 0.27% | 0.99% | 23.59% | - |
 Walmart (WMT) | 0.06% | 1.64% | 3.28% | - |
 Credit Suisse Group AG-ADR (CS.US) | 0.03% | 0% | 7.21% | 6/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 8.09% | 11.84% |
| Berkshire Hathaway (BRK.B) | 5.54% | 6.88% |
| EUSTX50 Index (Non Expiry) (EUSTX50) | 4.65% | 5.47% |
| Suncor (SU) | 2.56% | 4.71% |
| BCP (BCP.LSB) | 1.16% | 4.65% |
| Credit Agricole (ACA.PA) | 3.16% | 3.53% |
| Netflix (NFLX) | 1.63% | 2.83% |
| Vanguard Information Technology (VGT) | 1.19% | 2.66% |
| LVMH (MC.PA) | 2.32% | 2.54% |
| Mercedes-Benz (MBG.DE) | 4.18% | 2.53% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 2.78% | 2.34% |
| Apple (AAPL) | 1.95% | 2.33% |
| iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 2.34% | 1.9% |
| Vanguard Total Stock Market ETF (VTI) | 1.16% | 1.83% |
| Amazon (AMZN) | 1.63% | 1.83% |
| iShares Edge MSCI USA Quality (QUAL) | 1.16% | 1.81% |
| Merlin Properties (MRL.MC) | 1.58% | 1.73% |
| Pershing Square (PSH.L) | 1.51% | 1.7% |
| Vanguard Value ETF (VTV) | 1.16% | 1.68% |
| Consumer Staples Select Sector SPDR (XLP) | 1.36% | 1.46% |
| SPDR Gold (GLD) | 1.16% | 1.32% |
| Digital Realty (DLR) | 1.16% | 1.31% |
| Citi (C) | 1.58% | 1.31% |
| Truist (TFC) | 1.39% | 1.24% |
| RBI (QSR) | 1.44% | 1.21% |
| Li Ning (2331.HK) | 1.26% | 1.18% |
| BNP Paribas (BNP.PA) | 1.41% | 1.18% |
| Coca-Cola (KO) | 1.27% | 1.16% |
| Vale (VALE) | 2.2% | 1.15% |
| Intel (INTC) | 2.41% | 1.09% |
| Silver (Non Expiry) (SILVER) | 0.81% | 1.07% |
| China Everbright Environment (00257.HK) | 1.13% | 0.95% |
| SCOR (SCR.PA) | 1.07% | 0.94% |
| Endesa (ELE.MC) | 1.33% | 0.93% |
| ArcelorMittal (MTS.MC) | 1.48% | 0.92% |
| iShares TIPS Bond ETF (TIP) | 1.16% | 0.84% |
| Chevron (CVX) | 1.16% | 0.8% |
| Vanguard Total Bond Market ETF (BND) | 1.16% | 0.76% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.16% | 0.76% |
| Johnson & Johnson (JNJ) | 0.93% | 0.7% |
| AXA (CS.PA) | 0.71% | 0.68% |
| Engie (ENGI.PA) | 0.66% | 0.61% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.35% | 0.58% |
| Kraft Heinz (KHC) | 0.85% | 0.57% |
| Alibaba (BABA) | 1.16% | 0.54% |
| Verizon (VZ) | 0.58% | 0.53% |
| American Tower (AMT) | 0.46% | 0.34% |
| Medical Properties Trust (MPW) | 1.13% | 0.29% |
| Tupperware (TUPBQ) | 0.8% | 0% |
| Farfetch (FTCHQ) | 3.36% | 0% |