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Portfolio Diversification
Range
Most Diversified
51 instruments
April 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
44.8 instruments
Most Consistent Holdings
Top 5
BRK.B99.68%
MC.PA99.68%
PSH.L99.68%
TLT99.68%
SU99.68%
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) | 11.41% | 10.41% | 99.68% | - |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 6.59% | 5.09% | 99.48% | - |
| Suncor (SU) | 5.98% | 6.04% | 99.68% | - |
| Berkshire Hathaway (BRK.B) | 5.71% | 5.21% | 99.68% | - |
 BCP (BCP.LSB) | 4.48% | 7.22% | 99.48% | - |
 Credit Agricole (ACA.PA) | 3.38% | 3.58% | 89.09% | - |
 Mercedes-Benz (MBG.DE) | 3.01% | 1.69% | 98.77% | - |
 Vanguard Information Technology (VGT) | 2.62% | 2.53% | 99.68% | - |
| LVMH (MC.PA) | 2.58% | 1.45% | 99.68% | - |
 Amazon (AMZN) | 2.33% | 4.7% | 97.4% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 2.22% | 1.75% | 87.08% | - |
 Merlin Properties (MRL.MC) | 2.19% | 1.93% | 99.48% | - |
 Netflix (NFLX) | 2.15% | 2.16% | 97.21% | - |
 Vale (VALE) | 2% | 1.66% | 99.48% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.96% | 1.61% | 99.68% | - |
 Vanguard Value ETF (VTV) | 1.95% | 1.47% | 99.48% | - |
 iShares Edge MSCI USA Quality (QUAL) | 1.91% | 1.53% | 99.48% | - |
| Pershing Square (PSH.L) | 1.88% | 1.42% | 99.68% | - |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.81% | 1.12% | 99.55% | - |
 Intel (INTC) | 1.78% | 3.25% | 98.57% | - |
 Truist (TFC) | 1.58% | 1.07% | 99.48% | - |
 Coca-Cola (KO) | 1.57% | 2.04% | 99.42% | - |
 RBI (QSR) | 1.56% | 1.07% | 99.48% | - |
 SPDR Gold (GLD) | 1.5% | 1.72% | 98.57% | - |
 Citi (C) | 1.44% | 1.81% | 99.48% | - |
 Silver (Non Expiry) (SILVER) | 1.38% | 2.11% | 99.48% | - |
 BNP Paribas (BNP.PA) | 1.28% | 2.83% | 68.18% | - |
 ArcelorMittal (MTS.MC) | 1.23% | 1.61% | 92.92% | - |
 Endesa (ELE.MC) | 1.18% | 1.22% | 99.48% | - |
 Digital Realty (DLR) | 1.05% | 1.07% | 87.08% | - |
 AXA (CS.PA) | 1.03% | 2.6% | 74.68% | - |
 Vanguard Total Bond Market ETF (BND) | 1.01% | 0.57% | 99.48% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1% | 0.57% | 99.48% | - |
 Chevron (CVX) | 0.98% | 0.76% | 91.17% | - |
 Farfetch (FTCHQ) | 0.97% | 0% | 42.73% | 4/8/2024 |
 iShares TIPS Bond ETF (TIP) | 0.95% | 0.64% | 90.97% | - |
 Apple (AAPL) | 0.93% | 1.82% | 47.01% | - |
 SCOR (SCR.PA) | 0.89% | 0.99% | 77.08% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.88% | 0.42% | 99.68% | - |
 Alibaba (BABA) | 0.81% | 0.64% | 99.48% | - |
 iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 0.78% | 1.21% | 47.01% | - |
 China Everbright Environment (00257.HK) | 0.72% | 0.99% | 75.58% | - |
 Johnson & Johnson (JNJ) | 0.57% | 0.8% | 67.99% | - |
 Engie (ENGI.PA) | 0.55% | 0.86% | 74.48% | - |
 Icahn Enterprises (IEP) | 0.46% | 0% | 22.08% | 12/28/2022 |
 Li Ning (2331.HK) | 0.43% | 1.12% | 38.96% | - |
 Kraft Heinz (KHC) | 0.39% | 0.3% | 64.55% | - |
 Verizon (VZ) | 0.39% | 0.45% | 68.18% | - |
 Walmart (WMT) | 0.38% | 1.75% | 22.86% | - |
 Medical Properties Trust (MPT) | 0.35% | 0.28% | 74.68% | - |
 American Tower (AMT) | 0.28% | 0.24% | 71.82% | - |
 Tupperware (TUPBQ) | 0.21% | 0% | 54.55% | 9/26/2024 |
 Credit Suisse Group AG-ADR (CS.US) | 0.02% | 0% | 5.71% | 6/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 7.94% | 10.85% |
| BCP (BCP.LSB) | 1.14% | 7.82% |
| Berkshire Hathaway (BRK.B) | 5.43% | 6% |
| EUSTX50 Index (Non Expiry) (EUSTX50) | 4.56% | 5.39% |
| Amazon (AMZN) | 5.58% | 4.64% |
| Suncor (SU) | 2.51% | 4.62% |
| Credit Agricole (ACA.PA) | 3.1% | 3.85% |
| AXA (CS.PA) | 3.85% | 2.7% |
| BNP Paribas (BNP.PA) | 3.28% | 2.65% |
| Vanguard Information Technology (VGT) | 1.17% | 2.54% |
| Netflix (NFLX) | 1.6% | 2.34% |
| Mercedes-Benz (MBG.DE) | 4.11% | 2.16% |
| Silver (Non Expiry) (SILVER) | 0.8% | 2.1% |
| LVMH (MC.PA) | 2.28% | 2.09% |
| Apple (AAPL) | 1.92% | 1.99% |
| Iboxx $ High Yield Corporate Bd Ishares (HYG) | 2.72% | 1.89% |
| Merlin Properties (MRL.MC) | 1.55% | 1.72% |
| Citi (C) | 1.55% | 1.71% |
| SPDR Gold (GLD) | 1.14% | 1.7% |
| Pershing Square (PSH.L) | 1.48% | 1.69% |
| Vanguard Total Stock Market ETF (VTI) | 1.14% | 1.67% |
| Walmart (WMT) | 2.17% | 1.63% |
| iShares Edge MSCI USA Quality (QUAL) | 1.14% | 1.59% |
| Intel (INTC) | 2.36% | 1.58% |
| Vanguard Value ETF (VTV) | 1.14% | 1.49% |
| Vale (VALE) | 2.16% | 1.34% |
| iShares Treasury Bond 0-1yr UCITS ETF (IBCC.DE) | 2.3% | 1.31% |
| ArcelorMittal (MTS.MC) | 1.45% | 1.27% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.34% | 1.14% |
| Truist (TFC) | 1.37% | 1.11% |
| Endesa (ELE.MC) | 1.3% | 1.06% |
| Li Ning (2331.HK) | 1.24% | 1.05% |
| Coca-Cola (KO) | 1.24% | 1.03% |
| RBI (QSR) | 1.41% | 1% |
| China Everbright Environment (00257.HK) | 1.11% | 0.93% |
| SCOR (SCR.PA) | 1.05% | 0.92% |
| Digital Realty (DLR) | 1.14% | 0.9% |
| Johnson & Johnson (JNJ) | 0.91% | 0.79% |
| Alibaba (BABA) | 1.14% | 0.74% |
| Engie (ENGI.PA) | 0.65% | 0.73% |
| iShares TIPS Bond ETF (TIP) | 1.14% | 0.68% |
| Chevron (CVX) | 1.14% | 0.67% |
| Vanguard Total Bond Market ETF (BND) | 1.14% | 0.62% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.14% | 0.62% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.32% | 0.46% |
| Verizon (VZ) | 0.57% | 0.43% |
| Kraft Heinz (KHC) | 0.83% | 0.36% |
| Medical Properties Trust (MPT) | 1.1% | 0.29% |
| American Tower (AMT) | 0.46% | 0.26% |
| Farfetch (FTCHQ) | 3.3% | 0% |
Cash & Instruments Over Time
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