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Portfolio Diversification
Range
Most Diversified
44 instruments
April 23, 2024
Least Diversified
0 instruments
February 2, 2025
Average
33.1 instruments
Most Consistent Holdings
Top 5
MSFT99.83%
INTC99.83%
ITUB99.83%
VTRS99.83%
GOSS99.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 5.22% | 12.47% | 99.83% | - |
 Alphabet (GOOG) | 4.68% | 16.63% | 76.63% | - |
| Itau Unibanco (ITUB) | 3.47% | 6.47% | 99.83% | - |
 AMD (AMD) | 3.4% | 0% | 61.08% | 9/8/2025 |
 Amazon (AMZN) | 2.83% | 15.52% | 67.33% | - |
 Apple (AAPL) | 2.68% | 5.31% | 72.02% | - |
 NVIDIA (NVDA) | 2.67% | 0% | 66.81% | 2/19/2025 |
 iShares 0-1 Year Treasury Bond (SHV) | 2.63% | 4.59% | 59.69% | - |
 Berkshire Hathaway (BRK.B) | 2.4% | 0% | 40.83% | 4/23/2024 |
 Bitcoin (BTC) | 2.33% | 3.66% | 95.22% | - |
 Telecom Italia (TIT.MI) | 2.28% | 0% | 97.39% | 2/6/2026 |
 Getinge (GETIB.ST) | 2.25% | 0% | 97.74% | 2/10/2026 |
 Adobe (ADBE) | 2.23% | 0% | 83.06% | 8/25/2025 |
| Viatris (VTRS) | 2.15% | 3.79% | 99.83% | - |
 Heineken (HEIA.NV) | 2.07% | 0% | 57.17% | 2/16/2026 |
 Ethereum (ETH) | 2.05% | 0% | 82.88% | 8/25/2025 |
| Intel (INTC) | 2.01% | 1.98% | 99.83% | - |
 BRF (BRFS) | 1.89% | 0% | 86.1% | 9/29/2025 |
 Beazley (BEZ.L) | 1.88% | 0% | 50.39% | 8/12/2024 |
| Gossamer Bio (GOSS) | 1.88% | 0% | 99.39% | 3/2/2026 |
 Sony (SONY) | 1.7% | 0% | 66.2% | 2/12/2025 |
 Generac (GNRC) | 1.7% | 0% | 97.74% | 2/10/2026 |
 Schlumberger (SLB) | 1.6% | 0% | 48.57% | 7/22/2024 |
 Elastic (ESTC) | 1.47% | 0% | 82.8% | 8/22/2025 |
 Wix (WIX) | 1.41% | 0% | 82.62% | 8/20/2025 |
 Andersons (ANDE) | 1.4% | 0% | 41.01% | 4/25/2024 |
 Meta (META) | 1.39% | 14.68% | 15.55% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.36% | 6.13% | 26.76% | - |
 Oracle (ORCL) | 1.31% | 0% | 45.18% | 6/13/2024 |
 Cloudflare (NET) | 1.26% | 0% | 65.42% | 2/3/2025 |
 Nintendo (NTDOY) | 1.23% | 0% | 70.63% | 4/4/2025 |
 FLSmidth (FLS.CO) | 1.08% | 0% | 42.75% | 5/15/2024 |
 Datadog (DDOG) | 1.08% | 0% | 47.35% | 7/8/2024 |
 HP (HPQ) | 1.01% | 0% | 43.87% | 5/29/2024 |
 Novartis (NVS) | 1% | 0% | 41.01% | 4/25/2024 |
 LSE (LSEG.L) | 0.99% | 0% | 40.92% | 4/24/2024 |
 Arrowhead Pharmaceuticals (ARWR) | 0.94% | 0% | 82.62% | 8/20/2025 |
 Leggett & Platt (LEG) | 0.92% | 0% | 72.72% | 4/28/2025 |
 Bank of America (BAC) | 0.85% | 0% | 47.44% | 7/9/2024 |
 Xiaomi (1810.HK) | 0.8% | 0% | 65.42% | 2/3/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.8% | 0% | 19.2% | 2/24/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.79% | 0% | 18.94% | 2/21/2025 |
 Glaukos (GKOS) | 0.77% | 0% | 40.92% | 4/24/2024 |
 Vanguard Total World Stock ETF (VT.US) | 0.77% | 0% | 18.94% | 2/21/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.66% | 1.22% | 59.69% | - |
 Activision Blizzard, Inc. (ATVI) | 0.55% | 0% | 24.41% | 10/16/2023 |
 Broadcom (AVGO) | 0.42% | 0% | 25.63% | 2/21/2025 |
 Virgin Galactic (SPCE) | 0.32% | 0% | 82.62% | 8/20/2025 |
 9F (JFU) | 0.14% | 0% | 72.72% | 4/28/2025 |
 MercadoLibre (MELI) | 0.13% | 0% | 9.64% | 8/12/2024 |
 STAG (STAG) | 0.1% | 0% | 4.87% | 6/20/2024 |
 NEO (NEO) | 0.08% | 0% | 41.36% | 8/20/2025 |
 Alphabet (GOOGL) | 0.07% | 0% | 6.6% | 6/10/2025 |
 IOTA (MIOTA) | 0.07% | 0% | 82.62% | 8/20/2025 |
 Simon (SPG) | 0.06% | 0% | 2.95% | 5/29/2024 |
 3M (MMM) | 0.05% | 0% | 2.52% | 5/29/2024 |
 TRON (TRX) | 0.05% | 0% | 11.82% | 11/13/2024 |
 HTG Molecular Diagnostics Inc (HTGMQ) | 0.04% | 0% | 30.06% | 12/20/2023 |
 Sandoz (SDZNY) | 0.03% | 0% | 24.76% | 7/18/2024 |
 Honda (HMC) | 0.03% | 0% | 0.78% | 2/12/2025 |
 JPMorgan (JPM) | 0.02% | 0% | 4.69% | 7/16/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.7% | 6/24/2024 |
 Eli Lilly (LLY) | 0% | 0% | 0.43% | 6/26/2024 |
 Qualcomm (QCOM) | 0% | 0% | 0.52% | 6/20/2024 |
 Realty Income (O) | 0% | 0% | 0.09% | 4/25/2024 |
 Omega Healthcare (OHI) | 0% | 0% | 0.09% | 7/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 10.88% | 17.02% |
| Microsoft (MSFT) | 11.22% | 10.75% |
| Amazon (AMZN) | 8.84% | 8.64% |
| Meta (META) | 10.2% | 7.82% |
| Gossamer Bio (GOSS) | 4.08% | 7.07% |
| Itau Unibanco (ITUB) | 5.1% | 5.53% |
| Apple (AAPL) | 4.76% | 5.45% |
| Schwab US Dividend Equity ETF (SCHD) | 5.74% | 5.25% |
| Bitcoin (BTC) | 6.8% | 4.57% |
| Telecom Italia (TIT.MI) | 3.4% | 4.56% |
| iShares 0-1 Year Treasury Bond (SHV) | 5.1% | 4.46% |
| Viatris (VTRS) | 3.74% | 3.24% |
| Heineken (HEIA.NV) | 4.42% | 3% |
| Getinge (GETIB.ST) | 3.4% | 2.67% |
| Generac (GNRC) | 4.08% | 2.53% |
| Intel (INTC) | 2.72% | 2% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.36% | 1.19% |
Cash & Instruments Over Time
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