Portfolio Diversification
Range
Most Diversified
28 instruments
October 8, 2025
Least Diversified
0 instruments
November 19, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
BTC99.87%
BRK.B99.75%
AMZN98.87%
KO98.87%
NVDA98.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 9, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 11.13% | 11.41% | 98.87% | - |
| Berkshire Hathaway (BRK.B) | 7.62% | 4.43% | 99.75% | - |
 WP Carey (WPC) | 6.98% | 5.43% | 95.23% | - |
 Realty Income (O) | 6.56% | 4.99% | 93.59% | - |
 LVMH (MC.PA) | 6.48% | 6.91% | 93.22% | - |
 ASML (ASML) | 6.04% | 13.66% | 50.5% | - |
 CVS Health (CVS) | 5.66% | 0% | 86.93% | 10/15/2025 |
 VICI Properties (VICI) | 4.98% | 3.33% | 96.86% | - |
 Starbucks (SBUX) | 4.85% | 3.95% | 96.86% | - |
| Bitcoin (BTC) | 4.69% | 5.12% | 99.87% | - |
 Alphabet (GOOG) | 3.21% | 4.46% | 92.34% | - |
 Altria (MO) | 2.94% | 2.06% | 95.35% | - |
| Coca-Cola (KO) | 2.82% | 1.71% | 98.87% | - |
 Rolls-Royce (RR.L) | 2.52% | 0% | 87.06% | 11/13/2025 |
 Match Group (MTCH) | 2.49% | 2.42% | 74.37% | - |
 Warner Bros Discovery (WBD) | 2.35% | 0% | 24.37% | 11/7/2024 |
 Pfizer (PFE) | 2.22% | 3.87% | 49.5% | - |
| Amazon (AMZN) | 2.08% | 2.05% | 98.87% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.86% | 0% | 6.41% | 11/29/2023 |
 AbbVie (ABBV) | 1.71% | 1.23% | 95.23% | - |
 Nu (NU) | 1.51% | 4.35% | 36.81% | - |
 Occidental (OXY) | 1.49% | 0% | 44.1% | 11/18/2024 |
 SoFi (SOFI) | 1.09% | 1.95% | 55.65% | - |
 NNN (NNN) | 0.79% | 0% | 18.97% | 4/29/2024 |
 AT&T (T) | 0.66% | 0% | 21.48% | 5/24/2024 |
 Mastercard (MA) | 0.57% | 0% | 24.75% | 5/1/2024 |
 Vodafone (VOD) | 0.57% | 0% | 43.84% | 11/3/2025 |
 PayPal (PYPL) | 0.49% | 3.2% | 51.63% | - |
 UPS (UPS) | 0.44% | 2.88% | 16.08% | - |
 Lockheed Martin (LMT) | 0.37% | 2.24% | 16.08% | - |
 Apple (AAPL) | 0.32% | 0% | 25.5% | 5/24/2024 |
 Garmin (GRMN) | 0.25% | 0% | 4.65% | 11/22/2023 |
 Novo-Nordisk (NVO) | 0.24% | 3.78% | 8.54% | - |
 Lululemon (LULU) | 0.17% | 2.47% | 12.19% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.13% | 0% | 2.01% | 11/29/2023 |
 Disney (DIS) | 0.12% | 0% | 8.54% | 1/9/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.12% | 0% | 2.01% | 11/29/2023 |
 Chimera (CIM) | 0.09% | 0.29% | 26.13% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.09% | 0% | 2.01% | 11/29/2023 |
 TUI AG (TUI.L) | 0.09% | 0% | 6.16% | 7/16/2024 |
 Spotify (SPOT) | 0.08% | 0% | 3.14% | 11/27/2023 |
 PepsiCo (PEP) | 0.07% | 0% | 34.92% | 10/15/2025 |
 Nio (NIO) | 0.07% | 0% | 29.65% | 9/11/2024 |
 Meta (META) | 0.06% | 1.24% | 5.03% | - |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.13% | 11/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 12.65% | 11.36% |
| NVIDIA (NVDA) | 5.02% | 10.9% |
| LVMH (MC.PA) | 11.54% | 10.02% |
| Realty Income (O) | 7.49% | 6.56% |
| WP Carey (WPC) | 7.93% | 6.46% |
| Starbucks (SBUX) | 6.28% | 6% |
| Berkshire Hathaway (BRK.B) | 5.05% | 5.71% |
| Pfizer (PFE) | 5.71% | 5.32% |
| CVS Health (CVS) | 8.22% | 5.15% |
| VICI Properties (VICI) | 5.48% | 4.82% |
| Bitcoin (BTC) | 2.43% | 4.75% |
| Alphabet (GOOG) | 3.49% | 3.88% |
| Rolls-Royce (RR.L) | 2.97% | 3.53% |
| Match Group (MTCH) | 3.65% | 3.38% |
| Amazon (AMZN) | 2.59% | 2.72% |
| Altria (MO) | 2.32% | 2.6% |
| Coca-Cola (KO) | 2.23% | 2.14% |
| SoFi (SOFI) | 1.13% | 1.42% |
| AbbVie (ABBV) | 1.25% | 1.38% |
| Vodafone (VOD) | 1.49% | 1.24% |
| PayPal (PYPL) | 1.05% | 0.96% |