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Portfolio Diversification
Range
Most Diversified
28 instruments
October 8, 2025
Least Diversified
0 instruments
November 19, 2025
Average
21.7 instruments
Most Consistent Holdings
Top 5
BTC99.89%
BRK.B99.77%
AMZN98.97%
KO98.97%
NVDA98.97%
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) | 11.17% | 11.32% | 98.97% | - |
| Berkshire Hathaway (BRK.B) | 7.3% | 4.32% | 99.77% | - |
 ASML (ASML) | 6.95% | 15.95% | 55.13% | - |
 WP Carey (WPC) | 6.85% | 5.92% | 95.67% | - |
 LVMH (MC.PA) | 6.45% | 5.3% | 93.85% | - |
 Realty Income (O) | 6.42% | 5.49% | 94.19% | - |
 CVS Health (CVS) | 5.13% | 0% | 78.82% | 10/15/2025 |
 VICI Properties (VICI) | 4.83% | 3.67% | 97.15% | - |
 Starbucks (SBUX) | 4.78% | 4.47% | 97.15% | - |
| Bitcoin (BTC) | 4.68% | 4.36% | 99.89% | - |
 Alphabet (GOOG) | 3.32% | 4.17% | 93.05% | - |
 Altria (MO) | 2.86% | 2.27% | 95.79% | - |
| Coca-Cola (KO) | 2.72% | 1.82% | 98.97% | - |
 Match Group (MTCH) | 2.46% | 2.17% | 76.77% | - |
 Pfizer (PFE) | 2.36% | 3.95% | 54.21% | - |
 Rolls-Royce (RR.L) | 2.29% | 0% | 78.93% | 11/13/2025 |
 Warner Bros Discovery (WBD) | 2.13% | 0% | 22.1% | 11/7/2024 |
| Amazon (AMZN) | 2.07% | 1.88% | 98.97% | - |
 Nu (NU) | 1.75% | 3.66% | 42.6% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.69% | 0% | 5.81% | 11/29/2023 |
 AbbVie (ABBV) | 1.66% | 1.23% | 95.67% | - |
 Occidental (OXY) | 1.35% | 0% | 39.98% | 11/18/2024 |
 SoFi (SOFI) | 1.14% | 1.32% | 59.79% | - |
 NNN (NNN) | 0.72% | 0% | 17.2% | 4/29/2024 |
 PayPal (PYPL) | 0.69% | 2.38% | 56.15% | - |
 UPS (UPS) | 0.67% | 2.85% | 23.92% | - |
 AT&T (T) | 0.6% | 0% | 19.48% | 5/24/2024 |
 Lockheed Martin (LMT) | 0.58% | 3.05% | 23.92% | - |
 Novo-Nordisk (NVO) | 0.56% | 2.84% | 17.08% | - |
 Mastercard (MA) | 0.52% | 0% | 22.44% | 5/1/2024 |
 Vodafone (VOD) | 0.51% | 0% | 39.75% | 11/3/2025 |
 Lululemon (LULU) | 0.37% | 2% | 20.39% | - |
 Apple (AAPL) | 0.29% | 0% | 23.12% | 5/24/2024 |
 Garmin (GRMN) | 0.23% | 0% | 4.21% | 11/22/2023 |
 Meta (META) | 0.18% | 1.94% | 13.9% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.12% | 0% | 1.82% | 11/29/2023 |
 Chimera (CIM) | 0.11% | 0.3% | 33.03% | - |
 Disney (DIS) | 0.11% | 0% | 7.74% | 1/9/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.11% | 0% | 1.82% | 11/29/2023 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.08% | 0% | 1.82% | 11/29/2023 |
 TUI AG (TUI.L) | 0.08% | 0% | 5.58% | 7/16/2024 |
 Spotify (SPOT) | 0.08% | 0% | 2.85% | 11/27/2023 |
 PepsiCo (PEP) | 0.07% | 0% | 31.66% | 10/15/2025 |
 Nio (NIO) | 0.06% | 0% | 26.88% | 9/11/2024 |
 Bank of America (BAC) | 0.01% | 0.92% | 1.03% | - |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.11% | 11/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 11.15% | 13.5% |
| NVIDIA (NVDA) | 5.34% | 12.14% |
| LVMH (MC.PA) | 9.27% | 7.1% |
| WP Carey (WPC) | 6.37% | 5.36% |
| Bitcoin (BTC) | 5.25% | 5.07% |
| Realty Income (O) | 6.02% | 4.88% |
| Alphabet (GOOG) | 2.81% | 4.5% |
| Berkshire Hathaway (BRK.B) | 4.06% | 4.45% |
| Nu (NU) | 3.82% | 4.3% |
| Starbucks (SBUX) | 5.05% | 3.89% |
| Novo-Nordisk (NVO) | 5.3% | 3.82% |
| Pfizer (PFE) | 4.86% | 3.72% |
| VICI Properties (VICI) | 4.4% | 3.26% |
| PayPal (PYPL) | 4.67% | 3.02% |
| UPS (UPS) | 3.25% | 2.83% |
| Lululemon (LULU) | 2.69% | 2.49% |
| Match Group (MTCH) | 2.93% | 2.35% |
| Lockheed Martin (LMT) | 2.6% | 2.25% |
| Amazon (AMZN) | 2.17% | 2.09% |
| Altria (MO) | 1.86% | 2.02% |
| SoFi (SOFI) | 1.03% | 1.87% |
| Coca-Cola (KO) | 1.79% | 1.69% |
| Meta (META) | 1.59% | 1.26% |
| AbbVie (ABBV) | 1.01% | 1.25% |
| Chimera (CIM) | 0.41% | 0.28% |
Cash & Instruments Over Time
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