Portfolio Diversification
Range
Most Diversified
24 instruments
May 21, 2025
Least Diversified
1 instruments
October 9, 2023
Average
20 instruments
Most Consistent Holdings
Top 5
BTC100%
BRK.B99.83%
AMZN98.64%
KO98.64%
NVDA98.64%
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) | 10.61% | 11.41% | 98.64% | - |
| Berkshire Hathaway (BRK.B) | 8.58% | 5.88% | 99.83% | - |
 WP Carey (WPC) | 7.27% | 6.65% | 93.71% | - |
 CVS Health (CVS) | 6.95% | 2.93% | 92.69% | - |
 Realty Income (O) | 6.88% | 6.33% | 91.5% | - |
 LVMH (MC.PA) | 6.49% | 7.21% | 90.99% | - |
 VICI Properties (VICI) | 5.26% | 4.84% | 95.92% | - |
 Starbucks (SBUX) | 4.94% | 5.16% | 95.92% | - |
| Bitcoin (BTC) | 4.34% | 4.98% | 100% | - |
 ASML (ASML) | 3.83% | 12.33% | 33.16% | - |
 Warner Bros Discovery (WBD) | 3.18% | 0% | 32.99% | 11/7/2024 |
| Coca-Cola (KO) | 3.14% | 2.26% | 98.64% | - |
 Altria (MO) | 3.12% | 2.73% | 93.88% | - |
 Alphabet (GOOG) | 3.05% | 3.09% | 89.8% | - |
 Rolls-Royce (RR.L) | 2.52% | 4.8% | 87.93% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 2.52% | 0% | 8.67% | 11/29/2023 |
 Match Group (MTCH) | 2.39% | 2.79% | 65.48% | - |
 Occidental (OXY) | 2.01% | 0% | 59.69% | 11/18/2024 |
| Amazon (AMZN) | 2.01% | 2.41% | 98.64% | - |
 AbbVie (ABBV) | 1.86% | 1.32% | 93.71% | - |
 Pfizer (PFE) | 1.55% | 4.33% | 31.8% | - |
 NNN (NNN) | 1.07% | 0% | 25.68% | 4/29/2024 |
 AT&T (T) | 0.89% | 0% | 29.08% | 5/24/2024 |
 SoFi (SOFI) | 0.82% | 1.12% | 40.14% | - |
 Mastercard (MA) | 0.78% | 0% | 33.5% | 5/1/2024 |
 Nu (NU) | 0.58% | 4.28% | 14.63% | - |
 Apple (AAPL) | 0.43% | 0% | 34.52% | 5/24/2024 |
 Vodafone (VOD) | 0.39% | 1.39% | 31.12% | - |
 Garmin (GRMN) | 0.34% | 0% | 6.29% | 11/22/2023 |
 PayPal (PYPL) | 0.3% | 0.75% | 34.69% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.17% | 0% | 2.72% | 11/29/2023 |
 Disney (DIS) | 0.16% | 0% | 11.56% | 1/9/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.16% | 0% | 2.72% | 11/29/2023 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.12% | 0% | 2.72% | 11/29/2023 |
 TUI AG (TUI.L) | 0.12% | 0% | 8.33% | 7/16/2024 |
 Spotify (SPOT) | 0.11% | 0% | 4.25% | 11/27/2023 |
 Nio (NIO) | 0.09% | 0% | 40.14% | 9/11/2024 |
 PepsiCo (PEP) | 0.05% | 0.21% | 22.28% | - |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 0.17% | 11/28/2023 |
 Chimera (CIM) | 0% | 0.41% | 0.17% | - |
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% |