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Portfolio Diversification
Range
Most Diversified
28 instruments
October 8, 2025
Least Diversified
0 instruments
November 19, 2025
Average
21.8 instruments
Most Consistent Holdings
Top 5
BTC99.68%
BRK.B99.57%
AMZN98.81%
NVDA98.81%
KO98.7%
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) | 11.15% | 12.16% | 98.81% | - |
 ASML (ASML) | 7.41% | 17.21% | 57.14% | - |
| Berkshire Hathaway (BRK.B) | 7.14% | 3.87% | 99.57% | - |
 WP Carey (WPC) | 6.78% | 5.73% | 95.67% | - |
 LVMH (MC.PA) | 6.36% | 4.9% | 93.94% | - |
 Realty Income (O) | 6.35% | 5.16% | 94.26% | - |
 CVS Health (CVS) | 4.88% | 0% | 74.89% | 10/15/2025 |
 VICI Properties (VICI) | 4.75% | 3.35% | 97.08% | - |
 Starbucks (SBUX) | 4.74% | 4.22% | 97.08% | - |
| Bitcoin (BTC) | 4.66% | 4.66% | 99.68% | - |
 Alphabet (GOOG) | 3.35% | 4.44% | 93.18% | - |
 Altria (MO) | 2.82% | 2.1% | 95.78% | - |
| Coca-Cola (KO) | 2.67% | 1.69% | 98.7% | - |
 Match Group (MTCH) | 2.45% | 2.39% | 77.71% | - |
 Pfizer (PFE) | 2.43% | 3.8% | 56.17% | - |
 Rolls-Royce (RR.L) | 2.18% | 0% | 75% | 11/13/2025 |
| Amazon (AMZN) | 2.06% | 2.12% | 98.81% | - |
 Warner Bros Discovery (WBD) | 2.03% | 0% | 21% | 11/7/2024 |
 Nu (NU) | 1.84% | 3.6% | 45.13% | - |
 AbbVie (ABBV) | 1.63% | 1.05% | 95.67% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 1.6% | 0% | 5.52% | 11/29/2023 |
 Occidental (OXY) | 1.28% | 0% | 37.99% | 11/18/2024 |
 SoFi (SOFI) | 1.14% | 1.27% | 61.47% | - |
 UPS (UPS) | 0.77% | 2.82% | 27.49% | - |
 PayPal (PYPL) | 0.76% | 2.45% | 58.12% | - |
 Lockheed Martin (LMT) | 0.69% | 2.47% | 27.38% | - |
 NNN (NNN) | 0.68% | 0% | 16.34% | 4/29/2024 |
 Novo-Nordisk (NVO) | 0.67% | 2.76% | 21% | - |
 AT&T (T) | 0.57% | 0% | 18.51% | 5/24/2024 |
 Mastercard (MA) | 0.49% | 0% | 21.32% | 5/1/2024 |
 Vodafone (VOD) | 0.49% | 0% | 37.77% | 11/3/2025 |
 Lululemon (LULU) | 0.44% | 1.86% | 24.13% | - |
 Apple (AAPL) | 0.28% | 0% | 21.97% | 5/24/2024 |
 Meta (META) | 0.26% | 1.93% | 17.97% | - |
 Garmin (GRMN) | 0.22% | 0% | 4% | 11/22/2023 |
 Chimera (CIM) | 0.12% | 0.28% | 36.15% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.11% | 0% | 1.73% | 11/29/2023 |
 Disney (DIS) | 0.1% | 0% | 7.36% | 1/9/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.1% | 0% | 1.73% | 11/29/2023 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.08% | 0% | 1.73% | 11/29/2023 |
 TUI AG (TUI.L) | 0.08% | 0% | 5.3% | 7/16/2024 |
 Spotify (SPOT) | 0.07% | 0% | 2.71% | 11/27/2023 |
 PepsiCo (PEP) | 0.06% | 0% | 30.09% | 10/15/2025 |
 Nio (NIO) | 0.06% | 0% | 25.54% | 9/11/2024 |
 Bank of America (BAC) | 0.05% | 0.97% | 5.63% | - |
 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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