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Portfolio Diversification
Range
Most Diversified
52 instruments
June 7, 2024
Least Diversified
0 instruments
January 1, 2022
Average
25.4 instruments
Most Consistent Holdings
Top 5
BRK.B78.14%
GOOG77.26%
TTE.PA74.06%
V67.4%
MSFT65.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| TotalEnergies (TTE.PA) | 8.65% | 0% | 74.06% | 6/12/2026 |
| Berkshire Hathaway (BRK.B) | 7.88% | 0% | 78.14% | 6/12/2026 |
 BlackRock (BLK) | 7.76% | 0% | 58.35% | 4/30/2026 |
 Vanguard S&P 500 ETF (VOO) | 4.97% | 0% | 62.88% | 6/12/2026 |
| Alphabet (GOOG) | 3.46% | 0% | 77.26% | 6/12/2026 |
| Microsoft (MSFT) | 3.27% | 0% | 65.26% | 6/12/2026 |
 Xiaomi (1810.HK) | 2.61% | 0% | 56.03% | 4/30/2026 |
 Air Liquide (AI.PA) | 2.57% | 0% | 58.54% | 6/12/2026 |
 Bitcoin (BTC) | 2.51% | 0% | 28.64% | 5/30/2026 |
 PayPal (PYPL) | 2.15% | 0% | 65.2% | 6/2/2026 |
 Petroleum Geo-Services (PGS.OL) | 1.93% | 0% | 22.74% | 6/28/2024 |
 Amazon (AMZN) | 1.57% | 0% | 60.24% | 6/12/2026 |
| Visa (V) | 1.48% | 0% | 67.4% | 6/12/2026 |
 Apple (AAPL) | 1.47% | 0% | 36.68% | 3/13/2025 |
 L'Oréal (OR.PA) | 1.39% | 0% | 49.62% | 6/1/2026 |
 NVIDIA (NVDA) | 1.17% | 0% | 51.01% | 6/12/2026 |
 Meta (META) | 1.15% | 0% | 46.29% | 3/26/2026 |
 Nokia (NOKIA.HE) | 1.15% | 0% | 34.86% | 6/12/2026 |
 Hermes (RMS.PA) | 0.97% | 0% | 37.25% | 5/27/2026 |
 ANSYS (ANSS) | 0.95% | 0% | 32.04% | 7/22/2025 |
 Unilever (ULVR.L) | 0.82% | 0% | 23.93% | 2/23/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.81% | 0% | 25.38% | 10/3/2024 |
 Reddit Inc (RDDT) | 0.81% | 0% | 32.35% | 11/6/2025 |
 Johnson & Johnson (JNJ) | 0.72% | 0% | 3.2% | 10/18/2023 |
 Coca-Cola (KO) | 0.69% | 0% | 58.67% | 6/12/2026 |
 Tesla (TSLA) | 0.63% | 0% | 52.95% | 3/20/2026 |
 McDonald's (MCD) | 0.61% | 0% | 57.66% | 5/27/2026 |
 Home Depot (HD) | 0.6% | 0% | 2.45% | 8/8/2023 |
 Porsche (PAH3.DE) | 0.56% | 0% | 60.8% | 6/2/2026 |
 Nestle (NESN.ZU) | 0.53% | 0% | 45.85% | 6/12/2026 |
 STMicroelectronics (STMPA.PA) | 0.5% | 0% | 24.12% | 10/31/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.48% | 0% | 23.18% | 1/8/2025 |
 Main Street Capital (MAIN) | 0.44% | 0% | 36.49% | 6/2/2026 |
 Amgen (AMGN) | 0.42% | 0% | 45.23% | 6/12/2026 |
 Hormel (HRL) | 0.37% | 0% | 3.89% | 9/19/2023 |
 China Telecom (0728.HK) | 0.37% | 0% | 53.83% | 3/25/2026 |
 JPMorgan (JPM) | 0.34% | 0% | 32.16% | 3/6/2026 |
 Pfizer (PFE) | 0.32% | 0% | 19.22% | 4/7/2025 |
 Polkadot (DOT) | 0.31% | 0% | 19.79% | 11/28/2024 |
 Petrobras (PBR.A) | 0.3% | 0% | 43.91% | 10/16/2025 |
 Deere (DE) | 0.3% | 0% | 6.85% | 5/19/2023 |
 Caterpillar (CAT) | 0.29% | 0% | 10.24% | 9/6/2023 |
 Aramco (SAOC) | 0.29% | 0% | 15.08% | 6/27/2024 |
 Broadcom (AVGO) | 0.28% | 0% | 45.6% | 6/12/2026 |
 Eli Lilly (LLY) | 0.27% | 0% | 22.05% | 11/18/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.27% | 0% | 0.75% | 7/28/2022 |
 State Street SPDR S&P 500 ETF (SPY) | 0.27% | 0% | 0.75% | 7/28/2022 |
 Waste Management (WM) | 0.27% | 0% | 1.82% | 9/15/2023 |
 Bank of America (BAC) | 0.23% | 0% | 10.05% | 5/30/2024 |
 UPS (UPS) | 0.22% | 0% | 1.51% | 9/5/2023 |
 Walmart (WMT) | 0.22% | 0% | 30.84% | 10/16/2025 |
 Palantir (PLTR) | 0.2% | 0% | 4.9% | 3/28/2024 |
 Ferrari (RACE) | 0.2% | 0% | 44.6% | 5/27/2026 |
 Ethereum (ETH) | 0.19% | 0% | 10.24% | 1/8/2025 |
 UnitedHealth (UNH) | 0.19% | 0% | 28.45% | 7/11/2025 |
 AESI Holdings (AESI) | 0.19% | 0% | 22.99% | 4/7/2025 |
 Chevron (CVX.US) | 0.19% | 0% | 36.87% | 10/16/2025 |
 Pilbara Minerals (PLS.ASX) | 0.18% | 0% | 13.07% | 6/6/2024 |
 T-Mobile (TMUS) | 0.17% | 0% | 15.95% | 1/6/2025 |
 ON Semiconductor (ON) | 0.17% | 0% | 2.7% | 3/2/2023 |
 PDD Holdings (PDD) | 0.16% | 0% | 5.97% | 3/4/2024 |
 IBM (IBM) | 0.16% | 0% | 0.38% | 6/21/2023 |
 Trane (TT) | 0.16% | 0% | 0.94% | 9/5/2023 |
 Diageo (DGE.L) | 0.15% | 0% | 1.32% | 9/13/2023 |
 Helvetia (HBAN.ZU) | 0.15% | 0% | 2.58% | 9/20/2023 |
 AMD (AMD) | 0.15% | 0% | 16.52% | 11/15/2024 |
 Rio Tinto (RIO.ASX) | 0.14% | 0% | 3.02% | 3/15/2023 |
 Adobe (ADBE) | 0.14% | 0% | 3.02% | 4/15/2024 |
 UBS (UBS) | 0.14% | 0% | 36.18% | 6/12/2026 |
 Cardinal Health (CAH) | 0.14% | 0% | 3.33% | 4/15/2024 |
 Boeing (BA) | 0.13% | 0% | 21.55% | 10/24/2024 |
 TKH Group (TWEKA.NV) | 0.12% | 0% | 37.06% | 10/16/2025 |
 Domino's (DPZ) | 0.11% | 0% | 20.92% | 10/16/2025 |
 e.l.f. (ELF) | 0.1% | 0% | 10.8% | 9/3/2024 |
 Blink Charging (BLNK) | 0.1% | 0% | 21.42% | 10/24/2024 |
 Procter & Gamble (PG) | 0.1% | 0% | 1.63% | 3/8/2023 |
 Salesforce (CRM) | 0.09% | 0% | 2.32% | 7/7/2023 |
 Sinopec (0386.HK) | 0.09% | 0% | 13.32% | 6/11/2024 |
 Intel (INTC) | 0.08% | 0% | 25.57% | 11/18/2025 |
 Cardano (ADA) | 0.08% | 0% | 0.69% | 1/7/2024 |
 US Foods (USFD) | 0.08% | 0% | 34.67% | 6/12/2026 |
 Frontline (FRO) | 0.08% | 0% | 5.4% | 3/14/2024 |
 Crown Castle (CCI) | 0.08% | 0% | 1.82% | 1/24/2024 |
 eToro Group LTD (ETOR) | 0.07% | 0% | 9.61% | 10/16/2025 |
 Arcadis (ARCAD.NV) | 0.07% | 0% | 25% | 4/7/2025 |
 XRP (XRP) | 0.07% | 0% | 0.44% | 8/5/2023 |
 Celanese (CE) | 0.06% | 0% | 3.14% | 1/3/2024 |
 Mastercard (MA) | 0.06% | 0% | 1.13% | 2/28/2023 |
 Goldman Sachs (GS) | 0.06% | 0% | 2.51% | 12/19/2023 |
 Nintendo (NTDOY) | 0.06% | 0% | 40.14% | 12/17/2025 |
 Aalberts (AALB.NV) | 0.06% | 0% | 5.59% | 5/31/2024 |
 Charles Schwab (SCHW) | 0.05% | 0% | 36.18% | 6/12/2026 |
 Prosegur (PSG.MC) | 0.05% | 0% | 23.87% | 12/2/2024 |
 MercadoLibre (MELI) | 0.04% | 0% | 10.62% | 10/2/2024 |
 iTeos Therapeutics (ITOS) | 0.04% | 0% | 9.17% | 10/30/2024 |
 Rheinmetall (RHM.DE) | 0.03% | 0% | 4.77% | 5/30/2024 |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0.03% | 0% | 0.19% | 2/6/2023 |
 Copa (CPA) | 0.03% | 0% | 0.31% | 7/31/2023 |
 Coinbase (COIN) | 0.03% | 0% | 3.52% | 1/19/2024 |
 CNR (CNI) | 0.03% | 0% | 19.03% | 4/7/2025 |
 FDJ (FDJU.PA) | 0.02% | 0% | 1.13% | 12/15/2025 |
 ARM (ARM) | 0.01% | 0% | 0.75% | 11/21/2023 |
 BioNano (BNGO) | 0.01% | 0% | 12.63% | 6/4/2024 |
 EUR/CAD (EURCAD) | 0.01% | 0% | 0.13% | 3/13/2023 |
 Bouygues (EN.PA) | 0.01% | 0% | 0.31% | 11/14/2023 |
 Fetch.ai (FET) | 0.01% | 0% | 6.53% | 3/3/2024 |
 EUR/USD (EURUSD) | 0% | 0% | 0.06% | 4/18/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.06% | 4/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| TotalEnergies (TTE.PA) | 20.39% | 17.28% |
| BlackRock (BLK) | 12.31% | 10.93% |
| Alphabet (GOOG) | 6.46% | 10.6% |
| Vanguard S&P 500 ETF (VOO) | 7.51% | 8.56% |
| Xiaomi (1810.HK) | 10.77% | 7.69% |
| Berkshire Hathaway (BRK.B) | 5.92% | 5.96% |
| Air Liquide (AI.PA) | 3.79% | 3.3% |
| Visa (V) | 2.84% | 3.19% |
| NVIDIA (NVDA) | 1.98% | 2.97% |
| Nokia (NOKIA.HE) | 2.15% | 2.67% |
| Microsoft (MSFT) | 2.36% | 2.43% |
| Amazon (AMZN) | 1.74% | 1.71% |
| L'Oréal (OR.PA) | 2.15% | 1.64% |
| JPMorgan (JPM) | 1.08% | 1.45% |
| Nestle (NESN.ZU) | 1.73% | 1.41% |
| Main Street Capital (MAIN) | 1.38% | 1.39% |
| Hermes (RMS.PA) | 1.61% | 1.35% |
| Broadcom (AVGO) | 0.83% | 1.23% |
| Coca-Cola (KO) | 1.08% | 1.15% |
| McDonald's (MCD) | 1.08% | 1.06% |
| Amgen (AMGN) | 1.08% | 0.99% |
| China Telecom (0728.HK) | 0.86% | 0.98% |
| Tesla (TSLA) | 0.32% | 0.68% |
| Meta (META) | 0.54% | 0.6% |
| Porsche (PAH3.DE) | 0.77% | 0.57% |
| UBS (UBS) | 0.38% | 0.47% |
| Ferrari (RACE) | 0.54% | 0.41% |
| PayPal (PYPL) | 0.32% | 0.25% |
| US Foods (USFD) | 0.23% | 0.23% |
| Charles Schwab (SCHW) | 0.15% | 0.18% |
Cash & Instruments Over Time
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