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Portfolio Diversification
Range
Most Diversified
40 instruments
February 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
34.9 instruments
Most Consistent Holdings
Top 5
AAPL99.93%
GOOG99.93%
MSFT99.93%
AMZN99.93%
AXP99.93%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 17.49% | 29.97% | 99.93% | - |
| Alphabet (GOOG) | 8.58% | 12.08% | 99.93% | - |
| Microsoft (MSFT) | 8.4% | 6.76% | 99.93% | - |
| Apple (AAPL) | 8.03% | 6.54% | 99.93% | - |
| Amazon (AMZN) | 4.73% | 4.99% | 99.93% | - |
 Berkshire Hathaway (BRK.B) | 4.55% | 4.07% | 99.93% | - |
 BlackRock (BLK) | 3.9% | 3.72% | 99.93% | - |
 T. Rowe Price (TROW) | 3.64% | 2.43% | 99.93% | - |
 PayPal (PYPL) | 2.3% | 0% | 71.88% | 12/9/2024 |
 Adobe (ADBE) | 2.12% | 0% | 46.38% | 12/4/2023 |
 Visa (V) | 2.01% | 2.15% | 99.93% | - |
 Mastercard (MA) | 1.98% | 2.07% | 99.93% | - |
 Bitcoin (BTC) | 1.47% | 2.97% | 64.44% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.38% | 2.92% | 53.55% | - |
| American Express (AXP) | 1.28% | 1.28% | 99.93% | - |
 Airbnb (ABNB) | 1.26% | 0.77% | 99.93% | - |
 Alibaba (BABA) | 0.95% | 0% | 14.47% | 8/1/2022 |
 Hermes (RMS.PA) | 0.64% | 0% | 63.4% | 8/9/2024 |
 LVMH (MC.PA) | 0.53% | 0% | 63.4% | 8/9/2024 |
 IAG (IAG.L) | 0.5% | 0% | 56.72% | 5/3/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.5% | 0.52% | 75.47% | - |
 Monster Beverage (MNST) | 0.48% | 0.43% | 99.93% | - |
 Paychex (PAYX) | 0.48% | 0.24% | 99.93% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.47% | 0.81% | 55.75% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.45% | 0.46% | 75.47% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.44% | 1.08% | 36.53% | - |
 ANSYS (ANSS) | 0.44% | 0% | 47.9% | 12/26/2023 |
 PepsiCo (PEP) | 0.41% | 0% | 81.19% | 4/24/2025 |
 Garmin (GRMN) | 0.38% | 0% | 44.11% | 11/1/2023 |
 Terna (TRN.MI) | 0.37% | 0.26% | 99.79% | - |
 Tencent (0700.HK) | 0.36% | 0% | 87.46% | 7/24/2025 |
 UnitedHealth (UNH) | 0.36% | 0% | 77.05% | 2/24/2025 |
 iShares 3-7 Year Treasury Bond ETF (IEI) | 0.35% | 0.35% | 75.47% | - |
 iShares TIPS Bond ETF (TIP) | 0.34% | 0.35% | 75.4% | - |
 Thermo Fisher (TMO) | 0.34% | 0% | 77.81% | 3/6/2025 |
 Netflix (NFLX) | 0.33% | 0% | 27.08% | 2/21/2023 |
 CME Group (CME) | 0.31% | 0.23% | 99.72% | - |
 Vanguard Real Estate ETF (VNQ) | 0.28% | 0.28% | 75.47% | - |
 iShares Global REIT ETF (REET) | 0.28% | 0.29% | 75.4% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.25% | 0.29% | 75.47% | - |
 Jupiter (JUP.L) | 0.24% | 0% | 63.4% | 8/9/2024 |
 Meta (META) | 0.23% | 0% | 31.91% | 5/4/2023 |
 Vanguard FTSE All-World ex-US (VEU) | 0.21% | 0.24% | 75.26% | - |
 Adidas (ADS.DE) | 0.17% | 0% | 71.88% | 12/9/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.13% | 0.18% | 57.41% | - |
 Galliford Try (GFRD.L) | 0.1% | 0% | 14.61% | 8/3/2022 |
 Booking (BKNG) | 0.08% | 0% | 14.75% | 8/5/2022 |
 Tesla (TSLA) | 0.07% | 0% | 8.96% | 2/12/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.07% | 0.18% | 36.66% | - |
 Ethereum (ETH) | 0.03% | 0% | 10.75% | 12/3/2023 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.02% | 0% | 4.55% | 6/5/2023 |
 Azimut (AZM.MI) | 0.01% | 0% | 1.65% | 1/24/2022 |
 Shopify (SHOP) | 0.01% | 0% | 0.9% | 2/15/2023 |
 Intesa Sanpaolo (ISP.MI) | 0% | 0% | 0.9% | 1/13/2022 |
 Novo-Nordisk (NVO) | 0% | 0.52% | 0.62% | - |
 Meituan (03690.HK) | 0% | 0% | 2.48% | 5/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.08% | 30.54% |
| Alphabet (GOOG) | 7.99% | 11.56% |
| Apple (AAPL) | 7.26% | 7.03% |
| Microsoft (MSFT) | 7.26% | 7.02% |
| Amazon (AMZN) | 5.81% | 4.87% |
| Berkshire Hathaway (BRK.B) | 5.08% | 4.11% |
| BlackRock (BLK) | 4.36% | 3.51% |
| Bitcoin (BTC) | 4.35% | 2.87% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 4.57% | 2.83% |
| T. Rowe Price (TROW) | 5.81% | 2.34% |
| Visa (V) | 2.9% | 2.26% |
| Mastercard (MA) | 2.9% | 2.17% |
| American Express (AXP) | 0.73% | 1.31% |
| Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.18% | 1.05% |
| Airbnb (ABNB) | 2.18% | 0.78% |
| Vanguard Total World Stock ETF (VT.US) | 1.09% | 0.78% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.09% | 0.5% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.09% | 0.45% |
| Monster Beverage (MNST) | 0.36% | 0.4% |
| iShares TIPS Bond ETF (TIP) | 0.73% | 0.34% |
| iShares 3-7 Year Treasury Bond ETF (IEI) | 0.73% | 0.34% |
| Vanguard Total Stock Market ETF (VTI) | 0.36% | 0.28% |
| Vanguard Real Estate ETF (VNQ) | 0.54% | 0.27% |
| iShares Global REIT ETF (REET) | 0.54% | 0.27% |
| Terna (TRN.MI) | 0.36% | 0.25% |
| Paychex (PAYX) | 0.36% | 0.24% |
| Vanguard FTSE All-World ex-US (VEU) | 0.36% | 0.23% |
| CME Group (CME) | 0.36% | 0.23% |
| Vanguard Total Bond Market ETF (BND) | 0.36% | 0.18% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.29% | 0.17% |
Cash & Instruments Over Time
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