Portfolio Diversification
Range
Most Diversified
46 instruments
May 30, 2025
Least Diversified
0 instruments
October 21, 2025
Average
24.9 instruments
Most Consistent Holdings
Top 5
GOOG99.53%
MSFT99.53%
SPY99.34%
META98.96%
INTC91.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 13.01% | 14.8% | 99.53% | - |
| SPDR S&P 500 ETF (SPY) | 10.95% | 2.1% | 99.34% | - |
| 7.61% | 0% | 39.72% | 3/4/2024 | |
| Microsoft (MSFT) | 6.34% | 4.8% | 99.53% | - |
 Amazon (AMZN) | 5.35% | 7.85% | 66.89% | - |
| Meta (META) | 4.83% | 2.51% | 98.96% | - |
 Alibaba (BABA) | 3.25% | 0% | 76.7% | 4/3/2025 |
| Intel (INTC) | 3.17% | 1.13% | 91.13% | - |
 Eli Lilly (LLY) | 3.06% | 0% | 58.49% | 11/6/2025 |
 GE (GE) | 2.79% | 2.11% | 65.57% | - |
 WarrenBuffet-CF | 2.78% | 0% | 46.7% | 7/15/2025 |
 Stryker (SYK) | 2.7% | 1.33% | 77.83% | - |
 AT&T (T) | 2.58% | 0.63% | 59.25% | - |
 Nintendo (NTDOY) | 1.74% | 0% | 39.34% | 8/5/2024 |
 Sony (SONY) | 1.74% | 1.56% | 72.74% | - |
 Vodafone (VOD) | 1.73% | 2.85% | 45.38% | - |
 Apple (AAPL) | 1.68% | 2.56% | 45.28% | - |
 ASML (ASML) | 1.42% | 2.61% | 45.28% | - |
 Ethereum (ETH) | 1.31% | 6.13% | 29.72% | - |
 Abbott (ABT) | 1.3% | 0.45% | 64.81% | - |
 Ocugen (OCGN) | 1.17% | 0% | 42.83% | 9/18/2025 |
 RobertMERC | 1.1% | 0% | 21.42% | 2/22/2024 |
 Nike (NKE) | 1.06% | 0% | 57.83% | 12/4/2025 |
 Analog Devices (ADI) | 1.05% | 0% | 39.34% | 8/5/2024 |
 Infineon (IFX.DE) | 1.01% | 0% | 59.15% | 11/11/2025 |
 Utilities | 0.97% | 0% | 25.57% | 7/15/2025 |
 Bitcoin (BTC) | 0.96% | 2.62% | 25.19% | - |
 Kering (KER.PA) | 0.94% | 0% | 53.96% | 10/23/2025 |
 Nezatron | 0.93% | 0% | 19.43% | 2/19/2024 |
 Novo-Nordisk (NVO) | 0.91% | 0.2% | 43.4% | - |
 Visa (V) | 0.84% | 2.32% | 37.64% | - |
 Palo Alto Networks (PANW) | 0.82% | 1.79% | 33.02% | - |
 NVIDIA (NVDA) | 0.81% | 1.99% | 51.89% | - |
 Core-Equity | 0.71% | 0% | 19.62% | 7/15/2025 |
 TSMC (TSM) | 0.6% | 2.5% | 37.64% | - |
 Copa (CPA) | 0.55% | 0% | 40.75% | 5/29/2025 |
 Solana (SOL) | 0.38% | 1.5% | 29.72% | - |
 Teleperformance (TEP.PA) | 0.37% | 0.25% | 52.45% | - |
 GE Vernova (GEV) | 0.37% | 0.92% | 29.25% | - |
 Vanguard S&P 500 ETF (VOO) | 0.36% | 0% | 14.34% | 8/5/2024 |
 CryptoPortfolio | 0.34% | 0% | 23.68% | 7/15/2025 |
 AMD (AMD) | 0.33% | 0.52% | 52.45% | - |
 Kimberly-Clark (KMB) | 0.32% | 1.03% | 21.04% | - |
 Liberty SiriusXM (LSXMK) | 0.27% | 0% | 13.58% | 9/11/2024 |
 SPDR Gold (GLD) | 0.25% | 1.36% | 17.64% | - |
 Johnson & Johnson (JNJ) | 0.25% | 1.07% | 20.47% | - |
 Tenaris (TS) | 0.17% | 0.3% | 20.47% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.17% | 0.93% | 20.47% | - |
 McDonald's (MCD) | 0.14% | 0.47% | 23.49% | - |
 PepsiCo (PEP) | 0.13% | 0.54% | 20.47% | - |
 Berkshire Hathaway (BRK.B) | 0.12% | 0.39% | 24.15% | - |
 Mastercard (MA) | 0.11% | 0.38% | 17.64% | - |
 Procter & Gamble (PG) | 0.11% | 0.46% | 20.47% | - |
 Tesla (TSLA) | 0.1% | 0.47% | 6.6% | - |
 Energy Select Sector SPDR (XLE) | 0.09% | 0% | 23.4% | 12/5/2025 |
 Starbucks (SBUX) | 0.08% | 0% | 7.74% | 8/14/2024 |
 Gold (Non Expiry) (GOLD) | 0.08% | 0% | 2.17% | 1/12/2024 |
 UPS (UPS) | 0.05% | 0.45% | 10.57% | - |
 Volkswagen (VOW3.DE) | 0.04% | 0.48% | 19.72% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0.03% | 0% | 5.85% | 10/31/2025 |
 Microsoft (MSFT.RTH) | 0.01% | 0.28% | 3.3% | - |
 Adobe Systems Inc (ADBE.RTH) | 0.01% | 0.21% | 3.3% | - |
 Lithium Americas (LAC) | 0.01% | 0.19% | 3.3% | - |
 Spotify (SPOT) | 0% | 0.18% | 1.51% | - |
 Cogent Biosciences (COGT) | 0% | 0% | 1.13% | 11/10/2025 |
 Invesco QQQ (QQQ) | 0% | 0.43% | 0.38% | - |
 Meituan (03690.HK) | 0% | 0% | 6.79% | 6/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 15.2% | 17.22% |
| Amazon (AMZN) | 8.68% | 11.28% |
| SPDR S&P 500 ETF (SPY) | 8.68% | 9.32% |
| Microsoft (MSFT) | 7.79% | 7.9% |
| WarrenBuffet-CF | 4.7% | 5.28% |
| AT&T (T) | 4.34% | 4.88% |
| Core-Equity | 4.47% | 4.33% |
| Utilities | 4.36% | 4.01% |
| Vodafone (VOD) | 4.34% | 3.96% |
| ASML (ASML) | 4.34% | 3.36% |
| Ocugen (OCGN) | 4.34% | 2.63% |
| Meta (META) | 2.17% | 2.38% |
| Nike (NKE) | 2.56% | 2.18% |
| Sony (SONY) | 1.74% | 2.11% |
| NVIDIA (NVDA) | 1.95% | 2.05% |
| Abbott (ABT) | 2.01% | 1.92% |
| Kering (KER.PA) | 2.61% | 1.72% |
| GE (GE) | 1.74% | 1.69% |
| CryptoPortfolio | 1.3% | 1.68% |
| Visa (V) | 1.57% | 1.68% |
| Infineon (IFX.DE) | 1.8% | 1.65% |
| Eli Lilly (LLY) | 1.57% | 1.45% |
| Alibaba (BABA) | 1.91% | 1.31% |
| Copa (CPA) | 1.41% | 1.13% |
| Intel (INTC) | 1.91% | 1.12% |
| Teleperformance (TEP.PA) | 0.99% | 0.75% |
| TSMC (TSM) | 0.61% | 0.59% |
| AMD (AMD) | 0.87% | 0.59% |