Portfolio Diversification
Range
Most Diversified
46 instruments
May 30, 2025
Least Diversified
7 instruments
January 2, 2023
Average
23.3 instruments
Most Consistent Holdings
Top 5
GOOG99.9%
MSFT99.9%
SPY99.69%
META99.28%
INTC90.7%
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) | 13.08% | 11.72% | 99.9% | - |
| SPDR S&P 500 ETF (SPY) | 11.33% | 7.19% | 99.69% | - |
| 8.33% | 0% | 43.49% | 3/4/2024 | |
| Microsoft (MSFT) | 6.46% | 5.63% | 99.9% | - |
 Amazon (AMZN) | 5.14% | 8.67% | 64.15% | - |
| Meta (META) | 5.05% | 2.39% | 99.28% | - |
 Alibaba (BABA) | 3.56% | 0% | 83.99% | 4/3/2025 |
| Intel (INTC) | 3.38% | 0.76% | 90.7% | - |
 Eli Lilly (LLY) | 3.17% | 2.74% | 57.75% | - |
 WarrenBuffet-CF | 3.04% | 0% | 51.14% | 7/15/2025 |
 GE (GE) | 2.86% | 2.07% | 62.71% | - |
 Stryker (SYK) | 2.83% | 1.23% | 76.14% | - |
 AT&T (T) | 2.51% | 3.53% | 55.79% | - |
 Nintendo (NTDOY) | 1.91% | 0% | 43.08% | 8/5/2024 |
 Sony (SONY) | 1.75% | 1.54% | 70.56% | - |
 Vodafone (VOD) | 1.64% | 3.05% | 40.7% | - |
 Apple (AAPL) | 1.61% | 2.26% | 40.5% | - |
 ASML (ASML) | 1.33% | 2.04% | 40.5% | - |
 Abbott (ABT) | 1.32% | 1.25% | 61.88% | - |
 Ocugen (OCGN) | 1.26% | 1.86% | 45.56% | - |
 RobertMERC | 1.2% | 0% | 23.45% | 2/22/2024 |
 Analog Devices (ADI) | 1.15% | 0% | 43.08% | 8/5/2024 |
 Nike (NKE) | 1.07% | 1.19% | 54.44% | - |
 Utilities | 1.06% | 0% | 28% | 7/15/2025 |
 Infineon (IFX.DE) | 1.05% | 0.9% | 57.95% | - |
 Nezatron | 1.02% | 0% | 21.28% | 2/19/2024 |
 Kering (KER.PA) | 0.98% | 0.87% | 54.24% | - |
 Novo-Nordisk (NVO) | 0.91% | 0.95% | 38.43% | - |
 Core-Equity | 0.77% | 0% | 21.49% | 7/15/2025 |
 Ethereum (ETH) | 0.75% | 8.04% | 23.45% | - |
 NVIDIA (NVDA) | 0.69% | 2.12% | 47.73% | - |
 Visa (V) | 0.68% | 2.8% | 32.13% | - |
 Palo Alto Networks (PANW) | 0.64% | 2.85% | 27.07% | - |
 Copa (CPA) | 0.6% | 0% | 44.63% | 5/29/2025 |
 Bitcoin (BTC) | 0.46% | 6.19% | 18.49% | - |
 TSMC (TSM) | 0.41% | 2.27% | 32.13% | - |
 Vanguard S&P 500 ETF (VOO) | 0.4% | 0% | 15.7% | 8/5/2024 |
 Teleperformance (TEP.PA) | 0.39% | 0.31% | 48.35% | - |
 CryptoPortfolio | 0.37% | 0% | 25.93% | 7/15/2025 |
 AMD (AMD) | 0.31% | 0.44% | 48.35% | - |
 Liberty SiriusXM (LSXMK) | 0.29% | 0% | 14.88% | 9/11/2024 |
 GE Vernova (GEV) | 0.29% | 1.33% | 22.93% | - |
 Solana (SOL) | 0.24% | 1.84% | 23.45% | - |
 Kimberly-Clark (KMB) | 0.24% | 1.46% | 13.95% | - |
 Johnson & Johnson (JNJ) | 0.15% | 1.31% | 13.33% | - |
 SPDR Gold (GLD) | 0.12% | 1.1% | 10.23% | - |
 Tenaris (TS) | 0.11% | 0.9% | 13.33% | - |
 McDonald's (MCD) | 0.11% | 0.54% | 16.63% | - |
 Tesla (TSLA) | 0.1% | 0% | 5.06% | 4/28/2025 |
 Berkshire Hathaway (BRK.B) | 0.1% | 0.45% | 17.36% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.1% | 1% | 13.33% | - |
 Starbucks (SBUX) | 0.09% | 0% | 8.47% | 8/14/2024 |
 PepsiCo (PEP) | 0.09% | 0.62% | 13.33% | - |
 Gold (Non Expiry) (GOLD) | 0.09% | 0% | 2.38% | 1/12/2024 |
 Procter & Gamble (PG) | 0.08% | 0.58% | 13.33% | - |
 Energy Select Sector SPDR (XLE) | 0.07% | 0.34% | 16.63% | - |
 Mastercard (MA) | 0.05% | 0.48% | 10.23% | - |
 UPS (UPS) | 0.01% | 0.45% | 2.48% | - |
 Volkswagen (VOW3.DE) | 0.01% | 0.11% | 12.5% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 0% | 0.47% | 0.72% | - |
 Meituan (03690.HK) | 0% | 0% | 7.44% | 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% |