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Portfolio Diversification
Range
Most Diversified
40 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
37 instruments
Most Consistent Holdings
Top 5
MCD99.13%
NESN.ZU99.06%
ABBV99.06%
WMB99.06%
MO99.06%
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 |
|---|---|---|---|---|
| Williams (WMB) | 12.85% | 14.78% | 99.06% | - |
 JeppeKirkBonde | 10.48% | 12.54% | 97.82% | - |
 Bitcoin (BTC) | 9.52% | 9.36% | 99.06% | - |
 Kinross Gold (KGC) | 6.2% | 8.99% | 99.06% | - |
| McDonald's (MCD) | 5.06% | 5.07% | 99.13% | - |
 MercadoLibre (MELI) | 3.78% | 2.85% | 99.06% | - |
| Nestle (NESN.ZU) | 3.34% | 2.43% | 99.06% | - |
| AbbVie (ABBV) | 2.83% | 4.1% | 99.06% | - |
 General Dynamics (GD) | 2.58% | 3.14% | 94.05% | - |
 InfraCap MLP ETF (AMZA) | 2.44% | 2.58% | 99.06% | - |
 Alphabet (GOOG) | 2.19% | 3% | 98.98% | - |
 Darden (DRI) | 2% | 1.88% | 98.91% | - |
 Global SuperDividend US ETF (DIV) | 1.88% | 0% | 93.18% | 7/30/2026 |
 British American Tobacco (BTI) | 1.86% | 1.85% | 99.06% | - |
 YieldKing | 1.72% | 1.87% | 97.82% | - |
 Novo Nordisk (NOVO-B.CO) | 1.53% | 1.47% | 66.21% | - |
 DividendGrowth | 1.49% | 1.32% | 97.82% | - |
 Vanguard S&P 500 ETF (VOO) | 1.42% | 1.52% | 98.4% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 1.39% | 1.34% | 99.06% | - |
 Unilever (ULVR.L) | 1.24% | 0.97% | 99.06% | - |
 Home Depot (HD) | 1.24% | 0.86% | 98.98% | - |
| Altria (MO) | 1.16% | 1.25% | 99.06% | - |
 AI-Revolution | 1.11% | 3.29% | 41.99% | - |
 Salesforce (CRM) | 1.09% | 0.83% | 98.77% | - |
 Invesco QQQ (QQQ) | 1.01% | 1.54% | 72.88% | - |
 iShares MSCI India ETF (INDA) | 0.97% | 0.72% | 98.48% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.97% | 0.83% | 98.91% | - |
 MicroSectors US Big Oil Index 3X Leveraged ETN (NRGU) | 0.91% | 0% | 41.04% | 7/29/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.84% | 0.72% | 98.26% | - |
 Global X SuperDividend ETF (SDIV) | 0.82% | 0% | 93.18% | 7/30/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.68% | 0.73% | 98.77% | - |
 Microsoft (MSFT) | 0.68% | 0.69% | 98.77% | - |
 knw500 | 0.64% | 0% | 91.95% | 7/30/2026 |
 Bayer (BAYN.DE) | 0.52% | 0% | 28.57% | 2/6/2024 |
 H&M (HM-B.ST) | 0.5% | 0% | 90.14% | 6/15/2026 |
 Enphase (ENPH) | 0.47% | 0% | 16.75% | 8/24/2023 |
 Nio (NIO) | 0.36% | 0% | 91.08% | 6/30/2026 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.29% | 1.64% | 18.78% | - |
 Prospect Capital (PSEC) | 0.27% | 0% | 58.67% | 3/31/2025 |
 SolarEdge (SEDG) | 0.25% | 0% | 18.42% | 9/18/2023 |
 DNB (DNB.OL) | 0.21% | 2.61% | 19.72% | - |
 Niu (NIU) | 0.16% | 0% | 93.26% | 7/30/2026 |
 OCI (OCI.NV) | 0.11% | 0% | 10.66% | 5/31/2023 |
 Ross Stores (ROST) | 0.05% | 0% | 5.22% | 7/28/2026 |
| 0.04% | 0.53% | 7.61% | - | |
 Palantir (PLTR) | 0.03% | 0% | 10.59% | 5/30/2023 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0% | 15.95% | 7/30/2026 |
 Swedish Match AB (SWMA.ST) | 0% | 0% | 0.07% | 1/2/2023 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0% | - |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
 Solventum (SOLV) | 0% | 0% | 0% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Williams (WMB) | 9.52% | 13.48% |
| JeppeKirkBonde | 9.79% | 11.54% |
| Kinross Gold (KGC) | 3.17% | 11.36% |
| Bitcoin (BTC) | 7.3% | 10.47% |
| McDonald's (MCD) | 5.71% | 4.79% |
| General Dynamics (GD) | 3.17% | 3.27% |
| MercadoLibre (MELI) | 1.9% | 3.25% |
| Alphabet (GOOG) | 1.9% | 2.97% |
| AbbVie (ABBV) | 2.54% | 2.74% |
| AI-Revolution | 3.18% | 2.49% |
| Nestle (NESN.ZU) | 5.08% | 2.35% |
| InfraCap MLP ETF (AMZA) | 2.54% | 2.24% |
| British American Tobacco (BTI) | 1.9% | 1.88% |
| Novo Nordisk (NOVO-B.CO) | 7.3% | 1.84% |
| YieldKing | 1.73% | 1.74% |
| Darden (DRI) | 1.9% | 1.71% |
| Global SuperDividend US ETF (DIV) | 2.54% | 1.55% |
| Vanguard S&P 500 ETF (VOO) | 1.27% | 1.43% |
| Invesco QQQ (QQQ) | 1.27% | 1.39% |
| DividendGrowth | 1.73% | 1.28% |
| Vanguard S&P 500 Value ETF (VOOV) | 1.27% | 1.27% |
| Altria (MO) | 1.27% | 1.03% |
| Unilever (ULVR.L) | 1.27% | 1.02% |
| Home Depot (HD) | 1.27% | 1% |
| Salesforce (CRM) | 1.27% | 0.97% |
| iShares MSCI India ETF (INDA) | 1.11% | 0.86% |
| iShares Core U.S. REIT ETF (USRT) | 1.27% | 0.8% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.95% | 0.78% |
| Global X SuperDividend ETF (SDIV) | 1.27% | 0.73% |
| State Street SPDR S&P 500 ETF (SPY) | 0.63% | 0.68% |
| Microsoft (MSFT) | 0.63% | 0.67% |
| knw500 | 0.7% | 0.59% |
| H&M (HM-B.ST) | 0.63% | 0.51% |
| Nio (NIO) | 2.79% | 0.24% |
| Niu (NIU) | 2.09% | 0.13% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% |
| Meituan (03690.HK) | 0% | 0% |
| Solventum (SOLV) | 0% | 0% |
Cash & Instruments Over Time
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