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Portfolio Diversification
Range
Most Diversified
70 instruments
February 22, 2025
Least Diversified
0 instruments
June 10, 2024
Average
51 instruments
Most Consistent Holdings
Top 5
GOOG99.42%
AMZN99.42%
BRK.B99.42%
SXR8.DE99.42%
MSFT96.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 5.42% | 5.51% | 99.42% | - |
| Amazon (AMZN) | 4.53% | 5.22% | 99.42% | - |
| Berkshire Hathaway (BRK.B) | 3.74% | 2.49% | 99.42% | - |
| Alphabet (GOOG) | 3.54% | 2.91% | 99.42% | - |
| Microsoft (MSFT) | 3.21% | 4.33% | 96.38% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 2.84% | 0% | 54.85% | 6/26/2025 |
 MercadoLibre (MELI) | 2.61% | 4.24% | 87.99% | - |
 NVIDIA (NVDA) | 2.33% | 3.26% | 89.87% | - |
 UnitedHealth (UNH) | 2.15% | 4.04% | 70.91% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.79% | 0% | 48.91% | 5/16/2025 |
 Rolls-Royce (RR.L) | 1.75% | 0.73% | 91.9% | - |
 iShares Silver Trust (SLV) | 1.72% | 0.9% | 95.8% | - |
 Ishares Russell 2000 ETF (IWM) | 1.69% | 1.32% | 92.04% | - |
 iShares US Technology ETF (IYW) | 1.57% | 0% | 55.57% | 7/1/2025 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 1.56% | 0% | 48.48% | 5/13/2025 |
 Meta (META) | 1.52% | 1.48% | 92.19% | - |
 Visa (V) | 1.49% | 3.63% | 54.99% | - |
 JPMorgan (JPM) | 1.47% | 1.9% | 96.09% | - |
 SPDR Gold (GLD) | 1.43% | 1.38% | 94.79% | - |
 UPS (UPS) | 1.36% | 2.66% | 73.23% | - |
 T-Mobile (TMUS) | 1.35% | 3.1% | 46.89% | - |
 Adobe (ADBE) | 1.31% | 1.68% | 72.79% | - |
 iShares Edge MSCI World Minimum Volatility UCITS ETF USD (IQQ0.DE) | 1.24% | 0% | 72.36% | 12/16/2025 |
 Apple (AAPL) | 1.21% | 1.63% | 69.75% | - |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 1.2% | 0.42% | 77.86% | - |
 Walmart (WMT) | 1.18% | 1.22% | 70.77% | - |
 Lululemon (LULU) | 1.17% | 1.11% | 61.07% | - |
 Procter & Gamble (PG) | 1.15% | 1.87% | 51.81% | - |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 1.15% | 1.21% | 90.74% | - |
 American Express (AXP) | 1.14% | 2.51% | 81.19% | - |
 iShares MSCI China ETF (MCHI) | 1.09% | 2.04% | 79.31% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.03% | 0% | 48.91% | 5/16/2025 |
 Coca-Cola (KO) | 1% | 0.98% | 83.79% | - |
 Scorpio Tankers (STNG) | 0.99% | 0% | 89% | 3/10/2026 |
 Lockheed Martin (LMT) | 0.99% | 0% | 59.77% | 1/29/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.97% | 0% | 39.51% | 9/12/2025 |
 LVMH (MC.PA) | 0.93% | 2.05% | 49.64% | - |
 Merck (MRK) | 0.91% | 0% | 66.28% | 4/28/2026 |
 Mastercard (MA) | 0.9% | 2.55% | 53.98% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.9% | 0% | 41.39% | 5/16/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.81% | 0% | 45.88% | 5/16/2025 |
 SAP (SAP.DE) | 0.78% | 2.04% | 40.52% | - |
 Frontline (FRO) | 0.76% | 0% | 62.52% | 9/8/2025 |
 Goldman Sachs (GS) | 0.72% | 0% | 28.36% | 1/17/2025 |
 Xtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE) | 0.71% | 0% | 44.43% | 4/15/2025 |
 IAG (IAG.L) | 0.67% | 1.38% | 63.1% | - |
 Tesla (TSLA) | 0.65% | 0% | 50.8% | 12/18/2025 |
 ExxonMobil (XOM) | 0.63% | 0% | 42.98% | 6/23/2025 |
 FedEx (FDX) | 0.6% | 0% | 61.22% | 3/30/2026 |
 Johnson & Johnson (JNJ) | 0.6% | 0% | 69.75% | 4/22/2026 |
 Kenvue (KVUE) | 0.59% | 0% | 42.98% | 3/3/2026 |
 McDonald's (MCD) | 0.59% | 0.81% | 47.03% | - |
 iShares Global AAA-AA Govt Bond UCITS ETF (IS0Z.DE) | 0.59% | 0% | 18.67% | 12/9/2024 |
 Alibaba (BABA) | 0.57% | 1.37% | 48.34% | - |
 PepsiCo (PEP) | 0.55% | 0% | 53.69% | 2/17/2026 |
 AMD (AMD) | 0.53% | 0% | 53.4% | 4/13/2026 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.5% | 0% | 56.15% | 4/13/2026 |
 Waste Management (WM) | 0.49% | 0% | 31.69% | 3/25/2026 |
 Target (TGT) | 0.47% | 0% | 47.18% | 1/30/2026 |
 Domino's (DPZ) | 0.44% | 1.49% | 40.38% | - |
 Palantir (PLTR) | 0.43% | 0% | 42.26% | 4/7/2026 |
 Salesforce (CRM) | 0.42% | 1.78% | 35.89% | - |
 Snowflake (SNOW) | 0.42% | 0.61% | 33.43% | - |
 iShares Gold Trust (IAU) | 0.41% | 0% | 8.1% | 8/5/2024 |
 Vista Energy (VIST) | 0.4% | 0% | 30.54% | 4/8/2026 |
 Costco (COST) | 0.4% | 0% | 44.86% | 11/7/2025 |
 Eli Lilly (LLY) | 0.4% | 0% | 24.46% | 11/7/2025 |
 Caterpillar (CAT) | 0.35% | 0% | 28.36% | 8/19/2025 |
 Nike (NKE) | 0.34% | 0.96% | 29.81% | - |
 ASML (ASML) | 0.34% | 0% | 31.11% | 3/9/2026 |
 Intel (INTC) | 0.32% | 0% | 25.76% | 1/31/2025 |
 Booking (BKNG) | 0.3% | 1.73% | 29.52% | - |
 AbbVie (ABBV) | 0.3% | 0% | 15.92% | 3/5/2025 |
 TSMC (TSM) | 0.29% | 0% | 20.55% | 11/21/2024 |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 0.29% | 0% | 22.72% | 11/15/2024 |
 Pfizer (PFE) | 0.27% | 0% | 38.06% | 8/5/2025 |
 Netflix (NFLX) | 0.26% | 1.15% | 28.94% | - |
 Best Buy (BBY) | 0.25% | 1.07% | 37.77% | - |
 Nucor (NUE) | 0.25% | 0% | 32.27% | 7/2/2025 |
 Uber (UBER) | 0.24% | 1.06% | 21.27% | - |
 iShares MSCI World Mid-Cap Equ (IS3T.DE) | 0.24% | 0% | 21.42% | 2/24/2025 |
 VICI Properties (VICI) | 0.24% | 0.83% | 27.35% | - |
 Nu (NU) | 0.23% | 0% | 20.12% | 5/13/2025 |
 Centene (CNC) | 0.23% | 0% | 18.96% | 11/10/2025 |
 Starbucks (SBUX) | 0.21% | 0% | 26.34% | 12/18/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.2% | 0.52% | 33.86% | - |
 Citi (C) | 0.18% | 0% | 22.58% | 7/7/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.18% | 0% | 36.18% | 8/26/2025 |
 Accenture (ACN) | 0.17% | 0% | 19.1% | 12/16/2025 |
 Novo-Nordisk (NVO) | 0.16% | 0% | 8.54% | 9/26/2025 |
 First Solar (FSLR) | 0.15% | 0% | 16.06% | 5/15/2025 |
 Disney (DIS) | 0.15% | 0.35% | 25.18% | - |
 Moody's (MCO) | 0.15% | 0% | 6.08% | 11/26/2024 |
 Realty Income (O) | 0.14% | 0% | 13.17% | 3/11/2025 |
 Airbus (AIR.PA) | 0.14% | 0.67% | 21.27% | - |
 Micron (MU) | 0.13% | 0% | 14.33% | 5/15/2025 |
 Comcast (CMCSA) | 0.12% | 0% | 26.05% | 2/5/2026 |
 Loma Negra (LOMA) | 0.12% | 0% | 19.97% | 5/21/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.1% | 0% | 3.04% | 7/1/2024 |
 Hershey (HSY) | 0.1% | 0% | 10.13% | 6/24/2025 |
 Mondelez (MDLZ) | 0.1% | 0% | 12.74% | 2/24/2025 |
 S&P Global (SPGI) | 0.1% | 0% | 6.95% | 12/2/2024 |
 Ross Stores (ROST) | 0.1% | 0% | 15.2% | 7/17/2025 |
 CVS Health (CVS) | 0.09% | 0% | 10.85% | 8/14/2025 |
 Bank of America (BAC) | 0.09% | 0% | 11.43% | 5/12/2025 |
 Delta (DAL) | 0.08% | 0% | 6.95% | 5/15/2025 |
 Tyson Foods (TSN) | 0.08% | 0% | 17.37% | 7/1/2025 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.08% | 0.72% | 14.04% | - |
 Honda (HMC) | 0.08% | 0% | 15.92% | 3/5/2025 |
 Verizon (VZ) | 0.08% | 0% | 14.33% | 1/30/2026 |
 Barrick (B) | 0.07% | 0% | 14.62% | 2/24/2025 |
 EA (EA) | 0.07% | 0% | 5.79% | 3/5/2025 |
 Newmont (NEM) | 0.06% | 0% | 11.29% | 1/31/2025 |
 Boeing (BA) | 0.05% | 0% | 6.8% | 12/31/2024 |
 Occidental (OXY) | 0.05% | 0% | 10.27% | 6/17/2025 |
 Royal Caribbean (RCL) | 0.05% | 0% | 7.96% | 12/29/2025 |
 Airbnb (ABNB) | 0.05% | 0% | 4.05% | 9/4/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.04% | 0% | 11% | 3/20/2025 |
 Morgan Stanley (MS) | 0.04% | 0% | 6.22% | 4/23/2025 |
 Constellation Brands (STZ) | 0.04% | 0% | 3.04% | 7/2/2025 |
 Skyworks (SWKS) | 0.04% | 0% | 4.78% | 3/11/2025 |
 Clorox (CLX) | 0.03% | 0% | 4.2% | 7/25/2025 |
 NextEra (NEE) | 0.03% | 0% | 3.91% | 6/18/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.03% | 0% | 2.75% | 6/9/2025 |
 PVH (PVH) | 0.03% | 0% | 3.18% | 7/1/2025 |
 Philips (PHIA.NV) | 0.01% | 0% | 2.03% | 3/5/2025 |
 GE (GE) | 0.01% | 0.46% | 2.6% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 4.94% | 4.95% |
| Amazon (AMZN) | 4.41% | 4.45% |
| Berkshire Hathaway (BRK.B) | 4.29% | 4.17% |
| UnitedHealth (UNH) | 3.67% | 3.62% |
| Alphabet (GOOG) | 2.17% | 3.62% |
| MercadoLibre (MELI) | 3.88% | 3.31% |
| Visa (V) | 3.45% | 3.22% |
| T-Mobile (TMUS) | 3.61% | 2.92% |
| Procter & Gamble (PG) | 3.11% | 2.61% |
| UPS (UPS) | 2.66% | 2.56% |
| NVIDIA (NVDA) | 2.03% | 2.39% |
| Meta (META) | 2.41% | 2.34% |
| Rolls-Royce (RR.L) | 1.96% | 2.27% |
| Waste Management (WM) | 2.37% | 2.18% |
| Microsoft (MSFT) | 2.17% | 2.16% |
| iShares Silver Trust (SLV) | 1.2% | 2.02% |
| Lululemon (LULU) | 2.35% | 2% |
| Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 2.01% | 1.95% |
| Walmart (WMT) | 1.78% | 1.86% |
| iShares MSCI China ETF (MCHI) | 1.82% | 1.72% |
| LVMH (MC.PA) | 1.37% | 1.72% |
| Mastercard (MA) | 1.8% | 1.72% |
| SPDR Gold (GLD) | 1.4% | 1.69% |
| SAP (SAP.DE) | 2.11% | 1.68% |
| Adobe (ADBE) | 1.85% | 1.5% |
| Coca-Cola (KO) | 1.5% | 1.43% |
| JPMorgan (JPM) | 1.41% | 1.42% |
| Apple (AAPL) | 1.16% | 1.32% |
| ASML (ASML) | 0.99% | 1.3% |
| Vista Energy (VIST) | 1.03% | 1.29% |
| Kenvue (KVUE) | 1.41% | 1.26% |
| Lockheed Martin (LMT) | 1.22% | 1.26% |
| Snowflake (SNOW) | 1.23% | 1.25% |
| IAG (IAG.L) | 1.09% | 1.23% |
| State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 1.09% | 1.08% |
| Merck (MRK) | 0.87% | 1.08% |
| Ishares Russell 2000 ETF (IWM) | 1.05% | 1.05% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 1.04% | 1.02% |
| Domino's (DPZ) | 1.14% | 1.01% |
| American Express (AXP) | 0.92% | 1% |
| Target (TGT) | 0.98% | 0.98% |
| Palantir (PLTR) | 0.88% | 0.92% |
| FedEx (FDX) | 0.77% | 0.9% |
| VICI Properties (VICI) | 0.92% | 0.83% |
| Booking (BKNG) | 0.78% | 0.76% |
| Johnson & Johnson (JNJ) | 0.54% | 0.69% |
| Salesforce (CRM) | 0.66% | 0.68% |
| Global X MSCI Argentina ETF (ARGT) | 0.54% | 0.62% |
| Netflix (NFLX) | 0.72% | 0.6% |
| Verizon (VZ) | 0.54% | 0.52% |
| McDonald's (MCD) | 0.48% | 0.46% |
| Scorpio Tankers (STNG) | 0.44% | 0.27% |
| Comcast (CMCSA) | 0.12% | 0.1% |
Cash & Instruments Over Time
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