Portfolio Diversification
Range
Most Diversified
20 instruments
March 7, 2025
Least Diversified
0 instruments
July 20, 2024
Average
11 instruments
Most Consistent Holdings
Top 5
MSFT82.4%
BRK.B80.69%
RGA72.96%
WM61.37%
MNST61.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since July 20, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 JeppeKirkBonde | 16.16% | 0% | 17.6% | 10/22/2024 |
| Berkshire Hathaway (BRK.B) | 4.57% | 1.25% | 80.69% | - |
| Microsoft (MSFT) | 3.83% | 2.23% | 82.4% | - |
 BlackRock (BLK) | 2.34% | 0% | 20.6% | 9/10/2024 |
 NVIDIA (NVDA) | 2.21% | 0% | 9.44% | 9/10/2024 |
| RGA (RGA) | 2.2% | 2.04% | 72.96% | - |
| Waste Management (WM) | 1.59% | 2.51% | 61.37% | - |
 Mastercard (MA) | 1.58% | 2.47% | 60.09% | - |
 Medtronic (MDT.US) | 1.51% | 2.51% | 59.66% | - |
 Skechers (SKX) | 1.44% | 2.11% | 52.36% | - |
 Cardinal Health (CAH) | 1.03% | 1.32% | 59.66% | - |
| Monster Beverage (MNST) | 0.97% | 1.25% | 61.37% | - |
 Merck (MRK) | 0.95% | 0% | 40.34% | 1/23/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.89% | 0% | 13.3% | 1/2/2025 |
 Uber (UBER) | 0.89% | 2.7% | 27.04% | - |
 Allstate (ALL) | 0.82% | 2.46% | 27.04% | - |
 L3Harris (LHX) | 0.78% | 0% | 51.07% | 2/18/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.77% | 0% | 12.45% | 1/21/2025 |
 Comcast (CMCSA) | 0.7% | 0% | 32.62% | 1/6/2025 |
 Howmet Aerospace (HWM) | 0.63% | 0% | 11.59% | 9/10/2024 |
 Domino's (DPZ) | 0.63% | 0% | 12.88% | 3/7/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.58% | 0% | 8.58% | 1/20/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.5% | 1.12% | 33.48% | - |
 Skyward Specialty (SKWD) | 0.48% | 0% | 26.61% | 12/17/2024 |
 Bitcoin (BTC) | 0.46% | 1.15% | 39.06% | - |
 PayPal (PYPL) | 0.46% | 2.08% | 20.6% | - |
 Ulta (ULTA) | 0.46% | 0% | 26.61% | 12/17/2024 |
 GM (GM) | 0.45% | 2.32% | 18.03% | - |
 TSMC (TSM) | 0.3% | 1.99% | 13.73% | - |
 UnitedHealth (UNH) | 0.15% | 1.07% | 14.16% | - |
 Celsius (CELH) | 0.12% | 0% | 9.87% | 2/21/2025 |
 Amazon (AMZN) | 0.11% | 0.94% | 13.3% | - |
 Official Trump (Experimental) (TRUMP) | 0.07% | 0% | 0.43% | 1/20/2025 |
 Tesla (TSLA) | 0.06% | 0% | 2.15% | 11/11/2024 |
 Verizon (VZ) | 0.05% | 2.55% | 2.15% | - |
 LVMH (MC.PA) | 0.04% | 0% | 2.15% | 1/22/2025 |
 Ethereum (ETH) | 0.01% | 0% | 2.58% | 1/2/2025 |
 Ether.fi (ETHFI) | 0% | 0% | 0.43% | 1/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 9.27% | 8.98% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.64% | 4.74% |
| iShares Core S&P 500 ETF (IVV) | 4.64% | 4.65% |
| Skechers (SKX) | 2.32% | 2.42% |
| Microsoft (MSFT) | 2.37% | 2.4% |
| Mastercard (MA) | 2.32% | 2.38% |
| RGA (RGA) | 2.37% | 2.3% |
| Merck (MRK) | 2.32% | 2.25% |
| Waste Management (WM) | 2.37% | 2.21% |
| Medtronic (MDT.US) | 2.32% | 2.13% |
| Comcast (CMCSA) | 2.32% | 2.11% |
| iShares Physical Gold ETC (PPFB.DE) | 1.39% | 1.39% |
| Cardinal Health (CAH) | 1.16% | 1.24% |
| Monster Beverage (MNST) | 1.21% | 1.19% |
| Berkshire Hathaway (BRK.B) | 1.16% | 1.15% |
| L3Harris (LHX) | 1.16% | 1% |
| Bitcoin (BTC) | 0.93% | 0.85% |
| Ethereum (ETH) | 0.46% | 0.46% |