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Portfolio Diversification
Range
Most Diversified
34 instruments
April 3, 2026
Least Diversified
0 instruments
July 20, 2024
Average
17.8 instruments
Most Consistent Holdings
Top 5
MSFT93.06%
BRK.B92.44%
WM85.49%
MNST85.49%
MA85.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 20, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 JeppeKirkBonde | 5.81% | 0% | 6.33% | 10/22/2024 |
| Berkshire Hathaway (BRK.B) | 4.84% | 3.74% | 92.44% | - |
| Microsoft (MSFT) | 4.55% | 3.28% | 93.06% | - |
 TSMC (TSM) | 3.59% | 5.98% | 67.44% | - |
| Mastercard (MA) | 3.56% | 3.17% | 85.03% | - |
| Waste Management (WM) | 3.55% | 3.35% | 85.49% | - |
 Medtronic (MDT.US) | 3.46% | 2.94% | 84.88% | - |
 Verizon (VZ) | 3.31% | 4.24% | 64.2% | - |
 Allstate (ALL) | 3.29% | 3.51% | 73.15% | - |
 Pfizer (PFE) | 3.16% | 4.09% | 59.88% | - |
 PayPal (PYPL) | 2.97% | 2.45% | 70.83% | - |
 NextEra (NEE) | 2.75% | 3.87% | 63.27% | - |
 Duke Energy (DUK) | 2.3% | 3.7% | 52.47% | - |
| Monster Beverage (MNST) | 2.19% | 2.34% | 85.49% | - |
 Bank of America (BAC) | 1.93% | 3.59% | 41.2% | - |
 Nasdaq (NDAQ) | 1.55% | 2.97% | 39.66% | - |
 Bitcoin (BTC) | 1.29% | 3.9% | 51.23% | - |
 Hubbell (HUBB) | 1.21% | 2.14% | 48.15% | - |
 eToro Group LTD (ETOR) | 1.15% | 1.58% | 53.4% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.04% | 3.94% | 22.53% | - |
 Uber (UBER) | 0.98% | 0% | 22.07% | 5/29/2025 |
 Celsius (CELH) | 0.95% | 1.72% | 35.19% | - |
 RGA (RGA) | 0.87% | 0% | 30.09% | 4/4/2025 |
 BlackRock (BLK) | 0.84% | 0% | 7.41% | 9/10/2024 |
 NVIDIA (NVDA) | 0.8% | 0% | 3.4% | 9/10/2024 |
 Monolithic Power (MPWR) | 0.78% | 2.65% | 33.8% | - |
 Cadence (CDNS) | 0.59% | 1.42% | 33.8% | - |
 NetApp (NTAP) | 0.55% | 1.44% | 31.64% | - |
 Skechers (SKX) | 0.52% | 0% | 18.83% | 3/10/2025 |
 Amgen (AMGN) | 0.5% | 1.2% | 33.8% | - |
 Carvana (CVNA) | 0.44% | 0% | 14.04% | 8/20/2025 |
 Marvell (MRVL) | 0.42% | 3.54% | 16.82% | - |
 Cardinal Health (CAH) | 0.4% | 0% | 23.77% | 3/25/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.39% | 1.35% | 17.44% | - |
 Okta (OKTA) | 0.36% | 1.33% | 20.99% | - |
 Merck (MRK) | 0.34% | 0% | 14.51% | 1/23/2025 |
 UnitedHealth (UNH) | 0.34% | 0% | 15.28% | 5/15/2025 |
 Markel (MKL) | 0.34% | 1.69% | 16.51% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.32% | 0% | 4.78% | 1/2/2025 |
 L3Harris (LHX) | 0.28% | 0% | 18.36% | 2/18/2025 |
 GE Vernova (GEV) | 0.25% | 2.28% | 12.65% | - |
 Comcast (CMCSA) | 0.25% | 0% | 11.73% | 1/6/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.23% | 0% | 15.59% | 4/15/2025 |
 Howmet Aerospace (HWM) | 0.23% | 0% | 4.17% | 9/10/2024 |
 Domino's (DPZ) | 0.23% | 0% | 4.63% | 3/7/2025 |
 GM (GM) | 0.23% | 0% | 9.1% | 3/27/2025 |
 Amazon (AMZN) | 0.18% | 0% | 14.51% | 5/12/2025 |
 Skyward Specialty (SKWD) | 0.17% | 0% | 9.57% | 12/17/2024 |
 Ulta (ULTA) | 0.16% | 0% | 9.57% | 12/17/2024 |
 Brinker Intl. (EAT) | 0.16% | 1.28% | 10.49% | - |
 Dell (DELL) | 0.16% | 3.73% | 4.94% | - |
 Costco (COST) | 0.1% | 1.56% | 6.33% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.05% | 1.31% | 3.86% | - |
 Official Trump (TRUMP) | 0.02% | 0% | 0.15% | 1/20/2025 |
 Tesla (TSLA) | 0.02% | 0% | 0.77% | 11/11/2024 |
 LVMH (MC.PA) | 0.01% | 0% | 0.77% | 1/22/2025 |
 XRP (XRP) | 0.01% | 0.12% | 5.25% | - |
 Ethereum (ETH) | 0% | 0% | 0.93% | 1/2/2025 |
 Apple (AAPL) | 0% | 0% | 0.62% | 4/11/2025 |
 Ether.fi (ETHFI) | 0% | 0% | 0.15% | 1/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 4.22% | 6.04% |
| Berkshire Hathaway (BRK.B) | 5.06% | 5.16% |
| Pfizer (PFE) | 5.06% | 5.05% |
| Bank of America (BAC) | 4.22% | 4.91% |
| Microsoft (MSFT) | 4.3% | 4.86% |
| Verizon (VZ) | 5.06% | 4.84% |
| Mastercard (MA) | 4.22% | 4.57% |
| Allstate (ALL) | 4.22% | 4.53% |
| Medtronic (MDT.US) | 4.22% | 4.53% |
| Duke Energy (DUK) | 4.56% | 4.47% |
| Waste Management (WM) | 4.3% | 4.27% |
| NextEra (NEE) | 3.8% | 4.25% |
| Nasdaq (NDAQ) | 4.22% | 4.17% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.22% | 4.17% |
| PayPal (PYPL) | 5.57% | 3.79% |
| Bitcoin (BTC) | 4.55% | 3.59% |
| Celsius (CELH) | 3.8% | 3.17% |
| Monster Beverage (MNST) | 2.19% | 3.08% |
| Hubbell (HUBB) | 2.11% | 2.34% |
| Monolithic Power (MPWR) | 2.11% | 2.1% |
| eToro Group LTD (ETOR) | 3.37% | 1.99% |
| Okta (OKTA) | 2.11% | 1.98% |
| NetApp (NTAP) | 2.11% | 1.86% |
| Cadence (CDNS) | 2.11% | 1.8% |
| Amgen (AMGN) | 1.3% | 1.53% |
Cash & Instruments Over Time
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