Portfolio Diversification
Range
Most Diversified
20 instruments
March 7, 2025
Least Diversified
0 instruments
July 20, 2024
Average
12.5 instruments
Most Consistent Holdings
Top 5
MSFT87.27%
BRK.B86.02%
WM72.05%
MNST72.05%
MA71.12%
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 | 11.7% | 0% | 12.73% | 10/22/2024 |
| Berkshire Hathaway (BRK.B) | 4.5% | 5.53% | 86.02% | - |
| Microsoft (MSFT) | 4.03% | 6.22% | 87.27% | - |
| Waste Management (WM) | 2.5% | 6.04% | 72.05% | - |
| Mastercard (MA) | 2.46% | 6.21% | 71.12% | - |
 Medtronic (MDT.US) | 2.29% | 5.42% | 70.81% | - |
 Uber (UBER) | 1.96% | 0% | 44.41% | 5/29/2025 |
 Allstate (ALL) | 1.9% | 5.94% | 47.2% | - |
 RGA (RGA) | 1.75% | 0% | 60.56% | 4/4/2025 |
 BlackRock (BLK) | 1.69% | 0% | 14.91% | 9/10/2024 |
 PayPal (PYPL) | 1.61% | 6.27% | 42.55% | - |
 NVIDIA (NVDA) | 1.6% | 0% | 6.83% | 9/10/2024 |
| Monster Beverage (MNST) | 1.43% | 3.35% | 72.05% | - |
 Verizon (VZ) | 1.32% | 5.65% | 29.19% | - |
 TSMC (TSM) | 1.27% | 5.37% | 37.58% | - |
 Skechers (SKX) | 1.04% | 0% | 37.89% | 3/10/2025 |
 Pfizer (PFE) | 1.01% | 5.18% | 20.5% | - |
 NextEra (NEE) | 0.99% | 5.02% | 27.33% | - |
 Cardinal Health (CAH) | 0.81% | 0% | 47.83% | 3/25/2025 |
 Merck (MRK) | 0.69% | 0% | 29.19% | 1/23/2025 |
 UnitedHealth (UNH) | 0.68% | 0% | 30.75% | 5/15/2025 |
 Bitcoin (BTC) | 0.67% | 0% | 41.61% | 4/22/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.64% | 0% | 9.63% | 1/2/2025 |
 L3Harris (LHX) | 0.57% | 0% | 36.96% | 2/18/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.56% | 0% | 9.01% | 1/21/2025 |
 Comcast (CMCSA) | 0.51% | 0% | 23.6% | 1/6/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.47% | 0% | 31.37% | 4/15/2025 |
 Howmet Aerospace (HWM) | 0.46% | 0% | 8.39% | 9/10/2024 |
 Domino's (DPZ) | 0.46% | 0% | 9.32% | 3/7/2025 |
 GM (GM) | 0.45% | 0% | 18.32% | 3/27/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.42% | 0% | 6.21% | 1/20/2025 |
 Amazon (AMZN) | 0.37% | 0% | 29.19% | 5/12/2025 |
 Skyward Specialty (SKWD) | 0.35% | 0% | 19.25% | 12/17/2024 |
 Celsius (CELH) | 0.34% | 0% | 13.04% | 4/21/2025 |
 Ulta (ULTA) | 0.33% | 0% | 19.25% | 12/17/2024 |
 eToro Group LTD (ETOR) | 0.16% | 2.23% | 7.45% | - |
 Carvana (CVNA) | 0.16% | 3.16% | 5.28% | - |
 Duke Energy (DUK) | 0.12% | 2.15% | 5.59% | - |
 Official Trump (Experimental) (TRUMP) | 0.05% | 0% | 0.31% | 1/20/2025 |
 Tesla (TSLA) | 0.04% | 0% | 1.55% | 11/11/2024 |
 LVMH (MC.PA) | 0.03% | 0% | 1.55% | 1/22/2025 |
 Ethereum (ETH) | 0.01% | 0% | 1.86% | 1/2/2025 |
 Apple (AAPL) | 0% | 0% | 1.24% | 4/11/2025 |
 Ether.fi (ETHFI) | 0% | 0% | 0.31% | 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% |