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Portfolio Diversification
Range
Most Diversified
38 instruments
March 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22 instruments
Most Consistent Holdings
Top 5
BRK.B97.15%
BTC97.15%
AMZN89.57%
MSFT89.18%
INDA86.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 30, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.24% | 5.71% | 97.15% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 8.89% | 0% | 44.98% | 10/9/2024 |
| Microsoft (MSFT) | 6.6% | 2.93% | 89.18% | - |
| Amazon (AMZN) | 5.93% | 4.24% | 89.57% | - |
| iShares MSCI India ETF (INDA) | 4.72% | 2.17% | 86.84% | - |
| Bitcoin (BTC) | 4.11% | 5.84% | 97.15% | - |
 Alphabet (GOOGL) | 3.88% | 0% | 42.71% | 5/12/2025 |
 Apple (AAPL) | 3.14% | 0% | 51.13% | 11/25/2024 |
 Alibaba (BABA) | 2.86% | 1.68% | 76.86% | - |
 Ethereum (ETH) | 2.52% | 3.21% | 67.27% | - |
 Meta (META) | 2.41% | 4.74% | 51.78% | - |
 Johnson & Johnson (JNJ) | 1.98% | 0% | 31.3% | 12/26/2023 |
 Alphabet (GOOG) | 1.76% | 0% | 35.64% | 1/13/2026 |
 UnitedHealth (UNH) | 1.72% | 0% | 39.34% | 5/18/2026 |
 ASML (ASML.NV) | 1.56% | 4.34% | 36.62% | - |
 Novo Nordisk (NOVO-B.CO) | 1.5% | 0% | 32.27% | 2/24/2026 |
 Occidental (OXY) | 1.47% | 0% | 29.49% | 10/15/2025 |
 NVIDIA (NVDA) | 1.45% | 5.48% | 39.47% | - |
 Alphabet (GOOG.EUR) | 1.44% | 11.64% | 17.11% | - |
 Vistra (VST) | 1.32% | 5.65% | 40.51% | - |
 TSMC (TSM) | 1.29% | 5% | 38.69% | - |
 Interactive Brokers Group (IBKR) | 1.15% | 3.97% | 34.35% | - |
 MercadoLibre (MELI) | 1.13% | 0% | 41.22% | 11/20/2025 |
 Boeing (BA) | 1.12% | 0% | 37.98% | 10/17/2025 |
 LVMH (MC.PA) | 1.09% | 3.82% | 36.16% | - |
 Uber (UBER) | 0.99% | 7.54% | 18.34% | - |
 Disney (DIS) | 0.98% | 0% | 22.94% | 6/7/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.96% | 0% | 30.2% | 9/23/2024 |
 Nike (NKE) | 0.79% | 0% | 28.84% | 8/25/2025 |
 Ally (ALLY) | 0.74% | 0% | 28.06% | 11/27/2023 |
 SPDR Gold (GLD) | 0.68% | 0% | 21.19% | 10/17/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.67% | 0% | 15.55% | 5/19/2025 |
 Eli Lilly (LLY) | 0.65% | 2.73% | 26.9% | - |
 AMD (AMD) | 0.62% | 0% | 13.55% | 7/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.56% | 0% | 6.87% | 10/1/2025 |
 Lockheed Martin (LMT) | 0.56% | 0% | 23.66% | 9/24/2025 |
 BNP Paribas (BNP.PA) | 0.53% | 0% | 11.6% | 3/9/2026 |
 Constellation Energy (CEG) | 0.51% | 3.87% | 12.9% | - |
 Brookfield (BN.US) | 0.49% | 2.43% | 17.69% | - |
 Gecina (GFC.PA) | 0.49% | 0% | 9.27% | 3/11/2026 |
 ASML (ASML) | 0.48% | 0% | 10.37% | 10/20/2025 |
 Nordea (NDA_SE.ST) | 0.47% | 0% | 10.37% | 1/8/2026 |
 PayPal (PYPL) | 0.46% | 0% | 35.26% | 12/18/2024 |
 Bit Digital (BTBT) | 0.45% | 0% | 20.48% | 10/9/2025 |
 Tesla (TSLA) | 0.45% | 0% | 32.08% | 11/11/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.42% | 0% | 8.94% | 10/9/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.41% | 0% | 3.05% | 2/12/2024 |
 Coca-Cola (KO) | 0.39% | 0% | 13.93% | 3/24/2025 |
 First Solar (FSLR) | 0.39% | 0% | 20.48% | 11/7/2024 |
 Tencent (0700.HK) | 0.37% | 3.65% | 9.66% | - |
 ServiceNow (NOW) | 0.35% | 0% | 6.74% | 10/9/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.34% | 0% | 8.94% | 10/9/2024 |
 Baidu (BIDU) | 0.33% | 0% | 14.84% | 9/27/2024 |
 iShares Silver Trust (SLV) | 0.32% | 0% | 10.76% | 3/19/2025 |
 Petrobras (PBR) | 0.31% | 0% | 9.4% | 2/6/2026 |
 Adyen (ADYEN.NV) | 0.31% | 0% | 22.94% | 2/12/2026 |
 ON Semiconductor (ON) | 0.3% | 0% | 18.79% | 11/25/2024 |
 Chevron (CVX.US) | 0.3% | 0% | 6.87% | 1/2/2024 |
 Adobe (ADBE) | 0.3% | 0% | 29.23% | 11/15/2024 |
 Verizon (VZ) | 0.29% | 0% | 18.21% | 9/19/2024 |
 Mastercard (MA) | 0.29% | 0% | 18.41% | 11/25/2024 |
 Visa (V) | 0.29% | 0% | 18.41% | 11/25/2024 |
 Unilever (UL.US) | 0.28% | 0% | 7.32% | 8/10/2026 |
 JPMorgan (JPM) | 0.25% | 0% | 11.21% | 5/19/2025 |
 Solana (SOL) | 0.25% | 0% | 10.05% | 9/8/2025 |
 Goldman Sachs (GS) | 0.25% | 0% | 11.28% | 5/19/2025 |
 Stellantis (STLA.US) | 0.24% | 0% | 11.34% | 8/30/2024 |
 Sodexo (SW.PA) | 0.24% | 0% | 9.72% | 10/17/2025 |
 Raytheon (RTX) | 0.23% | 0% | 5.9% | 4/15/2026 |
 iShares MSCI China ETF (MCHI) | 0.23% | 0% | 7.91% | 10/23/2025 |
 Land Securities (LAND.L) | 0.22% | 0% | 9.72% | 10/17/2025 |
 Basic-Fit (BFIT.NV) | 0.21% | 0% | 16.79% | 10/9/2024 |
 Enbridge (ENB) | 0.2% | 0% | 14.52% | 9/19/2024 |
 Ares Capital (ARCC) | 0.2% | 0% | 14.52% | 9/19/2024 |
 Perrigo (PRGO) | 0.2% | 0% | 16.59% | 11/25/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.19% | 0% | 5.9% | 1/2/2026 |
 Ferrari (RACE) | 0.19% | 0% | 10.82% | 3/27/2026 |
 XRP (XRP) | 0.19% | 0% | 9.66% | 8/21/2025 |
 Aalberts (AALB.NV) | 0.17% | 0% | 9.66% | 10/16/2025 |
 Barrick (B) | 0.16% | 0% | 15.36% | 10/9/2024 |
 JD.com (JD.US) | 0.15% | 0% | 8.23% | 3/27/2026 |
 Vanguard Total Bond Market ETF (BND) | 0.15% | 0% | 1.23% | 3/20/2024 |
 Stellantis (STLAM.MI) | 0.14% | 0% | 3.05% | 11/25/2024 |
 Omega Healthcare (OHI) | 0.14% | 0% | 9.4% | 7/2/2024 |
 Shell (SHEL) | 0.12% | 0% | 1.88% | 4/8/2026 |
 Citi (C) | 0.12% | 0% | 4.67% | 11/25/2024 |
 Upwork (UPWK) | 0.11% | 0% | 4.93% | 11/11/2024 |
 Invesco QQQ (QQQ) | 0.1% | 0% | 1.75% | 12/9/2024 |
 Reddit Inc (RDDT) | 0.09% | 2.15% | 4.54% | - |
 AXA (CS.PA) | 0.09% | 0% | 4.21% | 2/6/2026 |
 Microchip (MCHP) | 0.09% | 1.83% | 4.86% | - |
 Novo-Nordisk (NVO) | 0.08% | 1.57% | 4.86% | - |
 NN Group (NN.NV) | 0.07% | 0% | 3.95% | 12/9/2024 |
 ExxonMobil (XOM) | 0.07% | 0% | 1.75% | 4/8/2026 |
 PDD Holdings (PDD) | 0.06% | 0% | 3.37% | 12/16/2025 |
 Broadcom (AVGO) | 0.05% | 0% | 3.05% | 11/25/2024 |
 Sirius XM (SIRI) | 0.05% | 0% | 2.72% | 11/25/2024 |
 Scorpio Tankers (STNG) | 0.02% | 0% | 2.53% | 11/25/2024 |
 SFL (SFL) | 0.02% | 0% | 2.33% | 3/20/2024 |
 United Airlines (UAL) | 0.02% | 0% | 1.36% | 3/28/2024 |
 Lincoln National (LNC) | 0.02% | 0% | 2.33% | 3/20/2024 |
 BYD (01211.HK) | 0.01% | 0% | 0.45% | 3/19/2024 |
 Ionq (IONQ) | 0% | 0% | 0.13% | 8/7/2026 |
 Iris Energy (IREN) | 0% | 0% | 0.13% | 8/7/2026 |
 Block Inc. (XYZ) | 0% | 0% | 0.06% | 3/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 7.72% | 7.53% |
| Nordea (NDA_SE.ST) | 6.73% | 7.15% |
| Novo Nordisk (NOVO-B.CO) | 5.22% | 5.87% |
| Gecina (GFC.PA) | 5.91% | 5.86% |
| BNP Paribas (BNP.PA) | 5.11% | 5.86% |
| Bitcoin (BTC) | 6.99% | 5.46% |
| Amazon (AMZN) | 5.5% | 5.42% |
| iShares MSCI India ETF (INDA) | 5.2% | 5.07% |
| Alphabet (GOOG) | 3.92% | 4.86% |
| Microsoft (MSFT) | 4.91% | 4.4% |
| Meta (META) | 4.12% | 4.11% |
| LVMH (MC.PA) | 3.52% | 4.08% |
| Petrobras (PBR) | 4.18% | 3.71% |
| TSMC (TSM) | 3.54% | 3.68% |
| Alibaba (BABA) | 4.25% | 3.6% |
| Berkshire Hathaway (BRK.B) | 3.65% | 3.47% |
| Brazil Index MSCI Ishares (EWZ) | 3.54% | 3.42% |
| ASML (ASML.NV) | 2.81% | 2.89% |
| Eli Lilly (LLY) | 1.77% | 2.38% |
| AXA (CS.PA) | 2.13% | 2.15% |
| Interactive Brokers Group (IBKR) | 2.11% | 2.11% |
| Vistra (VST) | 2.22% | 1.87% |
| Ferrari (RACE) | 2.07% | 1.79% |
| JD.com (JD.US) | 1.69% | 1.6% |
| Adyen (ADYEN.NV) | 1.17% | 1.12% |
Cash & Instruments Over Time
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