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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.B97.11%
BTC97.11%
AMZN89.05%
MSFT88.64%
INDA86.16%
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) | 9.5% | 4.97% | 97.11% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.45% | 0% | 47.8% | 10/9/2024 |
| Microsoft (MSFT) | 6.62% | 12.63% | 88.64% | - |
| Amazon (AMZN) | 6.06% | 3.8% | 89.05% | - |
| iShares MSCI India ETF (INDA) | 4.86% | 4.21% | 86.16% | - |
 Alphabet (GOOGL) | 4.12% | 0% | 45.39% | 5/12/2025 |
| Bitcoin (BTC) | 4.05% | 4.49% | 97.11% | - |
 Apple (AAPL) | 3.34% | 0% | 54.34% | 11/25/2024 |
 Alibaba (BABA) | 2.93% | 4.38% | 77.2% | - |
 Ethereum (ETH) | 2.5% | 2.41% | 65.36% | - |
 Meta (META) | 2.23% | 4.18% | 48.9% | - |
 Johnson & Johnson (JNJ) | 2.1% | 0% | 33.26% | 12/26/2023 |
 Alphabet (GOOG) | 1.87% | 0% | 37.88% | 1/13/2026 |
 UnitedHealth (UNH) | 1.83% | 0% | 41.8% | 5/18/2026 |
 Novo Nordisk (NOVO-B.CO) | 1.6% | 0% | 34.3% | 2/24/2026 |
 Occidental (OXY) | 1.56% | 0% | 31.34% | 10/15/2025 |
 ASML (ASML.NV) | 1.39% | 4.58% | 32.78% | - |
 NVIDIA (NVDA) | 1.21% | 4.91% | 35.81% | - |
 MercadoLibre (MELI) | 1.2% | 0% | 43.8% | 11/20/2025 |
 Boeing (BA) | 1.19% | 0% | 40.36% | 10/17/2025 |
 LVMH (MC.PA) | 1.14% | 0% | 37.81% | 3/27/2026 |
 Vistra (VST) | 1.08% | 5.76% | 36.91% | - |
 TSMC (TSM) | 1.07% | 4.73% | 34.99% | - |
 Disney (DIS) | 1.05% | 0% | 24.38% | 6/7/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 1.02% | 0% | 32.09% | 9/23/2024 |
 Interactive Brokers Group (IBKR) | 0.96% | 4.31% | 30.37% | - |
 Alphabet (GOOG.EUR) | 0.87% | 9.21% | 12.05% | - |
 Nike (NKE) | 0.83% | 0% | 30.65% | 8/25/2025 |
 Ally (ALLY) | 0.79% | 0% | 29.82% | 11/27/2023 |
 SPDR Gold (GLD) | 0.73% | 0% | 22.52% | 10/17/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.72% | 0% | 16.53% | 5/19/2025 |
 AMD (AMD) | 0.66% | 0% | 14.39% | 7/8/2025 |
 Uber (UBER) | 0.61% | 4.2% | 13.36% | - |
 Vanguard S&P 500 ETF (VOO) | 0.6% | 0% | 7.3% | 10/1/2025 |
 Lockheed Martin (LMT) | 0.6% | 0% | 25.14% | 9/24/2025 |
 BNP Paribas (BNP.PA) | 0.57% | 0% | 12.33% | 3/9/2026 |
 Eli Lilly (LLY) | 0.54% | 2.39% | 22.45% | - |
 Gecina (GFC.PA) | 0.52% | 0% | 9.85% | 3/11/2026 |
 ASML (ASML) | 0.51% | 0% | 11.02% | 10/20/2025 |
 Nordea (NDA_SE.ST) | 0.5% | 0% | 11.02% | 1/8/2026 |
 PayPal (PYPL) | 0.49% | 0% | 37.47% | 12/18/2024 |
 Bit Digital (BTBT) | 0.48% | 0% | 21.76% | 10/9/2025 |
 Tesla (TSLA) | 0.47% | 0% | 34.09% | 11/11/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.44% | 0% | 9.5% | 10/9/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.44% | 0% | 3.24% | 2/12/2024 |
 Coca-Cola (KO) | 0.42% | 0% | 14.81% | 3/24/2025 |
 First Solar (FSLR) | 0.42% | 0% | 21.76% | 11/7/2024 |
 Brookfield (BN.US) | 0.37% | 2.63% | 12.67% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.36% | 0% | 9.5% | 10/9/2024 |
 Baidu (BIDU) | 0.35% | 0% | 15.77% | 9/27/2024 |
 iShares Silver Trust (SLV) | 0.34% | 0% | 11.43% | 3/19/2025 |
 Petrobras (PBR) | 0.33% | 0% | 9.99% | 2/6/2026 |
 Adyen (ADYEN.NV) | 0.33% | 0% | 24.38% | 2/12/2026 |
 ON Semiconductor (ON) | 0.32% | 0% | 19.97% | 11/25/2024 |
 Chevron (CVX.US) | 0.32% | 0% | 7.3% | 1/2/2024 |
 Adobe (ADBE) | 0.32% | 0% | 31.06% | 11/15/2024 |
 Verizon (VZ) | 0.31% | 0% | 19.35% | 9/19/2024 |
 Mastercard (MA) | 0.31% | 0% | 19.56% | 11/25/2024 |
 Visa (V) | 0.3% | 0% | 19.56% | 11/25/2024 |
 Constellation Energy (CEG) | 0.3% | 3.71% | 7.58% | - |
 JPMorgan (JPM) | 0.27% | 0% | 11.91% | 5/19/2025 |
 Solana (SOL) | 0.27% | 0% | 10.67% | 9/8/2025 |
 Goldman Sachs (GS) | 0.27% | 0% | 11.98% | 5/19/2025 |
 Stellantis (STLA.US) | 0.26% | 0% | 12.05% | 8/30/2024 |
 Sodexo (SW.PA) | 0.25% | 0% | 10.33% | 10/17/2025 |
 Unilever (UL.US) | 0.25% | 3.96% | 6.47% | - |
 Raytheon (RTX) | 0.24% | 0% | 6.27% | 4/15/2026 |
 iShares MSCI China ETF (MCHI) | 0.24% | 0% | 8.4% | 10/23/2025 |
 Land Securities (LAND.L) | 0.23% | 0% | 10.33% | 10/17/2025 |
 Basic-Fit (BFIT.NV) | 0.22% | 0% | 17.84% | 10/9/2024 |
 Enbridge (ENB) | 0.21% | 0% | 15.43% | 9/19/2024 |
 Ares Capital (ARCC) | 0.21% | 0% | 15.43% | 9/19/2024 |
 Perrigo (PRGO) | 0.21% | 0% | 17.63% | 11/25/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.2% | 0% | 6.27% | 1/2/2026 |
 Ferrari (RACE) | 0.2% | 0% | 11.5% | 3/27/2026 |
 XRP (XRP) | 0.2% | 0% | 10.26% | 8/21/2025 |
 Aalberts (AALB.NV) | 0.19% | 0% | 10.26% | 10/16/2025 |
 Barrick (B) | 0.17% | 0% | 16.32% | 10/9/2024 |
 JD.com (JD.US) | 0.16% | 0% | 8.75% | 3/27/2026 |
 Tencent (0700.HK) | 0.16% | 4.04% | 4.13% | - |
 Vanguard Total Bond Market ETF (BND) | 0.16% | 0% | 1.31% | 3/20/2024 |
 Stellantis (STLAM.MI) | 0.15% | 0% | 3.24% | 11/25/2024 |
 Omega Healthcare (OHI) | 0.15% | 0% | 9.99% | 7/2/2024 |
 Shell (SHEL) | 0.13% | 0% | 2% | 4/8/2026 |
 Citi (C) | 0.12% | 0% | 4.96% | 11/25/2024 |
 Upwork (UPWK) | 0.12% | 0% | 5.23% | 11/11/2024 |
 Invesco QQQ (QQQ) | 0.11% | 0% | 1.86% | 12/9/2024 |
 AXA (CS.PA) | 0.09% | 0% | 4.48% | 2/6/2026 |
 ServiceNow (NOW) | 0.09% | 4.76% | 1.86% | - |
 NN Group (NN.NV) | 0.08% | 0% | 4.2% | 12/9/2024 |
 ExxonMobil (XOM) | 0.08% | 0% | 1.86% | 4/8/2026 |
 PDD Holdings (PDD) | 0.06% | 0% | 3.58% | 12/16/2025 |
 Broadcom (AVGO) | 0.06% | 0% | 3.24% | 11/25/2024 |
 Sirius XM (SIRI) | 0.05% | 0% | 2.89% | 11/25/2024 |
 Scorpio Tankers (STNG) | 0.02% | 0% | 2.69% | 11/25/2024 |
 SFL (SFL) | 0.02% | 0% | 2.48% | 3/20/2024 |
 United Airlines (UAL) | 0.02% | 0% | 1.45% | 3/28/2024 |
 Lincoln National (LNC) | 0.02% | 0% | 2.48% | 3/20/2024 |
 BYD (01211.HK) | 0.01% | 0% | 0.48% | 3/19/2024 |
 Block Inc. (XYZ) | 0% | 0% | 0.07% | 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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