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Portfolio Diversification
Range
Most Diversified
38 instruments
March 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22.3 instruments
Most Consistent Holdings
Top 5
BRK.B97.35%
BTC97.35%
AMZN88.48%
MSFT88.02%
INDA85.67%
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 |
|---|---|---|---|---|
 Vanguard Total Stock Market ETF (VTI) | 10.4% | 0% | 52.62% | 10/9/2024 |
| Berkshire Hathaway (BRK.B) | 9.99% | 4.71% | 97.35% | - |
| Microsoft (MSFT) | 6.07% | 14.22% | 88.02% | - |
| Amazon (AMZN) | 5.97% | 8.07% | 88.48% | - |
| iShares MSCI India ETF (INDA) | 4.95% | 4.77% | 85.67% | - |
 Alphabet (GOOGL) | 4.53% | 0% | 49.96% | 5/12/2025 |
| Bitcoin (BTC) | 3.99% | 5.23% | 97.35% | - |
 Apple (AAPL) | 3.68% | 0% | 59.82% | 11/25/2024 |
 Alibaba (BABA) | 2.82% | 3.76% | 75.44% | - |
 Ethereum (ETH) | 2.5% | 2.64% | 62.4% | - |
 Johnson & Johnson (JNJ) | 2.31% | 0% | 36.62% | 12/26/2023 |
 Meta (META) | 2.27% | 0% | 49.28% | 1/13/2026 |
 Alphabet (GOOG) | 2.06% | 0% | 41.7% | 1/13/2026 |
 Novo Nordisk (NOVO-B.CO) | 1.76% | 0% | 37.76% | 2/24/2026 |
 Occidental (OXY) | 1.72% | 0% | 34.5% | 10/15/2025 |
 UnitedHealth (UNH) | 1.69% | 6.54% | 41.39% | - |
 MercadoLibre (MELI) | 1.32% | 0% | 48.22% | 11/20/2025 |
 Boeing (BA) | 1.31% | 0% | 44.43% | 10/17/2025 |
 LVMH (MC.PA) | 1.22% | 3.26% | 40.41% | - |
 ASML (ASML.NV) | 1.15% | 3.83% | 26.91% | - |
 Disney (DIS) | 1.15% | 0% | 26.84% | 6/7/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 1.12% | 0% | 35.33% | 9/23/2024 |
 NVIDIA (NVDA) | 0.98% | 0% | 32.3% | 9/8/2025 |
 Nike (NKE) | 0.92% | 0% | 33.74% | 8/25/2025 |
 Ally (ALLY) | 0.87% | 0% | 32.83% | 11/27/2023 |
 SPDR Gold (GLD) | 0.8% | 0% | 24.79% | 10/17/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.79% | 0% | 18.2% | 5/19/2025 |
 TSMC (TSM) | 0.75% | 4.29% | 28.96% | - |
 AMD (AMD) | 0.72% | 0% | 15.85% | 7/8/2025 |
 Interactive Brokers Group (IBKR) | 0.7% | 3.48% | 24.03% | - |
 Vistra (VST) | 0.69% | 3.54% | 31.08% | - |
 Vanguard S&P 500 ETF (VOO) | 0.66% | 0% | 8.04% | 10/1/2025 |
 Lockheed Martin (LMT) | 0.66% | 0% | 27.67% | 9/24/2025 |
 BNP Paribas (BNP.PA) | 0.62% | 0% | 13.57% | 3/9/2026 |
 Gecina (GFC.PA) | 0.57% | 3.55% | 10.84% | - |
 ASML (ASML) | 0.56% | 0% | 12.13% | 10/20/2025 |
 Nordea (NDA_SE.ST) | 0.55% | 0% | 12.13% | 1/8/2026 |
 PayPal (PYPL) | 0.53% | 0% | 41.24% | 12/18/2024 |
 Bit Digital (BTBT) | 0.53% | 0% | 23.96% | 10/9/2025 |
 Tesla (TSLA) | 0.52% | 0% | 37.53% | 11/11/2024 |
 Vanguard Total International Stock ETF (VXUS) | 0.49% | 0% | 10.46% | 10/9/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.48% | 0% | 3.56% | 2/12/2024 |
 Coca-Cola (KO) | 0.46% | 0% | 16.3% | 3/24/2025 |
 First Solar (FSLR) | 0.46% | 0% | 23.96% | 11/7/2024 |
 Eli Lilly (LLY) | 0.4% | 2.26% | 15.54% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.4% | 0% | 10.46% | 10/9/2024 |
 Baidu (BIDU) | 0.39% | 0% | 17.36% | 9/27/2024 |
 iShares Silver Trust (SLV) | 0.37% | 0% | 12.59% | 3/19/2025 |
 Petrobras (PBR) | 0.36% | 0% | 10.99% | 2/6/2026 |
 Adyen (ADYEN.NV) | 0.36% | 0% | 26.84% | 2/12/2026 |
 ON Semiconductor (ON) | 0.36% | 0% | 21.99% | 11/25/2024 |
 Chevron (CVX) | 0.35% | 0% | 8.04% | 1/2/2024 |
 Adobe (ADBE) | 0.35% | 0% | 34.19% | 11/15/2024 |
 Verizon (VZ) | 0.34% | 0% | 21.3% | 9/19/2024 |
 Mastercard (MA) | 0.34% | 0% | 21.53% | 11/25/2024 |
 Visa (V) | 0.33% | 0% | 21.53% | 11/25/2024 |
 JPMorgan (JPM) | 0.3% | 0% | 13.12% | 5/19/2025 |
 Solana (SOL) | 0.29% | 0% | 11.75% | 9/8/2025 |
 Goldman Sachs (GS) | 0.29% | 0% | 13.19% | 5/19/2025 |
 Stellantis (STLA.US) | 0.28% | 0% | 13.27% | 8/30/2024 |
 Sodexo (SW.PA) | 0.28% | 0% | 11.37% | 10/17/2025 |
 iShares MSCI China ETF (MCHI) | 0.27% | 0% | 9.25% | 10/23/2025 |
 Land Securities (LAND.L) | 0.25% | 0% | 11.37% | 10/17/2025 |
 Uber (UBER) | 0.25% | 4.7% | 5.16% | - |
 Basic-Fit (BFIT.NV) | 0.24% | 0% | 19.64% | 10/9/2024 |
 Enbridge (ENB) | 0.23% | 0% | 16.98% | 9/19/2024 |
 Ares Capital (ARCC) | 0.23% | 0% | 16.98% | 9/19/2024 |
 Perrigo (PRGO) | 0.23% | 0% | 19.41% | 11/25/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.22% | 0% | 6.9% | 1/2/2026 |
 XRP (XRP) | 0.22% | 0% | 11.3% | 8/21/2025 |
 Alphabet (GOOG.EUR) | 0.21% | 5.1% | 4.17% | - |
 Aalberts (AALB.NV) | 0.2% | 0% | 11.3% | 10/16/2025 |
 Ferrari (RACE) | 0.2% | 1.71% | 11.45% | - |
 Barrick (B) | 0.19% | 0% | 17.97% | 10/9/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.17% | 0% | 1.44% | 3/20/2024 |
 Raytheon (RTX) | 0.17% | 4.06% | 4.32% | - |
 Stellantis (STLAM.MI) | 0.17% | 0% | 3.56% | 11/25/2024 |
 Omega Healthcare (OHI) | 0.17% | 0% | 10.99% | 7/2/2024 |
 JD.com (JD.US) | 0.16% | 1.57% | 8.42% | - |
 Brookfield (BN.US) | 0.15% | 2.88% | 4.7% | - |
 Citi (C) | 0.14% | 0% | 5.46% | 11/25/2024 |
 Upwork (UPWK) | 0.13% | 0% | 5.76% | 11/11/2024 |
 Invesco QQQ (QQQ) | 0.12% | 0% | 2.05% | 12/9/2024 |
 AXA (CS.PA) | 0.1% | 0% | 4.93% | 2/6/2026 |
 NN Group (NN.NV) | 0.09% | 0% | 4.62% | 12/9/2024 |
 PDD Holdings (PDD) | 0.07% | 0% | 3.94% | 12/16/2025 |
 Broadcom (AVGO) | 0.06% | 0% | 3.56% | 11/25/2024 |
 Sirius XM (SIRI) | 0.06% | 0% | 3.18% | 11/25/2024 |
 Scorpio Tankers (STNG) | 0.03% | 0% | 2.96% | 11/25/2024 |
 SFL (SFL) | 0.02% | 0% | 2.73% | 3/20/2024 |
 United Airlines (UAL) | 0.02% | 0% | 1.59% | 3/28/2024 |
 Lincoln National (LNC) | 0.02% | 0% | 2.73% | 3/20/2024 |
 Shell (SHEL) | 0.01% | 5.82% | 0.15% | - |
 BYD (01211.HK) | 0.01% | 0% | 0.53% | 3/19/2024 |
 Block Inc. (XYZ) | 0% | 0% | 0.08% | 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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