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Portfolio Diversification
Range
Most Diversified
55 instruments
October 8, 2025
Least Diversified
0 instruments
April 4, 2026
Average
18.7 instruments
Most Consistent Holdings
Top 5
MELI80.43%
FTNT66.81%
TX65.62%
BABA64.86%
MSFT64.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 20, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 25.46% | 0% | 59.89% | 5/16/2025 |
 FranciscoOrtiz13 | 8.7% | 0% | 64.32% | 7/28/2025 |
 Invesco QQQ (QQQ) | 5.46% | 0% | 50.16% | 5/16/2025 |
| MercadoLibre (MELI) | 4.64% | 7.64% | 80.43% | - |
| Ternium (TX) | 4.52% | 0% | 65.62% | 11/18/2025 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 3.17% | 0% | 24.65% | 10/24/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 3.02% | 0% | 16.54% | 1/2/2026 |
 Alphabet (GOOG) | 2.76% | 0% | 56.32% | 5/20/2025 |
 thomaspj | 2.64% | 0% | 31.68% | 7/28/2025 |
| Microsoft (MSFT) | 2.04% | 8.84% | 64.65% | - |
| Alibaba (BABA) | 1.9% | 0% | 64.86% | 2/26/2026 |
 SPDR Gold MiniShares Trust (GLDM) | 1.19% | 0% | 24.86% | 1/12/2026 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.19% | 0% | 36.97% | 5/21/2025 |
 Adobe (ADBE) | 1.13% | 7.94% | 25.95% | - |
| Fortinet (FTNT) | 1.03% | 0% | 66.81% | 3/12/2026 |
 Bitcoin (BTC) | 1.02% | 0% | 4.76% | 12/29/2023 |
 Walmart (WMT) | 0.95% | 0% | 55.89% | 5/16/2025 |
 Accenture (ACN) | 0.91% | 6.63% | 26.05% | - |
 BYD (01211.HK) | 0.9% | 5.61% | 26.16% | - |
 T-Mobile (TMUS) | 0.89% | 6.29% | 17.62% | - |
 Disney (DIS) | 0.81% | 0% | 55.89% | 5/16/2025 |
 Coca-Cola (KO) | 0.79% | 0% | 50.38% | 1/7/2026 |
 Visa (V) | 0.75% | 0% | 19.89% | 2/11/2026 |
 Tesla (TSLA) | 0.72% | 0% | 55.89% | 5/16/2025 |
 Deckers (DECK) | 0.72% | 3.75% | 19.35% | - |
 Corecivic (CXW) | 0.64% | 0% | 34.7% | 5/16/2025 |
 Dell (DELL) | 0.62% | 0% | 47.89% | 5/20/2025 |
 McDonald's (MCD) | 0.58% | 0% | 39.14% | 11/5/2025 |
 Salesforce (CRM) | 0.5% | 0% | 23.03% | 3/12/2026 |
 Waste Management (WM) | 0.5% | 0% | 21.08% | 2/25/2026 |
 Marsh & McLennan (MRSH) | 0.49% | 3.61% | 20.65% | - |
 Xiaomi (1810.HK) | 0.49% | 4.69% | 14.7% | - |
 Nike (NKE) | 0.46% | 0% | 34.16% | 5/21/2025 |
 Procter & Gamble (PG) | 0.46% | 0% | 19.68% | 2/3/2026 |
 Uber (UBER) | 0.46% | 5.64% | 11.89% | - |
 VICI Properties (VICI) | 0.45% | 0% | 20.32% | 2/10/2026 |
 Sprouts (SFM) | 0.45% | 5.4% | 11.03% | - |
 Fiserv (FISV) | 0.43% | 2.15% | 20.97% | - |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 0.43% | 0% | 14.7% | 10/10/2025 |
 Cal-Maine Foods (CALM) | 0.4% | 0% | 14.05% | 1/27/2026 |
 ADP (ADP) | 0.38% | 4.91% | 14.16% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.37% | 0% | 13.41% | 10/7/2025 |
 Domino's (DPZ) | 0.35% | 6.45% | 9.3% | - |
 Kenvue (KVUE) | 0.32% | 0% | 9.08% | 11/26/2025 |
 Netflix (NFLX) | 0.3% | 5.13% | 7.89% | - |
 Booking (BKNG) | 0.28% | 5.39% | 5.84% | - |
 Kimberly-Clark (KMB) | 0.28% | 0% | 14.38% | 2/6/2026 |
 PayPal (PYPL) | 0.25% | 2.84% | 10.27% | - |
 Constellation Brands (STZ) | 0.21% | 0% | 11.46% | 12/10/2025 |
 NVIDIA (NVDA) | 0.21% | 0% | 11.78% | 3/20/2026 |
 ONEOK (OKE) | 0.21% | 0% | 9.95% | 11/28/2025 |
 ConAgra (CAG) | 0.21% | 0% | 16.97% | 1/29/2026 |
 Meta (META) | 0.2% | 0% | 4.32% | 2/11/2026 |
 Merck (MRK) | 0.19% | 0% | 11.35% | 11/18/2025 |
 UPS (UPS) | 0.19% | 0% | 12.32% | 12/3/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.19% | 0% | 6.59% | 1/14/2026 |
 iShares Silver Trust (SLV) | 0.18% | 0% | 11.68% | 10/10/2025 |
 Paychex (PAYX) | 0.18% | 0% | 13.19% | 1/23/2026 |
 Verizon (VZ) | 0.17% | 0% | 5.41% | 11/25/2025 |
 Lululemon (LULU) | 0.16% | 0% | 7.46% | 11/12/2025 |
 Target (TGT) | 0.16% | 0% | 7.14% | 10/30/2025 |
 Bristol-Myers Squibb (BMY) | 0.14% | 0% | 7.57% | 11/3/2025 |
 Zoetis (ZTS) | 0.14% | 0% | 7.46% | 3/23/2026 |
 Comcast (CMCSA) | 0.13% | 0% | 5.95% | 11/25/2025 |
 Lockheed Martin (LMT) | 0.12% | 0% | 12.32% | 1/21/2026 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.11% | 0% | 10.49% | 10/8/2025 |
 Ethereum (ETH) | 0.11% | 0% | 3.78% | 12/29/2023 |
 Amazon (AMZN) | 0.1% | 0% | 13.84% | 2/11/2026 |
 SAP (SAP) | 0.1% | 0% | 5.95% | 2/26/2026 |
 LVMH (MC.PA) | 0.1% | 3.58% | 9.41% | - |
 Clorox (CLX) | 0.09% | 0% | 13.51% | 12/31/2025 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 0.09% | 0% | 5.19% | 1/21/2026 |
 Starbucks (SBUX) | 0.09% | 0% | 7.14% | 10/30/2025 |
 Novo-Nordisk (NVO) | 0.09% | 0% | 9.84% | 11/4/2025 |
 Trade Desk (TTD) | 0.09% | 0% | 5.3% | 11/4/2025 |
 Pampa Energia (PAM) | 0.08% | 0% | 3.68% | 10/16/2025 |
 JD.com (JD.US) | 0.07% | 0% | 8.76% | 11/4/2025 |
 Toyota (TM) | 0.06% | 0% | 7.68% | 2/11/2026 |
 CNR (CNI) | 0.06% | 0% | 5.41% | 10/30/2025 |
 PDD Holdings (PDD) | 0.05% | 1.75% | 5.51% | - |
 Vista Energy (VIST) | 0.05% | 0% | 3.03% | 10/16/2025 |
 DraftKings (DKNG) | 0.04% | 0% | 3.89% | 11/12/2025 |
 UnitedHealth (UNH) | 0.04% | 0% | 8.11% | 10/21/2025 |
 ASML (ASML) | 0.04% | 0% | 7.89% | 10/17/2025 |
 Public Storage (PSA) | 0.03% | 0% | 4.54% | 10/30/2025 |
 Eli Lilly (LLY) | 0.03% | 0% | 7.35% | 10/15/2025 |
 Mastercard (MA) | 0.03% | 0% | 2.05% | 11/4/2025 |
 Tyson Foods (TSN) | 0.03% | 0% | 2.7% | 11/3/2025 |
 Petrobras (PBR.A) | 0.03% | 0% | 2.59% | 11/3/2025 |
 NextEra (NEE) | 0.03% | 0% | 3.14% | 10/15/2025 |
 S&P Global (SPGI) | 0.02% | 0% | 3.03% | 10/30/2025 |
 RBI (QSR) | 0.01% | 0% | 2.81% | 10/14/2025 |
 ServiceNow (NOW) | 0.01% | 1.07% | 0.86% | - |
 Solventum (SOLV) | 0.01% | 0% | 44% | 5/16/2025 |
 PepsiCo (PEP) | 0% | 0% | 0.22% | 1/7/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 23.15% | 23.3% |
| MercadoLibre (MELI) | 7.38% | 7.2% |
| SPDR Gold MiniShares Trust (GLDM) | 4.27% | 5.59% |
| T-Mobile (TMUS) | 4.46% | 4.35% |
| Procter & Gamble (PG) | 4.27% | 4.22% |
| Adobe (ADBE) | 3.92% | 4.11% |
| Deckers (DECK) | 3.56% | 4.06% |
| BYD (01211.HK) | 4.27% | 3.99% |
| Visa (V) | 3.57% | 3.72% |
| Accenture (ACN) | 2.49% | 2.81% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.85% | 2.79% |
| Waste Management (WM) | 2.49% | 2.52% |
| VICI Properties (VICI) | 2.85% | 2.51% |
| Cal-Maine Foods (CALM) | 2.85% | 2.43% |
| Coca-Cola (KO) | 2.14% | 2.22% |
| Xiaomi (1810.HK) | 2.14% | 2.16% |
| Uber (UBER) | 2.07% | 2.11% |
| Marsh & McLennan (MRSH) | 2.14% | 2.08% |
| Salesforce (CRM) | 1.78% | 2.03% |
| Fiserv (FISV) | 3.2% | 1.88% |
| NVIDIA (NVDA) | 1.58% | 1.72% |
| iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 1.78% | 1.71% |
| Lockheed Martin (LMT) | 1.42% | 1.56% |
| Kimberly-Clark (KMB) | 1.78% | 1.5% |
| ConAgra (CAG) | 1.42% | 1.32% |
| Paychex (PAYX) | 1.42% | 1.26% |
| Sprouts (SFM) | 0.83% | 0.85% |
| Toyota (TM) | 0.71% | 0.78% |
| ADP (ADP) | 0.71% | 0.74% |
| PayPal (PYPL) | 0.63% | 0.62% |
| Alibaba (BABA) | 0.52% | 0.52% |
Cash & Instruments Over Time
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