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Portfolio Diversification
Range
Most Diversified
69 instruments
December 17, 2025
Least Diversified
0 instruments
February 15, 2023
Average
28.8 instruments
Most Consistent Holdings
Top 5
UNH80.63%
JNJ80.09%
KO79.94%
GOOG78.48%
MCD74.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| UnitedHealth (UNH) | 6.39% | 0% | 80.63% | 4/20/2026 |
| Coca-Cola (KO) | 4.87% | 0% | 79.94% | 1/26/2026 |
 Microsoft (MSFT) | 4.31% | 0% | 68.99% | 2/26/2026 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.94% | 0% | 10.03% | 9/20/2026 |
 Goldman Sachs (GS) | 3.86% | 0% | 59.49% | 10/2/2025 |
| McDonald's (MCD) | 3.64% | 0% | 74.58% | 1/26/2026 |
 Caterpillar (CAT) | 3.06% | 0% | 57.66% | 10/2/2025 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 2.97% | 0% | 16.85% | 9/20/2026 |
 Home Depot (HD) | 2.94% | 0% | 62.56% | 12/24/2025 |
 Visa (V) | 2.72% | 0% | 70.9% | 4/20/2026 |
| Johnson & Johnson (JNJ) | 2.45% | 0% | 80.09% | 5/4/2026 |
| Alphabet (GOOG) | 2.33% | 0% | 78.48% | 6/18/2026 |
 Honeywell (HON) | 2.13% | 0% | 67.15% | 5/4/2026 |
 American Express (AXP) | 2.06% | 0% | 63.55% | 12/24/2025 |
 3M (MMM) | 1.86% | 0% | 71.29% | 12/24/2025 |
 Amgen (AMGN) | 1.83% | 0% | 52.83% | 12/24/2025 |
 Apple (AAPL) | 1.77% | 0% | 59.95% | 2/9/2026 |
 JPMorgan (JPM) | 1.75% | 0% | 64.09% | 4/20/2026 |
 Mastercard (MA) | 1.64% | 0% | 44.1% | 2/11/2026 |
 Salesforce (CRM) | 1.48% | 0% | 51.23% | 12/24/2025 |
 iShares USD Ultrashort Bond UCITS ETF (ERNA.L) | 1.31% | 0% | 12.71% | 9/20/2026 |
 Costco (COST) | 1.29% | 0% | 33.54% | 2/6/2026 |
 Chevron (CVX.US) | 1.18% | 0% | 53.75% | 5/1/2026 |
 Travelers (TRV) | 1.1% | 0% | 45.94% | 2/4/2026 |
 Disney (DIS) | 1.09% | 0% | 26.57% | 9/23/2024 |
 Amazon (AMZN) | 1.08% | 0% | 47.86% | 5/8/2026 |
 NVIDIA (NVDA) | 1.05% | 0% | 44.72% | 5/8/2026 |
 Netflix (NFLX) | 0.98% | 0% | 22.51% | 10/2/2025 |
 Merck (MRK) | 0.98% | 0% | 57.66% | 2/26/2026 |
 BlackRock (BLK) | 0.96% | 0% | 17.15% | 7/21/2025 |
 Cisco (CSCO) | 0.85% | 0% | 61.64% | 12/24/2025 |
 Meta (META) | 0.85% | 0% | 34.38% | 4/20/2026 |
 Walmart (WMT) | 0.78% | 0% | 50.38% | 2/2/2026 |
 IBM (IBM) | 0.72% | 0% | 36.6% | 12/24/2025 |
 Verizon (VZ) | 0.65% | 0% | 58.88% | 12/24/2025 |
 Eli Lilly (LLY) | 0.63% | 0% | 20.52% | 5/11/2026 |
 Sherwin-Williams (SHW) | 0.59% | 0% | 31.39% | 12/24/2025 |
 Roche (ROP.ZU) | 0.58% | 0% | 25.5% | 4/30/2026 |
 ASML (ASML) | 0.56% | 0% | 21.75% | 9/20/2026 |
 Procter & Gamble (PG) | 0.56% | 0% | 36.52% | 12/24/2025 |
 TSMC (TSM) | 0.54% | 0% | 19.75% | 9/20/2026 |
 Walgreens (WBA) | 0.54% | 0% | 24.73% | 4/10/2024 |
 Broadcom (AVGO) | 0.5% | 0% | 22.36% | 5/7/2026 |
 ExxonMobil (XOM) | 0.5% | 0% | 34.53% | 12/24/2025 |
 AbbVie (ABBV) | 0.5% | 0% | 25.5% | 4/30/2026 |
 Raytheon (RTX) | 0.45% | 0% | 21.13% | 4/28/2026 |
 Realty Income (O) | 0.44% | 0% | 18.99% | 4/10/2024 |
 Tesla (TSLA) | 0.42% | 0% | 23.89% | 9/18/2025 |
 American Tower (AMT) | 0.41% | 0% | 21.21% | 4/29/2026 |
 Texas Instruments (TXN) | 0.41% | 0% | 28.64% | 12/24/2025 |
 Booking (BKNG) | 0.4% | 0% | 21.44% | 5/7/2026 |
 Dow (DOW) | 0.4% | 0% | 30.25% | 11/6/2024 |
 Micron (MU) | 0.37% | 0% | 16.77% | 9/20/2026 |
 Target (TGT) | 0.36% | 0% | 30.4% | 12/24/2025 |
 Oracle (ORCL) | 0.36% | 0% | 23.81% | 10/2/2025 |
 AMD (AMD) | 0.34% | 0% | 22.13% | 9/20/2026 |
 Intel (INTC) | 0.32% | 0% | 30.55% | 9/23/2024 |
 Vistra (VST) | 0.31% | 0% | 22.51% | 10/2/2025 |
 Bitcoin (BTC) | 0.3% | 0% | 22.51% | 10/2/2025 |
 Enterprise Products (EPD) | 0.27% | 0% | 13.78% | 2/24/2026 |
 Morgan Stanley (MS) | 0.26% | 0% | 14.78% | 1/26/2026 |
 Eaton (ETN) | 0.25% | 0% | 15.31% | 9/20/2026 |
 Marvell (MRVL) | 0.24% | 0% | 16.39% | 9/20/2026 |
 Philip Morris (PM) | 0.24% | 0% | 15.54% | 2/5/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.24% | 0% | 11.72% | 12/24/2025 |
 Quanta Services (PWR) | 0.23% | 0% | 15.39% | 9/20/2026 |
 Vertiv (VRT) | 0.23% | 0% | 15.31% | 9/20/2026 |
 Vanguard Morningstar Growth ETF (VUG) | 0.21% | 0% | 10.87% | 12/24/2025 |
 Nike (NKE) | 0.21% | 0% | 12.17% | 9/23/2024 |
 Pfizer (PFE) | 0.2% | 0% | 15.93% | 12/24/2025 |
 Intuitive Surgical (ISRG) | 0.19% | 0% | 13.02% | 5/7/2026 |
 Bloom Energy (BE) | 0.16% | 0% | 11.41% | 9/20/2026 |
 Abbott (ABT.US) | 0.16% | 0% | 12.17% | 12/23/2025 |
 Bank of America (BAC) | 0.16% | 0% | 12.25% | 12/24/2025 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.15% | 0% | 4.06% | 3/30/2026 |
 Wells Fargo (WFC) | 0.15% | 0% | 12.25% | 12/24/2025 |
 Qualcomm (QCOM) | 0.15% | 0% | 11.72% | 12/24/2025 |
 GE Vernova (GEV) | 0.15% | 0% | 9.88% | 9/20/2026 |
 Xtrackers Stoxx Europe 600 UCITS ETF 1C (XSX6.DE) | 0.14% | 0% | 2.22% | 4/30/2026 |
 Uber (UBER) | 0.14% | 0% | 11.72% | 12/24/2025 |
 Charles Schwab (SCHW) | 0.14% | 0% | 11.72% | 12/24/2025 |
 AT&T (T.US) | 0.14% | 0% | 11.72% | 12/24/2025 |
 T-Mobile (TMUS) | 0.14% | 0% | 12.4% | 12/26/2025 |
 Analog Devices (ADI.US) | 0.13% | 0% | 6.89% | 4/28/2026 |
 Macom (MTSI) | 0.13% | 0% | 6.89% | 4/28/2026 |
 Palantir (PLTR) | 0.13% | 0% | 9.72% | 5/8/2026 |
 eToro Group LTD (ETOR) | 0.12% | 0% | 14.62% | 11/24/2025 |
 Energy Transfer (ET) | 0.12% | 0% | 9.04% | 12/24/2025 |
 Boeing (BA) | 0.12% | 0% | 2.99% | 9/23/2024 |
 Palo Alto Networks (PANW) | 0.11% | 0% | 7.5% | 9/20/2026 |
 Synopsys (SNPS) | 0.11% | 0% | 7.58% | 5/7/2026 |
 KLA (KLAC) | 0.11% | 0% | 6.89% | 4/28/2026 |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.1% | 0% | 4.06% | 3/30/2026 |
 JPMorgan Betabuilders US Treasury Bond 0-3 Months UCITS ETF (BB3M.L) | 0.09% | 0% | 2.14% | 4/29/2026 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.09% | 0% | 4.06% | 3/30/2026 |
 CoreWeave Inc (CRWV) | 0.09% | 0% | 8.96% | 9/20/2026 |
 Astera Labs Inc (ALAB) | 0.09% | 0% | 6.89% | 4/28/2026 |
 Iris Energy (IREN) | 0.08% | 0% | 8.96% | 9/20/2026 |
 Core Scientific (CORZ) | 0.07% | 0% | 8.96% | 9/20/2026 |
 Samsung (SMSN.L) | 0.07% | 0% | 3.14% | 6/16/2026 |
 Constellation Energy (CEG) | 0.07% | 0% | 5.36% | 5/7/2026 |
 Arista (ANET) | 0.07% | 0% | 2.91% | 6/5/2026 |
 Nokia (NOK) | 0.06% | 0% | 7.73% | 9/20/2026 |
 Ouster (OUST) | 0.06% | 0% | 5.97% | 9/20/2026 |
 Western Digital (WDC) | 0.06% | 0% | 7.04% | 9/20/2026 |
 Applied Digital (APLD) | 0.02% | 0% | 1.45% | 6/8/2026 |
 Seagate Technology PLC (STX.RTH) | 0.01% | 0% | 1.53% | 12/24/2025 |
 Seagate (STX.US) | 0.01% | 0% | 2.3% | 12/24/2025 |
 ExxonMobil Holdings Corp (XOM.RTH) | 0.01% | 0% | 1.53% | 12/24/2025 |
 ASML Holding NV (ASML.RTH) | 0.01% | 0% | 1.53% | 12/24/2025 |
 McDonald's (MCD.RTH) | 0.01% | 0% | 1.53% | 12/24/2025 |
 Solventum (SOLV) | 0.01% | 0% | 1.07% | 4/16/2024 |
 Merck (MRK.RTH) | 0.01% | 0% | 1.53% | 12/24/2025 |
 Honeywell International Inc (HON.RTH) | 0.01% | 0% | 0.61% | 12/24/2025 |
 Chevron (CVX.RTH) | 0.01% | 0% | 0.61% | 12/24/2025 |
 Uber Technologies Inc. (UBER.RTH) | 0% | 0% | 0.61% | 12/24/2025 |
 Apple (AAPL.RTH) | 0% | 0% | 0.61% | 12/24/2025 |
 American Tower Corp (AMT.RTH) | 0% | 0% | 0.61% | 12/24/2025 |
 Cadence (CDNS) | 0% | 0% | 0.23% | 5/7/2026 |
 Microsoft (MSFT.RTH) | 0% | 0% | 0.61% | 12/24/2025 |
 Walmart (WMT.RTH) | 0% | 0% | 0.61% | 12/24/2025 |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 1.38% | 11/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AbbVie (ABBV) | 4.04% | 4.16% |
| Merck (MRK) | 4.1% | 4.12% |
| Raytheon (RTX) | 4.03% | 4.11% |
| Travelers (TRV) | 3.98% | 4.06% |
| Johnson & Johnson (JNJ) | 3.82% | 4.06% |
| Walmart (WMT) | 3.95% | 4.05% |
| Alphabet (GOOG) | 3.08% | 3.96% |
| McDonald's (MCD) | 3.99% | 3.85% |
| Chevron (CVX.US) | 3.98% | 3.84% |
| TSMC (TSM) | 3.99% | 3.82% |
| Apple (AAPL) | 3.7% | 3.81% |
| Costco (COST) | 3.98% | 3.62% |
| Honeywell (HON) | 3.88% | 3.55% |
| American Tower (AMT) | 3.88% | 3.44% |
| Broadcom (AVGO) | 3.24% | 3.39% |
| NVIDIA (NVDA) | 3.03% | 3.39% |
| UnitedHealth (UNH) | 3.61% | 3.24% |
| Mastercard (MA) | 3.22% | 3.2% |
| JPMorgan (JPM) | 3.02% | 3.16% |
| Morgan Stanley (MS) | 2.74% | 2.98% |
| Visa (V) | 3% | 2.95% |
| Coca-Cola (KO) | 3% | 2.94% |
| Philip Morris (PM) | 3.21% | 2.92% |
| Enterprise Products (EPD) | 3.03% | 2.91% |
| Amazon (AMZN) | 2.94% | 2.91% |
| Roche (ROP.ZU) | 2.62% | 2.87% |
| Booking (BKNG) | 2.92% | 2.78% |
| Microsoft (MSFT) | 2.74% | 2.71% |
| ASML (ASML) | 2% | 1.95% |
Cash & Instruments Over Time
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