Portfolio Diversification
Range
Most Diversified
88 instruments
October 9, 2024
Least Diversified
0 instruments
November 20, 2022
Average
54.4 instruments
Most Consistent Holdings
Top 5
KO99.23%
IAU99.01%
BRK.B97.59%
MCD96.71%
MSFT96.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.89% | 6.08% | 97.59% | - |
 SPDR S&P 500 ETF (SPY) | 5.43% | 4.47% | 95.73% | - |
| McDonald's (MCD) | 3.31% | 1.6% | 96.71% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 2.97% | 0% | 80.5% | 12/19/2024 |
 PayPal (PYPL) | 2.89% | 3.87% | 82.04% | - |
 Nike (NKE) | 2.42% | 1.49% | 93.21% | - |
| Microsoft (MSFT) | 2.09% | 3.07% | 96.06% | - |
 BlackRock (BLK) | 2.09% | 1.77% | 94.3% | - |
| Coca-Cola (KO) | 2.01% | 0.56% | 99.23% | - |
| iShares Gold Trust (IAU) | 1.99% | 1.27% | 99.01% | - |
 ExxonMobil (XOM) | 1.93% | 0.73% | 90.36% | - |
 NVIDIA (NVDA) | 1.86% | 1.72% | 81.49% | - |
 Meta (META) | 1.79% | 2.36% | 92.55% | - |
 Amazon (AMZN) | 1.77% | 3.34% | 86.2% | - |
 PepsiCo (PEP) | 1.68% | 2.27% | 89.59% | - |
 rubymza | 1.51% | 0% | 43.37% | 1/10/2024 |
 iShares Silver Trust (SLV) | 1.47% | 1.51% | 94.74% | - |
 Netflix (NFLX) | 1.46% | 1.67% | 84.01% | - |
 Progressive (PGR) | 1.46% | 0% | 80.72% | 1/13/2025 |
 Eni (ENI.MI) | 1.42% | 1.19% | 77% | - |
 Alphabet (GOOG) | 1.4% | 2.51% | 81.6% | - |
 Enel (ENEL.MI) | 1.36% | 2.18% | 77% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.34% | 1.08% | 94.19% | - |
 Apple (AAPL) | 1.32% | 0.51% | 42.94% | - |
 Alibaba (BABA) | 1.3% | 1.39% | 63.64% | - |
 Bitcoin (BTC) | 1.21% | 2.38% | 55.75% | - |
 Intesa Sanpaolo (ISP.MI) | 1.16% | 0.85% | 79.52% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.14% | 0% | 83.46% | 1/15/2025 |
 Bank of America (BAC) | 1.12% | 1.37% | 90.36% | - |
 Mastercard (MA) | 1.11% | 0% | 92% | 4/4/2025 |
 Walmart (WMT) | 1.08% | 0% | 71.08% | 9/23/2024 |
 Mondelez (MDLZ) | 1.08% | 2.23% | 54.55% | - |
 iShares MSCI China ETF (MCHI) | 1.07% | 0.86% | 89.49% | - |
 Chevron (CVX) | 0.97% | 0% | 82.04% | 3/27/2025 |
 Monster Beverage (MNST) | 0.83% | 1.7% | 42.17% | - |
 Ishares Russell 2000 ETF (IWM) | 0.73% | 1.21% | 52.03% | - |
 BMPS (BMPS.MI) | 0.73% | 0.64% | 50.49% | - |
 Starbucks (SBUX) | 0.71% | 1.58% | 43.81% | - |
 UniCredit (UCG.MI) | 0.67% | 1.47% | 56.85% | - |
 Allianz (ALV.DE) | 0.66% | 0% | 35.05% | 9/23/2024 |
 Philip Morris (PM) | 0.65% | 0% | 35.05% | 9/23/2024 |
 TSMC (TSM) | 0.65% | 0% | 14.79% | 4/20/2023 |
 Man Group (EMG.L) | 0.64% | 1.79% | 42.17% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.63% | 0% | 88.94% | 3/5/2025 |
 Amplifon (AMP.MI) | 0.58% | 1.9% | 41.4% | - |
 Vale (VALE) | 0.56% | 1.71% | 42.17% | - |
 Ethereum (ETH) | 0.55% | 2.22% | 41.4% | - |
 Occidental (OXY) | 0.54% | 1.54% | 42.17% | - |
 Palo Alto Networks (PANW) | 0.5% | 0% | 70.32% | 5/7/2025 |
 Broadcom (AVGO) | 0.49% | 1.44% | 42.28% | - |
 Banco BPM (BAMI.MI) | 0.47% | 0% | 15.99% | 6/30/2023 |
 Comcast (CMCSA) | 0.45% | 1.08% | 42.28% | - |
 Moody's (MCO) | 0.44% | 0% | 65.5% | 12/19/2024 |
 BPER Banca (BPE.MI) | 0.38% | 1.04% | 43.81% | - |
 Dell (DELL) | 0.36% | 1.26% | 26.4% | - |
 Halliburton (HAL) | 0.36% | 0.64% | 42.28% | - |
 NetEase (NTES) | 0.36% | 0% | 20.7% | 6/13/2023 |
 Merck (MRK) | 0.35% | 1.61% | 29.46% | - |
 Scorpio Tankers (STNG) | 0.35% | 0% | 23.99% | 6/4/2024 |
 ASML (ASML.NV) | 0.35% | 1.31% | 27.6% | - |
 Supermicro (SMCI) | 0.34% | 0% | 22.67% | 11/13/2024 |
 Campari (CPR.MI) | 0.32% | 0% | 27.16% | 11/17/2023 |
 Pfizer (PFE) | 0.32% | 1.24% | 27.6% | - |
 TotalEnergies (TTE.PA) | 0.31% | 0.89% | 27.49% | - |
 Iveco (IVG.MI) | 0.29% | 0% | 26.73% | 1/15/2025 |
 Sirius XM (SIRI) | 0.29% | 0.68% | 42.17% | - |
 AerCap (AER) | 0.28% | 0% | 48.19% | 4/7/2025 |
 Stellantis (STLAM.MI) | 0.27% | 0.86% | 27.82% | - |
 Global X Uranium ETF (URA) | 0.25% | 0% | 39.54% | 9/23/2024 |
 Novo-Nordisk (NVO) | 0.24% | 1.78% | 17.31% | - |
 US Bancorp (USB) | 0.23% | 1.22% | 31.11% | - |
 AbbVie (ABBV) | 0.23% | 0% | 16.32% | 9/23/2024 |
 Banca Mediolanum (BMED.MI) | 0.23% | 0.63% | 42.17% | - |
 D.R. Horton (DHI) | 0.22% | 0.66% | 30.45% | - |
 Main Street Capital (MAIN) | 0.22% | 0% | 9.2% | 1/29/2024 |
 BAT (BATS.L) | 0.22% | 0.73% | 27.6% | - |
 AESI Holdings (AESI) | 0.21% | 0% | 10.51% | 4/15/2024 |
 Shopify (SHOP) | 0.2% | 0% | 25.85% | 1/29/2024 |
 PDD Holdings (PDD) | 0.2% | 0.55% | 26.4% | - |
 LVMH (MC.PA) | 0.2% | 0% | 10.62% | 3/14/2023 |
 Baidu (BIDU) | 0.19% | 0.67% | 27.05% | - |
 iliescu2605 | 0.18% | 0% | 5.26% | 2/3/2023 |
 RWE (RWE.DE) | 0.18% | 0% | 23.88% | 5/15/2025 |
 Uber (UBER) | 0.18% | 0% | 17.09% | 10/14/2024 |
 Leonardo DRS (DRS) | 0.17% | 0% | 30.45% | 2/14/2025 |
 BioMarin (BMRN) | 0.17% | 0.65% | 27.6% | - |
 Taboola (TBLA) | 0.17% | 0.26% | 53.78% | - |
 Micron (MU) | 0.17% | 0.37% | 43.81% | - |
 T-Mobile (TMUS) | 0.16% | 0% | 22.56% | 9/23/2024 |
 Trex8u247 | 0.16% | 0% | 4.71% | 1/17/2023 |
 CONSOL Energy (CNR) | 0.16% | 0% | 18.84% | 11/5/2024 |
 Celsius (CELH) | 0.16% | 0.32% | 42.61% | - |
 Generali (G.MI) | 0.16% | 0% | 27.16% | 9/23/2024 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.15% | 0% | 8.76% | 3/20/2023 |
 Repsol (REP.MC) | 0.15% | 0.42% | 27.49% | - |
 Unipol (UNI.MI) | 0.15% | 0% | 8.87% | 5/11/2023 |
 WarrenBuffet-CF | 0.15% | 0% | 1.64% | 12/15/2022 |
 Arkema (AKE.PA) | 0.15% | 0.71% | 17.31% | - |
 Activision Blizzard, Inc. (ATVI) | 0.14% | 0% | 10.73% | 3/13/2023 |
 Procter & Gamble (PG) | 0.14% | 0.38% | 6.13% | - |
 BBVA (BBVA.MC) | 0.14% | 0% | 14.24% | 2/6/2025 |
 Altria (MO) | 0.14% | 0.46% | 27.6% | - |
 Fiverr (FVRR) | 0.13% | 0% | 37.46% | 1/8/2025 |
 Rolls-Royce (RR.L) | 0.13% | 0% | 6.68% | 4/16/2024 |
 Udemy (UDMY) | 0.12% | 0.17% | 53.78% | - |
 Upwork (UPWK) | 0.12% | 0% | 35.27% | 12/19/2024 |
 ICICI Bank (IBN) | 0.11% | 0% | 23% | 5/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0% | 4.38% | 5/14/2025 |
 Drax Group (DRX.L) | 0.11% | 0% | 6.68% | 5/17/2023 |
 SSE (SSE.L) | 0.11% | 0.87% | 17.31% | - |
 Ping An (2318.HK) | 0.11% | 0.37% | 26.94% | - |
 Builders FirstSource (BLDR) | 0.1% | 0% | 14.79% | 9/23/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.1% | 0.93% | 10.41% | - |
 UnitedHealth (UNH) | 0.09% | 1.32% | 17.2% | - |
 Airbus (AIR.PA) | 0.09% | 0% | 12.05% | 1/15/2025 |
 Abrdn Platinum ETF Trust (PPLT) | 0.09% | 0% | 5.26% | 2/15/2023 |
 BCE (BCE) | 0.09% | 0% | 13.58% | 2/10/2025 |
 Zimmer Biomet (ZBH) | 0.08% | 0% | 20.59% | 4/4/2025 |
 BNY Mellon (BK) | 0.08% | 0% | 14.24% | 9/23/2024 |
 Rocket Lab (RKLB) | 0.08% | 0% | 20.04% | 8/1/2024 |
 Turtle Beach (TBCH) | 0.07% | 0% | 12.16% | 5/20/2024 |
 AlexandruCinca | 0.07% | 0% | 2.08% | 12/23/2022 |
 Saipem (SPM.MI) | 0.07% | 0% | 6.9% | 5/27/2024 |
 Ardmore Shipping (ASC) | 0.07% | 0% | 11.17% | 6/4/2024 |
 CPHequities | 0.07% | 0% | 1.97% | 12/22/2022 |
 Whitehaven Coal (WHC.ASX) | 0.06% | 0% | 6.35% | 2/19/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.06% | 0% | 0.88% | 5/12/2023 |
 CCB (0939.HK) | 0.05% | 0% | 8.54% | 12/20/2024 |
 Sumitomo Mitsui (SMFG) | 0.05% | 0% | 3.07% | 5/10/2023 |
 Delta (DAL) | 0.05% | 0% | 10.3% | 1/10/2025 |
 PulteGroup (PHM) | 0.05% | 0.78% | 11.06% | - |
 iRobot (IRBT) | 0.05% | 0% | 4.6% | 6/21/2023 |
 Goldman Sachs (GS) | 0.04% | 0.48% | 9.75% | - |
 Coursera (COUR) | 0.04% | 0% | 13.69% | 6/4/2024 |
 Toyota (TM) | 0.04% | 0% | 9.97% | 1/7/2025 |
 CVS Health (CVS) | 0.04% | 0% | 4.6% | 6/5/2023 |
 JPMorgan (JPM) | 0.04% | 0.41% | 9.64% | - |
 Daimler Truck (DTG.DE) | 0.04% | 0% | 11.39% | 1/20/2025 |
 EUR/USD (EURUSD) | 0.04% | 0% | 0.44% | 4/24/2023 |
 Axcelis (ACLS) | 0.04% | 0% | 4.93% | 7/28/2023 |
 Kering (KER.PA) | 0.03% | 0% | 4.49% | 2/20/2024 |
 Disney (DIS) | 0.03% | 0% | 1.97% | 12/22/2022 |
 ACM Research (ACMR) | 0.02% | 0.19% | 6.57% | - |
 Wise (WISE.L) | 0.02% | 0% | 5.15% | 11/11/2024 |
 Abbott (ABT) | 0.02% | 0% | 1.64% | 12/29/2022 |
 Vodafone (VOD) | 0.02% | 0% | 3.07% | 6/27/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.02% | 0% | 1.2% | 12/13/2022 |
 EVgo (EVGO) | 0.02% | 0% | 3.5% | 3/1/2024 |
 Coherus (CHRS) | 0.02% | 0% | 2.3% | 6/15/2023 |
 JD.com (JD.US) | 0.02% | 0% | 4.82% | 3/14/2024 |
 Petrobras (PBR.A) | 0.02% | 0.83% | 3.29% | - |
 Rentokil (RTO.L) | 0.02% | 0% | 3.72% | 11/11/2024 |
 eToro Group LTD (ETOR) | 0.01% | 0.54% | 2.63% | - |
 Casino (CO.PA) | 0.01% | 0% | 0.77% | 5/17/2023 |
 Santander (SAN.MC) | 0.01% | 0% | 3.5% | 3/1/2024 |
 Under Armour (UA) | 0.01% | 0% | 1.75% | 2/14/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.11% | 5/24/2023 |
 SentinelOne (S.US) | 0.01% | 0% | 1.75% | 5/31/2024 |
 NEXTracker (NXT.US) | 0% | 0% | 0.55% | 5/15/2024 |
 Fetch.ai (FET) | 0% | 0% | 2.96% | 2/14/2024 |
 GigaCloud (GCT) | 0% | 0% | 0.66% | 5/29/2024 |
 Telecom Italia (TIT.MI) | 0% | 0% | 0.11% | 2/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 4.53% | 6.03% |
| SPDR S&P 500 ETF (SPY) | 3.62% | 4.72% |
| PayPal (PYPL) | 3.14% | 3.67% |
| Alibaba (BABA) | 2.86% | 2.85% |
| Mondelez (MDLZ) | 2.71% | 2.17% |
| BMPS (BMPS.MI) | 1.36% | 2.13% |
| Man Group (EMG.L) | 2.41% | 2.11% |
| Enel (ENEL.MI) | 1.9% | 1.98% |
| Monster Beverage (MNST) | 2.13% | 1.96% |
| PepsiCo (PEP) | 2.26% | 1.95% |
| Nike (NKE) | 3.17% | 1.93% |
| Alphabet (GOOG) | 1.36% | 1.76% |
| Vale (VALE) | 2.38% | 1.72% |
| ExxonMobil (XOM) | 1.81% | 1.68% |
| Microsoft (MSFT) | 1.67% | 1.67% |
| Occidental (OXY) | 2.05% | 1.66% |
| ASML (ASML.NV) | 1.81% | 1.65% |
| McDonald's (MCD) | 1.63% | 1.63% |
| NVIDIA (NVDA) | 0.37% | 1.56% |
| Starbucks (SBUX) | 1.62% | 1.53% |
| Amazon (AMZN) | 1.36% | 1.5% |
| Broadcom (AVGO) | 0.91% | 1.46% |
| TotalEnergies (TTE.PA) | 1.66% | 1.46% |
| Intesa Sanpaolo (ISP.MI) | 1.2% | 1.38% |
| Dell (DELL) | 1.49% | 1.37% |
| Amplifon (AMP.MI) | 1.55% | 1.37% |
| Ishares Russell 2000 ETF (IWM) | 1.31% | 1.36% |
| iShares Silver Trust (SLV) | 1.15% | 1.31% |
| BBVA (BBVA.MC) | 1.41% | 1.3% |
| Pfizer (PFE) | 1.49% | 1.3% |
| Eni (ENI.MI) | 1.36% | 1.26% |
| UniCredit (UCG.MI) | 1.26% | 1.23% |
| Merck (MRK) | 1.36% | 1.2% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.91% | 1.16% |
| Netflix (NFLX) | 0.45% | 1.13% |
| iShares Gold Trust (IAU) | 0.81% | 1.09% |
| Bank of America (BAC) | 0.91% | 1.07% |
| Meta (META) | 0.42% | 1.05% |
| BPER Banca (BPE.MI) | 0.91% | 1.03% |
| PDD Holdings (PDD) | 1.36% | 0.98% |
| Mastercard (MA) | 0.72% | 0.98% |
| BAT (BATS.L) | 0.99% | 0.96% |
| Comcast (CMCSA) | 1.08% | 0.95% |
| Repsol (REP.MC) | 1% | 0.95% |
| Stellantis (STLAM.MI) | 1.06% | 0.94% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.91% | 0.9% |
| Leonardo DRS (DRS) | 0.7% | 0.81% |
| iShares MSCI China ETF (MCHI) | 0.91% | 0.79% |
| BCE (BCE) | 1.08% | 0.78% |
| RWE (RWE.DE) | 0.89% | 0.78% |
| Sirius XM (SIRI) | 0.98% | 0.77% |
| Chevron (CVX) | 0.91% | 0.75% |
| Novo-Nordisk (NVO) | 0.78% | 0.72% |
| Baidu (BIDU) | 0.91% | 0.71% |
| Arkema (AKE.PA) | 0.68% | 0.64% |
| Iveco (IVG.MI) | 0.64% | 0.6% |
| Progressive (PGR) | 0.35% | 0.56% |
| AerCap (AER) | 0.45% | 0.54% |
| Palo Alto Networks (PANW) | 0.45% | 0.52% |
| Banca Mediolanum (BMED.MI) | 0.53% | 0.52% |
| Coca-Cola (KO) | 0.58% | 0.52% |
| iShares Core Dividend Growth ETF (DGRO) | 0.46% | 0.51% |
| Delta (DAL) | 0.45% | 0.51% |
| ICICI Bank (IBN) | 0.52% | 0.5% |
| Airbus (AIR.PA) | 0.45% | 0.48% |
| Halliburton (HAL) | 0.51% | 0.46% |
| Toyota (TM) | 0.45% | 0.46% |
| Altria (MO) | 0.46% | 0.44% |
| BlackRock (BLK) | 0.34% | 0.43% |
| UnitedHealth (UNH) | 0.45% | 0.42% |
| Zimmer Biomet (ZBH) | 0.45% | 0.41% |
| Ping An (2318.HK) | 0.47% | 0.4% |
| US Bancorp (USB) | 0.41% | 0.4% |
| BioMarin (BMRN) | 0.45% | 0.39% |
| Fiverr (FVRR) | 0.36% | 0.39% |
| Ethereum (ETH) | 0.45% | 0.36% |
| Daimler Truck (DTG.DE) | 0.34% | 0.34% |
| SSE (SSE.L) | 0.36% | 0.34% |
| Micron (MU) | 0.45% | 0.31% |
| Taboola (TBLA) | 0.36% | 0.28% |
| Celsius (CELH) | 0.75% | 0.22% |
| Udemy (UDMY) | 0.36% | 0.19% |