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Portfolio Diversification
Range
Most Diversified
88 instruments
October 9, 2024
Least Diversified
0 instruments
November 20, 2022
Average
55.8 instruments
Most Consistent Holdings
Top 5
IAU98.87%
BRK.B97.89%
MCD97.28%
MSFT96.83%
SPY96.6%
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) | 6.46% | 5.41% | 97.89% | - |
| State Street SPDR S&P 500 ETF (SPY) | 5.12% | 4.72% | 96.6% | - |
 PayPal (PYPL) | 2.79% | 2.88% | 87.16% | - |
| McDonald's (MCD) | 2.71% | 1.16% | 97.28% | - |
| Microsoft (MSFT) | 2.47% | 3.47% | 96.83% | - |
 Amazon (AMZN) | 2.31% | 3.73% | 90.03% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 2.2% | 1.34% | 69.56% | - |
 Meta (META) | 2.04% | 3.07% | 94.41% | - |
 Alphabet (GOOG) | 2.03% | 3.39% | 86.86% | - |
 BlackRock (BLK) | 2.02% | 2.14% | 95.62% | - |
 NVIDIA (NVDA) | 1.92% | 2.36% | 86.78% | - |
 Nike (NKE) | 1.9% | 0% | 79.83% | 12/30/2025 |
| iShares Gold Trust (IAU) | 1.81% | 1.34% | 98.87% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.69% | 13.55% | 17.15% | - |
 Netflix (NFLX) | 1.67% | 2.54% | 88.52% | - |
 PepsiCo (PEP) | 1.59% | 0.52% | 92.3% | - |
 Bitcoin (BTC) | 1.53% | 2.93% | 69.03% | - |
 Coca-Cola (KO) | 1.5% | 0% | 81.8% | 12/1/2025 |
 Eni (ENI.MI) | 1.49% | 2.06% | 83.69% | - |
 ExxonMobil (XOM) | 1.36% | 0% | 66.24% | 7/29/2025 |
 Mondelez (MDLZ) | 1.3% | 1.54% | 68.2% | - |
 iShares Silver Trust (SLV) | 1.29% | 0% | 83.46% | 2/2/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.26% | 1.17% | 95.24% | - |
 Alibaba (BABA) | 1.24% | 1.07% | 74.32% | - |
 Bank of America (BAC) | 1.23% | 1.79% | 92.9% | - |
 Enel (ENEL.MI) | 1.18% | 0% | 64.88% | 11/10/2025 |
 Intesa Sanpaolo (ISP.MI) | 1.06% | 0.93% | 85.42% | - |
 rubymza | 1.04% | 0% | 29.91% | 1/10/2024 |
 Progressive (PGR) | 1.01% | 0% | 55.66% | 1/13/2025 |
 iShares MSCI China ETF (MCHI) | 0.99% | 0.71% | 91.84% | - |
 Apple (AAPL) | 0.93% | 0% | 34.59% | 8/12/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.89% | 1.42% | 66.47% | - |
 Ethereum (ETH) | 0.87% | 1.92% | 59.14% | - |
 Amplifon (AMP.MI) | 0.85% | 1.3% | 59.14% | - |
 UniCredit (UCG.MI) | 0.81% | 1.18% | 69.79% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.79% | 0% | 57.55% | 1/15/2025 |
 Mastercard (MA) | 0.77% | 0% | 63.44% | 4/4/2025 |
 Comcast (CMCSA) | 0.76% | 1.08% | 59.74% | - |
 Walmart (WMT) | 0.75% | 0% | 49.02% | 9/23/2024 |
 Starbucks (SBUX) | 0.75% | 0% | 48.87% | 2/9/2026 |
 Man Group (EMG.L) | 0.71% | 0% | 46.22% | 1/20/2026 |
 BMPS (BMPS.MI) | 0.7% | 0.87% | 65.33% | - |
 Pfizer (PFE) | 0.68% | 1.61% | 49.62% | - |
 Chevron (CVX.US) | 0.67% | 0% | 56.57% | 3/27/2025 |
 BioMarin (BMRN) | 0.63% | 1.72% | 49.62% | - |
 Vale (VALE) | 0.63% | 0% | 48.94% | 2/25/2026 |
 Monster Beverage (MNST) | 0.62% | 0% | 33.01% | 7/29/2025 |
 Occidental (OXY) | 0.59% | 0% | 44.71% | 12/31/2025 |
 Merck (MRK) | 0.57% | 0.65% | 50.91% | - |
 TotalEnergies (TTE.PA) | 0.56% | 0.82% | 49.55% | - |
 Novo-Nordisk (NVO) | 0.52% | 1.22% | 42.52% | - |
 Broadcom (AVGO) | 0.51% | 0% | 43.35% | 12/12/2025 |
 Allianz (ALV.DE) | 0.46% | 0% | 24.17% | 9/23/2024 |
 Philip Morris (PM) | 0.45% | 0% | 24.17% | 9/23/2024 |
 Salesforce (CRM) | 0.45% | 1.93% | 23.87% | - |
 BPER Banca (BPE.MI) | 0.45% | 0% | 54.31% | 4/28/2026 |
 TSMC (TSM) | 0.45% | 0% | 10.2% | 4/20/2023 |
 Sodexo (SW.PA) | 0.43% | 0.43% | 28.32% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.43% | 0% | 61.33% | 3/5/2025 |
 Adobe (ADBE) | 0.43% | 1.72% | 24.02% | - |
 Petrobras (PBR.A) | 0.43% | 1.1% | 32.85% | - |
 Stellantis (STLAM.MI) | 0.39% | 0.4% | 49.77% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.39% | 1% | 37.76% | - |
 Scorpio Tankers (STNG) | 0.38% | 0% | 27.19% | 11/25/2025 |
 ASML (ASML.NV) | 0.35% | 0% | 30.89% | 11/11/2025 |
 Halliburton (HAL) | 0.35% | 0% | 40.94% | 11/11/2025 |
 Palo Alto Networks (PANW) | 0.34% | 0% | 48.49% | 5/7/2025 |
 Sirius XM (SIRI) | 0.33% | 0% | 44.71% | 12/31/2025 |
 easyJet (EZJ.L) | 0.33% | 0% | 21.45% | 6/18/2026 |
 Banco BPM (BAMI.MI) | 0.32% | 0% | 11.03% | 6/30/2023 |
 US Bancorp (USB) | 0.31% | 0% | 33.23% | 11/10/2025 |
 Moody's (MCO) | 0.31% | 0% | 45.17% | 12/19/2024 |
 Dell (DELL) | 0.3% | 0% | 22.36% | 8/1/2025 |
 UnitedHealth (UNH) | 0.3% | 0.65% | 42.45% | - |
 PDD Holdings (PDD) | 0.3% | 0.39% | 48.79% | - |
 Arkema (AKE.PA) | 0.26% | 0% | 30.74% | 2/11/2026 |
 NetEase (NTES) | 0.25% | 0% | 14.27% | 6/13/2023 |
 Aalberts (AALB.NV) | 0.24% | 0% | 18.28% | 5/4/2026 |
 Supermicro (SMCI) | 0.23% | 0% | 15.63% | 11/13/2024 |
 Shift4 (FOUR) | 0.23% | 0.82% | 23.34% | - |
 Matador (MTDR) | 0.22% | 1.09% | 15.86% | - |
 Campari (CPR.MI) | 0.22% | 0% | 18.73% | 11/17/2023 |
 Suzano SA-ADR (SUZ) | 0.21% | 1.33% | 16.92% | - |
 Iveco (IVG.MI) | 0.2% | 0% | 18.43% | 1/15/2025 |
 D.R. Horton (DHI) | 0.2% | 0% | 27.57% | 9/2/2025 |
 Banca Mediolanum (BMED.MI) | 0.2% | 0% | 35.57% | 9/1/2025 |
 BAT (BATS.L) | 0.2% | 0% | 25.08% | 8/26/2025 |
 AerCap (AER) | 0.19% | 0% | 33.23% | 4/7/2025 |
 Baidu (BIDU) | 0.19% | 0% | 28.02% | 10/9/2025 |
 Global X Uranium ETF (URA) | 0.17% | 0% | 27.27% | 9/23/2024 |
 Celsius (CELH) | 0.17% | 0% | 44.86% | 12/30/2025 |
 eToro Group LTD (ETOR) | 0.17% | 0.49% | 32.4% | - |
 AECOM (ACM) | 0.16% | 1.33% | 14.35% | - |
 AbbVie (ABBV) | 0.16% | 0% | 11.25% | 9/23/2024 |
 Main Street Capital (MAIN) | 0.15% | 0% | 6.34% | 1/29/2024 |
 Taboola (TBLA) | 0.15% | 0% | 52.34% | 12/26/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.15% | 0% | 9.89% | 4/27/2026 |
 AESI Holdings (AESI) | 0.14% | 0% | 7.25% | 4/15/2024 |
 Shopify (SHOP) | 0.14% | 0% | 17.82% | 1/29/2024 |
 LVMH (MC.PA) | 0.14% | 0% | 7.33% | 3/14/2023 |
 Procter & Gamble (PG) | 0.13% | 0% | 13.37% | 2/9/2026 |
 iliescu2605 | 0.13% | 0% | 3.63% | 2/3/2023 |
 RWE (RWE.DE) | 0.12% | 0% | 16.47% | 5/15/2025 |
 Uber (UBER) | 0.12% | 0% | 11.78% | 10/14/2024 |
 Micron (MU) | 0.12% | 0% | 32.02% | 7/1/2025 |
 Repsol (REP.MC) | 0.12% | 0% | 22.89% | 7/29/2025 |
 Zebra (ZBRA) | 0.12% | 0.34% | 17.07% | - |
 Leonardo DRS (DRS) | 0.12% | 0% | 21% | 2/14/2025 |
 T-Mobile (TMUS) | 0.11% | 0% | 15.56% | 9/23/2024 |
 Trex8u247 | 0.11% | 0% | 3.25% | 1/17/2023 |
 CONSOL Energy (CNR) | 0.11% | 0% | 12.99% | 11/5/2024 |
 Generali (G.MI) | 0.11% | 0% | 18.73% | 9/23/2024 |
 Altria (MO) | 0.11% | 0% | 22.96% | 7/29/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.1% | 0% | 6.04% | 3/20/2023 |
 Udemy (UDMY) | 0.1% | 0% | 51.66% | 12/17/2025 |
 Unipol (UNI.MI) | 0.1% | 0% | 6.12% | 5/11/2023 |
 WarrenBuffet-CF | 0.1% | 0% | 1.13% | 12/15/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.1% | 0% | 7.4% | 3/13/2023 |
 SSE (SSE.L) | 0.1% | 0% | 14.43% | 7/10/2025 |
 BBVA (BBVA.MC) | 0.1% | 0% | 9.82% | 2/6/2025 |
 Hikma (HIK.L) | 0.09% | 1.26% | 11.93% | - |
 Fiverr (FVRR) | 0.09% | 0% | 25.83% | 1/8/2025 |
 Rolls-Royce (RR.L) | 0.09% | 0% | 4.61% | 4/16/2024 |
 PulteGroup (PHM) | 0.09% | 0% | 14.2% | 9/2/2025 |
 Ping An (2318.HK) | 0.09% | 0% | 22.58% | 7/30/2025 |
 Workday (WDAY) | 0.09% | 1.57% | 6.19% | - |
 Abercrombie & Fitch (ANF) | 0.08% | 0% | 5.14% | 11/25/2025 |
 Upwork (UPWK) | 0.08% | 0% | 24.32% | 12/19/2024 |
 Booking (BKNG) | 0.08% | 0% | 4.53% | 6/29/2026 |
 ICICI Bank (IBN) | 0.08% | 0% | 15.86% | 5/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.08% | 0% | 3.02% | 5/14/2025 |
 Drax Group (DRX.L) | 0.08% | 0% | 4.61% | 5/17/2023 |
 Builders FirstSource (BLDR) | 0.07% | 0% | 10.2% | 9/23/2024 |
 Amadeus (AMS.MC) | 0.07% | 1.13% | 6.04% | - |
 Goldman Sachs (GS) | 0.07% | 0% | 13.29% | 9/2/2025 |
 Airbus (AIR.PA) | 0.06% | 0% | 8.31% | 1/15/2025 |
 Abrdn Platinum ETF Trust (PPLT) | 0.06% | 0% | 3.63% | 2/15/2023 |
 BCE (BCE) | 0.06% | 0% | 9.37% | 2/10/2025 |
 Zimmer Biomet (ZBH) | 0.06% | 0% | 14.2% | 4/4/2025 |
 JPMorgan (JPM) | 0.06% | 0% | 13.22% | 9/2/2025 |
 BNY Mellon (BNY) | 0.05% | 0% | 9.82% | 9/23/2024 |
 Rocket Lab (RKLB) | 0.05% | 0% | 13.82% | 8/1/2024 |
 Turtle Beach (TBCH) | 0.05% | 0% | 8.38% | 5/20/2024 |
 AlexandruCinca | 0.05% | 0% | 1.44% | 12/23/2022 |
 Saipem (SPM.MI) | 0.05% | 0% | 4.76% | 5/27/2024 |
 Ardmore Shipping (ASC) | 0.05% | 0% | 7.7% | 6/4/2024 |
 CPHequities | 0.05% | 0% | 1.36% | 12/22/2022 |
 Whitehaven Coal (WHC.ASX) | 0.04% | 0% | 4.38% | 2/19/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.6% | 5/12/2023 |
 CCB (0939.HK) | 0.04% | 0% | 5.89% | 12/20/2024 |
 Sumitomo Mitsui (SMFG) | 0.04% | 0% | 2.11% | 5/10/2023 |
 Delta (DAL) | 0.04% | 0% | 7.1% | 1/10/2025 |
 iRobot (IRBTQ) | 0.03% | 0% | 3.17% | 6/21/2023 |
 Coursera (COUR) | 0.03% | 0% | 9.44% | 6/4/2024 |
 Toyota (TM) | 0.03% | 0% | 6.87% | 1/7/2025 |
 CVS Health (CVS) | 0.03% | 0% | 3.17% | 6/5/2023 |
 Daimler Truck (DTG.DE) | 0.03% | 0% | 7.85% | 1/20/2025 |
 EUR/USD (EURUSD) | 0.03% | 0% | 0.3% | 4/24/2023 |
 Axcelis (ACLS) | 0.03% | 0% | 3.4% | 7/28/2023 |
 ACM Research (ACMR) | 0.02% | 0% | 8.46% | 7/29/2025 |
 Citi (C) | 0.02% | 0% | 3.1% | 12/9/2025 |
 Kering (KER.PA) | 0.02% | 0% | 3.1% | 2/20/2024 |
 Disney (DIS) | 0.02% | 0% | 1.36% | 12/22/2022 |
 Lamb Weston (LW) | 0.02% | 0% | 2.11% | 2/5/2026 |
 Wise (WISE.L) | 0.02% | 0% | 3.55% | 11/11/2024 |
 Abbott (ABT.US) | 0.02% | 0% | 1.13% | 12/29/2022 |
 Vodafone (VOD) | 0.01% | 0% | 2.11% | 6/27/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.01% | 0% | 0.83% | 12/13/2022 |
 EVgo (EVGO) | 0.01% | 0% | 2.42% | 3/1/2024 |
 Coherus (CHRS) | 0.01% | 0% | 1.59% | 6/15/2023 |
 JD.com (JD.US) | 0.01% | 0% | 3.32% | 3/14/2024 |
 Rentokil (RTO.L) | 0.01% | 0% | 2.57% | 11/11/2024 |
 Casino (CO.PA) | 0.01% | 0% | 0.53% | 5/17/2023 |
 Interpump (IP.MI) | 0.01% | 0.79% | 1.13% | - |
 McKesson (MCK) | 0.01% | 0.8% | 1.13% | - |
 Santander (SAN.MC) | 0.01% | 0% | 2.42% | 3/1/2024 |
 Under Armour (UA) | 0.01% | 0% | 1.21% | 2/14/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.08% | 5/24/2023 |
 SentinelOne (S.US) | 0% | 0% | 1.21% | 5/31/2024 |
 NEXTracker (NXT.US) | 0% | 0% | 0.38% | 5/15/2024 |
 Fetch.ai (FET) | 0% | 0% | 2.04% | 2/14/2024 |
 GigaCloud (GCT) | 0% | 0% | 0.45% | 5/29/2024 |
 Telecom Italia (TIT.MI) | 0% | 0% | 0.08% | 2/9/2023 |
 BNP Paribas (BNP.PA) | 0% | 0% | 0.15% | 9/4/2025 |
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) | 8.32% | 7.28% |
| Berkshire Hathaway (BRK.B) | 4.28% | 5.76% |
| State Street SPDR S&P 500 ETF (SPY) | 3.12% | 4.46% |
| Alphabet (GOOG) | 2.13% | 3.94% |
| Amazon (AMZN) | 3.56% | 3.68% |
| Microsoft (MSFT) | 3.51% | 3.52% |
| Meta (META) | 2.28% | 2.76% |
| PayPal (PYPL) | 3.67% | 2.75% |
| easyJet (EZJ.L) | 2.4% | 2.28% |
| Salesforce (CRM) | 2.34% | 2.26% |
| BioMarin (BMRN) | 2.49% | 2.22% |
| NVIDIA (NVDA) | 0.72% | 2.15% |
| Adobe (ADBE) | 2.4% | 2.13% |
| Comcast (CMCSA) | 2.57% | 2% |
| Sodexo (SW.PA) | 2.57% | 1.99% |
| Bitcoin (BTC) | 2.38% | 1.92% |
| Amplifon (AMP.MI) | 3.05% | 1.71% |
| BlackRock (BLK) | 1.66% | 1.68% |
| Pfizer (PFE) | 2.07% | 1.67% |
| Bank of America (BAC) | 1.29% | 1.65% |
| Man Group (EMG.L) | 1.88% | 1.62% |
| Mondelez (MDLZ) | 2.34% | 1.58% |
| Aalberts (AALB.NV) | 1.79% | 1.56% |
| Eni (ENI.MI) | 1.44% | 1.54% |
| PepsiCo (PEP) | 1.95% | 1.49% |
| TotalEnergies (TTE.PA) | 1.67% | 1.45% |
| Matador (MTDR) | 1.64% | 1.45% |
| iShares Gold Trust (IAU) | 0.69% | 1.45% |
| iShares Silver Trust (SLV) | 0.52% | 1.44% |
| McDonald's (MCD) | 1.4% | 1.4% |
| Netflix (NFLX) | 0.91% | 1.36% |
| Petrobras (PBR.A) | 1.45% | 1.3% |
| Starbucks (SBUX) | 1.59% | 1.3% |
| Catalyst Pharmaceuticals (CPRX) | 1.48% | 1.27% |
| Ishares Russell 2000 ETF (IWM) | 1.13% | 1.23% |
| Shift4 (FOUR) | 1.71% | 1.11% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.78% | 1.09% |
| iShares Physical Gold ETC (PPFB.DE) | 0.89% | 1.07% |
| Novo-Nordisk (NVO) | 1.83% | 1.06% |
| UniCredit (UCG.MI) | 0.62% | 1.06% |
| Suzano SA-ADR (SUZ) | 1.15% | 1.02% |
| Alibaba (BABA) | 0.58% | 1% |
| Arkema (AKE.PA) | 1.4% | 0.97% |
| Intesa Sanpaolo (ISP.MI) | 0.39% | 0.9% |
| Merck (MRK) | 0.98% | 0.89% |
| BPER Banca (BPE.MI) | 0.39% | 0.85% |
| iShares MSCI China ETF (MCHI) | 0.78% | 0.82% |
| Ethereum (ETH) | 0.61% | 0.81% |
| Stellantis (STLAM.MI) | 1.31% | 0.81% |
| BMPS (BMPS.MI) | 0.39% | 0.72% |
| Zebra (ZBRA) | 0.8% | 0.66% |
| PDD Holdings (PDD) | 0.78% | 0.54% |
| Vale (VALE) | 0.52% | 0.53% |
| UnitedHealth (UNH) | 0.78% | 0.51% |
| eToro Group LTD (ETOR) | 0.96% | 0.48% |
Cash & Instruments Over Time
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