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Portfolio Diversification
Range
Most Diversified
10 instruments
February 8, 2025
Least Diversified
0 instruments
October 17, 2024
Average
6.3 instruments
Most Consistent Holdings
Top 5
SPY78.87%
WMT59.13%
JPM51.89%
SWDA.L47.53%
NFLX42.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 16.81% | 0% | 78.87% | 1/20/2026 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 8.79% | 0% | 47.53% | 3/28/2025 |
| Walmart (WMT) | 7.46% | 16.37% | 59.13% | - |
 Amazon (AMZN) | 4.85% | 0% | 36.05% | 2/13/2025 |
 Berkshire Hathaway (BRK.B) | 4.75% | 0% | 34.21% | 1/20/2026 |
| JPMorgan (JPM) | 4.52% | 9.88% | 51.89% | - |
 Rheinmetall (RHM.DE) | 4.36% | 9.29% | 40.99% | - |
 Microsoft (MSFT) | 3.85% | 0% | 27.78% | 10/15/2024 |
 NVIDIA (NVDA) | 3.62% | 0% | 34.56% | 3/11/2025 |
| Netflix (NFLX) | 3.43% | 7.24% | 42.14% | - |
 Visa (V) | 2.31% | 0% | 33.75% | 1/20/2026 |
 Sea (SE) | 2.2% | 3.57% | 39.27% | - |
 Ethereum (ETH) | 1.74% | 0% | 11.71% | 11/18/2025 |
 Broadcom (AVGO) | 1.45% | 0% | 14.47% | 10/15/2024 |
 Meta (META) | 1.17% | 0% | 21.01% | 4/17/2025 |
 Zevra (ZVRA) | 0.58% | 0% | 7.92% | 2/10/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.54% | 0% | 2.18% | 2/4/2024 |
 Apple (AAPL) | 0.52% | 0% | 5.28% | 1/22/2025 |
 Eli Lilly (LLY) | 0.51% | 0% | 7.46% | 4/17/2025 |
 Agnico Eagle (AEM) | 0.49% | 0% | 4.13% | 2/26/2025 |
 Munich Re (MUV2.DE) | 0.48% | 0% | 6.43% | 5/29/2025 |
 Oracle (ORCL) | 0.35% | 0% | 4.82% | 3/5/2025 |
 Intel (INTC) | 0.32% | 0% | 2.18% | 12/3/2024 |
 United Airlines (UAL) | 0.23% | 0% | 2.3% | 12/9/2024 |
 Tesla (TSLA) | 0.22% | 0% | 2.64% | 2/10/2025 |
 Robinhood Markets Inc. (HOOD) | 0.19% | 0% | 2.53% | 3/5/2025 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.18% | 0% | 2.99% | 3/5/2025 |
 Novo-Nordisk (NVO) | 0.04% | 0% | 0.46% | 12/13/2024 |
 Lumen (LUMN) | 0.04% | 0% | 0.57% | 8/5/2024 |
 Alphabet (GOOGL) | 0.03% | 0% | 0.46% | 12/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 23.35% | 25.12% |
| Berkshire Hathaway (BRK.B) | 16.16% | 14.25% |
| Walmart (WMT) | 11.5% | 13.84% |
| JPMorgan (JPM) | 8.62% | 9.92% |
| Rheinmetall (RHM.DE) | 11.14% | 9.9% |
| Netflix (NFLX) | 7.9% | 7.16% |
| Visa (V) | 7.54% | 7.09% |
| Sea (SE) | 6.11% | 5.15% |
Cash & Instruments Over Time
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