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Portfolio Diversification
Range
Most Diversified
28 instruments
November 3, 2025
Least Diversified
0 instruments
December 31, 2025
Average
9.2 instruments
Most Consistent Holdings
Top 5
AAPL99.66%
V99.66%
RACE99.66%
KTOS99.66%
IUSA.L99.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 44.51% | 15.26% | 99.55% | - |
| Ferrari (RACE) | 16.64% | 2.95% | 99.66% | - |
| Apple (AAPL) | 12.87% | 1.14% | 99.66% | - |
| Visa (V) | 12.78% | 5.3% | 99.66% | - |
| Kratos (KTOS) | 3.15% | 0.83% | 99.66% | - |
 Deere (DE) | 1.68% | 0.68% | 83.16% | - |
 NVIDIA (NVDA) | 1.35% | 1.28% | 48.93% | - |
 Merck (MRK) | 0.61% | 0.02% | 48.93% | - |
 Novo-Nordisk (NVO) | 0.58% | 0.67% | 48.93% | - |
 elserhumano | 0.46% | 0% | 24.86% | 11/2/2025 |
 Mastercard (MA) | 0.19% | 0.02% | 22.15% | - |
 Comfort Systems USA (FIX) | 0.18% | 0% | 22.03% | 5/19/2026 |
 Alphabet (GOOGL) | 0.13% | 0% | 22.03% | 5/19/2026 |
 iShares Physical Gold ETC (PPFB.DE) | 0.09% | 0.5% | 22.15% | - |
 Microsoft (MSFT) | 0.06% | 0% | 22.03% | 5/19/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.04% | 0% | 8.02% | 1/13/2026 |
 Emcor (EME) | 0% | 0% | 3.62% | 12/4/2025 |
 Meta (META) | 0% | 0% | 3.62% | 12/4/2025 |
 TSMC (TSM) | 0% | 0% | 3.62% | 12/4/2025 |
 Roche (ROP.ZU) | 0% | 0% | 3.73% | 12/5/2025 |
 PulteGroup (PHM) | 0% | 0% | 3.62% | 12/4/2025 |
 Ameriprise (AMP.US) | 0% | 0% | 3.62% | 12/4/2025 |
 TJX (TJX) | 0% | 0% | 3.62% | 12/4/2025 |
 Adobe (ADBE) | 0% | 0% | 3.62% | 12/4/2025 |
 MercadoLibre (MELI) | 0% | 0% | 3.62% | 12/4/2025 |
 Progressive (PGR) | 0% | 0% | 3.62% | 12/4/2025 |
 Qualcomm (QCOM) | 0% | 0% | 3.62% | 12/4/2025 |
 PDD Holdings (PDD) | 0% | 0% | 3.5% | 12/4/2025 |
 Lululemon (LULU) | 0% | 0% | 3.62% | 12/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 43.83% | 43.95% |
| Visa (V) | 17.07% | 16.32% |
| Apple (AAPL) | 11.49% | 12.5% |
| Ferrari (RACE) | 14.66% | 10.78% |
| Kratos (KTOS) | 1.69% | 4.21% |
| NVIDIA (NVDA) | 3.56% | 3.83% |
| Deere (DE) | 1.77% | 1.69% |
| Novo-Nordisk (NVO) | 2.12% | 1.43% |
| Merck (MRK) | 1.38% | 1.34% |
| Mastercard (MA) | 0.74% | 0.65% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.57% | 0.52% |
| Alphabet (GOOGL) | 0.39% | 0.4% |
| Microsoft (MSFT) | 0.42% | 0.37% |
| iShares Physical Gold ETC (PPFB.DE) | 0.08% | 0.09% |
| Comfort Systems USA (FIX) | 0.05% | 0.07% |
Cash & Instruments Over Time
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