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Portfolio Diversification
Range
Most Diversified
16 instruments
January 16, 2026
Least Diversified
0 instruments
January 2, 2023
Average
11.3 instruments
Most Consistent Holdings
Top 5
MSFT95.09%
SPGI86.32%
GOOG76.27%
AMZN69.59%
V66.45%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Realty Income (O) | 9.88% | 0% | 60.1% | 3/24/2025 |
| S&P Global (SPGI) | 9.4% | 10.18% | 86.32% | - |
| Alphabet (GOOG) | 9.03% | 7.46% | 76.27% | - |
| Amazon (AMZN) | 7.92% | 10.63% | 69.59% | - |
| Visa (V) | 6.42% | 6.98% | 66.45% | - |
| Microsoft (MSFT) | 6.08% | 7.99% | 95.09% | - |
 T. Rowe Price (TROW) | 4.91% | 0% | 36.6% | 6/4/2024 |
 VICI Properties (VICI) | 4.19% | 0% | 41.35% | 3/6/2026 |
 Johnson & Johnson (JNJ) | 4.16% | 0% | 30.41% | 3/18/2024 |
 Qualcomm (QCOM) | 3.89% | 0% | 49.8% | 1/2/2025 |
 ASML (ASML) | 2.93% | 0% | 36.04% | 3/27/2026 |
 Salesforce (CRM) | 2.44% | 0% | 37.89% | 10/2/2025 |
 Brookfield (BN.US) | 2.26% | 9.82% | 35.4% | - |
 Altria (MO) | 2.13% | 0% | 33.55% | 10/25/2024 |
 Intuit (INTU) | 2.11% | 0% | 34.59% | 10/31/2025 |
 Meta (META) | 1.35% | 13.36% | 17.22% | - |
 Brookfield (BAM) | 1.33% | 0% | 23.89% | 1/15/2026 |
 UnitedHealth (UNH) | 1.31% | 4.81% | 30.01% | - |
 Estee Lauder (EL) | 1.27% | 0% | 14.48% | 11/3/2023 |
 Apple (AAPL) | 1.26% | 0% | 16.89% | 3/6/2024 |
 MercadoLibre (MELI) | 1.23% | 4.99% | 19.63% | - |
 Starbucks (SBUX) | 1.23% | 0% | 17.3% | 9/3/2024 |
 Citi (C) | 0.92% | 0% | 11.75% | 8/4/2023 |
 MSCI (MSCI) | 0.86% | 0% | 13.03% | 11/20/2025 |
 Target (TGT) | 0.76% | 0% | 12.63% | 1/16/2024 |
 AbbVie (ABBV) | 0.76% | 0% | 16.73% | 1/25/2024 |
 PayPal (PYPL) | 0.69% | 0% | 18.99% | 5/7/2024 |
 Netflix (NFLX) | 0.52% | 0% | 12.15% | 4/22/2026 |
 Mastercard (MA) | 0.49% | 0% | 9.73% | 6/1/2026 |
 Nike (NKE) | 0.46% | 0% | 9.98% | 4/25/2024 |
 Uber (UBER) | 0.33% | 0% | 9.81% | 6/20/2025 |
 ExxonMobil (XOM) | 0.33% | 0% | 7.48% | 2/8/2024 |
 JPMorgan (JPM) | 0.32% | 6.29% | 7.48% | - |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.26% | 6.07% | 6.28% | - |
 NVIDIA (NVDA) | 0.24% | 6.9% | 4.99% | - |
 Verizon (VZ) | 0.21% | 0% | 8.69% | 3/6/2026 |
 LVMH (MC.PA) | 0.17% | 0% | 5.71% | 10/31/2024 |
 AMD (AMD) | 0.16% | 0% | 5.95% | 4/22/2026 |
 Ethereum (ETH) | 0.08% | 0% | 12.47% | 2/4/2026 |
 3M (MMM) | 0.07% | 0% | 2.17% | 6/27/2023 |
 Bitcoin (BTC) | 0.06% | 0% | 7.08% | 1/31/2026 |
 Lockheed Martin (LMT) | 0.04% | 0% | 1.69% | 10/30/2023 |
 Ares Capital (ARCC) | 0.03% | 0% | 0.8% | 3/16/2026 |
 ServiceNow (NOW) | 0.02% | 4.52% | 0.48% | - |
 Equifax (EFX) | 0.01% | 0% | 0.48% | 4/16/2025 |
 MPLX (MPLX.US) | 0.01% | 0% | 1.13% | 7/30/2025 |
 Cardano (ADA) | 0.01% | 0% | 2.33% | 4/7/2025 |
 XRP (XRP) | 0.01% | 0% | 3.46% | 4/4/2025 |
 AGNC (AGNC) | 0.01% | 0% | 0.8% | 10/13/2025 |
 BlackRock (BLK) | 0% | 0% | 1.21% | 11/4/2025 |
 Pfizer (PFE) | 0% | 0% | 0.56% | 10/2/2025 |
 Solana (SOL) | 0% | 0% | 0.72% | 4/3/2025 |
 Disney (DIS) | 0% | 0% | 0.08% | 8/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 9.48% | 16.11% |
| Amazon (AMZN) | 11.65% | 12.26% |
| S&P Global (SPGI) | 13.17% | 11.47% |
| Visa (V) | 10.15% | 8.99% |
| ASML (ASML) | 6.32% | 7.83% |
| MercadoLibre (MELI) | 9.12% | 7.12% |
| Brookfield (BN.US) | 6.43% | 6.72% |
| Microsoft (MSFT) | 5.66% | 6.17% |
| Meta (META) | 7.27% | 6.05% |
| UnitedHealth (UNH) | 5.68% | 5.08% |
| Brookfield (BAM) | 4.88% | 4.22% |
| Netflix (NFLX) | 4.54% | 3.43% |
| Verizon (VZ) | 3.03% | 2.57% |
| Ethereum (ETH) | 1.32% | 0.98% |
| Bitcoin (BTC) | 1.26% | 0.98% |
Cash & Instruments Over Time
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