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Portfolio Diversification
Range
Most Diversified
26 instruments
October 24, 2024
Least Diversified
0 instruments
April 4, 2026
Average
14.8 instruments
Most Consistent Holdings
Top 5
BLK72.41%
V64.38%
BRK.B63.89%
MA63.21%
DB1.DE63.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 JeppeKirkBonde | 42.66% | 0% | 94.13% | 8/26/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 10.58% | 0% | 43.64% | 3/24/2025 |
 jaynemesis | 8.18% | 0% | 41.1% | 2/26/2025 |
 campervans | 8.11% | 0% | 94.03% | 8/25/2026 |
 CPHequities | 7.66% | 0% | 94.13% | 8/26/2026 |
 Utilities | 2.96% | 0% | 72.21% | 8/25/2026 |
 Czechoslovak Group (CSG.NV) | 1.61% | 22.37% | 12.04% | - |
 thomaspj | 1.48% | 0% | 40.51% | 8/25/2026 |
| Deutsche Boerse (DB1.DE) | 1.26% | 0% | 63.11% | 6/24/2026 |
 PepsiCo (PEP) | 1.15% | 17.31% | 32.09% | - |
 Pfizer (PFE) | 1.06% | 0% | 54.7% | 7/15/2025 |
 Samsung (SMSN.L) | 0.98% | 0% | 36.79% | 1/7/2026 |
| Visa (V) | 0.9% | 0% | 64.38% | 7/7/2026 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.66% | 0% | 12.92% | 5/14/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.49% | 0% | 42.66% | 3/14/2025 |
 Weyerhaeuser Co (WY.RTH) | 0.48% | 0% | 19.96% | 6/15/2026 |
 InsuranceWorld | 0.41% | 0% | 16.14% | 3/17/2025 |
 S&P Global (SPGI) | 0.37% | 0% | 22.99% | 10/20/2026 |
 Home Depot (HD) | 0.34% | 10.03% | 5.19% | - |
| Mastercard (MA) | 0.33% | 0% | 63.21% | 6/25/2026 |
| Berkshire Hathaway (BRK.B) | 0.32% | 0% | 63.89% | 6/25/2026 |
 eToro Group LTD (ETOR) | 0.32% | 5.67% | 6.65% | - |
 McDonald's (MCD) | 0.29% | 7.97% | 5.28% | - |
 Biogen (BIIB) | 0.28% | 0% | 21.72% | 3/14/2025 |
 Maersk (MAERSKB.CO) | 0.26% | 0% | 32.68% | 2/14/2025 |
 Weyerhaeuser (WY) | 0.25% | 2.66% | 13.11% | - |
 Walmart (WMT) | 0.25% | 5.86% | 5.38% | - |
 UnitedHealth (UNH) | 0.25% | 0% | 11.84% | 6/9/2026 |
 Volkswagen (VOW3.DE) | 0.21% | 0% | 22.6% | 3/7/2025 |
 SolarEdge (SEDG) | 0.18% | 0% | 26.81% | 10/2/2024 |
 Interactive Brokers Group (IBKR) | 0.11% | 0% | 16.54% | 5/21/2025 |
 Xiaomi (1810.HK) | 0.1% | 3.07% | 4.11% | - |
 Eli Lilly (LLY) | 0.08% | 0% | 26.71% | 7/8/2025 |
 Nestle (NESN.ZU) | 0.08% | 0% | 36.11% | 1/6/2025 |
 Charles Schwab (SCHW) | 0.08% | 0% | 27.2% | 7/8/2025 |
 CMS Energy (CMS) | 0.08% | 1.92% | 4.4% | - |
 AstraZeneca (AZN) | 0.07% | 0% | 15.36% | 3/14/2025 |
 Intel (INTC) | 0.07% | 0% | 5.68% | 10/2/2024 |
 Procter & Gamble (PG) | 0.07% | 0% | 3.91% | 10/20/2026 |
 Waste Management (WM) | 0.07% | 1.82% | 4.7% | - |
 Microsoft (MSFT) | 0.06% | 0% | 3.91% | 8/5/2026 |
 Lockheed Martin (LMT) | 0.06% | 1.87% | 4.11% | - |
 Unilever PLC (UNA.NV) | 0.05% | 0% | 2.05% | 7/1/2026 |
 FICO (FICO) | 0.05% | 1.08% | 5.09% | - |
 SAP (SAP) | 0.05% | 0% | 4.11% | 10/20/2026 |
| BlackRock (BLK) | 0.05% | 0.05% | 72.41% | - |
 Volkswagen (VOW.DE) | 0.03% | 0% | 14.38% | 3/7/2025 |
 CVS Health (CVS) | 0.03% | 0% | 15.56% | 3/14/2025 |
 Xinyi Solar (0968.HK) | 0.03% | 0% | 42.95% | 3/17/2025 |
 AEP (AEP) | 0.02% | 0.54% | 4.11% | - |
 Palo Alto Networks (PANW) | 0.02% | 0% | 8.71% | 8/13/2024 |
 IBM (IBM) | 0.02% | 0% | 1.37% | 8/5/2024 |
 EA (EA) | 0.01% | 0% | 4.7% | 9/18/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 1.37% | 8/20/2024 |
 Lowe's (LOW) | 0.01% | 0.68% | 0.78% | - |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.59% | 7/8/2026 |
 Svitzer (SVITZR.CO) | 0% | 0% | 1.37% | 5/14/2024 |
 Moderna (MRNA) | 0% | 0% | 0.2% | 1/2/2024 |
 Southern Copper (SCCO) | 0% | 0% | 0.49% | 5/22/2024 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JeppeKirkBonde | 58.62% | 62.25% |
| campervans | 7.28% | 7.6% |
| CPHequities | 6.33% | 6.61% |
| thomaspj | 4.61% | 3.79% |
| Utilities | 4.14% | 3.54% |
| Weyerhaeuser Co (WY.RTH) | 2.91% | 2.44% |
| Weyerhaeuser (WY) | 2.3% | 1.87% |
| PepsiCo (PEP) | 1.92% | 1.48% |
| Samsung (SMSN.L) | 2.29% | 1.47% |
| Visa (V) | 1.24% | 1.22% |
| Mastercard (MA) | 0.49% | 0.44% |
| Berkshire Hathaway (BRK.B) | 0.49% | 0.43% |
| Deutsche Boerse (DB1.DE) | 0.49% | 0.41% |
| BlackRock (BLK) | 0.06% | 0.05% |
Cash & Instruments Over Time
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