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Portfolio Diversification
Range
Most Diversified
78 instruments
January 16, 2026
Least Diversified
0 instruments
February 2, 2025
Average
70.8 instruments
Most Consistent Holdings
Top 5
JNJ99.64%
T99.64%
XOM99.64%
PEP99.64%
CL99.64%
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 |
|---|---|---|---|---|
 Italian-Heritage | 3.92% | 6.09% | 70.61% | - |
 II-Disruptive | 3.66% | 4.45% | 70.61% | - |
 AI-Revolution | 3.55% | 4.25% | 71.42% | - |
 Magnificent-7 | 3.35% | 5.35% | 64.34% | - |
 Ethereum (ETH) | 3.17% | 2.21% | 99.64% | - |
 Hermes (RMS.PA) | 3.07% | 2.02% | 99.55% | - |
 Bitcoin (BTC) | 3.02% | 3.7% | 99.37% | - |
 EuropeTech | 2.9% | 3.6% | 68.73% | - |
 Microsoft (MSFT) | 2.6% | 1.85% | 99.37% | - |
 Alphabet (GOOG) | 2.43% | 3.31% | 99.37% | - |
 Vanguard Information Technology (VGT) | 2.25% | 2.06% | 99.55% | - |
| 2.25% | 0% | 46.59% | 12/30/2025 | |
 ValueGurus | 2.17% | 3.76% | 52.69% | - |
 Nordea (NDA_SE.ST) | 1.7% | 1.56% | 99.46% | - |
| ExxonMobil (XOM) | 1.58% | 1.27% | 99.64% | - |
 L'Oréal (OR.PA) | 1.48% | 0.94% | 99.64% | - |
 Intesa Sanpaolo (ISP.MI) | 1.45% | 1.67% | 99.55% | - |
 McDonald's (MCD) | 1.45% | 1% | 99.55% | - |
| PepsiCo (PEP) | 1.37% | 0.8% | 99.64% | - |
 Ford (F) | 1.34% | 0.99% | 99.55% | - |
 Chevron (CVX) | 1.29% | 0.92% | 99.55% | - |
 LuxuryBrands | 1.26% | 0% | 18.01% | 11/15/2023 |
 Generali (G.MI) | 1.25% | 1.18% | 99.37% | - |
 Energy Transfer (ET) | 1.24% | 0.96% | 99.28% | - |
 Procter & Gamble (PG) | 1.22% | 0.75% | 99.28% | - |
| Colgate (CL) | 1.2% | 0.82% | 99.64% | - |
| Johnson & Johnson (JNJ) | 1.19% | 1.05% | 99.64% | - |
 Allianz (ALV.DE) | 1.18% | 1.06% | 99.64% | - |
 HSBC (HSBA.L) | 1.18% | 1.38% | 99.64% | - |
 TotalEnergies (TTE.PA) | 1.17% | 0.79% | 99.64% | - |
 Antero Midstream (AM) | 1.17% | 1.13% | 89.78% | - |
 Coca-Cola (KO) | 1.16% | 0.86% | 99.55% | - |
 Crypto-currency | 1.15% | 2.41% | 35.93% | - |
 Poste Italiane (PST.MI) | 1.13% | 1.29% | 99.37% | - |
 Enterprise Products (EPD) | 1.12% | 0.83% | 99.19% | - |
 Sanofi (SAN.PA) | 1.08% | 0.58% | 99.55% | - |
 UBS (UBSG.ZU) | 1.08% | 1.11% | 99.64% | - |
 Invesco QQQ (QQQ) | 1.07% | 0.97% | 99.37% | - |
 ABN AMRO (ABN.NV) | 1.05% | 1.29% | 99.55% | - |
 Altria (MO) | 1.03% | 0.82% | 99.64% | - |
 Eni (ENI.MI) | 1% | 0.8% | 99.64% | - |
 Kimberly-Clark (KMB) | 0.95% | 0.46% | 99.55% | - |
 Enel (ENEL.MI) | 0.94% | 0.84% | 99.55% | - |
 Unipol (UNI.MI) | 0.94% | 1.24% | 99.55% | - |
 Unilever (ULVR.L) | 0.91% | 0.59% | 99.46% | - |
 Repsol (REP.MC) | 0.87% | 0.69% | 99.55% | - |
 Nestle (NESN.ZU) | 0.87% | 0.38% | 99.55% | - |
 Legal & General (LGEN.L) | 0.87% | 0.6% | 99.55% | - |
 Aviva (AV.L) | 0.84% | 0.71% | 99.46% | - |
 Cardano (ADA) | 0.84% | 0.35% | 99.28% | - |
 Emerson (EMR) | 0.82% | 0.72% | 99.55% | - |
 AXA (CS.PA) | 0.8% | 0% | 55.11% | 9/16/2024 |
 Tesla (TSLA) | 0.78% | 0.83% | 99.64% | - |
 Swedbank (SWED-A.ST) | 0.76% | 0.82% | 99.64% | - |
 Apple (AAPL) | 0.75% | 0% | 46.42% | 6/11/2024 |
 Societe Generale (GLE.PA) | 0.71% | 0% | 69.98% | 3/3/2025 |
 E.ON (EOAN.DE) | 0.71% | 0% | 43.64% | 5/10/2024 |
 Fresenius (FRE.DE) | 0.68% | 0.63% | 99.55% | - |
 Devon Energy (DVN) | 0.65% | 0.45% | 89.78% | - |
 Main Street Capital (MAIN) | 0.63% | 0.52% | 99.64% | - |
 Klepierre (LI.PA) | 0.59% | 0.47% | 99.28% | - |
 Naturgy (NTGY.MC) | 0.56% | 0.37% | 99.64% | - |
 NYMT (ADAM) | 0.56% | 0.35% | 99.64% | - |
 BHP (BHP) | 0.55% | 0.41% | 99.64% | - |
 Banca Generali (BGN.MI) | 0.54% | 0.38% | 99.64% | - |
| AT&T (T) | 0.5% | 0.42% | 99.64% | - |
 Enbridge (ENB) | 0.49% | 0.38% | 99.55% | - |
 Pioneer Natural Resources Company (PXD) | 0.46% | 0% | 43.37% | 5/7/2024 |
 B&G Foods (BGS) | 0.44% | 0.21% | 81.27% | - |
 Medical Properties Trust (MPW) | 0.44% | 0.24% | 96.68% | - |
 Litecoin (LTC) | 0.34% | 0.17% | 99.64% | - |
 D-Wave (QBTS) | 0.34% | 1.13% | 33.78% | - |
 UnipolSai Assicurazioni SPA (US.MI) | 0.33% | 0% | 47.94% | 6/28/2024 |
 AGNC (AGNC) | 0.3% | 0.22% | 99.55% | - |
 ZIM (ZIM) | 0.21% | 0.73% | 33.69% | - |
 Rigetti (RGTI) | 0.2% | 0.54% | 33.78% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.18% | 0% | 9.86% | 4/24/2023 |
 QuantumScape (QS) | 0.18% | 0.58% | 27.78% | - |
 Ishares Nasdaq Biotechnology (IBB) | 0.17% | 0% | 9.86% | 4/24/2023 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.16% | 0% | 9.86% | 4/24/2023 |
 First Trust Cloud Computing (SKYY) | 0.16% | 0% | 9.86% | 4/24/2023 |
 iShares Core High Dividend ETF (HDV) | 0.15% | 0% | 9.86% | 4/24/2023 |
 Ionq (IONQ) | 0.15% | 0.38% | 33.78% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 0.13% | 4.79% | 2.87% | - |
 Richemont (CFR.ZU) | 0.11% | 0.28% | 33.69% | - |
 eToro Group LTD (ETOR) | 0.11% | 0.28% | 23.12% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.1% | 0% | 3.23% | 6/13/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.08% | 0% | 9.86% | 4/24/2023 |
 Quantum-Si (QSI) | 0.08% | 0.15% | 33.69% | - |
 Sunrise Communications AG (SNREY) | 0.07% | 0% | 33.87% | 12/3/2025 |
 KraneShares CSI China Internet (KWEB) | 0.05% | 0% | 9.86% | 4/24/2023 |
 Warner Bros Discovery (WBD) | 0.05% | 0% | 57.17% | 10/10/2024 |
 VAULTA (A) | 0.04% | 0% | 57.17% | 10/10/2024 |
 XRP (XRP) | 0.04% | 0% | 38.44% | 3/13/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 1.25% | 6/4/2024 |
 CHCT (CHCT) | 0.01% | 0.63% | 1.43% | - |
 RMR (RMR) | 0.01% | 0.57% | 1.43% | - |
 IIPR (IIPR) | 0.01% | 0.58% | 1.43% | - |
 LyondellBasell (LYB) | 0.01% | 0.58% | 1.43% | - |
 GE Vernova (GEV) | 0% | 0% | 16.85% | 10/10/2024 |
 Crowdstrike (CRWD) | 0% | 0% | 0.54% | 7/30/2024 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.27% | 5/23/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 3.23% | 1/14/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Italian-Heritage | 6.74% | 6.08% |
| Magnificent-7 | 4.78% | 5.41% |
| II-Disruptive | 5.92% | 4.64% |
| AI-Revolution | 4.27% | 4.19% |
| WisdomTree Core Physical Gold (WGLD.L) | 3.93% | 4.18% |
| Bitcoin (BTC) | 1.67% | 3.89% |
| ValueGurus | 5.05% | 3.74% |
| EuropeTech | 5.31% | 3.64% |
| Alphabet (GOOG) | 0.95% | 3.1% |
| Crypto-currency | 4.75% | 2.56% |
| Ethereum (ETH) | 0.25% | 2.45% |
| Hermes (RMS.PA) | 0.95% | 2.12% |
| Vanguard Information Technology (VGT) | 0.95% | 2.1% |
| Microsoft (MSFT) | 0.95% | 2.1% |
| Intesa Sanpaolo (ISP.MI) | 0.95% | 1.67% |
| Nordea (NDA_SE.ST) | 0.95% | 1.57% |
| D-Wave (QBTS) | 0.47% | 1.4% |
| Unipol (UNI.MI) | 0.47% | 1.37% |
| Poste Italiane (PST.MI) | 0.95% | 1.26% |
| HSBC (HSBA.L) | 0.95% | 1.26% |
| ABN AMRO (ABN.NV) | 0.47% | 1.24% |
| Generali (G.MI) | 0.95% | 1.24% |
| UBS (UBSG.ZU) | 0.47% | 1.12% |
| Allianz (ALV.DE) | 0.95% | 1.12% |
| ExxonMobil (XOM) | 0.95% | 1.09% |
| Antero Midstream (AM) | 0.95% | 1.08% |
| McDonald's (MCD) | 0.95% | 0.98% |
| Invesco QQQ (QQQ) | 0.47% | 0.97% |
| Johnson & Johnson (JNJ) | 0.95% | 0.97% |
| Ford (F) | 0.95% | 0.94% |
| L'Oréal (OR.PA) | 0.95% | 0.89% |
| Tesla (TSLA) | 0.47% | 0.88% |
| Energy Transfer (ET) | 0.95% | 0.86% |
| Enterprise Products (EPD) | 0.95% | 0.81% |
| Enel (ENEL.MI) | 0.95% | 0.81% |
| Coca-Cola (KO) | 0.95% | 0.81% |
| Chevron (CVX) | 0.95% | 0.8% |
| Aviva (AV.L) | 0.95% | 0.77% |
| Altria (MO) | 0.95% | 0.77% |
| Swedbank (SWED-A.ST) | 0.47% | 0.75% |
| Eni (ENI.MI) | 0.47% | 0.75% |
| PepsiCo (PEP) | 0.95% | 0.75% |
| TotalEnergies (TTE.PA) | 0.95% | 0.72% |
| Colgate (CL) | 0.95% | 0.72% |
| Procter & Gamble (PG) | 0.95% | 0.72% |
| ZIM (ZIM) | 0.95% | 0.71% |
| QuantumScape (QS) | 0.47% | 0.69% |
| Rigetti (RGTI) | 0.47% | 0.67% |
| Repsol (REP.MC) | 0.47% | 0.67% |
| Emerson (EMR) | 0.47% | 0.66% |
| Fresenius (FRE.DE) | 0.95% | 0.66% |
| Sanofi (SAN.PA) | 0.95% | 0.61% |
| Legal & General (LGEN.L) | 0.95% | 0.6% |
| Unilever (ULVR.L) | 0.95% | 0.58% |
| Main Street Capital (MAIN) | 0.47% | 0.5% |
| Klepierre (LI.PA) | 0.47% | 0.49% |
| Kimberly-Clark (KMB) | 0.95% | 0.47% |
| Ionq (IONQ) | 0.47% | 0.43% |
| Nestle (NESN.ZU) | 0.95% | 0.43% |
| Devon Energy (DVN) | 0.95% | 0.42% |
| AT&T (T) | 0.95% | 0.4% |
| Banca Generali (BGN.MI) | 0.47% | 0.39% |
| Enbridge (ENB) | 0.47% | 0.38% |
| Cardano (ADA) | 0.24% | 0.37% |
| BHP (BHP) | 0.47% | 0.37% |
| Naturgy (NTGY.MC) | 0.47% | 0.36% |
| eToro Group LTD (ETOR) | 0.95% | 0.34% |
| Richemont (CFR.ZU) | 0.47% | 0.34% |
| NYMT (ADAM) | 0.95% | 0.32% |
| Medical Properties Trust (MPW) | 0.95% | 0.24% |
| AGNC (AGNC) | 0.47% | 0.21% |
| Litecoin (LTC) | 0.24% | 0.2% |
| B&G Foods (BGS) | 0.95% | 0.2% |
| Quantum-Si (QSI) | 0.46% | 0.14% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.03% |
Cash & Instruments Over Time
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