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Portfolio Diversification
Range
Most Diversified
20 instruments
September 24, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
BRK.B99.41%
PYPL90.09%
HLAG.DE90.09%
AMZN88.17%
IBM85.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 30, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.39% | 0% | 99.41% | 9/20/2026 |
| Amazon (AMZN) | 8.91% | 0% | 88.17% | 9/20/2026 |
| PayPal (PYPL) | 7.06% | 0% | 90.09% | 9/20/2026 |
| IBM (IBM) | 5.85% | 0% | 85.39% | 2/23/2026 |
| Hapag-Lloyd (HLAG.DE) | 5.19% | 0% | 90.09% | 9/20/2026 |
 LVMH (MC.PA) | 4.94% | 0% | 49.7% | 9/20/2026 |
 Porsche (P911.DE) | 3.39% | 0% | 62.72% | 9/20/2026 |
 Adobe (ADBE) | 3.11% | 0% | 60.01% | 8/18/2025 |
 UiPath (PATH) | 2.85% | 0% | 73.03% | 9/20/2026 |
 Apple (AAPL) | 2.8% | 0% | 44.55% | 8/13/2024 |
 Lynas (LYC.ASX) | 2.4% | 0% | 20.03% | 9/20/2026 |
 Coca-Cola (KO) | 2.24% | 0% | 36.02% | 2/2/2024 |
 Birkenstock (BIRK) | 2.19% | 0% | 44.02% | 8/12/2025 |
 Everest (EG) | 2.19% | 0% | 27.43% | 5/7/2024 |
 Varta (VAR1.DE) | 2.03% | 0% | 34.5% | 7/22/2024 |
 Netflix (NFLX) | 1.37% | 0% | 19.5% | 9/20/2026 |
 Procter & Gamble (PG) | 1.21% | 0% | 20.29% | 6/5/2023 |
 Veolia (VIE.PA) | 1.18% | 0% | 15.33% | 4/7/2025 |
 Nestle (NESN.ZU) | 1% | 0% | 14.61% | 3/27/2025 |
 Johnson & Johnson (JNJ) | 0.99% | 0% | 28.55% | 10/12/2023 |
 Microsoft (MSFT) | 0.98% | 0% | 11.96% | 8/20/2025 |
 Walmart (WMT) | 0.94% | 0% | 18.18% | 5/4/2023 |
 Shell (SHEL.L) | 0.9% | 0% | 19.96% | 2/28/2024 |
 iShares Core High Dividend ETF (HDV) | 0.87% | 0% | 15.4% | 3/13/2023 |
 SoundHound (SOUN) | 0.81% | 0% | 25.71% | 9/20/2026 |
 American Water (AWK) | 0.79% | 0% | 21.61% | 7/10/2025 |
 Alibaba (BABA) | 0.78% | 0% | 18.24% | 8/5/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.61% | 0% | 13.28% | 1/18/2024 |
 SAP (SAP) | 0.57% | 0% | 15.14% | 9/20/2026 |
 Vonovia (VNA.DE) | 0.55% | 0% | 12.43% | 4/5/2024 |
 Nike (NKE) | 0.54% | 0% | 12.43% | 4/5/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.5% | 0% | 13.55% | 3/19/2026 |
 Intel (INTC) | 0.48% | 0% | 13.28% | 4/18/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.46% | 0% | 11.37% | 3/13/2026 |
 PepsiCo (PEP) | 0.44% | 0% | 12.1% | 1/30/2023 |
 Rio Tinto (RIO) | 0.43% | 0% | 9.91% | 9/28/2023 |
 Volkswagen (VOW3.DE) | 0.37% | 0% | 4.63% | 3/15/2023 |
 Meta (META) | 0.35% | 0% | 5.42% | 7/17/2024 |
 Disney (DIS) | 0.31% | 0% | 5.55% | 2/10/2023 |
 ExxonMobil (XOM) | 0.3% | 0% | 7.27% | 11/9/2022 |
 Asana (ASAN) | 0.26% | 0% | 11.1% | 3/13/2023 |
 Palantir (PLTR) | 0.26% | 0% | 6.08% | 11/21/2025 |
 BioNTech SE (BNTX) | 0.2% | 0% | 4.36% | 11/11/2022 |
 Bank of America (BAC) | 0.2% | 0% | 5.62% | 12/5/2022 |
 Colgate (CL) | 0.19% | 0% | 4.03% | 4/28/2023 |
 Moderna (MRNA) | 0.15% | 0% | 4.36% | 11/11/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.14% | 0% | 3.9% | 9/2/2025 |
 Plug Power (PLUG) | 0.12% | 0% | 3.17% | 2/9/2023 |
 HelloFresh (HFG.DE) | 0.09% | 0% | 1.85% | 1/31/2023 |
 Gold (Non Expiry) (GOLD) | 0.08% | 0% | 1.39% | 4/8/2026 |
 EUR/USD (EURUSD) | 0.07% | 0% | 0.99% | 1/9/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.04% | 0% | 0.93% | 9/26/2022 |
 USD/JPY (USDJPY) | 0.03% | 0% | 0.79% | 7/11/2022 |
 Opendoor (OPEN) | 0.03% | 0% | 0.53% | 8/27/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 0.66% | 3/29/2023 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.4% | 3/23/2023 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0% | 0% | 0.07% | 7/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.6% | 23.24% |
| Amazon (AMZN) | 11.58% | 17.24% |
| LVMH (MC.PA) | 14.83% | 13.99% |
| PayPal (PYPL) | 12.26% | 9.03% |
| IBM (IBM) | 4.4% | 8.98% |
| Lynas (LYC.ASX) | 8.49% | 6.67% |
| Hapag-Lloyd (HLAG.DE) | 9.27% | 4.46% |
| UiPath (PATH) | 5.4% | 4.2% |
| Porsche (P911.DE) | 8.48% | 4.05% |
| SoundHound (SOUN) | 4.63% | 3.05% |
Cash & Instruments Over Time
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