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Portfolio Diversification
Range
Most Diversified
20 instruments
September 24, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.5 instruments
Most Consistent Holdings
Top 5
BRK.B99.78%
IBM94.79%
HLAG.DE89.44%
PYPL89.36%
AMZN87.31%
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) | 17.84% | 6.23% | 99.78% | - |
| Amazon (AMZN) | 8.77% | 10.57% | 87.31% | - |
| PayPal (PYPL) | 6.8% | 8.92% | 89.36% | - |
| IBM (IBM) | 6.5% | 0% | 94.79% | 2/23/2026 |
| Hapag-Lloyd (HLAG.DE) | 5.23% | 0.85% | 89.44% | - |
 LVMH (MC.PA) | 4.92% | 0% | 44.61% | 4/23/2026 |
 Adobe (ADBE) | 3.45% | 0% | 66.62% | 8/18/2025 |
 Porsche (P911.DE) | 3.31% | 3.95% | 59.06% | - |
 Apple (AAPL) | 3.1% | 0% | 49.45% | 8/13/2024 |
 UiPath (PATH) | 2.8% | 0% | 70.51% | 4/23/2026 |
 Coca-Cola (KO) | 2.48% | 0% | 39.99% | 2/2/2024 |
 Birkenstock (BIRK) | 2.43% | 0% | 48.86% | 8/12/2025 |
 Everest (EG) | 2.43% | 0% | 30.45% | 5/7/2024 |
 Varta (VAR1.DE) | 2.26% | 0% | 38.3% | 7/22/2024 |
 Procter & Gamble (PG) | 1.34% | 0% | 22.52% | 6/5/2023 |
 Veolia (VIE.PA) | 1.31% | 0% | 17.02% | 4/7/2025 |
 Lynas (LYC.ASX) | 1.21% | 0% | 11.67% | 4/23/2026 |
 Nestle (NESN.ZU) | 1.11% | 0% | 16.21% | 3/27/2025 |
 Johnson & Johnson (JNJ) | 1.1% | 0% | 31.69% | 10/12/2023 |
 Microsoft (MSFT) | 1.08% | 0% | 13.28% | 8/20/2025 |
 Walmart (WMT) | 1.05% | 0% | 20.18% | 5/4/2023 |
 Shell (SHEL.L) | 1% | 0% | 22.16% | 2/28/2024 |
 iShares Core High Dividend ETF (HDV) | 0.97% | 0% | 17.09% | 3/13/2023 |
 American Water (AWK) | 0.88% | 0% | 23.99% | 7/10/2025 |
 Alibaba (BABA) | 0.86% | 0% | 20.25% | 8/5/2024 |
 Netflix (NFLX) | 0.75% | 0% | 11.15% | 4/23/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.68% | 0% | 14.75% | 1/18/2024 |
 SoundHound (SOUN) | 0.65% | 2.59% | 17.98% | - |
 Vonovia (VNA.DE) | 0.61% | 0% | 13.79% | 4/5/2024 |
 Nike (NKE) | 0.6% | 0% | 13.79% | 4/5/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.56% | 0% | 15.04% | 3/19/2026 |
 Intel (INTC) | 0.53% | 0% | 14.75% | 4/18/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.51% | 0% | 12.62% | 3/13/2026 |
 PepsiCo (PEP) | 0.49% | 0% | 13.43% | 1/30/2023 |
 Rio Tinto (RIO) | 0.48% | 0% | 11.01% | 9/28/2023 |
 Volkswagen (VOW3.DE) | 0.41% | 0% | 5.14% | 3/15/2023 |
 Meta (META) | 0.39% | 0% | 6.02% | 7/17/2024 |
 Disney (DIS) | 0.34% | 0% | 6.16% | 2/10/2023 |
 ExxonMobil (XOM) | 0.34% | 0% | 8.07% | 11/9/2022 |
 SAP (SAP) | 0.31% | 2.77% | 6.24% | - |
 Asana (ASAN) | 0.29% | 0% | 12.33% | 3/13/2023 |
 Palantir (PLTR) | 0.29% | 0% | 6.75% | 11/21/2025 |
 BioNTech SE (BNTX) | 0.23% | 0% | 4.84% | 11/11/2022 |
 Bank of America (BAC) | 0.22% | 0% | 6.24% | 12/5/2022 |
 Colgate (CL) | 0.21% | 0% | 4.48% | 4/28/2023 |
 Moderna (MRNA) | 0.17% | 0% | 4.84% | 11/11/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.16% | 0% | 4.33% | 9/2/2025 |
 Plug Power (PLUG) | 0.13% | 0% | 3.52% | 2/9/2023 |
 HelloFresh (HFG.DE) | 0.1% | 0% | 2.05% | 1/31/2023 |
 Gold (Non Expiry) (GOLD) | 0.09% | 0% | 1.54% | 4/8/2026 |
 EUR/USD (EURUSD) | 0.08% | 0% | 1.1% | 1/9/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.05% | 0% | 1.03% | 9/26/2022 |
 USD/JPY (USDJPY) | 0.04% | 0% | 0.88% | 7/11/2022 |
 Opendoor (OPEN) | 0.03% | 0% | 0.59% | 8/27/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 0.73% | 3/29/2023 |
 Oil (Non Expiry) (OIL) | 0.02% | 0% | 0.44% | 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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