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Portfolio Diversification
Range
Most Diversified
28 instruments
February 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
12.2 instruments
Most Consistent Holdings
Top 5
JNJ64.22%
META55.08%
KO53.93%
MSFT51.78%
AMZN50.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 18, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 11.61% | 18.02% | 48.69% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 9.94% | 0% | 48.76% | 2/9/2026 |
 Alphabet (GOOGL) | 6.72% | 0% | 49.29% | 4/26/2024 |
| Amazon (AMZN) | 5.31% | 0.85% | 50.37% | - |
 ASML (ASML) | 5.27% | 1.83% | 39.61% | - |
| Meta (META) | 4.68% | 0.8% | 55.08% | - |
| Microsoft (MSFT) | 4.42% | 1.75% | 51.78% | - |
| Coca-Cola (KO) | 4.13% | 0% | 53.93% | 7/25/2024 |
| Johnson & Johnson (JNJ) | 3.97% | 0% | 64.22% | 12/10/2024 |
 Berkshire Hathaway (BRK.B) | 2.99% | 3.28% | 19.37% | - |
 Micron (MU) | 2.5% | 0% | 31% | 5/8/2026 |
 ASML (ASML.NV) | 1.68% | 0% | 26.63% | 7/22/2024 |
 Alphabet (GOOG) | 1.64% | 0.22% | 34.57% | - |
 AMD (AMD) | 1.59% | 0% | 18.7% | 10/6/2025 |
 Alexandria (ARE) | 1.53% | 0% | 33.09% | 12/10/2024 |
 Devon Energy (DVN) | 1.53% | 0% | 37.46% | 2/14/2025 |
 CVS Health (CVS) | 1.38% | 0% | 29.46% | 12/17/2024 |
 Pfizer (PFE) | 1.34% | 0% | 30.4% | 12/10/2024 |
 Comcast (CMCSA) | 1.31% | 0% | 20.91% | 11/20/2024 |
 Boston Properties (BXP) | 1.3% | 0% | 28.04% | 8/23/2024 |
 NVIDIA (NVDA) | 1.02% | 0% | 29.12% | 5/12/2026 |
 Disney (DIS) | 0.94% | 0% | 19.7% | 3/18/2024 |
 Verizon (VZ) | 0.84% | 0% | 12.71% | 1/5/2024 |
 UPS (UPS) | 0.8% | 0% | 24.68% | 11/18/2024 |
 Starbucks (SBUX) | 0.76% | 0% | 15.94% | 8/28/2024 |
 BAT (BATS.L) | 0.69% | 0% | 23.81% | 7/25/2024 |
 PepsiCo (PEP) | 0.69% | 0.22% | 24.82% | - |
 Novo-Nordisk (NVO) | 0.67% | 0% | 32.01% | 5/8/2026 |
 VICI Properties (VICI) | 0.65% | 0% | 13.92% | 8/1/2024 |
 Vanguard FTSE Europe ETF (VGK) | 0.57% | 0% | 5.85% | 5/12/2026 |
 Qualcomm (QCOM) | 0.44% | 0% | 16.81% | 6/13/2024 |
 Sysco (SYY) | 0.43% | 0% | 12.04% | 1/30/2024 |
 Raytheon (RTX) | 0.42% | 0% | 11.77% | 1/26/2024 |
 Stellantis (STLAM.MI) | 0.42% | 0% | 12.84% | 2/12/2024 |
 Realty Income (O) | 0.4% | 0.14% | 14.59% | - |
 Match Group (MTCH) | 0.4% | 0% | 11.23% | 7/31/2024 |
 Nice (NICE) | 0.37% | 0% | 10.42% | 1/8/2024 |
 Alteryx Inc. (AYX) | 0.36% | 0% | 8.41% | 12/8/2023 |
 Fiverr (FVRR) | 0.35% | 0% | 17.48% | 10/31/2024 |
 Bitcoin (BTC) | 0.33% | 2.29% | 13.05% | - |
 Bank of America (BAC) | 0.32% | 0% | 9.08% | 3/21/2024 |
 Apple (AAPL) | 0.31% | 0% | 8.14% | 6/3/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.3% | 0% | 5.99% | 5/12/2026 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.3% | 4.56% | 6.05% | - |
 Citi (C) | 0.3% | 0% | 9.41% | 1/30/2024 |
 SoFi (SOFI) | 0.28% | 1.05% | 18.7% | - |
 StoneCo (STNE) | 0.26% | 0% | 17.08% | 11/22/2024 |
 Occidental (OXY) | 0.26% | 0% | 6.39% | 3/19/2024 |
 JPMorgan (JPM) | 0.21% | 0% | 6.79% | 2/15/2024 |
 BlackRock (BLK) | 0.21% | 0% | 5.72% | 2/22/2024 |
 UnitedHealth (UNH) | 0.2% | 3.88% | 6.05% | - |
 Visa (V) | 0.15% | 0% | 3.03% | 7/21/2022 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.11% | 0% | 1.08% | 4/4/2022 |
 Palantir (PLTR) | 0.11% | 0% | 1.34% | 5/9/2023 |
 Upstart (UPST) | 0.08% | 0% | 3.77% | 5/13/2024 |
 Altria (MO) | 0.07% | 0% | 1.95% | 12/1/2022 |
 ADM (ADM) | 0.04% | 0% | 2.56% | 3/12/2024 |
 Prologis (PLD) | 0.02% | 0% | 1.34% | 6/27/2023 |
 Humana (HUM) | 0.02% | 0% | 0.94% | 8/14/2023 |
 PayPal (PYPL) | 0.01% | 0% | 0.94% | 11/29/2023 |
 Digital Realty (DLR) | 0% | 0% | 0.34% | 5/25/2023 |
 Nu (NU) | 0% | 0% | 0.2% | 5/12/2026 |
 Tesla (TSLA) | 0% | 0% | 0.34% | 3/12/2024 |
 Intel (INTC) | 0% | 0% | 0.07% | 5/3/2023 |
 TSMC (TSM) | 0% | 0% | 0.07% | 11/29/2023 |
 Alibaba (BABA) | 0% | 0% | 0.07% | 5/16/2023 |
 Mondelez (MDLZ) | 0% | 0% | 0.07% | 6/16/2023 |
 Procter & Gamble (PG) | 0% | 0% | 0.07% | 6/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 21.82% | 20.57% |
| Berkshire Hathaway (BRK.B) | 21.74% | 18.3% |
| Micron (MU) | 10.87% | 18.01% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 11.36% | 11.21% |
| ASML (ASML) | 8.26% | 8.97% |
| Alphabet (GOOG) | 5.43% | 7.39% |
| Amazon (AMZN) | 5.43% | 4.57% |
| Meta (META) | 4.08% | 3.22% |
| NVIDIA (NVDA) | 3.8% | 3.05% |
| PepsiCo (PEP) | 3.26% | 2.62% |
| Novo-Nordisk (NVO) | 2.72% | 1.21% |
| Bitcoin (BTC) | 1.09% | 0.77% |
Cash & Instruments Over Time
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