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Portfolio Diversification
Range
Most Diversified
22 instruments
March 8, 2024
Least Diversified
0 instruments
November 12, 2025
Average
17.4 instruments
Most Consistent Holdings
Top 5
GOOG99.74%
KO99.74%
AMZN99.57%
MSFT91.83%
MCD91.83%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 19.86% | 19.36% | 99.57% | - |
 Berkshire Hathaway (BRK.B) | 8.9% | 7.56% | 84.54% | - |
| Coca-Cola (KO) | 7.66% | 6.16% | 99.74% | - |
| Alphabet (GOOG) | 7.16% | 13.97% | 99.74% | - |
| McDonald's (MCD) | 6.79% | 3.95% | 91.83% | - |
| Microsoft (MSFT) | 5.57% | 6.04% | 91.83% | - |
 NVIDIA (NVDA) | 5.16% | 9.27% | 75.33% | - |
 iliescu2605 | 4.01% | 0% | 15.29% | 6/29/2023 |
 DeFiPortfolio | 3.31% | 0% | 80.71% | 7/28/2025 |
 EssilorLuxottica (EL.PA) | 2.7% | 3.93% | 84.45% | - |
 Meta (META) | 2.28% | 5.59% | 63.08% | - |
 JPMorgan (JPM) | 2% | 4.55% | 62.99% | - |
 DividendGrowth | 1.91% | 0% | 62.99% | 1/13/2025 |
 booker03 | 1.7% | 0% | 55.26% | 7/15/2025 |
 Johnson & Johnson (JNJ) | 1.68% | 0% | 62.55% | 2/13/2025 |
 Procter & Gamble (PG) | 1.63% | 0% | 77.67% | 9/22/2025 |
 Mastercard (MA) | 1.53% | 3.21% | 63.16% | - |
 Visa (V) | 1.45% | 2.84% | 62.9% | - |
 Ferrari (RACE) | 1.31% | 1.2% | 84.54% | - |
 Nestle (NESN.ZU) | 1.16% | 0% | 33.88% | 7/23/2024 |
 Costco (COST) | 1.06% | 1.58% | 35.79% | - |
 emfasciani | 0.64% | 0% | 20.68% | 2/26/2024 |
 TheBigBanks | 0.45% | 0% | 10.86% | 7/29/2025 |
 ValueGurus | 0.43% | 0% | 33.28% | 3/26/2025 |
 Eni SpA-ADR (E) | 0.42% | 0% | 8.69% | 10/10/2023 |
 TSMC (TSM) | 0.42% | 1.64% | 16.59% | - |
 BlackRock (BLK) | 0.31% | 0% | 17.38% | 2/17/2026 |
 Broadcom (AVGO) | 0.29% | 2.02% | 14.6% | - |
 Banca Generali (BGN.MI) | 0.28% | 0% | 49.44% | 8/1/2024 |
 Allegro MicroSystems (ALGM) | 0.24% | 0% | 23.2% | 3/26/2024 |
 Sumitomo Mitsui (SMFG) | 0.16% | 1.77% | 18.77% | - |
 Walmart (WMT) | 0.1% | 0% | 17.2% | 2/17/2026 |
 Lottomatica (LTMC.MI) | 0.1% | 0% | 16.25% | 2/5/2026 |
 IBM (IBM) | 0.07% | 0% | 2.69% | 2/2/2023 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0.01% | 0% | 0.43% | 2/23/2026 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.26% | 9/22/2025 |
 Cardlytics (CDLX) | 0.01% | 0% | 0.7% | 9/29/2023 |
 Western Digital (WDC) | 0% | 0% | 0.7% | 3/4/2026 |
 SPDR Gold (GLD) | 0% | 0% | 0.17% | 1/29/2026 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.09% | 10/16/2023 |
 Sunrise Communications AG (SNREY) | 0% | 0% | 1.82% | 12/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 14.18% | 16.84% |
| Alphabet (GOOG) | 7.58% | 12.11% |
| NVIDIA (NVDA) | 7.18% | 9.9% |
| Berkshire Hathaway (BRK.B) | 10.55% | 9.83% |
| Microsoft (MSFT) | 7.14% | 6.75% |
| Coca-Cola (KO) | 6.07% | 5.28% |
| EssilorLuxottica (EL.PA) | 5.12% | 4.81% |
| JPMorgan (JPM) | 4.84% | 4.79% |
| Meta (META) | 5.61% | 4.63% |
| McDonald's (MCD) | 4.18% | 3.48% |
| Mastercard (MA) | 2.98% | 2.59% |
| Costco (COST) | 3.5% | 2.47% |
| Visa (V) | 2.45% | 2.22% |
| Ferrari (RACE) | 3.27% | 2.13% |
| BlackRock (BLK) | 2.8% | 2.06% |
| Broadcom (AVGO) | 2.63% | 1.99% |
| TSMC (TSM) | 1.75% | 1.39% |
| Sumitomo Mitsui (SMFG) | 0.7% | 0.69% |
| Lottomatica (LTMC.MI) | 0.87% | 0.62% |
| Walmart (WMT) | 0.7% | 0.61% |
Cash & Instruments Over Time
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