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Portfolio Diversification
Range
Most Diversified
43 instruments
June 8, 2024
Least Diversified
0 instruments
October 19, 2025
Average
20.3 instruments
Most Consistent Holdings
Top 5
T.US68.82%
BHP64.23%
INTC63.94%
TRX63.41%
SBUX59.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| TRON (TRX) | 14.71% | 0% | 63.41% | 10/10/2025 |
 Microsoft (MSFT) | 7.54% | 33.59% | 20.27% | - |
 Novo Nordisk (NOVO-B.CO) | 6.89% | 14.97% | 25.03% | - |
 LVMH (MC.PA) | 6.32% | 0% | 28.86% | 10/18/2025 |
 BlackRock (BLK) | 4.06% | 0% | 15.74% | 7/5/2024 |
| BHP (BHP) | 3.75% | 0% | 64.23% | 7/1/2025 |
 Cardano (ADA) | 3.49% | 0% | 29.21% | 6/13/2023 |
| Intel (INTC) | 3.45% | 0% | 63.94% | 5/8/2025 |
 Coca-Cola (KO) | 3.33% | 4.23% | 56.62% | - |
 Alphabet (GOOG) | 3.32% | 0% | 46.57% | 5/7/2026 |
 XRP (XRP) | 2.74% | 0% | 29.21% | 6/13/2023 |
| Starbucks (SBUX) | 2.63% | 0% | 59.87% | 7/1/2025 |
| AT&T (T.US) | 2.39% | 0% | 68.82% | 7/1/2025 |
 Porsche (PAH3.DE) | 1.84% | 0% | 46.75% | 11/13/2024 |
 PepsiCo (PEP) | 1.58% | 0% | 23.34% | 8/7/2025 |
 Visa (V) | 1.46% | 0% | 39.37% | 6/5/2026 |
 Realty Income (O) | 1.38% | 4.1% | 24.56% | - |
 BrainChip (BRN.ASX) | 1.35% | 0% | 24.68% | 12/12/2025 |
 Adobe (ADBE) | 1.17% | 0% | 11.21% | 2/2/2026 |
 BMW (BMW.DE) | 1.14% | 0% | 40.42% | 2/2/2026 |
 Lockheed Martin (LMT) | 0.98% | 0% | 8.83% | 10/18/2025 |
 Oracle (ORCL) | 0.85% | 0% | 37.75% | 8/11/2026 |
 Merck (MRK) | 0.84% | 0% | 15.21% | 1/29/2026 |
 Caterpillar (CAT) | 0.84% | 2.66% | 37.22% | - |
 Deere (DE) | 0.81% | 0% | 31.48% | 5/8/2025 |
 Apple (AAPL) | 0.81% | 0% | 20.33% | 7/5/2024 |
 Altria (MO) | 0.76% | 4.99% | 22.36% | - |
 Virgin Galactic (SPCE) | 0.71% | 0% | 41.87% | 12/4/2025 |
 Bank of America (BAC) | 0.68% | 0% | 29.09% | 2/2/2026 |
 Bitcoin (BTC) | 0.68% | 0% | 29.21% | 6/13/2023 |
 MPLX (MPLX.US) | 0.65% | 1.91% | 9.47% | - |
 Hess Midstream (HESM) | 0.63% | 2.9% | 19.51% | - |
 IBM (IBM) | 0.6% | 0% | 33.62% | 2/21/2025 |
 L'Oréal (OR.PA) | 0.59% | 0% | 25.09% | 7/1/2025 |
 AbbVie (ABBV) | 0.59% | 0% | 20.15% | 5/23/2025 |
 Kimberly-Clark (KMB) | 0.58% | 2.92% | 13.07% | - |
 Ralph Lauren (RL) | 0.58% | 0% | 35.54% | 2/21/2025 |
 Kering (KER.PA) | 0.56% | 0% | 28.63% | 5/8/2025 |
 Amazon (AMZN) | 0.56% | 0% | 25.84% | 5/8/2025 |
 Medtronic (MDT.US) | 0.54% | 0% | 29.56% | 10/26/2023 |
 US Bancorp (USB) | 0.52% | 0% | 29.56% | 10/26/2023 |
 Mercedes-Benz (MBG.DE) | 0.48% | 0% | 46.86% | 7/1/2025 |
 T. Rowe Price (TROW) | 0.47% | 2.74% | 8.65% | - |
 Northrop Grumman (NOC) | 0.47% | 9.7% | 4.65% | - |
 NVIDIA (NVDA) | 0.45% | 0% | 17.42% | 8/28/2026 |
 General Dynamics (GD) | 0.45% | 0% | 26.95% | 7/1/2025 |
 Colgate (CL) | 0.32% | 0% | 27.41% | 2/2/2026 |
 Procter & Gamble (PG) | 0.29% | 0% | 28.28% | 5/23/2025 |
 GE (GE) | 0.28% | 0% | 26.66% | 5/23/2025 |
 Johnson & Johnson (JNJ) | 0.26% | 0% | 28.51% | 7/1/2025 |
 Verizon (VZ) | 0.25% | 0% | 29.38% | 10/26/2023 |
 Chevron (CVX.US) | 0.25% | 0% | 14% | 7/14/2025 |
 Nike (NKE) | 0.25% | 0% | 25.73% | 6/8/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.24% | 0% | 6.1% | 2/2/2026 |
 Nio (NIO) | 0.23% | 0% | 27.24% | 5/10/2023 |
 Kraft Heinz (KHC) | 0.23% | 0% | 32.11% | 7/1/2025 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.23% | 0% | 16.09% | 7/14/2025 |
 3M (MMM) | 0.23% | 0% | 2.32% | 5/4/2022 |
 DonFan | 0.22% | 0% | 1.16% | 8/20/2023 |
 Kroger (KR) | 0.21% | 1.71% | 17.94% | - |
 VAULTA (A) | 0.2% | 0% | 26.83% | 5/3/2023 |
 Rocket Lab (RKLB) | 0.2% | 0% | 19.51% | 7/18/2025 |
 Sony (SONY) | 0.2% | 1.94% | 8.54% | - |
 Pfizer (PFE) | 0.19% | 2.1% | 7.55% | - |
 UnitedHealth (UNH) | 0.18% | 0% | 2.79% | 7/10/2025 |
 Nestle (NESN.ZU) | 0.18% | 0% | 28.69% | 5/23/2025 |
 Cloudflare (NET) | 0.18% | 0% | 14.46% | 2/12/2025 |
 Yum (YUM) | 0.17% | 0% | 20.73% | 2/10/2025 |
 CNR (CNI) | 0.17% | 0% | 5.92% | 10/8/2025 |
 Maersk (MAERSKB.CO) | 0.15% | 0% | 1.97% | 5/27/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.15% | 1.7% | 8.36% | - |
 Aramco (SAOC) | 0.14% | 0% | 9.12% | 10/29/2023 |
 Salesforce (CRM) | 0.14% | 3.08% | 4.76% | - |
 Raytheon (RTX) | 0.14% | 0% | 19.4% | 2/21/2025 |
 S&P Global (SPGI) | 0.11% | 2.38% | 4.65% | - |
 TSMC (TSM) | 0.1% | 0% | 6.21% | 4/3/2023 |
 Eli Lilly (LLY) | 0.09% | 0% | 1.05% | 2/21/2025 |
 CVS Health (CVS) | 0.08% | 0% | 23.46% | 7/1/2025 |
 Enterprise Products (EPD) | 0.08% | 0% | 6.68% | 9/1/2022 |
 Treasury Wine Estates (TWE.ASX) | 0.08% | 0% | 29.79% | 7/1/2025 |
 ExxonMobil (XOM) | 0.05% | 0% | 0.93% | 5/4/2022 |
 Comcast (CMCSA) | 0.05% | 0.61% | 6.33% | - |
 Cisco (CSCO) | 0.05% | 0% | 5.4% | 8/29/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 0.52% | 8/14/2024 |
 Brookfield Infrastructure (BIP) | 0.04% | 0% | 5.87% | 4/3/2023 |
 Honda (HMC) | 0.03% | 0% | 6.91% | 4/3/2023 |
 Legend Biotech (LEGN) | 0.03% | 0% | 1.97% | 11/28/2025 |
 Citi (C) | 0.02% | 0% | 3.66% | 10/26/2023 |
 Leidos (LDOS) | 0.02% | 0.46% | 4.65% | - |
 Charles Schwab (SCHW) | 0.02% | 0% | 5.28% | 7/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.02% | 0% | 2.26% | 7/1/2025 |
 Rigetti (RGTI) | 0.02% | 0% | 1.57% | 6/25/2026 |
 OptimizeRx (OPRX) | 0.01% | 0% | 4.41% | 2/10/2025 |
 D-Wave (QBTS) | 0.01% | 0% | 0.87% | 6/25/2026 |
 British American Tobacco (BTI) | 0.01% | 2.05% | 0.7% | - |
 Vonovia (VNA.DE) | 0.01% | 0% | 3.19% | 10/27/2023 |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.01% | 0% | 3.48% | 2/2/2026 |
 Alibaba (BABA) | 0.01% | 0% | 0.64% | 7/11/2023 |
 Texas Pacific (TPL) | 0.01% | 0% | 0.23% | 6/5/2026 |
 Nexity (NXI.PA) | 0.01% | 0% | 3.72% | 10/27/2023 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 0.81% | 4/26/2022 |
 Immersion (IMMR) | 0.01% | 0% | 0.29% | 7/21/2025 |
 Cocrystal Pharma (COCP) | 0.01% | 0% | 2.26% | 2/10/2025 |
 Tesla (TSLA) | 0% | 0% | 0.17% | 11/6/2024 |
 Apellis (APLS) | 0% | 0% | 0.12% | 10/10/2025 |
 Quantum-Si (QSI) | 0% | 0% | 0.75% | 8/28/2026 |
 GE Vernova (GEV) | 0% | 0% | 1.28% | 4/25/2024 |
 Intuitive Machines (LUNR) | 0% | 0% | 0.64% | 7/1/2025 |
 GBP/ILS (GBPILS) | 0% | 0% | 0.17% | 12/30/2024 |
 Sweetgreen (SG) | 0% | 0% | 0.06% | 7/7/2023 |
 GameStop (GME) | 0% | 0% | 0.29% | 6/10/2024 |
 Valeo (FR.PA) | 0% | 0% | 0.17% | 2/2/2026 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.12% | 5/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Novo Nordisk (NOVO-B.CO) | 40.46% | 30.94% |
| Adobe (ADBE) | 9.65% | 10.08% |
| Bank of America (BAC) | 8.38% | 9.61% |
| Alphabet (GOOG) | 3.92% | 8.05% |
| Microsoft (MSFT) | 7.02% | 7.09% |
| T. Rowe Price (TROW) | 6.28% | 6.75% |
| Merck (MRK) | 4.5% | 6.16% |
| Hess Midstream (HESM) | 4.39% | 4.79% |
| Realty Income (O) | 4.38% | 4.55% |
| Oracle (ORCL) | 3.6% | 3.89% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.64% | 3.82% |
| Colgate (CL) | 3.39% | 3.72% |
| iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.26% | 0.31% |
Cash & Instruments Over Time
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