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Portfolio Diversification
Range
Most Diversified
43 instruments
June 8, 2024
Least Diversified
0 instruments
October 19, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
T.US70.66%
BHP65.95%
INTC65.65%
TRX65.12%
SBUX61.48%
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) | 15.11% | 0% | 65.12% | 10/10/2025 |
 Microsoft (MSFT) | 6.87% | 31.93% | 18.25% | - |
 Novo Nordisk (NOVO-B.CO) | 6.67% | 16.84% | 23.14% | - |
 LVMH (MC.PA) | 6.49% | 0% | 29.64% | 10/18/2025 |
 BlackRock (BLK) | 4.17% | 0% | 16.16% | 7/5/2024 |
| BHP (BHP) | 3.85% | 0% | 65.95% | 7/1/2025 |
 Cardano (ADA) | 3.58% | 0% | 29.99% | 6/13/2023 |
| Intel (INTC) | 3.54% | 0% | 65.65% | 5/8/2025 |
 Alphabet (GOOG) | 3.41% | 0% | 47.82% | 5/7/2026 |
 Coca-Cola (KO) | 3.32% | 4.03% | 55.58% | - |
 XRP (XRP) | 2.82% | 0% | 29.99% | 6/13/2023 |
| Starbucks (SBUX) | 2.7% | 0% | 61.48% | 7/1/2025 |
| AT&T (T.US) | 2.45% | 0% | 70.66% | 7/1/2025 |
 Porsche (PAH3.DE) | 1.89% | 0% | 48% | 11/13/2024 |
 PepsiCo (PEP) | 1.62% | 0% | 23.97% | 8/7/2025 |
 Visa (V) | 1.5% | 0% | 40.43% | 6/5/2026 |
 BrainChip (BRN.ASX) | 1.38% | 0% | 25.34% | 12/12/2025 |
 Realty Income (O) | 1.3% | 4.48% | 22.66% | - |
 Adobe (ADBE) | 1.2% | 0% | 11.51% | 2/2/2026 |
 BMW (BMW.DE) | 1.17% | 0% | 41.5% | 2/2/2026 |
 Lockheed Martin (LMT) | 1% | 0% | 9.06% | 10/18/2025 |
 Oracle (ORCL) | 0.87% | 0% | 38.76% | 8/11/2026 |
 Merck (MRK) | 0.86% | 0% | 15.62% | 1/29/2026 |
 Deere (DE) | 0.83% | 0% | 32.32% | 5/8/2025 |
 Apple (AAPL) | 0.83% | 0% | 20.87% | 7/5/2024 |
 Caterpillar (CAT) | 0.78% | 2.98% | 35.66% | - |
 Virgin Galactic (SPCE) | 0.73% | 0% | 42.99% | 12/4/2025 |
 Bank of America (BAC) | 0.7% | 0% | 29.87% | 2/2/2026 |
 Bitcoin (BTC) | 0.7% | 0% | 29.99% | 6/13/2023 |
 Altria (MO) | 0.65% | 4.66% | 20.39% | - |
 MPLX (MPLX.US) | 0.61% | 1.96% | 7.16% | - |
 IBM (IBM) | 0.61% | 0% | 34.53% | 2/21/2025 |
 L'Oréal (OR.PA) | 0.61% | 0% | 25.76% | 7/1/2025 |
 AbbVie (ABBV) | 0.61% | 0% | 20.69% | 5/23/2025 |
 Ralph Lauren (RL) | 0.6% | 0% | 36.49% | 2/21/2025 |
 Kering (KER.PA) | 0.58% | 0% | 29.4% | 5/8/2025 |
 Amazon (AMZN) | 0.57% | 0% | 26.54% | 5/8/2025 |
 Hess Midstream (HESM) | 0.56% | 3.8% | 17.47% | - |
 Medtronic (MDT.US) | 0.56% | 0% | 30.35% | 10/26/2023 |
 US Bancorp (USB) | 0.53% | 0% | 30.35% | 10/26/2023 |
 Kimberly-Clark (KMB) | 0.53% | 2.88% | 10.85% | - |
 Mercedes-Benz (MBG.DE) | 0.49% | 0% | 48.12% | 7/1/2025 |
 NVIDIA (NVDA) | 0.47% | 0% | 17.89% | 8/28/2026 |
 General Dynamics (GD) | 0.46% | 0% | 27.67% | 7/1/2025 |
 T. Rowe Price (TROW) | 0.41% | 3.01% | 6.32% | - |
 Colgate (CL) | 0.33% | 0% | 28.15% | 2/2/2026 |
 Procter & Gamble (PG) | 0.29% | 0% | 29.04% | 5/23/2025 |
 GE (GE) | 0.29% | 0% | 27.37% | 5/23/2025 |
 Johnson & Johnson (JNJ) | 0.27% | 0% | 29.28% | 7/1/2025 |
 Verizon (VZ) | 0.26% | 0% | 30.17% | 10/26/2023 |
 Chevron (CVX.US) | 0.26% | 0% | 14.37% | 7/14/2025 |
 Nike (NKE) | 0.25% | 0% | 26.42% | 6/8/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.24% | 0% | 6.26% | 2/2/2026 |
 Nio (NIO) | 0.24% | 0% | 27.97% | 5/10/2023 |
 Kraft Heinz (KHC) | 0.24% | 0% | 32.98% | 7/1/2025 |
 Northrop Grumman (NOC) | 0.24% | 9.41% | 2.21% | - |
 Vanguard Intermediate-Term Corp (VCIT) | 0.24% | 0% | 16.52% | 7/14/2025 |
 3M (MMM) | 0.23% | 0% | 2.39% | 5/4/2022 |
 DonFan | 0.23% | 0% | 1.19% | 8/20/2023 |
 VAULTA (A) | 0.21% | 0% | 27.55% | 5/3/2023 |
 Rocket Lab (RKLB) | 0.2% | 0% | 20.04% | 7/18/2025 |
 UnitedHealth (UNH) | 0.19% | 0% | 2.86% | 7/10/2025 |
 Nestle (NESN.ZU) | 0.18% | 0% | 29.46% | 5/23/2025 |
 Cloudflare (NET) | 0.18% | 0% | 14.85% | 2/12/2025 |
 Yum (YUM) | 0.18% | 0% | 21.29% | 2/10/2025 |
 CNR (CNI) | 0.18% | 0% | 6.08% | 10/8/2025 |
 Kroger (KR) | 0.17% | 1.61% | 15.86% | - |
 Sony (SONY) | 0.15% | 1.9% | 6.2% | - |
 Maersk (MAERSKB.CO) | 0.15% | 0% | 2.03% | 5/27/2024 |
 Aramco (SAOC) | 0.15% | 0% | 9.36% | 10/29/2023 |
 Raytheon (RTX) | 0.14% | 0% | 19.92% | 2/21/2025 |
 Pfizer (PFE) | 0.14% | 2% | 5.19% | - |
 TSMC (TSM) | 0.11% | 0% | 6.38% | 4/3/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.11% | 1.72% | 6.02% | - |
 Eli Lilly (LLY) | 0.1% | 0% | 1.07% | 2/21/2025 |
 CVS Health (CVS) | 0.09% | 0% | 24.09% | 7/1/2025 |
 Enterprise Products (EPD) | 0.08% | 0% | 6.86% | 9/1/2022 |
 Treasury Wine Estates (TWE.ASX) | 0.08% | 0% | 30.59% | 7/1/2025 |
 Salesforce (CRM) | 0.07% | 3.32% | 2.33% | - |
 ExxonMobil (XOM) | 0.06% | 0% | 0.95% | 5/4/2022 |
 S&P Global (SPGI) | 0.05% | 2.43% | 2.21% | - |
 Cisco (CSCO) | 0.05% | 0% | 5.55% | 8/29/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 0.54% | 8/14/2024 |
 Brookfield Infrastructure (BIP) | 0.04% | 0% | 6.02% | 4/3/2023 |
 Comcast (CMCSA) | 0.04% | 0.73% | 3.94% | - |
 Honda (HMC) | 0.03% | 0% | 7.1% | 4/3/2023 |
 Legend Biotech (LEGN) | 0.03% | 0% | 2.03% | 11/28/2025 |
 Citi (C) | 0.03% | 0% | 3.76% | 10/26/2023 |
 Charles Schwab (SCHW) | 0.02% | 0% | 5.43% | 7/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.02% | 0% | 2.33% | 7/1/2025 |
 Rigetti (RGTI) | 0.02% | 0% | 1.61% | 6/25/2026 |
 OptimizeRx (OPRX) | 0.01% | 0% | 4.53% | 2/10/2025 |
 D-Wave (QBTS) | 0.01% | 0% | 0.89% | 6/25/2026 |
 Vonovia (VNA.DE) | 0.01% | 0% | 3.28% | 10/27/2023 |
 Leidos (LDOS) | 0.01% | 0.49% | 2.21% | - |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.01% | 0% | 3.58% | 2/2/2026 |
 Alibaba (BABA) | 0.01% | 0% | 0.66% | 7/11/2023 |
 Texas Pacific (TPL) | 0.01% | 0% | 0.24% | 6/5/2026 |
 Nexity (NXI.PA) | 0.01% | 0% | 3.82% | 10/27/2023 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 0.83% | 4/26/2022 |
 Immersion (IMMR) | 0.01% | 0% | 0.3% | 7/21/2025 |
 Cocrystal Pharma (COCP) | 0.01% | 0% | 2.33% | 2/10/2025 |
 Tesla (TSLA) | 0% | 0% | 0.18% | 11/6/2024 |
 Apellis (APLS) | 0% | 0% | 0.12% | 10/10/2025 |
 Quantum-Si (QSI) | 0% | 0% | 0.78% | 8/28/2026 |
 GE Vernova (GEV) | 0% | 0% | 1.31% | 4/25/2024 |
 Intuitive Machines (LUNR) | 0% | 0% | 0.66% | 7/1/2025 |
 GBP/ILS (GBPILS) | 0% | 0% | 0.18% | 12/30/2024 |
 Sweetgreen (SG) | 0% | 0% | 0.06% | 7/7/2023 |
 GameStop (GME) | 0% | 0% | 0.3% | 6/10/2024 |
 Valeo (FR.PA) | 0% | 0% | 0.18% | 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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