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Portfolio Diversification
Range
Most Diversified
43 instruments
June 8, 2024
Least Diversified
0 instruments
October 19, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
T76.95%
BHP71.82%
INTC71.49%
TRX70.91%
SBUX66.95%
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) | 16.45% | 0% | 70.91% | 10/10/2025 |
 LVMH (MC.PA) | 7.07% | 0% | 32.27% | 10/18/2025 |
 Novo Nordisk (NOVO-B.CO) | 5.28% | 21.73% | 16.56% | - |
 BlackRock (BLK) | 4.54% | 0% | 17.6% | 7/5/2024 |
| BHP (BHP) | 4.2% | 0% | 71.82% | 7/1/2025 |
 Cardano (ADA) | 3.9% | 0% | 32.66% | 6/13/2023 |
| Intel (INTC) | 3.86% | 0% | 71.49% | 5/8/2025 |
 Alphabet (GOOG) | 3.67% | 7.88% | 51.1% | - |
 Coca-Cola (KO) | 3.51% | 0% | 58.12% | 2/21/2025 |
 Microsoft (MSFT) | 3.39% | 57.43% | 11.23% | - |
 XRP (XRP) | 3.07% | 0% | 32.66% | 6/13/2023 |
| Starbucks (SBUX) | 2.94% | 0% | 66.95% | 7/1/2025 |
| AT&T (T) | 2.67% | 0% | 76.95% | 7/1/2025 |
 Porsche (PAH3.DE) | 2.05% | 0% | 52.27% | 11/13/2024 |
 PepsiCo (PEP) | 1.76% | 0% | 26.1% | 8/7/2025 |
 BrainChip (BRN.ASX) | 1.51% | 0% | 27.6% | 12/12/2025 |
 Visa (V) | 1.49% | 5.25% | 41.23% | - |
 Adobe (ADBE) | 1.31% | 0% | 12.53% | 2/2/2026 |
 BMW (BMW.DE) | 1.28% | 0% | 45.19% | 2/2/2026 |
 Realty Income (O) | 1.15% | 0% | 16.69% | 2/2/2026 |
 Lockheed Martin (LMT) | 1.09% | 0% | 9.87% | 10/18/2025 |
 Merck (MRK) | 0.94% | 0% | 17.01% | 1/29/2026 |
 Oracle (ORCL) | 0.92% | 0% | 41.36% | 2/2/2026 |
 Deere (DE) | 0.91% | 0% | 35.19% | 5/8/2025 |
 Apple (AAPL) | 0.91% | 0% | 22.73% | 7/5/2024 |
 Virgin Galactic (SPCE) | 0.8% | 0% | 46.82% | 12/4/2025 |
 Caterpillar (CAT) | 0.78% | 0% | 36.62% | 5/23/2025 |
 Bank of America (BAC) | 0.76% | 0% | 32.53% | 2/2/2026 |
 Bitcoin (BTC) | 0.76% | 0% | 32.66% | 6/13/2023 |
 IBM (IBM) | 0.67% | 0% | 37.6% | 2/21/2025 |
 L'Oréal (OR.PA) | 0.66% | 0% | 28.05% | 7/1/2025 |
 AbbVie (ABBV) | 0.66% | 0% | 22.53% | 5/23/2025 |
 Ralph Lauren (RL) | 0.65% | 0% | 39.74% | 2/21/2025 |
 Kering (KER.PA) | 0.63% | 0% | 32.01% | 5/8/2025 |
 Amazon (AMZN) | 0.62% | 0% | 28.9% | 5/8/2025 |
 Altria (MO) | 0.62% | 0% | 20.19% | 2/2/2026 |
 Medtronic (MDT.US) | 0.61% | 0% | 33.05% | 10/26/2023 |
 US Bancorp (USB) | 0.58% | 0% | 33.05% | 10/26/2023 |
 MPLX (MPLX) | 0.56% | 0% | 3.51% | 7/1/2025 |
 Mercedes-Benz (MBG.DE) | 0.53% | 0% | 52.4% | 7/1/2025 |
 NVIDIA (NVDA) | 0.5% | 0% | 19.35% | 3/3/2025 |
 General Dynamics (GD) | 0.5% | 0% | 30.13% | 7/1/2025 |
 T. Rowe Price (TROW) | 0.43% | 0% | 6.3% | 2/2/2026 |
 Hess Midstream (HESM) | 0.42% | 1.89% | 10.58% | - |
 Colgate (CL) | 0.36% | 0% | 30.65% | 2/2/2026 |
 Procter & Gamble (PG) | 0.32% | 0% | 31.62% | 5/23/2025 |
 GE (GE) | 0.32% | 0% | 29.81% | 5/23/2025 |
 Johnson & Johnson (JNJ) | 0.29% | 0% | 31.88% | 7/1/2025 |
 Verizon (VZ) | 0.28% | 0% | 32.86% | 10/26/2023 |
 Chevron (CVX) | 0.28% | 0% | 15.65% | 7/14/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.26% | 0% | 6.82% | 2/2/2026 |
 Nio (NIO) | 0.26% | 0% | 30.45% | 5/10/2023 |
 Kraft Heinz (KHC) | 0.26% | 0% | 35.91% | 7/1/2025 |
 Nike (NKE) | 0.26% | 0% | 28.57% | 7/1/2025 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.26% | 0% | 17.99% | 7/14/2025 |
 3M (MMM) | 0.25% | 0% | 2.6% | 5/4/2022 |
 DonFan | 0.25% | 0% | 1.3% | 8/20/2023 |
 VAULTA (A) | 0.23% | 0% | 30% | 5/3/2023 |
 Rocket Lab (RKLB) | 0.22% | 0% | 21.82% | 7/18/2025 |
 UnitedHealth (UNH) | 0.2% | 0% | 3.12% | 7/10/2025 |
 Nestle (NESN.ZU) | 0.2% | 0% | 32.08% | 5/23/2025 |
 Cloudflare (NET) | 0.2% | 0% | 16.17% | 2/12/2025 |
 Yum (YUM) | 0.2% | 0% | 23.18% | 2/10/2025 |
 CNR (CNI) | 0.19% | 0% | 6.62% | 10/8/2025 |
 Kimberly-Clark (KMB) | 0.18% | 4.9% | 3.18% | - |
 Maersk (MAERSKB.CO) | 0.17% | 0% | 2.21% | 5/27/2024 |
 Aramco (SAOC) | 0.16% | 0% | 10.19% | 10/29/2023 |
 Raytheon (RTX) | 0.16% | 0% | 21.69% | 2/21/2025 |
 Kroger (KR) | 0.14% | 0% | 14.74% | 10/26/2023 |
 TSMC (TSM) | 0.12% | 0% | 6.95% | 4/3/2023 |
 Eli Lilly (LLY) | 0.11% | 0% | 1.17% | 2/21/2025 |
 CVS Health (CVS) | 0.09% | 0% | 26.23% | 7/1/2025 |
 Enterprise Products (EPD) | 0.09% | 0% | 7.47% | 9/1/2022 |
 Treasury Wine Estates (TWE.ASX) | 0.08% | 0% | 33.31% | 7/1/2025 |
 ExxonMobil (XOM) | 0.06% | 0% | 1.04% | 5/4/2022 |
 Cisco (CSCO) | 0.06% | 0% | 6.04% | 8/29/2024 |
 Crowdstrike (CRWD) | 0.05% | 0% | 0.58% | 8/14/2024 |
 Brookfield Infrastructure (BIP) | 0.04% | 0% | 6.56% | 4/3/2023 |
 Honda (HMC) | 0.04% | 0% | 7.73% | 4/3/2023 |
 Legend Biotech (LEGN) | 0.04% | 0% | 2.21% | 11/28/2025 |
 Citi (C) | 0.03% | 0% | 4.09% | 10/26/2023 |
 Charles Schwab (SCHW) | 0.02% | 0% | 5.91% | 7/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.02% | 0% | 2.53% | 7/1/2025 |
 OptimizeRx (OPRX) | 0.02% | 0% | 4.94% | 2/10/2025 |
 Vonovia (VNA.DE) | 0.01% | 0% | 3.57% | 10/27/2023 |
 iShares MSCI Poland UCITS ETF (IBCJ.DE) | 0.01% | 0% | 3.9% | 2/2/2026 |
 Alibaba (BABA) | 0.01% | 0% | 0.71% | 7/11/2023 |
 Nexity (NXI.PA) | 0.01% | 0% | 4.16% | 10/27/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0% | 1.88% | 7/1/2025 |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 0.91% | 4/26/2022 |
 Immersion (IMMR) | 0.01% | 0% | 0.32% | 7/21/2025 |
 Sony (SONY) | 0.01% | 0% | 0.65% | 2/2/2026 |
 Cocrystal Pharma (COCP) | 0.01% | 0% | 2.53% | 2/10/2025 |
 Tesla (TSLA) | 0% | 0% | 0.19% | 11/6/2024 |
 Apellis (APLS) | 0% | 0% | 0.13% | 10/10/2025 |
 Quantum-Si (QSI) | 0% | 0% | 0.65% | 4/9/2026 |
 GE Vernova (GEV) | 0% | 0% | 1.43% | 4/25/2024 |
 Rigetti (RGTI) | 0% | 0% | 0.78% | 4/9/2026 |
 Intuitive Machines (LUNR) | 0% | 0% | 0.71% | 7/1/2025 |
 GBP/ILS (GBPILS) | 0% | 0% | 0.19% | 12/30/2024 |
 Sweetgreen (SG) | 0% | 0% | 0.06% | 7/7/2023 |
 GameStop (GME) | 0% | 0% | 0.32% | 6/10/2024 |
 Valeo (FR.PA) | 0% | 0% | 0.19% | 2/2/2026 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.13% | 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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