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Portfolio Diversification
Range
Most Diversified
14 instruments
March 30, 2023
Least Diversified
11 instruments
December 19, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
BAC100%
JPM100%
V100%
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 |
|---|---|---|---|---|
 Realty Income (O) | 15.69% | 14.46% | 100% | - |
| Bank of America (BAC) | 15.28% | 15.42% | 100% | - |
| Microsoft (MSFT) | 13.92% | 11.37% | 100% | - |
| JPMorgan (JPM) | 12.25% | 13.5% | 100% | - |
 BlackRock (BLK) | 10.1% | 8.85% | 100% | - |
| Apple (AAPL) | 9.6% | 9.55% | 100% | - |
| Visa (V) | 7.82% | 5.88% | 100% | - |
 Alibaba (BABA) | 4.56% | 3.64% | 100% | - |
 NVIDIA (NVDA) | 2.71% | 3.3% | 41.09% | - |
 Block Inc. (XYZ) | 2.41% | 1.85% | 100% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.19% | 0% | 17.98% | 3/2/2026 |
 Tencent (0700.HK) | 0.99% | 0% | 82.1% | 8/13/2025 |
 Warner Bros Discovery (WBD) | 0.68% | 0% | 93.14% | 12/18/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.38% | 0% | 16.33% | 7/11/2023 |
 Transdigm (TDG) | 0.3% | 11.99% | 2.61% | - |
 Beyond Meat (BYND) | 0.27% | 0.02% | 100% | - |
 Meituan (03690.HK) | 0.03% | 0% | 62.99% | 3/31/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bank of America (BAC) | 13.43% | 16.51% |
| JPMorgan (JPM) | 6.92% | 14.24% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 18.03% | 13.55% |
| Microsoft (MSFT) | 8% | 12.74% |
| Realty Income (O) | 17.07% | 11.9% |
| Apple (AAPL) | 6.65% | 9.55% |
| BlackRock (BLK) | 7.98% | 9.4% |
| Visa (V) | 4.35% | 6.16% |
| Alibaba (BABA) | 7.73% | 3.86% |
| Block Inc. (XYZ) | 6.82% | 1.71% |
| Beyond Meat (BYND) | 2.54% | 0.02% |
Cash & Instruments Over Time
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