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Portfolio Diversification
Range
Most Diversified
20 instruments
February 9, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.7 instruments
Most Consistent Holdings
Top 5
ULVR.L99.53%
VOO99.53%
VTI95.68%
DIS94.5%
BTC88.11%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 14.08% | 27.03% | 99.53% | - |
| Bitcoin (BTC) | 13.85% | 0% | 88.11% | 3/4/2026 |
 Ethereum (ETH) | 11.45% | 0% | 88.11% | 3/4/2026 |
| Unilever (ULVR.L) | 10.76% | 14.53% | 99.53% | - |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 7.9% | 17.57% | 95.68% | - |
 Cardano (ADA) | 7.02% | 0% | 88.11% | 3/4/2026 |
| Disney (DIS) | 5.28% | 0% | 94.5% | 8/3/2026 |
 Nio (NIO) | 4.04% | 0% | 79.48% | 8/3/2026 |
 Airbus (AIR.PA) | 2.24% | 0% | 38.14% | 11/6/2023 |
 IIPR (IIPR) | 1.9% | 0% | 67% | 3/12/2025 |
 Realty Income (O) | 1.6% | 4.34% | 54.35% | - |
 Vanguard Financials ETF (VFH) | 1.49% | 0% | 45.42% | 3/27/2024 |
 Siemens Healthineers (SHL.DE) | 1.3% | 0% | 75.58% | 8/3/2026 |
 Volkswagen (VOW3.DE) | 1.08% | 0% | 29.21% | 3/11/2025 |
 SAP (SAP.DE) | 1.06% | 0% | 18.15% | 11/18/2022 |
 Infineon (IFX.DE) | 0.71% | 2.41% | 26.67% | - |
 Workhorse (WKHS) | 0.59% | 0% | 23.06% | 2/21/2024 |
 iShares MSCI Germany ETF (EWG) | 0.39% | 2.58% | 30.75% | - |
 iShares Core MSCI Europe ETF (IEUR) | 0.39% | 1.62% | 30.99% | - |
 Alphabet (GOOG) | 0.23% | 0% | 25.07% | 4/26/2024 |
 Hyliion (HYLN) | 0.21% | 0% | 10.94% | 7/5/2022 |
 Sony (SONY) | 0.17% | 0% | 11.12% | 9/4/2024 |
 XRP (XRP) | 0.13% | 0% | 3.84% | 1/19/2024 |
 Disney (DIS.RTH) | 0.11% | 0% | 10.88% | 8/3/2026 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.08% | 3.49% | 2.78% | - |
 Siemens (SIE.DE) | 0.07% | 0% | 1.54% | 1/26/2022 |
 Corsair (CRSR) | 0.06% | 0% | 3.84% | 3/7/2022 |
 EUR/USD (EURUSD) | 0.06% | 0% | 7.21% | 11/5/2025 |
 Peloton (PTON) | 0.05% | 0% | 3.84% | 3/7/2022 |
 USD/CAD (USDCAD) | 0.05% | 0% | 4.49% | 4/4/2024 |
 Amundi Japan TOPIX II UCITS ETF (LYXJPN.DE) | 0.05% | 1.2% | 3.9% | - |
 Shell (SHEL.L) | 0.03% | 0% | 2.84% | 3/7/2022 |
 Eutelsat (ETL.PA) | 0.02% | 0% | 2.66% | 3/25/2024 |
 Deutsche Bank (DB) | 0.02% | 0% | 1.71% | 5/6/2025 |
 Ubisoft (UBI.PA) | 0.01% | 0% | 2.07% | 9/11/2024 |
 NZD/USD (NZDUSD) | 0.01% | 0% | 0.59% | 11/5/2025 |
 EUR/NZD (EURNZD) | 0.01% | 0% | 1.36% | 3/28/2025 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0% | 1.18% | 12/29/2025 |
 EUR/CAD (EURCAD) | 0% | 0% | 0.53% | 2/20/2024 |
 Terra Classic (LUNC) | 0% | 0% | 0.06% | 5/19/2022 |
 Songbird (SGB) | 0% | 0% | 0.12% | 11/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 20.36% | 21.19% |
| Ethereum (ETH) | 6.51% | 18.34% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 13.84% | 14.38% |
| Unilever (ULVR.L) | 19.54% | 14.07% |
| Bitcoin (BTC) | 4.07% | 13.29% |
| Cardano (ADA) | 20.11% | 7.32% |
| Realty Income (O) | 5.7% | 3.97% |
| iShares Core MSCI Europe ETF (IEUR) | 1.63% | 1.4% |
| iShares MSCI Germany ETF (EWG) | 1.63% | 1.36% |
| Disney (DIS) | 1.63% | 1.3% |
| Siemens Healthineers (SHL.DE) | 1.63% | 1.12% |
| Nio (NIO) | 0.81% | 0.52% |
Cash & Instruments Over Time
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