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Portfolio Diversification
Range
Most Diversified
79 instruments
June 23, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.1 instruments
Most Consistent Holdings
Top 5
BRK.B99.75%
BTC98.08%
GOOG75.84%
MC.PA75.84%
OXY75.84%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10% | 12.44% | 99.75% | - |
| Alphabet (GOOG) | 4.86% | 0% | 75.84% | 7/7/2025 |
| Bitcoin (BTC) | 4.58% | 5.72% | 98.08% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 4.27% | 18.29% | 31.86% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.21% | 0% | 25% | 2/25/2026 |
 British American Tobacco (BTI) | 2.71% | 0% | 68.23% | 5/8/2025 |
 iShares MSCI China ETF (MCHI) | 2.63% | 0% | 42.14% | 4/21/2025 |
 SPDR Gold (GLD) | 2.58% | 0% | 66.47% | 6/23/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 2.28% | 0% | 74.67% | 6/23/2025 |
 Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 2.27% | 0% | 23.49% | 3/31/2026 |
 Microsoft (MSFT) | 1.76% | 8.63% | 48.41% | - |
 iShares USD TIPS UCITS ETF (IUST.DE) | 1.71% | 0% | 14.05% | 12/9/2025 |
| LVMH (MC.PA) | 1.69% | 0% | 75.84% | 7/7/2025 |
 iShares MSCI ACWI UCITS ETF (ISAC.L) | 1.64% | 29.55% | 4.43% | - |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 1.62% | 0% | 20.65% | 2/25/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 1.58% | 0% | 59.45% | 6/23/2025 |
 Costco (COST) | 1.48% | 0% | 32.94% | 2/6/2024 |
 Ethereum (ETH) | 1.46% | 0% | 58.11% | 12/26/2024 |
| Occidental (OXY) | 1.45% | 0% | 75.84% | 7/7/2025 |
 Teleperformance (TEP.PA) | 1.4% | 0% | 64.38% | 6/26/2025 |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 1.37% | 0% | 22.99% | 3/25/2026 |
 Berry Plastics (BERY) | 1.31% | 0% | 65.47% | 3/5/2025 |
 Apple (AAPL) | 1.22% | 0% | 40.97% | 5/13/2024 |
 Realty Income (O) | 1.19% | 0% | 57.61% | 1/30/2026 |
 YieldGrowth | 1.19% | 0% | 13.13% | 6/11/2024 |
 MercadoLibre (MELI) | 1.17% | 0% | 45.32% | 10/30/2025 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 1.16% | 0% | 14.55% | 11/1/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1.15% | 0% | 47.07% | 12/26/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 1.11% | 6.41% | 20.4% | - |
 iShares MSCI EAFE Value ETF (EFV) | 1.04% | 0% | 19.73% | 6/23/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.04% | 0% | 32.02% | 11/11/2024 |
 VF Corp (VFC) | 1% | 0% | 54.93% | 10/29/2024 |
 3M (MMM) | 0.98% | 0% | 49.41% | 8/23/2024 |
 Meta (META) | 0.98% | 0% | 41.22% | 5/16/2024 |
 Union Pacific (UNP) | 0.96% | 4.35% | 44.57% | - |
 iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) | 0.88% | 0% | 14.13% | 12/9/2025 |
 Philip Morris (PM) | 0.81% | 0% | 39.72% | 5/20/2024 |
 Autozone (AZO) | 0.75% | 0% | 55.6% | 11/6/2024 |
 Xtrackers FTSE Developed Europe Real Estate UCITS ETF (D5BK.DE) | 0.72% | 0% | 14.13% | 12/9/2025 |
 American Express (AXP) | 0.67% | 0% | 41.22% | 5/16/2024 |
 Endava (DAVA) | 0.67% | 0% | 23.91% | 7/1/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.66% | 0% | 6.52% | 2/25/2026 |
 HCA (HCA) | 0.61% | 0% | 22.49% | 5/16/2024 |
 Academy Sports (ASO) | 0.56% | 0% | 41.22% | 5/16/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.54% | 0% | 23.75% | 5/6/2025 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.53% | 0% | 13.88% | 11/4/2024 |
 Crocs (CROX) | 0.53% | 0% | 49.58% | 5/8/2025 |
 Nestle (NESN.ZU) | 0.52% | 0% | 11.71% | 4/24/2025 |
 Johnson & Johnson (JNJ) | 0.49% | 0% | 29.77% | 5/5/2025 |
 Pershing Square (PSH.L) | 0.49% | 0% | 42.47% | 10/21/2024 |
 iShares Silver Trust (SLV) | 0.48% | 0% | 22.07% | 12/9/2025 |
 iShares TIPS Bond ETF (TIP) | 0.46% | 0% | 30.18% | 1/4/2024 |
 Visa (V) | 0.45% | 7.92% | 25.59% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.45% | 0% | 20.99% | 6/4/2025 |
 Global Payments (GPN) | 0.44% | 0% | 19.82% | 7/7/2025 |
 Adidas (ADS.DE) | 0.43% | 0% | 36.96% | 3/26/2024 |
 Procter & Gamble (PG) | 0.41% | 0% | 23.41% | 1/20/2026 |
 Chevron (CVX) | 0.4% | 0% | 38.29% | 1/16/2025 |
 PepsiCo (PEP) | 0.4% | 0% | 29.01% | 5/8/2025 |
 Amazon (AMZN) | 0.4% | 0% | 26.76% | 2/24/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.38% | 0% | 22.41% | 6/4/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 0.35% | 0% | 32.94% | 2/6/2024 |
 CSX (CSX) | 0.33% | 0% | 23.49% | 10/16/2023 |
 McDonald's (MCD) | 0.33% | 0% | 34.45% | 5/16/2024 |
 ABF (ABF.L) | 0.33% | 0% | 10.62% | 4/24/2025 |
 Magellan (MFG.ASX) | 0.31% | 0% | 48.83% | 8/16/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.31% | 0% | 19.23% | 8/23/2023 |
 Alibaba (BABA) | 0.3% | 0% | 19.98% | 5/16/2024 |
 Enagas (ENG.MC) | 0.3% | 0% | 28.43% | 11/13/2024 |
 BlackRock (BLK) | 0.29% | 0% | 20.23% | 5/20/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.29% | 0% | 27.26% | 11/30/2023 |
 Bank of America (BAC) | 0.29% | 0% | 30.18% | 1/4/2024 |
 Kraft Heinz (KHC) | 0.28% | 0% | 14.3% | 2/18/2026 |
 Mastercard (MA) | 0.26% | 0% | 23.49% | 10/16/2023 |
 Alpha Metallurgical (AMR) | 0.26% | 0% | 11.45% | 7/7/2025 |
 TD (TD) | 0.25% | 0% | 27.42% | 5/20/2024 |
 Beazley (BEZ.L) | 0.25% | 0% | 13.29% | 6/23/2025 |
 Schwab Fundamental U.S. Large Company Index ETF (FNDX) | 0.25% | 0% | 5.1% | 5/5/2025 |
 Petrobras (PBR) | 0.24% | 0% | 22.07% | 1/20/2026 |
 Vanguard FTSE Europe ETF (VGK) | 0.23% | 0% | 9.36% | 8/7/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.21% | 0% | 24.33% | 1/4/2024 |
 Nike (NKE) | 0.21% | 0% | 21.66% | 2/20/2025 |
 Aker BP (AKRBP.OL) | 0.2% | 0% | 9.45% | 5/9/2025 |
 PayPal (PYPL) | 0.19% | 0% | 23.49% | 10/16/2023 |
 Concentrix (CNXC) | 0.19% | 0% | 30.18% | 1/4/2024 |
 Sprouts (SFM) | 0.19% | 0% | 22.16% | 10/26/2023 |
 Aroundtown (AT1.DE) | 0.18% | 0% | 19.9% | 8/31/2023 |
 LEG Immobilien (LEG.DE) | 0.17% | 0% | 19.9% | 8/31/2023 |
 Starbucks (SBUX) | 0.16% | 0% | 12.63% | 8/29/2024 |
 AT&T (T) | 0.16% | 0% | 20.9% | 9/14/2023 |
 Brazil Index MSCI Ishares (EWZ) | 0.16% | 0% | 8.03% | 2/11/2025 |
 Vonovia (VNA.DE) | 0.16% | 0% | 19.9% | 8/31/2023 |
 Schwab Intl Small-Cap Equity (SCHC) | 0.15% | 0% | 6.44% | 1/14/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.15% | 0% | 7.69% | 5/9/2024 |
 Verizon (VZ) | 0.15% | 0% | 20.15% | 12/17/2025 |
 Disney (DIS) | 0.15% | 0% | 23.49% | 10/16/2023 |
 CNR (CNI) | 0.14% | 6.7% | 11.71% | - |
 JD.com (JD.US) | 0.14% | 0% | 14.46% | 5/16/2024 |
 General Mills (GIS) | 0.14% | 0% | 4.35% | 1/30/2026 |
 Imperial Brands (IMB.L) | 0.14% | 0% | 11.54% | 5/16/2024 |
 Elevance Health (ELV) | 0.14% | 0% | 5.69% | 12/17/2025 |
 iShares Select Dividend ETF (DVY) | 0.14% | 0% | 19.23% | 8/23/2023 |
 Fortescue (FMG.ASX) | 0.12% | 0% | 19.31% | 8/24/2023 |
 Domino's (DOM.L) | 0.12% | 0% | 17.56% | 8/29/2023 |
 Altria (MO) | 0.12% | 0% | 11.71% | 8/24/2023 |
 iShares Core High Dividend ETF (HDV) | 0.11% | 0% | 19.23% | 8/23/2023 |
 Molson Coors (TAP) | 0.11% | 0% | 2.93% | 2/24/2026 |
 Segro (SGRO.L) | 0.11% | 0% | 23.49% | 10/16/2023 |
 Woodside Energy (WDS.ASX) | 0.11% | 0% | 19.31% | 8/24/2023 |
 Moody's (MCO) | 0.11% | 0% | 21.57% | 9/22/2023 |
 Walgreens (WBA) | 0.11% | 0% | 21.57% | 9/22/2023 |
 Rayonier (RYN) | 0.1% | 0% | 2.93% | 2/24/2026 |
 Coca-Cola (KO) | 0.1% | 0% | 16.81% | 7/24/2023 |
 Vanguard FTSE All-World ex-US Small Capital Index Fund (VSS) | 0.1% | 0% | 7.61% | 4/4/2023 |
 Hershey (HSY) | 0.1% | 0% | 3.93% | 3/5/2025 |
 Shell (SHEL) | 0.1% | 0% | 8.61% | 8/23/2023 |
 Tyson Foods (TSN) | 0.09% | 0% | 17.39% | 8/23/2023 |
 Volkswagen (VOW3.DE) | 0.09% | 0% | 7.53% | 12/17/2024 |
 Prologis (PLD) | 0.09% | 0% | 2.93% | 2/11/2025 |
 GoPro (GPRO) | 0.09% | 0% | 21.57% | 9/22/2023 |
 iShares MSCI India ETF (INDA) | 0.09% | 0% | 9.2% | 8/23/2023 |
 Vanguard Glbl Ex-Us Real Est (VNQI) | 0.08% | 0% | 8.44% | 5/6/2025 |
 Rubis (RUI.PA) | 0.08% | 0% | 6.69% | 10/16/2023 |
 Nagarro (NA9.DE) | 0.07% | 0% | 4.68% | 11/13/2024 |
 BHP (BHP) | 0.07% | 0% | 3.26% | 6/17/2025 |
 JPMorgan (JPM) | 0.07% | 0% | 10.62% | 5/11/2023 |
 Rio Tinto (RIO) | 0.07% | 0% | 3.26% | 6/17/2025 |
 Expedia (EXPE) | 0.07% | 0% | 11.54% | 6/13/2023 |
 Medical Properties Trust (MPT) | 0.07% | 0% | 15.72% | 9/22/2023 |
 iShares Global REIT ETF (REET) | 0.07% | 0% | 19.73% | 8/29/2023 |
 T. Rowe Price (TROW) | 0.06% | 0% | 19.23% | 8/23/2023 |
 Macy's (M) | 0.06% | 0% | 4.35% | 10/21/2024 |
 Mercedes-Benz (MBG.DE) | 0.06% | 0% | 5.1% | 11/13/2024 |
 Levi's (LEVI) | 0.05% | 0% | 16.81% | 7/24/2023 |
 Vanguard Long-Term Bond ETF (BLV) | 0.05% | 0% | 7.61% | 4/4/2023 |
 HP (HPQ) | 0.04% | 0% | 4.1% | 7/11/2023 |
 Adobe (ADBE) | 0.03% | 0% | 0.84% | 4/7/2026 |
 Unilever (ULVR.L) | 0.03% | 0% | 2.84% | 10/23/2023 |
 Waste Management (WM) | 0.03% | 0% | 5.77% | 4/4/2023 |
 Repsol (REP.MC) | 0.03% | 0% | 6.94% | 12/17/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 1.84% | 1/23/2023 |
 BMW (BMW.DE) | 0.02% | 0% | 3.18% | 10/21/2024 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.02% | 0% | 10.62% | 5/11/2023 |
 Colgate (CL) | 0.02% | 0% | 0.67% | 12/17/2025 |
 Icahn Enterprises (IEP) | 0.02% | 0% | 4.18% | 7/11/2023 |
 Cisco (CSCO) | 0.02% | 0% | 8.11% | 4/10/2023 |
 US Bancorp (USB) | 0.02% | 0% | 2.34% | 5/22/2023 |
 Norfolk Southern (NSC) | 0.02% | 0% | 6.19% | 4/11/2023 |
 Wells Fargo (WFC) | 0.02% | 0% | 8.61% | 4/17/2023 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.02% | 0% | 1.25% | 7/9/2025 |
 Western Union (WU) | 0.01% | 0% | 2.26% | 8/20/2023 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 0.5% | 6/23/2025 |
 Ishares Msci Chile Etf (ECH) | 0.01% | 0% | 1.17% | 5/8/2025 |
 Ralph Lauren (RL) | 0.01% | 0% | 1.84% | 1/23/2023 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 1.84% | 1/23/2023 |
 Franklin Resources (BEN) | 0.01% | 0% | 2.59% | 2/2/2023 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 1.25% | 6/28/2023 |
 Co-Diagnostics (CODX) | 0% | 0% | 0.75% | 1/10/2023 |
 Builders FirstSource (BLDR) | 0% | 0% | 0.42% | 1/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 15.85% | 14.84% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 11.68% | 12.07% |
| Berkshire Hathaway (BRK.B) | 11.39% | 11.73% |
| Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 10.73% | 11.05% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 11.39% | 10.45% |
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 9.53% | 10.13% |
| iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 5.42% | 5.62% |
| Procter & Gamble (PG) | 5.63% | 5.27% |
| Union Pacific (UNP) | 4.96% | 4.66% |
| Petrobras (PBR) | 4.19% | 3.91% |
| Bitcoin (BTC) | 2.01% | 3.37% |
| General Mills (GIS) | 3.58% | 3.33% |
| Realty Income (O) | 3.58% | 3.24% |
Cash & Instruments Over Time
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