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Portfolio Diversification
Range
Most Diversified
61 instruments
June 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.2 instruments
Most Consistent Holdings
Top 5
GOOG99.51%
MSFT99.51%
PG99.51%
MA99.51%
BRK.B99.51%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.53% | 14.31% | 99.51% | - |
 Visa (V) | 4.66% | 4.51% | 88.47% | - |
| Alphabet (GOOG) | 4.45% | 5.23% | 99.51% | - |
| Microsoft (MSFT) | 3.61% | 11.61% | 99.51% | - |
 Meta (META) | 3.35% | 0% | 84.43% | 11/12/2025 |
 Autozone (AZO) | 2.94% | 1.47% | 99.51% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.7% | 1.97% | 93.62% | - |
 Moody's (MCO) | 2.5% | 1.81% | 99.51% | - |
 Vanguard S&P 500 ETF (VOO) | 2.4% | 0.55% | 92.7% | - |
 Ishares Russell 2000 ETF (IWM) | 2.19% | 2.93% | 88.96% | - |
 Coca-Cola (KO) | 2.14% | 0% | 73.21% | 5/12/2025 |
| Procter & Gamble (PG) | 1.98% | 1.8% | 99.51% | - |
 Amazon (AMZN) | 1.88% | 1.86% | 99.45% | - |
 Adobe (ADBE) | 1.82% | 0.67% | 99.51% | - |
 Bitcoin (BTC) | 1.54% | 0% | 23.36% | 3/4/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.46% | 0% | 63.03% | 11/26/2024 |
 LVMH (MC.PA) | 1.39% | 1.06% | 99.51% | - |
| Mastercard (MA) | 1.33% | 0.47% | 99.51% | - |
 Johnson & Johnson (JNJ) | 1.31% | 0% | 83.2% | 10/23/2025 |
 Costco (COST) | 1.28% | 1.41% | 91.11% | - |
 Ferrari (RACE) | 1.18% | 1% | 70.08% | - |
 Nike (NKE) | 1.16% | 0% | 90.99% | 2/27/2026 |
 PayPal (PYPL) | 1.14% | 8.49% | 99.51% | - |
 Salesforce (CRM) | 1.13% | 1.58% | 93.75% | - |
 O'Reilly Auto (ORLY) | 1.13% | 4.03% | 57.69% | - |
 iShares MSCI India ETF (INDA) | 1.12% | 2.09% | 55.43% | - |
 UnitedHealth (UNH) | 1.01% | 0% | 96.32% | 5/29/2026 |
 Netflix (NFLX) | 0.83% | 0% | 85.84% | 12/5/2025 |
 CNRL (CNQ) | 0.82% | 0% | 70.02% | 3/21/2025 |
 iShares MSCI World Mid-Cap Equ (IS3T.DE) | 0.8% | 1.63% | 39.91% | - |
 McDonald's (MCD) | 0.78% | 1.29% | 70.57% | - |
 First Republic Bank (FRCB) | 0.71% | 0% | 33.78% | 8/17/2023 |
 Alibaba (BABA) | 0.61% | 1% | 99.51% | - |
 American Water (AWK) | 0.6% | 0% | 86.7% | 12/19/2025 |
 Crowdstrike (CRWD) | 0.56% | 0% | 86.7% | 12/19/2025 |
 Equifax (EFX) | 0.54% | 0% | 86.7% | 12/19/2025 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.5% | 0% | 68.12% | 2/18/2025 |
 Volkswagen (VOW3.DE) | 0.5% | 0% | 23.67% | 2/14/2023 |
 American Express (AXP) | 0.5% | 1.78% | 29.25% | - |
 Adidas (ADS.DE) | 0.46% | 0% | 90.99% | 2/27/2026 |
 Stryker (SYK) | 0.45% | 0% | 85.78% | 12/19/2025 |
 Pfizer (PFE) | 0.45% | 0% | 41.75% | 12/12/2023 |
 Mapfre (MAP.MC) | 0.41% | 0% | 7.6% | 4/21/2026 |
 LyondellBasell (LYB) | 0.41% | 2.67% | 12.81% | - |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.3% | 0.39% | 39.85% | - |
 Apple (AAPL) | 0.3% | 0% | 24.83% | 2/20/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.3% | 0% | 17.04% | 12/12/2022 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.27% | 0% | 15.82% | 9/27/2022 |
 Thermo Fisher (TMO) | 0.25% | 0% | 68% | 11/11/2025 |
 MercadoLibre (MELI) | 0.25% | 0.69% | 26.18% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.24% | 2.15% | 16.31% | - |
 Jacobs (J) | 0.24% | 0% | 23.61% | 2/13/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.22% | 0% | 16.49% | 3/6/2023 |
 Fortinet (FTNT) | 0.21% | 0% | 15.45% | 9/18/2022 |
 JPMorgan (JPM) | 0.2% | 0% | 16.37% | 10/7/2022 |
 Tesla (TSLA) | 0.2% | 0% | 18.27% | 11/9/2022 |
 Store Capital Corp. (STOR) | 0.19% | 0% | 23.18% | 2/6/2023 |
 XRP (XRP) | 0.15% | 0% | 5.52% | 3/4/2025 |
 Teva (TEVA) | 0.15% | 0% | 25.02% | 12/19/2025 |
 Digital Realty (DLR) | 0.13% | 0% | 15.51% | 9/20/2022 |
 Constellation Brands (STZ) | 0.13% | 0% | 28.2% | 5/29/2026 |
 Walmart (WMT) | 0.13% | 0% | 16.37% | 10/7/2022 |
 iShares TIPS Bond ETF (TIP) | 0.13% | 0% | 15.88% | 9/28/2022 |
 Logista (LOG.MC) | 0.13% | 0% | 5.46% | 4/20/2026 |
 Nagarro (NA9.DE) | 0.12% | 0% | 44.33% | 1/6/2026 |
 Aptiv (APTV) | 0.12% | 0% | 15.45% | 9/18/2022 |
 Palo Alto Networks (PANW) | 0.12% | 1.39% | 17.29% | - |
 Disney (DIS) | 0.11% | 0% | 16.37% | 10/7/2022 |
 Cellnex (CLNX.MC) | 0.11% | 0% | 15.51% | 9/20/2022 |
 Raytheon (RTX) | 0.11% | 0.62% | 17.29% | - |
 Sea (SE) | 0.11% | 0% | 16.37% | 10/7/2022 |
 ACS (ACS.MC) | 0.1% | 0% | 9.69% | 4/20/2026 |
 JD.com (JD.US) | 0.1% | 0% | 15.51% | 9/20/2022 |
 Paychex (PAYX) | 0.09% | 2.03% | 6.5% | - |
 Repsol (REP.MC) | 0.09% | 0% | 7.91% | 1/19/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.09% | 0.56% | 15.08% | - |
 Booking (BKNG) | 0.08% | 0% | 15.45% | 9/18/2022 |
 Inditex (ITX.MC) | 0.08% | 0% | 11.96% | 11/11/2025 |
 iShares Silver Trust (SLV) | 0.08% | 0% | 6.07% | 12/19/2025 |
 Qualcomm (QCOM) | 0.07% | 0% | 15.45% | 9/18/2022 |
 Allianz (ALV.DE) | 0.07% | 0.59% | 12.14% | - |
 Bank of America (BAC) | 0.07% | 0% | 16.37% | 10/7/2022 |
 Diageo (DGE.L) | 0.06% | 0.77% | 8.46% | - |
 Ferrovial (FER.MC) | 0.06% | 0% | 9.63% | 4/20/2026 |
 Ethereum (ETH) | 0.06% | 0% | 15.45% | 9/18/2022 |
 Uber (UBER) | 0.06% | 0.46% | 11.71% | - |
 SPDR Gold (GLD) | 0.06% | 0% | 9.44% | 3/23/2026 |
 Acciona (ANA.MC) | 0.05% | 0% | 9.69% | 4/20/2026 |
 Tencent (0700.HK) | 0.05% | 0% | 15.51% | 9/20/2022 |
 Molson Coors (TAP) | 0.05% | 0.25% | 17.9% | - |
 General Mills (GIS) | 0.05% | 1.21% | 4.05% | - |
 Acerinox (ACX.MC) | 0.04% | 0% | 6.25% | 4/20/2026 |
 Tyson Foods (TSN) | 0.03% | 0% | 5.89% | 4/7/2022 |
 Agnico Eagle (AEM) | 0.03% | 0% | 7.79% | 12/19/2025 |
 Realty Income (O) | 0.02% | 1.16% | 2.02% | - |
 Signet (SIG) | 0.02% | 0% | 5.89% | 4/7/2022 |
 Fiserv (FISV) | 0.02% | 0% | 4.6% | 9/18/2022 |
 Wheaton Precious Metals (WPM) | 0.02% | 0% | 6.01% | 11/20/2025 |
 Kraft Heinz (KHC) | 0.01% | 0% | 1.84% | 2/20/2026 |
 CIE Automotive (CIE.MC) | 0.01% | 0% | 3% | 4/20/2026 |
 Eli Lilly (LLY) | 0.01% | 0.28% | 2.58% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.32% | 8.38% |
| Alphabet (GOOG) | 3.85% | 7.45% |
| Mapfre (MAP.MC) | 6.41% | 5.79% |
| Microsoft (MSFT) | 2.81% | 3.74% |
| Ishares Russell 2000 ETF (IWM) | 3.08% | 3.54% |
| Repsol (REP.MC) | 3.53% | 3.17% |
| O'Reilly Auto (ORLY) | 3.21% | 3.1% |
| LyondellBasell (LYB) | 3.21% | 2.84% |
| Amazon (AMZN) | 2.42% | 2.68% |
| iShares MSCI World Mid-Cap Equ (IS3T.DE) | 2.56% | 2.49% |
| iShares MSCI India ETF (INDA) | 2.56% | 2.41% |
| Vanguard Total Stock Market ETF (VTI) | 1.6% | 2.3% |
| Salesforce (CRM) | 2.24% | 2.17% |
| Moody's (MCO) | 1.6% | 1.97% |
| American Express (AXP) | 1.6% | 1.96% |
| Procter & Gamble (PG) | 2.05% | 1.81% |
| Alibaba (BABA) | 1.6% | 1.55% |
| LVMH (MC.PA) | 1.42% | 1.5% |
| Costco (COST) | 1.28% | 1.36% |
| Adobe (ADBE) | 1.6% | 1.28% |
| Autozone (AZO) | 0.96% | 1.19% |
| Visa (V) | 1.28% | 1.16% |
| Vanguard S&P 500 ETF (VOO) | 0.64% | 1.04% |
| ACS (ACS.MC) | 0.96% | 0.92% |
| State Street Energy Select Sector SPDR ETF (XLE) | 0.96% | 0.86% |
| SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.96% | 0.85% |
| UnitedHealth (UNH) | 0.96% | 0.84% |
| Ferrari (RACE) | 0.96% | 0.77% |
| Nike (NKE) | 1.6% | 0.65% |
| Raytheon (RTX) | 0.64% | 0.61% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.64% | 0.57% |
| Ferrovial (FER.MC) | 0.64% | 0.57% |
| Allianz (ALV.DE) | 0.64% | 0.57% |
| SPDR Gold (GLD) | 0.64% | 0.56% |
| Nagarro (NA9.DE) | 0.64% | 0.55% |
| Acciona (ANA.MC) | 0.64% | 0.53% |
| Mastercard (MA) | 0.32% | 0.52% |
| Palo Alto Networks (PANW) | 0.64% | 0.49% |
| Constellation Brands (STZ) | 0.64% | 0.44% |
| Adidas (ADS.DE) | 0.64% | 0.34% |
| PayPal (PYPL) | 1% | 0.31% |
| Apple (AAPL) | 0.32% | 0.3% |
| Molson Coors (TAP) | 0.32% | 0.29% |
Cash & Instruments Over Time
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