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Portfolio Diversification
Range
Most Diversified
61 instruments
June 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.3 instruments
Most Consistent Holdings
Top 5
GOOG99.62%
MSFT99.62%
PG99.62%
MA99.62%
BRK.B99.62%
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) | 5.28% | 14.7% | 99.62% | - |
 Visa (V) | 4.68% | 4.22% | 88.26% | - |
| Alphabet (GOOG) | 4.43% | 5.65% | 99.62% | - |
 Meta (META) | 3.45% | 0% | 86.88% | 11/12/2025 |
| Microsoft (MSFT) | 3.39% | 12.57% | 99.62% | - |
 Autozone (AZO) | 2.98% | 1.58% | 99.62% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.72% | 1.99% | 93.56% | - |
 Moody's (MCO) | 2.53% | 1.71% | 99.62% | - |
 Vanguard S&P 500 ETF (VOO) | 2.46% | 0.56% | 92.62% | - |
 Coca-Cola (KO) | 2.2% | 0% | 75.33% | 5/12/2025 |
 Ishares Russell 2000 ETF (IWM) | 2.17% | 4% | 88.77% | - |
| Procter & Gamble (PG) | 1.99% | 1.83% | 99.62% | - |
 Amazon (AMZN) | 1.89% | 1.9% | 99.56% | - |
 Adobe (ADBE) | 1.85% | 0.77% | 99.62% | - |
 Bitcoin (BTC) | 1.59% | 0% | 24.04% | 3/4/2025 |
 Novo Nordisk (NOVO-B.CO) | 1.51% | 0% | 64.86% | 11/26/2024 |
 LVMH (MC.PA) | 1.4% | 1.09% | 99.62% | - |
| Mastercard (MA) | 1.35% | 0.44% | 99.62% | - |
 Johnson & Johnson (JNJ) | 1.35% | 0% | 85.62% | 10/23/2025 |
 Costco (COST) | 1.28% | 1.52% | 90.98% | - |
 Nike (NKE) | 1.19% | 0% | 93.63% | 2/27/2026 |
 Ferrari (RACE) | 1.18% | 0.97% | 69.34% | - |
 Salesforce (CRM) | 1.12% | 1.79% | 93.69% | - |
 iShares MSCI India ETF (INDA) | 1.1% | 2.08% | 54.26% | - |
 UnitedHealth (UNH) | 1.04% | 0% | 99.12% | 5/29/2026 |
 O'Reilly Auto (ORLY) | 1.04% | 4.4% | 56.59% | - |
 PayPal (PYPL) | 0.97% | 6.46% | 99.62% | - |
 Netflix (NFLX) | 0.85% | 0% | 88.33% | 12/5/2025 |
 CNRL (CNQ) | 0.84% | 0% | 72.05% | 3/21/2025 |
 iShares MSCI World Mid-Cap Equ (IS3T.DE) | 0.78% | 2.32% | 38.3% | - |
 McDonald's (MCD) | 0.76% | 1.41% | 69.84% | - |
 First Republic Bank (FRCB) | 0.73% | 0% | 34.76% | 8/17/2023 |
 American Water (AWK) | 0.61% | 0% | 89.21% | 12/19/2025 |
 Alibaba (BABA) | 0.6% | 1.05% | 99.62% | - |
 Crowdstrike (CRWD) | 0.58% | 0% | 89.21% | 12/19/2025 |
 Equifax (EFX) | 0.56% | 0% | 89.21% | 12/19/2025 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.52% | 0% | 70.09% | 2/18/2025 |
 Volkswagen (VOW3.DE) | 0.51% | 0% | 24.35% | 2/14/2023 |
 Adidas (ADS.DE) | 0.47% | 0% | 93.63% | 2/27/2026 |
 Stryker (SYK) | 0.46% | 0% | 88.26% | 12/19/2025 |
 Pfizer (PFE) | 0.46% | 0% | 42.97% | 12/12/2023 |
 American Express (AXP) | 0.46% | 1.63% | 27.32% | - |
 Mapfre (MAP.MC) | 0.42% | 0% | 7.82% | 4/21/2026 |
 LyondellBasell (LYB) | 0.35% | 2.92% | 10.41% | - |
 Apple (AAPL) | 0.31% | 0% | 25.55% | 2/20/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.3% | 0% | 17.54% | 12/12/2022 |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.3% | 0.66% | 38.23% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.28% | 0% | 16.28% | 9/27/2022 |
 Thermo Fisher (TMO) | 0.25% | 0% | 69.97% | 11/11/2025 |
 Jacobs (J) | 0.25% | 0% | 24.29% | 2/13/2023 |
 MercadoLibre (MELI) | 0.23% | 0.63% | 24.16% | - |
 Activision Blizzard, Inc. (ATVI) | 0.22% | 0% | 16.97% | 3/6/2023 |
 Fortinet (FTNT) | 0.22% | 0% | 15.9% | 9/18/2022 |
 JPMorgan (JPM) | 0.2% | 0% | 16.85% | 10/7/2022 |
 Tesla (TSLA) | 0.2% | 0% | 18.8% | 11/9/2022 |
 Store Capital Corp. (STOR) | 0.19% | 0% | 23.85% | 2/6/2023 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.19% | 2.18% | 14.01% | - |
 XRP (XRP) | 0.16% | 0% | 5.68% | 3/4/2025 |
 Teva (TEVA) | 0.15% | 0% | 25.74% | 12/19/2025 |
 Digital Realty (DLR) | 0.14% | 0% | 15.96% | 9/20/2022 |
 Constellation Brands (STZ) | 0.14% | 0% | 29.02% | 5/29/2026 |
 Walmart (WMT) | 0.13% | 0% | 16.85% | 10/7/2022 |
 iShares TIPS Bond ETF (TIP) | 0.13% | 0% | 16.34% | 9/28/2022 |
 Logista (LOG.MC) | 0.13% | 0% | 5.62% | 4/20/2026 |
 Nagarro (NA9.DE) | 0.12% | 0% | 45.62% | 1/6/2026 |
 Aptiv (APTV) | 0.12% | 0% | 15.9% | 9/18/2022 |
 Disney (DIS) | 0.12% | 0% | 16.85% | 10/7/2022 |
 Cellnex (CLNX.MC) | 0.11% | 0% | 15.96% | 9/20/2022 |
 Sea (SE) | 0.11% | 0% | 16.85% | 10/7/2022 |
 ACS (ACS.MC) | 0.1% | 0% | 9.97% | 4/20/2026 |
 JD.com (JD.US) | 0.1% | 0% | 15.96% | 9/20/2022 |
 Raytheon (RTX) | 0.09% | 0.6% | 15.02% | - |
 Repsol (REP.MC) | 0.09% | 0% | 8.14% | 1/19/2026 |
 Palo Alto Networks (PANW) | 0.09% | 1.14% | 15.02% | - |
 Booking (BKNG) | 0.08% | 0% | 15.9% | 9/18/2022 |
 Inditex (ITX.MC) | 0.08% | 0% | 12.3% | 11/11/2025 |
 iShares Silver Trust (SLV) | 0.08% | 0% | 6.25% | 12/19/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.07% | 0.57% | 12.74% | - |
 Qualcomm (QCOM) | 0.07% | 0% | 15.9% | 9/18/2022 |
 Bank of America (BAC) | 0.07% | 0% | 16.85% | 10/7/2022 |
 Ferrovial (FER.MC) | 0.07% | 0% | 9.91% | 4/20/2026 |
 Ethereum (ETH) | 0.06% | 0% | 15.9% | 9/18/2022 |
 SPDR Gold (GLD) | 0.06% | 0% | 9.72% | 3/23/2026 |
 Acciona (ANA.MC) | 0.06% | 0% | 9.97% | 4/20/2026 |
 Tencent (0700.HK) | 0.05% | 0% | 15.96% | 9/20/2022 |
 Allianz (ALV.DE) | 0.05% | 0.53% | 9.72% | - |
 Uber (UBER) | 0.05% | 0.47% | 9.27% | - |
 Diageo (DGE.L) | 0.05% | 0.76% | 5.93% | - |
 Molson Coors (TAP) | 0.05% | 0.24% | 15.65% | - |
 Paychex (PAYX) | 0.04% | 1.89% | 3.91% | - |
 Acerinox (ACX.MC) | 0.04% | 0% | 6.44% | 4/20/2026 |
 Tyson Foods (TSN) | 0.03% | 0% | 6.06% | 4/7/2022 |
 Agnico Eagle (AEM) | 0.03% | 0% | 8.01% | 12/19/2025 |
 Signet (SIG) | 0.02% | 0% | 6.06% | 4/7/2022 |
 Fiserv (FISV) | 0.02% | 0% | 4.73% | 9/18/2022 |
 Wheaton Precious Metals (WPM) | 0.02% | 0% | 6.18% | 11/20/2025 |
 General Mills (GIS) | 0.02% | 1.11% | 1.39% | - |
 Kraft Heinz (KHC) | 0.01% | 0% | 1.89% | 2/20/2026 |
 CIE Automotive (CIE.MC) | 0.01% | 0% | 3.09% | 4/20/2026 |
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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