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Portfolio Diversification
Range
Most Diversified
18 instruments
June 26, 2025
Least Diversified
11 instruments
December 3, 2025
Average
15.7 instruments
Most Consistent Holdings
Top 5
MSFT100%
CSCO100%
MA100%
NVDA100%
UBER100%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 10.07% | 8.52% | 100% | - |
 BigTech | 9.08% | 14.75% | 72.66% | - |
 AI-Revolution | 8.19% | 12.27% | 72.66% | - |
 OutSmartNSDQ | 6.85% | 9.23% | 72.66% | - |
 II-Quality | 6.66% | 9.03% | 72.66% | - |
| NVIDIA (NVDA) | 6.13% | 9.24% | 100% | - |
| Cisco (CSCO) | 6.09% | 6.93% | 100% | - |
 Salesforce (CRM) | 3.68% | 2.44% | 100% | - |
 Cenovus (CVE) | 2.48% | 0% | 67.88% | 3/3/2025 |
| Uber (UBER) | 2.47% | 2.37% | 100% | - |
 IAG (IAG.L) | 2.32% | 2.99% | 100% | - |
| Mastercard (MA) | 2.28% | 2.07% | 100% | - |
 AMD (AMD) | 1.73% | 1.97% | 100% | - |
 LVMH (MC.PA) | 1.62% | 0.1% | 100% | - |
 Ethereum (ETH) | 0.64% | 0.41% | 100% | - |
 Nokia (NOK) | 0.38% | 0% | 22.74% | 9/26/2023 |
 Block Inc. (XYZ) | 0.37% | 0% | 22.14% | 9/19/2023 |
 SNDL (SNDL) | 0.17% | 0.12% | 100% | - |
 Charles Schwab (SCHW) | 0.11% | 0% | 5.82% | 3/10/2023 |
 GE Vernova (GEV) | 0.06% | 0.18% | 60.85% | - |
 EuropeDefense | 0.01% | 0% | 0.09% | 6/26/2025 |
 Core-Dynamic | 0.01% | 0% | 0.09% | 6/26/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BigTech | 11.78% | 14.49% |
| AI-Revolution | 11.86% | 12.2% |
| Microsoft (MSFT) | 9.49% | 9.59% |
| OutSmartNSDQ | 11.81% | 9.38% |
| NVIDIA (NVDA) | 1.9% | 9.22% |
| II-Quality | 10.11% | 8.18% |
| Cisco (CSCO) | 5.7% | 6.45% |
| IAG (IAG.L) | 1.9% | 3.26% |
| Salesforce (CRM) | 3.8% | 3.04% |
| Uber (UBER) | 1.9% | 2.45% |
| Mastercard (MA) | 1.9% | 2.16% |
| AMD (AMD) | 1.9% | 2.09% |
| Ethereum (ETH) | 0.95% | 0.58% |
| GE Vernova (GEV) | 0% | 0.14% |
| LVMH (MC.PA) | 0.19% | 0.13% |
| SNDL (SNDL) | 0.95% | 0.12% |
Cash & Instruments Over Time
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