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Portfolio Diversification
Range
Most Diversified
15 instruments
February 11, 2026
Least Diversified
0 instruments
February 2, 2025
Average
9.5 instruments
Most Consistent Holdings
Top 5
KO99.33%
BRK.B99.33%
QQQ99.33%
VOO99.33%
O68.38%
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) | 32.67% | 21.77% | 99.33% | - |
| Vanguard S&P 500 ETF (VOO) | 19.84% | 9.71% | 99.33% | - |
| Invesco QQQ (QQQ) | 10.04% | 8.61% | 99.33% | - |
| Coca-Cola (KO) | 9% | 7.97% | 99.33% | - |
| Realty Income (O) | 5.4% | 7.24% | 68.38% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.52% | 11.19% | 40.87% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 2.48% | 8.12% | 32.54% | - |
 AT&T (T.US) | 2.34% | 0% | 33.03% | 1/27/2025 |
 Kraft Heinz (KHC) | 2.17% | 7.04% | 46.94% | - |
 AbbVie (ABBV) | 1.99% | 0% | 51.96% | 8/4/2025 |
 Vanguard Real Estate ETF (VNQ) | 1.45% | 2.1% | 51.9% | - |
 BP (BP.US) | 1.17% | 0% | 33.52% | 8/6/2025 |
 IBM (IBM) | 1.12% | 0% | 36.34% | 9/14/2023 |
 ExxonMobil (XOM) | 0.38% | 0% | 26.59% | 3/12/2026 |
 Meta (META.RTH) | 0.23% | 3.15% | 7.66% | - |
 Microsoft (MSFT) | 0.21% | 2.16% | 9.5% | - |
 Tesla (TSLA) | 0.21% | 0% | 7.97% | 8/23/2024 |
 Crown Castle (CCI) | 0.18% | 0% | 5.39% | 12/12/2023 |
 Berkshire Hathaway (BRK.B.RTH) | 0.14% | 1.64% | 8.33% | - |
 Amazon (AMZN) | 0.14% | 0% | 7.11% | 4/24/2026 |
 Volkswagen (VOW3.DE) | 0.1% | 0% | 5.45% | 1/27/2025 |
 Meta (META) | 0.1% | 1.04% | 9.56% | - |
 Alphabet (GOOG) | 0.09% | 0% | 3.31% | 5/21/2025 |
 3M (MMM) | 0.08% | 0% | 5.27% | 12/28/2023 |
 McDonald's (MCD) | 0.03% | 0.59% | 4.17% | - |
 Prologis (PLD) | 0.02% | 0% | 1.29% | 12/12/2023 |
 Alibaba (BABA) | 0.01% | 0% | 0.98% | 12/28/2023 |
 0x (ZRX) | 0.01% | 0% | 41.85% | 5/12/2026 |
 Apple (AAPL) | 0.01% | 0% | 2.08% | 5/12/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.06% | 2/11/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 21.77% | 25.16% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 10.63% | 10.95% |
| Vanguard S&P 500 ETF (VOO) | 6.66% | 9.94% |
| Invesco QQQ (QQQ) | 6.37% | 8.42% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 8.62% | 8.31% |
| Coca-Cola (KO) | 7.97% | 7.61% |
| Realty Income (O) | 8.68% | 7.07% |
| Kraft Heinz (KHC) | 8.89% | 6.07% |
| Vanguard Real Estate ETF (VNQ) | 2.53% | 2.1% |
| ExxonMobil (XOM) | 0.82% | 0.75% |
| 0x (ZRX) | 0.05% | 0.01% |
Cash & Instruments Over Time
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