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Portfolio Diversification
Range
Most Diversified
15 instruments
February 11, 2026
Least Diversified
0 instruments
February 2, 2025
Average
9.4 instruments
Most Consistent Holdings
Top 5
KO99.49%
BRK.B99.49%
QQQ99.49%
VOO99.49%
O67.61%
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) | 33.04% | 21.88% | 99.49% | - |
| Vanguard S&P 500 ETF (VOO) | 20.17% | 10.1% | 99.49% | - |
| Invesco QQQ (QQQ) | 10.09% | 9.23% | 99.49% | - |
| Coca-Cola (KO) | 9.05% | 7.68% | 99.49% | - |
| Realty Income (O) | 5.36% | 6.83% | 67.61% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.31% | 11.98% | 39.27% | - |
 AT&T (T.US) | 2.41% | 0% | 34.03% | 1/27/2025 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 2.33% | 8.39% | 30.68% | - |
 Kraft Heinz (KHC) | 2.05% | 6.31% | 45.58% | - |
 AbbVie (ABBV) | 2.05% | 0% | 53.54% | 8/4/2025 |
 Vanguard Real Estate ETF (VNQ) | 1.44% | 2.09% | 50.69% | - |
 BP (BP.US) | 1.21% | 0% | 34.53% | 8/6/2025 |
 IBM (IBM) | 1.16% | 0% | 37.44% | 9/14/2023 |
 ExxonMobil (XOM) | 0.39% | 0% | 27.4% | 3/12/2026 |
 Tesla (TSLA) | 0.21% | 0% | 8.21% | 8/23/2024 |
 Crown Castle (CCI) | 0.19% | 0% | 5.56% | 12/12/2023 |
 Microsoft (MSFT) | 0.16% | 2.45% | 7.01% | - |
 Meta (META.RTH) | 0.15% | 3.23% | 5.05% | - |
 Amazon (AMZN) | 0.15% | 0% | 7.32% | 4/24/2026 |
 Volkswagen (VOW3.DE) | 0.11% | 0% | 5.62% | 1/27/2025 |
 Berkshire Hathaway (BRK.B.RTH) | 0.1% | 1.64% | 5.74% | - |
 Alphabet (GOOG) | 0.1% | 0% | 3.41% | 5/21/2025 |
 3M (MMM) | 0.08% | 0% | 5.43% | 12/28/2023 |
 Meta (META) | 0.08% | 1.07% | 7.01% | - |
 Prologis (PLD) | 0.02% | 0% | 1.33% | 12/12/2023 |
 Alibaba (BABA) | 0.02% | 0% | 1.01% | 12/28/2023 |
 0x (ZRX) | 0.01% | 0% | 43.12% | 5/12/2026 |
 McDonald's (MCD) | 0.01% | 0.62% | 1.52% | - |
 Apple (AAPL) | 0.01% | 0% | 2.15% | 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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