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Portfolio Diversification
Range
Most Diversified
30 instruments
March 25, 2025
Least Diversified
1 instruments
August 24, 2024
Average
26.8 instruments
Most Consistent Holdings
Top 5
HSBC98.75%
SCHD95.71%
SXR8.DE95.71%
KO95.36%
SCHG95.36%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 24, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 11.26% | 11.43% | 95.36% | - |
 triangulacapital | 8.62% | 7.12% | 99.11% | - |
 Vanguard S&P 500 ETF (VOO) | 7.35% | 7.59% | 94.29% | - |
 Berkshire Hathaway (BRK.B) | 5.89% | 5.74% | 94.29% | - |
 JeppeKirkBonde | 4.95% | 13.08% | 85.36% | - |
 AI-Revolution | 3.93% | 3.86% | 93.93% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.89% | 4.23% | 94.11% | - |
 SPDR Gold (GLD) | 3.78% | 5.43% | 94.29% | - |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 3.59% | 3.84% | 95.71% | - |
| Schwab US Dividend Equity ETF (SCHD) | 3.34% | 4% | 95.71% | - |
 RudolfDeLeeuw | 3.23% | 3.38% | 94.11% | - |
 StanleyDruck13F | 3.03% | 0% | 35.18% | 4/4/2025 |
 Realty Income (O) | 2.65% | 2.98% | 93.04% | - |
 Visa (V) | 2.51% | 2.44% | 89.64% | - |
 NVIDIA (NVDA) | 2.48% | 0% | 5% | 9/24/2024 |
 ASML (ASML) | 2.29% | 3.71% | 81.96% | - |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.2% | 2.1% | 95.36% | - |
 Main Street Capital (MAIN) | 2% | 1.92% | 89.29% | - |
 Santiago1000 | 1.97% | 1.92% | 92.68% | - |
 PingShangTrade | 1.94% | 2.13% | 84.11% | - |
| Coca-Cola (KO) | 1.86% | 1.77% | 95.36% | - |
 PennyMac (PMT) | 1.67% | 1.52% | 89.29% | - |
 Alphabet (GOOGL) | 1.34% | 1.71% | 93.93% | - |
 Costco (COST) | 1.26% | 1.29% | 89.64% | - |
 S&P Global (SPGI) | 1.2% | 1.06% | 88.93% | - |
 ZwoopsTech | 1.13% | 1.24% | 83.21% | - |
 Matteospaggiari | 0.97% | 1.24% | 70.71% | - |
 Alibaba (BABA) | 0.78% | 0.75% | 93.04% | - |
 Volkswagen (VOW3.DE) | 0.75% | 0% | 5.71% | 9/24/2024 |
| HSBC (HSBC) | 0.61% | 0.55% | 98.75% | - |
 Vistra (VST) | 0.15% | 0% | 6.25% | 11/7/2024 |
 Vale (VALE) | 0.1% | 0% | 16.25% | 12/17/2024 |
| 0.07% | 0% | 3.75% | 10/24/2024 | |
 Itau Unibanco (ITUB) | 0.04% | 0.08% | 62.14% | - |
 TSMC (TSM) | 0.02% | 0% | 0.54% | 1/13/2025 |
 Sunrise Communications AG (SNREY) | 0.01% | 0% | 68.39% | 12/3/2025 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JeppeKirkBonde | 14.27% | 12.87% |
| State Street SPDR S&P 500 ETF (SPY) | 11.68% | 11.86% |
| Vanguard S&P 500 ETF (VOO) | 7.69% | 7.87% |
| triangulacapital | 7.46% | 7.77% |
| Berkshire Hathaway (BRK.B) | 6.13% | 5.93% |
| SPDR Gold (GLD) | 3.32% | 4.66% |
| AI-Revolution | 3.66% | 4.14% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.79% | 3.98% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 4.23% | 3.97% |
| RudolfDeLeeuw | 3.56% | 3.63% |
| Schwab US Dividend Equity ETF (SCHD) | 4.34% | 3.6% |
| ASML (ASML) | 2.35% | 3.15% |
| Visa (V) | 2.73% | 2.77% |
| Realty Income (O) | 3.23% | 2.66% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.09% | 2.3% |
| PingShangTrade | 2.34% | 2.24% |
| Main Street Capital (MAIN) | 2.05% | 2.07% |
| Santiago1000 | 2.06% | 2% |
| Alphabet (GOOGL) | 1.11% | 1.84% |
| Coca-Cola (KO) | 1.97% | 1.65% |
| PennyMac (PMT) | 2.05% | 1.64% |
| Matteospaggiari | 1.5% | 1.37% |
| ZwoopsTech | 1.37% | 1.3% |
| S&P Global (SPGI) | 1.37% | 1.26% |
| Costco (COST) | 1.37% | 1.14% |
| Alibaba (BABA) | 0.75% | 0.86% |
| HSBC (HSBC) | 0.34% | 0.52% |
| Itau Unibanco (ITUB) | 0% | 0.07% |
Cash & Instruments Over Time
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