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Portfolio Diversification
Range
Most Diversified
30 instruments
March 25, 2025
Least Diversified
0 instruments
April 4, 2026
Average
26.8 instruments
Most Consistent Holdings
Top 5
HSBC98.16%
SCHD95.86%
SXR8.DE95.55%
SPY95.55%
KO95.25%
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) | 11.18% | 9.5% | 95.55% | - |
 triangulacapital | 8.28% | 5.26% | 98.31% | - |
 Vanguard S&P 500 ETF (VOO) | 7.33% | 6.3% | 94.63% | - |
 JeppeKirkBonde | 6.12% | 26.13% | 86.5% | - |
 Berkshire Hathaway (BRK.B) | 5.75% | 4.26% | 94.17% | - |
 AI-Revolution | 3.94% | 4.18% | 93.87% | - |
 SPDR Gold (GLD) | 3.87% | 3.44% | 94.33% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.87% | 3.26% | 94.48% | - |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 3.59% | 3.27% | 95.55% | - |
| Schwab US Dividend Equity ETF (SCHD) | 3.38% | 3.14% | 95.86% | - |
 RudolfDeLeeuw | 3.33% | 4.14% | 94.02% | - |
 Realty Income (O) | 2.64% | 2.12% | 93.56% | - |
 StanleyDruck13F | 2.6% | 0% | 30.21% | 4/4/2025 |
 ASML (ASML) | 2.49% | 3.57% | 83.59% | - |
 Visa (V) | 2.46% | 1.89% | 90.34% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.17% | 1.76% | 95.25% | - |
 NVIDIA (NVDA) | 2.13% | 0% | 4.29% | 9/24/2024 |
 Santiago1000 | 1.94% | 1.56% | 92.79% | - |
 Main Street Capital (MAIN) | 1.94% | 1.31% | 90.03% | - |
 PingShangTrade | 1.93% | 1.64% | 85.43% | - |
| Coca-Cola (KO) | 1.82% | 1.38% | 95.25% | - |
 PennyMac (PMT) | 1.62% | 0.98% | 90.03% | - |
 Alphabet (GOOGL) | 1.4% | 1.6% | 93.87% | - |
 Costco (COST) | 1.25% | 0.95% | 90.49% | - |
 S&P Global (SPGI) | 1.15% | 0.75% | 89.72% | - |
 ZwoopsTech | 1.14% | 1.08% | 84.66% | - |
 Matteospaggiari | 0.99% | 0.98% | 73.93% | - |
 Alibaba (BABA) | 0.77% | 0.53% | 93.25% | - |
 Volkswagen (VOW3.DE) | 0.64% | 0% | 4.91% | 9/24/2024 |
| HSBC (HSBC) | 0.59% | 0.45% | 98.16% | - |
 CPHequities | 0.2% | 4.29% | 4.14% | - |
 Vistra (VST) | 0.12% | 0% | 5.37% | 11/7/2024 |
 Vale (VALE) | 0.08% | 0% | 13.96% | 12/17/2024 |
| 0.06% | 0% | 3.22% | 10/24/2024 | |
 Itau Unibanco (ITUB) | 0.04% | 0.05% | 67.02% | - |
 TSMC (TSM) | 0.01% | 0% | 0.46% | 1/13/2025 |
 Sunrise Communications AG (SNREY) | 0.01% | 0% | 58.74% | 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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