Portfolio Diversification
Range
Most Diversified
34 instruments
August 12, 2025
Least Diversified
11 instruments
January 2, 2023
Average
23.8 instruments
Most Consistent Holdings
Top 5
GOOG100%
AMZN100%
BRK.B100%
BABA100%
NESN.ZU100%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 12.5% | 13.34% | 100% | - |
| Alphabet (GOOG) | 9.75% | 5.49% | 100% | - |
| Amazon (AMZN) | 8.28% | 0.85% | 100% | - |
 iShares Core S&P 500 ETF (IVV) | 6.52% | 4.34% | 82.56% | - |
 Realty Income (O) | 5.51% | 3.5% | 80.39% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 5.24% | 7.36% | 70.28% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.08% | 3.82% | 80.39% | - |
 Microsoft (MSFT) | 4.66% | 1.64% | 94.12% | - |
 Coca-Cola (KO) | 3.98% | 1.84% | 92.05% | - |
| Nestle (NESN.ZU) | 3.55% | 1.59% | 100% | - |
| Alibaba (BABA) | 3.42% | 1.34% | 100% | - |
 Nike (NKE) | 3.15% | 2.18% | 88.54% | - |
 Meta (META) | 2.37% | 0% | 76.37% | 1/23/2025 |
 3M (MMM) | 2.33% | 0.95% | 97.73% | - |
 iShares Core Growth Allocation ETF (AOR) | 2.26% | 3.21% | 74.92% | - |
 Deutsche Bank (DB) | 2% | 2.42% | 80.39% | - |
 C3.ai (AI) | 1.99% | 0.64% | 79.67% | - |
 Johnson & Johnson (JNJ) | 1.78% | 0.9% | 85.76% | - |
| Berkshire Hathaway (BRK.B) | 1.7% | 1.75% | 100% | - |
 CHCT (CHCT) | 1.52% | 3.1% | 48.5% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.45% | 4.72% | 23.43% | - |
 Tesla (TSLA) | 1.38% | 0% | 21.67% | 8/2/2023 |
 Starbucks (SBUX) | 1.35% | 0.64% | 96.18% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.26% | 1.81% | 54.18% | - |
 Pfizer (PFE) | 1.05% | 2.03% | 38.7% | - |
 Ethereum (ETH) | 0.9% | 4.65% | 29.72% | - |
 LVMH (MC.PA) | 0.8% | 2.03% | 42.11% | - |
 Trade Desk (TTD) | 0.7% | 0% | 19.61% | 7/13/2023 |
 ChargePoint (CHPT) | 0.63% | 0% | 99.17% | 8/29/2025 |
 Solana (SOL) | 0.6% | 1.68% | 30.44% | - |
 Broadcom (AVGO) | 0.59% | 2.12% | 22.91% | - |
 Toyota (TM) | 0.29% | 1.76% | 15.27% | - |
 Porsche (P911.DE) | 0.24% | 1.38% | 15.27% | - |
 iShares China Large-Cap ETF (FXI) | 0.13% | 1.68% | 7.74% | - |
 PepsiCo (PEP) | 0.12% | 1.94% | 5.99% | - |
 Decentraland (MANA) | 0.12% | 0% | 99.17% | 8/29/2025 |
 Solventum (SOLV) | 0.05% | 0% | 24.25% | 11/25/2024 |
 Novo-Nordisk (NVO) | 0.04% | 1.68% | 2.68% | - |
 UnitedHealth (UNH) | 0.02% | 3.8% | 0.41% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 4.97% | 12.8% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 6.7% | 7.32% |
| Alphabet (GOOG) | 5.51% | 7.27% |
| iShares Core S&P 500 ETF (IVV) | 5.68% | 6.43% |
| Schwab US Dividend Equity ETF (SCHD) | 6.89% | 6.18% |
| Amazon (AMZN) | 3.92% | 5.75% |
| Realty Income (O) | 6.54% | 5.16% |
| Ethereum (ETH) | 4.9% | 4.06% |
| Microsoft (MSFT) | 3.61% | 3.82% |
| iShares Core Growth Allocation ETF (AOR) | 4.26% | 3.73% |
| Nike (NKE) | 5.13% | 3.65% |
| Pfizer (PFE) | 4.4% | 3.54% |
| CHCT (CHCT) | 4.64% | 3.48% |
| Meta (META) | 2.67% | 2.94% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 3.43% | 2.93% |
| Coca-Cola (KO) | 3.13% | 2.75% |
| Solana (SOL) | 3.55% | 2.52% |
| Alibaba (BABA) | 2.91% | 2.45% |
| C3.ai (AI) | 3.13% | 2.3% |
| Nestle (NESN.ZU) | 3.2% | 1.99% |
| LVMH (MC.PA) | 2.42% | 1.98% |
| Deutsche Bank (DB) | 1.42% | 1.92% |
| Berkshire Hathaway (BRK.B) | 1.52% | 1.45% |
| 3M (MMM) | 1.42% | 1.3% |
| Johnson & Johnson (JNJ) | 1.53% | 1.2% |
| Starbucks (SBUX) | 1.28% | 1.12% |
| Decentraland (MANA) | 0.43% | 0.05% |
| ChargePoint (CHPT) | 0.71% | 0.05% |