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Portfolio Diversification
Range
Most Diversified
20 instruments
May 22, 2026
Least Diversified
0 instruments
November 24, 2024
Average
14.3 instruments
Most Consistent Holdings
Top 5
ASML.NV98.2%
BA97.21%
KO97.21%
UNH94.43%
FMC86.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 24, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| UnitedHealth (UNH) | 16.22% | 13.37% | 94.43% | - |
| ASML (ASML.NV) | 10.34% | 11.15% | 98.2% | - |
 Bitcoin (BTC) | 7.97% | 13.66% | 84.59% | - |
| Coca-Cola (KO) | 7.02% | 2.1% | 97.21% | - |
| Boeing (BA) | 5.62% | 3.69% | 97.21% | - |
 Tesla (TSLA) | 4.66% | 2.38% | 82.62% | - |
| FMC (FMC) | 4.55% | 2.36% | 86.72% | - |
 WisdomTree Copper (OD7C.DE) | 3.91% | 6.28% | 57.38% | - |
 Apple (AAPL) | 3.69% | 4.18% | 75.08% | - |
 Alibaba (BABA) | 2.99% | 4.95% | 68.03% | - |
 Intel (INTC) | 2.82% | 0% | 47.05% | 9/18/2025 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 2.68% | 2.34% | 55.41% | - |
 NVIDIA (NVDA) | 2.29% | 0% | 24.75% | 8/1/2025 |
 Alphabet (GOOG) | 2.29% | 2.3% | 76.07% | - |
 Novo Nordisk (NOVO-B.CO) | 1.66% | 2.24% | 56.07% | - |
 Salesforce (CRM) | 1.39% | 1.47% | 53.77% | - |
 Synopsys (SNPS) | 1.34% | 1.71% | 50.66% | - |
 Oracle (ORCL) | 1.04% | 1.76% | 47.38% | - |
 Accenture (ACN) | 1.02% | 1.31% | 42.95% | - |
 AMD (AMD) | 0.72% | 0% | 14.92% | 8/1/2025 |
 Cardano (ADA) | 0.71% | 0.13% | 81.8% | - |
 Microsoft (MSFT) | 0.46% | 3.74% | 16.39% | - |
 Zscaler (ZS) | 0.28% | 2.84% | 10.49% | - |
 Legrand (LR.PA) | 0.26% | 0% | 8.52% | 3/3/2026 |
 Fiserv (FISV) | 0.1% | 0% | 3.11% | 11/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 17.18% | 15.75% |
| ASML (ASML.NV) | 7.11% | 9.92% |
| WisdomTree Copper (OD7C.DE) | 7.11% | 8.4% |
| Bitcoin (BTC) | 6.27% | 5.87% |
| Global X Lithium & Battery Tech ETF (LIT.US) | 4.15% | 5.79% |
| Boeing (BA) | 4.74% | 5.73% |
| Tesla (TSLA) | 3.55% | 5.13% |
| Apple (AAPL) | 4.15% | 5.12% |
| FMC (FMC) | 12.13% | 4.34% |
| Accenture (ACN) | 3.55% | 3.58% |
| Salesforce (CRM) | 3.55% | 3.57% |
| Alphabet (GOOG) | 1.78% | 3.4% |
| Novo Nordisk (NOVO-B.CO) | 3.55% | 3.39% |
| Alibaba (BABA) | 2.8% | 3.28% |
| Synopsys (SNPS) | 2.84% | 3.22% |
| Coca-Cola (KO) | 2.58% | 2.67% |
| Oracle (ORCL) | 3.55% | 2.26% |
| Cardano (ADA) | 1.18% | 0.4% |
Cash & Instruments Over Time
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