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Portfolio Diversification
Range
Most Diversified
20 instruments
May 22, 2026
Least Diversified
0 instruments
November 24, 2024
Average
13.9 instruments
Most Consistent Holdings
Top 5
ASML.NV98.39%
BA97.32%
KO97.32%
UNH94.29%
FMC85.89%
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) | 16.49% | 13.71% | 94.29% | - |
| ASML (ASML.NV) | 10.25% | 11.31% | 98.39% | - |
 Bitcoin (BTC) | 7.58% | 10.83% | 83.57% | - |
| Coca-Cola (KO) | 7.46% | 2.19% | 97.32% | - |
| Boeing (BA) | 5.78% | 4.09% | 97.32% | - |
 Tesla (TSLA) | 4.82% | 3.21% | 81.43% | - |
| FMC (FMC) | 4.75% | 2.62% | 85.89% | - |
 WisdomTree Copper (OD7C.DE) | 3.71% | 6.66% | 53.93% | - |
 Apple (AAPL) | 3.68% | 4.16% | 73.21% | - |
 Intel (INTC) | 3.07% | 0% | 51.25% | 9/18/2025 |
 Alibaba (BABA) | 2.93% | 3.74% | 65.54% | - |
 Global X Lithium & Battery Tech ETF (LIT.US) | 2.68% | 2.9% | 51.79% | - |
 NVIDIA (NVDA) | 2.5% | 0% | 26.96% | 8/1/2025 |
 Alphabet (GOOG) | 2.27% | 2.85% | 74.29% | - |
 Novo Nordisk (NOVO-B.CO) | 1.61% | 2.13% | 52.5% | - |
 Salesforce (CRM) | 1.38% | 1.8% | 50% | - |
 Synopsys (SNPS) | 1.29% | 2.29% | 46.61% | - |
 Accenture (ACN) | 1% | 1.71% | 38.21% | - |
 Oracle (ORCL) | 0.92% | 3.52% | 43.04% | - |
 AMD (AMD) | 0.78% | 0% | 16.25% | 8/1/2025 |
 Cardano (ADA) | 0.76% | 0.13% | 80.54% | - |
 Legrand (LR.PA) | 0.28% | 0% | 9.29% | 3/3/2026 |
 Microsoft (MSFT) | 0.25% | 2.68% | 9.29% | - |
 Fiserv (FISV) | 0.11% | 0% | 3.39% | 11/20/2025 |
 Zscaler (ZS) | 0.06% | 2.81% | 2.86% | - |
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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