Portfolio Diversification
Range
Most Diversified
64 instruments
October 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
47.6 instruments
Most Consistent Holdings
Top 5
AMZN99.81%
KO99.81%
T99.81%
VZ99.81%
O99.81%
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 |
|---|---|---|---|---|
 Ethereum (ETH) | 17.99% | 0% | 94.47% | 10/16/2025 |
| Realty Income (O) | 10.99% | 9.35% | 99.81% | - |
 XRP (XRP) | 3.89% | 0% | 64.39% | 11/28/2024 |
 TRON (TRX) | 3.74% | 0% | 34.11% | 1/7/2024 |
 Cardano (ADA) | 3.28% | 0.57% | 99.81% | - |
 CVS Health (CVS) | 2.89% | 9.01% | 60.82% | - |
| Verizon (VZ) | 2.68% | 2.12% | 99.81% | - |
 Microsoft (MSFT) | 2.44% | 2.66% | 66.17% | - |
 Apple (AAPL) | 2.3% | 3.01% | 65.51% | - |
 Novo Nordisk (NOVO-B.CO) | 2.03% | 2.38% | 58.39% | - |
 Mercedes-Benz (MBG.DE) | 1.97% | 2.81% | 54.26% | - |
 GER40 Index (Non Expiry) (GER40) | 1.89% | 0% | 13.87% | 2/19/2025 |
 AGNC (AGNC) | 1.69% | 0.56% | 99.63% | - |
 Tezos (XTZ) | 1.61% | 0.28% | 99.72% | - |
| Amazon (AMZN) | 1.47% | 0.73% | 99.81% | - |
 Block Inc. (XYZ) | 1.32% | 8.74% | 13.12% | - |
 Hershey (HSY) | 1.3% | 3.93% | 30.08% | - |
 Main Street Capital (MAIN) | 1.17% | 1.67% | 64.01% | - |
 Cisco (CSCO) | 1.16% | 0.84% | 98.22% | - |
 McDonald's (MCD) | 1.1% | 1.71% | 51.64% | - |
| Coca-Cola (KO) | 1.06% | 0.38% | 99.81% | - |
 AbbVie (ABBV) | 1% | 1.21% | 65.32% | - |
 Gala V2 (GALA) | 0.99% | 0.29% | 61.2% | - |
 Ethereum Classic (ETC) | 0.95% | 0.19% | 99.81% | - |
 TSMC (TSM) | 0.93% | 1.58% | 62.61% | - |
 Johnson & Johnson (JNJ) | 0.86% | 1.14% | 65.51% | - |
 Randstad (RAND.NV) | 0.85% | 0.16% | 99.81% | - |
 Qualcomm (QCOM) | 0.84% | 0.96% | 62.61% | - |
 Hasbro (HAS) | 0.81% | 0.44% | 90.35% | - |
 ARMOUR Residential REIT (ARR) | 0.77% | 0.18% | 99.81% | - |
 3M (MMM) | 0.74% | 0.46% | 90.35% | - |
| AT&T (T) | 0.73% | 0.4% | 99.81% | - |
 Old Republic (ORI) | 0.72% | 0.49% | 85.85% | - |
 Bechtle (BC8.DE) | 0.71% | 0.76% | 65.23% | - |
 UPS (UPS) | 0.71% | 2.18% | 30.74% | - |
 Hedera Hashgraph (HBAR) | 0.71% | 0% | 65.32% | 12/8/2024 |
 Target (TGT) | 0.68% | 2.62% | 23.24% | - |
 Stellar (XLM) | 0.67% | 0% | 64.01% | 11/24/2024 |
 TotalEnergies (TTE.PA) | 0.6% | 0.65% | 60.64% | - |
 STAG (STAG) | 0.57% | 0.61% | 63.92% | - |
 Bristol-Myers Squibb (BMY) | 0.56% | 0.85% | 51.64% | - |
 Procter & Gamble (PG) | 0.55% | 0.31% | 76.85% | - |
 Fastenal (FAST) | 0.52% | 0.45% | 72.45% | - |
 Altria (MO) | 0.47% | 0.32% | 80.6% | - |
 Unilever (ULVR.L) | 0.47% | 0.3% | 76.85% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.47% | 0% | 4.78% | 9/2/2025 |
 Cosmos (ATOM) | 0.46% | 0.03% | 99.81% | - |
 WP Carey (WPC) | 0.45% | 0.7% | 51.45% | - |
 Colgate (CL) | 0.44% | 0.42% | 60.54% | - |
 Bitcoin (BTC) | 0.43% | 0% | 39.93% | 4/23/2024 |
 Citi (C) | 0.42% | 0.6% | 69.07% | - |
 BAT (BATS.L) | 0.4% | 0.6% | 65.32% | - |
 PepsiCo (PEP) | 0.4% | 0.28% | 72.54% | - |
 Starbucks (SBUX) | 0.4% | 0.46% | 58.29% | - |
 British American Tobacco (BTI) | 0.37% | 0.62% | 60.64% | - |
 Solana (SOL) | 0.37% | 0% | 63.07% | 11/14/2024 |
 The Graph (GRT) | 0.37% | 0.03% | 99.72% | - |
 Build and Build (BNB) | 0.36% | 0% | 40.49% | 3/16/2024 |
 Essential Utilities (WTRG) | 0.35% | 2.05% | 15.93% | - |
 Pfizer (PFE) | 0.34% | 1.4% | 23.06% | - |
 IOTA (MIOTA) | 0.33% | 0.05% | 99.81% | - |
 Philip Morris (PM) | 0.3% | 0.83% | 29.99% | - |
 Shiba (in millions) (SHIBxM) | 0.29% | 0% | 39.46% | 3/4/2024 |
 Polkadot (DOT) | 0.29% | 0.03% | 99.63% | - |
 Alphabet (GOOG) | 0.28% | 0% | 43.86% | 10/24/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.28% | 0.01% | 99.72% | - |
 Domo (DOMO) | 0.28% | 2.2% | 8.53% | - |
 Flowers Foods (FLO) | 0.21% | 0.58% | 23.15% | - |
 PayPal (PYPL) | 0.21% | 5% | 4.12% | - |
 Under Armour (UA) | 0.16% | 2.25% | 6.65% | - |
 Intel (INTC) | 0.16% | 0% | 56.23% | 10/30/2025 |
 UnitedHealth (UNH) | 0.14% | 3.69% | 4.03% | - |
 Shell (SHEL) | 0.12% | 0.39% | 28.12% | - |
 The Sandbox (SAND) | 0.11% | 0.01% | 99.63% | - |
 Rio Tinto (RIO.L) | 0.09% | 0.39% | 23.24% | - |
 Franklin Resources (BEN) | 0.04% | 0% | 1.5% | 2/3/2025 |
 Enterprise Products (EPD) | 0.04% | 0% | 4.69% | 6/16/2023 |
 Costco (COST) | 0.04% | 0% | 4.4% | 8/27/2024 |
 Tesla (TSLA) | 0.04% | 0% | 0.47% | 4/29/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.03% | 0% | 1.31% | 10/20/2025 |
 Rheinmetall (RHM.DE) | 0.01% | 0% | 0.19% | 4/11/2024 |
 ASM (ASM.NV) | 0.01% | 0% | 0.66% | 5/23/2024 |
 Terra 2.0 (LUNA2) | 0% | 0% | 34.11% | 1/7/2024 |
 EUR/USD (EURUSD) | 0% | 0% | 0.09% | 9/3/2024 |
 Aurora Cannabis (ACB) | 0% | 0% | 0.19% | 4/4/2024 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.09% | 2/12/2025 |
 Canopy Growth (CGC) | 0% | 0% | 0.09% | 4/3/2024 |
 Solventum (SOLV) | 0% | 0% | 0.84% | 4/11/2024 |
 Dormant11249 (Dormant11249) | 0% | 0.02% | 0.37% | - |
 Terra Classic (LUNC) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| GER40 Index (Non Expiry) (GER40) | 31.82% | 30.2% |
| Ethereum (ETH) | 9.71% | 11.06% |
| Realty Income (O) | 9.53% | 10.75% |
| Novo Nordisk (NOVO-B.CO) | 6.6% | 6.62% |
| Apple (AAPL) | 2% | 3.36% |
| Mercedes-Benz (MBG.DE) | 3.4% | 3.13% |
| Microsoft (MSFT) | 2.08% | 2.91% |
| Verizon (VZ) | 2.11% | 2.57% |
| Main Street Capital (MAIN) | 1.29% | 1.96% |
| McDonald's (MCD) | 1.39% | 1.94% |
| Gala V2 (GALA) | 2.71% | 1.73% |
| Cardano (ADA) | 3.54% | 1.44% |
| TSMC (TSM) | 0.68% | 1.32% |
| AbbVie (ABBV) | 0.88% | 1.19% |
| Bristol-Myers Squibb (BMY) | 0.67% | 1.14% |
| Qualcomm (QCOM) | 0.79% | 1.03% |
| Johnson & Johnson (JNJ) | 0.88% | 0.97% |
| Tezos (XTZ) | 2.71% | 0.91% |
| Amazon (AMZN) | 0.54% | 0.88% |
| Cisco (CSCO) | 0.53% | 0.79% |
| TotalEnergies (TTE.PA) | 0.7% | 0.78% |
| WP Carey (WPC) | 0.61% | 0.73% |
| Bechtle (BC8.DE) | 0.78% | 0.7% |
| STAG (STAG) | 0.62% | 0.68% |
| Alphabet (GOOG) | 0.52% | 0.63% |
| AGNC (AGNC) | 0.88% | 0.62% |
| Starbucks (SBUX) | 0.5% | 0.61% |
| Colgate (CL) | 0.47% | 0.61% |
| British American Tobacco (BTI) | 0.32% | 0.49% |
| BAT (BATS.L) | 0.33% | 0.49% |
| Fastenal (FAST) | 0.31% | 0.48% |
| Old Republic (ORI) | 0.26% | 0.48% |
| Citi (C) | 0.25% | 0.47% |
| Ethereum Classic (ETC) | 0.92% | 0.46% |
| AT&T (T) | 0.29% | 0.46% |
| Procter & Gamble (PG) | 0.34% | 0.45% |
| 3M (MMM) | 0.29% | 0.43% |
| Coca-Cola (KO) | 0.31% | 0.42% |
| Unilever (ULVR.L) | 0.28% | 0.39% |
| Hasbro (HAS) | 0.29% | 0.37% |
| Altria (MO) | 0.25% | 0.35% |
| PepsiCo (PEP) | 0.3% | 0.35% |
| CVS Health (CVS) | 0.41% | 0.3% |
| Randstad (RAND.NV) | 0.26% | 0.27% |
| ARMOUR Residential REIT (ARR) | 0.57% | 0.25% |
| The Graph (GRT) | 0.9% | 0.21% |
| IOTA (MIOTA) | 1.02% | 0.18% |
| Polkadot (DOT) | 0.6% | 0.14% |
| Intel (INTC) | 0.24% | 0.13% |
| Cosmos (ATOM) | 0.59% | 0.12% |
| Polygon Ecosystem (ex Matic) (POL) | 0.27% | 0.07% |
| The Sandbox (SAND) | 0.38% | 0.05% |