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Portfolio Diversification
Range
Most Diversified
43 instruments
April 15, 2025
Least Diversified
0 instruments
January 2, 2023
Average
9.3 instruments
Most Consistent Holdings
Top 5
V31.84%
AMZN31.51%
NVDA31.51%
TSM31.51%
MSFT31.43%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 3.33% | 6.65% | 31.51% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.99% | 6.1% | 31.26% | - |
 Digital Realty (DLR) | 2.43% | 5.52% | 31.34% | - |
| Microsoft (MSFT) | 2.33% | 0% | 31.43% | 4/30/2026 |
 Vanguard S&P 500 ETF (VOO) | 1.87% | 0% | 27.28% | 3/3/2026 |
 First Solar (FSLR) | 1.46% | 0% | 31.43% | 4/30/2026 |
 ASML (ASML.NV) | 1.33% | 2.35% | 31.43% | - |
 Crowdstrike (CRWD) | 1.21% | 0% | 25.87% | 2/20/2026 |
| Amazon (AMZN) | 1.19% | 3.94% | 31.51% | - |
| Visa (V) | 0.99% | 0% | 31.84% | 4/30/2026 |
 MercadoLibre (MELI) | 0.86% | 0% | 26.78% | 4/30/2026 |
 American Tower (AMT) | 0.67% | 0% | 23.47% | 2/2/2026 |
 Ethereum (ETH) | 0.67% | 0% | 18.49% | 11/17/2025 |
| TSMC (TSM) | 0.62% | 1.58% | 31.51% | - |
 SPDR Gold (GLD) | 0.61% | 1.38% | 27.45% | - |
 Eli Lilly (LLY) | 0.6% | 0% | 26.7% | 4/30/2026 |
 Brookfield Infrastructure (BIP) | 0.54% | 0% | 23.13% | 2/4/2026 |
 Vanguard Total Bond Market ETF (BND) | 0.5% | 0% | 22.31% | 2/2/2026 |
 Cheniere (LNG) | 0.49% | 0.63% | 17.58% | - |
 Sprott Uranium Miners UCITS ETF (U3O8.DE) | 0.46% | 0.89% | 27.36% | - |
 First Trust Water ETF (FIW.US) | 0.45% | 0% | 18.41% | 12/23/2025 |
 JPMorgan (JPM) | 0.39% | 0% | 25.12% | 2/11/2026 |
 Bitcoin (BTC) | 0.38% | 0% | 23.8% | 2/27/2026 |
 Linde (LIN) | 0.36% | 2.83% | 7.13% | - |
 Realty Income (O) | 0.36% | 0% | 22.14% | 2/4/2026 |
 Intuitive Surgical (ISRG) | 0.33% | 0% | 21.56% | 4/30/2026 |
 Rheinmetall (RHM.DE) | 0.29% | 0% | 23.8% | 4/30/2026 |
 Main Street Capital (MAIN) | 0.27% | 0% | 19.24% | 2/4/2026 |
 GoldWorldWide | 0.26% | 0% | 1.74% | 4/28/2025 |
 Palo Alto Networks (PANW) | 0.26% | 4.96% | 5.64% | - |
 Broadcom (AVGO) | 0.21% | 0% | 6.88% | 4/30/2026 |
 Ares Capital (ARCC) | 0.21% | 0% | 11.61% | 2/2/2026 |
 ResMed (RMD) | 0.18% | 0% | 16.33% | 12/23/2025 |
 PDD Holdings (PDD) | 0.17% | 0% | 15.67% | 2/2/2026 |
 Invesco QQQ (QQQ) | 0.16% | 0% | 4.39% | 6/2/2025 |
 iShares MSCI India ETF (INDA) | 0.15% | 0% | 8.29% | 3/4/2026 |
 NextEra (NEE) | 0.15% | 0% | 11.44% | 2/11/2026 |
 Meta (META) | 0.12% | 0% | 5.97% | 6/25/2025 |
 Waste Management (WM) | 0.11% | 0% | 5.8% | 3/3/2026 |
 Alphabet (GOOGL) | 0.09% | 0% | 5.22% | 4/30/2026 |
 Eaton (ETN) | 0.09% | 0% | 4.64% | 4/30/2026 |
 ARK Innovation ETF (ARKK) | 0.08% | 0% | 2.57% | 5/15/2025 |
 Lockheed Martin (LMT) | 0.08% | 0% | 7.55% | 7/28/2025 |
 Italian-Heritage | 0.07% | 0% | 0.58% | 4/15/2025 |
 InsuranceWorld | 0.06% | 0% | 0.58% | 4/15/2025 |
 Supermicro (SMCI) | 0.06% | 0% | 5.22% | 9/29/2025 |
 Duke Energy (DUK) | 0.06% | 0% | 7.3% | 12/23/2025 |
 BigTech | 0.06% | 0% | 0.5% | 4/14/2025 |
 TheBigBanks | 0.06% | 0% | 0.5% | 4/15/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 0.06% | 0% | 3.9% | 6/18/2025 |
 PepsiCo (PEP) | 0.05% | 0% | 3.73% | 1/12/2026 |
 Iberdrola (IBE.MC) | 0.04% | 0% | 7.3% | 12/23/2025 |
 Ecolab (ECL) | 0.04% | 0% | 3.4% | 2/2/2026 |
 Utilities | 0.04% | 0% | 0.41% | 4/15/2025 |
 Apple (AAPL) | 0.04% | 0% | 1.74% | 5/5/2025 |
 Costco (COST) | 0.04% | 0% | 3.65% | 2/11/2026 |
 iShares Select Dividend ETF (DVY) | 0.04% | 0% | 2.57% | 5/15/2025 |
 ExxonMobil (XOM) | 0.04% | 0% | 4.64% | 2/2/2026 |
 Palantir (PLTR) | 0.03% | 0% | 1.74% | 2/23/2026 |
 YieldGrowth | 0.03% | 0% | 0.25% | 4/11/2025 |
 Rio Tinto (RIO) | 0.03% | 0% | 4.64% | 2/2/2026 |
 Coca-Cola (KO) | 0.03% | 0% | 1.24% | 4/25/2025 |
 Enbridge (ENB) | 0.03% | 0% | 2.74% | 7/28/2025 |
 BHP (BHP) | 0.03% | 0% | 2.24% | 5/29/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.02% | 0% | 1.33% | 6/18/2025 |
 Galp Energia SGPS SA (GALP.LS) | 0.02% | 0% | 1.49% | 4/28/2025 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.02% | 0% | 2.57% | 6/2/2025 |
 EDP (EDP.LSB) | 0.02% | 0% | 1.49% | 4/28/2025 |
 MP Materials (MP) | 0.02% | 0% | 2.99% | 8/27/2025 |
 Jeronimo Martins (JMT.LSB) | 0.02% | 0% | 1.82% | 5/2/2025 |
 CNR (CNI) | 0.02% | 0% | 1.24% | 5/30/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.02% | 0% | 2.24% | 5/29/2025 |
 Bank of America (BAC) | 0.02% | 0% | 1.41% | 5/1/2025 |
 Santander (SAN.MC) | 0.02% | 0% | 1.41% | 5/2/2025 |
 Oklo (OKLO) | 0.02% | 0% | 1.99% | 6/26/2025 |
 Walmart (WMT) | 0.02% | 0% | 1.33% | 4/25/2025 |
 White Mountains (WTM) | 0.02% | 0% | 0.83% | 4/24/2025 |
 Petrobras (PBR) | 0.02% | 0% | 0.75% | 4/23/2025 |
 Inditex (ITX.MC) | 0.02% | 0% | 1.16% | 4/28/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.02% | 0% | 1.99% | 5/30/2025 |
 BCP (BCP.LSB) | 0.02% | 0% | 1.41% | 4/28/2025 |
 International Seaways (INSW) | 0.01% | 0% | 0.83% | 4/24/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.01% | 0% | 1.41% | 4/28/2025 |
 Vanguard Health Care ETF (VHT) | 0.01% | 0% | 1.08% | 5/15/2025 |
 REN Redes Energeticas Nacionais SGPS S A (RENE.LS) | 0.01% | 0% | 1% | 4/23/2025 |
 Micron (MU) | 0.01% | 0% | 0.75% | 4/23/2025 |
 TMTG (DJT) | 0.01% | 0% | 0.41% | 4/14/2025 |
 BlackRock (BLK) | 0.01% | 0% | 0.75% | 6/18/2025 |
 Alphabet (GOOG) | 0.01% | 0% | 0.66% | 5/9/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.01% | 0% | 1.24% | 6/18/2025 |
 Solana (SOL) | 0.01% | 0% | 1.49% | 8/15/2025 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 0.41% | 3/3/2026 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 0.41% | 4/28/2025 |
 iShares Global clean energy ETF (ICLN) | 0.01% | 0% | 0.75% | 5/15/2025 |
 AbbVie (ABBV) | 0% | 0% | 0.41% | 6/2/2025 |
 Harmony Biosciences (HRMY) | 0% | 0% | 0.25% | 4/17/2025 |
 Forge (FRGE) | 0% | 0% | 0.5% | 4/14/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0% | 0% | 0.33% | 6/2/2025 |
 Sonae SGPS SA (SON.LS) | 0% | 0% | 0.33% | 4/15/2025 |
 Trade Desk (TTD) | 0% | 0% | 0.41% | 4/14/2025 |
 Ovintiv (OVV) | 0% | 0% | 0.41% | 4/14/2025 |
 Marvell (MRVL) | 0% | 0% | 0.41% | 4/14/2025 |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0% | 0% | 1.66% | 12/23/2025 |
 JD (9618.HK) | 0% | 0% | 0.08% | 4/16/2025 |
 Docgo (DCGO) | 0% | 0% | 0.41% | 4/14/2025 |
 Mastercard (MA) | 0% | 0% | 0.33% | 4/14/2025 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.08% | 4/24/2025 |
 Pinterest (PINS) | 0% | 0% | 0.41% | 4/14/2025 |
 Chevron (CVX) | 0% | 0% | 0.08% | 4/15/2025 |
 Glencore (GLEN.L) | 0% | 0% | 0.33% | 4/14/2025 |
 ASM (ASM.NV) | 0% | 0% | 0.33% | 4/14/2025 |
 SAP (SAP.DE) | 0% | 0% | 0.08% | 4/15/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0% | 0% | 0.08% | 3/3/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0% | 0% | 0.08% | 4/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 9.17% | 11.31% |
| Schwab US Dividend Equity ETF (SCHD) | 7.97% | 7.46% |
| Digital Realty (DLR) | 8.56% | 7.34% |
| First Solar (FSLR) | 4.04% | 5.91% |
| Microsoft (MSFT) | 5.93% | 5.86% |
| Vanguard S&P 500 ETF (VOO) | 5.68% | 5.64% |
| ASML (ASML.NV) | 3.99% | 4.83% |
| MercadoLibre (MELI) | 5.27% | 4.4% |
| American Tower (AMT) | 5.36% | 4.37% |
| Crowdstrike (CRWD) | 3.43% | 3.48% |
| Visa (V) | 3.29% | 3.04% |
| Amazon (AMZN) | 2.83% | 2.97% |
| Cheniere (LNG) | 3.59% | 2.92% |
| TSMC (TSM) | 1.87% | 2.33% |
| Eli Lilly (LLY) | 1.7% | 2.28% |
| Brookfield Infrastructure (BIP) | 2.25% | 2.24% |
| Bitcoin (BTC) | 2.52% | 2.17% |
| SPDR Gold (GLD) | 1.94% | 2.12% |
| Sprott Uranium Miners UCITS ETF (U3O8.DE) | 1.85% | 1.98% |
| Vanguard Total Bond Market ETF (BND) | 2.15% | 1.93% |
| Realty Income (O) | 2% | 1.77% |
| Main Street Capital (MAIN) | 1.68% | 1.55% |
| Intuitive Surgical (ISRG) | 1.49% | 1.54% |
| JPMorgan (JPM) | 1.3% | 1.47% |
| Rheinmetall (RHM.DE) | 1.71% | 1.45% |
| PepsiCo (PEP) | 1.64% | 1.43% |
| NextEra (NEE) | 1.58% | 1.41% |
| Ecolab (ECL) | 1.44% | 1.26% |
| PDD Holdings (PDD) | 1.32% | 1.17% |
| Waste Management (WM) | 0.93% | 0.83% |
| ExxonMobil (XOM) | 0.89% | 0.82% |
| Rio Tinto (RIO) | 0.63% | 0.61% |
Cash & Instruments Over Time
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