Portfolio Diversification
Range
Most Diversified
28 instruments
February 23, 2024
Least Diversified
3 instruments
February 24, 2022
Average
12.5 instruments
Most Consistent Holdings
Top 5
MSFT76.17%
GOOG76.03%
META65.77%
HD63.01%
AMZN57.43%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Analisisciclico | 11.73% | 0% | 65.7% | 10/18/2024 |
 JeppeKirkBonde | 11.63% | 27.62% | 77.37% | - |
| Meta (META) | 9.75% | 0% | 65.77% | 10/30/2025 |
| Alphabet (GOOG) | 6.02% | 0% | 76.03% | 9/2/2025 |
 HLadislave | 5.83% | 0% | 33.52% | 7/14/2023 |
 bwoodinv | 5.22% | 0% | 33.52% | 7/14/2023 |
| Microsoft (MSFT) | 4.77% | 0% | 76.17% | 6/27/2025 |
| Amazon (AMZN) | 2.98% | 3.6% | 57.43% | - |
 rubymza | 1.8% | 0% | 18.1% | 9/22/2022 |
| Home Depot (HD) | 1.6% | 1.31% | 63.01% | - |
 MarianoPardo | 1.23% | 0% | 3.82% | 2/23/2022 |
 NIQUE3 | 1.08% | 4.52% | 22.98% | - |
 AmitKup | 1% | 4.11% | 22.98% | - |
 NVIDIA (NVDA) | 0.83% | 0.76% | 29.07% | - |
 Berkshire Hathaway (BRK.B) | 0.76% | 0% | 25.18% | 8/4/2025 |
 Tesla (TSLA) | 0.71% | 0% | 31.05% | 12/15/2025 |
 emfasciani | 0.69% | 0% | 3.75% | 2/22/2022 |
 Cisco (CSCO) | 0.64% | 0% | 29.28% | 10/17/2025 |
 Chevron (CVX) | 0.45% | 1.96% | 32.18% | - |
 Walmart (WMT) | 0.38% | 0% | 18.53% | 12/3/2025 |
 McDonald's (MCD) | 0.38% | 2.67% | 20.23% | - |
 NextEra (NEE) | 0.32% | 0% | 24.47% | 12/8/2025 |
 Coca-Cola (KO) | 0.32% | 0% | 29.42% | 5/15/2025 |
 Danaher (DHR) | 0.3% | 0% | 16.55% | 9/25/2025 |
 UnitedHealth (UNH) | 0.28% | 1.2% | 26.8% | - |
 Costco (COST) | 0.27% | 0% | 9.19% | 8/20/2025 |
 Eli Lilly (LLY) | 0.24% | 0% | 21.07% | 8/7/2025 |
 Procter & Gamble (PG) | 0.22% | 1.49% | 10.96% | - |
 Visa (V) | 0.22% | 0% | 22.07% | 11/17/2025 |
 Best Buy (BBY) | 0.21% | 0% | 5.37% | 5/18/2022 |
 Linde (LIN) | 0.2% | 0% | 11.74% | 12/2/2025 |
 Thermo Fisher (TMO) | 0.2% | 0% | 14.78% | 10/2/2025 |
 Cal Water (CWT) | 0.2% | 0% | 15.13% | 12/2/2025 |
 Shiba (in millions) (SHIBxM) | 0.2% | 0% | 31.33% | 4/12/2023 |
 ConocoPhillips (COP) | 0.18% | 1.66% | 16.62% | - |
 Booking (BKNG) | 0.16% | 0% | 7.85% | 10/7/2025 |
 Casey's (CASY) | 0.16% | 2.31% | 10.89% | - |
 Honeywell (HON) | 0.15% | 0% | 16.48% | 11/20/2025 |
 Ferrari (RACE) | 0.14% | 0% | 10.75% | 12/10/2025 |
 Nike (NKE) | 0.13% | 1.18% | 17.54% | - |
 ExxonMobil (XOM) | 0.12% | 0% | 14.78% | 4/7/2025 |
 Petrobras (PBR) | 0.1% | 1.27% | 12.02% | - |
 JPMorgan (JPM) | 0.1% | 2.89% | 5.09% | - |
 Caterpillar (CAT) | 0.1% | 0% | 8.42% | 4/3/2025 |
 Johnson & Johnson (JNJ) | 0.09% | 0% | 14.21% | 12/4/2024 |
 Atlanta Braves (BATRK) | 0.04% | 0% | 13.79% | 6/12/2024 |
 Bank of America (BAC) | 0.04% | 0% | 4.6% | 1/10/2025 |
 Apple (AAPL) | 0.04% | 0% | 6.79% | 9/16/2024 |
 Deere (DE) | 0.03% | 0% | 1.34% | 10/1/2025 |
 AUS200 Index (Non Expiry) (AUS200) | 0.03% | 0% | 0.5% | 4/20/2022 |
 Mastercard (MA) | 0.03% | 0% | 3.61% | 7/2/2024 |
 Tesla (TSLA.RTH) | 0.03% | 0% | 3.75% | 9/15/2025 |
 Official Trump (Experimental) (TRUMP) | 0.02% | 0.04% | 23.41% | - |
 J&J (JNJ.RTH) | 0.01% | 0% | 0.99% | 5/24/2024 |
 Progressive (PGR) | 0% | 0% | 0.99% | 5/2/2023 |
 Solstice Advanced Materi (SOLS) | 0% | 0.1% | 3.04% | - |
 Public Storage (PSA) | 0% | 0% | 0.35% | 4/18/2023 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 12.97% | 14.41% |
| Amazon (AMZN) | 7.78% | 9.56% |
| Microsoft (MSFT) | 9.34% | 9.51% |
| JeppeKirkBonde | 7.93% | 8.62% |
| McDonald's (MCD) | 3.01% | 2.8% |
| NVIDIA (NVDA) | 2.59% | 2.53% |
| Coca-Cola (KO) | 1.69% | 1.56% |
| NextEra (NEE) | 1.56% | 1.5% |
| UnitedHealth (UNH) | 1.12% | 1.07% |
| Home Depot (HD) | 1.04% | 0.97% |
| Cal Water (CWT) | 0.93% | 0.86% |