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Portfolio Diversification
Range
Most Diversified
61 instruments
October 5, 2024
Least Diversified
0 instruments
October 20, 2025
Average
44 instruments
Most Consistent Holdings
Top 5
BRK.B99.65%
PAGS99.65%
JPM99.48%
MA98.95%
ADBE98.43%
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 |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 8.65% | 12.83% | 43.85% | - |
 Alphabet (GOOG) | 4.72% | 5.15% | 90.58% | - |
 Alibaba (BABA) | 4.23% | 0% | 64.78% | 2/27/2026 |
 Microsoft (MSFT) | 3.87% | 0% | 86.31% | 1/20/2026 |
 ARK Innovation ETF (ARKK) | 3.8% | 0% | 97.38% | 2/5/2026 |
| Adobe (ADBE) | 2.77% | 1.21% | 98.43% | - |
| Berkshire Hathaway (BRK.B) | 2.35% | 0.37% | 99.65% | - |
 Amazon (AMZN) | 2.3% | 4.63% | 92.94% | - |
 Rocket Lab (RKLB) | 2.25% | 0% | 28.25% | 2/24/2025 |
 TSMC (TSM) | 2.06% | 0% | 62.34% | 2/28/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 2.02% | 0% | 70.97% | 4/4/2025 |
| JPMorgan (JPM) | 2% | 5.17% | 99.48% | - |
 iShares U.S. Medical Devices ETF (IHI) | 1.94% | 0% | 71.23% | 4/7/2025 |
 iShares S&P 500 Growth ETF (IVW) | 1.93% | 0% | 70.97% | 4/4/2025 |
 Charter (CHTR) | 1.89% | 0% | 80.99% | 7/28/2025 |
 iShares MSCI Taiwan ETF (EWT) | 1.72% | 0% | 70.97% | 4/4/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.7% | 0% | 76.72% | 6/9/2025 |
 iShares MSCI Switzerland ETF (EWL) | 1.68% | 0% | 87.71% | 10/13/2025 |
 Johnson & Johnson (JNJ) | 1.55% | 0% | 72.36% | 6/9/2025 |
| Mastercard (MA) | 1.45% | 0% | 98.95% | 2/23/2026 |
 ICE (ICE) | 1.36% | 1.42% | 95.03% | - |
 iShares MSCI Netherlands ETF (EWN) | 1.3% | 0% | 76.72% | 6/9/2025 |
 Union Pacific (UNP) | 1.29% | 0% | 66.35% | 4/4/2025 |
| Pagseguro (PAGS) | 1.26% | 1.23% | 99.65% | - |
 Verisk (VRSK) | 1.25% | 0% | 80.91% | 9/15/2025 |
 Meta (META) | 1.22% | 0% | 81.87% | 1/8/2026 |
 Intuit (INTU) | 1.19% | 4.71% | 59.98% | - |
 Rolls-Royce (RR.L) | 1.14% | 7.06% | 21.53% | - |
 Visa (V) | 1.13% | 0% | 57.98% | 11/6/2024 |
 IRadimed (IRMD) | 1.06% | 2.78% | 60.24% | - |
 Goldman Sachs (GS) | 1.02% | 5.27% | 21.01% | - |
 Snowflake (SNOW) | 0.86% | 0% | 19.27% | 2/3/2026 |
 Gambling.com (GAMB) | 0.84% | 0% | 28.86% | 3/4/2025 |
 iShares Semiconductor ETF (SOXX) | 0.84% | 0% | 68.88% | 3/11/2025 |
 IAG (IAG.L) | 0.84% | 6.01% | 21.71% | - |
 Bank of America (BAC) | 0.8% | 5.2% | 16.48% | - |
 American Express (AXP) | 0.78% | 0% | 20.4% | 2/18/2026 |
 Netflix (NFLX) | 0.78% | 0% | 66.26% | 10/13/2025 |
 Pfizer (PFE) | 0.77% | 0% | 38.97% | 4/2/2025 |
 JD.com (JD.US) | 0.76% | 0% | 18.13% | 11/21/2025 |
 Aon (AON) | 0.71% | 0% | 58.85% | 1/8/2025 |
 Dynatrace (DT) | 0.71% | 0% | 63.47% | 1/8/2025 |
 Arvinas (ARVN) | 0.7% | 3.42% | 29.64% | - |
 RH (RH) | 0.7% | 0% | 63.64% | 3/4/2025 |
 Academy Sports (ASO) | 0.68% | 0% | 29.73% | 3/13/2025 |
 PayPal (PYPL) | 0.67% | 3.02% | 73.41% | - |
 Coupang (CPNG) | 0.66% | 0% | 57.98% | 1/8/2025 |
 Citi (C) | 0.64% | 0% | 10.46% | 11/7/2025 |
 Disney (DIS) | 0.63% | 0% | 70.97% | 4/4/2025 |
 PepsiCo (PEP) | 0.59% | 0% | 74.8% | 7/15/2025 |
 Atour (ATAT) | 0.59% | 0% | 29.47% | 4/4/2025 |
 Salesforce (CRM) | 0.59% | 1.13% | 27.03% | - |
 NVIDIA (NVDA) | 0.58% | 0% | 20.75% | 2/20/2026 |
 Abbott (ABT) | 0.53% | 0% | 58.85% | 1/8/2025 |
 Nike (NKE) | 0.47% | 0% | 22.67% | 3/21/2025 |
 Palantir (PLTR) | 0.46% | 0% | 15.78% | 2/18/2026 |
 Lowe's (LOW) | 0.43% | 0% | 58.41% | 1/8/2025 |
 Apple (AAPL) | 0.43% | 7.97% | 6.8% | - |
 Oracle (ORCL) | 0.41% | 0% | 15.61% | 10/19/2025 |
 iShares USD Floating Rate Bond UCITS ETF (FLOA.L) | 0.38% | 0% | 4.27% | 4/23/2025 |
 Kraft Heinz (KHC) | 0.36% | 0% | 74.11% | 7/15/2025 |
 Medtronic (MDT.US) | 0.34% | 0% | 62.69% | 2/18/2025 |
 IFF (IFF) | 0.33% | 0% | 34.7% | 4/4/2024 |
 Daqo New Energy (DQ) | 0.31% | 0% | 21.97% | 1/8/2025 |
 T-Mobile (TMUS) | 0.3% | 0% | 63.47% | 1/8/2025 |
 Saia (SAIA) | 0.3% | 0% | 25.2% | 2/21/2025 |
 T. Rowe Price (TROW) | 0.29% | 0% | 34.35% | 4/5/2024 |
 Liberty Broadband (LBRDK) | 0.27% | 0% | 59.11% | 1/8/2025 |
 Autohome (ATHM.CH) | 0.26% | 0% | 21.97% | 1/8/2025 |
 Oil States (OIS) | 0.26% | 0% | 21.62% | 1/8/2025 |
 Acuity Brands (AYI) | 0.24% | 0% | 63.47% | 1/8/2025 |
 Charles Schwab (SCHW) | 0.24% | 0% | 57.72% | 1/8/2025 |
 Credit Acceptance (CACC) | 0.24% | 0% | 58.85% | 1/8/2025 |
 CarMax (KMX) | 0.24% | 0% | 58.85% | 1/8/2025 |
 CNR (CNI) | 0.22% | 0% | 58.85% | 1/8/2025 |
 Bitcoin (BTC) | 0.22% | 3.93% | 7.76% | - |
 Unilever (UL.US) | 0.2% | 0% | 35.05% | 4/5/2024 |
 US Bancorp (USB) | 0.16% | 0% | 57.63% | 1/8/2025 |
 Truist (TFC) | 0.15% | 0% | 57.63% | 1/8/2025 |
 GE (GE) | 0.14% | 0% | 4.88% | 8/18/2025 |
 Novo-Nordisk (NVO) | 0.13% | 0% | 6.8% | 11/5/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.13% | 0% | 41.06% | 4/24/2024 |
 Thales (HO.PA) | 0.11% | 3.25% | 3.75% | - |
 UnitedHealth (UNH) | 0.09% | 3.17% | 2.96% | - |
 Atlassian (TEAM) | 0.08% | 0% | 63.47% | 1/8/2025 |
 BAE Systems (BA.L) | 0.08% | 2.36% | 3.75% | - |
 GBP/USD (GBPUSD) | 0.06% | 0% | 2.44% | 3/8/2024 |
 Vitru Ltd (VTRU) | 0.05% | 0% | 4.01% | 6/19/2024 |
 GDS (GDS) | 0.04% | 0.86% | 4.8% | - |
 Rheinmetall (RHM.DE) | 0.04% | 0.61% | 3.49% | - |
 USD/CHF (USDCHF) | 0.04% | 0% | 2.18% | 3/13/2023 |
 Flutter (FLTR.L) | 0.03% | 2.94% | 0.96% | - |
 Walmart (WMT) | 0.02% | 0% | 0.78% | 7/10/2025 |
 SPDR Gold (GLD) | 0.01% | 1.54% | 0.96% | - |
 iShares Silver Trust (SLV) | 0.01% | 1.32% | 0.96% | - |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.44% | 1/19/2026 |
 Lockheed Martin (LMT) | 0.01% | 0% | 0.44% | 3/2/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 18.62% | 16.63% |
| Bank of America (BAC) | 10.35% | 9.45% |
| Alibaba (BABA) | 4.34% | 7.76% |
| Rolls-Royce (RR.L) | 5.91% | 5.79% |
| JPMorgan (JPM) | 5.56% | 5.35% |
| Goldman Sachs (GS) | 4.94% | 5.14% |
| Snowflake (SNOW) | 5.9% | 4.97% |
| American Express (AXP) | 4.83% | 4.59% |
| Apple (AAPL) | 4.82% | 4.23% |
| Amazon (AMZN) | 4.32% | 3.89% |
| IAG (IAG.L) | 3.86% | 3.47% |
| Arvinas (ARVN) | 2.42% | 2.89% |
| NVIDIA (NVDA) | 2.89% | 2.63% |
| ARK Innovation ETF (ARKK) | 1.62% | 2.62% |
| IRadimed (IRMD) | 1.21% | 2.49% |
| Bitcoin (BTC) | 2.89% | 2.4% |
| Berkshire Hathaway (BRK.B) | 1.45% | 2.38% |
| Salesforce (CRM) | 2.4% | 2.21% |
| Microsoft (MSFT) | 2.41% | 2.09% |
| Alphabet (GOOG) | 1.93% | 1.92% |
| Meta (META) | 1.93% | 1.71% |
| Mastercard (MA) | 0.96% | 1.46% |
| Adobe (ADBE) | 1.93% | 1.44% |
| ICE (ICE) | 0.96% | 1.34% |
| Pagseguro (PAGS) | 1.51% | 1.05% |
Cash & Instruments Over Time
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