Portfolio Diversification
Range
Most Diversified
14 instruments
December 5, 2023
Least Diversified
0 instruments
November 15, 2023
Average
10 instruments
Most Consistent Holdings
Top 5
AMZN96.43%
VOO76.35%
GS75.56%
MSFT73.05%
BTC63.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 23.97% | 0% | 76.35% | 7/8/2025 |
| Bitcoin (BTC) | 5.71% | 0% | 63.01% | 6/12/2025 |
 Ethereum (ETH) | 5.53% | 0% | 50.46% | 7/16/2025 |
| Amazon (AMZN) | 5.42% | 6.29% | 96.43% | - |
 Novo-Nordisk (NVO) | 4.32% | 12.09% | 30.12% | - |
| Goldman Sachs (GS) | 4.13% | 0% | 75.56% | 7/8/2025 |
| Microsoft (MSFT) | 3.83% | 0% | 73.05% | 6/12/2025 |
 Ferrari (RACE) | 2.92% | 4.6% | 50.59% | - |
 LVMH (MC.PA) | 2.64% | 5.73% | 50.46% | - |
 Lockheed Martin (LMT) | 2.2% | 5.45% | 41.08% | - |
 Allianz (ALV.DE) | 1.96% | 0% | 34.35% | 4/25/2025 |
 Coherent (COHR) | 1.77% | 0% | 9.25% | 7/8/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 1.73% | 0% | 29.99% | 7/8/2025 |
 American Express (AXP) | 1.66% | 0% | 29.85% | 7/8/2025 |
 Banco Sabadell (SAB.MC) | 1.47% | 0% | 31.44% | 7/31/2024 |
 ACS (ACS.MC) | 1.34% | 0% | 23.25% | 2/5/2025 |
 GM (GM) | 1.28% | 0% | 26.42% | 9/18/2024 |
 Johnson & Johnson (JNJ) | 1.08% | 0% | 21.93% | 4/30/2024 |
 Booz Allen (BAH) | 0.94% | 0% | 20.21% | 7/8/2025 |
 Petrobras (PBR) | 0.9% | 0% | 19.82% | 10/28/2024 |
 GE (GE) | 0.83% | 0% | 15.59% | 5/30/2024 |
 Coca-Cola (KO) | 0.71% | 0% | 14% | 2/29/2024 |
 Naturgy (NTGY.MC) | 0.66% | 0% | 12.42% | 11/4/2024 |
 Deutsche Post (DHL.DE) | 0.53% | 0% | 12.02% | 7/31/2024 |
 Disney (DIS) | 0.51% | 0% | 10.17% | 1/31/2024 |
 Procter & Gamble (PG) | 0.5% | 0% | 10.17% | 1/31/2024 |
 MercadoLibre (MELI) | 0.39% | 0% | 8.06% | 1/31/2024 |
 TSMC (TSM) | 0.39% | 0% | 7.93% | 4/30/2024 |
 Sacyr (SCYR.MC) | 0.38% | 0% | 8.06% | 7/31/2024 |
 Honeywell (HON) | 0.36% | 0% | 7.93% | 4/1/2024 |
 General Mills (GIS) | 0.36% | 0% | 6.47% | 9/18/2024 |
 Caterpillar (CAT) | 0.31% | 0% | 5.81% | 12/29/2023 |
 SPDR Gold (GLD) | 0.28% | 0% | 5.02% | 12/30/2024 |
 Nestle (NESN.ZU) | 0.26% | 0% | 5.28% | 11/4/2024 |
 Berkshire Hathaway (BRK.B) | 0.26% | 0% | 4.49% | 10/28/2024 |
 Palantir (PLTR) | 0.22% | 0% | 4.62% | 2/4/2025 |
 NVIDIA (NVDA) | 0.2% | 0% | 4.49% | 10/28/2024 |
 Cleanspark (CLSK) | 0.14% | 0% | 3.83% | 5/30/2024 |
 Visa (V) | 0.13% | 0% | 0.92% | 11/4/2024 |
 GE Vernova (GEV) | 0.04% | 0% | 3.57% | 4/30/2024 |
 iShares Gold Trust (IAU) | 0.01% | 0% | 0.13% | 11/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 37.43% | 36.68% |
| ACS (ACS.MC) | 5.82% | 6.49% |
| Amazon (AMZN) | 5.82% | 6.45% |
| LVMH (MC.PA) | 5.82% | 6.16% |
| Microsoft (MSFT) | 5.82% | 5.92% |
| Allianz (ALV.DE) | 5.82% | 5.85% |
| American Express (AXP) | 5.82% | 5.74% |
| Vanguard FTSE Emerging Markets (VWO) | 5.82% | 5.63% |
| Ferrari (RACE) | 5.82% | 5.63% |
| Goldman Sachs (GS) | 5.82% | 5.52% |
| Bitcoin (BTC) | 5.27% | 5.26% |
| Palantir (PLTR) | 4.92% | 4.83% |