Portfolio Diversification
Range
Most Diversified
19 instruments
August 21, 2025
Least Diversified
0 instruments
January 1, 2022
Average
11.9 instruments
Most Consistent Holdings
Top 5
AMZN96.8%
MSFT69.31%
BTC64.66%
CSCO62.22%
SNOW60.78%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 9.3% | 7.71% | 69.31% | - |
 Berkshire Hathaway (BRK.B) | 8.67% | 0% | 42.57% | 9/21/2023 |
| Amazon (AMZN) | 7.85% | 14.47% | 96.8% | - |
| Bitcoin (BTC) | 6.12% | 3.01% | 64.66% | - |
 Alphabet (GOOG) | 5.92% | 21.63% | 55.83% | - |
 Disney (DIS) | 5.32% | 0% | 59.79% | 6/28/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 4.26% | 0% | 29.55% | 12/27/2024 |
| Cisco (CSCO) | 3.55% | 3.13% | 62.22% | - |
 Philip Morris (PM) | 3.44% | 0% | 28.71% | 3/6/2025 |
 NVIDIA (NVDA) | 3.43% | 2.6% | 42.73% | - |
| Snowflake (SNOW) | 3.42% | 0% | 60.78% | 8/1/2025 |
 Oracle (ORCL) | 2.41% | 0% | 41.28% | 8/1/2025 |
 Lockheed Martin (LMT) | 2.27% | 0% | 16.37% | 10/29/2024 |
 IBM (IBM) | 2.13% | 0% | 21.4% | 3/14/2025 |
 Realty Income (O) | 2.06% | 0% | 28.26% | 3/12/2025 |
 Meta (META) | 1.94% | 0% | 32.29% | 5/3/2023 |
 AGNC (AGNC) | 1.67% | 0% | 23.23% | 12/30/2024 |
 Apple (AAPL) | 1.62% | 3.73% | 28.94% | - |
 Evolution (EVO.ST) | 1.58% | 0% | 27.88% | 4/16/2025 |
 Cocoa (Expiring Future) (COCOA.FUT) | 1.52% | 0% | 10.43% | 7/5/2024 |
 Tesla (TSLA) | 1.17% | 0% | 16.3% | 7/24/2024 |
 Ethereum (ETH) | 1.17% | 0% | 35.34% | 6/12/2023 |
 Edison (EIX) | 1.1% | 5.09% | 17.9% | - |
 TheBigBanks | 1.01% | 9.47% | 10.28% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.99% | 0% | 9.75% | 7/17/2024 |
 GE (GE) | 0.93% | 0% | 11.58% | 1/23/2023 |
 Piedmont (PDM) | 0.86% | 0% | 19.57% | 12/18/2024 |
 Alibaba (BABA) | 0.74% | 0% | 10.74% | 12/30/2024 |
 kandreyovics | 0.72% | 4.24% | 17.36% | - |
 McDonald's (MCD) | 0.63% | 0% | 10.05% | 3/12/2025 |
 Pfizer (PFE) | 0.56% | 1.94% | 22.92% | - |
 DJ30 Index (Non Expiry) (DJ30) | 0.52% | 0% | 4.11% | 1/17/2024 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.51% | 2.15% | 17.9% | - |
 Nestle (NESN.ZU) | 0.48% | 0% | 6.55% | 10/18/2024 |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 0.45% | 2.92% | 13.18% | - |
 Netflix (NFLX) | 0.44% | 0% | 5.79% | 1/2/2025 |
 Amcor (AMCR) | 0.42% | 0% | 10.74% | 11/19/2024 |
 iShares MSCI EM Consumer Growth UCITS ETF (CEMG.DE) | 0.36% | 2.81% | 11.42% | - |
 Monster Beverage (MNST) | 0.35% | 2.92% | 10.81% | - |
 Rheinmetall (RHM.DE) | 0.33% | 0% | 5.64% | 4/22/2025 |
 Nike (NKE) | 0.27% | 0% | 6.85% | 10/2/2024 |
 iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD Acc (QDVK.DE) | 0.22% | 1.12% | 17.21% | - |
 EuropeDefense | 0.22% | 7.78% | 2.74% | - |
 Tencent (0700.HK) | 0.21% | 0% | 8.76% | 4/7/2025 |
 Diageo (DEO) | 0.2% | 1.72% | 10.81% | - |
 Axcelis (ACLS) | 0.2% | 0% | 1.52% | 7/5/2023 |
 Venture Global Inc (VG) | 0.15% | 0.6% | 17.06% | - |
 BAE Systems (BA.L) | 0.1% | 0% | 4.65% | 5/12/2025 |
 2Crsi SA (AL2SI.PA) | 0.04% | 0% | 4.27% | 3/4/2025 |
 Tactile Systems (TCMD) | 0.02% | 0% | 0.61% | 12/5/2024 |
 Intel (INTC) | 0.01% | 0% | 0.84% | 11/12/2024 |
 XRP (XRP) | 0.01% | 0% | 2.13% | 12/30/2024 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.08% | 10/31/2024 |
 GE HealthCare (GEHC) | 0% | 0% | 0.08% | 1/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 15.04% | 14.16% |
| Alphabet (GOOG) | 12.2% | 12.61% |
| IBM (IBM) | 7.85% | 9.46% |
| Philip Morris (PM) | 6.34% | 7.77% |
| Netflix (NFLX) | 7.07% | 7.76% |
| McDonald's (MCD) | 6.96% | 6.24% |
| NVIDIA (NVDA) | 4.76% | 5.79% |
| Monster Beverage (MNST) | 3.82% | 3.4% |
| Pfizer (PFE) | 3.18% | 2.86% |
| Tencent (0700.HK) | 2.51% | 2.33% |