Portfolio Diversification
Range
Most Diversified
25 instruments
August 12, 2025
Least Diversified
0 instruments
October 20, 2025
Average
18.4 instruments
Most Consistent Holdings
Top 5
GOOG99.64%
MSFT99.64%
MCD99.64%
BTC96.51%
MA95.02%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 13.73% | 12.34% | 96.51% | - |
| Microsoft (MSFT) | 11.48% | 4.71% | 99.64% | - |
| Alphabet (GOOG) | 10.69% | 8.51% | 99.64% | - |
| McDonald's (MCD) | 5.27% | 0.94% | 99.64% | - |
 Amazon (AMZN) | 4.03% | 0% | 62.78% | 7/2/2024 |
 Visa (V) | 3.93% | 3.54% | 69.18% | - |
 Meta (META) | 2.8% | 6.92% | 51.25% | - |
| Mastercard (MA) | 2.8% | 1.35% | 95.02% | - |
 Nomad Foods (NOMD) | 2.63% | 0% | 72.67% | 11/20/2024 |
 ASML (ASML.NV) | 2.62% | 4.83% | 49.4% | - |
 Nagarro (NA9.DE) | 2.38% | 11.7% | 51.46% | - |
 Berkshire Hathaway (BRK.B) | 2.33% | 1.66% | 67.62% | - |
 Chainlink (LINK) | 2.22% | 0% | 43.06% | 12/12/2024 |
 S&P Global (SPGI) | 1.92% | 0% | 39.57% | 8/15/2023 |
 MicroStrategy (MSTR) | 1.74% | 4.23% | 39.93% | - |
 Abbott (ABT) | 1.68% | 0% | 38.15% | 11/21/2023 |
 PepsiCo (PEP) | 1.66% | 2.37% | 62.92% | - |
 NVIDIA (NVDA) | 1.6% | 0% | 47.12% | 11/28/2025 |
 Adobe (ADBE) | 1.58% | 0% | 47.4% | 11/27/2023 |
 Danaher (DHR) | 1.36% | 0% | 33.59% | 12/20/2023 |
 Realty Income (O) | 1.23% | 1.96% | 35.37% | - |
 LVMH (MC.PA) | 1.15% | 1.89% | 43.06% | - |
 TD (TD) | 0.98% | 0% | 22.85% | 5/3/2024 |
 Coca-Cola (KO) | 0.95% | 0% | 28.33% | 8/25/2023 |
 Chemed (CHE) | 0.87% | 1.95% | 28.9% | - |
 Wendy's (WEN) | 0.75% | 1.99% | 34.66% | - |
 Hermes (RMS.PA) | 0.71% | 1.68% | 25.41% | - |
 Autodesk (ADSK) | 0.69% | 0% | 32.67% | 6/6/2024 |
 TSMC (TSM) | 0.57% | 1.94% | 20% | - |
 Tencent (0700.HK) | 0.52% | 0% | 8.4% | 4/29/2022 |
 Prologis (PLD) | 0.41% | 0% | 26.55% | 10/15/2025 |
 UnitedHealth (UNH) | 0.37% | 0% | 12.6% | 4/10/2025 |
 Apple (AAPL) | 0.33% | 0% | 18.65% | 9/23/2024 |
 PayPal (PYPL) | 0.31% | 0.83% | 10.04% | - |
 EPAM (EPAM) | 0.31% | 4.84% | 15.3% | - |
 Disney (DIS) | 0.3% | 0% | 7.33% | 4/14/2022 |
 Estee Lauder (EL) | 0.29% | 0% | 24.56% | 4/17/2024 |
 Baidu (BIDU) | 0.27% | 0% | 14.8% | 10/1/2024 |
 Moncler (MONC.MI) | 0.26% | 0% | 12.38% | 1/24/2025 |
 Intel (INTC) | 0.25% | 0% | 19.07% | 1/3/2025 |
 UHS (UHS) | 0.23% | 0% | 22.28% | 8/12/2025 |
 Synopsys (SNPS) | 0.22% | 0% | 16.3% | 4/17/2024 |
 Costco (COST) | 0.18% | 0.79% | 11.74% | - |
 Monster Beverage (MNST) | 0.18% | 0% | 18.72% | 10/15/2024 |
 Royal Gold (RGLD) | 0.16% | 2.25% | 10.53% | - |
 Progressive (PGR) | 0.15% | 1.7% | 10.89% | - |
 Moody's (MCO) | 0.15% | 0% | 6.62% | 4/14/2022 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.12% | 1.37% | 8.75% | - |
 Nestle (NESN.ZU) | 0.11% | 0% | 8.33% | 4/7/2025 |
 Cigna (CI) | 0.08% | 2.08% | 7.97% | - |
 Corsair (CRSR) | 0.05% | 0% | 2.7% | 2/7/2022 |
 Alibaba (BABA) | 0.05% | 0% | 1.71% | 4/29/2022 |
 Veralto (VLTO) | 0.02% | 0% | 5.55% | 12/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 12.55% | 24.66% |
| Microsoft (MSFT) | 6.24% | 6.63% |
| Alphabet (GOOG) | 5.56% | 6.45% |
| Nagarro (NA9.DE) | 7.32% | 5.89% |
| Meta (META) | 4.92% | 5.59% |
| ASML (ASML.NV) | 6.65% | 4.84% |
| UnitedHealth (UNH) | 5.13% | 4.06% |
| Realty Income (O) | 5.35% | 4.03% |
| LVMH (MC.PA) | 5.07% | 3.95% |
| Visa (V) | 3.9% | 3.88% |
| Hermes (RMS.PA) | 4.2% | 3.87% |
| Chemed (CHE) | 4.8% | 3.83% |
| Mastercard (MA) | 3.77% | 3.78% |
| McDonald's (MCD) | 3.98% | 3.6% |
| Moncler (MONC.MI) | 3.74% | 3.09% |
| PepsiCo (PEP) | 3.49% | 2.64% |
| Wendy's (WEN) | 2.67% | 2.17% |
| Prologis (PLD) | 2.15% | 1.63% |
| UHS (UHS) | 1.95% | 1.43% |
| Nestle (NESN.ZU) | 1.17% | 0.98% |
| Intel (INTC) | 1.68% | 0.83% |