Portfolio Diversification
Range
Most Diversified
23 instruments
August 3, 2024
Least Diversified
12 instruments
January 1, 2022
Average
17.8 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
MCD100%
BTC96.49%
MA94.81%
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) | 13.69% | 17.41% | 96.49% | - |
| Microsoft (MSFT) | 12.19% | 7.9% | 100% | - |
| Alphabet (GOOG) | 11.13% | 7.64% | 100% | - |
| McDonald's (MCD) | 5.78% | 1.45% | 100% | - |
 Amazon (AMZN) | 4.52% | 0% | 70.39% | 7/2/2024 |
 Visa (V) | 4.07% | 3.08% | 65.84% | - |
 Nomad Foods (NOMD) | 2.95% | 0% | 81.48% | 11/20/2024 |
| Mastercard (MA) | 2.95% | 2.28% | 94.81% | - |
 Chainlink (LINK) | 2.49% | 0% | 48.28% | 12/12/2024 |
 Berkshire Hathaway (BRK.B) | 2.46% | 1.21% | 64.09% | - |
 Meta (META) | 2.39% | 8.36% | 45.73% | - |
 ASML (ASML.NV) | 2.39% | 5.99% | 43.66% | - |
 S&P Global (SPGI) | 2.15% | 0% | 44.37% | 8/15/2023 |
 Nagarro (NA9.DE) | 2.03% | 5.14% | 45.97% | - |
 Abbott (ABT) | 1.88% | 0% | 42.78% | 11/21/2023 |
 Adobe (ADBE) | 1.77% | 0% | 53.15% | 11/27/2023 |
 PepsiCo (PEP) | 1.63% | 2.08% | 58.82% | - |
 MicroStrategy (MSTR) | 1.62% | 0.95% | 33.04% | - |
 Danaher (DHR) | 1.52% | 0% | 37.67% | 12/20/2023 |
 NVIDIA (NVDA) | 1.45% | 5.88% | 41.82% | - |
 Realty Income (O) | 1.11% | 3.14% | 27.93% | - |
 TD (TD) | 1.1% | 0% | 25.62% | 5/3/2024 |
 LVMH (MC.PA) | 1.08% | 2.27% | 36.55% | - |
 Coca-Cola (KO) | 1.07% | 0% | 31.76% | 8/25/2023 |
 Autodesk (ADSK) | 0.77% | 0% | 36.63% | 6/6/2024 |
 Hermes (RMS.PA) | 0.69% | 0% | 19.47% | 1/22/2025 |
 Chemed (CHE) | 0.69% | 3.12% | 20.67% | - |
 Wendy's (WEN) | 0.65% | 1.76% | 27.13% | - |
 Tencent (0700.HK) | 0.58% | 0% | 9.42% | 4/29/2022 |
 UnitedHealth (UNH) | 0.41% | 0% | 14.13% | 4/10/2025 |
 Apple (AAPL) | 0.37% | 0% | 20.91% | 9/23/2024 |
 TSMC (TSM) | 0.37% | 3.01% | 10.69% | - |
 Prologis (PLD) | 0.35% | 1.7% | 21.87% | - |
 PayPal (PYPL) | 0.35% | 0% | 10.77% | 8/3/2022 |
 Disney (DIS) | 0.34% | 0% | 8.22% | 4/14/2022 |
 Estee Lauder (EL) | 0.33% | 0% | 27.53% | 4/17/2024 |
 Baidu (BIDU) | 0.3% | 0% | 16.6% | 10/1/2024 |
 Moncler (MONC.MI) | 0.29% | 0% | 13.89% | 1/24/2025 |
 Intel (INTC) | 0.28% | 0% | 21.39% | 1/3/2025 |
 Synopsys (SNPS) | 0.25% | 0% | 18.28% | 4/17/2024 |
 UHS (UHS) | 0.24% | 0.49% | 22.19% | - |
 Monster Beverage (MNST) | 0.2% | 0% | 20.99% | 10/15/2024 |
 Costco (COST) | 0.19% | 0% | 11.65% | 8/27/2024 |
 Moody's (MCO) | 0.17% | 0% | 7.42% | 4/14/2022 |
 Nestle (NESN.ZU) | 0.13% | 0% | 9.34% | 4/7/2025 |
 Corsair (CRSR) | 0.06% | 0% | 3.03% | 2/7/2022 |
 Alibaba (BABA) | 0.06% | 0% | 1.92% | 4/29/2022 |
 EPAM (EPAM) | 0.03% | 0.68% | 5.43% | - |
 Veralto (VLTO) | 0.02% | 0% | 6.23% | 12/20/2023 |
 Progressive (PGR) | 0% | 1.07% | 0.48% | - |
 Royal Gold (RGLD) | 0% | 1.08% | 0.08% | - |
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% |