Portfolio Diversification
Range
Most Diversified
59 instruments
March 10, 2023
Least Diversified
23 instruments
November 7, 2024
Average
39.9 instruments
Most Consistent Holdings
Top 5
BRK.B100%
ETH96.49%
PYPL91.07%
POL83.65%
MANA79.14%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.58% | 15.6% | 100% | - |
| Ethereum (ETH) | 4.02% | 4.01% | 96.49% | - |
 Bitcoin (BTC) | 3.44% | 0.35% | 69.71% | - |
 L'Oréal (OR.PA) | 3.27% | 4.01% | 52.56% | - |
 Vanguard Total Stock Market ETF (VTI) | 3.03% | 0% | 45.14% | 4/3/2024 |
 LVMH (MC.PA) | 2.94% | 2.71% | 77.23% | - |
 Meta (META) | 2.71% | 2.49% | 66.9% | - |
 Nestle (NESN.ZU) | 2.66% | 1.92% | 65.3% | - |
 Procter & Gamble (PG) | 2.38% | 2.13% | 76.03% | - |
| PayPal (PYPL) | 1.94% | 1.11% | 91.07% | - |
 Pfizer (PFE) | 1.85% | 2.35% | 64.99% | - |
 PepsiCo (PEP) | 1.83% | 2.29% | 68.51% | - |
 Volkswagen (VOW3.DE) | 1.77% | 0% | 26.38% | 6/11/2024 |
 Apple (AAPL) | 1.69% | 1.21% | 56.87% | - |
 TRON (TRX) | 1.54% | 2.5% | 65.2% | - |
 Coca-Cola (KO) | 1.51% | 1.73% | 63.39% | - |
 Bayer (BAYN.DE) | 1.51% | 1.29% | 63.89% | - |
 Kraft Heinz (KHC) | 1.47% | 1.06% | 52.26% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.4% | 0% | 45.14% | 4/3/2024 |
 Visa (V) | 1.33% | 3.16% | 37.51% | - |
 Alphabet (GOOG) | 1.29% | 2.72% | 76.33% | - |
 McDonald's (MCD) | 1.25% | 0% | 41.12% | 2/10/2025 |
 Goldman Sachs (GS) | 1.25% | 0% | 35.51% | 12/28/2023 |
 Medical Properties Trust (MPW) | 1.24% | 0.34% | 79.14% | - |
 BlackRock (BLK) | 1.24% | 0% | 25.48% | 9/18/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.12% | 1.99% | 35.31% | - |
| Polygon Ecosystem (ex Matic) (POL) | 1.12% | 0.46% | 83.65% | - |
 BP (BP.L) | 1.11% | 1.34% | 50.05% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 1.1% | 0% | 20.26% | 7/25/2023 |
 Chevron (CVX) | 1.08% | 2.21% | 52.16% | - |
 Microsoft (MSFT) | 1.08% | 2% | 60.48% | - |
 BASF (BAS.DE) | 1.07% | 1.24% | 62.99% | - |
 Citi (C) | 1.02% | 0% | 41.42% | 4/12/2024 |
 Porsche (P911.DE) | 0.86% | 0.09% | 52.86% | - |
 Coinbase (COIN) | 0.85% | 0% | 35.51% | 12/28/2023 |
 Tesla (TSLA) | 0.78% | 0% | 41.62% | 11/1/2024 |
 Toyota (TM) | 0.76% | 0% | 29.19% | 2/18/2025 |
 Occidental (OXY) | 0.74% | 1.49% | 41.73% | - |
 Nike (NKE) | 0.73% | 1.46% | 38.11% | - |
 NVIDIA (NVDA) | 0.64% | 0% | 15.05% | 2/10/2025 |
 AT&T (T) | 0.63% | 0% | 57.47% | 8/5/2024 |
 Charles Schwab (SCHW) | 0.63% | 0% | 46.74% | 4/19/2024 |
 BAT (BATS.L) | 0.61% | 1.98% | 32% | - |
 Lockheed Martin (LMT) | 0.59% | 2.68% | 22.27% | - |
 Target (TGT) | 0.58% | 1.02% | 31.9% | - |
 Weyerhaeuser (WY) | 0.51% | 0% | 46.74% | 4/19/2024 |
 iShares Core U.S. REIT ETF (USRT) | 0.47% | 0% | 57.67% | 8/7/2024 |
 Liberty SiriusXM (LSXMK) | 0.46% | 0% | 14.64% | 9/11/2024 |
 Union Pacific (UNP) | 0.43% | 1.69% | 25.08% | - |
 Build and Build (BNB) | 0.42% | 0% | 39.22% | 11/20/2024 |
 Constellation Brands (STZ) | 0.42% | 1.44% | 22.87% | - |
 Ulta (ULTA) | 0.41% | 0% | 10.43% | 12/2/2024 |
 Alphabet (GOOGL) | 0.39% | 2.06% | 19.96% | - |
 Digital Realty (DLR) | 0.38% | 0% | 36.91% | 1/11/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.37% | 0% | 61.69% | 9/16/2024 |
 Danaos (DAC) | 0.36% | 0% | 55.57% | 7/17/2024 |
 Solana (SOL) | 0.35% | 0% | 42.43% | 3/12/2024 |
 MSCI (MSCI) | 0.33% | 0% | 20.26% | 7/25/2023 |
 Cardano (ADA) | 0.31% | 0% | 51.35% | 3/4/2025 |
 Realty Income (O) | 0.31% | 0% | 55.57% | 7/17/2024 |
 iShares Semiconductor ETF (SOXX) | 0.3% | 0% | 14.64% | 5/30/2023 |
 Starbucks (SBUX) | 0.3% | 0% | 8.43% | 8/13/2024 |
 Enjin (ENJ) | 0.3% | 0% | 79.14% | 3/10/2025 |
 Disney (DIS) | 0.28% | 0% | 39.72% | 2/8/2024 |
 Shopify (SHOP) | 0.27% | 0% | 12.04% | 5/4/2023 |
 Supermicro (SMCI) | 0.27% | 1.1% | 30.69% | - |
 Henkel (HEN.DE) | 0.24% | 1.29% | 20.06% | - |
 Maersk (MAERSKB.CO) | 0.23% | 0% | 61.69% | 9/16/2024 |
 Intel (INTC) | 0.22% | 0% | 25.68% | 9/20/2023 |
 Sony (SONY) | 0.21% | 0% | 19.86% | 4/19/2024 |
 Dior (CDI.PA) | 0.2% | 0% | 30.69% | 3/18/2024 |
 Porsche (PAH3.DE) | 0.19% | 0% | 9.03% | 4/23/2024 |
 Tritax (BBOX.L) | 0.17% | 0% | 36.81% | 1/10/2024 |
 SPDR S&P 500 ETF (SPY) | 0.16% | 0% | 20.16% | 7/24/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.15% | 0% | 18.96% | 7/12/2023 |
 Iberdrola (IBE.MC) | 0.15% | 0% | 16.15% | 8/26/2025 |
| Decentraland (MANA) | 0.14% | 0% | 79.14% | 3/10/2025 |
 Pernod Ricard (RI.PA) | 0.14% | 0.68% | 18.76% | - |
 Oatly (OTLY) | 0.11% | 0% | 63.39% | 10/3/2024 |
 Siemens (SIE.DE) | 0.11% | 0% | 7.82% | 3/6/2025 |
 Amazon (AMZN) | 0.1% | 1.31% | 12.84% | - |
 XRP (XRP) | 0.09% | 0% | 38.31% | 8/23/2024 |
 BlackStone (BX) | 0.09% | 0% | 18.46% | 7/19/2023 |
 Warner Bros Discovery (WBD) | 0.09% | 0% | 6.82% | 7/17/2024 |
 HP (HPQ) | 0.08% | 0% | 13.14% | 5/15/2023 |
 Polkadot (DOT) | 0.08% | 0% | 35.91% | 1/1/2024 |
 Banco Sabadell (SAB.MC) | 0.08% | 0% | 8.22% | 8/1/2024 |
 Bank of America (BAC) | 0.08% | 0% | 10.63% | 6/3/2025 |
 Diageo (DGE.L) | 0.08% | 0.38% | 18.76% | - |
 TUI (TUI1.DE) | 0.06% | 0% | 3.61% | 10/1/2024 |
 Marathon Oil (MRO) | 0.06% | 0% | 6.32% | 8/23/2024 |
 TUI AG (TUI.L) | 0.05% | 0% | 3.61% | 6/20/2024 |
 Skyworks (SWKS) | 0.04% | 0% | 6.92% | 3/13/2023 |
 Adidas (ADS.DE) | 0.04% | 0.76% | 6.52% | - |
 Kellanova (K) | 0.04% | 0% | 1.6% | 9/26/2024 |
 US Bancorp (USB) | 0.04% | 0% | 7.32% | 6/2/2023 |
 Wheaton Precious Metals (WPM) | 0.04% | 0% | 8.43% | 3/28/2023 |
 Airbus (AIR.PA) | 0.03% | 0% | 2.41% | 4/12/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0.64% | 6.62% | - |
 ThyssenKrupp (TKA.DE) | 0.03% | 0% | 3.71% | 1/29/2025 |
 UnitedHealth (UNH) | 0.03% | 0.85% | 4.01% | - |
 Morgan Stanley (MS) | 0.03% | 0% | 4.01% | 5/14/2025 |
 Zurich Insurance (ZURN.ZU) | 0.02% | 0.39% | 9.63% | - |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 4.01% | 6/11/2024 |
 Swiss Re (SREN.ZU) | 0.02% | 0.39% | 9.53% | - |
 Algorand (ALGO) | 0.02% | 0% | 46.44% | 4/16/2024 |
 Novartis (NVS) | 0.02% | 0.2% | 6.12% | - |
 ExxonMobil (XOM) | 0.01% | 0.39% | 5.42% | - |
 Axie Infinity (AXS) | 0.01% | 0% | 46.44% | 4/16/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.01% | 0% | 7.02% | 3/14/2023 |
 TotalEnergies (TTE.PA) | 0.01% | 0.33% | 5.92% | - |
 Terra Classic (LUNC) | 0.01% | 0% | 25.88% | 9/22/2023 |
 Novo-Nordisk (NVO) | 0.01% | 0% | 0.5% | 11/20/2024 |
 FTX Token (FTT) | 0.01% | 0% | 25.88% | 9/22/2023 |
 Deutsche Post (DHL.DE) | 0% | 0% | 0.3% | 9/22/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0% | 0% | 1.5% | 4/4/2023 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0% | 0% | 0.6% | 3/13/2023 |
 Palantir (PLTR) | 0% | 0% | 0.5% | 10/15/2024 |
 Northrop Grumman (NOC) | 0% | 0% | 0.5% | 3/17/2025 |
 Munich Re (MUV2.DE) | 0% | 0% | 0.6% | 8/14/2025 |
 USD/CHF (USDCHF) | 0% | 0% | 0.1% | 4/4/2025 |
 Altria (MO) | 0% | 0% | 0.1% | 4/1/2025 |
 Verizon (VZ) | 0% | 0% | 0.9% | 8/20/2025 |
 Svitzer (SVITZR.CO) | 0% | 0% | 1.4% | 5/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.61% | 19.13% |
| LVMH (MC.PA) | 9.62% | 10.62% |
| L'Oréal (OR.PA) | 9.55% | 8.79% |
| Nestle (NESN.ZU) | 5.25% | 4.57% |
| PepsiCo (PEP) | 4.34% | 4.52% |
| Visa (V) | 3.56% | 4.37% |
| Pfizer (PFE) | 3.93% | 3.96% |
| Chevron (CVX) | 3.08% | 3.2% |
| Target (TGT) | 2.76% | 3.16% |
| Occidental (OXY) | 3.07% | 3.15% |
| Ethereum (ETH) | 3.22% | 3.1% |
| Kraft Heinz (KHC) | 3.51% | 3.06% |
| BP (BP.L) | 3.25% | 2.94% |
| Toyota (TM) | 2.5% | 2.85% |
| Alphabet (GOOG) | 1.76% | 2.11% |
| Bayer (BAYN.DE) | 3.11% | 2.1% |
| BAT (BATS.L) | 1.69% | 1.81% |
| Porsche (P911.DE) | 2.46% | 1.74% |
| Microsoft (MSFT) | 1.58% | 1.72% |
| PayPal (PYPL) | 1.56% | 1.65% |
| Nike (NKE) | 1.46% | 1.55% |
| Procter & Gamble (PG) | 1.52% | 1.55% |
| McDonald's (MCD) | 1.38% | 1.48% |
| Meta (META) | 1.34% | 1.45% |
| Polygon Ecosystem (ex Matic) (POL) | 1.47% | 1.25% |
| Siemens (SIE.DE) | 1.03% | 1.1% |
| TRON (TRX) | 1.03% | 1.01% |
| ThyssenKrupp (TKA.DE) | 0.77% | 0.83% |
| Medical Properties Trust (MPW) | 1.38% | 0.72% |
| Supermicro (SMCI) | 0.59% | 0.51% |
| Enjin (ENJ) | 0.32% | 0.16% |
| Cardano (ADA) | 0.15% | 0.15% |
| Decentraland (MANA) | 0.22% | 0.05% |