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Portfolio Diversification
Range
Most Diversified
33 instruments
July 14, 2026
Least Diversified
0 instruments
February 2, 2025
Average
29.5 instruments
Most Consistent Holdings
Top 5
AAPL99.51%
GOOG99.51%
MSFT99.51%
AMZN99.51%
DIS99.51%
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 |
|---|---|---|---|---|
 Vanguard Real Estate ETF (VNQ) | 8.93% | 7.43% | 99.51% | - |
 Invesco QQQ (QQQ) | 8.9% | 8.42% | 99.51% | - |
 Vanguard S&P 500 ETF (VOO) | 7.29% | 6.47% | 99.51% | - |
| Apple (AAPL) | 5.98% | 2.84% | 99.51% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 5.49% | 5.51% | 99.51% | - |
 NVIDIA (NVDA) | 4.94% | 6.53% | 99.51% | - |
| Microsoft (MSFT) | 4.72% | 2.21% | 99.51% | - |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.02% | 2.96% | 99.51% | - |
 Welltower (WELL.US) | 3.27% | 3.6% | 99.51% | - |
 Netflix (NFLX) | 3.04% | 1.4% | 91.97% | - |
 Digital Realty (DLR) | 2.99% | 3.27% | 99.51% | - |
 Realty Income (O) | 2.88% | 2.61% | 99.51% | - |
 Simon (SPG) | 2.82% | 2.43% | 99.51% | - |
 Tesla (TSLA) | 2.77% | 3.07% | 99.51% | - |
 AvalonBay (AVB) | 2.77% | 1.83% | 99.51% | - |
 ArcelorMittal (MTS.MC) | 2.76% | 3.28% | 99.51% | - |
| Alphabet (GOOG) | 2.58% | 3.28% | 99.51% | - |
 Kinross Gold (KGC) | 2.53% | 3.32% | 99.51% | - |
 Costco (COST) | 2.19% | 1.25% | 99.51% | - |
 SAP (SAP.DE) | 2.13% | 1.07% | 99.51% | - |
 Nu (NU) | 1.94% | 1.32% | 99.51% | - |
| Amazon (AMZN) | 1.9% | 1.74% | 99.51% | - |
 Bitcoin (BTC) | 1.81% | 2.67% | 99.51% | - |
 Ethereum (ETH) | 1.7% | 1.27% | 99.51% | - |
 AT&T (T.US) | 1.68% | 0.92% | 99.51% | - |
| Disney (DIS) | 1.42% | 1.11% | 99.51% | - |
 Intesa Sanpaolo (ISP.MI) | 0.92% | 1.96% | 44.39% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.9% | 4.92% | 25.63% | - |
 Mercedes-Benz (MBG.DE) | 0.88% | 1.18% | 49.11% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.47% | 1.7% | 25.2% | - |
 Alibaba (BABA) | 0.44% | 0% | 42.37% | 12/22/2023 |
 Cardano (ADA) | 0.22% | 0% | 46.47% | 2/27/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.21% | 1.34% | 25.63% | - |
 Rheinmetall (RHM.DE) | 0.2% | 1.01% | 25.63% | - |
 Nio (NIO) | 0.09% | 0% | 42.37% | 12/22/2023 |
 Warner Bros Discovery (WBD) | 0.07% | 0% | 39.85% | 2/20/2024 |
 TSMC (TSM) | 0.01% | 0.98% | 0.55% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Real Estate ETF (VNQ) | 10.84% | 7.87% |
| Invesco QQQ (QQQ) | 7.06% | 7.87% |
| NVIDIA (NVDA) | 4% | 7.04% |
| Vanguard S&P 500 ETF (VOO) | 6.96% | 7.03% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 7.75% | 5.75% |
| Kinross Gold (KGC) | 1.71% | 4.75% |
| Tesla (TSLA) | 2.78% | 4.34% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 4.84% | 3.53% |
| Alphabet (GOOG) | 2.4% | 3.53% |
| Welltower (WELL.US) | 2.21% | 3.28% |
| ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 4.31% | 3.25% |
| Microsoft (MSFT) | 3.17% | 3.22% |
| Digital Realty (DLR) | 4.13% | 3.08% |
| Apple (AAPL) | 1.87% | 2.84% |
| ArcelorMittal (MTS.MC) | 2.09% | 2.65% |
| Simon (SPG) | 2.7% | 2.4% |
| Realty Income (O) | 3.22% | 2.27% |
| Netflix (NFLX) | 1.48% | 2.26% |
| Intesa Sanpaolo (ISP.MI) | 1.77% | 2.19% |
| Bitcoin (BTC) | 2.14% | 2.18% |
| Ethereum (ETH) | 2.62% | 1.96% |
| Amazon (AMZN) | 2.11% | 1.95% |
| Mercedes-Benz (MBG.DE) | 2.75% | 1.92% |
| Nu (NU) | 1.65% | 1.84% |
| Vanguard Total International Stock ETF (VXUS) | 2.25% | 1.81% |
| AvalonBay (AVB) | 2.41% | 1.64% |
| SAP (SAP.DE) | 1.47% | 1.51% |
| Costco (COST) | 1.55% | 1.39% |
| AT&T (T.US) | 1.32% | 1.22% |
| Disney (DIS) | 1.66% | 1.19% |
| Rheinmetall (RHM.DE) | 1.14% | 0.73% |
| Novo Nordisk (NOVO-B.CO) | 1.15% | 0.65% |
Cash & Instruments Over Time
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