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Portfolio Diversification
Range
Most Diversified
33 instruments
September 11, 2026
Least Diversified
0 instruments
February 2, 2025
Average
20.7 instruments
Most Consistent Holdings
Top 5
BTC99.12%
ETH94.82%
KER.PA75.41%
TIP72.71%
IWM72.47%
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 |
|---|---|---|---|---|
| iShares TIPS Bond ETF (TIP) | 6.42% | 0% | 72.71% | 8/27/2025 |
| Bitcoin (BTC) | 4.97% | 5.05% | 99.12% | - |
| Ethereum (ETH) | 4.61% | 4.24% | 94.82% | - |
 iShares MSCI China ETF (MCHI) | 3.11% | 0% | 68.29% | 6/11/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.68% | 0% | 72.24% | 8/27/2025 |
| Kering (KER.PA) | 2.67% | 0% | 75.41% | 8/18/2025 |
 iShares MSCI India ETF (INDA) | 2.41% | 0% | 62.06% | 8/27/2025 |
 Vanguard FTSE Europe ETF (VGK) | 2.38% | 0% | 65.47% | 4/24/2025 |
 Sony (SONY) | 2.34% | 0% | 64% | 2/13/2025 |
 SPDR Gold (GLD) | 2.16% | 0% | 67.65% | 4/3/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 2.1% | 0% | 65.76% | 4/29/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 2.04% | 0% | 70.76% | 7/23/2025 |
| Ishares Russell 2000 ETF (IWM) | 1.98% | 0% | 72.47% | 8/22/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.87% | 0% | 69.18% | 6/26/2025 |
 S&P Global (SPGI) | 1.82% | 0% | 31.53% | 7/19/2023 |
 Invesco QQQ (QQQ) | 1.77% | 0% | 67.71% | 6/5/2025 |
 Berkshire Hathaway (BRK.B) | 1.48% | 4.13% | 35.06% | - |
 Meta (META) | 1.32% | 0% | 31.12% | 7/14/2023 |
 Pershing Square (PSH.L) | 1.3% | 0% | 32.59% | 7/29/2026 |
 Microsoft (MSFT) | 1.28% | 3.95% | 27.82% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 1.21% | 10.15% | 16.53% | - |
 Brookfield (BN.US) | 1.04% | 2.14% | 23.71% | - |
 Markel (MKL) | 1.02% | 1.92% | 23.82% | - |
 NVIDIA (NVDA) | 1.02% | 0% | 25.65% | 4/10/2023 |
 United States Oil Fund (USO) | 0.98% | 0% | 72.18% | 8/18/2025 |
 3i (III.L) | 0.97% | 1.85% | 22.18% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.91% | 0% | 32.35% | 8/27/2025 |
 ABF (ABF.L) | 0.91% | 0% | 19.76% | 1/30/2023 |
 Home Depot (HD) | 0.88% | 0% | 19.47% | 2/1/2023 |
 Investor AB ser. B (INVEB.ST) | 0.85% | 3.41% | 24.24% | - |
 Aker ASA (AKER.OL) | 0.78% | 3.34% | 20.12% | - |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.78% | 5.86% | 16.59% | - |
 Schneider Electric (SU.PA) | 0.74% | 0% | 13.29% | 9/9/2026 |
 Scottish Mortgage (SMT.L) | 0.72% | 0% | 11.76% | 5/29/2026 |
 Ackermans & Van Haaren (ACKB.BR) | 0.71% | 2.06% | 23.88% | - |
 Prosus (PRX.NV) | 0.66% | 2.47% | 12.76% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.64% | 0% | 14.59% | 12/11/2025 |
 Wesfarmers (WES.ASX) | 0.63% | 2.26% | 16.06% | - |
 Partners Group (PGHN.ZU) | 0.61% | 1.55% | 18.47% | - |
 Exor (EXO.NV) | 0.6% | 2.1% | 23.88% | - |
 Progressive (PGR) | 0.59% | 0% | 8.65% | 1/22/2026 |
 RIT Capital (RCP.L) | 0.57% | 0% | 10.18% | 5/29/2026 |
 Sampo (SAMPO.HE) | 0.49% | 0% | 9.82% | 1/22/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.49% | 0% | 11.82% | 12/10/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.48% | 0% | 6.06% | 8/6/2025 |
 Parker-Hannifin (PH) | 0.47% | 0% | 10.71% | 9/8/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.46% | 0% | 7.29% | 8/6/2025 |
 W. R. Berkley (WRB.US) | 0.46% | 0% | 8.65% | 1/22/2026 |
 KKR (KKR) | 0.45% | 2.4% | 12.41% | - |
 Industrivärden ser. A (INDU-A.ST) | 0.42% | 0% | 19.24% | 9/17/2026 |
 Amazon (AMZN) | 0.41% | 3.41% | 5.59% | - |
 WHSP (SOL.ASX) | 0.4% | 2.69% | 13.82% | - |
 Fidelity Emerging Markets (FEML.L) | 0.4% | 0% | 8.59% | 8/27/2025 |
 Roper (ROP) | 0.39% | 2.66% | 12.65% | - |
 Halma (HLMA.L) | 0.38% | 1.7% | 12.59% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.37% | 0% | 7.47% | 8/8/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.31% | 0% | 27.59% | 1/16/2024 |
 SS SPDR S&P U.S. ENERGY SELECT SECTOR UCITS ETF (ZPDE.DE) | 0.29% | 0% | 7.12% | 8/22/2025 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.29% | 0% | 7.29% | 8/6/2025 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.29% | 0% | 7.29% | 8/25/2025 |
 ITOCHU Corp. (8001.T) | 0.26% | 2.93% | 9.18% | - |
 RenaissanceRe (RNR) | 0.26% | 0% | 8.65% | 1/21/2026 |
 White Mountains (WTM) | 0.25% | 0% | 6.53% | 1/21/2026 |
 Mitsubishi Corp. (8058.T) | 0.25% | 2.66% | 8.88% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.24% | 0% | 7.65% | 8/25/2025 |
 Danaher (DHR) | 0.21% | 0% | 5.35% | 9/8/2026 |
 Vinci (DG.PA) | 0.2% | 0% | 8.12% | 9/10/2026 |
 Dover (DOV) | 0.2% | 0% | 6% | 1/21/2026 |
 Spotify (SPOT) | 0.19% | 0% | 3.47% | 4/4/2022 |
 Mitsui & Co. Ltd. (8031.T) | 0.18% | 2.69% | 6.65% | - |
 AMETEK (AME) | 0.17% | 0% | 5.65% | 1/21/2026 |
 Helvetia (HBAN.ZU) | 0.17% | 0% | 6.06% | 1/22/2026 |
 Marubeni Corp. (8002.T) | 0.17% | 2.36% | 6.65% | - |
 Swire Pacific (00019.HK) | 0.16% | 2.58% | 6.65% | - |
 Alphabet (GOOG) | 0.16% | 0% | 1.76% | 2/3/2022 |
 Sumitomo Corp. (8053.T) | 0.15% | 2.32% | 6.65% | - |
 Talanx (TLX.DE) | 0.14% | 0% | 5.59% | 1/22/2026 |
 Solana (SOL) | 0.14% | 0% | 9.71% | 7/21/2025 |
 Siemens (SIE.DE) | 0.12% | 0% | 2.88% | 9/9/2026 |
 Walmart (WMT) | 0.1% | 0% | 1.06% | 1/18/2022 |
 Reliance (RIGD.L) | 0.09% | 0% | 2.24% | 7/28/2026 |
 Macquarie (MQG.ASX) | 0.08% | 2.37% | 3.47% | - |
 Roche (ROP.ZU) | 0.08% | 0% | 1.41% | 3/8/2022 |
 iShares USD TIPS UCITS ETF (IUST.DE) | 0.08% | 0% | 2.47% | 6/4/2025 |
 McDonald's (MCD) | 0.08% | 0% | 1.24% | 2/11/2022 |
 Invesco DB Oil Fund (DBO) | 0.06% | 0% | 10.18% | 8/15/2023 |
 UnitedHealth (UNH) | 0.06% | 0% | 1% | 2/4/2022 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.06% | 0% | 3.29% | 4/3/2025 |
 Alphabet (GOOGL) | 0.05% | 4.17% | 1.12% | - |
 Netflix (NFLX) | 0.04% | 0% | 0.71% | 2/2/2022 |
 ARK Innovation UCITS ETF (ARKK.L) | 0.04% | 0% | 0.76% | 8/12/2025 |
 Pantheon International (PIN.L) | 0.03% | 0% | 1.41% | 12/1/2025 |
 Toyota Tsusho Corp. (8015.T) | 0.03% | 2.44% | 1.06% | - |
 Lifco AB (publ) (LIFCOb.ST) | 0.02% | 2.2% | 1.12% | - |
 Carlyle (CG) | 0.02% | 1.82% | 1.06% | - |
 Lundbergföretagen (LUND-B.ST) | 0.01% | 1.97% | 0.65% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.01% | 0% | 0.59% | 4/4/2025 |
 Valmont (VMI) | 0.01% | 0% | 0.18% | 10/13/2025 |
 Otter Tail (OTTR) | 0.01% | 0% | 0.18% | 10/13/2025 |
 Trimble (TRMB) | 0.01% | 0% | 0.18% | 10/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Progressive (PGR) | 5.47% | 5.17% |
| Parker-Hannifin (PH) | 4.9% | 5.06% |
| Schneider Electric (SU.PA) | 4.66% | 4.85% |
| Aker ASA (AKER.OL) | 4.76% | 4.74% |
| Markel (MKL) | 4.53% | 4.71% |
| White Mountains (WTM) | 4.28% | 4.44% |
| W. R. Berkley (WRB.US) | 4.79% | 4.38% |
| Brookfield (BN.US) | 4.41% | 4.38% |
| Scottish Mortgage (SMT.L) | 3.75% | 4.27% |
| Halma (HLMA.L) | 4.18% | 4.24% |
| RIT Capital (RCP.L) | 3.39% | 3.49% |
| 3i (III.L) | 4.16% | 3.49% |
| WisdomTree Core Physical Gold (WGLD.L) | 3.25% | 3.36% |
| Partners Group (PGHN.ZU) | 3.05% | 3.17% |
| Roper (ROP) | 3.41% | 3.07% |
| Ackermans & Van Haaren (ACKB.BR) | 2.74% | 2.93% |
| AMETEK (AME) | 2.64% | 2.78% |
| Bitcoin (BTC) | 3.35% | 2.76% |
| Helvetia (HBAN.ZU) | 2.65% | 2.73% |
| Dover (DOV) | 2.43% | 2.59% |
| Investor AB ser. B (INVEB.ST) | 2.45% | 2.58% |
| Sampo (SAMPO.HE) | 2.44% | 2.53% |
| Wesfarmers (WES.ASX) | 2.7% | 2.5% |
| Ethereum (ETH) | 3.13% | 2.29% |
| RenaissanceRe (RNR) | 2.1% | 2.28% |
| Talanx (TLX.DE) | 2.2% | 2.28% |
| WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 2.06% | 2.25% |
| Vinci (DG.PA) | 2.2% | 2.22% |
| Industrivärden ser. A (INDU-A.ST) | 1.92% | 2.06% |
| Exor (EXO.NV) | 2% | 1.69% |
Cash & Instruments Over Time
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