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Portfolio Diversification
Range
Most Diversified
30 instruments
November 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
20.1 instruments
Most Consistent Holdings
Top 5
BTC99.44%
ETH94.86%
KER.PA80.43%
TIP77.54%
IWM77.29%
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) | 6.85% | 0% | 77.54% | 8/27/2025 |
| Bitcoin (BTC) | 5.03% | 0% | 99.44% | 6/14/2026 |
| Ethereum (ETH) | 4.7% | 0% | 94.86% | 6/14/2026 |
 iShares MSCI China ETF (MCHI) | 3.32% | 0% | 72.84% | 6/11/2025 |
 Vanguard Real Estate ETF (VNQ) | 2.86% | 0% | 77.04% | 8/27/2025 |
| Kering (KER.PA) | 2.85% | 0% | 80.43% | 8/18/2025 |
 iShares MSCI India ETF (INDA) | 2.57% | 0% | 66.19% | 8/27/2025 |
 Vanguard FTSE Europe ETF (VGK) | 2.53% | 0% | 69.82% | 4/24/2025 |
 Sony (SONY) | 2.49% | 0% | 68.26% | 2/13/2025 |
 SPDR Gold (GLD) | 2.3% | 0% | 72.15% | 4/3/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 2.24% | 0% | 70.14% | 4/29/2025 |
 State Street SPDR Dow Jones In (DIA.US) | 2.18% | 0% | 75.47% | 7/23/2025 |
| Ishares Russell 2000 ETF (IWM) | 2.11% | 0% | 77.29% | 8/22/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.99% | 0% | 73.78% | 6/26/2025 |
 S&P Global (SPGI) | 1.94% | 0% | 33.63% | 7/19/2023 |
 Invesco QQQ (QQQ) | 1.89% | 0% | 72.21% | 6/5/2025 |
 Meta (META) | 1.41% | 0% | 33.19% | 7/14/2023 |
 Pershing Square (PSH.L) | 1.34% | 0% | 32.25% | 6/14/2026 |
 Microsoft (MSFT) | 1.32% | 0% | 28.42% | 4/28/2023 |
 Berkshire Hathaway (BRK.B) | 1.31% | 0% | 31.12% | 6/14/2026 |
 NVIDIA (NVDA) | 1.08% | 0% | 27.35% | 4/10/2023 |
 United States Oil Fund (USO) | 1.04% | 0% | 76.98% | 8/18/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.97% | 0% | 34.5% | 8/27/2025 |
 ABF (ABF.L) | 0.97% | 0% | 21.08% | 1/30/2023 |
 Brookfield (BN.US) | 0.95% | 0% | 19.01% | 6/14/2026 |
 Markel (MKL) | 0.95% | 0% | 19.13% | 6/14/2026 |
 Home Depot (HD) | 0.94% | 0% | 20.77% | 2/1/2023 |
 3i (III.L) | 0.91% | 0% | 17.38% | 6/14/2026 |
 Scottish Mortgage (SMT.L) | 0.76% | 0% | 12.55% | 5/29/2026 |
 Investor AB ser. B (INVEB.ST) | 0.69% | 0% | 19.57% | 6/14/2026 |
 iShares Physical Gold ETC (PPFB.DE) | 0.69% | 0% | 15.56% | 12/11/2025 |
 Progressive (PGR) | 0.63% | 0% | 9.22% | 1/22/2026 |
 Aker ASA (AKER.OL) | 0.63% | 0% | 15.18% | 6/14/2026 |
 Ackermans & Van Haaren (ACKB.BR) | 0.63% | 0% | 19.2% | 6/14/2026 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.61% | 0% | 11.36% | 6/14/2026 |
 RIT Capital (RCP.L) | 0.61% | 0% | 10.85% | 5/29/2026 |
 Schneider Electric (SU.PA) | 0.6% | 0% | 9.16% | 1/21/2026 |
 Partners Group (PGHN.ZU) | 0.54% | 0% | 13.43% | 6/14/2026 |
 Prosus (PRX.NV) | 0.53% | 0% | 7.34% | 6/14/2026 |
 Sampo (SAMPO.HE) | 0.52% | 0% | 10.48% | 1/22/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.52% | 0% | 12.61% | 12/10/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.51% | 0% | 6.46% | 8/6/2025 |
 Exor (EXO.NV) | 0.5% | 0% | 19.13% | 6/14/2026 |
 Wesfarmers (WES.ASX) | 0.5% | 0% | 10.85% | 6/14/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.49% | 0% | 7.78% | 8/6/2025 |
 W. R. Berkley (WRB.US) | 0.49% | 0% | 9.22% | 1/22/2026 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.44% | 0% | 11.42% | 6/14/2026 |
 Fidelity Emerging Markets (FEML.L) | 0.42% | 0% | 9.16% | 8/27/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.39% | 0% | 7.97% | 8/8/2025 |
 Amazon (AMZN) | 0.39% | 0% | 4.71% | 3/22/2022 |
 Parker-Hannifin (PH) | 0.34% | 0% | 6.4% | 1/21/2026 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.33% | 0% | 29.42% | 1/16/2024 |
 SS SPDR S&P U.S. ENERGY SELECT SECTOR UCITS ETF (ZPDE.DE) | 0.31% | 0% | 7.59% | 8/22/2025 |
 KKR (KKR) | 0.31% | 0% | 6.96% | 6/14/2026 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.31% | 0% | 7.78% | 8/6/2025 |
 Industrivärden ser. A (INDU-A.ST) | 0.31% | 0% | 14.93% | 6/14/2026 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.31% | 0% | 7.78% | 8/25/2025 |
 Halma (HLMA.L) | 0.29% | 0% | 7.15% | 6/14/2026 |
 RenaissanceRe (RNR) | 0.27% | 0% | 9.22% | 1/21/2026 |
 White Mountains (WTM) | 0.27% | 0% | 6.96% | 1/21/2026 |
 WHSP (SOL.ASX) | 0.26% | 0% | 8.47% | 6/14/2026 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.25% | 0% | 8.16% | 8/25/2025 |
 Roper (ROP) | 0.23% | 0% | 7.21% | 6/14/2026 |
 Dover (DOV) | 0.21% | 0% | 6.4% | 1/21/2026 |
 Spotify (SPOT) | 0.2% | 0% | 3.7% | 4/4/2022 |
 AMETEK (AME) | 0.19% | 0% | 6.02% | 1/21/2026 |
 Helvetia (HBAN.ZU) | 0.19% | 0% | 6.46% | 1/22/2026 |
 Alphabet (GOOG) | 0.17% | 0% | 1.88% | 2/3/2022 |
 Talanx (TLX.DE) | 0.15% | 0% | 5.96% | 1/22/2026 |
 Solana (SOL) | 0.15% | 0% | 10.35% | 7/21/2025 |
 Vinci (DG.PA) | 0.15% | 0% | 6.02% | 1/22/2026 |
 Walmart (WMT) | 0.11% | 0% | 1.13% | 1/18/2022 |
 ITOCHU Corp. (8001.T) | 0.11% | 0% | 3.51% | 6/14/2026 |
 Mitsubishi Corp. (8058.T) | 0.1% | 0% | 3.2% | 6/14/2026 |
 Roche (ROP.ZU) | 0.09% | 0% | 1.51% | 3/8/2022 |
 iShares USD TIPS UCITS ETF (IUST.DE) | 0.08% | 0% | 2.63% | 6/4/2025 |
 McDonald's (MCD) | 0.08% | 0% | 1.32% | 2/11/2022 |
 Invesco DB Oil Fund (DBO) | 0.07% | 0% | 10.85% | 8/15/2023 |
 UnitedHealth (UNH) | 0.07% | 0% | 1.07% | 2/4/2022 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.06% | 0% | 3.51% | 4/3/2025 |
 Netflix (NFLX) | 0.05% | 0% | 0.75% | 2/2/2022 |
 ARK Innovation UCITS ETF (ARKK.L) | 0.04% | 0% | 0.82% | 8/12/2025 |
 Pantheon International (PIN.L) | 0.04% | 0% | 1.51% | 12/1/2025 |
 Danaher (DHR) | 0.03% | 0% | 0.69% | 6/14/2026 |
 Siemens (SIE.DE) | 0.03% | 0% | 0.44% | 2/11/2022 |
 Mitsui & Co. Ltd. (8031.T) | 0.02% | 0% | 0.82% | 6/14/2026 |
 Marubeni Corp. (8002.T) | 0.02% | 0% | 0.82% | 6/14/2026 |
 Sumitomo Corp. (8053.T) | 0.02% | 0% | 0.82% | 6/14/2026 |
 Swire Pacific (00019.HK) | 0.02% | 0% | 0.82% | 6/14/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.01% | 0% | 0.63% | 4/4/2025 |
 Valmont (VMI) | 0.01% | 0% | 0.19% | 10/13/2025 |
 Otter Tail (OTTR) | 0.01% | 0% | 0.19% | 10/13/2025 |
 Trimble (TRMB) | 0.01% | 0% | 0.19% | 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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