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Portfolio Diversification
Range
Most Diversified
30 instruments
November 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
BTC99.73%
ETH94.88%
KER.PA85.3%
TIP82.24%
IWM81.97%
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) | 7.26% | 0% | 82.24% | 8/27/2025 |
| Bitcoin (BTC) | 4.92% | 7.92% | 99.73% | - |
| Ethereum (ETH) | 4.69% | 5.76% | 94.88% | - |
 iShares MSCI China ETF (MCHI) | 3.52% | 0% | 77.25% | 6/11/2025 |
 Vanguard Real Estate ETF (VNQ) | 3.04% | 0% | 81.7% | 8/27/2025 |
| Kering (KER.PA) | 3.02% | 0% | 85.3% | 8/18/2025 |
 iShares MSCI India ETF (INDA) | 2.73% | 0% | 70.19% | 8/27/2025 |
 Vanguard FTSE Europe ETF (VGK) | 2.69% | 0% | 74.05% | 4/24/2025 |
 Sony (SONY) | 2.64% | 0% | 72.39% | 2/13/2025 |
 SPDR Gold (GLD) | 2.44% | 0% | 76.51% | 4/3/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 2.38% | 0% | 74.38% | 4/29/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.31% | 0% | 80.04% | 7/23/2025 |
| Ishares Russell 2000 ETF (IWM) | 2.24% | 0% | 81.97% | 8/22/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.11% | 0% | 78.24% | 6/26/2025 |
 S&P Global (SPGI) | 2.06% | 0% | 35.66% | 7/19/2023 |
 Invesco QQQ (QQQ) | 2% | 0% | 76.58% | 6/5/2025 |
 Meta (META) | 1.5% | 0% | 35.2% | 7/14/2023 |
 Microsoft (MSFT) | 1.4% | 0% | 30.14% | 4/28/2023 |
 NVIDIA (NVDA) | 1.15% | 0% | 29.01% | 4/10/2023 |
 United States Oil Fund (USO) | 1.1% | 0% | 81.64% | 8/18/2025 |
 Pershing Square (PSH.L) | 1.05% | 8.08% | 28.61% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.03% | 0% | 36.59% | 8/27/2025 |
 ABF (ABF.L) | 1.02% | 0% | 22.36% | 1/30/2023 |
 Home Depot (HD) | 1% | 0% | 22.02% | 2/1/2023 |
 Berkshire Hathaway (BRK.B) | 0.92% | 8.93% | 27.28% | - |
 Brookfield (BN.US) | 0.79% | 3.8% | 14.57% | - |
 Markel (MKL) | 0.74% | 5.6% | 14.64% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.73% | 0% | 16.5% | 12/11/2025 |
 3i (III.L) | 0.73% | 3.61% | 12.64% | - |
 Progressive (PGR) | 0.67% | 0% | 9.78% | 1/22/2026 |
 Schneider Electric (SU.PA) | 0.64% | 0% | 9.71% | 1/21/2026 |
 Investor AB ser. B (INVEB.ST) | 0.61% | 2.11% | 15.04% | - |
 Sampo (SAMPO.HE) | 0.55% | 0% | 11.11% | 1/22/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.55% | 0% | 13.37% | 12/10/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.54% | 0% | 6.85% | 8/6/2025 |
 Ackermans & Van Haaren (ACKB.BR) | 0.53% | 2.43% | 14.64% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.52% | 0% | 8.25% | 8/6/2025 |
 W. R. Berkley (WRB.US) | 0.52% | 0% | 9.78% | 1/22/2026 |
 Wesfarmers (WES.ASX) | 0.51% | 0% | 10.65% | 1/22/2026 |
 Scottish Mortgage (SMT.L) | 0.46% | 6.98% | 8.58% | - |
 Aker ASA (AKER.OL) | 0.45% | 3.77% | 10.38% | - |
 Fidelity Emerging Markets (FEML.L) | 0.45% | 0% | 9.71% | 8/27/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.41% | 0% | 8.45% | 8/8/2025 |
 Amazon (AMZN) | 0.41% | 0% | 4.99% | 3/22/2022 |
 Exor (EXO.NV) | 0.4% | 2.43% | 14.5% | - |
 RIT Capital (RCP.L) | 0.37% | 6.46% | 6.99% | - |
 Parker-Hannifin (PH) | 0.36% | 0% | 6.79% | 1/21/2026 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.35% | 0% | 31.2% | 1/16/2024 |
 Partners Group (PGHN.ZU) | 0.33% | 4.32% | 8.52% | - |
 SPDR S&P US Energy Select Sector UCITS ETF (ZPDE.DE) | 0.33% | 0% | 8.05% | 8/22/2025 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.33% | 0% | 8.25% | 8/6/2025 |
 WisdomTree Core Physical Gold (WGLD.L) | 0.33% | 6.62% | 6.32% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.33% | 0% | 8.25% | 8/25/2025 |
 RenaissanceRe (RNR) | 0.29% | 0% | 9.78% | 1/21/2026 |
 White Mountains (WTM) | 0.29% | 0% | 7.39% | 1/21/2026 |
 Halma (HLMA.L) | 0.28% | 0% | 6.52% | 1/22/2026 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.27% | 0% | 8.65% | 8/25/2025 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.23% | 4.66% | 6.39% | - |
 Industrivärden ser. A (INDU-A.ST) | 0.23% | 1.68% | 10.25% | - |
 Dover (DOV) | 0.22% | 0% | 6.79% | 1/21/2026 |
 Spotify (SPOT) | 0.21% | 0% | 3.93% | 4/4/2022 |
 Roper (ROP) | 0.21% | 0% | 6.59% | 1/22/2026 |
 AMETEK (AME) | 0.2% | 0% | 6.39% | 1/21/2026 |
 Helvetia (HBAN.ZU) | 0.2% | 0% | 6.85% | 1/22/2026 |
 Alphabet (GOOG) | 0.18% | 0% | 2% | 2/3/2022 |
 Prosus (PRX.NV) | 0.17% | 8.49% | 2.2% | - |
 Talanx (TLX.DE) | 0.16% | 0% | 6.32% | 1/22/2026 |
 Solana (SOL) | 0.16% | 0% | 10.98% | 7/21/2025 |
 Vinci (DG.PA) | 0.16% | 0% | 6.39% | 1/22/2026 |
 Walmart (WMT) | 0.12% | 0% | 1.2% | 1/18/2022 |
 WHSP (SOL.ASX) | 0.11% | 2.93% | 3.26% | - |
 Roche (ROG.ZU) | 0.09% | 0% | 1.6% | 3/8/2022 |
 iShares USD TIPS UCITS ETF (IUST.DE) | 0.09% | 0% | 2.79% | 6/4/2025 |
 McDonald's (MCD) | 0.08% | 0% | 1.4% | 2/11/2022 |
 KKR (KKR) | 0.08% | 4.41% | 1.73% | - |
 Invesco DB Oil Fund (DBO) | 0.07% | 0% | 11.51% | 8/15/2023 |
 UnitedHealth (UNH) | 0.07% | 0% | 1.13% | 2/4/2022 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.07% | 0% | 3.73% | 4/3/2025 |
 Netflix (NFLX) | 0.05% | 0% | 0.8% | 2/2/2022 |
 ARK Innovation UCITS ETF (ARKK.L) | 0.04% | 0% | 0.86% | 8/12/2025 |
 Pantheon International (PIN.L) | 0.04% | 0% | 1.6% | 12/1/2025 |
 Siemens (SIE.DE) | 0.03% | 0% | 0.47% | 2/11/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.01% | 0% | 0.67% | 4/4/2025 |
 Valmont (VMI) | 0.01% | 0% | 0.2% | 10/13/2025 |
 Otter Tail (OTTR) | 0.01% | 0% | 0.2% | 10/13/2025 |
 Trimble (TRMB) | 0.01% | 0% | 0.2% | 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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