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Portfolio Diversification
Range
Most Diversified
15 instruments
November 1, 2025
Least Diversified
8 instruments
November 25, 2024
Average
10.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
AXP100%
MCD100%
SBUX100%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 31.62% | 28.96% | 100% | - |
| American Express (AXP) | 23.89% | 13.29% | 100% | - |
| Microsoft (MSFT) | 17.36% | 12.13% | 100% | - |
 Eni (ENI.MI) | 6.09% | 5.46% | 100% | - |
| Starbucks (SBUX) | 5.21% | 3.6% | 100% | - |
| McDonald's (MCD) | 4.77% | 3.71% | 100% | - |
 Aon (AON) | 3.9% | 2.59% | 100% | - |
 Generali (G.MI) | 1.37% | 0% | 38.54% | 3/21/2024 |
 UnitedHealth (UNH) | 0.9% | 4.67% | 16.58% | - |
 TSMC (TSM) | 0.81% | 6.01% | 16.23% | - |
 Tesla (TSLA) | 0.81% | 4.05% | 50.44% | - |
 TRON (TRX) | 0.73% | 0% | 60.23% | 11/24/2024 |
 Caterpillar (CAT) | 0.5% | 4.13% | 16.14% | - |
 NextEra (NEE) | 0.42% | 2.85% | 16.14% | - |
 BPER Banca (BPE.MI) | 0.38% | 2.57% | 18.69% | - |
 Eli Lilly (LLY) | 0.26% | 3.06% | 9.7% | - |
 Alibaba (9988.HK) | 0.22% | 2.74% | 12.17% | - |
 Cardano (ADA) | 0.18% | 0% | 60.23% | 11/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 16.65% | 29.24% |
| Microsoft (MSFT) | 16.27% | 14.54% |
| American Express (AXP) | 10.46% | 14.02% |
| UnitedHealth (UNH) | 7.73% | 5.24% |
| TSMC (TSM) | 6.32% | 4.93% |
| Eni (ENI.MI) | 7.01% | 4.75% |
| Tesla (TSLA) | 5.1% | 4.36% |
| McDonald's (MCD) | 3.57% | 3.41% |
| Starbucks (SBUX) | 4.5% | 3.13% |
| Eli Lilly (LLY) | 4.41% | 3.11% |
| Caterpillar (CAT) | 3.61% | 3.05% |
| Aon (AON) | 3.11% | 2.78% |
| BPER Banca (BPE.MI) | 3.02% | 2.48% |
| NextEra (NEE) | 3.69% | 2.42% |
| Alibaba (9988.HK) | 2.32% | 1.11% |
Cash & Instruments Over Time
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