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Portfolio Diversification
Range
Most Diversified
16 instruments
March 11, 2026
Least Diversified
0 instruments
April 4, 2026
Average
10.4 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
MSFT99.83%
AXP99.83%
MCD99.83%
SBUX99.83%
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) | 31.41% | 0% | 99.83% | 4/15/2026 |
| American Express (AXP) | 23.3% | 0% | 99.83% | 4/15/2026 |
| Microsoft (MSFT) | 17.08% | 0% | 99.83% | 4/15/2026 |
 Eni (ENI.MI) | 6.1% | 0% | 99.83% | 4/15/2026 |
| Starbucks (SBUX) | 5.13% | 0% | 99.83% | 4/15/2026 |
| McDonald's (MCD) | 4.71% | 0% | 99.83% | 4/15/2026 |
 Aon (AON) | 3.83% | 0% | 99.83% | 4/15/2026 |
 Generali (G.MI) | 1.44% | 0% | 39.63% | 4/15/2026 |
 UnitedHealth (UNH) | 1.07% | 0% | 20.4% | 4/15/2026 |
 TSMC (TSM) | 1.04% | 0% | 20.07% | 4/15/2026 |
 Tesla (TSLA) | 0.95% | 0% | 52.64% | 4/15/2026 |
 TRON (TRX) | 0.7% | 0% | 57.35% | 11/24/2024 |
 Caterpillar (CAT) | 0.66% | 0% | 19.98% | 4/15/2026 |
 NextEra (NEE) | 0.53% | 0% | 19.9% | 4/15/2026 |
 BPER Banca (BPE.MI) | 0.47% | 0% | 22.42% | 4/15/2026 |
 Eli Lilly (LLY) | 0.37% | 0% | 13.85% | 4/15/2026 |
 Alibaba (9988.HK) | 0.31% | 0% | 16.2% | 4/15/2026 |
 Cardano (ADA) | 0.18% | 0% | 57.35% | 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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