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Portfolio Diversification
Range
Most Diversified
21 instruments
July 1, 2026
Least Diversified
0 instruments
April 4, 2026
Average
16.5 instruments
Most Consistent Holdings
Top 5
MSFT99.35%
AMZN99.35%
NVDA99.35%
AMD99.35%
ASML99.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 19.94% | 18.56% | 99.35% | - |
 TSMC (TSM) | 9.33% | 10.94% | 99.35% | - |
| ASML (ASML) | 8.88% | 9.45% | 99.35% | - |
| AMD (AMD) | 7.06% | 10.4% | 99.35% | - |
 American Express (AXP) | 5.87% | 4.45% | 92.12% | - |
 Meta (META) | 5.82% | 4.55% | 99.17% | - |
 Mastercard (MA) | 5.58% | 4.43% | 96.66% | - |
 Visa (V) | 5.3% | 4.47% | 96.76% | - |
 Alphabet (GOOGL) | 4.54% | 4.58% | 99.35% | - |
| Amazon (AMZN) | 3.92% | 3.06% | 99.35% | - |
 Qualcomm (QCOM) | 3.4% | 4.16% | 67.75% | - |
| Microsoft (MSFT) | 2.82% | 2.11% | 99.35% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 2.73% | 5.42% | 54.96% | - |
 Broadcom (AVGO) | 1.26% | 2.09% | 63.86% | - |
 Intel (INTC) | 0.91% | 0.69% | 96.11% | - |
 Realty Income (O) | 0.78% | 0.25% | 94.72% | - |
| 0.56% | 4.63% | 12.7% | - | |
 Apple (AAPL) | 0.47% | 0.92% | 54.12% | - |
 Netflix (NFLX) | 0.46% | 0% | 7.04% | 1/22/2024 |
 RWE (RWE.DE) | 0.45% | 0% | 62% | 10/7/2025 |
 Honeywell International Inc (HON.RTH) | 0.44% | 2.51% | 14.18% | - |
 Honeywell Aerospace Inc (HONA) | 0.2% | 1.85% | 10.47% | - |
 Swiss Re (SREN.ZU) | 0.2% | 0% | 4.45% | 1/22/2024 |
 Adobe (ADBE) | 0.15% | 0% | 4.26% | 1/22/2024 |
 Swiss Life (SLHN.ZU) | 0.13% | 0% | 3.8% | 1/22/2024 |
 Rheinmetall (RHM.DE) | 0.09% | 0% | 2.04% | 12/27/2023 |
 Alibaba (BABA) | 0.06% | 0% | 0.65% | 11/14/2023 |
 Quantinuum (QNT.US) | 0.05% | 0.28% | 12.7% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 13.24% | 20.99% |
| TSMC (TSM) | 7.22% | 10.17% |
| ASML (ASML) | 10.33% | 8.67% |
| American Express (AXP) | 6.33% | 6.73% |
| Meta (META) | 7.14% | 5.99% |
| Alphabet (GOOGL) | 4.2% | 5.73% |
| AMD (AMD) | 6.34% | 5.52% |
| Mastercard (MA) | 6.35% | 5.19% |
| Qualcomm (QCOM) | 7.28% | 5.17% |
| Visa (V) | 5.91% | 4.92% |
| VanEck Vectors Semiconductor ETF (SMH) | 4.52% | 4.73% |
| Amazon (AMZN) | 4.2% | 3.64% |
| Microsoft (MSFT) | 3.16% | 2.49% |
| Broadcom (AVGO) | 2.08% | 2.23% |
| Apple (AAPL) | 1.13% | 0.92% |
| Intel (INTC) | 1.36% | 0.84% |
| Realty Income (O) | 0.45% | 0.31% |
Cash & Instruments Over Time
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