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Portfolio Diversification
Range
Most Diversified
57 instruments
July 16, 2024
Least Diversified
0 instruments
November 12, 2025
Average
35.4 instruments
Most Consistent Holdings
Top 5
TTE.PA99.5%
AMZN84.96%
MCD84.96%
PFE84.96%
BAC84.88%
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 |
|---|---|---|---|---|
| TotalEnergies (TTE.PA) | 12.1% | 3.12% | 99.5% | - |
| Amazon (AMZN) | 2.79% | 1.64% | 84.96% | - |
| Bank of America (BAC) | 2.55% | 1.36% | 84.88% | - |
| Pfizer (PFE) | 2.54% | 3.23% | 84.96% | - |
 Goldman Sachs (GS) | 2.53% | 1.28% | 83.12% | - |
 Qualcomm (QCOM) | 2.5% | 1.68% | 84.88% | - |
 UPS (UPS) | 2.46% | 4.53% | 76.61% | - |
 Coca-Cola (KO) | 2.23% | 1.58% | 84.88% | - |
 Intel (INTC) | 2.23% | 4.55% | 76.61% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.16% | 2.83% | 54.55% | - |
 Take-Two (TTWO) | 2.13% | 1.71% | 82.62% | - |
| McDonald's (MCD) | 2.12% | 1.16% | 84.96% | - |
 Merck (MRK) | 2.11% | 4.15% | 69.51% | - |
 CVS Health (CVS) | 1.97% | 2.31% | 84.71% | - |
 Lockheed Martin (LMT) | 1.94% | 2.33% | 76.61% | - |
 Realty Income (O) | 1.88% | 3.26% | 69.42% | - |
 AT&T (T) | 1.78% | 1.87% | 76.52% | - |
 Garmin (GRMN) | 1.75% | 1.45% | 76.61% | - |
 Starbucks (SBUX) | 1.75% | 1.58% | 76.61% | - |
 Citi (C) | 1.72% | 1.62% | 76.61% | - |
 Home Depot (HD) | 1.72% | 1.3% | 84.88% | - |
 Siemens (SIE.DE) | 1.66% | 1.4% | 74.69% | - |
 Barrick (B) | 1.64% | 0% | 63.41% | 8/1/2025 |
 Procter & Gamble (PG) | 1.64% | 1.62% | 76.52% | - |
 Ford (F) | 1.59% | 2.13% | 76.61% | - |
 Bitcoin (BTC) | 1.56% | 0% | 42.44% | 7/23/2024 |
 JPMorgan (JPM) | 1.55% | 1.4% | 76.44% | - |
 ABB (ABBN.ZU) | 1.53% | 1.94% | 74.69% | - |
 Nio (NIO) | 1.49% | 0% | 40.1% | 7/23/2024 |
 Verizon (VZ) | 1.49% | 2.5% | 69.51% | - |
 Main Street Capital (MAIN) | 1.45% | 2.65% | 52.72% | - |
 Walmart (WMT) | 1.4% | 1.47% | 69.42% | - |
 Volkswagen (VOW3.DE) | 1.38% | 2.22% | 74.69% | - |
 AMD (AMD) | 1.37% | 3.23% | 54.55% | - |
 Pembina (PBA) | 1.35% | 2.82% | 52.72% | - |
 NVIDIA (NVDA) | 1.26% | 2.07% | 56.98% | - |
 Intuit (INTU) | 1.25% | 3.43% | 69.34% | - |
 Broadcom (AVGO) | 1.14% | 1.44% | 57.23% | - |
 Invesco QQQ (QQQ) | 1.12% | 1.74% | 38.93% | - |
 Visa (V) | 1.01% | 1.23% | 57.31% | - |
 BlackRock (BLK) | 0.99% | 1.14% | 53.22% | - |
 Alphabet (GOOG) | 0.98% | 1.71% | 52.46% | - |
 Ethereum (ETH) | 0.95% | 0% | 40.18% | 7/23/2024 |
 Apple (AAPL) | 0.94% | 1.61% | 54.55% | - |
 Nintendo (NTDOY) | 0.87% | 0% | 46.37% | 5/12/2025 |
 Tencent (0700.HK) | 0.82% | 1.18% | 57.31% | - |
 howtogetref | 0.77% | 0% | 6.18% | 2/18/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.67% | 0% | 11.11% | 12/6/2024 |
 Hedera Hashgraph (HBAR) | 0.66% | 0% | 9.61% | 7/6/2023 |
 Alibaba Health (00241.HK) | 0.65% | 0% | 4.26% | 2/22/2023 |
 Cronos (CRO) | 0.63% | 0% | 17.54% | 7/26/2024 |
 Unilever (ULVR.L) | 0.56% | 2.14% | 26.9% | - |
 Vinci (DG.PA) | 0.54% | 1.84% | 28.74% | - |
 iShares Core High Dividend ETF (HDV) | 0.53% | 1.29% | 32.92% | - |
 PepsiCo (PEP) | 0.52% | 1.93% | 25.4% | - |
 Xiaomi (1810.HK) | 0.51% | 0% | 25.06% | 5/12/2025 |
 Atos (ATO.PA) | 0.47% | 0% | 12.2% | 5/28/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 0.44% | 0% | 11.11% | 12/6/2024 |
 HTG Molecular Diagnostics Inc (HTGMQ) | 0.43% | 0% | 22.22% | 12/20/2023 |
 HP (HPQ) | 0.43% | 3.58% | 21.97% | - |
 Jaguar Health (JAGX) | 0.37% | 0% | 8.6% | 7/6/2023 |
 Legrand (LR.PA) | 0.3% | 1.32% | 22.47% | - |
 Johnson & Johnson (JNJ) | 0.19% | 0% | 2.34% | 1/30/2023 |
 USD/CHF (USDCHF) | 0.11% | 0% | 0.5% | 6/15/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.06% | 0% | 8.86% | 7/26/2024 |
 Solana (SOL) | 0.05% | 0% | 4.76% | 7/23/2024 |
 EUR/USD (EURUSD) | 0.04% | 0% | 0.25% | 2/6/2023 |
 Polkadot (DOT) | 0.02% | 0% | 5.01% | 7/26/2024 |
 Helium (HNT) | 0.02% | 0% | 4.68% | 7/23/2024 |
 Dogecoin (DOGE) | 0.02% | 0% | 8.86% | 7/26/2024 |
 Synthetix (SNX) | 0.02% | 0% | 8.86% | 7/26/2024 |
 Biconomy (BICO) | 0.02% | 0% | 8.86% | 7/26/2024 |
 Gala V2 (GALA) | 0.02% | 0% | 8.86% | 7/26/2024 |
 dYdX (DYDX) | 0.02% | 0% | 8.86% | 7/26/2024 |
 Jasmy (JASMY) | 0.01% | 0% | 4.68% | 7/23/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.09% | 10.94% | - |
 IoTex (IOTX) | 0.01% | 0% | 4.93% | 7/26/2024 |
 Starknet (STRK) | 0.01% | 0% | 4.93% | 7/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UPS (UPS) | 6.3% | 5.48% |
| Merck (MRK) | 4.64% | 5.18% |
| Intel (INTC) | 2.89% | 4.36% |
| Main Street Capital (MAIN) | 3.46% | 3.32% |
| Pfizer (PFE) | 3.71% | 3.29% |
| Realty Income (O) | 3.61% | 3.22% |
| TotalEnergies (TTE.PA) | 3.48% | 3.16% |
| State Street SPDR S&P 500 ETF (SPY) | 2.79% | 3.05% |
| Pembina (PBA) | 3.19% | 2.83% |
| AMD (AMD) | 1.67% | 2.7% |
| CVS Health (CVS) | 2.41% | 2.66% |
| Lockheed Martin (LMT) | 2.31% | 2.22% |
| Volkswagen (VOW3.DE) | 2.34% | 2.18% |
| NVIDIA (NVDA) | 1.77% | 2.15% |
| Ford (F) | 1.94% | 2.07% |
| Unilever (ULVR.L) | 2.48% | 2.06% |
| PepsiCo (PEP) | 2.12% | 2.01% |
| Invesco QQQ (QQQ) | 1.77% | 1.84% |
| Vinci (DG.PA) | 2.19% | 1.84% |
| Apple (AAPL) | 1.63% | 1.84% |
| Procter & Gamble (PG) | 2.25% | 1.82% |
| Alphabet (GOOG) | 1.06% | 1.8% |
| Verizon (VZ) | 2.13% | 1.79% |
| Qualcomm (QCOM) | 1.79% | 1.77% |
| Take-Two (TTWO) | 1.77% | 1.76% |
| ABB (ABBN.ZU) | 1.49% | 1.72% |
| AT&T (T) | 2.13% | 1.71% |
| Amazon (AMZN) | 1.7% | 1.68% |
| HP (HPQ) | 2.14% | 1.67% |
| Coca-Cola (KO) | 1.85% | 1.65% |
| Intuit (INTU) | 1.82% | 1.62% |
| JPMorgan (JPM) | 1.56% | 1.61% |
| Citi (C) | 1.17% | 1.6% |
| Bank of America (BAC) | 1.42% | 1.56% |
| Siemens (SIE.DE) | 1.6% | 1.55% |
| Visa (V) | 1.78% | 1.55% |
| Tencent (0700.HK) | 1.38% | 1.52% |
| Starbucks (SBUX) | 1.74% | 1.52% |
| Home Depot (HD) | 1.82% | 1.45% |
| Walmart (WMT) | 1.42% | 1.42% |
| Broadcom (AVGO) | 1.06% | 1.38% |
| Goldman Sachs (GS) | 1.06% | 1.36% |
| iShares Core High Dividend ETF (HDV) | 1.45% | 1.32% |
| McDonald's (MCD) | 1.49% | 1.32% |
| BlackRock (BLK) | 1.35% | 1.31% |
| Legrand (LR.PA) | 1.42% | 1.27% |
| Garmin (GRMN) | 1.36% | 1.26% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.11% |
Cash & Instruments Over Time
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