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Portfolio Diversification
Range
Most Diversified
43 instruments
January 27, 2026
Least Diversified
0 instruments
March 20, 2023
Average
30 instruments
Most Consistent Holdings
Top 5
AAPL99.14%
AXP99.14%
BAC99.14%
CVX.US99.14%
KO99.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 20, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 22% | 9.15% | 99.14% | - |
 State Street SPDR S&P 500 ETF (SPY) | 16.44% | 10.46% | 79.71% | - |
 Alphabet (GOOG) | 7.18% | 8.65% | 75.26% | - |
| American Express (AXP) | 5.88% | 4.3% | 99.14% | - |
| Bank of America (BAC) | 5.87% | 3.59% | 99.14% | - |
| Coca-Cola (KO) | 4.76% | 3.54% | 99.14% | - |
 Novo-Nordisk (NVO) | 4.25% | 4.05% | 47.69% | - |
| Chevron (CVX.US) | 3.63% | 1.98% | 99.14% | - |
 Microsoft (MSFT) | 3.34% | 3.94% | 49.4% | - |
 Kraft Heinz (KHC) | 1.86% | 0.71% | 99.14% | - |
 Occidental (OXY) | 1.77% | 1.44% | 74.23% | - |
 Moody's (MCO) | 1.71% | 1.08% | 99.14% | - |
 Take-Two (TTWO) | 1.65% | 0% | 75% | 6/5/2026 |
 Boeing (BA) | 1.37% | 0% | 51.11% | 9/2/2025 |
 Netflix (NFLX) | 0.9% | 3.89% | 17.72% | - |
 iShares MSCI India ETF (INDA) | 0.82% | 0.45% | 79.71% | - |
 NVIDIA (NVDA) | 0.74% | 0.97% | 55.99% | - |
 DaVita (DVA) | 0.66% | 0.2% | 88.36% | - |
 Chubb (CB) | 0.56% | 0.87% | 47.6% | - |
 Citi (C) | 0.56% | 0.64% | 99.14% | - |
 Kroger (KR) | 0.46% | 0.32% | 99.06% | - |
 Visa (V) | 0.42% | 0.24% | 99.14% | - |
 Verisign (VRSN) | 0.38% | 0.1% | 88.36% | - |
 Archer Aviation (ACHR) | 0.34% | 2.61% | 11.04% | - |
 Inflection Point (USAR) | 0.29% | 0% | 11.22% | 6/5/2026 |
 Amazon (AMZN) | 0.28% | 0.23% | 59.42% | - |
 Mastercard (MA) | 0.28% | 0.14% | 88.01% | - |
 SPDR Gold (GLD) | 0.26% | 0% | 2.31% | 12/28/2023 |
 HP (HPQ) | 0.26% | 0% | 40.75% | 11/21/2024 |
 United States Antimony Corporation (UAMY) | 0.26% | 1.82% | 11.56% | - |
 Viasat (VSAT) | 0.24% | 0% | 32.96% | 1/5/2026 |
 Energy Transfer (ET) | 0.24% | 0% | 22.77% | 6/5/2026 |
 GM (GM) | 0.23% | 0% | 51.46% | 11/21/2024 |
 Aon (AON) | 0.21% | 0.13% | 88.36% | - |
 BYD (01211.HK) | 0.19% | 0% | 38.7% | 10/28/2024 |
 Tactile Systems (TCMD) | 0.18% | 0% | 36.64% | 2/11/2026 |
 On (ONON) | 0.18% | 0.7% | 19.18% | - |
 Activision Blizzard, Inc. (ATVI) | 0.17% | 0% | 10.79% | 7/27/2023 |
 Sirius XM (SIRI) | 0.16% | 0.25% | 47.6% | - |
 Mitsubishi UFJ (MUFG) | 0.15% | 0% | 3.68% | 9/15/2023 |
 Charter (CHTR) | 0.15% | 0.03% | 88.36% | - |
 American Battery Technology (ABAT) | 0.14% | 1.1% | 11.47% | - |
 Immunome (IMNM) | 0.14% | 0% | 36.64% | 2/11/2026 |
 Sumitomo Mitsui (SMFG) | 0.13% | 0% | 40.75% | 11/21/2024 |
 Liberty SiriusXM (LSXMK) | 0.12% | 0% | 10.7% | 7/27/2023 |
 Liberty Media (LSXMA) | 0.12% | 0% | 10.7% | 7/27/2023 |
 Capital One (COF) | 0.11% | 0% | 47.09% | 6/5/2026 |
 Paramount (PSKY) | 0.11% | 0% | 18.15% | 10/26/2023 |
 Nu (NU) | 0.09% | 0.11% | 47.6% | - |
 Ally (ALLY) | 0.07% | 0.11% | 47.43% | - |
 T-Mobile (TMUS) | 0.07% | 0% | 47.09% | 6/5/2026 |
 Lexington Realty (LXP) | 0.05% | 0.08% | 47.6% | - |
 Liberty Formula One (FWONK) | 0.05% | 0.06% | 47.6% | - |
 Liberty Media (LLYVK) | 0.04% | 0.06% | 47.6% | - |
 Domino's (DPZ) | 0.03% | 0.03% | 47.6% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.02% | 0% | 0.17% | 3/22/2023 |
 UniCredit (UCG.MI) | 0.02% | 0% | 0.17% | 3/22/2023 |
 Telecom Italia (TIT.MI) | 0.01% | 0% | 0.17% | 3/15/2024 |
 HSBC (HSBC) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Allianz (ALV.DE) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Credit Agricole (ACA.PA) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Banco Santander (SAN) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Swiss Re (SREN.ZU) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Barclays (BARC.L) | 0.01% | 0% | 0.17% | 3/22/2023 |
 BPER Banca (BPE.MI) | 0.01% | 0% | 0.17% | 3/22/2023 |
 AXA (CS.PA) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Deutsche Bank (DBK.DE) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Caixabank (CABK.MC) | 0.01% | 0% | 0.17% | 3/22/2023 |
 Julius Baer (BAER.ZU) | 0.01% | 0% | 0.17% | 3/22/2023 |
 SoundHound (SOUN) | 0% | 0% | 1.28% | 12/6/2024 |
 Bitcoin (BTC) | 0% | 0% | 0.09% | 3/22/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.09% | 3/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 15.9% | 18.38% |
| Apple (AAPL) | 9.58% | 11.54% |
| Alphabet (GOOG) | 6.71% | 10.59% |
| American Express (AXP) | 5.77% | 7.32% |
| Novo-Nordisk (NVO) | 14.62% | 6.86% |
| Microsoft (MSFT) | 6.42% | 6.53% |
| Netflix (NFLX) | 8.53% | 6.32% |
| Bank of America (BAC) | 4.31% | 5.23% |
| Coca-Cola (KO) | 4.59% | 4.44% |
| Chevron (CVX.US) | 2.8% | 2.29% |
| Moody's (MCO) | 1.71% | 1.74% |
| Take-Two (TTWO) | 1.25% | 1.73% |
| Occidental (OXY) | 2.26% | 1.48% |
| Kraft Heinz (KHC) | 1.95% | 1.26% |
| NVIDIA (NVDA) | 0.91% | 1.26% |
| On (ONON) | 1.34% | 1.25% |
| Chubb (CB) | 1.25% | 1.19% |
| Viasat (VSAT) | 0.36% | 1.16% |
| Energy Transfer (ET) | 1.38% | 1.11% |
| Citi (C) | 0.51% | 0.8% |
| Tactile Systems (TCMD) | 0.57% | 0.78% |
| iShares MSCI India ETF (INDA) | 0.78% | 0.73% |
| DaVita (DVA) | 0.87% | 0.59% |
| Immunome (IMNM) | 0.41% | 0.58% |
| Kroger (KR) | 0.47% | 0.45% |
| Verisign (VRSN) | 0.39% | 0.43% |
| Visa (V) | 0.35% | 0.38% |
| Mastercard (MA) | 0.31% | 0.32% |
| Amazon (AMZN) | 0.31% | 0.31% |
| Sirius XM (SIRI) | 0.39% | 0.27% |
| Capital One (COF) | 0.23% | 0.27% |
| Nu (NU) | 0.19% | 0.21% |
| Aon (AON) | 0.23% | 0.2% |
| Ally (ALLY) | 0.16% | 0.17% |
| T-Mobile (TMUS) | 0.16% | 0.12% |
| Lexington Realty (LXP) | 0.12% | 0.11% |
| Liberty Formula One (FWONK) | 0.09% | 0.09% |
| Liberty Media (LLYVK) | 0.08% | 0.08% |
| Charter (CHTR) | 0.16% | 0.07% |
| Domino's (DPZ) | 0.08% | 0.06% |
Cash & Instruments Over Time
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