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Portfolio Diversification
Range
Most Diversified
18 instruments
March 27, 2025
Least Diversified
14 instruments
November 17, 2025
Average
16.6 instruments
Most Consistent Holdings
Top 5
JNJ100%
KO100%
V100%
PINS100%
HEN3.DE100%
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 |
|---|---|---|---|---|
 Simon (SPG) | 16.24% | 17.07% | 100% | - |
| Visa (V) | 10.64% | 9.93% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 9.86% | 10.52% | 100% | - |
 Bitcoin (BTC) | 8.9% | 9.93% | 100% | - |
 Realty Income (O) | 8.59% | 7.35% | 100% | - |
| Coca-Cola (KO) | 8.49% | 7.8% | 100% | - |
 Ethereum (ETH) | 6% | 5.75% | 100% | - |
 Digital Realty (DLR) | 5.36% | 5.04% | 100% | - |
 D.R. Horton (DHI) | 5.14% | 4.54% | 100% | - |
 Omega Healthcare (OHI) | 3.26% | 3.29% | 99.91% | - |
| Henkel (HEN3.DE) | 3.16% | 2.5% | 100% | - |
| Johnson & Johnson (JNJ) | 3.09% | 3.45% | 100% | - |
| Pinterest (PINS) | 2.37% | 1.35% | 100% | - |
 VICI Properties (VICI) | 2.36% | 1.69% | 100% | - |
 Sea (SE) | 1.66% | 1.85% | 99.91% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.18% | 4.63% | 27.71% | - |
 Medical Properties Trust (MPW) | 0.58% | 0.38% | 100% | - |
 Enterprise Products (EPD) | 0.27% | 1.03% | 27.71% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.09% | 8/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Simon (SPG) | 11.14% | 16.96% |
| Visa (V) | 8.01% | 10.71% |
| SPDR S&P 500 ETF (SPY) | 6.97% | 10.41% |
| Bitcoin (BTC) | 7.02% | 10.35% |
| Coca-Cola (KO) | 7.01% | 7.47% |
| Realty Income (O) | 10.65% | 6.9% |
| Ethereum (ETH) | 6.37% | 6.09% |
| Digital Realty (DLR) | 6.06% | 4.73% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 5.07% | 4.64% |
| D.R. Horton (DHI) | 3.85% | 4.4% |
| Omega Healthcare (OHI) | 3.27% | 3.38% |
| Johnson & Johnson (JNJ) | 2.9% | 3.16% |
| Henkel (HEN3.DE) | 3.53% | 2.4% |
| Sea (SE) | 4.2% | 1.95% |
| VICI Properties (VICI) | 2.52% | 1.72% |
| Pinterest (PINS) | 5.33% | 1.58% |
| Enterprise Products (EPD) | 1.43% | 0.98% |
| Medical Properties Trust (MPW) | 2.17% | 0.38% |
Cash & Instruments Over Time
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