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Portfolio Diversification
Range
Most Diversified
18 instruments
March 27, 2025
Least Diversified
0 instruments
February 15, 2026
Average
16.6 instruments
Most Consistent Holdings
Top 5
JNJ99.75%
KO99.75%
V99.75%
PINS99.75%
HEN3.DE99.75%
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) | 16.33% | 17.85% | 99.75% | - |
| Visa (V) | 10.54% | 9.99% | 99.75% | - |
 State Street SPDR S&P 500 ETF (SPY) | 9.88% | 10.72% | 99.75% | - |
 Bitcoin (BTC) | 8.85% | 8.82% | 99.75% | - |
 Realty Income (O) | 8.52% | 7.6% | 99.75% | - |
| Coca-Cola (KO) | 8.46% | 8.26% | 99.75% | - |
 Ethereum (ETH) | 5.87% | 4.55% | 99.75% | - |
 Digital Realty (DLR) | 5.36% | 5.76% | 99.75% | - |
 D.R. Horton (DHI) | 5.09% | 4.52% | 99.75% | - |
 Omega Healthcare (OHI) | 3.28% | 3.51% | 99.67% | - |
| Johnson & Johnson (JNJ) | 3.12% | 3.38% | 99.75% | - |
| Henkel (HEN3.DE) | 3.11% | 2.1% | 99.75% | - |
 VICI Properties (VICI) | 2.31% | 1.71% | 99.75% | - |
| Pinterest (PINS) | 2.27% | 1.19% | 99.75% | - |
 Sea (SE) | 1.64% | 1.25% | 99.59% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.42% | 4.88% | 32.86% | - |
 Medical Properties Trust (MPT) | 0.56% | 0.39% | 99.75% | - |
 Enterprise Products (EPD) | 0.33% | 1.17% | 32.78% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.08% | 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% |
| State Street 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 (MPT) | 2.17% | 0.38% |
Cash & Instruments Over Time
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