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Portfolio Diversification
Range
Most Diversified
93 instruments
October 24, 2025
Least Diversified
0 instruments
November 18, 2025
Average
85.4 instruments
Most Consistent Holdings
Top 5
UBSG.ZU98.78%
KO98.48%
MO98.48%
SPY98.48%
AAPL98.33%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Gold (GLD) | 5.76% | 0% | 48.18% | 9/20/2026 |
 Micron (MU) | 4% | 0% | 98.33% | 9/20/2026 |
 iShares Global REIT ETF (REET) | 3.26% | 0% | 98.33% | 9/20/2026 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 3.15% | 0% | 98.33% | 9/20/2026 |
 Broadcom (AVGO) | 2.74% | 0% | 98.33% | 9/20/2026 |
 AMD (AMD) | 2.43% | 0% | 98.33% | 9/20/2026 |
 Games Workshop (GAW.L) | 2.1% | 0% | 98.18% | 9/20/2026 |
 Intel (INTC) | 2.05% | 0% | 96.81% | 9/20/2026 |
 iShares Core High Dividend ETF (HDV) | 1.94% | 0% | 98.33% | 9/20/2026 |
 Vanguard Dividend Appreciation ETF (VIG) | 1.94% | 0% | 98.33% | 9/20/2026 |
 Verizon (VZ) | 1.88% | 0% | 98.33% | 9/20/2026 |
 McDonald's (MCD) | 1.87% | 0% | 98.33% | 9/20/2026 |
 NVIDIA (NVDA) | 1.81% | 0% | 98.33% | 9/20/2026 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.79% | 0% | 98.33% | 9/20/2026 |
 Snowflake (SNOW) | 1.79% | 0% | 98.33% | 9/20/2026 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.79% | 0% | 98.33% | 9/20/2026 |
 Rheinmetall (RHM.DE) | 1.77% | 0% | 98.18% | 9/20/2026 |
 Johnson & Johnson (JNJ) | 1.76% | 0% | 98.33% | 9/20/2026 |
 Novartis (NVS) | 1.7% | 0% | 98.33% | 9/20/2026 |
| Apple (AAPL) | 1.66% | 0% | 98.33% | 9/20/2026 |
 AstraZeneca (AZN) | 1.64% | 0% | 98.33% | 9/20/2026 |
 AbbVie (ABBV) | 1.64% | 0% | 98.33% | 9/20/2026 |
 Microsoft (MSFT) | 1.63% | 0% | 98.33% | 9/20/2026 |
 Palantir (PLTR) | 1.57% | 0% | 79.33% | 9/20/2026 |
 Eli Lilly (LLY) | 1.51% | 0% | 98.33% | 9/20/2026 |
 Supermicro (SMCI) | 1.47% | 0% | 98.33% | 9/20/2026 |
 Leonardo (LDO.MI) | 1.47% | 0% | 98.18% | 9/20/2026 |
 Rolls-Royce (RR.L) | 1.41% | 0% | 98.18% | 9/20/2026 |
 Merck (MRK) | 1.33% | 0% | 97.87% | 9/20/2026 |
| UBS (UBSG.ZU) | 1.31% | 0% | 98.78% | 9/20/2026 |
 Bristol-Myers Squibb (BMY) | 1.28% | 0% | 98.33% | 9/20/2026 |
 BAE Systems (BA.L) | 1.16% | 0% | 98.18% | 9/20/2026 |
 IBM (IBM) | 1.14% | 0% | 96.66% | 9/20/2026 |
 Amundi MSCI Greece UCITS ETF (LYXGRE.DE) | 1.13% | 0% | 87.69% | 9/20/2026 |
 D-Wave (QBTS) | 1.12% | 0% | 48.63% | 11/7/2025 |
 Raytheon (RTX) | 1.09% | 0% | 98.33% | 9/20/2026 |
 Alphabet (GOOG) | 1.05% | 0% | 98.33% | 9/20/2026 |
 iShares US Aerospace & Defense ETF (ITA) | 1.02% | 0% | 98.33% | 9/20/2026 |
 Space Exploration Technologies Corp (SPCX) | 0.98% | 0% | 14.29% | 9/20/2026 |
 Rigetti (RGTI) | 0.97% | 0% | 48.63% | 11/7/2025 |
 Goldman Sachs (GS) | 0.94% | 0% | 98.33% | 9/20/2026 |
 General Dynamics (GD) | 0.91% | 0% | 98.33% | 9/20/2026 |
 Bloom Energy (BE) | 0.9% | 0% | 95.59% | 9/20/2026 |
 TSMC (TSM) | 0.9% | 0% | 84.95% | 9/20/2026 |
 Spotify (SPOT) | 0.89% | 0% | 88.6% | 9/20/2026 |
 JPMorgan (JPM) | 0.88% | 0% | 98.33% | 9/20/2026 |
 Invesco QQQ (QQQ) | 0.82% | 0% | 98.33% | 9/20/2026 |
| State Street SPDR S&P 500 ETF (SPY) | 0.79% | 0% | 98.48% | 9/20/2026 |
 Berkshire Hathaway (BRK.B) | 0.78% | 0% | 98.33% | 9/20/2026 |
 Lockheed Martin (LMT) | 0.78% | 0% | 98.33% | 9/20/2026 |
 Meta (META) | 0.78% | 0% | 97.87% | 9/20/2026 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.78% | 0% | 97.87% | 9/20/2026 |
 State Street SPDR Dow Jones In (DIA.US) | 0.77% | 0% | 98.33% | 9/20/2026 |
 Amazon (AMZN) | 0.76% | 0% | 98.33% | 9/20/2026 |
 Axon (AXON) | 0.74% | 0% | 96.66% | 9/20/2026 |
 BlackRock (BLK) | 0.74% | 0% | 98.33% | 9/20/2026 |
 Tesla (TSLA) | 0.74% | 0% | 98.33% | 9/20/2026 |
 Ionq (IONQ) | 0.67% | 0% | 49.54% | 11/7/2025 |
| Altria (MO) | 0.58% | 0% | 98.48% | 9/20/2026 |
 3M (MMM) | 0.49% | 0% | 98.33% | 9/20/2026 |
| Coca-Cola (KO) | 0.48% | 0% | 98.48% | 9/20/2026 |
 Franklin Resources (BEN) | 0.46% | 0% | 98.33% | 9/20/2026 |
 Chevron (CVX.US) | 0.43% | 0% | 98.33% | 9/20/2026 |
 Genuine Parts (GPC) | 0.42% | 0% | 98.33% | 9/20/2026 |
 Cincinnati Financial (CINF) | 0.42% | 0% | 98.33% | 9/20/2026 |
 Universal Corp (UVV) | 0.41% | 0% | 98.33% | 9/20/2026 |
 ITW (ITW) | 0.4% | 0% | 98.33% | 9/20/2026 |
 Colgate (CL) | 0.39% | 0% | 98.33% | 9/20/2026 |
 Federal Realty (FRT) | 0.39% | 0% | 98.33% | 9/20/2026 |
 Procter & Gamble (PG) | 0.38% | 0% | 97.72% | 9/20/2026 |
 Netflix (NFLX) | 0.38% | 0% | 88.6% | 9/20/2026 |
 Lowe's (LOW) | 0.37% | 0% | 98.33% | 9/20/2026 |
 Amcor (AMCR) | 0.36% | 0% | 98.33% | 9/20/2026 |
 T. Rowe Price (TROW) | 0.36% | 0% | 98.33% | 9/20/2026 |
 Hormel (HRL) | 0.35% | 0% | 98.33% | 9/20/2026 |
 Air Liquide (AI.PA) | 0.26% | 0% | 95.44% | 9/20/2026 |
 Aon (AON) | 0.25% | 0% | 76.44% | 9/20/2026 |
 Linde (LIN) | 0.25% | 0% | 95.44% | 9/20/2026 |
 Toyota (TM) | 0.24% | 0% | 95.59% | 9/20/2026 |
 Honda (HMC) | 0.24% | 0% | 95.59% | 9/20/2026 |
 BMW (BMW.DE) | 0.23% | 0% | 95.59% | 9/20/2026 |
 Air Products (APD) | 0.22% | 0% | 95.59% | 9/20/2026 |
 Crowdstrike (CRWD) | 0.21% | 0% | 86.63% | 9/20/2026 |
 Shopify (SHOP) | 0.19% | 0% | 86.63% | 9/20/2026 |
 Kroger (KR) | 0.19% | 0% | 86.47% | 9/20/2026 |
 Plug Power (PLUG) | 0.18% | 0% | 95.59% | 9/20/2026 |
 Gold (Non Expiry) (GOLD) | 0.14% | 0% | 2.13% | 10/31/2025 |
 Hyzon Motors (HYZN) | 0.12% | 0% | 95.59% | 9/20/2026 |
 Nel (NEL.OL) | 0.11% | 0% | 91.03% | 9/20/2026 |
 Aurora Cannabis (ACB) | 0.08% | 0% | 68.39% | 9/20/2026 |
 Safran (SAF.PA) | 0.07% | 0% | 41.03% | 9/20/2026 |
 eToro Group LTD (ETOR) | 0.05% | 0% | 68.84% | 9/20/2026 |
 Quantum Computing Inc (QUBT) | 0.04% | 0% | 2.28% | 11/7/2025 |
 Unitree Robotics 24/7 (UNITREE.24-7) | 0.03% | 0% | 2.43% | 9/20/2026 |
 AeroVironment (AVAV) | 0.02% | 0% | 50.3% | 9/20/2026 |
 Hyliion (HYLN) | 0.02% | 0% | 11.25% | 9/20/2026 |
 iRobot (IRBTQ) | 0.01% | 0% | 23.4% | 12/23/2025 |
 Nikola (NKLAQ) | 0.01% | 0% | 29.03% | 8/21/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 15.95% | 14.25% |
| Micron (MU) | 1.8% | 4.22% |
| Broadcom (AVGO) | 1.81% | 3% |
| iShares Global REIT ETF (REET) | 3.65% | 2.97% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 3.64% | 2.81% |
| AMD (AMD) | 1.8% | 2.29% |
| Games Workshop (GAW.L) | 2.06% | 2.28% |
| NVIDIA (NVDA) | 1.8% | 1.93% |
| Rheinmetall (RHM.DE) | 0.9% | 1.89% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.07% | 1.86% |
| Snowflake (SNOW) | 1.8% | 1.8% |
| Johnson & Johnson (JNJ) | 1.55% | 1.79% |
| iShares Core High Dividend ETF (HDV) | 2.08% | 1.77% |
| McDonald's (MCD) | 2.06% | 1.77% |
| AstraZeneca (AZN) | 1.55% | 1.75% |
| Novartis (NVS) | 1.55% | 1.73% |
| Intel (INTC) | 1.12% | 1.69% |
| Eli Lilly (LLY) | 1.55% | 1.68% |
| AbbVie (ABBV) | 1.55% | 1.68% |
| Apple (AAPL) | 1.8% | 1.68% |
| Microsoft (MSFT) | 1.8% | 1.65% |
| Verizon (VZ) | 2.06% | 1.65% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.07% | 1.63% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.08% | 1.62% |
| Rolls-Royce (RR.L) | 0.9% | 1.51% |
| Leonardo (LDO.MI) | 0.9% | 1.45% |
| Merck (MRK) | 1.55% | 1.32% |
| IBM (IBM) | 1.15% | 1.25% |
| Alphabet (GOOG) | 0.83% | 1.24% |
| Bristol-Myers Squibb (BMY) | 1.55% | 1.18% |
| Raytheon (RTX) | 0.9% | 1.17% |
| Amundi MSCI Greece UCITS ETF (LYXGRE.DE) | 1.02% | 1.12% |
| TSMC (TSM) | 0.73% | 1.07% |
| Supermicro (SMCI) | 1.8% | 1.07% |
| BAE Systems (BA.L) | 0.9% | 1.05% |
| iShares US Aerospace & Defense ETF (ITA) | 0.9% | 1.05% |
| Goldman Sachs (GS) | 0.83% | 1.02% |
| UBS (UBSG.ZU) | 0.86% | 0.94% |
| Spotify (SPOT) | 1.21% | 0.94% |
| General Dynamics (GD) | 0.9% | 0.92% |
| JPMorgan (JPM) | 0.83% | 0.91% |
| Tesla (TSLA) | 0.83% | 0.84% |
| Invesco QQQ (QQQ) | 0.83% | 0.81% |
| Bloom Energy (BE) | 0.26% | 0.79% |
| State Street SPDR S&P 500 ETF (SPY) | 0.83% | 0.78% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 0.83% | 0.77% |
| Meta (META) | 0.83% | 0.75% |
| State Street SPDR Dow Jones In (DIA.US) | 0.83% | 0.74% |
| Berkshire Hathaway (BRK.B) | 0.83% | 0.74% |
| Amazon (AMZN) | 0.83% | 0.72% |
| BlackRock (BLK) | 0.83% | 0.71% |
| Lockheed Martin (LMT) | 0.9% | 0.71% |
| Axon (AXON) | 0.9% | 0.67% |
| Altria (MO) | 0.76% | 0.61% |
| 3M (MMM) | 0.47% | 0.48% |
| Coca-Cola (KO) | 0.47% | 0.44% |
| Franklin Resources (BEN) | 0.47% | 0.42% |
| Cincinnati Financial (CINF) | 0.47% | 0.41% |
| Genuine Parts (GPC) | 0.47% | 0.39% |
| Chevron (CVX.US) | 0.47% | 0.38% |
| Universal Corp (UVV) | 0.47% | 0.37% |
| Netflix (NFLX) | 0.49% | 0.37% |
| ITW (ITW) | 0.47% | 0.36% |
| Lowe's (LOW) | 0.47% | 0.35% |
| Federal Realty (FRT) | 0.47% | 0.35% |
| Aon (AON) | 0.39% | 0.34% |
| T. Rowe Price (TROW) | 0.48% | 0.33% |
| Colgate (CL) | 0.47% | 0.33% |
| Procter & Gamble (PG) | 0.47% | 0.32% |
| Amcor (AMCR) | 0.45% | 0.31% |
| Hormel (HRL) | 0.47% | 0.29% |
| Shopify (SHOP) | 0.24% | 0.27% |
| BMW (BMW.DE) | 0.26% | 0.27% |
| Toyota (TM) | 0.26% | 0.26% |
| Air Liquide (AI.PA) | 0.26% | 0.23% |
| Honda (HMC) | 0.26% | 0.23% |
| Crowdstrike (CRWD) | 0.24% | 0.22% |
| Linde (LIN) | 0.26% | 0.22% |
| Air Products (APD) | 0.26% | 0.19% |
| Safran (SAF.PA) | 0.22% | 0.19% |
| Kroger (KR) | 0.24% | 0.19% |
| Plug Power (PLUG) | 0.26% | 0.17% |
| Hyzon Motors (HYZN) | 0.26% | 0.12% |
| Aurora Cannabis (ACB) | 0.15% | 0.12% |
| Nel (NEL.OL) | 0.12% | 0.1% |
| eToro Group LTD (ETOR) | 0.18% | 0.07% |
| AeroVironment (AVAV) | 0.07% | 0.04% |
| Nikola (NKLAQ) | 0.12% | 0% |
| iRobot (IRBTQ) | 0.07% | 0% |
Cash & Instruments Over Time
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