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Portfolio Diversification
Range
Most Diversified
54 instruments
April 16, 2024
Least Diversified
0 instruments
April 4, 2026
Average
37.4 instruments
Most Consistent Holdings
Top 5
SPOT99.87%
PYPL99.87%
MCHP99.87%
DIS99.81%
INTC99.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 7.1% | 0.74% | 99.81% | - |
| Intel (INTC) | 6.17% | 1.8% | 99.81% | - |
 State Street SPDR S&P 500 ETF (SPY) | 6.04% | 9.15% | 63.38% | - |
 Coca-Cola (KO) | 5.46% | 3.13% | 99.81% | - |
 Berkshire Hathaway (BRK.B) | 5.08% | 6.95% | 63.38% | - |
 iShares Core High Dividend ETF (HDV) | 4.04% | 2.37% | 99.81% | - |
| Spotify (SPOT) | 3.63% | 4.12% | 99.87% | - |
| Microchip (MCHP) | 3.51% | 1.18% | 99.87% | - |
 Bitcoin (BTC) | 3.22% | 0% | 49.29% | 2/28/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 3.17% | 3.37% | 60.84% | - |
 Apple (AAPL) | 2.6% | 2.46% | 63.31% | - |
 McDonald's (MCD) | 2.46% | 3.2% | 63.38% | - |
 Meta (META) | 2.43% | 0% | 47.01% | 2/13/2024 |
 TSMC (TSM) | 2.42% | 4.45% | 57.47% | - |
 Vodafone (VOD) | 2.07% | 0% | 99.68% | 4/21/2026 |
 Alphabet (GOOG) | 1.85% | 2.97% | 57.86% | - |
| PayPal (PYPL) | 1.81% | 0.24% | 99.87% | - |
 Pinterest (PINS) | 1.76% | 0% | 99.68% | 4/21/2026 |
| Disney (DIS) | 1.73% | 0.36% | 99.81% | - |
 Xiaomi (1810.HK) | 1.72% | 0.78% | 99.81% | - |
 BAT (BATS.L) | 1.7% | 2.93% | 60.58% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.47% | 0.8% | 57.53% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.26% | 1.76% | 63.31% | - |
 Vanguard Information Technology (VGT) | 1.23% | 2.19% | 60.91% | - |
 Siemens (SIE.DE) | 1.2% | 2.05% | 60.58% | - |
 iShares MSCI China ETF (MCHI) | 1.07% | 0.87% | 63.38% | - |
 Alibaba (BABA) | 1.06% | 0.32% | 99.81% | - |
 Amazon (AMZN) | 1.03% | 1.92% | 57.92% | - |
 Volkswagen (VOW3.DE) | 1% | 0% | 63.18% | 4/21/2026 |
 Mercedes-Benz (MBG.DE) | 0.9% | 0.98% | 60.65% | - |
 Infineon (IFX.DE) | 0.88% | 1.73% | 57.34% | - |
 Build and Build (BNB) | 0.86% | 0% | 36.49% | 8/11/2023 |
 SPDR Gold (GLD) | 0.81% | 0% | 63.25% | 4/21/2026 |
 iShares Silver Trust (SLV) | 0.76% | 1.94% | 60.84% | - |
 Imperial Brands (IMB.L) | 0.7% | 0% | 60.45% | 4/21/2026 |
 Microsoft (MSFT) | 0.66% | 0.81% | 60.65% | - |
 Allianz (ALV.DE) | 0.65% | 0% | 60.52% | 4/21/2026 |
 iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.64% | 0.97% | 63.31% | - |
 Mastercard (MA) | 0.61% | 0% | 60.45% | 4/21/2026 |
 PepsiCo (PEP) | 0.61% | 0.63% | 57.79% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.6% | 0.71% | 63.38% | - |
 E.ON (EOAN.DE) | 0.59% | 1.04% | 60.58% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.55% | 0% | 60.78% | 4/21/2026 |
 Walmart (WMT) | 0.54% | 1.28% | 49.61% | - |
 NVIDIA (NVDA) | 0.5% | 0% | 18.25% | 7/8/2024 |
 Visa (V) | 0.49% | 0.73% | 54.68% | - |
 Ford (F) | 0.49% | 0% | 57.34% | 4/21/2026 |
 Procter & Gamble (PG) | 0.48% | 0.58% | 57.73% | - |
 Johnson & Johnson (JNJ) | 0.45% | 0.88% | 54.68% | - |
 Shell (SHEL.L) | 0.44% | 0% | 55.06% | 4/21/2026 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.44% | 0.92% | 60.91% | - |
 Starbucks (SBUX) | 0.39% | 0.57% | 57.79% | - |
 Nestle (NESN.ZU) | 0.38% | 0% | 57.6% | 4/21/2026 |
 Coinbase (COIN) | 0.37% | 0.51% | 49.42% | - |
 Stellar (XLM) | 0.37% | 0% | 6.49% | 4/11/2022 |
 Heineken (HEIA.NV) | 0.32% | 0.46% | 49.68% | - |
 iShares MSCI India ETF (INDA) | 0.21% | 0.35% | 47.6% | - |
 XRP (XRP) | 0.09% | 0% | 6.49% | 4/11/2022 |
 Ethereum (ETH) | 0.08% | 0% | 4.74% | 2/28/2024 |
 IOTA (MIOTA) | 0.05% | 0% | 16.23% | 12/3/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.71% | 12/22/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.13% | 11/16/2023 |
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) | 9.7% | 10.42% |
| Berkshire Hathaway (BRK.B) | 7.66% | 7.75% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 6.81% | 5.53% |
| TSMC (TSM) | 2.55% | 5.43% |
| Apple (AAPL) | 4.25% | 4.54% |
| Alphabet (GOOG) | 2.55% | 4.39% |
| Spotify (SPOT) | 1.7% | 4.16% |
| Coca-Cola (KO) | 4.25% | 3.78% |
| McDonald's (MCD) | 4.25% | 3.37% |
| Tesla (TSLA) | 2.89% | 3.15% |
| BAT (BATS.L) | 2.55% | 3.12% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.55% | 2.48% |
| iShares Core High Dividend ETF (HDV) | 2.55% | 2.26% |
| Vanguard Information Technology (VGT) | 1.7% | 2.12% |
| Siemens (SIE.DE) | 1.7% | 2.11% |
| iShares Silver Trust (SLV) | 0.85% | 1.9% |
| Amazon (AMZN) | 1.7% | 1.84% |
| iShares MSCI China ETF (MCHI) | 1.7% | 1.77% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.7% | 1.61% |
| Microchip (MCHP) | 2.55% | 1.46% |
| Intel (INTC) | 2.72% | 1.45% |
| SPDR Gold (GLD) | 0.85% | 1.4% |
| Infineon (IFX.DE) | 1.7% | 1.39% |
| Mercedes-Benz (MBG.DE) | 1.7% | 1.22% |
| Imperial Brands (IMB.L) | 0.85% | 1.19% |
| PepsiCo (PEP) | 1.7% | 1.15% |
| Walmart (WMT) | 0.85% | 1.15% |
| Volkswagen (VOW3.DE) | 1.7% | 1.11% |
| Allianz (ALV.DE) | 0.85% | 1.11% |
| Xiaomi (1810.HK) | 0.85% | 0.98% |
| Microsoft (MSFT) | 0.85% | 0.96% |
| E.ON (EOAN.DE) | 0.85% | 0.91% |
| Mastercard (MA) | 0.85% | 0.9% |
| iShares MSCI All Country Asia ex Japan ETF (AAXJ) | 0.85% | 0.88% |
| Visa (V) | 0.85% | 0.85% |
| Johnson & Johnson (JNJ) | 0.85% | 0.84% |
| Ford (F) | 0.85% | 0.8% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.85% | 0.75% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 0.85% | 0.75% |
| Shell (SHEL.L) | 0.85% | 0.69% |
| State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.85% | 0.68% |
| Procter & Gamble (PG) | 0.85% | 0.61% |
| Coinbase (COIN) | 0.85% | 0.6% |
| Starbucks (SBUX) | 0.85% | 0.51% |
| Heineken (HEIA.NV) | 0.85% | 0.5% |
| Vodafone (VOD) | 0.85% | 0.49% |
| Nestle (NESN.ZU) | 0.85% | 0.48% |
| Disney (DIS) | 0.85% | 0.41% |
| iShares MSCI India ETF (INDA) | 0.51% | 0.39% |
| Pinterest (PINS) | 0.85% | 0.39% |
| Alibaba (BABA) | 0.85% | 0.36% |
| PayPal (PYPL) | 1.7% | 0.29% |
Cash & Instruments Over Time
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