Portfolio Diversification
Range
Most Diversified
36 instruments
March 25, 2025
Least Diversified
0 instruments
January 8, 2023
Average
21.5 instruments
Most Consistent Holdings
Top 5
AMZN99.26%
GOOGL98.76%
MSFT97.65%
KO84.03%
RTX77.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rheinmetall (RHM.DE) | 11.02% | 21.4% | 67.45% | - |
| Microsoft (MSFT) | 7.52% | 3.64% | 97.65% | - |
| Alphabet (GOOGL) | 6.26% | 4.93% | 98.76% | - |
 Fetch.ai (FET) | 6.11% | 0% | 26.86% | 11/20/2023 |
| Raytheon (RTX) | 4.76% | 1.42% | 77.48% | - |
| Amazon (AMZN) | 4.73% | 3.29% | 99.26% | - |
 Lockheed Martin (LMT) | 4.71% | 0.92% | 75.87% | - |
 Apple (AAPL) | 4.07% | 4.1% | 74.5% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.02% | 0% | 27.1% | 8/28/2023 |
 TSMC (TSM) | 3.96% | 6.06% | 71.66% | - |
| Coca-Cola (KO) | 3.14% | 2.58% | 84.03% | - |
 BlackRock (BLK) | 2.91% | 1.95% | 71.66% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.84% | 0% | 27.6% | 8/28/2023 |
 Vanguard S&P 500 ETF (VOO) | 2.48% | 0% | 25.25% | 8/28/2023 |
 PepsiCo (PEP) | 2.39% | 4.01% | 77.48% | - |
 McDonald's (MCD) | 2.38% | 3.03% | 71.66% | - |
 Sony (SONY) | 2.32% | 0% | 64.11% | 1/27/2025 |
 Bitcoin (BTC) | 1.89% | 0% | 19.06% | 10/24/2023 |
 Volkswagen (VOW3.DE) | 1.86% | 0% | 50.25% | 10/14/2024 |
 Bank of America (BAC) | 1.63% | 0% | 73.02% | 3/27/2025 |
 JPMorgan (JPM) | 1.47% | 0.71% | 74.01% | - |
 BMW (BMW.DE) | 1.37% | 0% | 50.25% | 10/14/2024 |
 ASML (ASML.NV) | 1.32% | 2.04% | 51.24% | - |
 BAE Systems (BA.L) | 1.2% | 2.52% | 61.63% | - |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 1.13% | 0% | 21.91% | 7/25/2023 |
 Mercedes-Benz (MBG.DE) | 1.06% | 0% | 42.95% | 7/26/2024 |
 Ford (F) | 1.06% | 0% | 50.37% | 10/14/2024 |
 Maersk (MAERSKB.CO) | 0.98% | 0% | 31.44% | 4/23/2024 |
 Wesfarmers (WES.ASX) | 0.96% | 0% | 61.63% | 2/4/2025 |
 Rio Tinto (RIO) | 0.89% | 0.56% | 69.06% | - |
 Duke Energy (DUK) | 0.82% | 1.68% | 42.57% | - |
 Occidental (OXY) | 0.78% | 0% | 35.27% | 6/13/2024 |
 Crocs (CROX) | 0.5% | 11.9% | 9.78% | - |
 Reckitt (RKT.L) | 0.46% | 0% | 23.02% | 2/27/2024 |
 Roche (ROG.ZU) | 0.38% | 0% | 15.47% | 4/9/2024 |
 Northrop Grumman (NOC) | 0.29% | 0% | 21.78% | 5/15/2024 |
 Thales (HO.PA) | 0.25% | 1.34% | 31.06% | - |
 Disney (DIS) | 0.24% | 0% | 1.86% | 2/10/2023 |
 Nestle (NESN.ZU) | 0.19% | 1% | 13.37% | - |
 Leonardo (LDO.MI) | 0.18% | 3.67% | 9.53% | - |
 Dassault Aviation (AM.PA) | 0.12% | 3.63% | 9.65% | - |
 Tesla (TSLA) | 0.12% | 0% | 3.22% | 7/25/2023 |
 Saab (SAABB.ST) | 0.1% | 1.4% | 9.16% | - |
 QinetiQ (QQ.L) | 0.09% | 2.81% | 3.71% | - |
 HENSOLDT (HAG.DE) | 0.09% | 0% | 19.68% | 8/5/2024 |
 Rocket Lab (RKLB) | 0.08% | 1.04% | 13% | - |
 Oracle (ORCL) | 0.08% | 0.69% | 8.91% | - |
 NVIDIA (NVDA) | 0.07% | 0.59% | 8.91% | - |
 NEXTracker (NXT.US) | 0.05% | 0.6% | 7.3% | - |
 Oshkosh (OSK) | 0.05% | 0.47% | 9.78% | - |
 Airbus (AIR.PA) | 0.05% | 0.47% | 13% | - |
 iShares MSCI India ETF (INDA) | 0.04% | 0.81% | 9.03% | - |
 Altria (MO) | 0.03% | 0.99% | 8.29% | - |
 Reddit Inc (RDDT) | 0.03% | 0.47% | 9.78% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.01% | 0.09% | 9.78% | - |
 Gentex (GNTX) | 0.01% | 0% | 5.82% | 3/3/2025 |
 BP (BP.L) | 0% | 0% | 0.12% | 2/8/2023 |
 Evolution (EVO.ST) | 0% | 0.11% | 2.48% | - |
 Novo Nordisk (NOVO-B.CO) | 0% | 0.24% | 0.99% | - |
 Taylor Morrison (TMHC) | 0% | 0% | 0.74% | 1/21/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rheinmetall (RHM.DE) | 16.66% | 21.25% |
| TSMC (TSM) | 7.62% | 8.85% |
| Apple (AAPL) | 7.22% | 7.44% |
| Alphabet (GOOGL) | 5.55% | 6.4% |
| Lockheed Martin (LMT) | 6.52% | 5.52% |
| Raytheon (RTX) | 5.06% | 5.37% |
| BlackRock (BLK) | 4.43% | 4.89% |
| Microsoft (MSFT) | 4.6% | 4.86% |
| Amazon (AMZN) | 3.99% | 4.25% |
| McDonald's (MCD) | 4.94% | 4.11% |
| PepsiCo (PEP) | 5.26% | 3.73% |
| ASML (ASML.NV) | 5.72% | 3.67% |
| Sony (SONY) | 3.6% | 3.52% |
| Coca-Cola (KO) | 4.15% | 3.39% |
| Duke Energy (DUK) | 2.95% | 2.39% |
| Bank of America (BAC) | 2.05% | 2.31% |
| JPMorgan (JPM) | 1.77% | 2.14% |
| BAE Systems (BA.L) | 2.43% | 1.89% |
| Wesfarmers (WES.ASX) | 1.71% | 1.68% |
| Rio Tinto (RIO) | 1.69% | 1.12% |
| Thales (HO.PA) | 1.35% | 1.03% |
| Airbus (AIR.PA) | 0.42% | 0.33% |
| Rocket Lab (RKLB) | 0.21% | 0.19% |