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Portfolio Diversification
Range
Most Diversified
13 instruments
October 31, 2024
Least Diversified
0 instruments
November 12, 2025
Average
8.7 instruments
Most Consistent Holdings
Top 5
BRK.B78.99%
META78.19%
GOOG75.35%
AXP74.73%
JPM60.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.56% | 0% | 78.99% | 4/14/2026 |
| Alphabet (GOOG) | 13.24% | 0% | 75.35% | 2/5/2026 |
| Meta (META) | 9.96% | 0% | 78.19% | 2/6/2026 |
| American Express (AXP) | 5.46% | 0% | 74.73% | 1/14/2026 |
| JPMorgan (JPM) | 4.94% | 0% | 60.64% | 2/25/2025 |
 Apple (AAPL) | 4.79% | 0% | 45.57% | 1/21/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 3.98% | 0% | 29.61% | 5/6/2024 |
 Alibaba (BABA) | 3.55% | 9.12% | 35.28% | - |
 Novo-Nordisk (NVO) | 3.37% | 0% | 18% | 2/3/2026 |
 Visa (V) | 2.93% | 0% | 37.41% | 7/31/2025 |
 Coinbase (COIN) | 2.72% | 0% | 54.17% | 1/30/2026 |
 NVIDIA (NVDA) | 2.5% | 0% | 17.38% | 3/25/2025 |
 Salesforce (CRM) | 2.47% | 0% | 30.05% | 1/14/2026 |
 Carnival (CCL) | 1.82% | 0% | 12.94% | 3/30/2026 |
 Dow (DOW) | 1.6% | 0% | 17.55% | 10/2/2023 |
 BASF (BAS.DE) | 1.54% | 0% | 17.46% | 10/2/2023 |
 Siemens Energy (ENR.DE) | 1.45% | 8.09% | 13.56% | - |
 SAP (SAP) | 1.36% | 0% | 10.55% | 2/12/2026 |
 Microsoft (MSFT) | 1.32% | 8.8% | 18.79% | - |
 L'Oréal (OR.PA) | 1.22% | 0% | 12.94% | 7/15/2025 |
 Schneider Electric (SU.PA) | 1.2% | 9.02% | 5.85% | - |
 Occidental (OXY) | 1% | 0% | 19.5% | 1/7/2026 |
 Marvell (MRVL) | 0.98% | 11.29% | 6.56% | - |
 ASML (ASML) | 0.98% | 0% | 12.77% | 3/27/2025 |
 Amazon (AMZN) | 0.77% | 0% | 7.71% | 10/30/2025 |
 Marathon Petroleum (MPC) | 0.65% | 0% | 5.32% | 11/25/2025 |
 Fabrinet (FN) | 0.63% | 9.43% | 5.85% | - |
 Xiaomi (1810.HK) | 0.55% | 0% | 6.29% | 1/30/2026 |
 FedEx (FDX) | 0.55% | 0% | 5.32% | 4/14/2026 |
 LVMH (MC.PA) | 0.54% | 0% | 6.74% | 8/26/2025 |
 Adobe (ADBE) | 0.53% | 0% | 16.76% | 12/31/2024 |
 Eaton (ETN) | 0.48% | 7.69% | 5.94% | - |
 Palantir (PLTR) | 0.36% | 0% | 5.14% | 3/27/2025 |
 Samsung (SMSN.L) | 0.24% | 9.8% | 1.86% | - |
 Tesla (TSLA) | 0.22% | 7.67% | 1.77% | - |
 Bank of America (BAC) | 0.2% | 0% | 2.04% | 4/6/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.16% | 0% | 0.71% | 5/6/2025 |
 Netflix (NFLX) | 0.16% | 0% | 1.33% | 1/22/2026 |
 Baidu (BIDU) | 0.15% | 0% | 2.93% | 4/4/2025 |
 Invesco QQQ (QQQ) | 0.13% | 0% | 0.89% | 7/31/2025 |
 Intel (INTC) | 0.13% | 0% | 0.62% | 8/26/2025 |
 Lockheed Martin (LMT) | 0.09% | 0% | 1.33% | 3/12/2025 |
 Disney (DIS) | 0.09% | 0% | 1.15% | 2/12/2026 |
 Rheinmetall (RHM.DE) | 0.07% | 0% | 1.42% | 3/19/2025 |
 BAE Systems (BA.L) | 0.06% | 0% | 1.42% | 3/19/2025 |
 Arista (ANET) | 0.06% | 10.16% | 0.62% | - |
 Vertiv (VRT) | 0.06% | 8.96% | 0.62% | - |
 General Dynamics (GD) | 0.05% | 0% | 1.33% | 3/12/2025 |
 Accenture (ACN) | 0.03% | 0% | 0.98% | 3/3/2025 |
 iShares Gold Trust (IAU) | 0.03% | 0% | 0.44% | 11/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Novo-Nordisk (NVO) | 18.06% | 17.5% |
| Meta (META) | 17.91% | 17.12% |
| Salesforce (CRM) | 15.01% | 15.26% |
| Occidental (OXY) | 14.55% | 14.69% |
| Carnival (CCL) | 9.53% | 10.66% |
| Xiaomi (1810.HK) | 9.56% | 8.66% |
| Siemens Energy (ENR.DE) | 8.08% | 8.42% |
| American Express (AXP) | 7.3% | 7.59% |
Cash & Instruments Over Time
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