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Portfolio Diversification
Range
Most Diversified
13 instruments
October 31, 2024
Least Diversified
0 instruments
November 12, 2025
Average
8.8 instruments
Most Consistent Holdings
Top 5
BRK.B84.47%
META83.51%
AXP81.29%
GOOG80.62%
JPM65.96%
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) | 18.75% | 0% | 84.47% | 9/18/2025 |
| Alphabet (GOOG) | 14.24% | 0% | 80.62% | 11/13/2025 |
| Meta (META) | 10.41% | 26.2% | 83.51% | - |
| American Express (AXP) | 5.94% | 0% | 81.29% | 1/14/2026 |
| JPMorgan (JPM) | 5.38% | 0% | 65.96% | 2/25/2025 |
 Apple (AAPL) | 5.21% | 0% | 49.57% | 1/21/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 4.33% | 0% | 32.21% | 5/6/2024 |
 Alibaba (BABA) | 3.8% | 0% | 37.7% | 12/16/2025 |
 Novo-Nordisk (NVO) | 3.36% | 25.67% | 18.32% | - |
 Visa (V) | 3.19% | 0% | 40.69% | 7/31/2025 |
 Coinbase (COIN) | 2.88% | 10.12% | 58.05% | - |
 NVIDIA (NVDA) | 2.72% | 0% | 18.9% | 3/25/2025 |
 Salesforce (CRM) | 2.69% | 0% | 32.69% | 1/14/2026 |
 Dow (DOW) | 1.74% | 0% | 19.09% | 10/2/2023 |
 BASF (BAS.DE) | 1.67% | 0% | 19% | 10/2/2023 |
 Microsoft (MSFT) | 1.39% | 0% | 19.86% | 10/30/2025 |
 L'Oréal (OR.PA) | 1.32% | 0% | 14.08% | 7/15/2025 |
 SAP (SAP) | 1.25% | 0% | 10.22% | 7/24/2025 |
 Occidental (OXY) | 1.09% | 0% | 21.22% | 1/7/2026 |
 ASML (ASML) | 1.06% | 0% | 13.89% | 3/27/2025 |
 Carnival (CCL) | 0.9% | 10.1% | 7.52% | - |
 Amazon (AMZN) | 0.84% | 0% | 8.39% | 10/30/2025 |
 Marathon Petroleum (MPC) | 0.7% | 0% | 5.79% | 11/25/2025 |
 LVMH (MC.PA) | 0.59% | 0% | 7.33% | 8/26/2025 |
 Adobe (ADBE) | 0.58% | 0% | 18.23% | 12/31/2024 |
 Xiaomi (1810.HK) | 0.53% | 8.11% | 5.98% | - |
 Siemens Energy (ENR.DE) | 0.52% | 9.58% | 6.17% | - |
 Palantir (PLTR) | 0.39% | 0% | 5.59% | 3/27/2025 |
 Bank of America (BAC) | 0.21% | 0% | 2.22% | 4/6/2023 |
 Tesla (TSLA) | 0.2% | 0% | 1.35% | 7/21/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.18% | 0% | 0.77% | 5/6/2025 |
 Netflix (NFLX) | 0.16% | 10.17% | 1.35% | - |
 Baidu (BIDU) | 0.16% | 0% | 3.18% | 4/4/2025 |
 Invesco QQQ (QQQ) | 0.14% | 0% | 0.96% | 7/31/2025 |
 Intel (INTC) | 0.14% | 0% | 0.68% | 8/26/2025 |
 Lockheed Martin (LMT) | 0.1% | 0% | 1.45% | 3/12/2025 |
 Rheinmetall (RHM.DE) | 0.08% | 0% | 1.54% | 3/19/2025 |
 BAE Systems (BA.L) | 0.07% | 0% | 1.54% | 3/19/2025 |
 General Dynamics (GD) | 0.05% | 0% | 1.45% | 3/12/2025 |
 Accenture (ACN) | 0.04% | 0% | 1.06% | 3/3/2025 |
 iShares Gold Trust (IAU) | 0.03% | 0% | 0.48% | 11/4/2024 |
 Disney (DIS) | 0.03% | 0% | 0.58% | 2/25/2025 |
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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