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Portfolio Diversification
Range
Most Diversified
16 instruments
July 1, 2026
Least Diversified
0 instruments
November 12, 2025
Average
8.8 instruments
Most Consistent Holdings
Top 5
BRK.B72.17%
META69.19%
AXP68.49%
GOOG67.94%
JPM58.25%
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) | 16.33% | 0% | 72.17% | 6/25/2026 |
| Alphabet (GOOG) | 12.03% | 37.95% | 67.94% | - |
| Meta (META) | 8.8% | 0% | 69.19% | 8/28/2026 |
| American Express (AXP) | 4.94% | 0% | 68.49% | 8/25/2026 |
| JPMorgan (JPM) | 4.89% | 9.52% | 58.25% | - |
 Apple (AAPL) | 4.22% | 0% | 40.19% | 1/21/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 3.51% | 0% | 26.11% | 5/6/2024 |
 Alibaba (BABA) | 3.14% | 0% | 31.2% | 4/23/2026 |
 Novo-Nordisk (NVO) | 2.97% | 0% | 15.87% | 2/3/2026 |
 Visa (V) | 2.59% | 0% | 32.99% | 7/31/2025 |
 Coinbase (COIN) | 2.4% | 0% | 47.77% | 1/30/2026 |
 NVIDIA (NVDA) | 2.23% | 0% | 15.56% | 7/27/2026 |
 Salesforce (CRM) | 2.19% | 0% | 26.74% | 7/31/2026 |
 Siemens Energy (ENR.DE) | 1.71% | 0% | 17.12% | 7/28/2026 |
 Carnival (CCL) | 1.63% | 0% | 11.73% | 6/29/2026 |
 Marvell (MRVL) | 1.44% | 0% | 11.96% | 8/28/2026 |
 Dow (DOW) | 1.41% | 0% | 15.48% | 10/2/2023 |
 BASF (BAS.DE) | 1.38% | 0% | 15.72% | 9/4/2026 |
 Schneider Electric (SU.PA) | 1.35% | 0% | 9.23% | 7/28/2026 |
 SAP (SAP) | 1.2% | 0% | 9.3% | 2/12/2026 |
 Microsoft (MSFT) | 1.18% | 0% | 16.81% | 7/17/2026 |
 L'Oréal (OR.PA) | 1.07% | 0% | 11.42% | 7/15/2025 |
 Samsung (SMSN.L) | 0.99% | 0% | 8.6% | 7/24/2026 |
 Occidental (OXY) | 0.88% | 0% | 17.2% | 1/7/2026 |
 ASML (ASML) | 0.86% | 0% | 11.26% | 3/27/2025 |
 Accenture (ACN) | 0.85% | 20% | 5.08% | - |
 Fabrinet (FN) | 0.82% | 0% | 8.21% | 6/1/2026 |
 Micron (MU) | 0.76% | 0% | 6.1% | 8/27/2026 |
 Marathon Petroleum (MPC) | 0.72% | 0% | 6.72% | 7/23/2026 |
 Amazon (AMZN) | 0.68% | 0% | 6.8% | 10/30/2025 |
 Sony (SONY) | 0.57% | 0% | 3.67% | 9/10/2026 |
 Eaton (ETN) | 0.5% | 0% | 6.25% | 5/5/2026 |
 Xiaomi (1810.HK) | 0.49% | 0% | 5.55% | 1/30/2026 |
 FedEx (FDX) | 0.49% | 0% | 4.69% | 4/14/2026 |
 LVMH (MC.PA) | 0.48% | 0% | 5.94% | 8/26/2025 |
 Adobe (ADBE) | 0.47% | 0% | 14.78% | 12/31/2024 |
 Goldman Sachs (GS) | 0.46% | 23.5% | 2.97% | - |
 Sumitomo Mitsui (SMFG) | 0.45% | 0% | 4.07% | 9/15/2026 |
 Disney (DIS) | 0.42% | 0% | 4.46% | 9/2/2026 |
 Sandisk Corp/DE (SNDK) | 0.4% | 0% | 5.24% | 7/15/2026 |
 Western Digital (WDC) | 0.38% | 0% | 5.32% | 7/16/2026 |
 Vertiv (VRT) | 0.35% | 0% | 3.91% | 6/4/2026 |
 Arista (ANET) | 0.34% | 0% | 3.91% | 6/4/2026 |
 Citi (C) | 0.32% | 9.04% | 2.97% | - |
 Palantir (PLTR) | 0.32% | 0% | 4.53% | 3/27/2025 |
 Spotify (SPOT) | 0.24% | 0% | 2.27% | 9/3/2026 |
 Teradyne (TER) | 0.24% | 0% | 3.13% | 7/16/2026 |
 Supermicro (SMCI) | 0.22% | 0% | 2.81% | 6/11/2026 |
 Keysight Technologies (KEYS) | 0.21% | 0% | 3.05% | 7/15/2026 |
 Tesla (TSLA) | 0.2% | 0% | 1.64% | 4/23/2026 |
 TSMC (TSM) | 0.18% | 0% | 3.28% | 7/17/2026 |
 ABB (ABBN.ZU) | 0.18% | 0% | 2.11% | 7/28/2026 |
 Bank of America (BAC) | 0.17% | 0% | 1.8% | 4/6/2023 |
 Cognizant (CTSH) | 0.15% | 0% | 2.58% | 8/31/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.14% | 0% | 0.63% | 5/6/2025 |
 Netflix (NFLX) | 0.14% | 0% | 1.17% | 1/22/2026 |
 Baidu (BIDU) | 0.13% | 0% | 2.58% | 4/4/2025 |
 Invesco QQQ (QQQ) | 0.12% | 0% | 0.78% | 7/31/2025 |
 Intel (INTC) | 0.11% | 0% | 0.55% | 8/26/2025 |
 Qualcomm (QCOM) | 0.08% | 0% | 1.25% | 7/17/2026 |
 Lockheed Martin (LMT) | 0.08% | 0% | 1.17% | 3/12/2025 |
 Infineon (IFX.DE) | 0.06% | 0% | 1.25% | 7/17/2026 |
 Rheinmetall (RHM.DE) | 0.06% | 0% | 1.25% | 3/19/2025 |
 Formfactor (FORM) | 0.06% | 0% | 1.09% | 7/15/2026 |
 Coherent (COHR) | 0.06% | 0% | 1.09% | 7/15/2026 |
 BAE Systems (BA.L) | 0.06% | 0% | 1.25% | 3/19/2025 |
 General Dynamics (GD) | 0.04% | 0% | 1.17% | 3/12/2025 |
 iShares Gold Trust (IAU) | 0.02% | 0% | 0.39% | 11/4/2024 |
 First Solar (FSLR) | 0.01% | 0% | 0.16% | 8/12/2026 |
 Lumentum (LITE) | 0.01% | 0% | 0.08% | 7/24/2026 |
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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