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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.B77.15%
META75.19%
GOOG72.46%
AXP71.87%
JPM58.31%
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) | 17.23% | 46.21% | 77.15% | - |
| Alphabet (GOOG) | 12.73% | 0% | 72.46% | 2/5/2026 |
| Meta (META) | 9.58% | 0% | 75.19% | 2/6/2026 |
| American Express (AXP) | 5.25% | 0% | 71.87% | 1/14/2026 |
| JPMorgan (JPM) | 4.75% | 0% | 58.31% | 2/25/2025 |
 Apple (AAPL) | 4.6% | 0% | 43.82% | 1/21/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 3.83% | 0% | 28.47% | 5/6/2024 |
 Alibaba (BABA) | 3.42% | 0% | 34.02% | 4/23/2026 |
 Novo-Nordisk (NVO) | 3.24% | 0% | 17.31% | 2/3/2026 |
 Visa (V) | 2.82% | 0% | 35.98% | 7/31/2025 |
 Coinbase (COIN) | 2.62% | 0% | 52.09% | 1/30/2026 |
 NVIDIA (NVDA) | 2.41% | 0% | 16.71% | 3/25/2025 |
 Salesforce (CRM) | 2.37% | 0% | 28.9% | 1/14/2026 |
 Carnival (CCL) | 1.75% | 0% | 12.45% | 3/30/2026 |
 Siemens Energy (ENR.DE) | 1.66% | 0% | 16.37% | 6/1/2026 |
 Dow (DOW) | 1.54% | 0% | 16.88% | 10/2/2023 |
 BASF (BAS.DE) | 1.48% | 0% | 16.79% | 10/2/2023 |
 Schneider Electric (SU.PA) | 1.34% | 0% | 7.76% | 5/18/2026 |
 Marvell (MRVL) | 1.31% | 0% | 9.89% | 6/3/2026 |
 SAP (SAP) | 1.31% | 0% | 10.14% | 2/12/2026 |
 Microsoft (MSFT) | 1.28% | 0% | 18.16% | 4/23/2026 |
 L'Oréal (OR.PA) | 1.17% | 0% | 12.45% | 7/15/2025 |
 Occidental (OXY) | 0.96% | 0% | 18.76% | 1/7/2026 |
 ASML (ASML) | 0.94% | 0% | 12.28% | 3/27/2025 |
 Fabrinet (FN) | 0.9% | 0% | 8.95% | 6/1/2026 |
 Amazon (AMZN) | 0.74% | 0% | 7.42% | 10/30/2025 |
 Samsung (SMSN.L) | 0.71% | 6.98% | 5.63% | - |
 Marathon Petroleum (MPC) | 0.62% | 0% | 5.12% | 11/25/2025 |
 Eaton (ETN) | 0.55% | 0% | 6.82% | 5/5/2026 |
 Xiaomi (1810.HK) | 0.53% | 0% | 6.05% | 1/30/2026 |
 FedEx (FDX) | 0.53% | 0% | 5.12% | 4/14/2026 |
 LVMH (MC.PA) | 0.52% | 0% | 6.48% | 8/26/2025 |
 Adobe (ADBE) | 0.51% | 0% | 16.11% | 12/31/2024 |
 Vertiv (VRT) | 0.38% | 0% | 4.26% | 6/4/2026 |
 Arista (ANET) | 0.37% | 0% | 4.26% | 6/4/2026 |
 Micron (MU) | 0.37% | 7.59% | 2.73% | - |
 Palantir (PLTR) | 0.34% | 0% | 4.94% | 3/27/2025 |
 Tesla (TSLA) | 0.22% | 0% | 1.79% | 4/23/2026 |
 Sandisk Corp/DE (SNDK) | 0.22% | 6.94% | 2.64% | - |
 Western Digital (WDC) | 0.21% | 6.35% | 2.73% | - |
 Supermicro (SMCI) | 0.21% | 6.75% | 2.64% | - |
 Bank of America (BAC) | 0.19% | 0% | 1.96% | 4/6/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.16% | 0% | 0.68% | 5/6/2025 |
 Netflix (NFLX) | 0.15% | 0% | 1.28% | 1/22/2026 |
 Baidu (BIDU) | 0.14% | 0% | 2.81% | 4/4/2025 |
 Invesco QQQ (QQQ) | 0.13% | 0% | 0.85% | 7/31/2025 |
 Intel (INTC) | 0.12% | 0% | 0.6% | 8/26/2025 |
 Lockheed Martin (LMT) | 0.09% | 0% | 1.28% | 3/12/2025 |
 Disney (DIS) | 0.09% | 0% | 1.11% | 2/12/2026 |
 Rheinmetall (RHM.DE) | 0.07% | 0% | 1.36% | 3/19/2025 |
 BAE Systems (BA.L) | 0.06% | 0% | 1.36% | 3/19/2025 |
 General Dynamics (GD) | 0.04% | 0% | 1.28% | 3/12/2025 |
 TSMC (TSM) | 0.03% | 4.98% | 0.43% | - |
 Accenture (ACN) | 0.03% | 0% | 0.94% | 3/3/2025 |
 iShares Gold Trust (IAU) | 0.02% | 0% | 0.43% | 11/4/2024 |
 Teradyne (TER) | 0.02% | 6.94% | 0.26% | - |
 Keysight Technologies (KEYS) | 0.02% | 7.26% | 0.26% | - |
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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