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Portfolio Diversification
Range
Most Diversified
26 instruments
May 30, 2026
Least Diversified
0 instruments
April 4, 2026
Average
15.9 instruments
Most Consistent Holdings
Top 5
PFE99.32%
DELL97.1%
AMD93.86%
VZ93.34%
PEP89.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 14, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AMD (AMD) | 19.78% | 0% | 93.86% | 6/21/2026 |
| Verizon (VZ) | 13.99% | 0% | 93.34% | 6/21/2026 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 13.08% | 0% | 58.53% | 6/21/2026 |
| Dell (DELL) | 11% | 0% | 97.1% | 6/21/2026 |
| Pfizer (PFE) | 9.53% | 0% | 99.32% | 6/21/2026 |
 Alphabet (GOOGL) | 5.4% | 0% | 78.33% | 6/21/2026 |
 TSMC (TSM) | 3.91% | 0% | 75.09% | 6/21/2026 |
 Meta (META) | 3.71% | 0% | 77.99% | 6/21/2026 |
 ExxonMobil (XOM) | 2.6% | 0% | 87.54% | 6/21/2026 |
 Chevron (CVX.US) | 1.52% | 0% | 74.06% | 6/21/2026 |
| PepsiCo (PEP) | 1.43% | 0% | 89.42% | 6/21/2026 |
 Berkshire Hathaway (BRK.B) | 1.37% | 0% | 25.43% | 6/21/2026 |
 Lam Research (LRCX) | 1.35% | 0% | 75.43% | 6/21/2026 |
 BYD (01211.HK) | 1.3% | 0% | 65.53% | 6/21/2026 |
 Amazon (AMZN) | 1.08% | 0% | 73.89% | 6/21/2026 |
 Microsoft (MSFT) | 0.98% | 0% | 16.72% | 6/21/2026 |
 Adobe (ADBE) | 0.9% | 0% | 28.67% | 6/21/2026 |
 Trade Desk (TTD) | 0.53% | 0% | 75.09% | 6/21/2026 |
 Visa (V) | 0.36% | 0% | 74.4% | 6/21/2026 |
 Toll Brothers (TOL) | 0.31% | 0% | 74.06% | 6/21/2026 |
 Bitcoin (BTC) | 0.29% | 0% | 84.64% | 3/24/2026 |
 Nu (NU) | 0.16% | 0% | 14.33% | 6/21/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.14% | 0% | 15.87% | 6/21/2026 |
 Smudliczek | 0.13% | 0% | 5.97% | 3/25/2026 |
 Netflix (NFLX) | 0.1% | 0% | 8.02% | 6/21/2026 |
 NVIDIA (NVDA) | 0.07% | 0% | 3.92% | 6/21/2026 |
 ServiceNow (NOW) | 0.06% | 0% | 10.07% | 6/21/2026 |
 Ishares Expanded Tech-Softwa (IGV) | 0.05% | 0% | 10.92% | 6/21/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 40.75% | 32.16% |
| AMD (AMD) | 12.94% | 20.88% |
| Dell (DELL) | 7.78% | 8.19% |
| Alphabet (GOOGL) | 4.83% | 7.65% |
| Verizon (VZ) | 8.23% | 6.63% |
| TSMC (TSM) | 3.1% | 4.93% |
| Pfizer (PFE) | 4.67% | 3.78% |
| Meta (META) | 3.71% | 3.58% |
| ExxonMobil (XOM) | 2.24% | 1.96% |
| Adobe (ADBE) | 2.43% | 1.9% |
| Lam Research (LRCX) | 0.91% | 1.85% |
| Chevron (CVX.US) | 1.87% | 1.65% |
| BYD (01211.HK) | 2.74% | 1.57% |
| Amazon (AMZN) | 1.28% | 1.25% |
| PepsiCo (PEP) | 1.01% | 0.78% |
| Trade Desk (TTD) | 0.64% | 0.41% |
| Visa (V) | 0.46% | 0.4% |
| Toll Brothers (TOL) | 0.33% | 0.37% |
| Bitcoin (BTC) | 0.07% | 0.05% |
Cash & Instruments Over Time
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