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Portfolio Diversification
Range
Most Diversified
24 instruments
April 24, 2026
Least Diversified
0 instruments
April 4, 2026
Average
14.9 instruments
Most Consistent Holdings
Top 5
PFE99.62%
DELL96.96%
BTC94.12%
AMD93.36%
VZ92.79%
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) | 20.01% | 18.36% | 93.36% | - |
| Verizon (VZ) | 15.2% | 4.4% | 92.79% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 12.77% | 22.43% | 54.27% | - |
| Dell (DELL) | 11.41% | 8.01% | 96.96% | - |
| Pfizer (PFE) | 10.42% | 2.32% | 99.62% | - |
 Alphabet (GOOGL) | 5.58% | 4.76% | 76.09% | - |
 TSMC (TSM) | 4.04% | 3.58% | 72.87% | - |
 Meta (META) | 3.78% | 4.63% | 75.9% | - |
 ExxonMobil (XOM) | 2.77% | 1.4% | 86.53% | - |
 Chevron (CVX) | 1.6% | 1.17% | 71.54% | - |
 PepsiCo (PEP) | 1.55% | 0.48% | 88.99% | - |
 BYD (01211.HK) | 1.37% | 0.98% | 62.05% | - |
 Lam Research (LRCX) | 1.35% | 1.62% | 72.87% | - |
 Amazon (AMZN) | 1.14% | 0.79% | 71.73% | - |
 Adobe (ADBE) | 0.76% | 2.98% | 21.25% | - |
 Berkshire Hathaway (BRK.B) | 0.61% | 8.78% | 17.46% | - |
 Trade Desk (TTD) | 0.58% | 0.14% | 72.68% | - |
 Microsoft (MSFT) | 0.46% | 7.82% | 7.59% | - |
 Visa (V) | 0.38% | 0.2% | 72.11% | - |
 Toll Brothers (TOL) | 0.33% | 0.23% | 71.73% | - |
| Bitcoin (BTC) | 0.32% | 0% | 94.12% | 3/24/2026 |
 Smudliczek | 0.14% | 0% | 6.64% | 3/25/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.06% | 0.96% | 6.83% | - |
 Nu (NU) | 0.05% | 0.9% | 5.12% | - |
 Ishares Expanded Tech-Softwa (IGV) | 0.01% | 0.52% | 1.33% | - |
 ServiceNow (NOW) | 0% | 0.53% | 0.19% | - |
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) | 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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