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Portfolio Diversification
Range
Most Diversified
27 instruments
June 23, 2026
Least Diversified
0 instruments
April 4, 2026
Average
15.9 instruments
Most Consistent Holdings
Top 5
PFE99.32%
DELL97.1%
AMD93.87%
VZ93.36%
PEP89.44%
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% | 18.61% | 93.87% | - |
| Verizon (VZ) | 13.97% | 2.58% | 93.36% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 13.08% | 13.73% | 58.6% | - |
| Dell (DELL) | 10.99% | 7.95% | 97.1% | - |
| Pfizer (PFE) | 9.52% | 1.31% | 99.32% | - |
 Alphabet (GOOGL) | 5.4% | 2.95% | 78.36% | - |
 TSMC (TSM) | 3.91% | 2.65% | 75.13% | - |
 Meta (META) | 3.71% | 3.47% | 78.02% | - |
 ExxonMobil (XOM) | 2.59% | 0.79% | 87.56% | - |
 Chevron (CVX.US) | 1.52% | 0.66% | 74.11% | - |
| PepsiCo (PEP) | 1.43% | 0.27% | 89.44% | - |
 Berkshire Hathaway (BRK.B) | 1.38% | 7.4% | 25.55% | - |
 Lam Research (LRCX) | 1.35% | 1.55% | 75.47% | - |
 BYD (01211.HK) | 1.3% | 0.76% | 65.59% | - |
 Amazon (AMZN) | 1.08% | 0.44% | 73.94% | - |
 Microsoft (MSFT) | 0.98% | 5.23% | 16.87% | - |
 Adobe (ADBE) | 0.9% | 1.48% | 28.79% | - |
 Trade Desk (TTD) | 0.53% | 0.07% | 75.13% | - |
 Visa (V) | 0.36% | 0.13% | 74.45% | - |
 Toll Brothers (TOL) | 0.31% | 0.14% | 74.11% | - |
 Bitcoin (BTC) | 0.29% | 0% | 84.5% | 3/24/2026 |
 Nu (NU) | 0.16% | 1.46% | 14.48% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.14% | 1.07% | 16.01% | - |
 Smudliczek | 0.13% | 0% | 5.96% | 3/25/2026 |
 Netflix (NFLX) | 0.1% | 2.35% | 8.18% | - |
 NVIDIA (NVDA) | 0.07% | 2.16% | 4.09% | - |
 ServiceNow (NOW) | 0.06% | 0.53% | 10.22% | - |
 Ishares Expanded Tech-Softwa (IGV) | 0.05% | 0.83% | 11.07% | - |
 McDonald's (MCD) | 0% | 0.51% | 0.17% | - |
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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