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Portfolio Diversification
Range
Most Diversified
18 instruments
April 11, 2025
Least Diversified
0 instruments
April 4, 2026
Average
12.5 instruments
Most Consistent Holdings
Top 5
DIS99.38%
RIO87.34%
DAL78.65%
AMZN75.93%
GOOG75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 6.41% | 0% | 75% | 9/3/2025 |
 FoodTech | 5.68% | 4.75% | 98.76% | - |
| Delta (DAL) | 5.01% | 0% | 78.65% | 10/20/2025 |
| Amazon (AMZN) | 4.84% | 0% | 75.93% | 9/15/2025 |
 EuropeEconomy | 3.7% | 17.9% | 38.35% | - |
| Rio Tinto (RIO) | 3.64% | 0% | 87.34% | 2/9/2026 |
 Allianz (ALV.DE) | 3.5% | 0% | 59.63% | 2/17/2025 |
 Core-Moderate | 3.15% | 10.31% | 38.35% | - |
 DroneTech | 2.99% | 9.22% | 38.35% | - |
| Disney (DIS) | 2.75% | 2.32% | 99.38% | - |
 Carnival (CCL) | 1.72% | 0% | 72.2% | 7/29/2025 |
 Newmont (NEM) | 1.62% | 0% | 73.21% | 8/11/2025 |
 TheBigBanks | 1.27% | 0% | 20.11% | 11/13/2025 |
 Apple (AAPL) | 1.26% | 0% | 29.97% | 1/29/2024 |
 UnitedHealth (UNH) | 0.99% | 5.77% | 25.62% | - |
 XRP (XRP) | 0.59% | 0% | 59.39% | 2/14/2025 |
 Ferrari (RACE) | 0.56% | 2.57% | 21.35% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.55% | 2.74% | 20.73% | - |
 WarrenBuffet-CF | 0.5% | 0% | 14.75% | 2/9/2024 |
 AI-Revolution | 0.48% | 0% | 10.4% | 6/30/2025 |
 Leonardo DRS (DRS) | 0.38% | 3.36% | 11.41% | - |
 MercadoLibre (MELI) | 0.36% | 1.24% | 25.62% | - |
 Meta (META) | 0.34% | 0% | 11.96% | 7/30/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.21% | 0% | 6.52% | 10/1/2025 |
 Campari (CPR.MI) | 0.2% | 0% | 6.52% | 7/3/2025 |
 Lululemon (LULU) | 0.17% | 0.46% | 25.47% | - |
 Enel (ENEL.MI) | 0.13% | 0% | 10.87% | 12/22/2023 |
 Regeneron (REGN) | 0.12% | 0% | 4.89% | 10/20/2025 |
 Bruker (BRKR) | 0.12% | 0% | 6.75% | 11/13/2025 |
| 0.05% | 0% | 26.94% | 12/21/2023 | |
 Eni (ENI.MI) | 0.03% | 0% | 0.93% | 4/22/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.03% | 0% | 0.93% | 4/22/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.23% | 10/9/2023 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% | 16.77% | - |
 Flare (FLR) | 0% | 0% | 12.58% | 7/29/2023 |
 Astronics Corp (ATROB) | 0% | 0.06% | 1.63% | - |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 0.78% | 11/13/2025 |
 Liberty Media (LLYVK) | 0% | 0% | 0% | - |
 Liberty Media (LLYVA) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Core-Moderate | 9.65% | 10.24% |
| DroneTech | 8.39% | 9.13% |
| EuropeEconomy | 7.36% | 7.9% |
| FoodTech | 5.2% | 4.51% |
| Rio Tinto (RIO) | 4.62% | 4.02% |
| UnitedHealth (UNH) | 3.39% | 3.47% |
| Disney (DIS) | 3.93% | 2.88% |
| Ferrari (RACE) | 2.97% | 2.69% |
| Vanguard Total World Stock ETF (VT.US) | 2.54% | 2.59% |
| MercadoLibre (MELI) | 1.7% | 1.45% |
| Lululemon (LULU) | 0.85% | 0.86% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.01% |
Cash & Instruments Over Time
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