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Portfolio Diversification
Range
Most Diversified
77 instruments
April 29, 2023
Least Diversified
30 instruments
February 7, 2026
Average
51 instruments
Most Consistent Holdings
Top 5
JPM100%
LMT100%
PM100%
CAH100%
LLY100%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 13.74% | 6.63% | 90.27% | - |
 VICI Properties (VICI) | 6.16% | 8.61% | 93.31% | - |
 Rio Tinto (RIO) | 5.11% | 4.18% | 100% | - |
 Realty Income (O) | 4.52% | 5.38% | 100% | - |
 Alphabet (GOOGL) | 4.47% | 8.39% | 100% | - |
 Ethereum (ETH) | 4.07% | 0% | 89.31% | 11/4/2025 |
| Cardinal Health (CAH) | 3.46% | 4.55% | 100% | - |
 BYD Electronic (00285.HK) | 3.03% | 0.8% | 100% | - |
 Samsung (SMSN.L) | 2.61% | 3.67% | 100% | - |
 Altria (MO) | 2.51% | 3.1% | 100% | - |
 ASML (ASML) | 2.32% | 9.06% | 42.4% | - |
 Cardano (ADA) | 2.23% | 0.63% | 100% | - |
 Shell (SHEL.L) | 2.21% | 0% | 54.65% | 9/30/2024 |
 CVS Health (CVS) | 2.1% | 2.45% | 93.31% | - |
| JPMorgan (JPM) | 2.03% | 2.05% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 1.92% | 0% | 74.98% | 2/5/2026 |
 Tesla (TSLA) | 1.71% | 0% | 44.66% | 3/13/2025 |
 Nio (NIO) | 1.62% | 1.09% | 100% | - |
| Philip Morris (PM) | 1.62% | 2.33% | 100% | - |
| Lockheed Martin (LMT) | 1.56% | 1.64% | 100% | - |
 Petrobras (PBR) | 1.5% | 0% | 58.82% | 11/18/2024 |
 BHP (BHP) | 1.49% | 0% | 49.52% | 8/2/2024 |
 Microsoft (MSFT) | 1.16% | 1.14% | 91.05% | - |
 NVIDIA (NVDA) | 1% | 2.94% | 59.6% | - |
 WP Carey (WPC) | 0.9% | 1.55% | 64.99% | - |
 PepsiCo (PEP) | 0.89% | 2.14% | 39.1% | - |
 EA (EA) | 0.88% | 0% | 48.13% | 7/17/2024 |
 Sky (prev. Maker) (SKY) | 0.77% | 0% | 49% | 7/27/2024 |
 American Water (AWK) | 0.76% | 0% | 80.89% | 7/30/2025 |
 ChargePoint (CHPT) | 0.75% | 0% | 25.28% | 10/26/2023 |
 Enbridge (ENB) | 0.67% | 0% | 71.07% | 4/8/2025 |
 Mercedes-Benz (MBG.DE) | 0.67% | 0% | 65.6% | 10/27/2025 |
 Johnson & Johnson (JNJ) | 0.66% | 0% | 67.59% | 2/27/2025 |
 Best Buy (BBY) | 0.64% | 0% | 80.89% | 7/30/2025 |
 Starbucks (SBUX) | 0.61% | 0% | 59.6% | 2/5/2026 |
 Veolia (VIE.PA) | 0.51% | 0% | 22.68% | 9/25/2023 |
 IOTA (MIOTA) | 0.51% | 0% | 94.44% | 1/2/2026 |
 NNN (NNN) | 0.44% | 0% | 82.88% | 10/30/2025 |
 Goodyear (GT) | 0.44% | 0% | 25.37% | 10/27/2023 |
 Walmart (WMT) | 0.4% | 0% | 23.81% | 10/9/2023 |
 Moody's (MCO) | 0.4% | 0% | 71.07% | 4/8/2025 |
 Inditex (ITX.MC) | 0.4% | 0% | 25.37% | 10/27/2023 |
 Apple (AAPL) | 0.36% | 0% | 31.97% | 4/8/2025 |
 Procter & Gamble (PG) | 0.36% | 0% | 48.13% | 7/17/2024 |
 PayPal (PYPL) | 0.35% | 2.25% | 25.02% | - |
 Verizon (VZ) | 0.35% | 0% | 67.59% | 2/27/2025 |
 Enagas (ENG.MC) | 0.35% | 0% | 80.97% | 7/31/2025 |
 Lululemon (LULU) | 0.34% | 0% | 29.28% | 12/11/2023 |
 BMW (BMW.DE) | 0.34% | 0% | 48.83% | 4/10/2025 |
 Lufthansa (LHA.DE) | 0.34% | 0% | 22.42% | 9/22/2023 |
 Disney (DIS) | 0.32% | 0% | 66.55% | 2/5/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.31% | 0% | 24.41% | 10/16/2023 |
 Amazon (AMZN) | 0.31% | 0% | 45.79% | 2/5/2026 |
| Eli Lilly (LLY) | 0.3% | 0.33% | 100% | - |
 Pfizer (PFE) | 0.28% | 0.65% | 33.88% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.28% | 0.44% | 77.58% | - |
 Intel (INTC) | 0.28% | 0% | 49.52% | 8/2/2024 |
 Silicon Motion (SIMO) | 0.25% | 0% | 48.13% | 7/17/2024 |
 Nike (NKE) | 0.23% | 0% | 56.13% | 10/18/2024 |
 Ford (F) | 0.23% | 0% | 25.72% | 10/31/2023 |
 Align (ALGN) | 0.21% | 2.2% | 11.64% | - |
 Booking (BKNG) | 0.21% | 0.96% | 31.8% | - |
 Occidental (OXY) | 0.2% | 0% | 22.33% | 9/21/2023 |
 Macy's (M) | 0.18% | 0.33% | 81.67% | - |
 J.B.Hunt (JBHT) | 0.17% | 0% | 23.89% | 10/10/2023 |
 Barrick (B) | 0.17% | 0% | 59.08% | 11/21/2024 |
 Co-Diagnostics (CODX) | 0.17% | 0% | 25.28% | 10/26/2023 |
 Royalty Pharma (RPRX) | 0.16% | 0% | 59.08% | 11/21/2024 |
 Lam Research (LRCX) | 0.16% | 0.88% | 38.66% | - |
 AbbVie (ABBV) | 0.16% | 0% | 39.7% | 4/10/2024 |
 Snowflake (SNOW) | 0.15% | 0% | 29.28% | 12/11/2023 |
 Adobe (ADBE) | 0.15% | 0% | 22.33% | 9/21/2023 |
 Palantir (PLTR) | 0.14% | 0% | 25.72% | 10/31/2023 |
 Yum (YUM) | 0.14% | 0% | 31.19% | 1/2/2024 |
 Virgin Galactic (SPCE) | 0.12% | 0% | 7.56% | 3/31/2023 |
 Assura (AGR.L) | 0.12% | 0% | 25.37% | 10/27/2023 |
 Dell (DELL) | 0.1% | 1.39% | 9.47% | - |
 Medical Properties Trust (MPT) | 0.1% | 0% | 88.36% | 10/24/2025 |
 Block Inc. (XYZ) | 0.1% | 0% | 21.2% | 9/6/2023 |
 Mondelez (MDLZ) | 0.09% | 0% | 27.45% | 11/20/2023 |
 Chipotle (CMG) | 0.08% | 0% | 48.13% | 7/17/2024 |
 ADP (ADP) | 0.08% | 0% | 25.28% | 10/26/2023 |
 Meta (META) | 0.08% | 0.95% | 8.95% | - |
 StoneCo (STNE) | 0.08% | 0% | 31.89% | 1/10/2024 |
 Stellantis (STLA.US) | 0.08% | 0% | 51.69% | 3/27/2025 |
 iShares MSCI India ETF (INDA) | 0.07% | 0% | 69.85% | 12/8/2025 |
 Prosus (PRX.NV) | 0.07% | 0% | 26.41% | 11/8/2023 |
 Airbnb (ABNB) | 0.07% | 0% | 14.42% | 2/5/2025 |
 eBay (EBAY) | 0.05% | 0% | 22.33% | 9/21/2023 |
 Gilead Sciences (GILD) | 0.05% | 0% | 26.41% | 11/8/2023 |
 Hasbro (HAS) | 0.05% | 0% | 22.33% | 9/21/2023 |
 Workhorse (WKHS) | 0.05% | 0% | 25.28% | 10/26/2023 |
 Uber (UBER) | 0.05% | 0% | 4.95% | 2/6/2026 |
 Amundi (AMUN.PA) | 0.04% | 0% | 20.24% | 4/3/2025 |
 Sinopec (0386.HK) | 0.04% | 0% | 22.42% | 9/22/2023 |
 Qualcomm (QCOM) | 0.03% | 0% | 23.81% | 12/11/2023 |
 Store Capital Corp. (STOR) | 0.02% | 0% | 3.04% | 2/6/2023 |
 3M (MMM) | 0.02% | 0% | 19.29% | 8/14/2023 |
 BioNTech SE (BNTX) | 0.02% | 0% | 22.33% | 9/21/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 0.96% | 1/12/2023 |
 Aluminum (Non Expiry) (Aluminum) | 0.01% | 0% | 0.7% | 2/14/2023 |
 Amazon.com Inc (AMZN.EUR) | 0.01% | 1.41% | 0.78% | - |
 Netflix (NFLX) | 0.01% | 1.02% | 1.04% | - |
 SoFi (SOFI) | 0.01% | 0.62% | 1.04% | - |
 Czechoslovak Group (CSG.NV) | 0% | 0% | 0.78% | 2/5/2026 |
 NextEra (NEE) | 0% | 0.3% | 0.43% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 12.51% | 18.59% |
| Alphabet (GOOGL) | 5.14% | 9.53% |
| VICI Properties (VICI) | 10.53% | 8.31% |
| ASML (ASML) | 6.17% | 7.63% |
| Realty Income (O) | 5.48% | 4.76% |
| Rio Tinto (RIO) | 4.5% | 4.71% |
| Cardinal Health (CAH) | 1.51% | 4.37% |
| Vanguard S&P 500 ETF (VOO) | 2.8% | 3.16% |
| NVIDIA (NVDA) | 2.5% | 3.14% |
| CVS Health (CVS) | 3.03% | 2.87% |
| Altria (MO) | 2.38% | 2.73% |
| Samsung (SMSN.L) | 2.16% | 2.54% |
| JPMorgan (JPM) | 1.21% | 2.32% |
| Philip Morris (PM) | 1.93% | 2.23% |
| Align (ALGN) | 2.2% | 2.01% |
| PayPal (PYPL) | 2.66% | 1.99% |
| PepsiCo (PEP) | 2.5% | 1.95% |
| WP Carey (WPC) | 1.51% | 1.4% |
| Microsoft (MSFT) | 1.13% | 1.37% |
| BYD Electronic (00285.HK) | 2.19% | 1.27% |
| Dell (DELL) | 1.51% | 1.21% |
| Lockheed Martin (LMT) | 1.06% | 1.2% |
| Starbucks (SBUX) | 1.4% | 1.18% |
| Nio (NIO) | 6.09% | 1.02% |
| Meta (META) | 1.13% | 0.99% |
| Cardano (ADA) | 6.33% | 0.99% |
| Amazon (AMZN) | 0.95% | 0.9% |
| Uber (UBER) | 1.06% | 0.86% |
| Lam Research (LRCX) | 0.61% | 0.77% |
| Booking (BKNG) | 0.83% | 0.74% |
| Pfizer (PFE) | 0.76% | 0.61% |
| Disney (DIS) | 0.61% | 0.53% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.38% | 0.45% |
| Macy's (M) | 0.34% | 0.4% |
| Eli Lilly (LLY) | 0.15% | 0.36% |
| IOTA (MIOTA) | 1.74% | 0.07% |
Cash & Instruments Over Time
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