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Portfolio Diversification
Range
Most Diversified
98 instruments
June 17, 2026
Least Diversified
0 instruments
February 2, 2025
Average
57.6 instruments
Most Consistent Holdings
Top 5
GOOG99.45%
MSFT99.45%
NEE99.45%
SMT.L99.45%
HICL.L99.45%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 6.33% | 4.91% | 99.45% | - |
 PIMCO Active Bond Exchange-Traded Fund (BOND) | 5.42% | 8.08% | 87.52% | - |
 PIMCO Enhanced Short Maturity (MINT) | 4.03% | 0% | 52.45% | 1/22/2026 |
| Scottish Mortgage (SMT.L) | 3.4% | 5.79% | 99.45% | - |
 TSMC (TSM) | 3.22% | 6.27% | 99.45% | - |
 Vanguard Financials ETF (VFH) | 3.08% | 0% | 80.05% | 9/2/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 2.96% | 0% | 89.47% | 2/5/2026 |
| NextEra (NEE) | 2.82% | 2.75% | 99.45% | - |
 State Street SPDR S&P 500 ETF (SPY) | 2.76% | 0% | 65.54% | 5/12/2025 |
 Amazon (AMZN) | 2.47% | 3.16% | 99.27% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 2.47% | 0% | 63.04% | 3/4/2025 |
 ASML (ASML.NV) | 2.36% | 4.1% | 99.45% | - |
 Vanguard FTSE Emerging Markets (VWO) | 2.32% | 0% | 74.6% | 9/17/2025 |
| Alphabet (GOOG) | 2.31% | 2.99% | 99.45% | - |
 Zoetis (ZTS) | 1.87% | 0.64% | 99.45% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.83% | 10.55% | 26.68% | - |
 Vanguard Real Estate ETF (VNQ) | 1.79% | 1.62% | 93.21% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 1.67% | 0.99% | 78.09% | - |
 Tritax (BBOX.L) | 1.48% | 1.17% | 99.45% | - |
 KKR (KKR) | 1.47% | 0% | 90.45% | 2/24/2026 |
 Rio Tinto (RIO.L) | 1.35% | 0% | 79.93% | 9/2/2025 |
| HICL Infrastructure (HICL.L) | 1.29% | 0.94% | 99.45% | - |
 Disney (DIS) | 1.29% | 0% | 90.64% | 2/26/2026 |
 Schneider Electric (SU.PA) | 1.26% | 1.25% | 99.33% | - |
 Deere (DE) | 1.26% | 0% | 95.84% | 5/22/2026 |
 3i Infrastructure (3IN.L) | 1.24% | 0.78% | 99.45% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 1.24% | 0% | 57.83% | 9/3/2024 |
 Adyen (ADYEN.NV) | 1.2% | 0.64% | 99.45% | - |
 Sprouts (SFM) | 1.13% | 0% | 54.47% | 11/28/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 1.1% | 0% | 50.06% | 9/5/2024 |
 Ahold (AD.NV) | 1.07% | 1.12% | 71.66% | - |
 Amplifon (AMP.MI) | 1.07% | 0% | 79.99% | 9/3/2025 |
 SPDR Gold (GLD) | 1.06% | 3.14% | 27.05% | - |
 Thermo Fisher (TMO) | 0.79% | 0% | 75.21% | 2/5/2026 |
 Pernod Ricard (RI.PA) | 0.78% | 0% | 78.4% | 8/8/2025 |
 Zurich Insurance (ZURN.ZU) | 0.77% | 0% | 83.48% | 11/28/2025 |
 iShares MSCI EM ex China UCITS ETF (84X0.DE) | 0.77% | 3.78% | 37.03% | - |
 AIA (1299.HK) | 0.71% | 0% | 89.84% | 2/11/2026 |
 Ecolab (ECL) | 0.68% | 0% | 44.8% | 2/1/2024 |
 SL Green (SLG) | 0.68% | 0.79% | 76.19% | - |
 Mastercard (MA) | 0.64% | 0% | 41.8% | 12/14/2023 |
 Casey's (CASY) | 0.62% | 1.1% | 54.35% | - |
 SEQI (SEQI.L) | 0.58% | 0.44% | 98.9% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.58% | 0% | 87.58% | 1/7/2026 |
 TD (TD) | 0.57% | 0.85% | 74.85% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.57% | 0% | 14.2% | 10/28/2025 |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.52% | 0% | 25.34% | 10/29/2025 |
 iShares $ TIPS UCITS ETF (IBC5.DE) | 0.51% | 2.09% | 37.58% | - |
 Nestle (NESN.ZU) | 0.51% | 0% | 24.6% | 3/2/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0.5% | 0.49% | 81.95% | - |
 Bitcoin (BTC) | 0.47% | 2% | 22.22% | - |
 Boston Scientific (BSX.US) | 0.46% | 0% | 24.6% | 3/2/2023 |
 EA (EA) | 0.43% | 0.8% | 52.57% | - |
 Novartis (NVS) | 0.43% | 0.93% | 52.08% | - |
 Evercore (EVR) | 0.41% | 0% | 44.37% | 6/3/2026 |
 Koninklijke DSM NV (DSM.NV) | 0.41% | 0% | 28.58% | 5/8/2023 |
 Fiverr (FVRR) | 0.39% | 0% | 80.11% | 9/3/2025 |
 Ryanair (RYAAY) | 0.38% | 0% | 51.04% | 5/15/2026 |
 Ericsson (ERIC-A.ST) | 0.33% | 0.72% | 41.55% | - |
 NextEra Energy Partners (XIFR) | 0.32% | 0% | 54.16% | 7/5/2024 |
 AIG (AIG) | 0.31% | 0.59% | 47.18% | - |
 Equitable Holdings (EQH) | 0.31% | 0.67% | 41.55% | - |
 Danaher (DHR) | 0.31% | 0% | 17.38% | 10/25/2022 |
 Eagle Materials (EXP) | 0.31% | 0% | 33.05% | 3/4/2025 |
 Sampo (SAMPO.HE) | 0.31% | 0.71% | 41.68% | - |
 Elanco (ELAN) | 0.3% | 0.83% | 46.7% | - |
 Laureate (LAUR) | 0.29% | 1.11% | 30.42% | - |
 Medical Properties Trust (MPT) | 0.28% | 0.53% | 47.18% | - |
 Peabody Energy (BTU) | 0.28% | 0.38% | 47.25% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.28% | 0% | 32.99% | 11/15/2023 |
 Deckers (DECK) | 0.27% | 0% | 22.28% | 3/7/2024 |
 Norfolk Southern (NSC) | 0.27% | 0% | 38.25% | 11/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.25% | 0% | 16.59% | 4/30/2025 |
 Dentsply Sirona (XRAY) | 0.24% | 0% | 51.9% | 1/7/2026 |
 H&R Block (HRB) | 0.23% | 0% | 27.85% | 9/2/2025 |
 Lincoln Electric (LECO) | 0.22% | 0% | 22.28% | 3/7/2024 |
 Haemonetics (HAE) | 0.2% | 0.71% | 30.42% | - |
 Lockheed Martin (LMT) | 0.19% | 0% | 26.81% | 5/22/2026 |
 Cheniere (LNG) | 0.19% | 0% | 21.48% | 9/15/2023 |
 Jazz Pharmaceuticals (JAZZ) | 0.19% | 0% | 27.54% | 6/3/2026 |
 TechnipFMC (FTI) | 0.18% | 0% | 16.03% | 3/7/2024 |
 Swatch (UHR.ZU) | 0.18% | 0% | 28.76% | 9/2/2024 |
 Schlumberger (SLB) | 0.17% | 0% | 14.38% | 5/23/2023 |
 GoDaddy (GDDY) | 0.15% | 0% | 19.22% | 7/18/2025 |
 WEC Energy (WEC) | 0.15% | 0% | 22.15% | 3/3/2026 |
 Axon (AXON) | 0.15% | 0% | 7.89% | 5/10/2022 |
 ThyssenKrupp (TKA.DE) | 0.14% | 0.79% | 19.4% | - |
 Gentex (GNTX) | 0.14% | 0% | 22.03% | 3/4/2025 |
 SPDR S&P Bank ETF (KBE) | 0.13% | 0% | 16.71% | 12/14/2023 |
 Palantir (PLTR) | 0.13% | 0.47% | 20.75% | - |
 National Vision (EYE) | 0.13% | 0.53% | 19.34% | - |
 Williams-Sonoma (WSM) | 0.13% | 0% | 14.87% | 11/6/2024 |
 SKF (SKF-A.ST) | 0.12% | 0.63% | 19.4% | - |
 Microchip (MCHP) | 0.12% | 0.57% | 14.14% | - |
 Burberry (BRBY.L) | 0.11% | 0.5% | 19.28% | - |
 APA (APA) | 0.11% | 0.89% | 14.08% | - |
 Atlas Copco (ATCO-A.ST) | 0.11% | 0.63% | 19.34% | - |
 Coupang (CPNG) | 0.11% | 0.4% | 18.6% | - |
 Adobe (ADBE) | 0.11% | 0.56% | 19.28% | - |
 Wuxi Biologics (02269.HK) | 0.1% | 0% | 7.65% | 5/6/2022 |
 Linde (LIN) | 0.1% | 0% | 11.02% | 3/7/2024 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 0.09% | 1.03% | 12% | - |
 Adidas (ADS.DE) | 0.09% | 0% | 10.95% | 3/7/2024 |
 PayPal (PYPL) | 0.09% | 0% | 7.89% | 5/10/2022 |
 Sainsbury's (SBRY.L) | 0.09% | 0.64% | 14.14% | - |
 Oshkosh (OSK) | 0.08% | 0% | 10.95% | 9/3/2024 |
 TJX (TJX) | 0.07% | 0.59% | 12.97% | - |
 Morgan Stanley (MS) | 0.07% | 0.51% | 12.91% | - |
 Procter & Gamble (PG) | 0.07% | 0.36% | 13.04% | - |
 Boeing (BA) | 0.07% | 0% | 7.96% | 5/11/2022 |
 Ross Stores (ROST) | 0.06% | 0.52% | 13.04% | - |
 Citi (C) | 0.06% | 0% | 7.83% | 5/9/2022 |
 Merck (MRK) | 0.06% | 0.44% | 14.14% | - |
 Peloton (PTON) | 0.05% | 0% | 7.83% | 5/9/2022 |
 AT&T (T.US) | 0.05% | 0.44% | 11.38% | - |
 Meituan (03690.HK) | 0.05% | 0% | 7.65% | 5/6/2022 |
 Nordson (NDSN) | 0.05% | 0.44% | 11.44% | - |
 Southwestern Energy (SWN) | 0.05% | 0% | 7.41% | 10/2/2024 |
 RingCentral (RNG) | 0.05% | 0% | 7.83% | 5/9/2022 |
 AbbVie (ABBV) | 0.05% | 0.4% | 13.04% | - |
 Tkms AG& Co KGaA (TKMS.DE) | 0.04% | 0.26% | 16.16% | - |
 Progressive (PGR) | 0.04% | 0.37% | 11.63% | - |
 Dollar Tree (DLTR) | 0.04% | 0% | 6.49% | 12/19/2025 |
 Vale (VALE) | 0.04% | 0% | 5.32% | 6/3/2024 |
 BNY Mellon (BNY) | 0.03% | 0.37% | 11.32% | - |
 Enel (ENEL.MI) | 0.03% | 0.3% | 11.38% | - |
 Corteva (CTVA) | 0.03% | 0% | 7.65% | 5/15/2026 |
 Applied Materials (AMAT) | 0.03% | 0.22% | 9% | - |
 Amgen (AMGN) | 0.03% | 0.32% | 10.71% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.03% | 0% | 4.1% | 6/3/2024 |
 Costco (COST) | 0.03% | 0.33% | 9% | - |
 Meta (META) | 0.03% | 0.83% | 4.04% | - |
 Alibaba (BABA) | 0.03% | 0% | 7.59% | 5/5/2022 |
 EOG Resources (EOG) | 0.03% | 0.3% | 9.91% | - |
 GM (GM) | 0.03% | 0.13% | 9% | - |
 Berry Plastics (BERY) | 0.03% | 0% | 3.79% | 5/5/2025 |
 Fox (FOXA) | 0.03% | 0.22% | 11.02% | - |
 BBVA (BBVA.MC) | 0.02% | 0.26% | 9.85% | - |
 Eli Lilly (LLY) | 0.02% | 0% | 5.08% | 1/27/2026 |
 LVMH (MC.PA) | 0.02% | 0% | 2.08% | 4/7/2022 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.02% | 0% | 3.86% | 1/30/2026 |
 Texas Instruments (TXN) | 0.02% | 0.38% | 4.9% | - |
 Adtalem (CVSA) | 0.02% | 0.18% | 8.63% | - |
 Travelers (TRV) | 0.02% | 0.22% | 8.57% | - |
 Intesa Sanpaolo (ISP.MI) | 0.01% | 0% | 4.47% | 4/28/2026 |
 Moderna (MRNA) | 0.01% | 0.16% | 8.26% | - |
 Marathon Petroleum (MPC) | 0.01% | 0.2% | 7.34% | - |
 Holcim (HOLN.ZU) | 0.01% | 0% | 5.08% | 4/22/2026 |
 Ferguson (FERG.L) | 0.01% | 0.13% | 8.32% | - |
 NatWest (NWG.L) | 0.01% | 0.15% | 7.83% | - |
 CommScope (VISN) | 0.01% | 0% | 5.51% | 4/29/2026 |
 Booking (BKNG) | 0.01% | 0.13% | 7.77% | - |
 Builders FirstSource (BLDR) | 0.01% | 0.1% | 8.32% | - |
 Curtiss-Wright (CW) | 0.01% | 0.14% | 7.22% | - |
 First Solar (FSLR) | 0.01% | 0% | 6.06% | 6/23/2026 |
 Charles Schwab (SCHW) | 0.01% | 0.2% | 5.39% | - |
 Accenture (ACN) | 0.01% | 0.09% | 7.83% | - |
 Caterpillar (CAT) | 0.01% | 0% | 6.18% | 5/15/2026 |
 Target (TGT) | 0.01% | 0.26% | 3.18% | - |
 Comcast (CMCSA) | 0.01% | 0% | 2.2% | 2/20/2026 |
 Ally (ALLY) | 0.01% | 0.23% | 2.88% | - |
 Space Exploration Technologies Corp (SPCX) | 0.01% | 0.25% | 2.14% | - |
 Intuit (INTU) | 0.01% | 0.21% | 3.18% | - |
 Halliburton (HAL) | 0.01% | 0% | 3.24% | 4/7/2026 |
 Gilead Sciences (GILD) | 0.01% | 0% | 1.77% | 2/20/2026 |
 AstraZeneca (AZN.L) | 0.01% | 0.13% | 4.04% | - |
 Wells Fargo (WFC) | 0% | 0.14% | 3.3% | - |
 Analog Devices (ADI.US) | 0% | 0.12% | 3.3% | - |
 HF Sinclair (DINO) | 0% | 0.18% | 2.88% | - |
 Viatris (VTRS) | 0% | 0.15% | 2.82% | - |
 PBF Energy (PBF) | 0% | 0.17% | 2.88% | - |
 Fiserv (FISV) | 0% | 0.13% | 2.88% | - |
 Goldman Sachs (GS) | 0% | 0% | 2.02% | 5/27/2026 |
 Chevron (CVX.US) | 0% | 0.12% | 2.82% | - |
 Suncor (SU) | 0% | 0.12% | 2.88% | - |
 Verizon (VZ) | 0% | 0% | 1.71% | 5/15/2026 |
 ConocoPhillips (COP) | 0% | 0% | 2.14% | 5/15/2026 |
 Newmont (NEM) | 0% | 0% | 2.33% | 7/2/2026 |
 T-Mobile (TMUS) | 0% | 0% | 2.33% | 7/2/2026 |
 Valero (VLO) | 0% | 0% | 1.16% | 6/3/2026 |
 Dell (DELL) | 0% | 0.13% | 0.67% | - |
 iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | 0% | 0% | 0.06% | 3/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 9.14% | 8.39% |
| PIMCO Active Bond Exchange-Traded Fund (BOND) | 8.3% | 6.83% |
| Microsoft (MSFT) | 3.75% | 6.51% |
| TSMC (TSM) | 2.25% | 4.92% |
| SPDR Gold (GLD) | 4.34% | 4.72% |
| Amazon (AMZN) | 3.35% | 3.6% |
| Scottish Mortgage (SMT.L) | 4.51% | 3.53% |
| Alphabet (GOOG) | 1.28% | 3.24% |
| PIMCO Enhanced Short Maturity (MINT) | 3.75% | 3.16% |
| Bitcoin (BTC) | 3.86% | 2.64% |
| NextEra (NEE) | 2.61% | 2.59% |
| ASML (ASML.NV) | 1.5% | 2.37% |
| iShares MSCI EM ex China UCITS ETF (84X0.DE) | 2.25% | 2.17% |
| Vanguard Real Estate ETF (VNQ) | 2.25% | 1.52% |
| Ahold (AD.NV) | 1.5% | 1.46% |
| KKR (KKR) | 0.75% | 1.46% |
| iShares $ TIPS UCITS ETF (IBC5.DE) | 1.59% | 1.36% |
| Casey's (CASY) | 0.75% | 1.29% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.13% | 1.27% |
| Schneider Electric (SU.PA) | 0.75% | 1.2% |
| Disney (DIS) | 1.85% | 1.2% |
| Zoetis (ZTS) | 1.73% | 1.15% |
| Deere (DE) | 0.75% | 1.15% |
| Adyen (ADYEN.NV) | 1.65% | 1.12% |
| Tritax (BBOX.L) | 1.5% | 1.11% |
| Laureate (LAUR) | 0.75% | 1.07% |
| Evercore (EVR) | 0.75% | 1.05% |
| EA (EA) | 0.75% | 0.94% |
| Ryanair (RYAAY) | 0.78% | 0.91% |
| TD (TD) | 0.75% | 0.9% |
| Novartis (NVS) | 0.75% | 0.87% |
| HICL Infrastructure (HICL.L) | 1.5% | 0.85% |
| Sampo (SAMPO.HE) | 0.75% | 0.81% |
| Elanco (ELAN) | 0.75% | 0.8% |
| 3i Infrastructure (3IN.L) | 0.75% | 0.8% |
| Haemonetics (HAE) | 0.75% | 0.77% |
| Microchip (MCHP) | 0.75% | 0.76% |
| Jazz Pharmaceuticals (JAZZ) | 0.75% | 0.76% |
| Ericsson (ERIC-A.ST) | 0.75% | 0.76% |
| Peabody Energy (BTU) | 0.75% | 0.73% |
| National Vision (EYE) | 0.75% | 0.72% |
| Palantir (PLTR) | 0.9% | 0.72% |
| SL Green (SLG) | 0.75% | 0.71% |
| Equitable Holdings (EQH) | 0.75% | 0.71% |
| Thermo Fisher (TMO) | 0.75% | 0.68% |
| AIG (AIG) | 0.75% | 0.68% |
| Lockheed Martin (LMT) | 0.75% | 0.66% |
| Burberry (BRBY.L) | 0.75% | 0.65% |
| ThyssenKrupp (TKA.DE) | 0.75% | 0.65% |
| Coupang (CPNG) | 1.05% | 0.64% |
| SKF (SKF-A.ST) | 0.75% | 0.64% |
| Sainsbury's (SBRY.L) | 0.75% | 0.63% |
| APA (APA) | 0.75% | 0.63% |
| Adobe (ADBE) | 0.75% | 0.63% |
| AIA (1299.HK) | 0.75% | 0.61% |
| WEC Energy (WEC) | 0.75% | 0.61% |
| Medical Properties Trust (MPT) | 0.75% | 0.57% |
| Atlas Copco (ATCO-A.ST) | 0.6% | 0.56% |
| KraneShares Global Carbon ETF (KRBN) | 0.75% | 0.53% |
| iShares MSCI China UCITS ETF (ICGA.DE) | 0.6% | 0.49% |
| Eli Lilly (LLY) | 0.45% | 0.46% |
| Morgan Stanley (MS) | 0.53% | 0.44% |
| SEQI (SEQI.L) | 0.75% | 0.43% |
| Ross Stores (ROST) | 0.53% | 0.43% |
| TJX (TJX) | 0.53% | 0.43% |
| AbbVie (ABBV) | 0.45% | 0.39% |
| Merck (MRK) | 0.45% | 0.38% |
| Procter & Gamble (PG) | 0.45% | 0.37% |
| Renewables Infrastructure Group (TRIG.L) | 0.75% | 0.31% |
| Tkms AG& Co KGaA (TKMS.DE) | 0% | 0.23% |
| Dentsply Sirona (XRAY) | 0.75% | 0.19% |
Cash & Instruments Over Time
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