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Portfolio Diversification
Range
Most Diversified
28 instruments
January 23, 2024
Least Diversified
0 instruments
May 23, 2023
Average
15.8 instruments
Most Consistent Holdings
Top 5
XOM92.49%
QCOM88.92%
TSM79.03%
VALE53.57%
MPC51.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 23, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| TSMC (TSM) | 6.72% | 10.65% | 79.03% | - |
| ExxonMobil (XOM) | 6.48% | 4.08% | 92.49% | - |
| Qualcomm (QCOM) | 6.09% | 4.19% | 88.92% | - |
 Alphabet (GOOG) | 5.75% | 13.34% | 42.49% | - |
| Marathon Petroleum (MPC) | 3.34% | 0% | 51.28% | 12/30/2024 |
 Berkshire Hathaway (BRK.B) | 3.21% | 8.54% | 31.96% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.17% | 0% | 13.55% | 6/4/2025 |
 Meta (META) | 3.11% | 10.73% | 19.96% | - |
 Coterra (CTRA) | 2.71% | 0% | 43.32% | 6/23/2025 |
 Caterpillar (CAT) | 2.61% | 0% | 36.26% | 12/30/2024 |
 LVMH (MC.PA) | 2.59% | 9.72% | 27.66% | - |
 ADM (ADM) | 2.57% | 0% | 47.34% | 8/19/2025 |
 B2Gold (BTG.US) | 2.55% | 0% | 39.56% | 5/19/2025 |
| Vale (VALE) | 2.4% | 0% | 53.57% | 10/13/2025 |
 Dell (DELL) | 2.39% | 0% | 47.44% | 12/30/2024 |
 eBay (EBAY) | 2.2% | 0% | 40.75% | 12/30/2024 |
 Pfizer (PFE) | 1.99% | 0% | 48.08% | 11/5/2024 |
 Kontoor Brands (KTB) | 1.97% | 0% | 27.29% | 12/30/2024 |
 Nike (NKE) | 1.78% | 1.18% | 33.52% | - |
 Chevron (CVX.US) | 1.71% | 0% | 23.99% | 2/26/2024 |
 Johnson & Johnson (JNJ) | 1.7% | 0% | 22.25% | 2/7/2024 |
 Kraft Heinz (KHC) | 1.63% | 0% | 46.89% | 11/5/2024 |
 Ralph Lauren (RL) | 1.45% | 0% | 19.14% | 12/30/2024 |
 McKesson (MCK) | 1.41% | 0% | 30.95% | 5/13/2024 |
 Cigna (CI) | 1.39% | 0% | 22.62% | 3/11/2024 |
 Occidental (OXY) | 1.33% | 0% | 23.99% | 2/26/2024 |
 HP (HPQ) | 1.33% | 0% | 23.44% | 2/7/2024 |
 Porsche (P911.DE) | 1.2% | 7.13% | 30.31% | - |
 UnitedHealth (UNH) | 1.07% | 3.41% | 23.72% | - |
 Suncor (SU) | 1.04% | 0% | 19.87% | 6/16/2025 |
 Nucor (NUE) | 1.03% | 0% | 14.1% | 6/3/2025 |
 Philip Morris (PM) | 0.92% | 0% | 22.62% | 2/26/2024 |
 Zebra (ZBRA) | 0.91% | 0% | 12.82% | 2/26/2024 |
 NYCB (FLG) | 0.9% | 0% | 43.04% | 11/5/2024 |
 Crocs (CROX) | 0.87% | 0% | 33.61% | 12/30/2024 |
 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 0.85% | 0% | 14.01% | 6/4/2025 |
 Lululemon (LULU) | 0.83% | 1.12% | 30.31% | - |
 Bristol-Myers Squibb (BMY) | 0.76% | 0% | 33.79% | 11/5/2024 |
 Best Buy (BBY) | 0.72% | 0% | 37.55% | 11/5/2024 |
 RenaissanceRe (RNR) | 0.68% | 0% | 14.1% | 6/3/2025 |
 PayPal (PYPL) | 0.64% | 0% | 19.78% | 5/13/2026 |
 Microsoft (MSFT) | 0.63% | 11.04% | 5.68% | - |
 Micron (MU) | 0.59% | 13.22% | 6.87% | - |
 Sirius XM (SIRI) | 0.58% | 0% | 36.9% | 12/30/2024 |
 VICI Properties (VICI) | 0.58% | 0% | 9.89% | 5/13/2026 |
 Devon Energy (DVN) | 0.52% | 0% | 27.93% | 11/11/2024 |
 Paramount (PSKY) | 0.46% | 0% | 30.49% | 11/11/2024 |
 Lowe's (LOW) | 0.41% | 0% | 7.69% | 3/4/2024 |
 PUMA (PUM.DE) | 0.28% | 0% | 4.95% | 10/13/2025 |
 Allianz (ALV.DE) | 0.19% | 0% | 2.93% | 11/14/2025 |
 Cisco (CSCO) | 0.19% | 0% | 7.69% | 3/4/2024 |
 Cummins (CMI) | 0.18% | 0% | 3.21% | 2/26/2024 |
 Johnson Controls (JCI) | 0.15% | 0% | 5.31% | 2/7/2024 |
 Microsoft (MSFT.RTH) | 0.09% | 0% | 2.2% | 4/14/2026 |
 VICI Properties Inc (VICI.RTH) | 0.07% | 0% | 1.83% | 2/9/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 24.52% | 20.01% |
| Alphabet (GOOG) | 13.66% | 19.05% |
| TSMC (TSM) | 11.6% | 13.81% |
| LVMH (MC.PA) | 10.18% | 11.37% |
| Qualcomm (QCOM) | 10.93% | 10.38% |
| ExxonMobil (XOM) | 9.83% | 9.12% |
| UnitedHealth (UNH) | 5.73% | 5.01% |
| Porsche (P911.DE) | 4.44% | 3.99% |
| Lululemon (LULU) | 4.21% | 3.15% |
| Nike (NKE) | 3.57% | 2.9% |
Cash & Instruments Over Time
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