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Portfolio Diversification
Range
Most Diversified
28 instruments
January 23, 2024
Least Diversified
0 instruments
May 23, 2023
Average
16 instruments
Most Consistent Holdings
Top 5
XOM92.4%
QCOM88.55%
TSM77.89%
VALE57.75%
MPC55.28%
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 |
|---|---|---|---|---|
| ExxonMobil (XOM) | 6.47% | 8.7% | 92.4% | - |
| TSMC (TSM) | 6.43% | 11.7% | 77.89% | - |
| Qualcomm (QCOM) | 6.34% | 3.13% | 88.55% | - |
 Alphabet (GOOG) | 5.21% | 13.74% | 38.5% | - |
| Marathon Petroleum (MPC) | 3.6% | 0% | 55.28% | 12/30/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.42% | 0% | 14.61% | 6/4/2025 |
 Berkshire Hathaway (BRK.B) | 3.12% | 0% | 29.12% | 8/27/2025 |
 Coterra (CTRA) | 2.92% | 0% | 46.69% | 6/23/2025 |
 Caterpillar (CAT) | 2.81% | 0% | 39.09% | 12/30/2024 |
 ADM (ADM) | 2.77% | 0% | 51.04% | 8/19/2025 |
 B2Gold (BTG.US) | 2.75% | 0% | 42.65% | 5/19/2025 |
| Vale (VALE) | 2.59% | 0% | 57.75% | 10/13/2025 |
 Dell (DELL) | 2.58% | 0% | 51.14% | 12/30/2024 |
 Meta (META) | 2.43% | 14.85% | 14.22% | - |
 eBay (EBAY) | 2.37% | 0% | 43.93% | 12/30/2024 |
 LVMH (MC.PA) | 2.33% | 6.71% | 22.61% | - |
 Pfizer (PFE) | 2.14% | 0% | 51.83% | 11/5/2024 |
 Kontoor Brands (KTB) | 2.13% | 0% | 29.42% | 12/30/2024 |
 Chevron (CVX) | 1.84% | 0% | 25.86% | 2/26/2024 |
 Johnson & Johnson (JNJ) | 1.84% | 0% | 23.99% | 2/7/2024 |
 Nike (NKE) | 1.82% | 1.97% | 28.83% | - |
 Kraft Heinz (KHC) | 1.76% | 0% | 50.54% | 11/5/2024 |
 Ralph Lauren (RL) | 1.56% | 0% | 20.63% | 12/30/2024 |
 McKesson (MCK) | 1.52% | 0% | 33.37% | 5/13/2024 |
 Cigna (CI) | 1.49% | 0% | 24.38% | 3/11/2024 |
 Occidental (OXY) | 1.44% | 0% | 25.86% | 2/26/2024 |
 HP (HPQ) | 1.44% | 0% | 25.27% | 2/7/2024 |
 Suncor (SU) | 1.12% | 0% | 21.42% | 6/16/2025 |
 Nucor (NUE) | 1.11% | 0% | 15.2% | 6/3/2025 |
 Porsche (P911.DE) | 1.03% | 2.5% | 25.37% | - |
 Philip Morris (PM) | 0.99% | 0% | 24.38% | 2/26/2024 |
 Zebra (ZBRA) | 0.99% | 0% | 13.82% | 2/26/2024 |
 NYCB (FLG) | 0.97% | 0% | 46.4% | 11/5/2024 |
 Crocs (CROX) | 0.94% | 0% | 36.23% | 12/30/2024 |
 UnitedHealth (UNH) | 0.92% | 3.3% | 18.26% | - |
 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) | 0.91% | 0% | 15.1% | 6/4/2025 |
 Bristol-Myers Squibb (BMY) | 0.81% | 0% | 36.43% | 11/5/2024 |
 Lululemon (LULU) | 0.79% | 1.96% | 25.37% | - |
 Best Buy (BBY) | 0.78% | 0% | 40.47% | 11/5/2024 |
 RenaissanceRe (RNR) | 0.74% | 0% | 15.2% | 6/3/2025 |
 Sirius XM (SIRI) | 0.63% | 0% | 39.78% | 12/30/2024 |
 Devon Energy (DVN) | 0.56% | 0% | 30.11% | 11/11/2024 |
 PayPal (PYPL) | 0.54% | 2.7% | 15.1% | - |
 Paramount (PSKY) | 0.5% | 0% | 32.87% | 11/11/2024 |
 Lowe's (LOW) | 0.45% | 0% | 8.29% | 3/4/2024 |
 PUMA (PUM.DE) | 0.31% | 0% | 5.33% | 10/13/2025 |
 VICI Properties (VICI) | 0.26% | 6.83% | 4.44% | - |
 Allianz (ALV.DE) | 0.21% | 0% | 3.16% | 11/14/2025 |
 Cisco (CSCO) | 0.2% | 0% | 8.29% | 3/4/2024 |
 Cummins (CMI) | 0.19% | 0% | 3.46% | 2/26/2024 |
 Johnson Controls (JCI) | 0.16% | 0% | 5.73% | 2/7/2024 |
 VICI Properties Inc (VICI.RTH) | 0.08% | 0% | 1.97% | 2/9/2026 |
 Micron (MU) | 0% | 4.26% | 0.1% | - |
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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