Portfolio Diversification
Range
Most Diversified
24 instruments
March 28, 2025
Least Diversified
0 instruments
August 26, 2024
Average
13.5 instruments
Most Consistent Holdings
Top 5
CRM99.15%
AAPL95.76%
GOOG95.76%
MSFT95.76%
AMZN95.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 26, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 10.11% | 2.27% | 95.76% | - |
| Apple (AAPL) | 10.06% | 2.45% | 95.76% | - |
 Broadcom (AVGO) | 8.69% | 2.17% | 95.76% | - |
| Amazon (AMZN) | 8.6% | 2.02% | 95.76% | - |
| Salesforce (CRM) | 8.49% | 1.6% | 99.15% | - |
| Alphabet (GOOG) | 8.13% | 1.98% | 95.76% | - |
| Microsoft (MSFT) | 7.47% | 1.84% | 95.76% | - |
 Netflix (NFLX) | 5.64% | 1.95% | 93.64% | - |
 Meta (META) | 5.2% | 1.31% | 93.64% | - |
 Costco (COST) | 4.76% | 1.53% | 93.64% | - |
 AMD (AMD) | 3.76% | 1% | 89.83% | - |
 Tesla (TSLA) | 3.42% | 0.77% | 93.64% | - |
 Rheinmetall (RHM.DE) | 1.35% | 0% | 38.14% | 11/25/2024 |
 iShares Core MSCI Pacific ETF (IPAC) | 1.24% | 7.97% | 15.25% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.23% | 7.65% | 15.25% | - |
 iShares Core MSCI Europe ETF (IEUR) | 0.98% | 6.32% | 15.25% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.98% | 6.33% | 15.25% | - |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.88% | 5.53% | 15.25% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.58% | 3.63% | 15.25% | - |
 Vanguard Growth ETF (VUG) | 0.58% | 3.6% | 15.25% | - |
 Vanguard S&P 500 ETF (VOO) | 0.58% | 3.6% | 15.25% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.58% | 3.59% | 15.25% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.58% | 3.51% | 15.25% | - |
 SAP (SAP) | 0.07% | 0.65% | 10.17% | - |
 Schneider Electric (SU.PA) | 0.06% | 0.62% | 9.75% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 12.77% | 12.1% |
| NVIDIA (NVDA) | 11.17% | 11.67% |
| Broadcom (AVGO) | 9.13% | 11.41% |
| Amazon (AMZN) | 9.58% | 9.97% |
| Alphabet (GOOG) | 9.58% | 9.56% |
| Salesforce (CRM) | 7.98% | 8.42% |
| Microsoft (MSFT) | 9.58% | 8.2% |
| Netflix (NFLX) | 6.38% | 6.91% |
| Meta (META) | 6.38% | 5.94% |
| Costco (COST) | 6.38% | 5.46% |
| AMD (AMD) | 7.82% | 5.35% |
| Tesla (TSLA) | 3.19% | 4.98% |