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Portfolio Diversification
Range
Most Diversified
42 instruments
November 20, 2025
Least Diversified
0 instruments
August 26, 2024
Average
28.6 instruments
Most Consistent Holdings
Top 5
CRM98.73%
GOOG97.75%
MSFT97.75%
NVDA97.75%
AAPL97.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 26, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 5.26% | 2.38% | 97.75% | - |
| Apple (AAPL) | 4.67% | 2.07% | 97.61% | - |
 Broadcom (AVGO) | 4.5% | 1.85% | 97.47% | - |
| Alphabet (GOOG) | 4.29% | 2.11% | 97.75% | - |
 Vanguard FTSE Emerging Markets (VWO) | 4.16% | 5.51% | 71.03% | - |
 iShares Core MSCI Pacific ETF (IPAC) | 4.15% | 5.03% | 71.03% | - |
 Amazon (AMZN) | 4.03% | 1.59% | 97.19% | - |
| Microsoft (MSFT) | 3.81% | 2.42% | 97.75% | - |
| Salesforce (CRM) | 3.77% | 0.37% | 98.73% | - |
 Netflix (NFLX) | 3.23% | 1.44% | 97.05% | - |
 AMD (AMD) | 3.2% | 4.4% | 95.78% | - |
 iShares Core MSCI Europe ETF (IEUR) | 3.18% | 4.05% | 71.03% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.09% | 4.03% | 70.75% | - |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 2.96% | 4.09% | 71.03% | - |
 Meta (META) | 2.82% | 1.62% | 96.91% | - |
 Vanguard Growth ETF (VUG) | 2.7% | 4.67% | 71.03% | - |
 Costco (COST) | 2.41% | 1.13% | 97.05% | - |
 Vanguard S&P 500 ETF (VOO) | 2.36% | 4.15% | 71.03% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.35% | 4.16% | 71.03% | - |
 Tesla (TSLA) | 2.29% | 1.51% | 97.05% | - |
 iShares Core Dividend Growth ETF (DGRO) | 2.29% | 3.91% | 71.03% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.99% | 3.41% | 71.03% | - |
 Equinor (EQNR) | 1.06% | 2.69% | 49.51% | - |
 Schneider Electric (SU.PA) | 0.95% | 2.01% | 69.2% | - |
 JPMorgan (JPM) | 0.85% | 2.3% | 50.77% | - |
 AbbVie (ABBV) | 0.81% | 1.92% | 51.48% | - |
 Procter & Gamble (PG) | 0.79% | 1.23% | 51.34% | - |
 ING (INGA.NV) | 0.74% | 2.13% | 47.68% | - |
 SAP (SAP) | 0.7% | 0.22% | 69.34% | - |
 Chevron (CVX.US) | 0.68% | 1.54% | 50.77% | - |
 PepsiCo (PEP) | 0.67% | 1.32% | 49.79% | - |
 Verizon (VZ) | 0.62% | 1.43% | 50.49% | - |
 ExxonMobil (XOM) | 0.61% | 1.46% | 49.65% | - |
 AT&T (T.US) | 0.59% | 1.03% | 49.93% | - |
 Ethereum (ETH) | 0.57% | 1.56% | 36.01% | - |
 Coca-Cola (KO) | 0.57% | 1.46% | 50.63% | - |
 Johnson & Johnson (JNJ) | 0.52% | 1.43% | 47.82% | - |
 Bitcoin (BTC) | 0.5% | 1.36% | 36.01% | - |
 Home Depot (HD) | 0.48% | 0.83% | 50.35% | - |
 3M (MMM) | 0.47% | 1.71% | 38.12% | - |
 Rheinmetall (RHM.DE) | 0.45% | 0% | 12.66% | 11/25/2024 |
 Equinix (EQIX) | 0.45% | 1.43% | 37.83% | - |
 Wells Fargo (WFC) | 0.37% | 1.13% | 36.99% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI Pacific ETF (IPAC) | 4.52% | 4.62% |
| Vanguard FTSE Emerging Markets (VWO) | 3.95% | 4.14% |
| AMD (AMD) | 3.52% | 3.85% |
| NVIDIA (NVDA) | 2.97% | 3.5% |
| Alphabet (GOOG) | 2.54% | 3.5% |
| Vanguard Growth ETF (VUG) | 3.27% | 3.47% |
| iShares Core MSCI Europe ETF (IEUR) | 2.99% | 3.12% |
| iShares Core DAX UCITS ETF (DAXEX.DE) | 3.05% | 2.98% |
| Broadcom (AVGO) | 2.22% | 2.92% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2.71% | 2.88% |
| Vanguard S&P 500 ETF (VOO) | 2.43% | 2.56% |
| Tesla (TSLA) | 2.26% | 2.52% |
| iShares Core Dividend Growth ETF (DGRO) | 2.29% | 2.31% |
| Vanguard Total Stock Market ETF (VTI) | 2.15% | 2.29% |
| Netflix (NFLX) | 2.54% | 2.29% |
| Salesforce (CRM) | 2.12% | 2.08% |
| Microsoft (MSFT) | 1.98% | 1.94% |
| Apple (AAPL) | 1.69% | 1.87% |
| Amazon (AMZN) | 1.69% | 1.83% |
| Schwab US Dividend Equity ETF (SCHD) | 1.86% | 1.7% |
| JPMorgan (JPM) | 1.69% | 1.68% |
| Meta (META) | 1.69% | 1.66% |
| Equinor (EQNR) | 1.84% | 1.64% |
| AbbVie (ABBV) | 1.69% | 1.64% |
| Schneider Electric (SU.PA) | 1.69% | 1.62% |
| ING (INGA.NV) | 1.41% | 1.48% |
| Procter & Gamble (PG) | 1.69% | 1.44% |
| SAP (SAP) | 1.69% | 1.43% |
| Ethereum (ETH) | 1.41% | 1.34% |
| AT&T (T.US) | 1.55% | 1.29% |
| Chevron (CVX.US) | 1.41% | 1.28% |
| Costco (COST) | 1.41% | 1.23% |
| PepsiCo (PEP) | 1.27% | 1.15% |
| Bitcoin (BTC) | 1.13% | 1.05% |
| ExxonMobil (XOM) | 0.99% | 1% |
| Verizon (VZ) | 1.13% | 0.99% |
| Coca-Cola (KO) | 0.99% | 0.92% |
| Home Depot (HD) | 1.13% | 0.92% |
| Johnson & Johnson (JNJ) | 0.85% | 0.88% |
| Wells Fargo (WFC) | 0.56% | 0.58% |
| 3M (MMM) | 0.56% | 0.51% |
| Equinix (EQIX) | 0.56% | 0.5% |
Cash & Instruments Over Time
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