Portfolio Diversification
Range
Most Diversified
34 instruments
January 31, 2025
Least Diversified
0 instruments
January 20, 2025
Average
17.5 instruments
Most Consistent Holdings
Top 5
SAOC85.71%
MSFT78.57%
KO78.57%
PEP78.57%
BRK.B78.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 20, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.11% | 0% | 71.43% | 1/31/2025 |
| Microsoft (MSFT) | 5.83% | 0% | 78.57% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 5.68% | 0% | 78.57% | 2/1/2025 |
 Apple (AAPL) | 4.66% | 0% | 71.43% | 2/1/2025 |
 TSMC (TSM) | 3.58% | 0% | 35.71% | 2/1/2025 |
 Meta (META) | 3.26% | 0% | 42.86% | 1/27/2025 |
 Amazon (AMZN) | 3.23% | 0% | 42.86% | 1/27/2025 |
 Alphabet (GOOG) | 2.53% | 0% | 28.57% | 1/31/2025 |
 Novo-Nordisk (NVO) | 2.47% | 0% | 64.29% | 2/1/2025 |
| Aramco (SAOC) | 2.05% | 0% | 85.71% | 2/1/2025 |
 Alibaba (BABA) | 2.03% | 0% | 78.57% | 2/1/2025 |
| PepsiCo (PEP) | 1.92% | 0% | 78.57% | 2/1/2025 |
| Coca-Cola (KO) | 1.89% | 0% | 78.57% | 2/1/2025 |
 Lockheed Martin (LMT) | 1.86% | 0% | 78.57% | 2/1/2025 |
 Netflix (NFLX) | 1.77% | 0% | 64.29% | 1/30/2025 |
 Realty Income (O) | 1.67% | 0% | 35.71% | 2/1/2025 |
 EA (EA) | 1.55% | 0% | 64.29% | 2/1/2025 |
 Nike (NKE) | 1.28% | 0% | 50% | 1/28/2025 |
 AbbVie (ABBV) | 1.25% | 0% | 50% | 1/30/2025 |
 First Solar (FSLR) | 1.1% | 0% | 50% | 1/28/2025 |
 AMD (AMD) | 1.07% | 0% | 42.86% | 1/27/2025 |
 Samsung (SMSN.L) | 0.83% | 0% | 35.71% | 2/1/2025 |
 Adobe (ADBE) | 0.6% | 0% | 28.57% | 2/1/2025 |
 Axcelis (ACLS) | 0.59% | 0% | 28.57% | 2/1/2025 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.55% | 0% | 14.29% | 2/1/2025 |
 Vale (VALE) | 0.54% | 0% | 14.29% | 2/1/2025 |
 Enphase (ENPH) | 0.53% | 0% | 28.57% | 2/1/2025 |
 Microchip (MCHP) | 0.53% | 0% | 28.57% | 2/1/2025 |
 Clear (YOU) | 0.52% | 0% | 28.57% | 2/1/2025 |
 Venture Global Inc (VG) | 0.51% | 0% | 21.43% | 1/27/2025 |
 Procter & Gamble (PG) | 0.36% | 0% | 14.29% | 1/23/2025 |
 Applied Materials (AMAT) | 0.27% | 0% | 28.57% | 2/1/2025 |
 Fortinet (FTNT) | 0.27% | 0% | 28.57% | 2/1/2025 |
 Oracle (ORCL) | 0.19% | 0% | 7.14% | 1/22/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.18% | 0% | 14.29% | 2/1/2025 |
 McDonald's (MCD) | 0.18% | 0% | 7.14% | 1/22/2025 |
 UnitedHealth (UNH) | 0.18% | 0% | 7.14% | 2/1/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.15% | 0% | 14.29% | 2/1/2025 |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 0.14% | 0% | 14.29% | 2/1/2025 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.08% | 0% | 14.29% | 2/1/2025 |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 0.08% | 0% | 14.29% | 2/1/2025 |
 iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 0.07% | 0% | 14.29% | 2/1/2025 |
 iShares USD High Yield Corp Bond UCITS ETF (IS0R.DE) | 0.06% | 0% | 14.29% | 2/1/2025 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 0.06% | 0% | 14.29% | 2/1/2025 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 0.06% | 0% | 14.29% | 2/1/2025 |
 Invesco Physical Gold ETC (8PSG.DE) | 0.04% | 0% | 14.29% | 2/1/2025 |
 iShares S&P 500 EUR Hedged UCITS ETF Acc (IBCF.DE) | 0.03% | 0% | 14.29% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.