Portfolio Diversification
Range
Most Diversified
29 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26.2 instruments
Most Consistent Holdings
Top 5
GOOG99.83%
MSFT99.83%
AMZN99.83%
PG99.83%
MA99.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 42.01% | 46.76% | 99.83% | - |
| Microsoft (MSFT) | 5.69% | 4.83% | 99.83% | - |
 Vanguard FTSE Europe ETF (VGK) | 5.31% | 4.42% | 99.83% | - |
| Alphabet (GOOG) | 4.98% | 4.37% | 99.83% | - |
 Vanguard S&P 500 ETF (VOO) | 4.5% | 2.13% | 99.83% | - |
 Costco (COST) | 4.36% | 5.51% | 99.83% | - |
 Amundi CAC 40 (GC40.DE) | 2.47% | 4.79% | 46.89% | - |
 Unilever (ULVR.L) | 2.26% | 2.02% | 99.83% | - |
 Air Liquide (AI.PA) | 2.2% | 2.02% | 99.83% | - |
| Mastercard (MA) | 2.02% | 1.98% | 99.83% | - |
 Visa (V) | 2% | 2.07% | 99.83% | - |
 NVIDIA (NVDA) | 1.99% | 2.84% | 99.83% | - |
| Procter & Gamble (PG) | 1.93% | 1.64% | 99.83% | - |
 Airbus (AIR.PA) | 1.79% | 1.08% | 99.83% | - |
 Vanguard Real Estate ETF (VNQ) | 1.57% | 0% | 95.82% | 3/3/2025 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 1.49% | 3.1% | 41.94% | - |
 GSK (GSK.L) | 1.47% | 0% | 93.27% | 1/30/2025 |
 Disney (DIS) | 1.34% | 0% | 95.91% | 3/3/2025 |
| Amazon (AMZN) | 1.28% | 1.17% | 99.83% | - |
 E.ON (EOAN.DE) | 1.21% | 1.29% | 99.74% | - |
 FedEx (FDX) | 1.1% | 0.74% | 99.74% | - |
 Nestle (NESN.ZU) | 1.04% | 0% | 57.97% | 12/11/2023 |
 BNP Paribas (BNP.PA) | 1% | 0% | 52.94% | 10/13/2023 |
 Alibaba (BABA) | 0.57% | 0% | 57.63% | 12/7/2023 |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.57% | 1.23% | 36.74% | - |
 iShares Core MSCI Europe ETF (IEUR) | 0.52% | 1.2% | 41.77% | - |
 Palantir (PLTR) | 0.39% | 0% | 52.94% | 10/13/2023 |
 TotalEnergies (TTE.PA) | 0.36% | 0% | 33.25% | 10/13/2023 |
 Adobe (ADBE) | 0.36% | 0% | 93.27% | 1/30/2025 |
 Xiaomi (1810.HK) | 0.24% | 0% | 19.61% | 8/22/2022 |
 GE (GE) | 0.24% | 0% | 14.75% | 6/23/2022 |
 Netflix (NFLX) | 0.18% | 0% | 53.2% | 10/16/2023 |
 Deere (DE) | 0.14% | 0.39% | 38.02% | - |
 Energy Transfer (ET) | 0.13% | 0% | 14.75% | 6/23/2022 |
 Nepi Rockcastle NV (NRP.NV) | 0.06% | 0.92% | 6.48% | - |
 Twilio (TWLO) | 0.06% | 0% | 21.06% | 9/13/2022 |
 Vodafone (VOD) | 0.06% | 0% | 20.29% | 2/9/2024 |
 AT&T (T) | 0.05% | 0% | 20.29% | 2/9/2024 |
 iShares Core EURO STOXX 50 ETF (CSX5.L) | 0.05% | 1.21% | 3.92% | - |
 Segro (SGRO.L) | 0.04% | 0.65% | 6.56% | - |
 Intesa Sanpaolo (ISP.MI) | 0.03% | 0.61% | 3.92% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 33% | 42.32% |
| Microsoft (MSFT) | 3.67% | 5.72% |
| Alphabet (GOOG) | 3.98% | 5.62% |
| Costco (COST) | 4.07% | 5.24% |
| Amundi CAC 40 (GC40.DE) | 8.02% | 4.92% |
| Vanguard FTSE Europe ETF (VGK) | 6.46% | 4.15% |
| NVIDIA (NVDA) | 1.02% | 3.9% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 5.17% | 3.77% |
| Vanguard S&P 500 ETF (VOO) | 2.27% | 2.45% |
| Mastercard (MA) | 1.62% | 2.09% |
| Visa (V) | 1.87% | 2.05% |
| Unilever (ULVR.L) | 3.34% | 1.97% |
| Air Liquide (AI.PA) | 2.58% | 1.84% |
| Procter & Gamble (PG) | 2.25% | 1.67% |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 2.65% | 1.64% |
| Amazon (AMZN) | 2.05% | 1.53% |
| Airbus (AIR.PA) | 1.23% | 1.22% |
| Disney (DIS) | 2.56% | 1.18% |
| GSK (GSK.L) | 2.8% | 1.16% |
| iShares Core MSCI Europe ETF (IEUR) | 1.98% | 1.12% |
| FedEx (FDX) | 1.07% | 1.04% |
| Vanguard Real Estate ETF (VNQ) | 2.04% | 1.02% |
| E.ON (EOAN.DE) | 1.58% | 0.97% |
| Deere (DE) | 0.64% | 0.38% |
| Adobe (ADBE) | 0.76% | 0.29% |