Portfolio Diversification
Range
Most Diversified
29 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26.1 instruments
Most Consistent Holdings
Top 5
GOOG99.85%
MSFT99.85%
AMZN99.85%
PG99.85%
MA99.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 42.05% | 41.77% | 99.85% | - |
| Microsoft (MSFT) | 5.73% | 6.81% | 99.85% | - |
 Vanguard FTSE Europe ETF (VGK) | 5.23% | 4.52% | 99.85% | - |
| Alphabet (GOOG) | 4.97% | 6.06% | 99.85% | - |
 Costco (COST) | 4.45% | 4.85% | 99.85% | - |
 Vanguard S&P 500 ETF (VOO) | 4.28% | 2.4% | 99.85% | - |
 Amundi CAC 40 (GC40.DE) | 2.74% | 4.82% | 52.52% | - |
 Unilever (ULVR.L) | 2.21% | 1.85% | 99.85% | - |
 NVIDIA (NVDA) | 2.21% | 4.38% | 99.85% | - |
 Air Liquide (AI.PA) | 2.18% | 1.89% | 99.85% | - |
| Mastercard (MA) | 2.02% | 2.09% | 99.85% | - |
 Visa (V) | 2.01% | 2.01% | 99.85% | - |
| Procter & Gamble (PG) | 1.88% | 1.4% | 99.85% | - |
 Airbus (AIR.PA) | 1.74% | 1.37% | 99.85% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 1.69% | 3.48% | 48.02% | - |
 Vanguard Real Estate ETF (VNQ) | 1.4% | 0% | 85.67% | 3/3/2025 |
 GSK (GSK.L) | 1.31% | 0% | 83.38% | 1/30/2025 |
| Amazon (AMZN) | 1.29% | 1.46% | 99.85% | - |
 E.ON (EOAN.DE) | 1.21% | 1.16% | 99.7% | - |
 Disney (DIS) | 1.2% | 0% | 85.75% | 3/3/2025 |
 FedEx (FDX) | 1.06% | 0.73% | 99.7% | - |
 Nestle (NESN.ZU) | 0.93% | 0% | 51.83% | 12/11/2023 |
 BNP Paribas (BNP.PA) | 0.89% | 0% | 47.33% | 10/13/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.6% | 1.21% | 47.87% | - |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.52% | 0% | 33.31% | 4/25/2025 |
 Alibaba (BABA) | 0.51% | 0% | 51.52% | 12/7/2023 |
 Palantir (PLTR) | 0.34% | 0% | 47.33% | 10/13/2023 |
 TotalEnergies (TTE.PA) | 0.32% | 0% | 29.73% | 10/13/2023 |
 Adobe (ADBE) | 0.32% | 0% | 83.38% | 1/30/2025 |
 Xiaomi (1810.HK) | 0.22% | 0% | 17.53% | 8/22/2022 |
 GE (GE) | 0.22% | 0% | 13.19% | 6/23/2022 |
 iShares Core EURO STOXX 50 ETF (CSX5.L) | 0.18% | 1.24% | 14.1% | - |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 0.17% | 1.63% | 10.14% | - |
 Deere (DE) | 0.16% | 0% | 42.45% | 8/8/2025 |
 Netflix (NFLX) | 0.16% | 0% | 47.56% | 10/16/2023 |
 Nepi Rockcastle NV (NRP.NV) | 0.15% | 0.93% | 16.39% | - |
 Energy Transfer (ET) | 0.11% | 0% | 13.19% | 6/23/2022 |
 Segro (SGRO.L) | 0.1% | 0.52% | 16.39% | - |
 Intesa Sanpaolo (ISP.MI) | 0.09% | 0.7% | 14.1% | - |
 Twilio (TWLO) | 0.05% | 0% | 18.83% | 9/13/2022 |
 Vodafone (VOD) | 0.05% | 0% | 18.14% | 2/9/2024 |
 AT&T (T) | 0.05% | 0% | 18.14% | 2/9/2024 |
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% |