Portfolio Diversification
Range
Most Diversified
23 instruments
May 24, 2024
Least Diversified
3 instruments
May 10, 2023
Average
18.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
META99.85%
SWDA.L99.56%
NVDA97.67%
AMZN96.51%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 11.72% | 7.75% | 99.56% | - |
 BlackRock (BLK) | 10.54% | 14.77% | 73.26% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 10.2% | 9.66% | 90.99% | - |
| NVIDIA (NVDA) | 9.55% | 8.55% | 97.67% | - |
| Meta (META) | 9.43% | 7.25% | 99.85% | - |
| Amazon (AMZN) | 6.55% | 5.05% | 96.51% | - |
 Coca-Cola (KO) | 4.85% | 6.66% | 77.33% | - |
 Celsius (CELH) | 4.15% | 0.57% | 85.47% | - |
| Apple (AAPL) | 3.4% | 1.79% | 100% | - |
 Alphabet (GOOG) | 3.33% | 2.91% | 82.27% | - |
 Alibaba (BABA) | 3.11% | 6.97% | 60.9% | - |
 Allianz (ALV.DE) | 2.89% | 3.97% | 77.33% | - |
 Pool Corp. (POOL) | 2.72% | 2.5% | 77.33% | - |
 Alexandria (ARE) | 2.28% | 2.26% | 75.29% | - |
 Netflix (NFLX) | 2.26% | 2.6% | 80.38% | - |
 Mercedes-Benz (MBG.DE) | 2.18% | 1.91% | 77.33% | - |
 Mondelez (MDLZ) | 1.73% | 2.54% | 61.63% | - |
 SAP (SAP.DE) | 1.69% | 4.15% | 45.49% | - |
 Adobe (ADBE) | 1.63% | 1.79% | 63.81% | - |
 Johnson & Johnson (JNJ) | 1.56% | 1.63% | 76.31% | - |
 AT&T (T) | 1.35% | 2.09% | 76.02% | - |
 Main Street Capital (MAIN) | 1% | 1.21% | 77.33% | - |
 Vonovia (VNA.DE) | 0.82% | 1.04% | 63.81% | - |
 Home Depot (HD) | 0.43% | 0% | 8.43% | 12/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| BlackRock (BLK) | 14.02% | 15.73% |
| NVIDIA (NVDA) | 8.59% | 10.4% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 9.72% | 10.14% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 7.68% | 8.07% |
| Meta (META) | 6.69% | 7.26% |
| Coca-Cola (KO) | 6.7% | 5.81% |
| Amazon (AMZN) | 4.21% | 5.64% |
| Alibaba (BABA) | 5.1% | 4.55% |
| SAP (SAP.DE) | 3.76% | 3.89% |
| Alphabet (GOOG) | 3.13% | 3.48% |
| Allianz (ALV.DE) | 3.07% | 3.22% |
| Pool Corp. (POOL) | 3.33% | 2.62% |
| Netflix (NFLX) | 1.38% | 2.47% |
| Alexandria (ARE) | 3.5% | 2.38% |
| Mondelez (MDLZ) | 3.57% | 2.29% |
| Adobe (ADBE) | 3.42% | 2.06% |
| Apple (AAPL) | 1.72% | 2% |
| Mercedes-Benz (MBG.DE) | 2.86% | 1.92% |
| AT&T (T) | 1.43% | 1.69% |
| Johnson & Johnson (JNJ) | 1.99% | 1.52% |
| Main Street Capital (MAIN) | 1.05% | 1.23% |
| Vonovia (VNA.DE) | 1.37% | 1.22% |
| Celsius (CELH) | 1.53% | 0.41% |