Portfolio Diversification
Range
Most Diversified
23 instruments
May 24, 2024
Least Diversified
3 instruments
May 10, 2023
Average
19.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
META99.89%
SWDA.L99.66%
NVDA98.21%
AMZN97.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 10, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 BlackRock (BLK) | 11.61% | 16.5% | 79.4% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10.85% | 11.85% | 99.66% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 10.08% | 10.44% | 93.06% | - |
| NVIDIA (NVDA) | 9.87% | 12.93% | 98.21% | - |
| Meta (META) | 9.06% | 8.22% | 99.89% | - |
| Amazon (AMZN) | 6.2% | 5.17% | 97.31% | - |
 Coca-Cola (KO) | 5.13% | 5.84% | 82.53% | - |
 Alibaba (BABA) | 3.87% | 8.42% | 69.88% | - |
 Celsius (CELH) | 3.35% | 0.88% | 88.8% | - |
 Alphabet (GOOG) | 3.31% | 4.28% | 86.34% | - |
 Allianz (ALV.DE) | 3% | 0% | 80.4% | 10/6/2025 |
| Apple (AAPL) | 2.98% | 1.88% | 100% | - |
 Pool Corp. (POOL) | 2.55% | 0% | 80.4% | 10/6/2025 |
 Netflix (NFLX) | 2.44% | 2.72% | 84.88% | - |
 SAP (SAP.DE) | 2.18% | 3.55% | 58.01% | - |
 Alexandria (ARE) | 2.12% | 0% | 78.84% | 10/6/2025 |
 Mercedes-Benz (MBG.DE) | 2.06% | 1.68% | 82.53% | - |
 Mondelez (MDLZ) | 1.82% | 0% | 68.31% | 10/6/2025 |
 Adobe (ADBE) | 1.62% | 1.47% | 72.12% | - |
 Johnson & Johnson (JNJ) | 1.57% | 1.79% | 81.75% | - |
 AT&T (T) | 1.48% | 1.67% | 81.52% | - |
 Main Street Capital (MAIN) | 1.02% | 0% | 80.4% | 10/6/2025 |
 Vonovia (VNA.DE) | 0.86% | 0% | 69.99% | 10/6/2025 |
 Home Depot (HD) | 0.33% | 0% | 6.49% | 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% |