Portfolio Diversification
Range
Most Diversified
23 instruments
May 24, 2024
Least Diversified
3 instruments
May 10, 2023
Average
18.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
META99.87%
SWDA.L99.61%
NVDA97.9%
AMZN96.85%
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 |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 11.33% | 7.65% | 99.61% | - |
 BlackRock (BLK) | 10.9% | 14.2% | 75.82% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 10.15% | 9.8% | 91.85% | - |
| NVIDIA (NVDA) | 9.53% | 10.45% | 97.9% | - |
| Meta (META) | 9.24% | 8.06% | 99.87% | - |
| Amazon (AMZN) | 6.4% | 5.19% | 96.85% | - |
 Coca-Cola (KO) | 5.03% | 6.31% | 79.5% | - |
 Celsius (CELH) | 3.81% | 0.61% | 86.86% | - |
 Alibaba (BABA) | 3.42% | 5.77% | 64.65% | - |
 Alphabet (GOOG) | 3.29% | 3.06% | 83.97% | - |
| Apple (AAPL) | 3.22% | 1.49% | 100% | - |
 Allianz (ALV.DE) | 2.99% | 3.69% | 79.5% | - |
 Pool Corp. (POOL) | 2.68% | 2.11% | 79.5% | - |
 Netflix (NFLX) | 2.34% | 3.2% | 82.26% | - |
 Alexandria (ARE) | 2.24% | 1.68% | 77.66% | - |
 Mercedes-Benz (MBG.DE) | 2.14% | 1.68% | 79.5% | - |
 SAP (SAP.DE) | 1.93% | 4.12% | 50.72% | - |
 Mondelez (MDLZ) | 1.81% | 2.45% | 65.31% | - |
 Adobe (ADBE) | 1.65% | 1.73% | 67.28% | - |
 Johnson & Johnson (JNJ) | 1.56% | 1.57% | 78.58% | - |
 AT&T (T) | 1.42% | 1.99% | 78.32% | - |
 Main Street Capital (MAIN) | 1.02% | 1.16% | 79.5% | - |
 Vonovia (VNA.DE) | 0.86% | 1.13% | 67.28% | - |
 Home Depot (HD) | 0.39% | 0% | 7.62% | 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% |