Portfolio Diversification
Range
Most Diversified
35 instruments
June 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.8 instruments
Most Consistent Holdings
Top 5
GOOG99.72%
META99.72%
MSFT99.72%
AMZN99.72%
DIS99.72%
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 |
|---|---|---|---|---|
 Inditex (ITX.MC) | 8.66% | 6.67% | 93.46% | - |
| Alphabet (GOOG) | 7.67% | 11.02% | 99.72% | - |
| Meta (META) | 7.09% | 8.34% | 99.72% | - |
| Microsoft (MSFT) | 5.96% | 5.09% | 99.72% | - |
 BlackStone (BX) | 4.98% | 4.14% | 99.72% | - |
 Holcim (HOLN.ZU) | 4.25% | 3.33% | 98.81% | - |
| Amazon (AMZN) | 3.83% | 3.34% | 99.72% | - |
 Brookfield (BN.US) | 3.63% | 3.98% | 91.57% | - |
 UBS (UBSG.ZU) | 3.37% | 3.88% | 99.72% | - |
 Caterpillar (CAT) | 3.24% | 4.9% | 95.08% | - |
 ABB (ABBN.ZU) | 3.19% | 4.2% | 95.08% | - |
| Disney (DIS) | 2.69% | 1.91% | 99.72% | - |
 Swiss Re (SREN.ZU) | 2.59% | 4.11% | 82.71% | - |
 BMW (BMW.DE) | 2.57% | 0% | 73.72% | 12/16/2024 |
 Richemont (CFR.ZU) | 2.26% | 0% | 80.39% | 4/4/2025 |
 Palantir (PLTR) | 2.03% | 0% | 62.4% | 7/8/2024 |
 Vonovia (VNA.DE) | 2.02% | 2.27% | 81.52% | - |
 Berkshire Hathaway (BRK.B) | 1.84% | 0% | 70.56% | 5/14/2025 |
 Ford (F) | 1.7% | 0% | 62.4% | 7/8/2024 |
 Intel (INTC) | 1.68% | 0% | 51.3% | 1/30/2024 |
 Wix (WIX) | 1.64% | 0% | 65.28% | 3/5/2025 |
 Bitcoin (BTC) | 1.61% | 9.16% | 39.63% | - |
 Apollo (APO) | 1.6% | 2.09% | 88.48% | - |
 LVMH (MC.PA) | 1.19% | 1.28% | 57.13% | - |
 3M (MMM) | 1.01% | 0% | 43.01% | 7/8/2024 |
 Paramount (PSKY) | 0.98% | 0% | 51.3% | 1/30/2024 |
 Qualcomm (QCOM) | 0.96% | 0% | 64.02% | 1/27/2025 |
 Icahn Enterprises (IEP) | 0.93% | 0% | 23.89% | 12/28/2022 |
 Logitech (LOGN.ZU) | 0.89% | 0% | 41.6% | 9/27/2023 |
 Wise (WISE.L) | 0.74% | 0.52% | 92.48% | - |
 Interactive Brokers Group (IBKR) | 0.64% | 2.98% | 26.35% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.6% | 1.45% | 37.32% | - |
 Tencent (0700.HK) | 0.6% | 0% | 17.08% | 9/8/2022 |
 BASF (BAS.DE) | 0.6% | 0% | 41.88% | 9/19/2025 |
 Prosus (PRX.NV) | 0.49% | 0% | 16.87% | 12/15/2022 |
 Brookfield (BAM) | 0.49% | 0% | 53.34% | 1/21/2025 |
 Host Hotels (HST) | 0.48% | 2.73% | 19.18% | - |
 Baidu (BIDU) | 0.46% | 0% | 14.9% | 8/3/2022 |
 Boeing (BA) | 0.4% | 1.69% | 25.23% | - |
 Markel (MKL) | 0.38% | 1.81% | 22.07% | - |
 Nestle (NESN.ZU) | 0.34% | 1.16% | 25.79% | - |
 Bilfinger (GBF.DE) | 0.34% | 0% | 11.45% | 6/13/2022 |
 Adyen (ADYEN.NV) | 0.34% | 0% | 35.56% | 1/13/2025 |
 ProSiebenSat.1 (PSM.DE) | 0.34% | 0% | 25.79% | 9/27/2023 |
 Alibaba (BABA) | 0.31% | 0% | 17.01% | 9/7/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.3% | 0% | 27.9% | 9/23/2025 |
 Mondelez (MDLZ) | 0.3% | 0% | 16.87% | 9/19/2025 |
 Telefonica (TEF.MC) | 0.28% | 1.1% | 18.41% | - |
 Lam Research (LRCX) | 0.27% | 0% | 16.23% | 8/23/2022 |
 UnitedHealth (UNH) | 0.25% | 1.59% | 15.46% | - |
 Chubb (CB) | 0.25% | 1.28% | 20.52% | - |
 GM (GM) | 0.24% | 0% | 11.52% | 12/19/2024 |
 Vale (VALE) | 0.22% | 0% | 6.47% | 4/21/2022 |
 HarbourVest (HVPE.L) | 0.2% | 0% | 7.03% | 4/11/2022 |
 Volkswagen (VOW3.DE) | 0.2% | 0% | 17.64% | 6/7/2024 |
 AMD (AMD) | 0.19% | 0% | 6.11% | 3/29/2022 |
 Ams (AMS.ZU) | 0.19% | 0% | 7.73% | 4/21/2022 |
 Energy Transfer (ET) | 0.18% | 0% | 10.47% | 6/17/2022 |
 Fintech Acquisition Corp. V (FTCV) | 0.15% | 0% | 4.64% | 3/8/2022 |
 Global X Uranium ETF (URA) | 0.12% | 0% | 14.05% | 8/21/2024 |
 UMG (UMG.NV) | 0.12% | 0% | 12.79% | 5/14/2025 |
 TSMC (TSM) | 0.12% | 0% | 8.85% | 11/12/2024 |
 Uber (UBER) | 0.12% | 0% | 6.75% | 5/14/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.12% | 0% | 10.33% | 12/5/2024 |
 Adobe (ADBE) | 0.1% | 0% | 8.36% | 3/27/2025 |
 Rio Tinto (RIO.L) | 0.1% | 0% | 7.8% | 5/10/2022 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.09% | 0% | 5.41% | 1/28/2025 |
 Sinopec (0386.HK) | 0.09% | 0% | 7.8% | 5/11/2022 |
 Franklin FTSE India ETF (FLIN) | 0.09% | 0% | 5.97% | 10/4/2024 |
 Porsche (PAH3.DE) | 0.08% | 0% | 17.64% | 6/7/2024 |
 Tesla (TSLA) | 0.08% | 0% | 10.05% | 6/20/2024 |
 Douglas AG (DOU.DE) | 0.07% | 1.06% | 6.61% | - |
 Pfizer (PFE) | 0.07% | 0% | 6.11% | 3/29/2022 |
 Carrier (CARR) | 0.07% | 0.99% | 6.25% | - |
 Marvell (MRVL) | 0.05% | 0% | 4.5% | 2/7/2025 |
 Alibaba (9988.HK) | 0.04% | 0% | 6.18% | 3/30/2022 |
 Williams-Sonoma (WSM) | 0.04% | 0% | 9.77% | 10/27/2022 |
 Aker BP (AKRBP.OL) | 0.04% | 0.53% | 6.61% | - |
 eToro Group LTD (ETOR) | 0.04% | 0.43% | 7.24% | - |
 Fiverr (FVRR) | 0.03% | 0% | 3.09% | 12/15/2022 |
 SPDR S&P Homebuilders ETF (XHB) | 0.03% | 0% | 2.46% | 3/5/2025 |
 Investec (INVP.L) | 0.02% | 0% | 1.26% | 1/18/2022 |
 Renovaro (LNAI) | 0.02% | 0% | 5.13% | 7/9/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.02% | 0% | 0.91% | 1/13/2022 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.02% | 0% | 1.97% | 4/7/2025 |
 Nio (NIO) | 0.02% | 0% | 1.26% | 1/18/2022 |
 Madrigal (MDGL) | 0.01% | 0% | 7.8% | 7/8/2024 |
 Cardano (ADA) | 0.01% | 0% | 1.19% | 1/17/2022 |
 Arrival (ARVLF) | 0.01% | 0% | 1.05% | 5/10/2022 |
 KKR (KKR) | 0.01% | 0% | 0.35% | 3/10/2025 |
 Solventum (SOLV) | 0% | 0% | 0.7% | 4/12/2024 |
 Loomis (LOOMIS.ST) | 0% | 0% | 0.28% | 12/20/2024 |
 Accelleron (ACLN.ZU) | 0% | 0% | 1.55% | 10/27/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 4.54% | 9.07% |
| Alphabet (GOOG) | 7.81% | 8.26% |
| Inditex (ITX.MC) | 4.33% | 6.75% |
| BlackStone (BX) | 5.07% | 5.7% |
| Microsoft (MSFT) | 4.98% | 5.45% |
| LVMH (MC.PA) | 7.56% | 4.66% |
| Holcim (HOLN.ZU) | 3.53% | 4.4% |
| Swiss Re (SREN.ZU) | 4.59% | 4.21% |
| Brookfield (BN.US) | 4.74% | 4.06% |
| Amazon (AMZN) | 4.14% | 3.91% |
| ABB (ABBN.ZU) | 3.07% | 3.38% |
| Wix (WIX) | 1.51% | 3.26% |
| Caterpillar (CAT) | 2.52% | 3.15% |
| UBS (UBSG.ZU) | 2.52% | 3% |
| Apollo (APO) | 2.02% | 2.88% |
| Berkshire Hathaway (BRK.B) | 3.02% | 2.76% |
| Vonovia (VNA.DE) | 3.1% | 2.57% |
| Disney (DIS) | 3.33% | 2.31% |
| SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 3.65% | 2.29% |
| Richemont (CFR.ZU) | 2.7% | 2.06% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.77% | 1.74% |
| Bitcoin (BTC) | 1.76% | 1.65% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 2.22% | 1.59% |
| BASF (BAS.DE) | 2.52% | 1.57% |
| Marvell (MRVL) | 1.76% | 1.14% |
| UMG (UMG.NV) | 1.51% | 1.03% |
| Nestle (NESN.ZU) | 1.51% | 1% |
| Adyen (ADYEN.NV) | 0.76% | 0.97% |
| Interactive Brokers Group (IBKR) | 1.51% | 0.97% |
| Brookfield (BAM) | 0% | 0.96% |
| Adobe (ADBE) | 1.51% | 0.95% |
| Wise (WISE.L) | 0.5% | 0.75% |
| Boeing (BA) | 1.01% | 0.65% |
| Qualcomm (QCOM) | 1.01% | 0.6% |