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Portfolio Diversification
Range
Most Diversified
15 instruments
April 5, 2023
Least Diversified
0 instruments
April 4, 2026
Average
12.5 instruments
Most Consistent Holdings
Top 5
GOOG99.84%
AMZN99.84%
BRK.B99.84%
SPY5.L99.84%
SWDA.L99.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 46.3% | 43.18% | 99.84% | - |
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 21.6% | 31.34% | 99.84% | - |
| Berkshire Hathaway (BRK.B) | 10.4% | 8.75% | 99.84% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.19% | 7.44% | 99.84% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 5.7% | 4.63% | 99.84% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.45% | 1.77% | 99.84% | - |
| Alphabet (GOOG) | 1.28% | 1.66% | 99.84% | - |
 Invesco Solar ETF (TAN) | 1.24% | 0% | 60.67% | 1/28/2025 |
 Pfizer (PFE) | 0.34% | 0% | 60.67% | 1/28/2025 |
| Amazon (AMZN) | 0.33% | 0.3% | 99.84% | - |
 United Airlines (UAL) | 0.26% | 0% | 60.67% | 1/28/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.23% | 0% | 75.59% | 7/31/2025 |
 Nio (NIO) | 0.07% | 0% | 60.67% | 1/28/2025 |
 Alibaba (BABA) | 0.07% | 0% | 60.67% | 1/28/2025 |
 Berkshire Hathaway (BRK.B.RTH) | 0.07% | 0.66% | 13.63% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.05% | 0% | 63.02% | 5/28/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 44.49% | 45% |
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 30.25% | 27.08% |
| Berkshire Hathaway (BRK.B) | 10.78% | 10.44% |
| Vanguard Total Stock Market ETF (VTI) | 5.44% | 7.69% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 4.34% | 4.8% |
| Vanguard S&P 500 Value ETF (VOOV) | 1.99% | 1.87% |
| Alphabet (GOOG) | 0.99% | 1.54% |
| Amazon (AMZN) | 0.32% | 0.29% |
| Berkshire Hathaway (BRK.B.RTH) | 0.42% | 0.28% |
Cash & Instruments Over Time
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