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Portfolio Diversification
Range
Most Diversified
15 instruments
April 5, 2023
Least Diversified
8 instruments
August 1, 2025
Average
12.7 instruments
Most Consistent Holdings
Top 5
GOOG100%
AMZN100%
BRK.B100%
SPY5.L100%
SWDA.L100%
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) | 46.51% | 43.71% | 100% | - |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 21.22% | 28.86% | 100% | - |
| Berkshire Hathaway (BRK.B) | 10.48% | 10.04% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 9.29% | 7.43% | 100% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 5.77% | 4.58% | 100% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.48% | 1.88% | 100% | - |
 Invesco Solar ETF (TAN) | 1.3% | 0% | 63.61% | 1/28/2025 |
| Alphabet (GOOG) | 1.26% | 1.43% | 100% | - |
 Pfizer (PFE) | 0.36% | 0% | 63.61% | 1/28/2025 |
| Amazon (AMZN) | 0.33% | 0.26% | 100% | - |
 United Airlines (UAL) | 0.28% | 0% | 63.61% | 1/28/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.24% | 0% | 79.25% | 7/31/2025 |
 Nio (NIO) | 0.08% | 0% | 63.61% | 1/28/2025 |
 Alibaba (BABA) | 0.07% | 0% | 63.61% | 1/28/2025 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.05% | 0% | 66.07% | 5/28/2025 |
 Berkshire Hathaway (BRK.B.RTH) | 0.04% | 0.75% | 9.61% | - |
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% |
| 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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