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Portfolio Diversification
Range
Most Diversified
16 instruments
February 20, 2025
Least Diversified
0 instruments
February 2, 2025
Average
12.2 instruments
Most Consistent Holdings
Top 5
HEIA.NV99.68%
GLD99.6%
GIS97.1%
PFE94.85%
SPYD93.8%
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 |
|---|---|---|---|---|
| General Mills (GIS) | 8.11% | 11.51% | 97.1% | - |
| Pfizer (PFE) | 5.73% | 15.68% | 94.85% | - |
 Südzucker (SZU.DE) | 2.12% | 6.75% | 50% | - |
| Heineken (HEIA.NV) | 1.97% | 1.06% | 99.68% | - |
 Invesco Solar ETF (TAN) | 1.78% | 1.22% | 82.21% | - |
 HUGO BOSS (BOSS.DE) | 1.69% | 1.74% | 64.73% | - |
 Mercedes-Benz (MBG.DE) | 1.52% | 2.02% | 52.58% | - |
 ZIM (ZIM) | 1.52% | 0% | 38.97% | 5/29/2024 |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.4% | 0.81% | 93.8% | - |
 Diageo (DGE.L) | 1.3% | 0.52% | 79.79% | - |
| SPDR Gold (GLD) | 1.29% | 0.36% | 99.6% | - |
 Coca-Cola (KO) | 1.26% | 0% | 42.75% | 4/7/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.98% | 11.53% | 8.53% | - |
 BMW (BMW.DE) | 0.84% | 1.06% | 53.46% | - |
 Nokia (NOKIA.HE) | 0.74% | 0% | 44.93% | 11/5/2024 |
 SQM (SQM) | 0.67% | 0.7% | 81.56% | - |
 Adobe (ADBE) | 0.54% | 5.12% | 10.55% | - |
 Novartis (NVS) | 0.51% | 0% | 30.6% | 3/5/2026 |
 EA (EA) | 0.46% | 0% | 12.96% | 8/9/2023 |
 Merck (MRK) | 0.41% | 0% | 27.13% | 1/22/2026 |
 Novo Nordisk (NOVO-B.CO) | 0.34% | 0.56% | 37.92% | - |
 GM (GM) | 0.27% | 0% | 8.45% | 8/10/2023 |
 ThyssenKrupp (TKA.DE) | 0.11% | 0% | 3.3% | 4/10/2024 |
 Apple (AAPL) | 0.08% | 0% | 3.3% | 12/22/2025 |
 Bitcoin (BTC) | 0.03% | 0% | 1.05% | 1/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| General Mills (GIS) | 18.37% | 16.77% |
| Pfizer (PFE) | 15.92% | 15.58% |
| Südzucker (SZU.DE) | 6.12% | 5.66% |
| Invesco Solar ETF (TAN) | 2.45% | 2.77% |
| Mercedes-Benz (MBG.DE) | 2.45% | 2.66% |
| HUGO BOSS (BOSS.DE) | 2.45% | 1.8% |
| Novartis (NVS) | 1.22% | 1.64% |
| Merck (MRK) | 1.22% | 1.58% |
| BMW (BMW.DE) | 1.22% | 1.48% |
| Heineken (HEIA.NV) | 1.22% | 1.15% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.61% | 0.76% |
| SQM (SQM) | 0.61% | 0.67% |
| Novo Nordisk (NOVO-B.CO) | 1.22% | 0.67% |
| Diageo (DGE.L) | 1.22% | 0.58% |
| SPDR Gold (GLD) | 0.24% | 0.37% |
Cash & Instruments Over Time
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