Portfolio Diversification
Range
Most Diversified
25 instruments
December 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.9 instruments
Most Consistent Holdings
Top 5
BAS.DE99.92%
MBG.DE99.92%
ORI99.92%
CNDX.L99.92%
BMW.DE99.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 5, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 12.08% | 13.61% | 99.92% | - |
 Berkshire Hathaway (BRK.B) | 7.81% | 8.79% | 97.7% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 7.39% | 7.12% | 97.7% | - |
| BASF (BAS.DE) | 5.91% | 4.43% | 99.92% | - |
| BMW (BMW.DE) | 5.27% | 3.59% | 99.75% | - |
| Old Republic (ORI) | 5.21% | 3.92% | 99.92% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.93% | 0% | 79.29% | 9/27/2024 |
 Hannover Re (HNR1.DE) | 4.32% | 5.69% | 83.65% | - |
 Vanguard S&P 500 ETF (VOO) | 4.1% | 4.17% | 97.62% | - |
 Vanguard Growth ETF (VUG) | 3.63% | 2.96% | 97.7% | - |
 Rio Tinto (RIO.L) | 3.61% | 2.27% | 99.75% | - |
| Mercedes-Benz (MBG.DE) | 3.15% | 1.89% | 99.92% | - |
 E.ON (EOAN.DE) | 3.11% | 3.24% | 98.85% | - |
 3M (MMM) | 2.92% | 2.95% | 74.45% | - |
 Swiss Re (SREN.ZU) | 2.65% | 4.61% | 65.82% | - |
 Corning (GLW) | 2.61% | 3.92% | 74.45% | - |
 Bayer (BAYN.DE) | 2.6% | 1.24% | 97.7% | - |
 Telefonica Deutschland Holding AG (O2D.DE) | 2.49% | 0% | 65.9% | 4/16/2024 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 2% | 0% | 40.59% | 7/5/2023 |
 BNP Paribas (BNP.PA) | 1.97% | 3.7% | 56.7% | - |
 Unilever (ULVR.L) | 1.74% | 0% | 25.97% | 3/20/2023 |
 Anglo American (AAL.L) | 1.6% | 1.4% | 72.31% | - |
 ING (INGA.NV) | 1.46% | 3.69% | 42.32% | - |
 BlackRock (BLK) | 1.14% | 3.22% | 35% | - |
 Nordea (NDA_SE.ST) | 0.85% | 2.81% | 30.57% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.81% | 0% | 23.17% | 11/25/2022 |
 Linde (LIN) | 0.75% | 0% | 23.17% | 12/23/2022 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.5% | 4.74% | 14.13% | - |
 ASML (ASML) | 0.49% | 1.72% | 26.38% | - |
 Pfizer (PFE) | 0.46% | 2.1% | 18.73% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.45% | 0% | 12% | 6/30/2022 |
 Solventum (SOLV) | 0.21% | 0.62% | 35.17% | - |
 Rio Tinto (RIO) | 0.08% | 0% | 0.82% | 1/14/2022 |
 Danaher (DHR) | 0.06% | 0% | 4.03% | 1/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 12.09% | 12.87% |
| Berkshire Hathaway (BRK.B) | 6.49% | 8.4% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 6.49% | 7.84% |
| Hannover Re (HNR1.DE) | 3.25% | 5.06% |
| BASF (BAS.DE) | 6.49% | 5.04% |
| 3M (MMM) | 4.87% | 4.73% |
| Vanguard S&P 500 ETF (VOO) | 3.9% | 4.49% |
| Swiss Re (SREN.ZU) | 3.25% | 4.4% |
| Old Republic (ORI) | 3.25% | 4.17% |
| BMW (BMW.DE) | 5.19% | 4.08% |
| Corning (GLW) | 3.25% | 4.04% |
| BlackRock (BLK) | 3.25% | 3.68% |
| ING (INGA.NV) | 3.25% | 3.26% |
| Vanguard Growth ETF (VUG) | 2.48% | 3.17% |
| BNP Paribas (BNP.PA) | 3.25% | 3.06% |
| iShares Core DAX UCITS ETF (DAXEX.DE) | 3.25% | 2.81% |
| Rio Tinto (RIO.L) | 3.25% | 2.73% |
| Nordea (NDA_SE.ST) | 3.25% | 2.67% |
| E.ON (EOAN.DE) | 3.25% | 2.65% |
| Pfizer (PFE) | 3.25% | 2.63% |
| Mercedes-Benz (MBG.DE) | 3.25% | 2.23% |
| Anglo American (AAL.L) | 3.25% | 2.03% |
| ASML (ASML) | 2.6% | 1.74% |
| Bayer (BAYN.DE) | 3.25% | 1.15% |
| Solventum (SOLV) | 0% | 0.6% |