Portfolio Diversification
Range
Most Diversified
25 instruments
December 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
BAS.DE99.91%
MBG.DE99.91%
ORI99.91%
CNDX.L99.91%
BMW.DE99.73%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 5, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 12.05% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 7.67% | 0% | 97.44% | 2/1/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 7.41% | 0% | 97.44% | 2/1/2025 |
| BASF (BAS.DE) | 6% | 0% | 99.91% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 5.49% | 0% | 88.37% | 9/27/2024 |
| BMW (BMW.DE) | 5.44% | 0% | 99.73% | 2/1/2025 |
| Old Republic (ORI) | 5.33% | 0% | 99.91% | 2/1/2025 |
 Hannover Re (HNR1.DE) | 4.18% | 0% | 81.78% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 4.09% | 0% | 97.34% | 2/1/2025 |
 Rio Tinto (RIO.L) | 3.74% | 0% | 99.73% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 3.72% | 0% | 97.44% | 2/1/2025 |
| Mercedes-Benz (MBG.DE) | 3.26% | 0% | 99.91% | 2/1/2025 |
 E.ON (EOAN.DE) | 3.12% | 0% | 98.72% | 2/1/2025 |
 3M (MMM) | 2.9% | 0% | 71.52% | 2/1/2025 |
 Telefonica Deutschland Holding AG (O2D.DE) | 2.78% | 0% | 73.44% | 4/16/2024 |
 Bayer (BAYN.DE) | 2.77% | 0% | 97.44% | 2/1/2025 |
 Corning (GLW) | 2.48% | 0% | 71.52% | 2/1/2025 |
 Swiss Re (SREN.ZU) | 2.41% | 0% | 61.9% | 2/1/2025 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 2.23% | 0% | 45.24% | 7/5/2023 |
 Unilever (ULVR.L) | 1.93% | 0% | 28.94% | 3/20/2023 |
 BNP Paribas (BNP.PA) | 1.78% | 0% | 51.74% | 2/1/2025 |
 Anglo American (AAL.L) | 1.58% | 0% | 69.14% | 2/1/2025 |
 ING (INGA.NV) | 1.22% | 0% | 35.71% | 2/1/2025 |
 BlackRock (BLK) | 0.91% | 0% | 27.56% | 2/1/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.91% | 0% | 25.82% | 11/25/2022 |
 Linde (LIN) | 0.84% | 0% | 25.82% | 12/23/2022 |
 Nordea (NDA_SE.ST) | 0.63% | 0% | 22.62% | 2/1/2025 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.5% | 0% | 13.37% | 6/30/2022 |
 ASML (ASML) | 0.35% | 0% | 17.95% | 2/1/2025 |
 Pfizer (PFE) | 0.25% | 0% | 9.43% | 2/1/2025 |
 Solventum (SOLV) | 0.17% | 0% | 27.75% | 2/1/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.12% | 0% | 4.3% | 2/1/2025 |
 Rio Tinto (RIO) | 0.09% | 0% | 0.92% | 1/14/2022 |
 Danaher (DHR) | 0.06% | 0% | 4.49% | 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% |