Portfolio Diversification
Range
Most Diversified
35 instruments
July 15, 2025
Least Diversified
4 instruments
March 7, 2023
Average
21.1 instruments
Most Consistent Holdings
Top 5
GOOG100%
DTE.DE100%
CS.PA100%
GLE.PA100%
CVX99.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 7, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core S&P 500 ETF (IVV) | 16.23% | 17.97% | 92.79% | - |
| Alphabet (GOOG) | 13.32% | 8.73% | 100% | - |
 Amazon (AMZN) | 10.32% | 6.68% | 96.8% | - |
 Meta (META) | 9.37% | 9.18% | 92.91% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 6.27% | 8.26% | 69.45% | - |
 Altria (MO) | 5.91% | 8.59% | 72.65% | - |
 CVS Health (CVS) | 3.62% | 3.05% | 76.43% | - |
 Microsoft (MSFT) | 3.59% | 5.5% | 76.43% | - |
 PayPal (PYPL) | 3.43% | 2.52% | 92.79% | - |
| AXA (CS.PA) | 3.4% | 1.09% | 100% | - |
 Volkswagen (VOW3.DE) | 2.95% | 0.85% | 96.8% | - |
| Societe Generale (GLE.PA) | 2.51% | 0.88% | 100% | - |
 Coca-Cola (KO) | 2.24% | 0.87% | 92.79% | - |
| Deutsche Telekom (DTE.DE) | 2.06% | 0.45% | 100% | - |
 NVIDIA (NVDA) | 2.02% | 4.4% | 52.4% | - |
| Chevron (CVX) | 1.9% | 0.29% | 99.08% | - |
 AT&T (T) | 1.53% | 2.13% | 96.8% | - |
 Verizon (VZ) | 1.24% | 0.87% | 86.61% | - |
 ExxonMobil (XOM) | 1.06% | 0.2% | 96.8% | - |
 Tesla (TSLA) | 1.05% | 0.56% | 18.65% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.84% | 2.27% | 34.9% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.78% | 1.76% | 35.13% | - |
 WP Carey (WPC) | 0.73% | 0.92% | 59.04% | - |
 Alibaba (BABA) | 0.62% | 0.81% | 52.4% | - |
 Berkshire Hathaway (BRK.B) | 0.55% | 1.55% | 40.85% | - |
 Spotify (SPOT) | 0.39% | 1.62% | 30.43% | - |
 Starbucks (SBUX) | 0.29% | 1.22% | 23.68% | - |
 Saab (SAABB.ST) | 0.27% | 2.44% | 16.93% | - |
 Uber (UBER) | 0.2% | 0.57% | 30.43% | - |
 Toyota (TM) | 0.2% | 0.74% | 20.82% | - |
 Palantir (PLTR) | 0.12% | 0% | 6.41% | 2/6/2024 |
 Porsche (P911.DE) | 0.11% | 0.35% | 20.82% | - |
 Leonardo (LDO.MI) | 0.1% | 0.45% | 16.93% | - |
 Realty Income (O) | 0.04% | 0.67% | 6.18% | - |
 Apple (AAPL) | 0.02% | 0.65% | 2.52% | - |
 PepsiCo (PEP) | 0.02% | 0.65% | 2.52% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 ETF (IVV) | 18.77% | 18.84% |
| Alphabet (GOOG) | 10.64% | 12.49% |
| Altria (MO) | 9.9% | 9.53% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 8.76% | 9.06% |
| Amazon (AMZN) | 6.97% | 9.06% |
| Meta (META) | 6.48% | 8.97% |
| Microsoft (MSFT) | 4.31% | 4.05% |
| CVS Health (CVS) | 6.05% | 3.69% |
| PayPal (PYPL) | 2.66% | 3% |
| NVIDIA (NVDA) | 2.81% | 2.45% |
| Schwab US Dividend Equity ETF (SCHD) | 2.97% | 2.36% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.87% | 2.19% |
| Berkshire Hathaway (BRK.B) | 1.98% | 1.66% |
| AT&T (T) | 1.59% | 1.57% |
| AXA (CS.PA) | 1.57% | 1.51% |
| Verizon (VZ) | 1.57% | 1.35% |
| Coca-Cola (KO) | 1.49% | 1.31% |
| WP Carey (WPC) | 1.62% | 1.26% |
| Spotify (SPOT) | 1.32% | 1.11% |
| Alibaba (BABA) | 1.05% | 0.97% |
| Volkswagen (VOW3.DE) | 1.16% | 0.7% |
| Societe Generale (GLE.PA) | 0.83% | 0.69% |
| Deutsche Telekom (DTE.DE) | 0.58% | 0.65% |
| Uber (UBER) | 0.91% | 0.64% |
| Chevron (CVX) | 0.58% | 0.45% |
| ExxonMobil (XOM) | 0.41% | 0.33% |