Portfolio Diversification
Range
Most Diversified
7 instruments
March 8, 2025
Least Diversified
0 instruments
October 21, 2024
Average
4.1 instruments
Most Consistent Holdings
Top 5
VOO89.51%
SWDA.L88.81%
ISRG69.23%
AMZN65.03%
ASML38.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 21, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 35.38% | 32.66% | 88.81% | - |
| Vanguard S&P 500 ETF (VOO) | 29.57% | 12.74% | 89.51% | - |
| Amazon (AMZN) | 8.03% | 11.91% | 65.03% | - |
| Intuitive Surgical (ISRG) | 7.09% | 9.91% | 69.23% | - |
| ASML (ASML) | 3.72% | 9.96% | 38.46% | - |
 iShares Gold Trust (IAU) | 3.06% | 0% | 24.48% | 12/9/2024 |
 Arista (ANET) | 1.99% | 0% | 23.78% | 2/25/2025 |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.55% | 15.7% | 3.5% | - |
 iShares MDAX UCITS ETF (MDAXEX.DE) | 0.25% | 7.15% | 3.5% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 40.36% | 42.19% |
| Vanguard S&P 500 ETF (VOO) | 36.62% | 37.22% |
| Amazon (AMZN) | 12.9% | 12.25% |
| Intuitive Surgical (ISRG) | 10.01% | 9.68% |