Portfolio Diversification
Range
Most Diversified
62 instruments
July 10, 2025
Least Diversified
0 instruments
February 2, 2025
Average
51.7 instruments
Most Consistent Holdings
Top 5
MSFT99.9%
HD99.9%
MCD99.9%
BAS.DE99.9%
ALV.DE99.9%
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 |
|---|---|---|---|---|
 Deutsche Telekom (DTE.DE) | 3.65% | 2.6% | 99.79% | - |
 Munich Re (MUV2.DE) | 3.61% | 1.3% | 99.79% | - |
| Allianz (ALV.DE) | 3.52% | 1.75% | 99.9% | - |
 RWE (RWE.DE) | 3.46% | 2.65% | 99.9% | - |
 Mondelez (MDLZ) | 3.24% | 2.49% | 99.9% | - |
 Linde (LIN) | 2.91% | 0% | 49.33% | 5/2/2024 |
 Mercedes-Benz (MBG.DE) | 2.58% | 1.51% | 99.9% | - |
 Deutsche Post (DHL.DE) | 2.25% | 1.62% | 99.9% | - |
| McDonald's (MCD) | 2.24% | 1.89% | 99.9% | - |
 Siemens (SIE.DE) | 2.18% | 1.67% | 87.64% | - |
 Apple (AAPL) | 2.17% | 0% | 59.01% | 8/5/2024 |
 LVMH (MC.PA) | 2.16% | 0.89% | 99.9% | - |
 Walmart (WMT) | 1.99% | 1.52% | 88.16% | - |
 BlackRock (BLK) | 1.86% | 1.6% | 73.22% | - |
 Airbus (AIR.PA) | 1.83% | 1.41% | 72.4% | - |
 Shell (SHEL.L) | 1.81% | 1.3% | 99.9% | - |
 Rheinmetall (RHM.DE) | 1.8% | 1.35% | 59.84% | - |
 Mastercard (MA) | 1.49% | 0% | 84.04% | 4/7/2025 |
 BAT (BATS.L) | 1.44% | 1.77% | 99.9% | - |
 Intuit (INTU) | 1.4% | 0% | 68.69% | 11/8/2024 |
| Microsoft (MSFT) | 1.39% | 2.31% | 99.9% | - |
 Daimler Truck (DTG.DE) | 1.36% | 0% | 36.66% | 5/3/2024 |
 Siemens Healthineers (SHL.DE) | 1.34% | 0.65% | 99.9% | - |
 Visa (V) | 1.33% | 2.71% | 97.53% | - |
 Brenntag (BNR.DE) | 1.22% | 0.59% | 99.9% | - |
 Infineon (IFX.DE) | 1.2% | 1.35% | 99.9% | - |
 NextEra (NEE) | 1.18% | 1.28% | 81.36% | - |
 FedEx (FDX) | 1.17% | 0% | 63.75% | 9/20/2024 |
 Enel (ENEL.MI) | 1.16% | 1.76% | 68.59% | - |
 Bayer (BAYN.DE) | 1.15% | 0% | 74.05% | 12/30/2024 |
 Everest (EG) | 1.13% | 1.23% | 74.56% | - |
| Home Depot (HD) | 1.12% | 2.07% | 99.9% | - |
 ASML (ASML.NV) | 1.06% | 0.99% | 82.18% | - |
 AXA (CS.PA) | 1.03% | 0% | 57.16% | 8/26/2025 |
 Cintas (CTAS) | 1.01% | 0% | 45.01% | 12/19/2024 |
 TSMC (TSM) | 1% | 3.11% | 54.58% | - |
 Merck (MRK.DE) | 0.92% | 0.9% | 67.87% | - |
| BASF (BAS.DE) | 0.87% | 0.61% | 99.9% | - |
 Henkel (HEN3.DE) | 0.86% | 0.61% | 99.9% | - |
 Volkswagen (VOW3.DE) | 0.83% | 0.56% | 99.9% | - |
 Coca-Cola (KO) | 0.83% | 0.88% | 86.1% | - |
 Eli Lilly (LLY) | 0.82% | 1.22% | 55.92% | - |
 Broadcom (AVGO) | 0.81% | 0% | 45.83% | 1/27/2025 |
 SAP (SAP.DE) | 0.78% | 1.22% | 47.79% | - |
 BNP Paribas (BNP.PA) | 0.75% | 0% | 38.62% | 6/14/2024 |
 UnitedHealth (UNH) | 0.74% | 0.85% | 53.76% | - |
 Nestle (NESN.ZU) | 0.71% | 0.38% | 99.9% | - |
 Intesa Sanpaolo (ISP.MI) | 0.7% | 1.46% | 45.42% | - |
 Wolters Kluwer (WKL.NV) | 0.69% | 0.97% | 47.27% | - |
 AMD (AMD) | 0.68% | 0% | 50.26% | 9/5/2025 |
 TJX (TJX) | 0.66% | 1.66% | 42.74% | - |
 Alphabet (GOOGL) | 0.64% | 0% | 57.98% | 7/26/2024 |
 BP (BP.L) | 0.63% | 0.45% | 97.22% | - |
 S&P Global (SPGI) | 0.61% | 1.47% | 41.3% | - |
 Costco (COST) | 0.58% | 1.44% | 38.41% | - |
 NVIDIA (NVDA) | 0.57% | 1.87% | 33.88% | - |
 freenet (FNTN.DE) | 0.56% | 0% | 75.08% | 4/7/2025 |
 ING (INGA.NV) | 0.54% | 0% | 28.42% | 8/5/2024 |
 Fielmann (FIE.DE) | 0.54% | 0.5% | 99.9% | - |
 UBS (UBSG.ZU) | 0.53% | 0% | 19.26% | 9/27/2023 |
 Merck (MRK) | 0.48% | 0% | 24.82% | 7/30/2024 |
 Porsche (P911.DE) | 0.47% | 0% | 74.05% | 12/30/2024 |
 Amazon (AMZN) | 0.42% | 1.51% | 29.35% | - |
 Hannover Re (HNR1.DE) | 0.4% | 1.27% | 28.01% | - |
 Novo Nordisk (NOVO-B.CO) | 0.39% | 0.38% | 44.9% | - |
 LSE (LSEG.L) | 0.36% | 1.09% | 26.57% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.34% | 0% | 25.03% | 7/31/2025 |
 Rio Tinto (RIO.L) | 0.32% | 1.3% | 24.82% | - |
 PUMA (PUM.DE) | 0.32% | 0.07% | 99.9% | - |
 Inditex (ITX.MC) | 0.3% | 1.13% | 22.97% | - |
 Porsche (PAH3.DE) | 0.3% | 0% | 74.05% | 12/30/2024 |
 Royal Caribbean (RCL) | 0.3% | 1.81% | 21.22% | - |
 Deutsche Bank (DBK.DE) | 0.26% | 0% | 15.45% | 4/4/2025 |
 Sun Life (SLF) | 0.24% | 1.34% | 16.48% | - |
 Prosus (PRX.NV) | 0.23% | 0% | 15.55% | 8/1/2025 |
 Sartorius (SRT.DE) | 0.21% | 0% | 74.05% | 12/30/2024 |
 Cranswick (CWK.L) | 0.19% | 1.32% | 13.49% | - |
 IONOS (IOS.DE) | 0.16% | 0% | 9.06% | 7/1/2025 |
 Alamos Gold (AGI) | 0.14% | 0% | 8.86% | 5/1/2025 |
 Vonovia (VNA.DE) | 0.13% | 0% | 8.65% | 3/28/2023 |
 Bechtle (BC8.DE) | 0.12% | 1.27% | 9.27% | - |
 Vertiv (VRT) | 0.1% | 0% | 5.77% | 11/27/2024 |
 Siemens Energy (ENR.DE) | 0.1% | 0% | 17.51% | 6/23/2023 |
 Fiserv (FI) | 0.09% | 1.07% | 7.93% | - |
 Contemporary Amperex Technology Co Limited (3750.HK) | 0.09% | 1.52% | 6.28% | - |
 Circle Internet Group Inc (CRCL) | 0.06% | 0.53% | 7.93% | - |
 Vistra (VST) | 0.06% | 0% | 3.3% | 1/27/2025 |
 Alibaba (9988.HK) | 0.04% | 1.49% | 2.88% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Deutsche Telekom (DTE.DE) | 3.03% | 4.39% |
| Walmart (WMT) | 3.03% | 4.29% |
| BlackRock (BLK) | 3.03% | 4.06% |
| Allianz (ALV.DE) | 3.03% | 3.91% |
| Munich Re (MUV2.DE) | 2.68% | 3.73% |
| Mondelez (MDLZ) | 2.96% | 2.65% |
| RWE (RWE.DE) | 3.19% | 2.44% |
| Mastercard (MA) | 1.52% | 2% |
| Broadcom (AVGO) | 1.52% | 1.97% |
| SAP (SAP.DE) | 1.52% | 1.96% |
| McDonald's (MCD) | 1.82% | 1.92% |
| Mercedes-Benz (MBG.DE) | 2.32% | 1.75% |
| Enel (ENEL.MI) | 1.52% | 1.66% |
| Visa (V) | 1.36% | 1.65% |
| Deutsche Post (DHL.DE) | 2.46% | 1.64% |
| Siemens (SIE.DE) | 1.52% | 1.63% |
| Wolters Kluwer (WKL.NV) | 1.52% | 1.61% |
| TJX (TJX) | 1.52% | 1.59% |
| Intesa Sanpaolo (ISP.MI) | 1.52% | 1.58% |
| Amazon (AMZN) | 1.52% | 1.57% |
| Deutsche Bank (DBK.DE) | 1.52% | 1.55% |
| Costco (COST) | 1.52% | 1.51% |
| UnitedHealth (UNH) | 1.52% | 1.51% |
| S&P Global (SPGI) | 1.52% | 1.5% |
| Infineon (IFX.DE) | 1.67% | 1.5% |
| LSE (LSEG.L) | 1.52% | 1.49% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 1.52% | 1.47% |
| Everest (EG) | 1.52% | 1.44% |
| Eli Lilly (LLY) | 1.52% | 1.43% |
| Vistra (VST) | 1.52% | 1.42% |
| NextEra (NEE) | 1.52% | 1.42% |
| Hannover Re (HNR1.DE) | 1.52% | 1.39% |
| Shell (SHEL.L) | 1.52% | 1.34% |
| LVMH (MC.PA) | 1.65% | 1.33% |
| Merck (MRK.DE) | 1.52% | 1.32% |
| BAT (BATS.L) | 1.52% | 1.32% |
| AMD (AMD) | 1.52% | 1.23% |
| ASML (ASML.NV) | 1.52% | 1.17% |
| Novo Nordisk (NOVO-B.CO) | 1.52% | 0.93% |
| Coca-Cola (KO) | 0.91% | 0.88% |
| Henkel (HEN3.DE) | 0.76% | 0.86% |
| Siemens Healthineers (SHL.DE) | 0.82% | 0.78% |
| Brenntag (BNR.DE) | 1.03% | 0.78% |
| BASF (BAS.DE) | 0.91% | 0.68% |
| freenet (FNTN.DE) | 0.61% | 0.64% |
| Home Depot (HD) | 0.61% | 0.62% |
| Volkswagen (VOW3.DE) | 0.79% | 0.57% |
| Microsoft (MSFT) | 0.54% | 0.54% |
| BP (BP.L) | 0.61% | 0.47% |
| Nestle (NESN.ZU) | 0.82% | 0.46% |
| Fielmann (FIE.DE) | 0.6% | 0.43% |
| PUMA (PUM.DE) | 0.41% | 0.27% |