Portfolio Diversification
Range
Most Diversified
10 instruments
January 30, 2025
Least Diversified
0 instruments
August 6, 2024
Average
4.3 instruments
Most Consistent Holdings
Top 5
CSP1.L32.88%
P911.DE30.41%
PG27.95%
PFE26.58%
GOOG26.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 14, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 7.31% | 0% | 32.88% | 7/3/2025 |
 JPMorgan (JPM) | 5.4% | 0% | 25.21% | 8/5/2024 |
| Alphabet (GOOG) | 4.24% | 0% | 26.03% | 5/14/2025 |
| Procter & Gamble (PG) | 3.05% | 0% | 27.95% | 8/5/2024 |
| Porsche (P911.DE) | 2.62% | 0% | 30.41% | 7/25/2024 |
| Pfizer (PFE) | 2.48% | 0% | 26.58% | 6/26/2024 |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 2.48% | 0% | 23.7% | 5/8/2025 |
 NVIDIA (NVDA) | 1.97% | 0% | 23.56% | 5/19/2025 |
 VICI Properties (VICI) | 1.96% | 0% | 20.14% | 5/1/2025 |
 Bio-Rad (BIO) | 1.95% | 0% | 21.92% | 7/12/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.95% | 0% | 19.32% | 6/28/2024 |
 Vistra (VST) | 1.71% | 0% | 16.99% | 6/3/2025 |
 Visa (V) | 1.61% | 0% | 18.49% | 8/5/2024 |
 Rheinmetall (RHM.DE) | 1.44% | 0% | 12.47% | 6/26/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.14% | 0% | 11.1% | 2/5/2025 |
 SoFi (SOFI) | 0.94% | 0% | 15.07% | 5/20/2025 |
 ASM (ASM.NV) | 0.78% | 0% | 16.3% | 5/27/2025 |
 Leonardo (LDO.MI) | 0.76% | 0% | 5.34% | 6/30/2025 |
 Coca-Cola (KO) | 0.75% | 0% | 14.25% | 3/12/2025 |
 Weatherford (WFRD) | 0.62% | 0% | 9.45% | 2/12/2025 |
 Flow Traders (FLOW.NV) | 0.49% | 0% | 3.84% | 6/5/2025 |
 Payoneer (PAYO) | 0.49% | 0% | 12.47% | 5/14/2025 |
 Saab (SAABB.ST) | 0.33% | 0% | 4.11% | 6/26/2025 |
 RENK Group AG (R3NK.DE) | 0.13% | 0% | 2.74% | 6/26/2025 |
 ASML (ASML.NV) | 0.12% | 0% | 1.92% | 8/5/2024 |
 WisdomTree Brent Crude Oil (BRNT.L) | 0.12% | 0% | 2.19% | 7/3/2025 |
 UnitedHealth (UNH) | 0.09% | 0% | 1.64% | 6/23/2025 |
 Dassault Aviation (AM.PA) | 0.06% | 0% | 0.82% | 5/21/2025 |
 Palantir (PLTR) | 0.04% | 0% | 0.82% | 7/3/2025 |
 Ollie's (OLLI) | 0.04% | 0% | 0.82% | 5/13/2025 |
 Manchester United (MANU) | 0.01% | 0% | 0.14% | 5/22/2025 |
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 UCITS ETF (CSP1.L) | 20.35% | 21.74% |
| Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 10.17% | 10.43% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 10.19% | 10.17% |
| Weatherford (WFRD) | 7.64% | 6.61% |
| NVIDIA (NVDA) | 5.09% | 5.2% |
| Coca-Cola (KO) | 5.09% | 5% |
| VICI Properties (VICI) | 4.84% | 4.55% |