Portfolio Diversification
Range
Most Diversified
14 instruments
February 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10.4 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
DGRO99.77%
G1A.DE98.56%
GOOG97.05%
HD97.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Talanx (TLX.DE) | 7.15% | 9.7% | 96.98% | - |
 Costco (COST) | 6.36% | 6.61% | 96.83% | - |
| Apple (AAPL) | 5.79% | 5.37% | 99.92% | - |
 AbbVie (ABBV) | 5.61% | 5.46% | 97.05% | - |
| iShares Core Dividend Growth ETF (DGRO) | 5.38% | 4.72% | 99.77% | - |
| Alphabet (GOOG) | 4.88% | 6.45% | 97.05% | - |
| GEA (G1A.DE) | 4.77% | 5.21% | 98.56% | - |
| Home Depot (HD) | 4.57% | 4.24% | 97.05% | - |
 Thermo Fisher (TMO) | 4.08% | 0% | 84.2% | 3/31/2025 |
 Rheinmetall (RHM.DE) | 2.64% | 14.61% | 26.76% | - |
 Microsoft (MSFT) | 2.55% | 8.53% | 30.99% | - |
 Amazon (AMZN) | 1.39% | 4.38% | 29.63% | - |
 McDonald's (MCD) | 1.13% | 3.64% | 26.76% | - |
 E.ON (EOAN.DE) | 0.83% | 0% | 18.29% | 9/28/2022 |
 Wells Fargo (WFC) | 0.58% | 0% | 9.9% | 5/12/2022 |
 SAP (SAP.DE) | 0.57% | 0% | 10.96% | 4/22/2025 |
 Deutsche Post (DHL.DE) | 0.38% | 0% | 8.39% | 5/9/2022 |
 Mercedes-Benz (MBG.DE) | 0.14% | 0% | 2.95% | 2/8/2022 |
 Tesla (TSLA) | 0.14% | 0% | 2.87% | 2/7/2022 |
 Kunlun Energy (00135.HK) | 0.13% | 0% | 2.95% | 2/8/2022 |
 BioNTech SE (BNTX) | 0.11% | 0% | 2.87% | 2/7/2022 |
 Straumann (STMN.ZU) | 0.09% | 0% | 1.44% | 1/19/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 10.71% | 8.89% |
| Talanx (TLX.DE) | 5.35% | 8.44% |
| Costco (COST) | 5.35% | 8.02% |
| Apple (AAPL) | 5.35% | 7.13% |
| Alphabet (GOOG) | 5.35% | 6.16% |
| AbbVie (ABBV) | 5.35% | 5.66% |
| Rheinmetall (RHM.DE) | 5.35% | 5.59% |
| iShares Core Dividend Growth ETF (DGRO) | 5.35% | 5.44% |
| Amazon (AMZN) | 5.35% | 5.18% |
| SAP (SAP.DE) | 5.68% | 5.16% |
| GEA (G1A.DE) | 5.35% | 4.96% |
| Home Depot (HD) | 5.35% | 4.93% |
| McDonald's (MCD) | 5.35% | 4.38% |
| Thermo Fisher (TMO) | 5.35% | 4% |