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Portfolio Diversification
Range
Most Diversified
9 instruments
August 25, 2025
Least Diversified
0 instruments
January 6, 2022
Average
2.6 instruments
Most Consistent Holdings
Top 5
CRM17.9%
SWDA.L17.9%
GRMN17.9%
ASML17.9%
KO17.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 6, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 16.7% | 0% | 18.91% | 8/24/2025 | |
| 14.78% | 0% | 16.07% | 7/18/2023 | |
| 14.29% | 0% | 15.56% | 7/17/2024 | |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.21% | 24.34% | 17.9% | - |
 Vanguard FTSE All-World ex-US (VEU) | 2.78% | 0% | 11.26% | 8/2/2022 |
| ASML (ASML) | 2.37% | 17.02% | 17.9% | - |
 Nu (NU) | 1.52% | 6.21% | 17.84% | - |
| Coca-Cola (KO) | 1.5% | 8.66% | 17.84% | - |
 UnitedHealth (UNH) | 1.43% | 9.33% | 17.71% | - |
 Booking (BKNG) | 1.4% | 6.38% | 17.84% | - |
 iShares Gold Trust (IAU) | 1.07% | 5.55% | 17.84% | - |
| Salesforce (CRM) | 1.03% | 4.58% | 17.9% | - |
 NextEra (NEE) | 0.96% | 0% | 9.42% | 8/2/2022 |
| Garmin (GRMN) | 0.95% | 5.23% | 17.9% | - |
 TotalEnergies (TTE.PA) | 0.84% | 0% | 11.13% | 8/2/2022 |
 Enterprise Products (EPD) | 0.56% | 0% | 6.89% | 8/2/2022 |
 Starbucks (SBUX) | 0.5% | 0% | 9.42% | 8/2/2022 |
 ING (INGA.NV) | 0.16% | 0% | 3.23% | 8/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 23.73% | 23.45% |
| ASML (ASML) | 8.57% | 11.69% |
| Nu (NU) | 8.63% | 9.17% |
| Booking (BKNG) | 8.23% | 8.68% |
| UnitedHealth (UNH) | 8.58% | 8.12% |
| Coca-Cola (KO) | 9.26% | 8.02% |
| Salesforce (CRM) | 8.23% | 6.89% |
| iShares Gold Trust (IAU) | 4.34% | 5.84% |
| Garmin (GRMN) | 5.93% | 4.73% |
Cash & Instruments Over Time
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