Portfolio Diversification
Range
Most Diversified
13 instruments
March 14, 2023
Least Diversified
12 instruments
January 2, 2023
Average
12.9 instruments
Most Consistent Holdings
Top 5
T100%
BABA100%
VOW3.DE100%
XLF100%
CQQQ100%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 35.95% | 35.75% | 100% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 8.91% | 8.53% | 100% | - |
| Financial Select Sector SPDR (XLF) | 6.37% | 6.69% | 100% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 5.81% | 9.82% | 92.14% | - |
 Global X Cloud Computing ETF (CLOU) | 5.05% | 4.78% | 100% | - |
 Vanguard FTSE Emerging Markets (VWO) | 4.33% | 4.02% | 100% | - |
 Vanguard Real Estate ETF (VNQ) | 4.11% | 3.51% | 100% | - |
 Ethereum (ETH) | 4.04% | 3.48% | 100% | - |
| AT&T (T) | 3.66% | 4.38% | 100% | - |
 Invesco Solar ETF (TAN) | 2.82% | 1.49% | 100% | - |
| Alibaba (BABA) | 2.37% | 2.54% | 100% | - |
| Invesco China Technology ETF (CQQQ) | 1.53% | 1.37% | 100% | - |
| Volkswagen (VOW3.DE) | 1.3% | 0.85% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 28.5% | 36.35% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 6.42% | 8.32% |
| Vanguard FTSE Developed Market ETF (VEA) | 8.48% | 7.53% |
| Financial Select Sector SPDR (XLF) | 5.57% | 6.55% |
| Global X Cloud Computing ETF (CLOU) | 6.39% | 5.06% |
| Ethereum (ETH) | 2.75% | 4.86% |
| Vanguard FTSE Emerging Markets (VWO) | 4.59% | 3.81% |
| AT&T (T) | 4.72% | 3.69% |
| Vanguard Real Estate ETF (VNQ) | 4.59% | 3.61% |
| Alibaba (BABA) | 4.49% | 1.87% |
| Invesco Solar ETF (TAN) | 4.59% | 1.54% |
| Invesco China Technology ETF (CQQQ) | 2.25% | 1.3% |
| Volkswagen (VOW3.DE) | 1.53% | 0.91% |