Portfolio Diversification
Range
Most Diversified
5 instruments
August 12, 2023
Least Diversified
1 instruments
August 11, 2023
Average
5 instruments
Most Consistent Holdings
Top 5
BRK.B100%
SWDA.L99.83%
CNDX.L99.83%
CSP1.L99.83%
SXR8.DE87.63%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 11, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 20.67% | 19.67% | 99.83% | - |
| Berkshire Hathaway (BRK.B) | 19.87% | 23.03% | 100% | - |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 19.67% | 18.86% | 99.83% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 19.38% | 18.62% | 99.83% | - |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 17.64% | 19.27% | 87.63% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 2.41% | 0% | 12.21% | 10/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 20% | 21.21% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 20% | 20.59% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 19.99% | 20.03% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 20% | 19.14% |
| Berkshire Hathaway (BRK.B) | 20% | 19.12% |