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Portfolio Diversification
Range
Most Diversified
22 instruments
November 19, 2024
Least Diversified
0 instruments
April 4, 2026
Average
16.5 instruments
Most Consistent Holdings
Top 5
GOOG99.41%
MSFT99.31%
KO98.72%
SONY98.23%
SWDA.L98.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10.54% | 7.41% | 98.14% | - |
 Micron (MU) | 10.21% | 18.88% | 74.48% | - |
 ASML (ASML) | 9.76% | 13.63% | 81.35% | - |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 9.04% | 6.52% | 96.27% | - |
| Microsoft (MSFT) | 7.25% | 10.75% | 99.31% | - |
| Sony (SONY) | 6.82% | 8.48% | 98.23% | - |
| Coca-Cola (KO) | 6.37% | 6.2% | 98.72% | - |
| Alphabet (GOOG) | 5.54% | 5.92% | 99.41% | - |
 Bitcoin (BTC) | 5.08% | 0% | 23.06% | 11/18/2024 |
 Medical Properties Trust (MPT) | 4.39% | 1.12% | 97.64% | - |
 NVIDIA (NVDA) | 4.19% | 0% | 30.42% | 2/13/2025 |
 AT&T (T.US) | 2.86% | 4.66% | 51.52% | - |
 Mondelez (MDLZ) | 2.3% | 0% | 54.47% | 1/29/2026 |
 Turtle Beach (TBCH) | 2.05% | 0% | 54.37% | 9/26/2025 |
 Aviva (AV.L) | 1.98% | 2.4% | 79.78% | - |
 EPR (EPR) | 1.87% | 1.26% | 94.21% | - |
 AGNC (AGNC) | 1.48% | 1.07% | 75.47% | - |
 Biogen (BIIB) | 1.08% | 2.37% | 48.28% | - |
 Visa (V) | 0.75% | 0% | 46.81% | 2/4/2026 |
 Eli Lilly (LLY) | 0.72% | 0% | 44.16% | 5/12/2025 |
 Unilever (ULVR.L) | 0.69% | 0% | 31.21% | 12/4/2024 |
 Adobe (ADBE) | 0.59% | 2.01% | 26.3% | - |
 Vodafone (VOD) | 0.58% | 1.12% | 32.88% | - |
 Continental (CON.DE) | 0.54% | 0% | 22.18% | 5/23/2025 |
 Vanguard Morningstar Mega Cap Growth ETF (MGK) | 0.46% | 0% | 18.25% | 5/23/2025 |
 AST SpaceMobile (ASTS) | 0.26% | 0% | 3.83% | 7/1/2025 |
 Vanguard Morningstar Growth ETF (VUG) | 0.21% | 0% | 18.25% | 5/23/2025 |
 iShares MSCI India ETF (INDA) | 0.16% | 0% | 8.15% | 10/9/2024 |
 Sony Financial Group Inc (SFGYY) | 0.08% | 0.17% | 37.98% | - |
 Varta (VAR1.DE) | 0.07% | 0% | 7.85% | 10/15/2024 |
 TSMC (TSM) | 0% | 0% | 0.1% | 10/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Micron (MU) | 8.79% | 16.7% |
| ASML (ASML) | 13.33% | 12.71% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10.93% | 10.02% |
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 9.47% | 8.87% |
| Alphabet (GOOG) | 5.75% | 7.98% |
| Sony (SONY) | 6.98% | 7.07% |
| AT&T (T.US) | 10.57% | 6.86% |
| Coca-Cola (KO) | 8.9% | 6.84% |
| Microsoft (MSFT) | 7.23% | 6.3% |
| Medical Properties Trust (MPT) | 4.3% | 4.17% |
| Aviva (AV.L) | 3.65% | 3.32% |
| Biogen (BIIB) | 2.52% | 2.51% |
| AGNC (AGNC) | 2.69% | 1.96% |
| EPR (EPR) | 1.87% | 1.56% |
| Visa (V) | 1.46% | 1.3% |
| Mondelez (MDLZ) | 1.54% | 1.1% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.29% |
Cash & Instruments Over Time
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