Portfolio Diversification
Range
Most Diversified
23 instruments
January 24, 2025
Least Diversified
0 instruments
January 3, 2023
Average
12.8 instruments
Most Consistent Holdings
Top 5
PFE83.14%
AI82.92%
NCH2.DE78.93%
NIO76.99%
DHL.DE75.4%
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 |
|---|---|---|---|---|
 GER40 Index (Non Expiry) (GER40) | 12.5% | 0% | 47.38% | 6/5/2025 |
| C3.ai (AI) | 7.21% | 3.84% | 82.92% | - |
 Deutsche Boerse (DB1.DE) | 5.87% | 13.9% | 44.87% | - |
 Equinor (EQNR) | 5.15% | 9.06% | 44.65% | - |
| Deutsche Post (DHL.DE) | 5% | 3.3% | 75.4% | - |
 Mercedes-Benz (MBG.DE) | 4.43% | 7.75% | 44.65% | - |
| Thyssenkrupp Nucera (NCH2.DE) | 4.15% | 1.54% | 78.93% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 4.14% | 7.72% | 44.53% | - |
| Pfizer (PFE) | 3.78% | 1.73% | 83.14% | - |
 Coca-Cola (KO) | 3.44% | 2.64% | 73.69% | - |
 Rheinmetall (RHM.DE) | 2.94% | 12.93% | 44.65% | - |
 Varta (VAR1.DE) | 2.43% | 0% | 41.57% | 7/23/2024 |
 Rivian (RIVN) | 2.16% | 0% | 37.02% | 5/19/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.16% | 3.28% | 48.41% | - |
| Nio (NIO) | 1.83% | 0.67% | 76.99% | - |
 MSCI (MSCI) | 1.63% | 0% | 20.16% | 10/25/2023 |
 AMD (AMD) | 1.61% | 3.16% | 40.21% | - |
 Cardano (ADA) | 1.54% | 0% | 7.06% | 3/8/2023 |
 AST SpaceMobile (ASTS) | 1.53% | 0% | 41.23% | 6/5/2025 |
 Tilray (TLRY) | 1.23% | 0.37% | 53.42% | - |
 Palantir (PLTR) | 1.15% | 0% | 16.06% | 10/25/2023 |
 Sweetgreen (SG) | 1.14% | 1.04% | 42.48% | - |
 Bitcoin (BTC) | 0.95% | 0% | 10.59% | 5/6/2024 |
 Bayer (BAYN.DE) | 0.93% | 0% | 9.91% | 2/15/2024 |
 NVIDIA (NVDA) | 0.79% | 0% | 11.05% | 6/24/2024 |
 AT&T (T) | 0.59% | 2.94% | 19.48% | - |
 Allianz (ALV.DE) | 0.54% | 0% | 22.89% | 4/9/2025 |
 Deutsche Telekom (DTE.DE) | 0.53% | 2.2% | 22.67% | - |
 StefanULS | 0.5% | 0% | 3.76% | 9/8/2023 |
 Main Street Capital (MAIN) | 0.35% | 2.12% | 15.26% | - |
 Riot (RIOT) | 0.34% | 0% | 3.99% | 3/4/2024 |
 Microsoft (MSFT) | 0.3% | 2.09% | 15.26% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.29% | 0% | 12.76% | 2/12/2025 |
 SPDR S&P 500 ETF (SPY) | 0.27% | 0% | 3.42% | 5/8/2024 |
 China Railway (0390.HK) | 0.21% | 0.62% | 27.9% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.19% | 0% | 7.29% | 5/8/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.13% | 0% | 0.68% | 5/19/2024 |
 Dogecoin (DOGE) | 0.08% | 0% | 0.11% | 1/23/2023 |
 JPN225 Index (Non Expiry) (JPN225) | 0.02% | 0% | 0.11% | 8/4/2023 |
 Ethereum (ETH) | 0.02% | 0% | 0.11% | 2/12/2024 |
 Nel (NEL.OL) | 0% | 1.11% | 0.11% | - |
 BrainChip (BRN.ASX) | 0% | 1.04% | 0.11% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Deutsche Boerse (DB1.DE) | 10.01% | 13.05% |
| Equinor (EQNR) | 11.56% | 10.83% |
| Mercedes-Benz (MBG.DE) | 11.7% | 10.25% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 8.23% | 9.34% |
| C3.ai (AI) | 6.07% | 6.3% |
| Rivian (RIVN) | 6.37% | 6.08% |
| Rheinmetall (RHM.DE) | 4.15% | 5.22% |
| Thyssenkrupp Nucera (NCH2.DE) | 5.78% | 4.32% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.32% | 4.1% |
| AMD (AMD) | 4.57% | 4.06% |
| Deutsche Post (DHL.DE) | 4.02% | 3.46% |
| AST SpaceMobile (ASTS) | 1.66% | 3.42% |
| AT&T (T) | 2.68% | 2.94% |
| Sweetgreen (SG) | 2.73% | 2.93% |
| Coca-Cola (KO) | 2.51% | 2.84% |
| Pfizer (PFE) | 3.12% | 2.42% |
| Allianz (ALV.DE) | 2.08% | 2.32% |
| Deutsche Telekom (DTE.DE) | 2.08% | 2.29% |
| Vanguard FTSE Developed Market ETF (VEA) | 2.12% | 2.18% |
| Tilray (TLRY) | 1.89% | 1.51% |
| Nio (NIO) | 2.44% | 1% |
| China Railway (0390.HK) | 0.84% | 0.84% |