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Portfolio Diversification
Range
Most Diversified
16 instruments
February 19, 2025
Least Diversified
0 instruments
April 4, 2026
Average
11.5 instruments
Most Consistent Holdings
Top 5
SWDA.L99.83%
XLK64.38%
VIG64.38%
VTI64.38%
VOO64.38%
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 |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 13.03% | 10.06% | 99.83% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 10.08% | 0% | 64.38% | 2/19/2025 |
 Palantir (PLTR) | 9.19% | 17.44% | 43.06% | - |
 Vanguard FTSE Europe ETF (VGK) | 8.74% | 0% | 64.38% | 2/19/2025 |
| Vanguard Total Stock Market ETF (VTI) | 7.17% | 0% | 64.38% | 2/19/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 5.79% | 0% | 58.03% | 12/5/2024 |
 Vanguard Growth ETF (VUG) | 5.21% | 0% | 64.38% | 2/19/2025 |
| Vanguard S&P 500 ETF (VOO) | 4.54% | 0% | 64.38% | 2/19/2025 |
 NVIDIA (NVDA) | 3.9% | 5.65% | 44.4% | - |
 Alphabet (GOOG) | 3.09% | 14.11% | 35.54% | - |
 AMD (AMD) | 2.9% | 11.9% | 35.54% | - |
 Vanguard Real Estate ETF (VNQ) | 2.55% | 0% | 56.77% | 11/20/2024 |
 Tesla (TSLA) | 2.54% | 6.92% | 41.47% | - |
 Microsoft (MSFT) | 2.22% | 5.04% | 35.54% | - |
| Vanguard Dividend Appreciation ETF (VIG) | 1.95% | 0% | 64.38% | 2/19/2025 |
 Apple (AAPL) | 1.95% | 5.5% | 35.54% | - |
 Amazon (AMZN) | 1.93% | 5.61% | 35.54% | - |
 Meta (META) | 1.88% | 4.72% | 35.54% | - |
 Hims & Hers (HIMS) | 1.69% | 0% | 24.92% | 1/21/2025 |
 iShares MSCI Switzerland ETF (EWL) | 1.62% | 0% | 56.77% | 11/20/2024 |
 Vanguard Value ETF (VTV) | 1.57% | 0% | 58.53% | 12/11/2024 |
 Palo Alto Networks (PANW) | 1.04% | 4.15% | 22.74% | - |
 Snowflake (SNOW) | 0.67% | 3.47% | 14.38% | - |
 Albemarle (ALB) | 0.44% | 0% | 16.14% | 10/7/2024 |
 Southern Copper (SCCO) | 0.24% | 3.43% | 6.69% | - |
 Duolingo (DUOL) | 0.14% | 1.94% | 6.69% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 14.13% | 20.5% |
| Alphabet (GOOG) | 12.56% | 12.71% |
| NVIDIA (NVDA) | 9.51% | 10.67% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 7.85% | 9.31% |
| AMD (AMD) | 6.28% | 8.94% |
| Tesla (TSLA) | 9.49% | 7.64% |
| Microsoft (MSFT) | 6.28% | 5.62% |
| Apple (AAPL) | 6.28% | 5.31% |
| Amazon (AMZN) | 6.28% | 4.9% |
| Snowflake (SNOW) | 7.85% | 4.87% |
| Meta (META) | 6.28% | 4.47% |
| Palo Alto Networks (PANW) | 6.28% | 4.35% |
Cash & Instruments Over Time
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