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Portfolio Diversification
Range
Most Diversified
16 instruments
February 19, 2025
Least Diversified
10 instruments
January 22, 2025
Average
11.4 instruments
Most Consistent Holdings
Top 5
SWDA.L100%
XLK66.9%
VIG66.9%
VTI66.9%
VOO66.9%
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) | 13.16% | 10.21% | 100% | - |
| State Street Technology Select Sector SPDR ETF (XLK) | 10.48% | 0% | 66.9% | 2/19/2025 |
 Vanguard FTSE Europe ETF (VGK) | 9.08% | 0% | 66.9% | 2/19/2025 |
 Palantir (PLTR) | 8.84% | 19.99% | 41.01% | - |
| Vanguard Total Stock Market ETF (VTI) | 7.45% | 0% | 66.9% | 2/19/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 6.02% | 0% | 60.3% | 12/5/2024 |
 Vanguard Growth ETF (VUG) | 5.41% | 0% | 66.9% | 2/19/2025 |
| Vanguard S&P 500 ETF (VOO) | 4.71% | 0% | 66.9% | 2/19/2025 |
 NVIDIA (NVDA) | 3.85% | 5.3% | 42.4% | - |
 Alphabet (GOOG) | 2.7% | 13.31% | 33.19% | - |
 Vanguard Real Estate ETF (VNQ) | 2.65% | 0% | 58.99% | 11/20/2024 |
 AMD (AMD) | 2.63% | 8.86% | 33.19% | - |
 Tesla (TSLA) | 2.37% | 7.44% | 39.36% | - |
 Microsoft (MSFT) | 2.11% | 5.24% | 33.19% | - |
| Vanguard Dividend Appreciation ETF (VIG) | 2.02% | 0% | 66.9% | 2/19/2025 |
 Apple (AAPL) | 1.81% | 5.55% | 33.19% | - |
 Amazon (AMZN) | 1.81% | 4.99% | 33.19% | - |
 Meta (META) | 1.78% | 4.81% | 33.19% | - |
 Hims & Hers (HIMS) | 1.76% | 0% | 25.89% | 1/21/2025 |
 iShares MSCI Switzerland ETF (EWL) | 1.68% | 0% | 58.99% | 11/20/2024 |
 Vanguard Value ETF (VTV) | 1.63% | 0% | 60.82% | 12/11/2024 |
 Palo Alto Networks (PANW) | 0.91% | 4.3% | 19.9% | - |
 Snowflake (SNOW) | 0.55% | 4.42% | 11.21% | - |
 Albemarle (ALB) | 0.46% | 0% | 16.77% | 10/7/2024 |
 Southern Copper (SCCO) | 0.12% | 3.54% | 3.21% | - |
 Duolingo (DUOL) | 0.07% | 2.02% | 3.21% | - |
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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