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Portfolio Diversification
Range
Most Diversified
70 instruments
June 20, 2025
Least Diversified
0 instruments
April 4, 2026
Average
65.5 instruments
Most Consistent Holdings
Top 5
F98.99%
ETH98.99%
PG98.99%
PYPL98.99%
01211.HK98.99%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Coca-Cola (KO) | 6.73% | 0% | 98.99% | 9/20/2026 |
 Realty Income (O) | 3.82% | 0% | 98.99% | 9/20/2026 |
 Geberit (GEBN.ZU) | 3.75% | 0% | 98.99% | 9/20/2026 |
| Ford (F) | 3.71% | 0% | 98.99% | 9/20/2026 |
 Deere (DE) | 2.94% | 0% | 98.99% | 9/20/2026 |
 Starbucks (SBUX) | 2.87% | 0% | 98.99% | 9/20/2026 |
 Roche (ROP.ZU) | 2.83% | 0% | 98.99% | 9/20/2026 |
 IBM (IBM) | 2.73% | 0% | 98.99% | 9/20/2026 |
 Swisscom (SCMN.ZU) | 2.6% | 0% | 98.99% | 9/20/2026 |
 Johnson & Johnson (JNJ) | 2.53% | 0% | 98.99% | 9/20/2026 |
 Shell (SHEL) | 2.4% | 0% | 98.99% | 9/20/2026 |
 Italgas (IG.MI) | 2.3% | 0% | 98.99% | 9/20/2026 |
 Swiss Life (SLHN.ZU) | 2.28% | 0% | 98.99% | 9/20/2026 |
 Hasbro (HAS) | 2.12% | 0% | 98.99% | 9/20/2026 |
 Rio Tinto (RIO.L) | 1.94% | 0% | 98.99% | 9/20/2026 |
 Philip Morris (PM) | 1.92% | 0% | 98.99% | 9/20/2026 |
 Nike (NKE) | 1.82% | 0% | 98.99% | 9/20/2026 |
 Kellanova (K) | 1.8% | 0% | 71.47% | 12/12/2025 |
 Allianz (ALV.DE) | 1.76% | 0% | 98.99% | 9/20/2026 |
 AXA (CS.PA) | 1.73% | 0% | 98.99% | 9/20/2026 |
 JPMorgan (JPM) | 1.53% | 0% | 98.99% | 9/20/2026 |
 Prospect Capital (PSEC) | 1.46% | 0% | 98.99% | 9/20/2026 |
| Procter & Gamble (PG) | 1.42% | 0% | 98.99% | 9/20/2026 |
 McDonald's (MCD) | 1.4% | 0% | 94.66% | 9/20/2026 |
 PepsiCo (PEP) | 1.39% | 0% | 98.99% | 9/20/2026 |
 Unilever (ULVR.L) | 1.38% | 0% | 98.99% | 9/20/2026 |
 Intel (INTC) | 1.3% | 0% | 98.99% | 9/20/2026 |
 Nestle (NESN.ZU) | 1.14% | 0% | 98.99% | 9/20/2026 |
| BYD (01211.HK) | 1.12% | 0% | 98.99% | 9/20/2026 |
 Take-Two (TTWO) | 1.11% | 0% | 89.82% | 9/20/2026 |
 Logitech (LOGI) | 0.89% | 0% | 89.82% | 9/20/2026 |
 Danone (BN.PA) | 0.8% | 0% | 98.99% | 9/20/2026 |
 Altria (MO) | 0.76% | 0% | 98.99% | 9/20/2026 |
 Microsoft (MSFT) | 0.72% | 0% | 98.99% | 9/20/2026 |
 SharonConnolly | 0.7% | 0% | 41.53% | 2/24/2026 |
 Bank of America (BAC) | 0.7% | 0% | 98.99% | 9/20/2026 |
| Ethereum (ETH) | 0.68% | 0% | 98.99% | 9/20/2026 |
 Stadler (SRAIL.ZU) | 0.67% | 0% | 91.63% | 9/20/2026 |
 Caterpillar (CAT) | 0.67% | 0% | 79.64% | 9/20/2026 |
 Toyota (TM) | 0.61% | 0% | 98.99% | 9/20/2026 |
 NVIDIA (NVDA) | 0.58% | 0% | 98.99% | 9/20/2026 |
| PayPal (PYPL) | 0.58% | 0% | 98.99% | 9/20/2026 |
 Mowi (MOWI.OL) | 0.55% | 0% | 98.99% | 9/20/2026 |
 Rolls-Royce (RR.L) | 0.54% | 0% | 88.1% | 9/20/2026 |
 Vonovia (VNA.DE) | 0.53% | 0% | 89.11% | 9/20/2026 |
 Alphabet (GOOG) | 0.5% | 0% | 86.29% | 9/20/2026 |
 Bitcoin (BTC) | 0.48% | 0% | 67.94% | 5/20/2026 |
 Adecco (ADEN.ZU) | 0.45% | 0% | 98.99% | 9/20/2026 |
 ASML (ASML.NV) | 0.45% | 0% | 98.99% | 9/20/2026 |
 Storebrand (STB.OL) | 0.44% | 0% | 89.72% | 9/20/2026 |
 Visa (V) | 0.38% | 0% | 94.66% | 9/20/2026 |
 ThomasRoddy | 0.35% | 0% | 19.05% | 9/27/2024 |
 Goldman Sachs (GS) | 0.32% | 0% | 70.87% | 9/20/2026 |
 D-Wave (QBTS) | 0.31% | 0% | 54.54% | 9/20/2026 |
 Apple (AAPL) | 0.29% | 0% | 91.53% | 9/20/2026 |
 3M (MMM) | 0.29% | 0% | 96.37% | 9/20/2026 |
 Swiss Re (SREN.ZU) | 0.29% | 0% | 82.86% | 9/20/2026 |
 Rheinmetall (RHM.DE) | 0.28% | 0% | 84.98% | 4/27/2026 |
 Bayer (BAYN.DE) | 0.27% | 0% | 98.99% | 9/20/2026 |
 ASML (ASML) | 0.27% | 0% | 62.9% | 9/20/2026 |
 Lockheed Martin (LMT) | 0.27% | 0% | 71.27% | 9/20/2026 |
 HUGO BOSS (BOSS.DE) | 0.24% | 0% | 83.57% | 9/20/2026 |
 iShares Core High Dividend ETF (HDV) | 0.19% | 0% | 27.02% | 9/26/2024 |
 ExxonMobil (XOM) | 0.17% | 0% | 86.09% | 9/20/2026 |
 BlackRock (BLK) | 0.17% | 0% | 89.62% | 9/20/2026 |
 Vanguard FTSE All-World ex-US (VEU) | 0.12% | 0% | 27.02% | 9/26/2024 |
 Torm PLC (TRMD-A.CO) | 0.12% | 0% | 71.57% | 9/20/2026 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.11% | 0% | 20.06% | 7/19/2024 |
 Air Products (APD) | 0.11% | 0% | 83.57% | 9/20/2026 |
 AGNC (AGNC) | 0.1% | 0% | 70.87% | 9/20/2026 |
 Berkshire Hathaway (BRK.B) | 0.09% | 0% | 60.69% | 9/20/2026 |
 Diageo (DGE.L) | 0.08% | 0% | 32.86% | 9/20/2026 |
 TSMC (TSM) | 0.06% | 0% | 24.7% | 10/17/2024 |
 Ambev (ABEV) | 0.04% | 0% | 24.19% | 9/20/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.04% | 0% | 20.67% | 9/27/2024 |
 Northrop Grumman (NOC) | 0.04% | 0% | 18.75% | 9/20/2026 |
 iShares MSCI India ETF (INDA) | 0.03% | 0% | 17.04% | 9/5/2024 |
 Plug Power (PLUG) | 0.03% | 0% | 98.79% | 9/20/2026 |
 Alibaba (BABA) | 0.03% | 0% | 13.71% | 5/16/2024 |
 XRP (XRP) | 0.03% | 0% | 31.96% | 11/15/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 53.53% | 9/20/2026 |
 Adidas (ADS.DE) | 0.01% | 0% | 5.85% | 9/20/2026 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 3.13% | 6/23/2025 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.01% | 0% | 6.05% | 3/12/2024 |
 Xiaomi (1810.HK) | 0% | 0% | 2.82% | 5/7/2024 |
 MicroStrategy (MSTR) | 0% | 0% | 2.02% | 11/11/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.3% | 12/12/2025 |
 Solventum (SOLV) | 0% | 0% | 0.3% | 4/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 6.04% | 5.91% |
| Ford (F) | 4.11% | 4.12% |
| Geberit (GEBN.ZU) | 3.71% | 4.05% |
| Realty Income (O) | 4.19% | 3.78% |
| Roche (ROP.ZU) | 2.58% | 3.01% |
| Italgas (IG.MI) | 1.77% | 2.91% |
| IBM (IBM) | 1.45% | 2.73% |
| Johnson & Johnson (JNJ) | 2.42% | 2.71% |
| Deere (DE) | 2.46% | 2.57% |
| Swiss Life (SLHN.ZU) | 1.77% | 2.41% |
| Swisscom (SCMN.ZU) | 2.58% | 2.4% |
| Starbucks (SBUX) | 3.11% | 2.39% |
| Shell (SHEL) | 2.26% | 2.27% |
| Hasbro (HAS) | 1.64% | 2.23% |
| Rio Tinto (RIO.L) | 2.18% | 2.2% |
| Nike (NKE) | 3.22% | 2.07% |
| Allianz (ALV.DE) | 1.29% | 1.9% |
| Philip Morris (PM) | 1.21% | 1.8% |
| AXA (CS.PA) | 1.53% | 1.74% |
| SharonConnolly | 1.77% | 1.7% |
| Take-Two (TTWO) | 1.29% | 1.63% |
| JPMorgan (JPM) | 0.97% | 1.61% |
| Intel (INTC) | 1.61% | 1.5% |
| McDonald's (MCD) | 1.45% | 1.35% |
| Logitech (LOGI) | 1.21% | 1.25% |
| PepsiCo (PEP) | 1.73% | 1.25% |
| Nestle (NESN.ZU) | 1.61% | 1.19% |
| Procter & Gamble (PG) | 1.45% | 1.16% |
| Unilever (ULVR.L) | 1.25% | 1.16% |
| Caterpillar (CAT) | 0.73% | 1.01% |
| BYD (01211.HK) | 0.89% | 0.91% |
| Alphabet (GOOG) | 0.56% | 0.83% |
| Vonovia (VNA.DE) | 1.13% | 0.83% |
| Prospect Capital (PSEC) | 2.34% | 0.82% |
| NVIDIA (NVDA) | 0.64% | 0.82% |
| Toyota (TM) | 0.81% | 0.81% |
| Danone (BN.PA) | 0.66% | 0.8% |
| Microsoft (MSFT) | 0.73% | 0.77% |
| Storebrand (STB.OL) | 0.56% | 0.72% |
| Altria (MO) | 0.64% | 0.7% |
| Stadler (SRAIL.ZU) | 1.13% | 0.7% |
| Bank of America (BAC) | 0.52% | 0.7% |
| Mowi (MOWI.OL) | 0.64% | 0.67% |
| Rolls-Royce (RR.L) | 0.32% | 0.66% |
| Ethereum (ETH) | 0.64% | 0.47% |
| Goldman Sachs (GS) | 0.32% | 0.46% |
| Visa (V) | 0.4% | 0.43% |
| ASML (ASML) | 0.32% | 0.42% |
| ASML (ASML.NV) | 0.32% | 0.4% |
| Swiss Re (SREN.ZU) | 0.4% | 0.39% |
| PayPal (PYPL) | 0.73% | 0.38% |
| Rheinmetall (RHM.DE) | 0.16% | 0.36% |
| Adecco (ADEN.ZU) | 0.73% | 0.36% |
| Apple (AAPL) | 0.24% | 0.33% |
| Lockheed Martin (LMT) | 0.4% | 0.31% |
| 3M (MMM) | 0.24% | 0.3% |
| HUGO BOSS (BOSS.DE) | 0.4% | 0.29% |
| Bayer (BAYN.DE) | 0.4% | 0.29% |
| Diageo (DGE.L) | 0.32% | 0.24% |
| ExxonMobil (XOM) | 0.24% | 0.21% |
| BlackRock (BLK) | 0.16% | 0.18% |
| D-Wave (QBTS) | 0.16% | 0.17% |
| Berkshire Hathaway (BRK.B) | 0.16% | 0.15% |
| Torm PLC (TRMD-A.CO) | 0.24% | 0.15% |
| AGNC (AGNC) | 0.16% | 0.14% |
| Air Products (APD) | 0.16% | 0.11% |
| Novo Nordisk (NOVO-B.CO) | 0.08% | 0.04% |
| Plug Power (PLUG) | 0.4% | 0.02% |
Cash & Instruments Over Time
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