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Portfolio Diversification
Range
Most Diversified
20 instruments
July 7, 2026
Least Diversified
0 instruments
April 4, 2026
Average
6.3 instruments
Most Consistent Holdings
Top 5
BMY99.41%
PFE38.73%
FATE36.98%
CSPX.L33.07%
SRRK32.98%
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 |
|---|---|---|---|---|
| Bristol-Myers Squibb (BMY) | 67.41% | 5.2% | 99.41% | - |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 7.39% | 21.24% | 33.07% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.84% | 12.42% | 25.07% | - |
 AMD (AMD) | 2.66% | 9.21% | 31.12% | - |
| Pfizer (PFE) | 2.27% | 0% | 38.73% | 2/3/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 1.98% | 8.15% | 24.88% | - |
 NVIDIA (NVDA) | 1.67% | 5.92% | 31.12% | - |
| Fate Therapeutics (FATE) | 1.27% | 0% | 36.98% | 2/17/2026 |
 Microsoft (MSFT) | 1.15% | 5.61% | 24.78% | - |
 iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 1.15% | 6.68% | 19.41% | - |
| Scholar Rock (SRRK) | 1.04% | 2.4% | 32.98% | - |
 Invesco QQQ (QQQ) | 0.88% | 0% | 8% | 2/2/2026 |
 Apple (AAPL) | 0.84% | 4.03% | 22.24% | - |
 JPMorgan (JPM) | 0.71% | 2.35% | 25.17% | - |
 Santander (SAN.MC) | 0.65% | 2.71% | 24.88% | - |
 Rolls-Royce (RR.L) | 0.57% | 2.34% | 22.44% | - |
 Ferrari NV (RACE.MI) | 0.54% | 2.48% | 25.17% | - |
 Leonardo (LDO.MI) | 0.38% | 0.99% | 24.88% | - |
 Banca Mediolanum (BMED.MI) | 0.34% | 1.3% | 22.24% | - |
 Vanguard FTSE Developed Europe UCITS ETF (VWCG.L) | 0.33% | 2.28% | 16.39% | - |
 iShares Core MSCI EM IMI UCITS ETF (EIMI.L) | 0.33% | 3.51% | 10.44% | - |
 Vertex (VRTX) | 0.21% | 1.29% | 16.49% | - |
 Amgen (AMGN) | 0.11% | 0.71% | 16.49% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bristol-Myers Squibb (BMY) | 52.42% | 49.4% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 21.03% | 22.19% |
| Invesco QQQ (QQQ) | 9.22% | 9.57% |
| NVIDIA (NVDA) | 6.03% | 6.59% |
| AMD (AMD) | 5.82% | 6.27% |
| Scholar Rock (SRRK) | 3.66% | 4.49% |
| Fate Therapeutics (FATE) | 1.79% | 1.48% |
Cash & Instruments Over Time
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