Portfolio Diversification
Range
Most Diversified
22 instruments
June 14, 2024
Least Diversified
0 instruments
July 23, 2022
Average
13.3 instruments
Most Consistent Holdings
Top 5
FSLR75.93%
IBE.MC75.93%
XYL75.93%
SMSN.L75.93%
NEL.OL75.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since July 21, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 18.51% | 44.31% | 49.28% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 9.8% | 17.65% | 38.89% | - |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 9.78% | 18.27% | 38.89% | - |
 iShares Global Clean Energy UCITS ETF (IQQH.DE) | 5.2% | 8.59% | 38.89% | - |
| Samsung (SMSN.L) | 4.14% | 0.24% | 75.93% | - |
| Iberdrola (IBE.MC) | 4.04% | 0.87% | 75.93% | - |
| Xylem (XYL) | 3.84% | 0.56% | 75.93% | - |
 Texas Instruments (TXN) | 3.81% | 0.55% | 73.77% | - |
 Gentex (GNTX) | 3.74% | 0.25% | 73.77% | - |
 Eletrobras (EBR) | 3.74% | 0.33% | 75% | - |
| Nel (NEL.OL) | 3.25% | 0.15% | 75.93% | - |
| First Solar (FSLR) | 2.05% | 0.24% | 75.93% | - |
 Sea (SE) | 2.01% | 0.99% | 75.93% | - |
 Target (TGT) | 1.83% | 0% | 3.5% | 4/12/2023 |
 Alphabet (GOOG) | 1.83% | 0.5% | 69.14% | - |
 Amazon (AMZN) | 1.64% | 0% | 29.63% | 3/27/2024 |
 UNFI (UNFI) | 1.47% | 0.13% | 75% | - |
 Infosys (INFY) | 1.28% | 0.28% | 54.22% | - |
 Airbnb (ABNB) | 0.67% | 0.24% | 47.43% | - |
 FirstEnergy (FE) | 0.49% | 0% | 1.13% | 2/7/2023 |
 Geely (00175.HK) | 0.35% | 0.59% | 41.26% | - |
 Orsted (ORSTED.CO) | 0.33% | 0.26% | 41.98% | - |
 Microsoft (MSFT) | 0.26% | 0.23% | 41.67% | - |
 Autodesk (ADSK) | 0.23% | 0.37% | 39.61% | - |
 PayPal (PYPL) | 0.21% | 0% | 2.16% | 4/25/2023 |
 Volkswagen (VOW3.DE) | 0.21% | 0% | 2.16% | 4/25/2023 |
 GlaxoSmithKline (GSK) | 0.16% | 0% | 0.21% | 11/17/2022 |
 NextEra (NEE) | 0.09% | 0% | 0.93% | 4/12/2023 |
 Wells Fargo (WFC) | 0.09% | 0% | 0.1% | 2/2/2023 |
 Toyota (TM) | 0.09% | 0% | 0.93% | 4/12/2023 |
 Ballard Power (BLDP) | 0.06% | 0% | 1.23% | 4/25/2023 |
 Intel (INTC) | 0.05% | 0% | 0.1% | 11/4/2022 |
 Pentair (PNR) | 0.04% | 0% | 0.21% | 7/22/2022 |
 Helmerich & Payne (HP) | 0.03% | 0% | 0.1% | 8/16/2022 |
 Pfizer (PFE) | 0.03% | 0% | 0.1% | 11/3/2022 |
 SAP (SAP) | 0.03% | 0% | 0.1% | 10/4/2022 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.03% | 0% | 0.31% | 11/4/2022 |
 Disney (DIS) | 0.02% | 0% | 0.1% | 11/10/2022 |
 Bloom Energy (BE) | 0.02% | 0% | 0.51% | 4/18/2023 |
 Canadian Solar (CSIQ) | 0.02% | 0% | 0.1% | 10/4/2022 |
 Tesla (TSLA) | 0.02% | 0% | 0.1% | 10/4/2022 |
 Nintendo (NTDOY) | 0.02% | 0% | 0.1% | 10/4/2022 |
 Lamb Weston (LW) | 0.02% | 0% | 0.1% | 11/3/2022 |
 NVIDIA (NVDA) | 0.01% | 0% | 0.72% | 8/23/2022 |
 Cavendish Hydrogen (CAVEN.OL) | 0.01% | 0.01% | 31.69% | - |
 Brinks (BCO) | 0% | 0% | 0.1% | 2/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 25.56% | 27.24% |
| iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 25.56% | 27.02% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 25.56% | 26.4% |
| iShares Global Clean Energy UCITS ETF (IQQH.DE) | 15.13% | 12.66% |
| Sea (SE) | 0.43% | 1.14% |
| Iberdrola (IBE.MC) | 0.85% | 0.96% |
| Texas Instruments (TXN) | 0.85% | 0.92% |
| Xylem (XYL) | 0.7% | 0.77% |
| Geely (00175.HK) | 0.44% | 0.74% |
| Autodesk (ADSK) | 0.51% | 0.55% |
| Infosys (INFY) | 0.43% | 0.49% |
| Gentex (GNTX) | 0.42% | 0.44% |
| First Solar (FSLR) | 0.43% | 0.44% |
| Alphabet (GOOG) | 0.29% | 0.42% |
| Orsted (ORSTED.CO) | 0.45% | 0.4% |
| Airbnb (ABNB) | 0.41% | 0.37% |
| Eletrobras (EBR) | 0.47% | 0.34% |
| Microsoft (MSFT) | 0.34% | 0.34% |
| Samsung (SMSN.L) | 0.41% | 0.3% |
| Nel (NEL.OL) | 0.43% | 0.25% |
| UNFI (UNFI) | 0.09% | 0.19% |
| Cavendish Hydrogen (CAVEN.OL) | 0% | 0.01% |