Portfolio Diversification
Range
Most Diversified
6 instruments
March 28, 2025
Least Diversified
0 instruments
November 3, 2023
Average
1.9 instruments
Most Consistent Holdings
Top 5
BND28.3%
SWDA.L25.56%
VOO13.5%
VGK12.7%
USMV11.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 3, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 40.67% | 0% | 40.68% | 7/17/2024 | |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 15.24% | 0% | 25.56% | 4/23/2025 |
| Vanguard Total Bond Market ETF (BND) | 4.24% | 0% | 28.3% | 7/18/2025 |
| Vanguard S&P 500 ETF (VOO) | 2.84% | 0% | 13.5% | 7/18/2025 |
| Vanguard FTSE Europe ETF (VGK) | 2.23% | 0% | 12.7% | 6/20/2025 |
 NVIDIA (NVDA) | 2.12% | 0% | 11.09% | 1/22/2025 |
| iShares Edge MSCI Min Vol USA (USMV) | 1.91% | 0% | 11.58% | 7/18/2025 |
 iShares MSCI China ETF (MCHI) | 1.1% | 0% | 5.47% | 5/28/2025 |
 Snowflake (SNOW) | 1.08% | 0% | 4.18% | 7/1/2025 |
 Industrial Select Sector SPDR (XLI) | 1.07% | 0% | 3.54% | 12/6/2024 |
 MercadoLibre (MELI) | 1.05% | 0% | 8.36% | 7/18/2025 |
 Financial Select Sector SPDR (XLF) | 0.74% | 0% | 10.29% | 1/30/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.48% | 0% | 9.32% | 4/25/2025 |
 iShares Edge MSCI USA Momentum (MTUM) | 0.22% | 0% | 2.25% | 2/24/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.16% | 0% | 2.25% | 4/23/2025 |
 Lululemon (LULU) | 0.16% | 0% | 1.93% | 4/8/2025 |
 Rheinmetall (RHM.DE) | 0.06% | 0% | 1.13% | 12/4/2024 |
 Eaton (ETN) | 0.03% | 0% | 0.64% | 3/31/2025 |
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) | 72.58% | 74.67% |
| NVIDIA (NVDA) | 19.91% | 18.88% |
| Financial Select Sector SPDR (XLF) | 7.47% | 7.21% |