Portfolio Diversification
Range
Most Diversified
6 instruments
March 28, 2025
Least Diversified
0 instruments
November 3, 2023
Average
1.7 instruments
Most Consistent Holdings
Top 5
SWDA.L27.41%
BND23.28%
NVDA11.9%
VGK11.38%
XLF11.03%
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 |
|---|---|---|---|---|
| 43.61% | 0% | 43.62% | 7/17/2024 | |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 16.34% | 0% | 27.41% | 4/23/2025 |
| Vanguard Total Bond Market ETF (BND) | 4.09% | 6.39% | 23.28% | - |
| NVIDIA (NVDA) | 2.28% | 0% | 11.9% | 1/22/2025 |
| Vanguard FTSE Europe ETF (VGK) | 1.92% | 20.92% | 11.38% | - |
 Vanguard S&P 500 ETF (VOO) | 1.52% | 21.22% | 7.41% | - |
 iShares MSCI China ETF (MCHI) | 1.18% | 0% | 5.86% | 5/28/2025 |
 Industrial Select Sector SPDR (XLI) | 1.15% | 0% | 3.79% | 12/6/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 1.13% | 13.05% | 5.34% | - |
| Financial Select Sector SPDR (XLF) | 0.8% | 0% | 11.03% | 1/30/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.52% | 0% | 10% | 4/25/2025 |
 MercadoLibre (MELI) | 0.25% | 12.68% | 1.9% | - |
 iShares Edge MSCI USA Momentum (MTUM) | 0.23% | 0% | 2.41% | 2/24/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.17% | 0% | 2.41% | 4/23/2025 |
 Lululemon (LULU) | 0.17% | 0% | 2.07% | 4/8/2025 |
 Snowflake (SNOW) | 0.09% | 25.62% | 0.34% | - |
 Rheinmetall (RHM.DE) | 0.06% | 0% | 1.21% | 12/4/2024 |
 Eaton (ETN) | 0.03% | 0% | 0.69% | 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% |