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Portfolio Diversification
Range
Most Diversified
38 instruments
August 27, 2026
Least Diversified
0 instruments
November 12, 2025
Average
28.7 instruments
Most Consistent Holdings
Top 5
PG97.78%
SPGI97.78%
RACE97.78%
NOVO-B.CO97.78%
TSM97.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 30, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Procter & Gamble (PG) | 4.47% | 4.37% | 97.78% | - |
 Microsoft (MSFT) | 4.36% | 0% | 82.62% | 7/30/2026 |
 Meta (META) | 4.23% | 0% | 77.45% | 10/5/2026 |
 Costco (COST) | 4.21% | 0% | 96.49% | 10/16/2026 |
 Nestle (NESN.ZU) | 3.8% | 0% | 80.96% | 7/21/2026 |
 Berkshire Hathaway (BRK.B) | 3.76% | 0% | 78.56% | 7/7/2026 |
 SPDR Gold (GLD) | 3.73% | 33.11% | 11.09% | - |
| S&P Global (SPGI) | 3.73% | 3.22% | 97.78% | - |
 Mastercard (MA) | 3.72% | 0% | 82.26% | 7/28/2026 |
 Coca-Cola (KO) | 3.65% | 0% | 77.26% | 6/29/2026 |
 Visa (V) | 3.63% | 0% | 82.07% | 7/27/2026 |
| Novo Nordisk (NOVO-B.CO) | 3.43% | 2.56% | 97.78% | - |
 Apple (AAPL) | 3.43% | 0% | 77.26% | 6/29/2026 |
| TSMC (TSM) | 3.34% | 1.1% | 97.78% | - |
 Space Exploration Technologies Corp (SPCX) | 3.12% | 14.32% | 20.52% | - |
| Ferrari (RACE) | 3.11% | 2.82% | 97.78% | - |
 BlackRock (BLK) | 2.89% | 0% | 58.96% | 8/7/2026 |
 NVIDIA (NVDA) | 2.66% | 0% | 76.16% | 6/29/2026 |
 Broadcom (AVGO) | 2.61% | 0% | 76.71% | 6/29/2026 |
 ASML (ASML.NV) | 2.52% | 1.24% | 97.6% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 2.49% | 1.32% | 70.43% | - |
 Roche (ROP.ZU) | 1.95% | 0% | 81.15% | 7/22/2026 |
 Amazon (AMZN) | 1.85% | 0% | 43.44% | 6/29/2026 |
 Adobe Systems Inc (ADBE.RTH) | 1.83% | 3.63% | 48.43% | - |
 Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 1.83% | 0.41% | 58.23% | - |
 RIT Capital (RCP.L) | 1.71% | 0.43% | 97.6% | - |
 LVMH (MC.PA) | 1.54% | 0.42% | 95.75% | - |
 AMD (AMD) | 1.46% | 1.38% | 68.21% | - |
 PDD Holdings (PDD) | 1.34% | 2.41% | 45.1% | - |
 L'Oréal (OR.PA) | 1.28% | 0% | 25.14% | 9/12/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.19% | 0.45% | 51.76% | - |
 Palantir (PLTR) | 0.95% | 1.15% | 96.67% | - |
 Johnson & Johnson (JNJ) | 0.88% | 0% | 17.19% | 7/31/2025 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.78% | 0.37% | 51.76% | - |
 SM Energy (SM) | 0.75% | 0.7% | 58.78% | - |
 iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) | 0.73% | 0% | 9.8% | 10/12/2026 |
 MercadoLibre (MELI) | 0.69% | 0.58% | 96.67% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.48% | 0.83% | 49.91% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.39% | 3.11% | 12.38% | - |
 iShares Global Aerospace & Defence UCITS ETF (DFND.PA) | 0.3% | 2.39% | 12.38% | - |
 WisdomTree Artificial Intelligence UCITS ETF (WTI2.DE) | 0.29% | 2.36% | 12.38% | - |
 Lithium Americas (LAC) | 0.23% | 0.14% | 70.24% | - |
 Recursion Pharmaceuticals (RXRX) | 0.21% | 2.09% | 10.17% | - |
 Coinbase (COIN) | 0.19% | 1.66% | 11.09% | - |
 Redwire (RDW.US) | 0.18% | 1.51% | 10.17% | - |
 Navitas Semiconductor (NVTS) | 0.18% | 1.44% | 10.17% | - |
 WisdomTree Quantum Computing UCITS ETF - USD Acc (WQTM.L) | 0.17% | 1.23% | 12.38% | - |
 SK hynix Inc ADR (SKHY) | 0.16% | 1.05% | 12.75% | - |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.15% | 0.92% | 16.45% | - |
 Moderna (MRNA) | 0.08% | 0.94% | 11.46% | - |
 iShares 0-3 Month Treasury Bond ETF (SGOV) | 0.07% | 0% | 1.29% | 8/26/2026 |
 USDC (USDC) | 0.07% | 0% | 0.18% | 8/20/2026 |
 MicroStrategy (MSTR) | 0.05% | 0.51% | 11.28% | - |
 Sandisk Corp/DE (SNDK) | 0.05% | 4.17% | 1.11% | - |
 Mobility Global Inc -W (MBGL) | 0.03% | 0.14% | 20.15% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| TSMC (TSM) | 3.77% | 5.86% |
| Microsoft (MSFT) | 5.03% | 5.45% |
| BlackRock (BLK) | 5.36% | 4.94% |
| Berkshire Hathaway (BRK.B) | 5.03% | 4.88% |
| Coca-Cola (KO) | 5.03% | 4.84% |
| Apple (AAPL) | 3.77% | 4.77% |
| Nestle (NESN.ZU) | 5.03% | 4.69% |
| Mastercard (MA) | 4.61% | 4.67% |
| Visa (V) | 4.61% | 4.55% |
| Meta (META) | 5.45% | 4.52% |
| AMD (AMD) | 4.82% | 4.46% |
| Procter & Gamble (PG) | 5.03% | 4.37% |
| S&P Global (SPGI) | 4.19% | 4.21% |
| Amazon (AMZN) | 4.23% | 4.21% |
| Costco (COST) | 4.61% | 3.97% |
| NVIDIA (NVDA) | 3.35% | 3.92% |
| SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 3.73% | 3.75% |
| Vanguard FTSE Emerging Markets UCITS ETF (VFEA.L) | 3.69% | 3.67% |
| SM Energy (SM) | 3.56% | 3.47% |
| Novo Nordisk (NOVO-B.CO) | 4.61% | 3.44% |
| Ferrari (RACE) | 3.77% | 2.89% |
| Broadcom (AVGO) | 1.68% | 2.08% |
| ASML (ASML.NV) | 1.12% | 1.72% |
| Palantir (PLTR) | 0.84% | 1.13% |
| Roche (ROP.ZU) | 0.75% | 0.92% |
| LVMH (MC.PA) | 0.57% | 0.75% |
| MercadoLibre (MELI) | 0.84% | 0.7% |
| RIT Capital (RCP.L) | 0.37% | 0.43% |
| Lithium Americas (LAC) | 0.4% | 0.31% |
Cash & Instruments Over Time
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