Portfolio Diversification
Range
Most Diversified
7 instruments
April 24, 2025
Least Diversified
0 instruments
August 30, 2024
Average
2.1 instruments
Most Consistent Holdings
Top 5
SWDA.L34.91%
VOO22.28%
SCHD16.84%
RR.L16.84%
RHM.DE16.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 tadekpro | 50.2% | 0% | 50.7% | 8/29/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 16.75% | 46.03% | 34.91% | - |
| Vanguard S&P 500 ETF (VOO) | 5.02% | 0% | 22.28% | 3/27/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 2.13% | 0% | 16.84% | 2/24/2025 |
| Rheinmetall (RHM.DE) | 1.87% | 13.81% | 16.84% | - |
| Rolls-Royce (RR.L) | 1.49% | 10.65% | 16.84% | - |
 Kongsberg Gruppen ASA (KOG.OL) | 0.89% | 5.48% | 16.84% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 0.8% | 9.98% | 7.89% | - |
 BYD (01211.HK) | 0.61% | 4.64% | 12.46% | - |
 Textron (TXT) | 0.6% | 4.66% | 12.63% | - |
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) | 39.44% | 40.17% |
| Vanguard S&P 500 ETF (VOO) | 11.82% | 11.82% |
| Schwab US Dividend Equity ETF (SCHD) | 11.83% | 11.35% |