Portfolio Diversification
Range
Most Diversified
6 instruments
March 29, 2025
Least Diversified
0 instruments
August 30, 2024
Average
1.6 instruments
Most Consistent Holdings
Top 5
SWDA.L28.79%
VOO24.38%
SCHD18.43%
RR.L9.02%
RHM.DE9.02%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 tadekpro | 54.92% | 0% | 55.47% | 8/29/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 13.88% | 47.75% | 28.79% | - |
| Vanguard S&P 500 ETF (VOO) | 5.5% | 0% | 24.38% | 3/27/2025 |
| Schwab US Dividend Equity ETF (SCHD) | 2.33% | 0% | 18.43% | 2/24/2025 |
| Rheinmetall (RHM.DE) | 0.78% | 12.9% | 9.02% | - |
| Rolls-Royce (RR.L) | 0.67% | 9.82% | 9.02% | - |
 Kongsberg Gruppen ASA (KOG.OL) | 0.47% | 5.44% | 9.02% | - |
 Textron (TXT) | 0.21% | 4.69% | 4.41% | - |
 BYD (01211.HK) | 0.21% | 4.79% | 4.22% | - |
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% |