Portfolio Diversification
Range
Most Diversified
7 instruments
April 24, 2025
Least Diversified
0 instruments
August 30, 2024
Average
2.8 instruments
Most Consistent Holdings
Top 5
SWDA.L43.64%
RR.L28.18%
RHM.DE28.18%
KOG.OL28.18%
TXT24.55%
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 |
|---|---|---|---|---|
| 43.35% | 0% | 43.79% | 8/29/2024 | |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 20.77% | 47.58% | 43.64% | - |
 Vanguard S&P 500 ETF (VOO) | 4.34% | 0% | 19.24% | 3/27/2025 |
| Rheinmetall (RHM.DE) | 3.38% | 12.77% | 28.18% | - |
| Rolls-Royce (RR.L) | 2.86% | 12.35% | 28.18% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 2.05% | 10.19% | 20.45% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.84% | 0% | 14.55% | 2/24/2025 |
| Kongsberg Gruppen ASA (KOG.OL) | 1.42% | 4.15% | 28.18% | - |
| Textron (TXT) | 1.17% | 4.78% | 24.55% | - |
 BYD (01211.HK) | 1.08% | 3.41% | 24.39% | - |
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% |