Portfolio Diversification
Range
Most Diversified
7 instruments
April 24, 2025
Least Diversified
0 instruments
August 30, 2024
Average
3 instruments
Most Consistent Holdings
Top 5
SWDA.L43.77%
RR.L32.72%
RHM.DE32.72%
KOG.OL32.72%
TXT29.32%
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 |
|---|---|---|---|---|
| 40.53% | 0% | 40.93% | 8/29/2024 | |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 20.8% | 0% | 43.77% | 9/26/2025 |
| Rheinmetall (RHM.DE) | 4.46% | 25.47% | 32.72% | - |
 Vanguard S&P 500 ETF (VOO) | 4.06% | 0% | 17.99% | 3/27/2025 |
| Rolls-Royce (RR.L) | 3.91% | 25.65% | 32.72% | - |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 2.89% | 20.71% | 25.5% | - |
| Kongsberg Gruppen ASA (KOG.OL) | 1.74% | 8.05% | 32.72% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.72% | 0% | 13.6% | 2/24/2025 |
| Textron (TXT) | 1.56% | 9.56% | 29.32% | - |
 BYD (01211.HK) | 1.33% | 6.73% | 29.18% | - |
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% |