Portfolio Diversification
Range
Most Diversified
7 instruments
April 24, 2025
Least Diversified
0 instruments
August 30, 2024
Average
3.1 instruments
Most Consistent Holdings
Top 5
SWDA.L41.04%
RR.L35.99%
RHM.DE35.99%
KOG.OL35.99%
TXT32.8%
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 |
|---|---|---|---|---|
| 38% | 0% | 38.38% | 8/29/2024 | |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 19.51% | 0% | 41.04% | 9/26/2025 |
| Rheinmetall (RHM.DE) | 5.52% | 0% | 35.99% | 12/1/2025 |
| Rolls-Royce (RR.L) | 5.06% | 0% | 35.99% | 12/1/2025 |
 iShares MSCI World Small Cap UCITS ETF (IUSN.DE) | 3.85% | 0% | 29.22% | 12/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 3.8% | 0% | 16.87% | 3/27/2025 |
| Kongsberg Gruppen ASA (KOG.OL) | 2.01% | 0% | 35.99% | 12/1/2025 |
| Textron (TXT) | 1.98% | 0% | 32.8% | 12/1/2025 |
 BYD (01211.HK) | 1.66% | 0% | 32.8% | 12/2/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 1.61% | 0% | 12.75% | 2/24/2025 |
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% |