Portfolio Diversification
Range
Most Diversified
17 instruments
June 6, 2025
Least Diversified
2 instruments
April 11, 2025
Average
10.2 instruments
Most Consistent Holdings
Top 5
SPY5.L100%
UDVD.L100%
IBZL.L99.01%
QDVR.DE96.04%
IQQH.DE96.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 11, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 4.01% | 6.1% | 100% | - |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 3.26% | 3.37% | 100% | - |
| iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 3.2% | 3.12% | 99.01% | - |
| iShares Global Clean Energy UCITS ETF (IQQH.DE) | 3.17% | 3.39% | 96.04% | - |
| iShares MSCI USA SRI UCITS ETF USD (QDVR.DE) | 3.1% | 3.24% | 96.04% | - |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 3.02% | 3.09% | 96.04% | - |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 2.23% | 6.27% | 45.54% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.49% | 5.62% | 47.52% | - |
 Alphabet (GOOG) | 1.46% | 3.38% | 46.53% | - |
 LVMH (MC.PA) | 1.43% | 3.17% | 47.52% | - |
 Schwab US Dividend Equity ETF (SCHD) | 1.32% | 2.93% | 44.55% | - |
 Apple (AAPL) | 1.21% | 0% | 42.57% | 7/17/2025 |
 Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL) | 1.17% | 3.12% | 37.62% | - |
 Amundi CAC 40 (GC40.DE) | 0.87% | 2.95% | 29.7% | - |
 Salesforce (CRM) | 0.76% | 0% | 24.75% | 6/27/2025 |
 Bath & Body Works (BBWI) | 0.67% | 0% | 21.78% | 6/27/2025 |
 Kering (KER.PA) | 0.57% | 0% | 17.82% | 6/20/2025 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.34% | 0% | 9.9% | 6/12/2025 |
 Schlumberger (SLB) | 0.22% | 0% | 6.93% | 6/9/2025 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.17% | 5.68% | 2.97% | - |
 Berkshire Hathaway (BRK.B) | 0.08% | 2.86% | 2.97% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.08% | 2.81% | 2.97% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.