Portfolio Diversification
Range
Most Diversified
9 instruments
January 30, 2025
Least Diversified
0 instruments
January 26, 2025
Average
5.7 instruments
Most Consistent Holdings
Top 5
VGWD.DE99.37%
ESP0.DE99.37%
BRK.B98.11%
CSPX.L98.11%
PPFB.DE75.16%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 26, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 32.99% | 32.41% | 98.11% | - |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 26.14% | 23.96% | 99.37% | - |
| Berkshire Hathaway (BRK.B) | 17.13% | 16.34% | 98.11% | - |
| VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 8.97% | 9.37% | 99.37% | - |
 EuropeDefense | 5.89% | 10.67% | 52.2% | - |
| iShares Physical Gold ETC (PPFB.DE) | 2.14% | 3.89% | 75.16% | - |
 iShares Listed Private Equity UCITS ETF (IQQL.DE) | 0.83% | 0% | 23.58% | 4/14/2025 |
 SoFi (SOFI) | 0.71% | 0% | 21.7% | 4/14/2025 |
 BigTech | 0.42% | 0% | 1.57% | 2/3/2025 |
 Microsoft (MSFT) | 0.31% | 0% | 2.2% | 2/3/2025 |
 SAP (SAP.DE) | 0.06% | 0% | 0.63% | 1/31/2025 |
 iShares MSCI India ETF (INDA) | 0.03% | 0% | 0.31% | 1/30/2025 |
 iShares Healthcare Innovation UCITS ETF (2B78.DE) | 0.03% | 0% | 0.31% | 1/30/2025 |
 iShares Global Clean Energy UCITS ETF (IQQH.DE) | 0.01% | 0% | 0.31% | 1/30/2025 |
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.