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Portfolio Diversification
Range
Most Diversified
86 instruments
November 7, 2024
Least Diversified
0 instruments
February 2, 2025
Average
57.4 instruments
Most Consistent Holdings
Top 5
KO99.59%
MMM99.59%
PG99.59%
SPY99.59%
MDY99.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 11.43% | 15.26% | 99.59% | - |
| State Street SPDR S&P 500 ETF (SPY) | 10% | 13.47% | 99.59% | - |
 iShares Core High Dividend ETF (HDV) | 5.54% | 6.75% | 99.59% | - |
 Apple (AAPL) | 2.11% | 0% | 87.57% | 6/9/2026 |
 Spotify (SPOT) | 1.79% | 0% | 80.49% | 11/20/2025 |
 NVIDIA (NVDA) | 1.71% | 0% | 60.45% | 12/9/2024 |
 Microsoft (MSFT) | 1.63% | 0% | 75.26% | 3/24/2026 |
 Amazon (AMZN) | 1.5% | 0.79% | 80.31% | - |
 Meta (META) | 1.45% | 0% | 79.79% | 3/20/2026 |
 McDonald's (MCD) | 1.41% | 0% | 92.92% | 6/25/2026 |
| State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 1.34% | 1.07% | 99.59% | - |
 Broadcom (AVGO) | 1.33% | 0% | 66.61% | 2/4/2026 |
| Coca-Cola (KO) | 1.3% | 1.23% | 99.59% | - |
 Bitcoin (BTC) | 1.27% | 13.84% | 22.24% | - |
 Cisco (CSCO) | 1.21% | 0% | 93.32% | 7/2/2026 |
 Thales (HO.PA) | 1.2% | 0% | 65.27% | 3/3/2025 |
 Netflix (NFLX) | 1.09% | 0% | 67.31% | 4/7/2025 |
 Visa (V) | 1.08% | 0.52% | 88.44% | - |
 Morgan Stanley (MS) | 0.98% | 0% | 65.16% | 4/30/2026 |
 Alibaba (BABA) | 0.92% | 0% | 77.06% | 2/13/2026 |
 AXA (CS.PA) | 0.9% | 1.05% | 94.02% | - |
| Procter & Gamble (PG) | 0.9% | 0.44% | 99.59% | - |
 Alphabet (GOOG) | 0.89% | 0.75% | 77.82% | - |
 Credit Agricole (ACA.PA) | 0.86% | 0% | 99.13% | 10/13/2026 |
 iShares U.S. Medical Devices ETF (IHI) | 0.85% | 1.4% | 41.06% | - |
 Mastercard (MA) | 0.84% | 0.52% | 84.38% | - |
 PayPal (PYPL) | 0.84% | 0% | 66.72% | 3/28/2025 |
 Schneider Electric (SU.PA) | 0.82% | 0% | 63.36% | 1/28/2025 |
 Raytheon (RTX) | 0.79% | 0% | 85.83% | 4/22/2026 |
 BNP Paribas (BNP.PA) | 0.76% | 0% | 70.5% | 3/30/2026 |
 Tesla (TSLA) | 0.75% | 0% | 61.73% | 12/31/2024 |
 L'Oréal (OR.PA) | 0.75% | 0% | 64.63% | 2/20/2025 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.74% | 0.6% | 94.02% | - |
 Logitech (LOGI) | 0.73% | 0% | 66.14% | 1/28/2026 |
 JPMorgan (JPM) | 0.73% | 0% | 76.77% | 9/22/2026 |
 Airbus (AIR.PA) | 0.72% | 0% | 67.07% | 4/3/2025 |
 Uber (UBER) | 0.72% | 0% | 70.09% | 11/20/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.69% | 0% | 60.92% | 12/17/2024 |
 LVMH (MC.PA) | 0.68% | 0% | 63.41% | 1/29/2025 |
 Lockheed Martin (LMT) | 0.68% | 0% | 68.12% | 4/23/2026 |
 Realty Income (O) | 0.68% | 0% | 98.43% | 10/1/2026 |
 Societe Generale (GLE.PA) | 0.68% | 0.75% | 63.24% | - |
 AMD (AMD) | 0.66% | 0% | 60.98% | 12/18/2024 |
 SPDR Gold (GLD) | 0.64% | 0% | 64.17% | 1/30/2026 |
 Rio Tinto (RIO) | 0.63% | 0% | 67.36% | 4/8/2025 |
 Danone (BN.PA) | 0.63% | 0% | 72.59% | 7/7/2025 |
 Johnson & Johnson (JNJ) | 0.61% | 0% | 62.31% | 1/10/2025 |
 Simon (SPG) | 0.6% | 0% | 67.13% | 4/4/2025 |
 Nike (NKE) | 0.59% | 0% | 70.73% | 6/5/2025 |
 Intel (INTC) | 0.55% | 0% | 70.67% | 6/4/2025 |
 TSMC (TSM) | 0.55% | 0.75% | 63.76% | - |
| 3M (MMM) | 0.53% | 0.34% | 99.59% | - |
 Activision Blizzard, Inc. (ATVI) | 0.52% | 0% | 36.24% | 10/16/2023 |
 Boeing (BA) | 0.52% | 0% | 60.45% | 12/9/2024 |
 AT&T (T.US) | 0.5% | 0% | 62.2% | 1/8/2025 |
 Starbucks (SBUX) | 0.49% | 0% | 61.03% | 12/19/2024 |
 Tencent (0700.HK) | 0.49% | 0% | 67.31% | 4/7/2025 |
 TotalEnergies (TTE.PA) | 0.48% | 0% | 37.92% | 4/8/2026 |
 Adobe (ADBE) | 0.47% | 0.82% | 61.56% | - |
 Roblox (RBLX) | 0.43% | 0% | 54.88% | 12/9/2024 |
 Disney (DIS) | 0.43% | 0% | 86% | 2/23/2026 |
 Aramco (SAOC) | 0.39% | 0% | 52.73% | 12/12/2024 |
 Corsair (CRSR) | 0.38% | 0% | 59.87% | 11/29/2024 |
 Philips (PHIA.NV) | 0.38% | 0% | 70.79% | 6/6/2025 |
 Cloudflare (NET) | 0.33% | 0% | 59.64% | 11/21/2025 |
 Fiverr (FVRR) | 0.3% | 0% | 46.75% | 4/15/2024 |
 Shell (SHEL.L) | 0.21% | 0.61% | 30.2% | - |
 Chevron (CVX.US) | 0.2% | 0.61% | 30.08% | - |
 Zoom (ZM) | 0.2% | 0% | 46.75% | 4/15/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.2% | 0% | 9.93% | 6/21/2022 |
 Weibo (WB) | 0.18% | 0% | 45.12% | 3/18/2024 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.16% | 0% | 9.93% | 6/21/2022 |
 Nio (NIO) | 0.16% | 0% | 45.12% | 3/18/2024 |
 Allianz (ALV.DE) | 0.16% | 0% | 21.54% | 3/5/2026 |
 ExxonMobil (XOM) | 0.15% | 0% | 9.93% | 6/21/2022 |
 XRP (XRP) | 0.14% | 0% | 31.53% | 3/16/2025 |
 Booking (BKNG) | 0.14% | 0% | 29.44% | 10/8/2025 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0.42% | 20.73% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.11% | 0% | 8.42% | 7/20/2022 |
 Crowdstrike (CRWD) | 0.1% | 0% | 12.49% | 2/24/2025 |
 Qualcomm (QCOM) | 0.1% | 0% | 8.48% | 10/28/2025 |
 Twitter (TWTR) | 0.1% | 0% | 11.21% | 10/28/2022 |
 Litecoin (LTC) | 0.1% | 0% | 31.53% | 3/16/2025 |
 Walmart (WMT) | 0.09% | 0% | 7.32% | 3/19/2026 |
 Aave (AAVE) | 0.09% | 0% | 21.02% | 3/16/2025 |
 Monster Beverage (MNST) | 0.08% | 0% | 36.76% | 3/9/2026 |
 Eiffage (FGR.PA) | 0.08% | 0% | 6.68% | 3/9/2026 |
 AbbVie (ABBV) | 0.08% | 0% | 13.41% | 2/4/2026 |
 Cardano (ADA) | 0.07% | 0% | 31.53% | 3/16/2025 |
 Unilever (ULVR.L) | 0.07% | 0% | 6.91% | 3/13/2026 |
 Tilray (TLRY) | 0.07% | 0% | 39.55% | 3/18/2024 |
 Palantir (PLTR) | 0.06% | 0% | 5.23% | 3/27/2026 |
 Interactive Brokers Group (IBKR) | 0.06% | 0% | 9.35% | 10/22/2025 |
 Oracle (ORCL) | 0.06% | 0% | 6.68% | 3/13/2026 |
 Warner Bros Discovery (WBD) | 0.05% | 0% | 54.01% | 11/29/2024 |
 Cronos (CRO) | 0.05% | 0% | 21.02% | 3/16/2025 |
 Intuitive Surgical (ISRG) | 0.05% | 0% | 8.77% | 4/7/2025 |
 Veolia (VIE.PA) | 0.05% | 0% | 6.5% | 3/6/2026 |
 Vinci (DG.PA) | 0.05% | 0% | 6.5% | 3/6/2026 |
 Compound (COMP) | 0.05% | 0% | 21.02% | 3/16/2025 |
 Cenntro (CENN) | 0.05% | 0% | 32.52% | 8/9/2023 |
 Supermicro (SMCI) | 0.05% | 0% | 10.69% | 11/18/2024 |
 Salesforce (CRM) | 0.04% | 0% | 3.77% | 5/27/2026 |
 Chiliz (CHZ) | 0.04% | 0% | 21.02% | 3/16/2025 |
 Polkadot (DOT) | 0.04% | 0% | 21.02% | 3/16/2025 |
 Cosmos (ATOM) | 0.04% | 0% | 21.02% | 3/16/2025 |
 Build and Build (BNB) | 0.04% | 0% | 11.21% | 6/22/2025 |
 Synthetix (SNX) | 0.03% | 0% | 21.02% | 3/16/2025 |
 UnitedHealth (UNH) | 0.03% | 0% | 6.16% | 2/21/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.03% | 0% | 21.02% | 3/16/2025 |
 ZCASH (ZEC) | 0.03% | 0% | 10.51% | 7/1/2022 |
 Bank of America (BAC) | 0.03% | 0.72% | 4.94% | - |
 Ferrari (RACE) | 0.03% | 0% | 2.73% | 12/10/2025 |
 Sanofi (SAN.PA) | 0.02% | 0% | 3.89% | 1/20/2026 |
 Dassault Aviation (AM.PA) | 0.02% | 0% | 1.68% | 2/5/2026 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 14.34% | 12/20/2024 |
 Hermes (RMS.PA) | 0.02% | 0% | 1.39% | 7/31/2025 |
 Estee Lauder (EL) | 0.01% | 0% | 1.68% | 12/16/2025 |
 Solventum (SOLV) | 0.01% | 0% | 24.8% | 6/6/2025 |
 Caterpillar (CAT) | 0.01% | 0% | 1.22% | 2/12/2025 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.05% | 18% | - |
 Vertex (VRTX) | 0.01% | 0% | 2.5% | 12/19/2024 |
 Meituan (03690.HK) | 0.01% | 0% | 20.09% | 3/15/2024 |
 Cameco (CCJ) | 0% | 0% | 0.46% | 2/17/2026 |
 S&P Global (SPGI) | 0% | 0.82% | 0.52% | - |
 ICE (ICE) | 0% | 0.78% | 0.52% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 12.3% | 14.69% |
| State Street SPDR S&P 500 ETF (SPY) | 11.87% | 13.88% |
| iShares Core High Dividend ETF (HDV) | 8.08% | 7.63% |
| iShares U.S. Medical Devices ETF (IHI) | 2.45% | 2.27% |
| Cisco (CSCO) | 1.28% | 1.66% |
| McDonald's (MCD) | 1.59% | 1.6% |
| Apple (AAPL) | 1.22% | 1.4% |
| State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 1.35% | 1.35% |
| Visa (V) | 1.04% | 1.32% |
| Coca-Cola (KO) | 1.22% | 1.3% |
| BNP Paribas (BNP.PA) | 1.22% | 1.28% |
| Eiffage (FGR.PA) | 1.22% | 1.18% |
| Walmart (WMT) | 1.22% | 1.18% |
| TotalEnergies (TTE.PA) | 1.22% | 1.14% |
| Meta (META) | 1.22% | 1.1% |
| SPDR Gold (GLD) | 1.22% | 1.08% |
| Unilever (ULVR.L) | 1.22% | 1.03% |
| Raytheon (RTX) | 0.61% | 1.01% |
| Allianz (ALV.DE) | 0.98% | 0.91% |
| AXA (CS.PA) | 0.61% | 0.88% |
| Credit Agricole (ACA.PA) | 0.61% | 0.78% |
| Veolia (VIE.PA) | 0.86% | 0.76% |
| Vinci (DG.PA) | 0.86% | 0.76% |
| Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.61% | 0.7% |
| Shell (SHEL.L) | 0.61% | 0.6% |
| Chevron (CVX.US) | 0.61% | 0.58% |
| Berkshire Hathaway (BRK.B) | 0.61% | 0.56% |
| Procter & Gamble (PG) | 0.61% | 0.56% |
| Bank of America (BAC) | 0.61% | 0.56% |
| AbbVie (ABBV) | 0.61% | 0.53% |
| Mastercard (MA) | 0.61% | 0.52% |
| Bitcoin (BTC) | 0.61% | 0.51% |
| Sanofi (SAN.PA) | 0.61% | 0.5% |
| Alibaba (BABA) | 0.61% | 0.49% |
| 3M (MMM) | 0.61% | 0.45% |
| Realty Income (O) | 0.61% | 0.43% |
| Disney (DIS) | 0.61% | 0.34% |
| Monster Beverage (MNST) | 0.15% | 0.21% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% |
Cash & Instruments Over Time
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