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Portfolio Diversification
Range
Most Diversified
86 instruments
November 7, 2024
Least Diversified
0 instruments
February 2, 2025
Average
63.5 instruments
Most Consistent Holdings
Top 5
CSCO99.93%
DIS99.93%
KO99.93%
MCD99.93%
MMM99.93%
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) | 10.52% | 14.21% | 99.93% | - |
 SPDR S&P 500 ETF (SPY) | 9.22% | 13.43% | 99.93% | - |
 iShares Core High Dividend ETF (HDV) | 5.26% | 5.03% | 99.93% | - |
 Apple (AAPL) | 2.41% | 1.09% | 96.4% | - |
 Spotify (SPOT) | 2.09% | 0% | 94.16% | 11/20/2025 |
 NVIDIA (NVDA) | 2% | 0% | 70.72% | 12/9/2024 |
 Microsoft (MSFT) | 1.87% | 0% | 86.07% | 1/29/2026 |
 Amazon (AMZN) | 1.72% | 0% | 91.24% | 2/5/2026 |
 Meta (META) | 1.69% | 0% | 92.66% | 2/4/2026 |
 Broadcom (AVGO) | 1.55% | 0% | 77.92% | 2/4/2026 |
| McDonald's (MCD) | 1.52% | 0.94% | 99.93% | - |
 Thales (HO.PA) | 1.41% | 0% | 76.36% | 3/3/2025 |
 SPDR S&P Midcap 400 (MDY) | 1.36% | 1.38% | 99.93% | - |
| Coca-Cola (KO) | 1.31% | 1.4% | 99.93% | - |
 Netflix (NFLX) | 1.28% | 0% | 78.74% | 4/7/2025 |
| Cisco (CSCO) | 1.24% | 1.54% | 99.93% | - |
 Visa (V) | 1.22% | 0.72% | 99.86% | - |
 Morgan Stanley (MS) | 1.1% | 0% | 72.83% | 3/10/2025 |
 Alibaba (BABA) | 1.08% | 0.51% | 90.15% | - |
 Alphabet (GOOG) | 1.04% | 0% | 90.42% | 2/4/2026 |
 PayPal (PYPL) | 0.98% | 0% | 78.06% | 3/28/2025 |
 Schneider Electric (SU.PA) | 0.96% | 0% | 74.12% | 1/28/2025 |
 Mastercard (MA) | 0.96% | 1.65% | 95.31% | - |
 Procter & Gamble (PG) | 0.96% | 1.19% | 99.93% | - |
 AXA (CS.PA) | 0.93% | 0.78% | 93.41% | - |
 Credit Agricole (ACA.PA) | 0.89% | 1.41% | 99.93% | - |
 Tesla (TSLA) | 0.88% | 0% | 72.21% | 12/31/2024 |
 L'Oréal (OR.PA) | 0.87% | 0% | 75.61% | 2/20/2025 |
 Raytheon (RTX) | 0.87% | 1.05% | 95.92% | - |
 Logitech (LOGI) | 0.86% | 0% | 77.38% | 1/28/2026 |
 BNP Paribas (BNP.PA) | 0.86% | 2.53% | 79.96% | - |
 Airbus (AIR.PA) | 0.84% | 0% | 78.46% | 4/3/2025 |
 Uber (UBER) | 0.84% | 0% | 82% | 11/20/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.8% | 0% | 71.26% | 12/17/2024 |
 LVMH (MC.PA) | 0.8% | 0% | 74.18% | 1/29/2025 |
 Lockheed Martin (LMT) | 0.79% | 0% | 79.14% | 6/11/2025 |
 Societe Generale (GLE.PA) | 0.78% | 0% | 72.55% | 4/4/2025 |
 AMD (AMD) | 0.77% | 0% | 71.33% | 12/18/2024 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.76% | 0.69% | 93.41% | - |
 SPDR Gold (GLD) | 0.75% | 0% | 75.07% | 1/30/2026 |
 Rio Tinto (RIO) | 0.74% | 0% | 78.8% | 4/8/2025 |
 Danone (BN.PA) | 0.73% | 0% | 84.92% | 7/7/2025 |
 Realty Income (O) | 0.73% | 0.47% | 99.93% | - |
 iShares U.S. Medical Devices ETF (IHI) | 0.72% | 1.98% | 31.45% | - |
 JPMorgan (JPM) | 0.72% | 0% | 76.83% | 3/10/2025 |
 Johnson & Johnson (JNJ) | 0.71% | 0% | 72.89% | 1/10/2025 |
 Simon (SPG) | 0.71% | 0% | 78.53% | 4/4/2025 |
 Nike (NKE) | 0.7% | 0% | 82.74% | 6/5/2025 |
 Intel (INTC) | 0.64% | 0% | 82.68% | 6/4/2025 |
 TSMC (TSM) | 0.63% | 0% | 74.05% | 1/27/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.61% | 0% | 42.39% | 10/16/2023 |
 Boeing (BA) | 0.61% | 0% | 70.72% | 12/9/2024 |
 AT&T (T) | 0.58% | 0% | 72.76% | 1/8/2025 |
 Starbucks (SBUX) | 0.58% | 0% | 71.4% | 12/19/2024 |
 Tencent (0700.HK) | 0.57% | 0% | 78.74% | 4/7/2025 |
| 3M (MMM) | 0.56% | 0.46% | 99.93% | - |
 Adobe (ADBE) | 0.54% | 0% | 71.4% | 12/19/2024 |
 TotalEnergies (TTE.PA) | 0.51% | 0% | 40.76% | 2/12/2026 |
 Roblox (RBLX) | 0.5% | 0% | 64.2% | 12/9/2024 |
| Disney (DIS) | 0.5% | 0.29% | 99.93% | - |
 Aramco (SAOC) | 0.45% | 0% | 61.68% | 12/12/2024 |
 Corsair (CRSR) | 0.45% | 0% | 70.04% | 11/29/2024 |
 Philips (PHIA.NV) | 0.44% | 0% | 82.81% | 6/6/2025 |
 Cloudflare (NET) | 0.38% | 0% | 69.77% | 11/21/2025 |
 Fiverr (FVRR) | 0.35% | 0% | 54.69% | 4/15/2024 |
 Zoom (ZM) | 0.23% | 0% | 54.69% | 4/15/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.23% | 0% | 11.62% | 6/21/2022 |
 Weibo (WB) | 0.21% | 0% | 52.79% | 3/18/2024 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.19% | 0% | 11.62% | 6/21/2022 |
 Nio (NIO) | 0.19% | 0% | 52.79% | 3/18/2024 |
 Allianz (ALV.DE) | 0.17% | 0% | 23.85% | 2/12/2026 |
 ExxonMobil (XOM) | 0.17% | 0% | 11.62% | 6/21/2022 |
 XRP (XRP) | 0.17% | 0% | 36.89% | 3/16/2025 |
 Booking (BKNG) | 0.16% | 0% | 34.44% | 10/8/2025 |
 Chevron (CVX) | 0.13% | 1.27% | 18.75% | - |
 Shell (SHEL.L) | 0.13% | 1.16% | 18.75% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.13% | 0% | 9.85% | 7/20/2022 |
 Crowdstrike (CRWD) | 0.12% | 0% | 14.61% | 2/24/2025 |
 Qualcomm (QCOM) | 0.12% | 0% | 9.92% | 10/28/2025 |
 Twitter (TWTR) | 0.12% | 0% | 13.11% | 10/28/2022 |
 Litecoin (LTC) | 0.11% | 0% | 36.89% | 3/16/2025 |
 Aave (AAVE) | 0.1% | 0% | 24.59% | 3/16/2025 |
 AbbVie (ABBV) | 0.09% | 0% | 15.69% | 2/4/2026 |
 Monster Beverage (MNST) | 0.09% | 0.55% | 41.37% | - |
 Cardano (ADA) | 0.08% | 0% | 36.89% | 3/16/2025 |
 Tilray (TLRY) | 0.08% | 0% | 46.26% | 3/18/2024 |
 Walmart (WMT) | 0.08% | 1.35% | 6.25% | - |
 Interactive Brokers Group (IBKR) | 0.07% | 0% | 10.94% | 10/22/2025 |
 Eiffage (FGR.PA) | 0.07% | 1.25% | 6.18% | - |
 Bitcoin (BTC) | 0.07% | 2.17% | 9.44% | - |
 Unilever (ULVR.L) | 0.06% | 1.08% | 6.18% | - |
 Palantir (PLTR) | 0.06% | 0% | 5.03% | 1/29/2026 |
 Warner Bros Discovery (WBD) | 0.06% | 0% | 63.18% | 11/29/2024 |
 Cronos (CRO) | 0.06% | 0% | 24.59% | 3/16/2025 |
 Intuitive Surgical (ISRG) | 0.06% | 0% | 10.26% | 4/7/2025 |
 Compound (COMP) | 0.06% | 0% | 24.59% | 3/16/2025 |
 Cenntro (CENN) | 0.06% | 0% | 38.04% | 8/9/2023 |
 Oracle (ORCL) | 0.06% | 0% | 6.73% | 11/20/2025 |
 Berkshire Hathaway (BRK.B) | 0.06% | 1.05% | 7.68% | - |
 Supermicro (SMCI) | 0.05% | 0% | 12.5% | 11/18/2024 |
 Salesforce (CRM) | 0.05% | 0% | 4.35% | 8/7/2025 |
 Chiliz (CHZ) | 0.05% | 0% | 24.59% | 3/16/2025 |
 Veolia (VIE.PA) | 0.05% | 0.82% | 6.18% | - |
 Vinci (DG.PA) | 0.05% | 0.81% | 6.18% | - |
 Polkadot (DOT) | 0.05% | 0% | 24.59% | 3/16/2025 |
 Cosmos (ATOM) | 0.04% | 0% | 24.59% | 3/16/2025 |
 Build and Build (BNB) | 0.04% | 0% | 13.11% | 6/22/2025 |
 Synthetix (SNX) | 0.04% | 0% | 24.59% | 3/16/2025 |
 UnitedHealth (UNH) | 0.04% | 0% | 7.2% | 2/21/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.04% | 0% | 24.59% | 3/16/2025 |
 ZCASH (ZEC) | 0.04% | 0% | 12.3% | 7/1/2022 |
 Ferrari (RACE) | 0.03% | 0% | 3.19% | 12/10/2025 |
 Bank of America (BAC) | 0.03% | 0% | 5.16% | 1/28/2026 |
 Sanofi (SAN.PA) | 0.02% | 0% | 4.55% | 1/20/2026 |
 Dassault Aviation (AM.PA) | 0.02% | 0% | 1.97% | 2/5/2026 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 16.78% | 12/20/2024 |
 Hermes (RMS.PA) | 0.02% | 0% | 1.63% | 7/31/2025 |
 Estee Lauder (EL) | 0.02% | 0% | 1.97% | 12/16/2025 |
 Solventum (SOLV) | 0.02% | 0% | 29.01% | 6/6/2025 |
 Caterpillar (CAT) | 0.01% | 0% | 1.43% | 2/12/2025 |
 Vertex (VRTX) | 0.01% | 0% | 2.92% | 12/19/2024 |
 Meituan (03690.HK) | 0.01% | 0% | 23.51% | 3/15/2024 |
 Cameco (CCJ) | 0% | 1% | 0.27% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% | 4.48% | - |
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% |
| 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% |
| SPDR S&P Midcap 400 (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) | 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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