Portfolio Diversification
Range
Most Diversified
132 instruments
May 24, 2024
Least Diversified
0 instruments
February 2, 2025
Average
75.9 instruments
Most Consistent Holdings
Top 5
QRTEA99.87%
EL99.87%
BAYN.DE98.8%
BTC95.48%
ETH95.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 3.08% | 0% | 89.64% | 2/1/2025 |
 Alphabet (GOOG) | 2.74% | 0% | 87.52% | 2/1/2025 |
 Linde (LIN) | 2.34% | 0% | 78.62% | 2/1/2025 |
| Bitcoin (BTC) | 2.2% | 0% | 95.48% | 2/1/2025 |
 Amazon (AMZN) | 2.06% | 0% | 90.44% | 2/1/2025 |
 Apple (AAPL) | 1.92% | 0% | 83.4% | 2/1/2025 |
 Visa (V) | 1.87% | 0% | 89.91% | 2/1/2025 |
 Microsoft (MSFT) | 1.7% | 0% | 86.99% | 2/1/2025 |
 Rolls-Royce (RR.L) | 1.66% | 0% | 69.72% | 8/5/2024 |
| Ethereum (ETH) | 1.62% | 0% | 95.48% | 2/1/2025 |
 BlackRock (BLK) | 1.61% | 0% | 76.36% | 2/1/2025 |
 Gerresheimer (GXI.DE) | 1.53% | 0% | 86.99% | 2/1/2025 |
 Mastercard (MA) | 1.48% | 0% | 76.49% | 2/1/2025 |
 Tesla (TSLA) | 1.38% | 0% | 91.5% | 2/1/2025 |
 Meta (META) | 1.35% | 0% | 62.55% | 2/1/2025 |
 Nemetschek (NEM.DE) | 1.33% | 0% | 72.78% | 8/5/2024 |
 ASML (ASML) | 1.31% | 0% | 60.42% | 4/18/2024 |
| Estee Lauder (EL) | 1.28% | 0% | 99.87% | 2/1/2025 |
 Lowe's (LOW) | 1.26% | 0% | 88.18% | 2/1/2025 |
 Netflix (NFLX) | 1.23% | 0% | 87.38% | 2/1/2025 |
 Sartorius (SRT.DE) | 1.16% | 0% | 76.1% | 8/5/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.13% | 0% | 64.67% | 2/1/2025 |
 L'Oréal (OR.PA) | 1.11% | 0% | 86.59% | 2/1/2025 |
 Walmart (WMT) | 1.07% | 0% | 66.53% | 2/1/2025 |
 Home Depot (HD) | 1.07% | 0% | 76.76% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1% | 0% | 71.85% | 2/1/2025 |
 Disney (DIS) | 1% | 0% | 73.17% | 8/5/2024 |
| Bayer (BAYN.DE) | 0.97% | 0% | 98.8% | 2/1/2025 |
 UnitedHealth (UNH) | 0.96% | 0% | 76.1% | 8/5/2024 |
 Coinbase (COIN) | 0.94% | 0% | 51.79% | 12/16/2024 |
 LVMH (MC.PA) | 0.89% | 0% | 69.72% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.89% | 0% | 66.14% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.88% | 0% | 74.77% | 8/5/2024 |
 Moody's (MCO) | 0.84% | 0% | 72.24% | 2/1/2025 |
 Jungheinrich (JUN3.DE) | 0.82% | 0% | 61.75% | 4/18/2024 |
 SAP (SAP.DE) | 0.81% | 0% | 67.99% | 2/1/2025 |
 JPMorgan (JPM) | 0.81% | 0% | 79.02% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 0.79% | 0% | 68.79% | 2/1/2025 |
 DHT Holdings (DHT) | 0.7% | 0% | 31.47% | 4/18/2024 |
 LANXESS (LXS.DE) | 0.7% | 0% | 74.77% | 8/5/2024 |
 Aramco (SAOC) | 0.69% | 0% | 69.46% | 2/1/2025 |
 BioNTech SE (BNTX) | 0.64% | 0% | 94.95% | 2/1/2025 |
 Goldman Sachs (GS) | 0.63% | 0% | 66.8% | 2/1/2025 |
 Pernod Ricard (RI.PA) | 0.62% | 0% | 66.53% | 8/5/2024 |
 Wells Fargo (WFC) | 0.61% | 0% | 64.28% | 2/1/2025 |
 Thermo Fisher (TMO) | 0.56% | 0% | 52.59% | 2/1/2025 |
 McDonald's (MCD) | 0.56% | 0% | 70.92% | 2/1/2025 |
 Coca-Cola (KO) | 0.56% | 0% | 75.17% | 2/1/2025 |
 Texas Instruments (TXN) | 0.56% | 0% | 62.02% | 8/5/2024 |
 Danaher (DHR) | 0.56% | 0% | 61.89% | 8/5/2024 |
 Fresenius (FRE.DE) | 0.56% | 0% | 28.95% | 8/18/2023 |
 Energy Select Sector SPDR (XLE) | 0.54% | 0% | 38.25% | 4/18/2024 |
 Eli Lilly (LLY) | 0.54% | 0% | 34.79% | 2/1/2025 |
 Merck (MRK) | 0.54% | 0% | 69.72% | 2/1/2025 |
 Nel (NEL.OL) | 0.53% | 0% | 26.16% | 7/28/2023 |
 Shell (SHEL.L) | 0.52% | 0% | 64.41% | 2/1/2025 |
| Qurate (QRTEA) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 0.5% | 0% | 70.92% | 2/1/2025 |
 Adidas (ADS.DE) | 0.5% | 0% | 53.92% | 8/5/2024 |
 Mettler-Toledo (MTD) | 0.5% | 0% | 47.28% | 2/1/2025 |
 Union Pacific (UNP) | 0.5% | 0% | 51.26% | 8/5/2024 |
 Adobe (ADBE) | 0.5% | 0% | 52.59% | 8/5/2024 |
 Deutsche Telekom (DTE.DE) | 0.49% | 0% | 63.88% | 2/1/2025 |
 Plug Power (PLUG) | 0.48% | 0% | 56.97% | 3/21/2024 |
 Deutsche Post (DHL.DE) | 0.48% | 0% | 62.15% | 2/1/2025 |
 Chevron (CVX) | 0.48% | 0% | 77.95% | 2/1/2025 |
 Nike (NKE) | 0.48% | 0% | 55.91% | 8/5/2024 |
 Autozone (AZO) | 0.47% | 0% | 49.8% | 8/5/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.47% | 0% | 64.14% | 2/1/2025 |
 AMD (AMD) | 0.45% | 0% | 55.78% | 2/1/2025 |
 Siemens (SIE.DE) | 0.45% | 0% | 45.42% | 4/16/2024 |
 Carl Zeiss Meditec (AFX.DE) | 0.45% | 0% | 77.42% | 2/1/2025 |
 Cintas (CTAS) | 0.43% | 0% | 51.13% | 8/5/2024 |
 Boeing (BA) | 0.43% | 0% | 55.91% | 8/5/2024 |
 XRP (XRP) | 0.43% | 0% | 52.06% | 8/5/2024 |
 Lockheed Martin (LMT) | 0.42% | 0% | 53.39% | 8/5/2024 |
 Novavax (NVAX) | 0.4% | 0% | 58.03% | 3/21/2024 |
 PepsiCo (PEP) | 0.4% | 0% | 54.71% | 8/5/2024 |
 Balchem (BCPC) | 0.39% | 0% | 51.13% | 8/5/2024 |
 Nestle (NESN.ZU) | 0.39% | 0% | 54.58% | 8/5/2024 |
 Kuehne + Nagel (KNIN.ZU) | 0.39% | 0% | 52.06% | 8/5/2024 |
 Bunzl (BNZL.L) | 0.39% | 0% | 51.13% | 8/5/2024 |
 Mercedes-Benz (MBG.DE) | 0.39% | 0% | 49.67% | 8/5/2024 |
 Halliburton (HAL) | 0.38% | 0% | 40.37% | 4/18/2024 |
 Henkel (HEN3.DE) | 0.38% | 0% | 52.19% | 8/5/2024 |
 ASML (ASML.NV) | 0.37% | 0% | 34.4% | 2/1/2025 |
 Munich Re (MUV2.DE) | 0.36% | 0% | 50.86% | 2/1/2025 |
 Zebra (ZBRA) | 0.36% | 0% | 60.29% | 5/7/2024 |
 ING (INGA.NV) | 0.35% | 0% | 44.75% | 8/5/2024 |
 Hormel (HRL) | 0.34% | 0% | 53.65% | 8/5/2024 |
 GRENKE (GLJ.DE) | 0.34% | 0% | 52.59% | 8/5/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.34% | 0% | 39.31% | 4/18/2024 |
 Lonza (LONN.ZU) | 0.33% | 0% | 50.2% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 0.33% | 0% | 43.43% | 5/27/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.32% | 0% | 37.85% | 4/18/2024 |
 American Tower (AMT) | 0.31% | 0% | 48.34% | 2/1/2025 |
 AIXTRON (AIXA.DE) | 0.3% | 0% | 72.24% | 2/1/2025 |
 Waste Management (WM) | 0.3% | 0% | 32.4% | 2/1/2025 |
 Bank of America (BAC) | 0.3% | 0% | 37.98% | 8/5/2024 |
 Tilray (TLRY) | 0.3% | 0% | 11.02% | 4/20/2023 |
 Petrobras (PBR) | 0.29% | 0% | 37.72% | 8/5/2024 |
 Infineon (IFX.DE) | 0.27% | 0% | 35.46% | 6/3/2024 |
 PayPal (PYPL) | 0.24% | 0% | 25.9% | 2/1/2025 |
 Raytheon (RTX) | 0.24% | 0% | 26.83% | 2/1/2025 |
 Booking (BKNG) | 0.23% | 0% | 24.7% | 2/1/2025 |
 Porsche (PAH3.DE) | 0.22% | 0% | 55.91% | 8/5/2024 |
 Keysight Technologies (KEYS) | 0.21% | 0% | 29.75% | 8/5/2024 |
 Canadian Pacific (CP) | 0.2% | 0% | 25.9% | 2/1/2025 |
 Delta (DAL) | 0.2% | 0% | 29.35% | 8/5/2024 |
 AEP (AEP) | 0.2% | 0% | 24.97% | 4/19/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.19% | 0% | 15.01% | 2/1/2025 |
 Morgan Stanley (MS) | 0.17% | 0% | 25.5% | 2/1/2025 |
 FICO (FICO) | 0.16% | 0% | 25.5% | 2/1/2025 |
 Allianz (ALV.DE) | 0.16% | 0% | 26.16% | 2/1/2025 |
 Synopsys (SNPS) | 0.16% | 0% | 25.5% | 2/1/2025 |
 Hannover Re (HNR1.DE) | 0.16% | 0% | 25.9% | 2/1/2025 |
 Occidental (OXY) | 0.15% | 0% | 26.16% | 2/1/2025 |
 Mitsubishi UFJ (MUFG) | 0.15% | 0% | 22.84% | 2/1/2025 |
 Geberit (GEBN.ZU) | 0.15% | 0% | 24.44% | 2/1/2025 |
 Sumitomo Mitsui (SMFG) | 0.14% | 0% | 22.44% | 2/1/2025 |
 Caterpillar (CAT) | 0.14% | 0% | 22.44% | 2/1/2025 |
 Ecolab (ECL) | 0.13% | 0% | 10.49% | 8/5/2024 |
 Ferrari (RACE) | 0.13% | 0% | 12.75% | 5/31/2024 |
 GitLab (GTLB) | 0.13% | 0% | 20.45% | 2/1/2025 |
 RWE (RWE.DE) | 0.11% | 0% | 43.69% | 8/5/2024 |
 Fetch.ai (FET) | 0.11% | 0% | 28.82% | 12/13/2024 |
 AMETEK (AME) | 0.11% | 0% | 9.69% | 8/5/2024 |
 The Graph (GRT) | 0.11% | 0% | 26.83% | 12/4/2024 |
 T-Mobile (TMUS) | 0.1% | 0% | 15.8% | 1/24/2025 |
 Broadcom (AVGO) | 0.1% | 0% | 15.01% | 2/1/2025 |
 Vanguard Growth ETF (VUG) | 0.1% | 0% | 7.97% | 8/5/2024 |
 Kroger (KR) | 0.1% | 0% | 15.14% | 2/1/2025 |
 Airbus (AIR.PA) | 0.1% | 0% | 14.48% | 2/1/2025 |
 Cadence (CDNS) | 0.1% | 0% | 15.01% | 2/1/2025 |
 Sonic (prev. FTM) (S) | 0.1% | 0% | 25.1% | 11/27/2024 |
 H&M (HM-B.ST) | 0.1% | 0% | 8.5% | 8/18/2023 |
 TMTG (DJT) | 0.09% | 0% | 19.39% | 11/1/2024 |
 Solana (SOL) | 0.09% | 0% | 19.79% | 5/31/2024 |
 BP (BP.L) | 0.09% | 0% | 14.48% | 2/1/2025 |
 McCormick (MKC) | 0.09% | 0% | 15.01% | 2/1/2025 |
 Northrop Grumman (NOC) | 0.09% | 0% | 15.01% | 2/1/2025 |
 ExxonMobil (XOM) | 0.09% | 0% | 15.01% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.08% | 0% | 9.3% | 5/31/2024 |
 Uber (UBER) | 0.08% | 0% | 10.49% | 8/5/2024 |
 Intuit (INTU) | 0.07% | 0% | 5.44% | 8/5/2024 |
 Autodesk (ADSK) | 0.07% | 0% | 5.44% | 8/5/2024 |
 O'Reilly Auto (ORLY) | 0.07% | 0% | 10.49% | 8/5/2024 |
 Colgate (CL) | 0.07% | 0% | 10.49% | 8/5/2024 |
 American Express (AXP) | 0.07% | 0% | 11.02% | 8/5/2024 |
 Abbott (ABT) | 0.07% | 0% | 10.49% | 8/5/2024 |
 Fiserv (FI) | 0.06% | 0% | 10.49% | 8/5/2024 |
 Deutsche Boerse (DB1.DE) | 0.06% | 0% | 10.09% | 8/5/2024 |
 Givaudan (GIVN.ZU) | 0.06% | 0% | 9.96% | 8/5/2024 |
 Symrise (SY1.DE) | 0.06% | 0% | 9.69% | 8/5/2024 |
 Compass Group (CPG.L) | 0.06% | 0% | 10.09% | 8/5/2024 |
 EssilorLuxottica (EL.PA) | 0.06% | 0% | 10.09% | 8/5/2024 |
 Ball (BALL) | 0.06% | 0% | 10.49% | 8/5/2024 |
 Trimble (TRMB) | 0.06% | 0% | 6.51% | 8/18/2023 |
 CTS Eventim (EVD.DE) | 0.06% | 0% | 9.69% | 8/5/2024 |
 Bechtle (BC8.DE) | 0.06% | 0% | 10.09% | 8/5/2024 |
 Hermes (RMS.PA) | 0.06% | 0% | 10.09% | 8/5/2024 |
 Vinci (DG.PA) | 0.06% | 0% | 10.09% | 8/5/2024 |
 Diageo (DGE.L) | 0.06% | 0% | 10.09% | 8/5/2024 |
 Rio Tinto (RIO.L) | 0.06% | 0% | 9.69% | 8/5/2024 |
 Cloudflare (NET) | 0.06% | 0% | 7.97% | 8/5/2024 |
 TSMC (TSM) | 0.05% | 0% | 5.05% | 11/18/2024 |
 Intel (INTC) | 0.05% | 0% | 7.97% | 8/5/2024 |
 BASF (BAS.DE) | 0.05% | 0% | 5.31% | 8/9/2023 |
 Salesforce (CRM) | 0.05% | 0% | 7.84% | 8/5/2024 |
 Airbnb (ABNB) | 0.05% | 0% | 7.97% | 8/5/2024 |
 Domino's (DPZ) | 0.05% | 0% | 7.97% | 8/5/2024 |
 Hapag-Lloyd (HLAG.DE) | 0.04% | 0% | 4.52% | 8/3/2023 |
 Paramount (PARA) | 0.04% | 0% | 1.06% | 1/9/2023 |
 Chainlink (LINK) | 0.02% | 0% | 2.52% | 5/31/2024 |
 Algorand (ALGO) | 0.02% | 0% | 2.52% | 5/31/2024 |
 Unilever (ULVR.L) | 0.01% | 0% | 2.26% | 6/3/2024 |
 TJX (TJX) | 0.01% | 0% | 1.73% | 5/31/2024 |
 NextEra (NEE) | 0.01% | 0% | 1.73% | 5/31/2024 |
 Keurig Dr Pepper (KDP) | 0.01% | 0% | 1.73% | 5/31/2024 |
 BYD (01211.HK) | 0% | 0% | 0.66% | 2/1/2025 |
 Dogecoin (DOGE) | 0% | 0% | 1.59% | 7/4/2023 |
 Veralto (VLTO) | 0% | 0% | 1.06% | 10/11/2023 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.27% | 5/2/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.65% | 7.74% |
| NVIDIA (NVDA) | 4.29% | 4.5% |
| Walmart (WMT) | 3.75% | 4.17% |
| BlackRock (BLK) | 3.44% | 3.66% |
| SAP (SAP.DE) | 3.06% | 3.48% |
| Apple (AAPL) | 3.06% | 3.39% |
| Mastercard (MA) | 2.97% | 3.15% |
| Meta (META) | 3.1% | 3.05% |
| Visa (V) | 2.45% | 2.83% |
| SPDR S&P 500 ETF (SPY) | 2.45% | 2.52% |
| Berkshire Hathaway (BRK.B) | 2.45% | 2.46% |
| Eli Lilly (LLY) | 2.45% | 2.09% |
| Tesla (TSLA) | 1.22% | 2.02% |
| Amazon (AMZN) | 1.85% | 2.01% |
| Novo Nordisk (NOVO-B.CO) | 2.45% | 1.97% |
| LVMH (MC.PA) | 1.84% | 1.82% |
| Lowe's (LOW) | 1.84% | 1.66% |
| Coca-Cola (KO) | 1.84% | 1.66% |
| Bitcoin (BTC) | 1.23% | 1.63% |
| Mettler-Toledo (MTD) | 1.84% | 1.56% |
| Rheinmetall (RHM.DE) | 1.23% | 1.49% |
| Goldman Sachs (GS) | 1.23% | 1.4% |
| Wells Fargo (WFC) | 1.23% | 1.39% |
| JPMorgan (JPM) | 1.23% | 1.39% |
| Moody's (MCO) | 1.23% | 1.27% |
| Vanguard S&P 500 ETF (VOO) | 1.23% | 1.26% |
| Microsoft (MSFT) | 1.23% | 1.26% |
| Chevron (CVX) | 1.23% | 1.19% |
| Waste Management (WM) | 1.23% | 1.18% |
| Home Depot (HD) | 1.23% | 1.18% |
| Booking (BKNG) | 0.98% | 1.14% |
| Ethereum (ETH) | 1.23% | 1.11% |
| Linde (LIN) | 1.23% | 1.08% |
| Thermo Fisher (TMO) | 1.23% | 1.04% |
| ASML (ASML.NV) | 1.23% | 0.89% |
| Broadcom (AVGO) | 0.61% | 0.79% |
| BioNTech SE (BNTX) | 0.82% | 0.75% |
| Netflix (NFLX) | 0.61% | 0.75% |
| Airbus (AIR.PA) | 0.61% | 0.7% |
| Sumitomo Mitsui (SMFG) | 0.61% | 0.69% |
| Mitsubishi UFJ (MUFG) | 0.61% | 0.68% |
| Morgan Stanley (MS) | 0.61% | 0.67% |
| Kroger (KR) | 0.61% | 0.67% |
| PayPal (PYPL) | 0.61% | 0.67% |
| Cadence (CDNS) | 0.61% | 0.66% |
| Deutsche Telekom (DTE.DE) | 0.61% | 0.66% |
| GitLab (GTLB) | 0.61% | 0.64% |
| Aramco (SAOC) | 0.61% | 0.64% |
| T-Mobile (TMUS) | 0.61% | 0.64% |
| BP (BP.L) | 0.61% | 0.62% |
| Allianz (ALV.DE) | 0.61% | 0.62% |
| FICO (FICO) | 0.61% | 0.61% |
| Lonza (LONN.ZU) | 0.61% | 0.61% |
| Munich Re (MUV2.DE) | 0.61% | 0.61% |
| Geberit (GEBN.ZU) | 0.61% | 0.6% |
| Schwab US Dividend Equity ETF (SCHD) | 0.61% | 0.59% |
| Shell (SHEL.L) | 0.61% | 0.59% |
| McCormick (MKC) | 0.61% | 0.59% |
| McDonald's (MCD) | 0.61% | 0.59% |
| Raytheon (RTX) | 0.61% | 0.58% |
| Hannover Re (HNR1.DE) | 0.61% | 0.57% |
| Gerresheimer (GXI.DE) | 0.61% | 0.57% |
| Merck (MRK) | 0.61% | 0.57% |
| Synopsys (SNPS) | 0.61% | 0.56% |
| Occidental (OXY) | 0.61% | 0.56% |
| Caterpillar (CAT) | 0.61% | 0.56% |
| Canadian Pacific (CP) | 0.61% | 0.55% |
| Northrop Grumman (NOC) | 0.61% | 0.55% |
| L'Oréal (OR.PA) | 0.61% | 0.55% |
| Deutsche Post (DHL.DE) | 0.61% | 0.55% |
| ExxonMobil (XOM) | 0.61% | 0.54% |
| Realty Income (O) | 0.61% | 0.53% |
| American Tower (AMT) | 0.61% | 0.52% |
| AMD (AMD) | 0.61% | 0.46% |
| Estee Lauder (EL) | 1.23% | 0.45% |
| Carl Zeiss Meditec (AFX.DE) | 0.61% | 0.29% |
| Bayer (BAYN.DE) | 0.61% | 0.25% |
| AIXTRON (AIXA.DE) | 0.52% | 0.24% |
| Qurate (QRTEA) | 0.49% | 0.08% |