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Portfolio Diversification
Range
Most Diversified
36 instruments
May 16, 2026
Least Diversified
0 instruments
January 14, 2024
Average
25.4 instruments
Most Consistent Holdings
Top 5
AMZN99.32%
BRK.B99.32%
O94.21%
MO82.75%
KO78.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 14, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.16% | 0.66% | 99.32% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 7.27% | 6.67% | 71.85% | - |
 AbbVie (ABBV) | 7.02% | 0% | 61.98% | 6/14/2026 |
 STAG (STAG) | 4.82% | 14.55% | 31.33% | - |
 iShares Physical Gold ETC (PPFB.DE) | 4.58% | 5.75% | 61.98% | - |
 WP Carey (WPC) | 4.45% | 5.76% | 62.09% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 3.88% | 4.84% | 65.61% | - |
| Amazon (AMZN) | 3.51% | 0.89% | 99.32% | - |
 AGNC (AGNC) | 3.39% | 7.49% | 57.55% | - |
| Realty Income (O) | 3.1% | 1.13% | 94.21% | - |
 Alphabet (GOOG) | 2.4% | 0% | 49.26% | 4/28/2025 |
 ABB (ABBN.ZU) | 2.21% | 3.61% | 62.43% | - |
 VICI Properties (VICI) | 2.11% | 0.11% | 59.48% | - |
| Altria (MO) | 2.04% | 0.54% | 82.75% | - |
 Kimberly-Clark (KMB) | 1.78% | 1.92% | 54.94% | - |
 Apple (AAPL) | 1.61% | 0% | 32.35% | 12/11/2024 |
 Microsoft (MSFT) | 1.45% | 0% | 31.78% | 11/25/2024 |
 AT&T (T.US) | 1.37% | 0.44% | 72.64% | - |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 1.36% | 1.26% | 70.26% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.29% | 0% | 20.32% | 8/15/2024 |
 LVMH (MC.PA) | 1.28% | 0% | 32.24% | 12/16/2024 |
 Novo-Nordisk (NVO) | 1.28% | 1.15% | 55.05% | - |
 PepsiCo (PEP) | 1.27% | 0.16% | 70.26% | - |
 iShares MSCI India ETF (INDA) | 1.16% | 0% | 18.73% | 8/15/2024 |
 Alibaba (BABA) | 1.11% | 0% | 4.2% | 3/1/2024 |
 Deutsche Telekom (DTE.DE) | 1.08% | 0% | 53.01% | 12/9/2025 |
 Chevron (CVX.US) | 1.06% | 1.4% | 46.08% | - |
 Sony (SONY) | 1.01% | 0% | 12.49% | 9/30/2024 |
 Erste Group Bank AG (EBO.DE) | 0.96% | 1.35% | 63.79% | - |
 Salesforce (CRM) | 0.87% | 0% | 12.49% | 9/30/2024 |
 Toyota (TM) | 0.77% | 0% | 7.26% | 2/12/2025 |
 Rio Tinto (RIO) | 0.77% | 3.95% | 20.77% | - |
 Verizon (VZ) | 0.75% | 1.8% | 38.48% | - |
 Philip Morris (PM) | 0.75% | 0% | 30.99% | 7/1/2025 |
 Palantir (PLTR) | 0.73% | 0% | 8.51% | 8/26/2024 |
 TIM (TIMB) | 0.72% | 0.5% | 57.55% | - |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.68% | 0% | 8.4% | 2/21/2025 |
| Coca-Cola (KO) | 0.67% | 1.55% | 78.09% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.64% | 4.38% | 20.89% | - |
 Warner Bros Discovery (WBD) | 0.6% | 0% | 8.51% | 8/26/2024 |
 Abbott (ABT.US) | 0.59% | 0.33% | 35.3% | - |
 Black Hills (BKH) | 0.58% | 0% | 39.05% | 6/14/2026 |
 Occidental (OXY) | 0.58% | 1.7% | 35.3% | - |
 Healthpeak (DOC) | 0.56% | 1.55% | 39.27% | - |
 Orange (ORA.PA) | 0.56% | 0.77% | 50.96% | - |
 SoFi (SOFI) | 0.55% | 0% | 27.13% | 7/1/2025 |
 Hang Lung (101.HK) | 0.5% | 0% | 10.22% | 12/10/2025 |
 Amundi (AMUN.PA) | 0.41% | 0% | 19.75% | 3/10/2025 |
 MSCI (MSCI) | 0.4% | 0% | 7.83% | 9/30/2024 |
 Telenor (TEL.OL) | 0.38% | 0.57% | 31.44% | - |
 Kroger (KR) | 0.38% | 0% | 15.32% | 11/25/2024 |
 Raiffeisen Bank International AG (RAW.DE) | 0.37% | 1.08% | 41.2% | - |
 Meta (META) | 0.37% | 0% | 9.53% | 9/30/2024 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.37% | 0% | 8.4% | 2/21/2025 |
 Vale (VALE) | 0.3% | 0% | 25.65% | 4/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.3% | 0% | 4.77% | 8/19/2024 |
 NN Group (NN.NV) | 0.28% | 0% | 18.05% | 2/20/2025 |
 Petrobras (PBR.A) | 0.25% | 0% | 10.56% | 11/25/2024 |
 Allianz (ALV.DE) | 0.23% | 0% | 9.76% | 11/11/2024 |
 AXA (CS.PA) | 0.18% | 0% | 11.35% | 2/12/2025 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.17% | 0.44% | 33.83% | - |
 Nordea (NDA_SE.ST) | 0.16% | 0.49% | 32.01% | - |
 Shell (SHEL.L) | 0.16% | 0% | 19.86% | 2/20/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.14% | 0% | 2.38% | 9/16/2024 |
 Ellington Financial (EFC) | 0.11% | 0% | 6.92% | 9/8/2025 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.11% | 0% | 2.84% | 9/13/2024 |
 Intel (INTC) | 0.09% | 0% | 16.91% | 12/27/2024 |
 LTC Properties (LTC.US) | 0.07% | 0% | 3.18% | 8/5/2025 |
 Starbucks (SBUX) | 0.07% | 0% | 5.56% | 8/26/2024 |
 Lockheed Martin (LMT) | 0.06% | 0% | 3.86% | 8/26/2024 |
 Apple Hospitality (APLE) | 0.06% | 0.06% | 14.87% | - |
 Annaly (NLY) | 0.05% | 0% | 4.31% | 8/4/2025 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.05% | 0% | 9.19% | 2/21/2025 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.05% | 0% | 9.76% | 2/21/2025 |
 iShares S&P Small Cap 600 UCITS ETF USD Dist (IUS3.DE) | 0.05% | 0% | 9.19% | 12/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.04% | 0% | 2.72% | 8/23/2024 |
 American Tower (AMT) | 0.03% | 0% | 3.06% | 8/26/2024 |
 Organon (OGN.US) | 0.03% | 0% | 5.56% | 8/15/2025 |
 Uber (UBER) | 0.03% | 0% | 5.22% | 4/28/2025 |
 Amcor (AMCR) | 0.03% | 0% | 6.36% | 6/14/2026 |
 Procter & Gamble (PG) | 0.02% | 0% | 0.79% | 8/26/2024 |
 Federal Realty (FRT) | 0.02% | 0% | 1.25% | 8/26/2024 |
 Waste Management (WM) | 0.01% | 0% | 1.25% | 8/26/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.01% | 0% | 1.93% | 9/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| STAG (STAG) | 17.09% | 15.41% |
| AbbVie (ABBV) | 8.23% | 9.6% |
| AGNC (AGNC) | 9.39% | 9.4% |
| iShares Physical Gold ETC (PPFB.DE) | 4.95% | 6.64% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 6.92% | 6.61% |
| iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 5.71% | 5.84% |
| WP Carey (WPC) | 5.27% | 5.4% |
| Rio Tinto (RIO) | 3.6% | 3.36% |
| ABB (ABBN.ZU) | 2.77% | 2.86% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 2.96% | 2.6% |
| Kimberly-Clark (KMB) | 3.12% | 2.12% |
| iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 2.19% | 1.97% |
| Verizon (VZ) | 2.01% | 1.71% |
| Realty Income (O) | 1.83% | 1.61% |
| Abbott (ABT.US) | 1.81% | 1.58% |
| Telenor (TEL.OL) | 1.79% | 1.54% |
| Novo-Nordisk (NVO) | 2.74% | 1.49% |
| Coca-Cola (KO) | 1.63% | 1.47% |
| Black Hills (BKH) | 1.33% | 1.45% |
| Altria (MO) | 1.54% | 1.45% |
| Erste Group Bank AG (EBO.DE) | 0.77% | 1.43% |
| Occidental (OXY) | 1.61% | 1.38% |
| Healthpeak (DOC) | 1.67% | 1.35% |
| Chevron (CVX.US) | 1.4% | 1.28% |
| TIM (TIMB) | 1.01% | 1.14% |
| Berkshire Hathaway (BRK.B) | 0.94% | 1.07% |
| Orange (ORA.PA) | 0.98% | 1.01% |
| Amazon (AMZN) | 0.86% | 0.97% |
| AT&T (T.US) | 0.96% | 0.94% |
| Raiffeisen Bank International AG (RAW.DE) | 0.68% | 0.93% |
| PepsiCo (PEP) | 1.01% | 0.78% |
| VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.72% | 0.58% |
| Nordea (NDA_SE.ST) | 0.51% | 0.54% |
Cash & Instruments Over Time
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