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Portfolio Diversification
Range
Most Diversified
34 instruments
September 11, 2025
Least Diversified
0 instruments
January 14, 2024
Average
24.5 instruments
Most Consistent Holdings
Top 5
AMZN99.62%
BRK.B99.62%
O93.92%
MO81.14%
KO75.95%
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) | 10.12% | 0.99% | 99.62% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 7.39% | 6.32% | 68.99% | - |
 AbbVie (ABBV) | 6.94% | 8.75% | 58.23% | - |
 iShares Physical Gold ETC (PPFB.DE) | 4.39% | 7.42% | 58.1% | - |
 WP Carey (WPC) | 4.35% | 5.69% | 58.23% | - |
| Amazon (AMZN) | 3.81% | 0.82% | 99.62% | - |
 STAG (STAG) | 3.74% | 15.15% | 23.92% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 3.7% | 5.5% | 62.03% | - |
| Realty Income (O) | 3.27% | 1.74% | 93.92% | - |
 AGNC (AGNC) | 2.82% | 8.51% | 53.04% | - |
 Alphabet (GOOG) | 2.67% | 0% | 54.94% | 4/28/2025 |
 VICI Properties (VICI) | 2.35% | 0% | 62.41% | 12/8/2025 |
| Altria (MO) | 2.1% | 1.63% | 81.14% | - |
 ABB (ABBN.ZU) | 2.07% | 3.07% | 58.48% | - |
 Apple (AAPL) | 1.8% | 0% | 36.08% | 12/11/2024 |
 Kimberly-Clark (KMB) | 1.77% | 1.97% | 50.25% | - |
 Microsoft (MSFT) | 1.62% | 0% | 35.44% | 11/25/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 1.44% | 0% | 22.66% | 8/15/2024 |
 LVMH (MC.PA) | 1.43% | 0% | 35.95% | 12/16/2024 |
 AT&T (T) | 1.43% | 0.99% | 69.87% | - |
 PepsiCo (PEP) | 1.33% | 0.83% | 67.22% | - |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 1.3% | 2.12% | 67.22% | - |
 Novo-Nordisk (NVO) | 1.3% | 1.06% | 50.25% | - |
 iShares MSCI India ETF (INDA) | 1.29% | 0% | 20.89% | 8/15/2024 |
 Alibaba (BABA) | 1.24% | 0% | 4.68% | 3/1/2024 |
 Deutsche Telekom (DTE.DE) | 1.21% | 0% | 59.11% | 12/9/2025 |
 Sony (SONY) | 1.12% | 0% | 13.92% | 9/30/2024 |
 Chevron (CVX) | 1.02% | 1.57% | 40.25% | - |
 Salesforce (CRM) | 0.97% | 0% | 13.92% | 9/30/2024 |
 Erste Group Bank AG (EBO.DE) | 0.93% | 1.19% | 60% | - |
 Toyota (TM) | 0.86% | 0% | 8.1% | 2/12/2025 |
 Philip Morris (PM) | 0.84% | 0% | 34.56% | 7/1/2025 |
 Palantir (PLTR) | 0.81% | 0% | 9.49% | 8/26/2024 |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.76% | 0% | 9.37% | 2/21/2025 |
 Warner Bros Discovery (WBD) | 0.67% | 0% | 9.49% | 8/26/2024 |
 TIM (TIMB) | 0.66% | 1.39% | 53.04% | - |
 Verizon (VZ) | 0.63% | 2.05% | 31.77% | - |
 SoFi (SOFI) | 0.61% | 0% | 30.25% | 7/1/2025 |
| Coca-Cola (KO) | 0.58% | 1.54% | 75.95% | - |
 Hang Lung (101.HK) | 0.55% | 0% | 11.39% | 12/10/2025 |
 Abbott (ABT) | 0.5% | 1.72% | 28.23% | - |
 Black Hills (BKH) | 0.5% | 1.44% | 32.66% | - |
 Orange (ORA.PA) | 0.49% | 1.18% | 45.7% | - |
 Healthpeak (DOC) | 0.47% | 1.35% | 32.66% | - |
 Amundi (AMUN.PA) | 0.46% | 0% | 22.03% | 3/10/2025 |
 MSCI (MSCI) | 0.45% | 0% | 8.73% | 9/30/2024 |
 Occidental (OXY) | 0.45% | 1.84% | 28.23% | - |
 Rio Tinto (RIO) | 0.43% | 3.5% | 12.03% | - |
 Kroger (KR) | 0.42% | 0% | 17.09% | 11/25/2024 |
 Meta (META) | 0.42% | 0% | 10.63% | 9/30/2024 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.42% | 0% | 9.37% | 2/21/2025 |
 Vale (VALE) | 0.34% | 0% | 28.61% | 4/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.33% | 0% | 5.32% | 8/19/2024 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.33% | 2.76% | 12.28% | - |
 NN Group (NN.NV) | 0.31% | 0% | 20.13% | 2/20/2025 |
 Raiffeisen Bank International AG (RAW.DE) | 0.31% | 0.85% | 34.94% | - |
 Petrobras (PBR.A) | 0.28% | 0% | 11.77% | 11/25/2024 |
 Allianz (ALV.DE) | 0.26% | 0% | 10.89% | 11/11/2024 |
 Telenor (TEL.OL) | 0.25% | 1.72% | 23.92% | - |
 AXA (CS.PA) | 0.2% | 0% | 12.66% | 2/12/2025 |
 Shell (SHEL.L) | 0.18% | 0% | 22.15% | 2/20/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.16% | 0% | 2.66% | 9/16/2024 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.14% | 0.5% | 26.58% | - |
 Nordea (NDA_SE.ST) | 0.13% | 0.5% | 24.68% | - |
 Ellington Financial (EFC) | 0.13% | 0% | 7.72% | 9/8/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.12% | 0% | 3.16% | 9/13/2024 |
 Intel (INTC) | 0.1% | 0% | 18.86% | 12/27/2024 |
 LTC Properties (LTC.US) | 0.08% | 0% | 3.54% | 8/5/2025 |
 Starbucks (SBUX) | 0.08% | 0% | 6.2% | 8/26/2024 |
 Lockheed Martin (LMT) | 0.07% | 0% | 4.3% | 8/26/2024 |
 Annaly (NLY) | 0.06% | 0% | 4.81% | 8/4/2025 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.06% | 0% | 10.25% | 2/21/2025 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.05% | 0% | 10.89% | 2/21/2025 |
 iShares S&P Small Cap 600 UCITS ETF USD Dist (IUS3.DE) | 0.05% | 0% | 10.25% | 12/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.05% | 0% | 3.04% | 8/23/2024 |
 American Tower (AMT) | 0.04% | 0% | 3.42% | 8/26/2024 |
 Organon (OGN.US) | 0.03% | 0% | 6.2% | 8/15/2025 |
 Uber (UBER) | 0.03% | 0% | 5.82% | 4/28/2025 |
 Procter & Gamble (PG) | 0.02% | 0% | 0.89% | 8/26/2024 |
 Federal Realty (FRT) | 0.02% | 0% | 1.39% | 8/26/2024 |
 Apple Hospitality (APLE) | 0.02% | 0.37% | 5.57% | - |
 Waste Management (WM) | 0.02% | 0% | 1.39% | 8/26/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.01% | 0% | 2.15% | 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) | 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) | 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) | 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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