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Portfolio Diversification
Range
Most Diversified
36 instruments
May 16, 2026
Least Diversified
0 instruments
January 14, 2024
Average
25.9 instruments
Most Consistent Holdings
Top 5
AMZN99.04%
BRK.B99.04%
O94.22%
MO83.4%
KO79.01%
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) | 8.69% | 0.99% | 99.04% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 7.22% | 6.86% | 73.13% | - |
 AbbVie (ABBV) | 7.11% | 9.09% | 63.7% | - |
 STAG (STAG) | 5.33% | 13.71% | 34.9% | - |
 iShares Physical Gold ETC (PPFB.DE) | 4.62% | 5.78% | 63.81% | - |
 WP Carey (WPC) | 4.49% | 5.35% | 63.92% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 3.97% | 6.01% | 67.24% | - |
 AGNC (AGNC) | 3.66% | 8.46% | 59.64% | - |
| Amazon (AMZN) | 3.36% | 1.01% | 99.04% | - |
| Realty Income (O) | 3.01% | 1.58% | 94.22% | - |
 ABB (ABBN.ZU) | 2.27% | 3.59% | 64.24% | - |
 Alphabet (GOOG) | 2.26% | 0% | 46.47% | 4/28/2025 |
 VICI Properties (VICI) | 2.02% | 0.69% | 61.46% | - |
| Altria (MO) | 2.01% | 1.52% | 83.4% | - |
 Kimberly-Clark (KMB) | 1.78% | 2.02% | 57.17% | - |
 Apple (AAPL) | 1.52% | 0% | 30.51% | 12/11/2024 |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 1.39% | 1.84% | 71.63% | - |
 Microsoft (MSFT) | 1.37% | 0% | 29.98% | 11/25/2024 |
 AT&T (T.US) | 1.33% | 0.79% | 73.88% | - |
 Novo-Nordisk (NVO) | 1.27% | 1.2% | 57.28% | - |
 PepsiCo (PEP) | 1.24% | 0.67% | 71.63% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.22% | 0% | 19.16% | 8/15/2024 |
 LVMH (MC.PA) | 1.21% | 0% | 30.41% | 12/16/2024 |
 iShares MSCI India ETF (INDA) | 1.09% | 0% | 17.67% | 8/15/2024 |
 Chevron (CVX.US) | 1.07% | 1.41% | 48.82% | - |
 Alibaba (BABA) | 1.05% | 0% | 3.96% | 3/1/2024 |
 Deutsche Telekom (DTE.DE) | 1.02% | 0% | 50% | 12/9/2025 |
 Erste Group Bank AG (EBO.DE) | 0.98% | 1.52% | 65.52% | - |
 Sony (SONY) | 0.95% | 0% | 11.78% | 9/30/2024 |
 Rio Tinto (RIO) | 0.91% | 3.71% | 24.95% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.83% | 4.08% | 25.05% | - |
 Salesforce (CRM) | 0.82% | 0% | 11.78% | 9/30/2024 |
 Verizon (VZ) | 0.8% | 1.74% | 41.65% | - |
 TIM (TIMB) | 0.74% | 0.97% | 59.64% | - |
 Toyota (TM) | 0.73% | 0% | 6.85% | 2/12/2025 |
| Coca-Cola (KO) | 0.71% | 1.62% | 79.01% | - |
 Philip Morris (PM) | 0.71% | 0% | 29.23% | 7/1/2025 |
 Palantir (PLTR) | 0.69% | 0% | 8.03% | 8/26/2024 |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.64% | 0% | 7.92% | 2/21/2025 |
 Occidental (OXY) | 0.63% | 1.66% | 38.65% | - |
 Abbott (ABT.US) | 0.63% | 1.6% | 38.65% | - |
 Black Hills (BKH) | 0.62% | 1.36% | 42.08% | - |
 Healthpeak (DOC) | 0.61% | 1.54% | 42.4% | - |
 Orange (ORA.PA) | 0.58% | 1.03% | 53.43% | - |
 Warner Bros Discovery (WBD) | 0.57% | 0% | 8.03% | 8/26/2024 |
 SoFi (SOFI) | 0.52% | 0% | 25.59% | 7/1/2025 |
 Hang Lung (101.HK) | 0.47% | 0% | 9.64% | 12/10/2025 |
 Telenor (TEL.OL) | 0.43% | 1.24% | 35.01% | - |
 Raiffeisen Bank International AG (RAW.DE) | 0.42% | 1.39% | 44.22% | - |
 Amundi (AMUN.PA) | 0.39% | 0% | 18.63% | 3/10/2025 |
 MSCI (MSCI) | 0.38% | 0% | 7.39% | 9/30/2024 |
 Kroger (KR) | 0.36% | 0% | 14.45% | 11/25/2024 |
 Meta (META) | 0.35% | 0% | 8.99% | 9/30/2024 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.35% | 0% | 7.92% | 2/21/2025 |
 Vale (VALE) | 0.29% | 0% | 24.2% | 4/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.28% | 0% | 4.5% | 8/19/2024 |
 NN Group (NN.NV) | 0.26% | 0% | 17.02% | 2/20/2025 |
 Petrobras (PBR.A) | 0.24% | 0% | 9.96% | 11/25/2024 |
 Allianz (ALV.DE) | 0.22% | 0% | 9.21% | 11/11/2024 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.19% | 0.48% | 37.26% | - |
 Nordea (NDA_SE.ST) | 0.18% | 0.53% | 35.55% | - |
 AXA (CS.PA) | 0.17% | 0% | 10.71% | 2/12/2025 |
 Shell (SHEL.L) | 0.15% | 0% | 18.74% | 2/20/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0% | 2.25% | 9/16/2024 |
 Ellington Financial (EFC) | 0.11% | 0% | 6.53% | 9/8/2025 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.1% | 0% | 2.68% | 9/13/2024 |
 Apple Hospitality (APLE) | 0.09% | 0.54% | 19.38% | - |
 Intel (INTC) | 0.09% | 0% | 15.95% | 12/27/2024 |
 LTC Properties (LTC.US) | 0.07% | 0% | 3% | 8/5/2025 |
 Starbucks (SBUX) | 0.06% | 0% | 5.25% | 8/26/2024 |
 Lockheed Martin (LMT) | 0.06% | 0% | 3.64% | 8/26/2024 |
 Amcor (AMCR) | 0.05% | 0.52% | 11.24% | - |
 Annaly (NLY) | 0.05% | 0% | 4.07% | 8/4/2025 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.05% | 0% | 8.67% | 2/21/2025 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.04% | 0% | 9.21% | 2/21/2025 |
 iShares S&P Small Cap 600 UCITS ETF USD Dist (IUS3.DE) | 0.04% | 0% | 8.67% | 12/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.04% | 0% | 2.57% | 8/23/2024 |
 American Tower (AMT) | 0.03% | 0% | 2.89% | 8/26/2024 |
 Organon (OGN.US) | 0.03% | 0% | 5.25% | 8/15/2025 |
 Uber (UBER) | 0.03% | 0% | 4.93% | 4/28/2025 |
 Procter & Gamble (PG) | 0.02% | 0% | 0.75% | 8/26/2024 |
 Federal Realty (FRT) | 0.02% | 0% | 1.18% | 8/26/2024 |
 Waste Management (WM) | 0.01% | 0% | 1.18% | 8/26/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.01% | 0% | 1.82% | 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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