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Portfolio Diversification
Range
Most Diversified
35 instruments
April 17, 2026
Least Diversified
0 instruments
January 14, 2024
Average
24.9 instruments
Most Consistent Holdings
Top 5
AMZN99.4%
BRK.B99.4%
O94.02%
MO81.94%
KO77.03%
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) | 9.61% | 0.92% | 99.4% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 7.31% | 6.44% | 70.45% | - |
 AbbVie (ABBV) | 6.99% | 8.11% | 60.29% | - |
 iShares Physical Gold ETC (PPFB.DE) | 4.5% | 6.41% | 60.17% | - |
 WP Carey (WPC) | 4.4% | 5.59% | 60.29% | - |
 STAG (STAG) | 4.33% | 14.8% | 27.87% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 3.79% | 4.63% | 63.88% | - |
| Amazon (AMZN) | 3.65% | 1.01% | 99.4% | - |
| Realty Income (O) | 3.18% | 1.67% | 94.02% | - |
 AGNC (AGNC) | 3.13% | 9.04% | 55.38% | - |
 Alphabet (GOOG) | 2.52% | 0% | 51.91% | 4/28/2025 |
 VICI Properties (VICI) | 2.22% | 0% | 58.97% | 12/8/2025 |
 ABB (ABBN.ZU) | 2.13% | 3.55% | 60.53% | - |
| Altria (MO) | 2.07% | 1.67% | 81.94% | - |
 Kimberly-Clark (KMB) | 1.78% | 1.87% | 52.75% | - |
 Apple (AAPL) | 1.7% | 0% | 34.09% | 12/11/2024 |
 Microsoft (MSFT) | 1.53% | 0% | 33.49% | 11/25/2024 |
 AT&T (T) | 1.4% | 0.9% | 71.29% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.36% | 0% | 21.41% | 8/15/2024 |
 LVMH (MC.PA) | 1.35% | 0% | 33.97% | 12/16/2024 |
 iShares S&P 500 Utilities Sector UCITS ETF (2B7A.DE) | 1.34% | 1.99% | 68.78% | - |
 PepsiCo (PEP) | 1.3% | 0.79% | 68.78% | - |
 Novo-Nordisk (NVO) | 1.28% | 1.13% | 52.75% | - |
 iShares MSCI India ETF (INDA) | 1.22% | 0% | 19.74% | 8/15/2024 |
 Alibaba (BABA) | 1.17% | 0% | 4.43% | 3/1/2024 |
 Deutsche Telekom (DTE.DE) | 1.14% | 0% | 55.86% | 12/9/2025 |
 Sony (SONY) | 1.06% | 0% | 13.16% | 9/30/2024 |
 Chevron (CVX) | 1.04% | 1.49% | 43.3% | - |
 Erste Group Bank AG (EBO.DE) | 0.94% | 1.21% | 61.96% | - |
 Salesforce (CRM) | 0.92% | 0% | 13.16% | 9/30/2024 |
 Toyota (TM) | 0.82% | 0% | 7.66% | 2/12/2025 |
 Philip Morris (PM) | 0.79% | 0% | 32.66% | 7/1/2025 |
 Palantir (PLTR) | 0.77% | 0% | 8.97% | 8/26/2024 |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.72% | 0% | 8.85% | 2/21/2025 |
 Verizon (VZ) | 0.7% | 1.84% | 35.29% | - |
 TIM (TIMB) | 0.7% | 1.39% | 55.38% | - |
 Warner Bros Discovery (WBD) | 0.63% | 0% | 8.97% | 8/26/2024 |
| Coca-Cola (KO) | 0.63% | 1.51% | 77.03% | - |
 Rio Tinto (RIO) | 0.6% | 3.85% | 16.63% | - |
 SoFi (SOFI) | 0.58% | 0% | 28.59% | 7/1/2025 |
 Abbott (ABT) | 0.56% | 1.39% | 31.94% | - |
 Black Hills (BKH) | 0.54% | 1.44% | 36.12% | - |
 Orange (ORA.PA) | 0.53% | 1.17% | 48.44% | - |
 Hang Lung (101.HK) | 0.52% | 0% | 10.77% | 12/10/2025 |
 Occidental (OXY) | 0.52% | 1.85% | 31.94% | - |
 Healthpeak (DOC) | 0.51% | 1.23% | 36.12% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.47% | 3.41% | 16.87% | - |
 Amundi (AMUN.PA) | 0.43% | 0% | 20.81% | 3/10/2025 |
 MSCI (MSCI) | 0.42% | 0% | 8.25% | 9/30/2024 |
 Kroger (KR) | 0.4% | 0% | 16.15% | 11/25/2024 |
 Meta (META) | 0.39% | 0% | 10.05% | 9/30/2024 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.39% | 0% | 8.85% | 2/21/2025 |
 Raiffeisen Bank International AG (RAW.DE) | 0.34% | 1.03% | 38.28% | - |
 Telenor (TEL.OL) | 0.32% | 1.45% | 27.87% | - |
 Vale (VALE) | 0.32% | 0% | 27.03% | 4/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.31% | 0% | 5.02% | 8/19/2024 |
 NN Group (NN.NV) | 0.29% | 0% | 19.02% | 2/20/2025 |
 Petrobras (PBR.A) | 0.27% | 0% | 11.12% | 11/25/2024 |
 Allianz (ALV.DE) | 0.24% | 0% | 10.29% | 11/11/2024 |
 AXA (CS.PA) | 0.19% | 0% | 11.96% | 2/12/2025 |
 Shell (SHEL.L) | 0.17% | 0% | 20.93% | 2/20/2025 |
 VanEck Video Gaming and eSports UCITS ETF (ESP0.DE) | 0.16% | 0.46% | 30.38% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.15% | 0% | 2.51% | 9/16/2024 |
 Nordea (NDA_SE.ST) | 0.15% | 0.49% | 28.59% | - |
 Ellington Financial (EFC) | 0.12% | 0% | 7.3% | 9/8/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.11% | 0% | 2.99% | 9/13/2024 |
 Intel (INTC) | 0.1% | 0% | 17.82% | 12/27/2024 |
 LTC Properties (LTC.US) | 0.07% | 0% | 3.35% | 8/5/2025 |
 Starbucks (SBUX) | 0.07% | 0% | 5.86% | 8/26/2024 |
 Lockheed Martin (LMT) | 0.06% | 0% | 4.07% | 8/26/2024 |
 Annaly (NLY) | 0.06% | 0% | 4.55% | 8/4/2025 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.05% | 0% | 9.69% | 2/21/2025 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.05% | 0% | 10.29% | 2/21/2025 |
 iShares S&P Small Cap 600 UCITS ETF USD Dist (IUS3.DE) | 0.05% | 0% | 9.69% | 12/11/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.05% | 0% | 2.87% | 8/23/2024 |
 Apple Hospitality (APLE) | 0.04% | 0.46% | 10.53% | - |
 American Tower (AMT) | 0.03% | 0% | 3.23% | 8/26/2024 |
 Organon (OGN.US) | 0.03% | 0% | 5.86% | 8/15/2025 |
 Uber (UBER) | 0.03% | 0% | 5.5% | 4/28/2025 |
 Procter & Gamble (PG) | 0.02% | 0% | 0.84% | 8/26/2024 |
 Federal Realty (FRT) | 0.02% | 0% | 1.32% | 8/26/2024 |
 Waste Management (WM) | 0.02% | 0% | 1.32% | 8/26/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.01% | 0% | 2.03% | 9/19/2024 |
 Amcor (AMCR) | 0.01% | 0.43% | 1.79% | - |
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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