Portfolio Diversification
Range
Most Diversified
20 instruments
January 30, 2025
Least Diversified
0 instruments
January 13, 2024
Average
9.7 instruments
Most Consistent Holdings
Top 5
BPE.MI87.89%
AMZN55.97%
ISP.MI55.81%
SWDA.L55.65%
8PSG.DE55.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 13, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BPER Banca (BPE.MI) | 42.18% | 2.23% | 87.89% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 7.56% | 13.94% | 55.65% | - |
| Invesco Physical Gold ETC (8PSG.DE) | 4.57% | 7.55% | 55.65% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 4.5% | 8.59% | 50.41% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 3.6% | 7.83% | 41.9% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.93% | 4.75% | 48.12% | - |
| Amazon (AMZN) | 2.72% | 2.12% | 55.97% | - |
| Intesa Sanpaolo (ISP.MI) | 2.44% | 2.04% | 55.81% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 2.36% | 6.49% | 41.9% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 2.19% | 5.09% | 42.55% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 2.18% | 5.01% | 42.55% | - |
 Bitcoin (BTC) | 2.16% | 2.79% | 45.01% | - |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 2.04% | 4.13% | 42.55% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 1.86% | 3.71% | 43.7% | - |
 Poste Italiane (PST.MI) | 1.86% | 2.11% | 54.99% | - |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 1.56% | 5.02% | 37.48% | - |
 Leonardo (LDO.MI) | 1.5% | 0% | 9.98% | 12/10/2024 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 1.3% | 3.42% | 37.64% | - |
 Amplifon (AMP.MI) | 1.12% | 0.44% | 53.68% | - |
 Apple (AAPL) | 0.92% | 0% | 17.18% | 3/20/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.66% | 0% | 4.75% | 11/12/2024 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.6% | 3.88% | 15.06% | - |
 NVIDIA (NVDA) | 0.6% | 0% | 16.2% | 3/20/2025 |
 eToro Group LTD (ETOR) | 0.2% | 0.97% | 15.22% | - |
 Alphabet (GOOG) | 0.12% | 0% | 0.49% | 10/7/2024 |
 USD/BRL (USDBRL) | 0.12% | 0% | 0.49% | 10/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 11.09% | 11.34% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 11.04% | 11.13% |
| Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 8.37% | 8.44% |
| SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 7.78% | 7.73% |
| Invesco Physical Gold ETC (8PSG.DE) | 6.95% | 7.05% |
| Apple (AAPL) | 6.49% | 6.65% |
| iShares MSCI China UCITS ETF (ICGA.DE) | 6.49% | 6.51% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 6.49% | 6.49% |
| NVIDIA (NVDA) | 6.49% | 6.38% |
| Amazon (AMZN) | 4.86% | 5.8% |
| Intesa Sanpaolo (ISP.MI) | 4.86% | 4.94% |
| BPER Banca (BPE.MI) | 3.86% | 4.12% |
| Bitcoin (BTC) | 4.05% | 4% |
| Poste Italiane (PST.MI) | 3.63% | 3.8% |
| SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 3.24% | 3.25% |
| Amplifon (AMP.MI) | 3.5% | 3.19% |