Portfolio Diversification
Range
Most Diversified
20 instruments
January 30, 2025
Least Diversified
0 instruments
January 13, 2024
Average
8.9 instruments
Most Consistent Holdings
Top 5
BPE.MI86.86%
AMZN52.22%
ISP.MI52.04%
SWDA.L51.87%
8PSG.DE51.87%
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) | 45.59% | 2.13% | 86.86% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 7.01% | 14.38% | 51.87% | - |
| Invesco Physical Gold ETC (8PSG.DE) | 4.34% | 7.2% | 51.87% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 4.14% | 8.9% | 46.18% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 3.23% | 8.19% | 36.94% | - |
| Amazon (AMZN) | 2.77% | 2.26% | 52.22% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.76% | 4.97% | 43.69% | - |
| Intesa Sanpaolo (ISP.MI) | 2.47% | 2.09% | 52.04% | - |
 Bitcoin (BTC) | 2.12% | 2.95% | 40.85% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.99% | 6.77% | 36.94% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 1.96% | 4.9% | 37.66% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 1.94% | 4.9% | 37.66% | - |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 1.86% | 4.41% | 37.66% | - |
 Poste Italiane (PST.MI) | 1.83% | 2.07% | 51.15% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 1.71% | 3.78% | 38.9% | - |
 Leonardo (LDO.MI) | 1.63% | 0% | 10.83% | 12/10/2024 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 1.28% | 5.06% | 32.15% | - |
 Amplifon (AMP.MI) | 1.17% | 0.49% | 49.73% | - |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 1.12% | 3.53% | 32.33% | - |
 Apple (AAPL) | 1% | 0% | 18.65% | 3/20/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.71% | 0% | 5.15% | 11/12/2024 |
 NVIDIA (NVDA) | 0.65% | 0% | 17.58% | 3/20/2025 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.31% | 4.07% | 7.82% | - |
 Alphabet (GOOG) | 0.13% | 0% | 0.53% | 10/7/2024 |
 USD/BRL (USDBRL) | 0.13% | 0% | 0.53% | 10/7/2024 |
 eToro Group LTD (ETOR) | 0.12% | 1.45% | 7.99% | - |
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% |