Portfolio Diversification
Range
Most Diversified
20 instruments
January 30, 2025
Least Diversified
0 instruments
January 13, 2024
Average
7.9 instruments
Most Consistent Holdings
Top 5
BPE.MI85.69%
AMZN47.97%
ISP.MI47.78%
SWDA.L47.58%
8PSG.DE47.58%
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) | 49.48% | 1.91% | 85.69% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 6.39% | 12.53% | 47.58% | - |
| Invesco Physical Gold ETC (8PSG.DE) | 4.07% | 7.77% | 47.58% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 3.75% | 6.2% | 41.39% | - |
| Amazon (AMZN) | 2.83% | 2.09% | 47.97% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 2.8% | 8.28% | 31.33% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.56% | 5.15% | 38.68% | - |
| Intesa Sanpaolo (ISP.MI) | 2.52% | 1.93% | 47.78% | - |
 Bitcoin (BTC) | 2.06% | 2.72% | 35.78% | - |
 Poste Italiane (PST.MI) | 1.81% | 2.12% | 46.81% | - |
 Leonardo (LDO.MI) | 1.78% | 0% | 11.8% | 12/10/2024 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 1.72% | 4.71% | 32.11% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 1.68% | 4.96% | 32.11% | - |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 1.64% | 4.27% | 32.11% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.56% | 5% | 31.33% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 1.54% | 3.62% | 33.46% | - |
 Amplifon (AMP.MI) | 1.21% | 0.72% | 45.26% | - |
 Apple (AAPL) | 1.09% | 0% | 20.31% | 3/20/2025 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 0.96% | 4.73% | 26.11% | - |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.91% | 3.37% | 26.31% | - |
 Vanguard S&P 500 ETF (VOO) | 0.78% | 0% | 5.61% | 11/12/2024 |
 NVIDIA (NVDA) | 0.71% | 0% | 19.15% | 3/20/2025 |
 Alphabet (GOOG) | 0.14% | 0% | 0.58% | 10/7/2024 |
 USD/BRL (USDBRL) | 0.14% | 0% | 0.58% | 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% |