Portfolio Diversification
Range
Most Diversified
20 instruments
January 30, 2025
Least Diversified
0 instruments
January 13, 2024
Average
6.8 instruments
Most Consistent Holdings
Top 5
BPE.MI84.12%
AMZN42.27%
ISP.MI42.06%
SWDA.L41.85%
8PSG.DE41.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 13, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BPER Banca (BPE.MI) | 54.67% | 1.93% | 84.12% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.67% | 12.95% | 41.85% | - |
| Invesco Physical Gold ETC (8PSG.DE) | 3.64% | 8.53% | 41.85% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 3.46% | 6.37% | 34.98% | - |
| Amazon (AMZN) | 2.91% | 2.06% | 42.27% | - |
| Intesa Sanpaolo (ISP.MI) | 2.58% | 2.03% | 42.06% | - |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 2.25% | 5.73% | 31.97% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 2.15% | 8.63% | 23.82% | - |
 Leonardo (LDO.MI) | 1.97% | 0% | 13.09% | 12/10/2024 |
 Bitcoin (BTC) | 1.91% | 5.66% | 28.76% | - |
 Poste Italiane (PST.MI) | 1.77% | 2.19% | 40.99% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 1.36% | 5.03% | 24.68% | - |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 1.33% | 4.48% | 24.68% | - |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 1.3% | 5.31% | 24.68% | - |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 1.29% | 3.74% | 26.18% | - |
 Amplifon (AMP.MI) | 1.27% | 0.65% | 39.27% | - |
 Apple (AAPL) | 1.21% | 0% | 22.53% | 3/20/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.16% | 5.55% | 23.82% | - |
 Vanguard S&P 500 ETF (VOO) | 0.86% | 0% | 6.22% | 11/12/2024 |
 NVIDIA (NVDA) | 0.79% | 0% | 21.24% | 3/20/2025 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.64% | 3.23% | 18.24% | - |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 0.56% | 4.46% | 18.03% | - |
 Alphabet (GOOG) | 0.16% | 0% | 0.64% | 10/7/2024 |
 USD/BRL (USDBRL) | 0.16% | 0% | 0.64% | 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% |