Portfolio Diversification
Range
Most Diversified
20 instruments
January 30, 2025
Least Diversified
0 instruments
January 13, 2024
Average
4.1 instruments
Most Consistent Holdings
Top 5
BPE.MI80.73%
AMZN29.95%
ISP.MI29.69%
SWDA.L29.43%
8PSG.DE29.43%
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) | 65.92% | 0% | 80.73% | 2/1/2025 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 4.06% | 0% | 29.43% | 2/1/2025 |
| Amazon (AMZN) | 3.04% | 0% | 29.95% | 2/1/2025 |
| Intesa Sanpaolo (ISP.MI) | 2.68% | 0% | 29.69% | 2/1/2025 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 2.66% | 0% | 21.09% | 2/1/2025 |
| Invesco Physical Gold ETC (8PSG.DE) | 2.62% | 0% | 29.43% | 2/1/2025 |
 Leonardo (LDO.MI) | 2.39% | 0% | 15.89% | 12/10/2024 |
 Poste Italiane (PST.MI) | 1.71% | 0% | 28.39% | 2/1/2025 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 1.46% | 0% | 17.45% | 2/1/2025 |
 Amplifon (AMP.MI) | 1.35% | 0% | 26.3% | 2/1/2025 |
 Bitcoin (BTC) | 1.26% | 0% | 13.54% | 2/1/2025 |
 Apple (AAPL) | 1.18% | 0% | 15.36% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.05% | 0% | 7.55% | 11/12/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.68% | 0% | 7.55% | 2/1/2025 |
 NVIDIA (NVDA) | 0.68% | 0% | 13.8% | 2/1/2025 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.62% | 0% | 10.42% | 2/1/2025 |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.49% | 0% | 8.59% | 2/1/2025 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.45% | 0% | 8.59% | 2/1/2025 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.44% | 0% | 8.59% | 2/1/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.28% | 0% | 7.55% | 2/1/2025 |
 Alphabet (GOOG) | 0.19% | 0% | 0.78% | 10/7/2024 |
 USD/BRL (USDBRL) | 0.19% | 0% | 0.78% | 10/7/2024 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.02% | 0% | 0.78% | 2/1/2025 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 0.02% | 0% | 0.78% | 2/1/2025 |
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% |