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Portfolio Diversification
Range
Most Diversified
85 instruments
May 26, 2022
Least Diversified
3 instruments
July 30, 2024
Average
41.3 instruments
Most Consistent Holdings
Top 5
BRK.B100%
MSFT95.45%
GOOG90.11%
AMZN87.28%
ASML86.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| ASML (ASML) | 10.25% | 24.24% | 86.88% | - |
| Berkshire Hathaway (BRK.B) | 6.88% | 9.09% | 100% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 5.35% | 0% | 39.29% | 7/29/2024 |
| Microsoft (MSFT) | 5.07% | 4.18% | 95.45% | - |
| Alphabet (GOOG) | 4.42% | 6.05% | 90.11% | - |
 NVIDIA (NVDA) | 3.87% | 6.48% | 71.92% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 2.99% | 0% | 30.45% | 5/3/2023 |
 Lam Research (LRCX) | 2.28% | 10.19% | 37.64% | - |
| Amazon (AMZN) | 2.25% | 3.45% | 87.28% | - |
 Visa (V) | 2.2% | 3% | 81.21% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.94% | 0% | 27.88% | 11/27/2023 |
 Meta (META) | 1.91% | 3.73% | 64.54% | - |
 Hapag-Lloyd (HLAG.DE) | 1.88% | 0% | 29.47% | 7/29/2024 |
 TSMC (TSM) | 1.85% | 9.02% | 40.41% | - |
 Tesla (TSLA) | 1.53% | 0% | 39.16% | 3/17/2026 |
 Allianz (ALV.DE) | 1.46% | 3.14% | 40.01% | - |
 PepsiCo (PEP) | 1.44% | 0% | 56.69% | 6/10/2024 |
 Uber (UBER) | 1.41% | 5.19% | 24.46% | - |
 Dollar General (DG.US) | 1.35% | 0% | 34.74% | 7/15/2024 |
 PayPal (PYPL) | 1.3% | 0% | 63.02% | 11/19/2025 |
 Mastercard (MA) | 1.29% | 0% | 39.62% | 7/21/2025 |
 Apple (AAPL) | 1.22% | 0% | 45.75% | 3/24/2025 |
 Realty Income (O) | 1.13% | 0% | 37.77% | 7/15/2024 |
 LVMH (MC.PA) | 1.03% | 0% | 46.14% | 1/28/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.99% | 0% | 28.08% | 3/27/2023 |
 iShares Core High Dividend ETF (HDV) | 0.99% | 0% | 13.51% | 4/18/2023 |
 Vonovia (VNA.DE) | 0.89% | 0% | 28.87% | 3/1/2024 |
 Garmin (GRMN) | 0.87% | 0% | 41.86% | 10/27/2023 |
 S&P Global (SPGI) | 0.84% | 0% | 53.2% | 5/28/2025 |
 JPMorgan (JPM) | 0.77% | 0% | 38.1% | 8/28/2023 |
 Bitcoin (BTC) | 0.72% | 0% | 56.43% | 11/19/2025 |
 Costco (COST) | 0.69% | 0% | 15.56% | 3/24/2025 |
 Lonza (LONN.ZU) | 0.68% | 0% | 58.21% | 7/3/2024 |
 Lowe's (LOW) | 0.67% | 0% | 38.1% | 8/28/2023 |
 iShares MSCI Switzerland ETF (EWL) | 0.67% | 0% | 16.22% | 3/20/2023 |
 Samsung (SMSN.L) | 0.64% | 0% | 22.48% | 3/1/2024 |
 Autodesk (ADSK) | 0.63% | 0% | 49.18% | 2/15/2024 |
 AMD (AMD) | 0.63% | 0% | 47.26% | 1/17/2024 |
 Medical Properties Trust (MPT) | 0.6% | 0% | 26.17% | 7/15/2024 |
 UMC (UMC) | 0.58% | 0% | 47.26% | 1/17/2024 |
 Moody's (MCO) | 0.55% | 0% | 15.56% | 3/24/2025 |
 British American Tobacco (BTI) | 0.55% | 0% | 14.77% | 2/9/2024 |
 Disney (DIS) | 0.54% | 0% | 19.31% | 6/10/2024 |
 Sika (SIKA.ZU) | 0.54% | 0% | 49.18% | 2/15/2024 |
 KLA (KLAC) | 0.54% | 3.12% | 32.56% | - |
 Volkswagen (VOW3.DE) | 0.52% | 0% | 28.48% | 3/1/2024 |
 Petrobras (PBR) | 0.5% | 0% | 3.76% | 6/23/2023 |
 Shell (SHEL.L) | 0.5% | 0% | 20.96% | 2/15/2024 |
 L'Oréal (OR.PA) | 0.45% | 0% | 29.99% | 5/28/2025 |
 Deckers (DECK) | 0.44% | 0% | 32.5% | 2/29/2024 |
 TE Connectivity (TEL.US) | 0.44% | 0% | 38.1% | 8/28/2023 |
 UnitedHealth (UNH) | 0.43% | 0% | 38.1% | 8/28/2023 |
 Qualcomm (QCOM) | 0.43% | 0% | 43.44% | 11/20/2023 |
 Tractor Supply (TSCO) | 0.42% | 0% | 16.22% | 9/12/2022 |
 Sibanye Stillwater (SBSW) | 0.39% | 0% | 50.16% | 3/1/2024 |
 Johnson & Johnson (JNJ) | 0.34% | 0% | 19.97% | 11/14/2022 |
 Alphabet (GOOGL) | 0.34% | 0% | 38.1% | 8/28/2023 |
 Yara (YAR.OL) | 0.34% | 0% | 8.31% | 10/17/2023 |
 Medtronic (MDT.US) | 0.34% | 0% | 43.44% | 11/20/2023 |
 Alibaba (BABA) | 0.34% | 0% | 58.14% | 7/2/2024 |
 D.R. Horton (DHI) | 0.33% | 0% | 39.62% | 2/29/2024 |
 Plug Power (PLUG) | 0.31% | 0% | 23.93% | 11/19/2025 |
 Verizon (VZ) | 0.29% | 0% | 15.29% | 11/20/2023 |
 Stanley Black & Decker (SWK) | 0.28% | 0% | 43.44% | 11/20/2023 |
 Mercedes-Benz (MBG.DE) | 0.28% | 0% | 14.96% | 10/17/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.27% | 0% | 4.48% | 7/29/2024 |
 M/I Homes (MHO) | 0.27% | 0% | 9.95% | 8/28/2023 |
 UiPath (PATH) | 0.27% | 0% | 58.14% | 7/2/2024 |
 3M (MMM) | 0.27% | 0% | 49.18% | 2/15/2024 |
 Agilent (A.US) | 0.25% | 0% | 38.1% | 8/28/2023 |
 Ambev (ABEV) | 0.24% | 0% | 11.21% | 9/18/2023 |
 iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.24% | 0% | 18.13% | 4/20/2023 |
 American Express (AXP) | 0.23% | 0% | 16.22% | 9/12/2022 |
 Partners Group (PGHN.ZU) | 0.23% | 0% | 38.17% | 8/29/2023 |
 Bank of America (BAC) | 0.22% | 0% | 47.59% | 1/22/2024 |
 Dover (DOV) | 0.21% | 0% | 26.3% | 2/27/2023 |
 Vodafone (VOD) | 0.21% | 0% | 10.09% | 11/20/2023 |
 Booking (BKNG) | 0.21% | 0% | 19.97% | 11/14/2022 |
 Deere (DE) | 0.2% | 0% | 12.33% | 2/29/2024 |
 Home Depot (HD) | 0.2% | 0% | 32.3% | 5/31/2023 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.2% | 0% | 4.55% | 11/23/2022 |
 Nu (NU) | 0.19% | 1.99% | 8.57% | - |
 Estee Lauder (EL) | 0.19% | 0% | 49.51% | 2/20/2024 |
 Shopify (SHOP) | 0.19% | 0% | 47.26% | 1/17/2024 |
 Boliden (BOL.ST) | 0.19% | 0% | 20.57% | 11/24/2022 |
 Vestas (VWS.CO) | 0.19% | 0% | 47.59% | 1/22/2024 |
 Palantir (PLTR) | 0.18% | 0% | 41.2% | 10/17/2023 |
 Gentex (GNTX) | 0.18% | 0% | 38.1% | 8/28/2023 |
 Air Liquide (AI.PA) | 0.18% | 0% | 24.26% | 2/28/2023 |
 Marvell (MRVL) | 0.16% | 0% | 31.97% | 5/26/2023 |
 Deutsche Post (DHL.DE) | 0.16% | 0% | 38.17% | 8/29/2023 |
 iShares Core Dividend Growth ETF (DGRO) | 0.16% | 0% | 9.1% | 11/23/2022 |
 STMicroelectronics (STMPA.PA) | 0.16% | 0% | 26.37% | 2/28/2023 |
 First American (FAF) | 0.16% | 0% | 29.53% | 4/19/2023 |
 VICI Properties (VICI) | 0.16% | 0% | 11.4% | 6/23/2022 |
 BlackRock (BLK) | 0.16% | 0% | 12.99% | 5/28/2025 |
 Bio-Rad (BIO) | 0.16% | 0% | 48.78% | 2/9/2024 |
 Atlas Copco (ATCO-A.ST) | 0.15% | 0% | 28.08% | 3/27/2023 |
 Ethereum (ETH) | 0.15% | 0% | 39.82% | 10/27/2023 |
 On (ONON) | 0.15% | 0% | 7.78% | 3/17/2026 |
 TeamViewer (TMV.DE) | 0.15% | 0% | 26.37% | 2/28/2023 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.14% | 0% | 9.1% | 11/24/2022 |
 Nio (NIO) | 0.13% | 0% | 58.14% | 7/2/2024 |
 LEG Immobilien (LEG.DE) | 0.13% | 0% | 6% | 10/17/2023 |
 ADP (ADP) | 0.13% | 0% | 17.86% | 10/11/2022 |
 Meritage Homes (MTH) | 0.13% | 0% | 26.3% | 2/27/2023 |
 Procter & Gamble (PG) | 0.12% | 0% | 11.4% | 6/23/2022 |
 Nestle (NESN.ZU) | 0.11% | 0% | 8.11% | 3/25/2025 |
 NextEra (NEE) | 0.1% | 0% | 8.97% | 2/29/2024 |
 Robinhood Markets Inc. (HOOD) | 0.1% | 4.57% | 2.11% | - |
 Analog Devices (ADI.US) | 0.1% | 0% | 15.29% | 8/24/2022 |
 Amgen (AMGN) | 0.1% | 0% | 8.11% | 3/24/2025 |
 Danaher (DHR) | 0.09% | 0% | 29.53% | 4/19/2023 |
 Chevron (CVX) | 0.09% | 0% | 4.15% | 5/31/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.09% | 0% | 8.64% | 5/12/2022 |
 Mondi (MNDI.L) | 0.09% | 0% | 10.09% | 11/20/2023 |
 Oracle (ORCL) | 0.09% | 2.41% | 20.83% | - |
 Aflac (AFL) | 0.09% | 0% | 11.4% | 6/23/2022 |
 McDonald's (MCD) | 0.08% | 0% | 11.4% | 6/23/2022 |
 Swisscom (SCMN.ZU) | 0.08% | 0% | 4.55% | 3/11/2022 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.08% | 0% | 9.1% | 11/23/2022 |
 Dassault Systemes (DSY.PA) | 0.07% | 0% | 10.55% | 8/24/2022 |
 KB Home (KBH) | 0.07% | 0% | 29.53% | 4/19/2023 |
 Novartis (NVS) | 0.06% | 0% | 9.62% | 5/27/2022 |
 Hanover (THG) | 0.06% | 0% | 8.64% | 5/12/2022 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.06% | 0% | 9.1% | 11/23/2022 |
 SoFi (SOFI) | 0.06% | 0% | 41.2% | 10/17/2023 |
 Linde (LIN) | 0.04% | 0% | 11.4% | 9/7/2022 |
 Cronos (CRO) | 0.04% | 0% | 5.47% | 5/28/2025 |
 J.B.Hunt (JBHT) | 0.04% | 0% | 4.55% | 3/11/2022 |
 Knight-Swift (KNX) | 0.04% | 0% | 4.55% | 3/11/2022 |
 Maersk (MAERSKB.CO) | 0.04% | 0% | 5.6% | 6/7/2022 |
 Fortinet (FTNT) | 0.03% | 0% | 4.81% | 9/12/2022 |
 RWE (RWE.DE) | 0.03% | 0% | 5.27% | 4/19/2023 |
 Vanguard Mid-Cap Value ETF (VOE) | 0.03% | 0% | 8.57% | 11/14/2022 |
 Taylor Morrison (TMHC) | 0.03% | 0% | 0.86% | 7/26/2023 |
 Porsche (PAH3.DE) | 0.03% | 0% | 18.33% | 3/23/2023 |
 Solana (SOL) | 0.03% | 0% | 5.47% | 5/28/2025 |
 Adidas (ADS.DE) | 0.03% | 0% | 6.86% | 3/27/2023 |
 Carl Zeiss Meditec (AFX.DE) | 0.03% | 0% | 8.17% | 6/6/2022 |
 Bitcoin Cash (BCH) | 0.02% | 0% | 5.47% | 5/28/2025 |
 XRP (XRP) | 0.02% | 0% | 5.47% | 5/28/2025 |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.02% | 0% | 0.33% | 7/29/2024 |
 Dell (DELL) | 0.02% | 0% | 5.41% | 3/24/2022 |
 Assurant (AIZ) | 0.02% | 0% | 4.55% | 3/11/2022 |
 Nike (NKE) | 0.01% | 0% | 2.11% | 11/13/2023 |
 Comcast (CMCSA) | 0.01% | 0% | 2.77% | 6/23/2022 |
 AbbVie (ABBV) | 0.01% | 0% | 2.77% | 6/23/2022 |
 BHP (BHP.L) | 0.01% | 0% | 0.46% | 6/16/2023 |
 Badger Meter (BMI) | 0.01% | 0% | 0.4% | 3/27/2023 |
 L3Harris (LHX) | 0.01% | 0% | 3.56% | 3/23/2023 |
 Nucor (NUE) | 0.01% | 0% | 1.32% | 4/18/2023 |
 Rheinmetall (RHM.DE) | 0% | 0% | 0.73% | 6/9/2025 |
 Xilinx Inc (XLNX) | 0% | 0% | 0.99% | 2/15/2022 |
 Colgate (CL) | 0% | 0% | 1.12% | 6/23/2022 |
 Adobe (ADBE) | 0% | 0% | 0.59% | 2/29/2024 |
 Allegro MicroSystems (ALGM) | 0% | 0% | 0.13% | 3/23/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0% | 0% | 2.18% | 4/19/2023 |
 Uniper (UN0.DE) | 0% | 0% | 0.26% | 9/28/2022 |
 Gala V2 (GALA) | 0% | 0% | 0.07% | 2/28/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 24.09% | 23.29% |
| Berkshire Hathaway (BRK.B) | 11.12% | 9.6% |
| Lam Research (LRCX) | 5.39% | 8.11% |
| NVIDIA (NVDA) | 6.6% | 7.11% |
| Alphabet (GOOG) | 4.58% | 5.9% |
| Microsoft (MSFT) | 5.21% | 5.58% |
| TSMC (TSM) | 4.04% | 5.17% |
| Uber (UBER) | 6.94% | 5.06% |
| Meta (META) | 5.39% | 4.61% |
| Tesla (TSLA) | 3.07% | 4.15% |
| Amazon (AMZN) | 4.58% | 3.93% |
| LVMH (MC.PA) | 4.68% | 3.8% |
| Visa (V) | 3.77% | 3.52% |
| Allianz (ALV.DE) | 3.23% | 3.48% |
| Nu (NU) | 3.21% | 2.42% |
| On (ONON) | 2.69% | 2.03% |
| KLA (KLAC) | 1.35% | 1.8% |
Cash & Instruments Over Time
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