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Portfolio Diversification
Range
Most Diversified
14 instruments
March 28, 2026
Least Diversified
0 instruments
November 16, 2025
Average
9.6 instruments
Most Consistent Holdings
Top 5
JPM99.75%
KO99.75%
LIN99.75%
O99.75%
PEP75.84%
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 |
|---|---|---|---|---|
| Linde (LIN) | 18.26% | 18.18% | 99.75% | - |
| JPMorgan (JPM) | 14.39% | 14.02% | 99.75% | - |
| Coca-Cola (KO) | 13.02% | 14.27% | 99.75% | - |
| Realty Income (O) | 12.92% | 13.64% | 99.75% | - |
| PepsiCo (PEP) | 9.7% | 0% | 75.84% | 9/22/2025 |
 Johnson & Johnson (JNJ) | 7.27% | 0% | 65.68% | 12/9/2024 |
 Microsoft (MSFT) | 6.8% | 0% | 70.6% | 2/25/2025 |
 Disney (DIS) | 4% | 0% | 43.85% | 12/26/2023 |
 Intel (INTC) | 2.77% | 0% | 42.52% | 12/26/2023 |
 Novo Nordisk (NOVO-B.CO) | 1.39% | 9.98% | 15.02% | - |
 Palantir (PLTR) | 1.26% | 0% | 30.98% | 6/1/2023 |
 UnitedHealth (UNH) | 1.22% | 0% | 17.22% | 1/20/2026 |
 Apple (AAPL) | 0.82% | 0% | 26.44% | 2/21/2025 |
 Airbus (AIR.PA) | 0.77% | 4.69% | 13.63% | - |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.65% | 0% | 5.49% | 10/27/2025 |
 Siemens (SIE.DE) | 0.58% | 0% | 10.73% | 5/19/2026 |
 Nestle (NESN.ZU) | 0.52% | 0% | 12.62% | 5/21/2026 |
 AbbVie (ABBV) | 0.49% | 0% | 10.09% | 9/22/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.46% | 0% | 37.6% | 11/9/2023 |
 Allianz (ALV.DE) | 0.45% | 0% | 7.32% | 5/19/2026 |
 Visa (V) | 0.39% | 0% | 16.28% | 10/18/2022 |
 NVIDIA (NVDA) | 0.33% | 0% | 12.81% | 2/21/2025 |
 Alphabet (GOOGL) | 0.28% | 0% | 4.67% | 2/21/2025 |
 Rolls-Royce (RR.L) | 0.16% | 0% | 6.12% | 4/29/2026 |
 Amazon (AMZN) | 0.15% | 0% | 2.84% | 1/23/2025 |
 Vanguard FTSE All-World UCITS ETF USD Dis (VWRD.L) | 0.15% | 25.46% | 0.57% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.1% | 0% | 6.12% | 5/28/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.04% | 0% | 0.95% | 5/28/2026 |
 BlackRock (BLK) | 0.03% | 0% | 0.88% | 5/13/2026 |
 State Street SPDR S&P 500 ETF (SPY) | 0.02% | 0% | 8.08% | 4/9/2026 |
 UBS Core MSCI EMU UCITS ETF EUR dis (EMUEUA.DE) | 0.02% | 0% | 5.43% | 4/29/2026 |
 Hormel (HRL) | 0.01% | 0% | 0.63% | 1/21/2022 |
 Unilever (ULVR.L) | 0% | 0% | 0.38% | 10/6/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0% | 0% | 1.2% | 4/29/2026 |
 iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 0% | 0% | 0.13% | 5/28/2026 |
 Ubisoft (UBI.PA) | 0% | 0% | 1.39% | 2/13/2026 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0% | 0% | 1.45% | 4/9/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0% | 0% | 0.57% | 11/10/2022 |
 iShares MSCI China UCITS ETF (ICHN.NV) | 0% | 0% | 0.76% | 4/9/2026 |
 Lincoln National (LNC) | 0% | 0% | 0.06% | 1/6/2022 |
 Universal Corp (UVV) | 0% | 0% | 0.06% | 1/5/2022 |
 Ethereum (ETH) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 11.33% | 18.63% |
| Linde (LIN) | 16.15% | 17.93% |
| Realty Income (O) | 18.26% | 14.85% |
| Coca-Cola (KO) | 14.84% | 14.7% |
| Novo Nordisk (NOVO-B.CO) | 11.48% | 9.63% |
| UnitedHealth (UNH) | 11.14% | 9.12% |
| Siemens (SIE.DE) | 6.35% | 5.84% |
| Airbus (AIR.PA) | 5.6% | 4.84% |
| Nestle (NESN.ZU) | 4.12% | 3.6% |
| Vanguard FTSE All-World ex-US (VEU) | 0.07% | 0.06% |
Cash & Instruments Over Time
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