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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
JPM99.81%
KO99.81%
LIN99.81%
O99.81%
PEP78.1%
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% | 18.74% | 99.81% | - |
| JPMorgan (JPM) | 14.38% | 16.4% | 99.81% | - |
| Coca-Cola (KO) | 12.99% | 14.2% | 99.81% | - |
| Realty Income (O) | 12.89% | 15.26% | 99.81% | - |
| PepsiCo (PEP) | 9.99% | 0% | 78.1% | 9/22/2025 |
 Johnson & Johnson (JNJ) | 7.49% | 0% | 67.64% | 12/9/2024 |
 Microsoft (MSFT) | 7.01% | 0% | 72.71% | 2/25/2025 |
 Disney (DIS) | 4.12% | 0% | 45.16% | 12/26/2023 |
 Intel (INTC) | 2.85% | 0% | 43.79% | 12/26/2023 |
 Palantir (PLTR) | 1.29% | 0% | 31.9% | 6/1/2023 |
 UnitedHealth (UNH) | 1.25% | 0% | 17.74% | 1/20/2026 |
 Novo Nordisk (NOVO-B.CO) | 1.14% | 8.71% | 12.54% | - |
 Apple (AAPL) | 0.85% | 0% | 27.23% | 2/21/2025 |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.66% | 0% | 5.65% | 10/27/2025 |
 Airbus (AIR.PA) | 0.64% | 5.82% | 11.11% | - |
 AbbVie (ABBV) | 0.51% | 0% | 10.4% | 9/22/2025 |
 Siemens (SIE.DE) | 0.5% | 5.31% | 9.29% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.47% | 0% | 38.73% | 11/9/2023 |
 Nestle (NESN.ZU) | 0.44% | 5.42% | 11.11% | - |
 Visa (V) | 0.4% | 0% | 16.76% | 10/18/2022 |
 Allianz (ALV.DE) | 0.35% | 6.43% | 5.78% | - |
 NVIDIA (NVDA) | 0.34% | 0% | 13.19% | 2/21/2025 |
 Alphabet (GOOGL) | 0.29% | 0% | 4.81% | 2/21/2025 |
 Amazon (AMZN) | 0.16% | 0% | 2.92% | 1/23/2025 |
 Rolls-Royce (RR.L) | 0.15% | 2.72% | 5.78% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.02% | 0% | 8.32% | 4/9/2026 |
 UBS Core MSCI EMU UCITS ETF EUR dis (EMUEUA.DE) | 0.02% | 0.38% | 5.07% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.01% | 0% | 5.33% | 1/20/2026 |
 Hormel (HRL) | 0.01% | 0% | 0.65% | 1/21/2022 |
 Unilever (ULVR.L) | 0% | 0% | 0.39% | 10/6/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0% | 0.18% | 0.71% | - |
 Ubisoft (UBI.PA) | 0% | 0% | 1.43% | 2/13/2026 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0% | 0% | 1.49% | 4/9/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0% | 0% | 0.58% | 11/10/2022 |
 iShares MSCI China UCITS ETF (ICHN.NV) | 0% | 0% | 0.78% | 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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