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Portfolio Diversification
Range
Most Diversified
34 instruments
February 3, 2026
Least Diversified
0 instruments
October 20, 2025
Average
27.5 instruments
Most Consistent Holdings
Top 5
ITX.MC98.6%
MCD98.07%
PG98.07%
BATS.L98.07%
ONT.L98.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 21, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 26.68% | 31.11% | 77.19% | - |
 Xtrackers Physical Silver ETC (XAD6.DE) | 6.6% | 4.96% | 97.89% | - |
 iShares Physical Gold ETC (PPFB.DE) | 4.88% | 2.78% | 97.37% | - |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 4.58% | 3.12% | 95.09% | - |
| BAT (BATS.L) | 3.6% | 3.18% | 98.07% | - |
 Roche (ROP.ZU) | 3.3% | 4.3% | 77.37% | - |
 Johnson & Johnson (JNJ) | 2.47% | 3.54% | 77.89% | - |
 ASML (ASML) | 2.45% | 3.91% | 73.16% | - |
 Equinor (EQNR.OL) | 2.03% | 4.98% | 50.88% | - |
 Pfizer (PFE) | 2% | 2.18% | 84.91% | - |
 Visa (V) | 1.99% | 2.42% | 77.89% | - |
 Genuine Parts (GPC) | 1.91% | 3.03% | 77.89% | - |
 Medtronic (MDT.US) | 1.87% | 2.13% | 77.89% | - |
 GlaxoSmithKline (GSK) | 1.67% | 1.99% | 77.54% | - |
 Teleperformance (TEP.PA) | 1.56% | 0% | 46.49% | 11/24/2025 |
 Realty Income (O) | 1.54% | 1.12% | 86.49% | - |
 Iberdrola (IBE.MC) | 1.38% | 0.87% | 97.37% | - |
 3M (MMM) | 1.35% | 0.75% | 97.54% | - |
 Coca-Cola (KO) | 1.33% | 0.82% | 97.89% | - |
| McDonald's (MCD) | 1.32% | 1.36% | 98.07% | - |
 Norsk Hydro (NHY.OL) | 1.32% | 1.2% | 86.84% | - |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 1.3% | 0.6% | 97.89% | - |
 Cal-Maine Foods (CALM) | 1.26% | 0% | 73.68% | 8/20/2026 |
 UPS (UPS) | 1.25% | 0% | 54.04% | 5/5/2026 |
| Procter & Gamble (PG) | 1.24% | 1.44% | 98.07% | - |
 GSK (GSK.L) | 1.23% | 0.74% | 97.89% | - |
 Vidrala (VID.MC) | 1.16% | 1.35% | 77.54% | - |
| Inditex (ITX.MC) | 1.14% | 1.23% | 98.6% | - |
| Oxford Nanopore (ONT.L) | 1.12% | 0.79% | 98.07% | - |
 UnitedHealth (UNH) | 1.01% | 2.62% | 39.82% | - |
 Microsoft (MSFT) | 1% | 2.99% | 39.3% | - |
 Hasbro (HAS) | 0.9% | 0% | 39.82% | 11/24/2025 |
 Verizon (VZ) | 0.83% | 1.6% | 51.58% | - |
 SAP (SAP.DE) | 0.74% | 2.12% | 39.3% | - |
 Adobe (ADBE) | 0.56% | 1.41% | 39.3% | - |
 MicroStrategy (MSTR) | 0.28% | 0% | 52.63% | 9/15/2026 |
 Comcast (CMCSA) | 0.12% | 1.95% | 5.26% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 40.66% | 36.39% |
| Xtrackers Physical Silver ETC (XAD6.DE) | 3.52% | 6.79% |
| Roche (ROP.ZU) | 4.26% | 4.79% |
| BAT (BATS.L) | 3.61% | 3.84% |
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 3.12% | 3.37% |
| iShares Physical Gold ETC (PPFB.DE) | 2.75% | 3.3% |
| Equinor (EQNR.OL) | 3.63% | 3.27% |
| Johnson & Johnson (JNJ) | 2.71% | 3.26% |
| ASML (ASML) | 2.35% | 3% |
| Visa (V) | 3.09% | 2.78% |
| Medtronic (MDT.US) | 2.71% | 2.67% |
| UPS (UPS) | 2.71% | 2.37% |
| Pfizer (PFE) | 2.54% | 2.37% |
| GlaxoSmithKline (GSK) | 2.1% | 2.33% |
| Genuine Parts (GPC) | 2.15% | 1.95% |
| Vidrala (VID.MC) | 2% | 1.63% |
| Inditex (ITX.MC) | 1.46% | 1.63% |
| Verizon (VZ) | 1.83% | 1.63% |
| Cal-Maine Foods (CALM) | 2.21% | 1.57% |
| Realty Income (O) | 1.54% | 1.34% |
| Norsk Hydro (NHY.OL) | 1.04% | 1.28% |
| Iberdrola (IBE.MC) | 0.78% | 0.96% |
| GSK (GSK.L) | 0.78% | 0.87% |
| 3M (MMM) | 0.9% | 0.87% |
| Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 0.9% | 0.82% |
| McDonald's (MCD) | 0.9% | 0.79% |
| Coca-Cola (KO) | 0.9% | 0.78% |
| Oxford Nanopore (ONT.L) | 0.72% | 0.68% |
| Procter & Gamble (PG) | 0.9% | 0.67% |
| MicroStrategy (MSTR) | 1.08% | 0.64% |
Cash & Instruments Over Time
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