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Portfolio Diversification
Range
Most Diversified
23 instruments
January 4, 2025
Least Diversified
0 instruments
January 2, 2023
Average
2.5 instruments
Most Consistent Holdings
Top 5
IUSQ.DE40.76%
SPY5.L40.51%
BAC16.69%
JNJ8.9%
COR8.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 10.97% | 34.29% | 40.51% | - |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 10.58% | 34.04% | 40.76% | - |
| Bank of America (BAC) | 0.66% | 0% | 16.69% | 6/24/2025 |
| Johnson & Johnson (JNJ) | 0.39% | 0% | 8.9% | 3/24/2025 |
| Cencora (COR) | 0.38% | 0% | 8.9% | 3/24/2025 |
 Altria (MO) | 0.29% | 0% | 7.2% | 3/4/2025 |
 Fortinet (FTNT) | 0.29% | 0% | 6.78% | 3/24/2025 |
 AbbVie (ABBV) | 0.28% | 0% | 6.19% | 3/24/2025 |
 McKesson (MCK) | 0.28% | 0% | 6.19% | 3/24/2025 |
 Microchip (MCHP) | 0.25% | 0% | 6.19% | 2/20/2025 |
 UnitedHealth (UNH) | 0.24% | 0% | 6.02% | 3/24/2025 |
 Qorvo (QRVO) | 0.23% | 0% | 4.75% | 2/3/2025 |
 Monolithic Power (MPWR) | 0.21% | 0% | 5.08% | 3/4/2025 |
 Applied Materials (AMAT) | 0.21% | 0% | 4.75% | 2/3/2025 |
 Gartner (IT) | 0.21% | 0% | 4.75% | 2/3/2025 |
 IQVIA (IQV) | 0.21% | 0% | 5.08% | 3/4/2025 |
 Lululemon (LULU) | 0.2% | 0% | 5.08% | 3/4/2025 |
 Crown Castle (CCI) | 0.2% | 0% | 5.08% | 3/4/2025 |
 D.R. Horton (DHI) | 0.19% | 0% | 5.08% | 3/4/2025 |
 Elevance Health (ELV) | 0.19% | 0% | 4.32% | 3/4/2025 |
 GE HealthCare (GEHC) | 0.11% | 0% | 2.63% | 2/3/2025 |
 Prologis (PLD) | 0.11% | 0% | 2.63% | 2/3/2025 |
 Equifax (EFX) | 0.11% | 0% | 2.63% | 2/3/2025 |
 Bristol-Myers Squibb (BMY) | 0.11% | 0% | 2.63% | 2/3/2025 |
 Nike (NKE) | 0.1% | 0% | 2.03% | 1/2/2025 |
 Adobe (ADBE) | 0.1% | 0% | 2.63% | 2/3/2025 |
 Lennar (LEN) | 0.1% | 0% | 2.63% | 2/3/2025 |
 Roper (ROP) | 0.1% | 0% | 2.03% | 1/2/2025 |
 Regeneron (REGN) | 0.1% | 0% | 2.63% | 2/3/2025 |
 Old Dominion (ODFL) | 0.1% | 0% | 2.46% | 3/4/2025 |
 Intuit (INTU) | 0.09% | 0% | 2.46% | 3/4/2025 |
 Motorola (MSI) | 0.09% | 0% | 1.86% | 1/2/2025 |
 Las Vegas Sands (LVS) | 0.09% | 0% | 2.46% | 3/4/2025 |
 Lockheed Martin (LMT) | 0.09% | 0% | 2.46% | 3/4/2025 |
 Magnolia (MGY) | 0.09% | 0% | 1.86% | 1/2/2025 |
 Weatherford (WFRD) | 0.09% | 0% | 1.86% | 1/2/2025 |
 Vertex (VRTX) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Qualcomm (QCOM) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Amgen (AMGN) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Merck (MRK) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Pfizer (PFE) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Cardinal Health (CAH) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Keysight Technologies (KEYS) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Agilent (A.US) | 0.07% | 0% | 1.69% | 3/24/2025 |
 Live Nation (LYV) | 0.06% | 0% | 1.69% | 3/24/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.25% | 12/12/2024 |
 Millrose Properties Inc (MRP) | 0.01% | 0% | 1.78% | 3/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 33.27% | 35.06% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 33.27% | 33.49% |
Cash & Instruments Over Time
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