Portfolio Diversification
Range
Most Diversified
4 instruments
February 15, 2025
Least Diversified
0 instruments
October 25, 2024
Average
1.6 instruments
Most Consistent Holdings
Top 5
VOO63.76%
IEUR21.03%
IAEX.L11.9%
TRYG.CO11.24%
BTC7.01%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 16, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 31.84% | 0% | 33.07% | 7/24/2024 | |
| Vanguard S&P 500 ETF (VOO) | 21% | 17.37% | 63.76% | - |
| iShares AEX UCITS ETF (IAEX.L) | 4.57% | 0% | 11.9% | 10/23/2024 |
| iShares Core MSCI Europe ETF (IEUR) | 4.3% | 0% | 21.03% | 5/5/2025 |
| Tryg (TRYG.CO) | 0.91% | 0% | 11.24% | 10/18/2024 |
 Visa (V) | 0.58% | 0% | 6.48% | 4/4/2025 |
 Lockheed Martin (LMT) | 0.5% | 0% | 4.63% | 1/28/2025 |
| Bitcoin (BTC) | 0.2% | 0% | 7.01% | 1/7/2024 |
 iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) | 0.18% | 0% | 2.38% | 3/4/2025 |
 Apple (AAPL) | 0.08% | 0% | 0.13% | 10/24/2024 |
 SoundHound (SOUN) | 0.06% | 0% | 0.79% | 12/9/2024 |
 JPMorgan (JPM) | 0.05% | 0% | 0.26% | 12/18/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 64.45% | 64.25% |
| iShares Core MSCI Europe ETF (IEUR) | 19.1% | 18.95% |
| Lockheed Martin (LMT) | 10.68% | 10.91% |