Portfolio Diversification
Range
Most Diversified
4 instruments
February 15, 2025
Least Diversified
0 instruments
October 25, 2024
Average
1.9 instruments
Most Consistent Holdings
Top 5
VOO47.49%
IEUR27.61%
IAEX.L17.37%
TRYG.CO16.41%
BTC10.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 16, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 46.47% | 0% | 48.26% | 7/24/2024 | |
| Vanguard S&P 500 ETF (VOO) | 23.21% | 14.18% | 47.49% | - |
| iShares AEX UCITS ETF (IAEX.L) | 6.67% | 0% | 17.37% | 10/23/2024 |
| iShares Core MSCI Europe ETF (IEUR) | 5.57% | 22.42% | 27.61% | - |
| Tryg (TRYG.CO) | 1.33% | 0% | 16.41% | 10/18/2024 |
 Visa (V) | 0.84% | 0% | 9.46% | 4/4/2025 |
 Lockheed Martin (LMT) | 0.73% | 0% | 6.76% | 1/28/2025 |
| Bitcoin (BTC) | 0.3% | 0% | 10.23% | 1/7/2024 |
 iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) | 0.27% | 0% | 3.47% | 3/4/2025 |
 Apple (AAPL) | 0.12% | 0% | 0.19% | 10/24/2024 |
 SoundHound (SOUN) | 0.08% | 0% | 1.16% | 12/9/2024 |
 JPMorgan (JPM) | 0.07% | 0% | 0.39% | 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% |