Portfolio Diversification
Range
Most Diversified
31 instruments
October 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.1 instruments
Most Consistent Holdings
Top 5
AIR.PA99.81%
AAPL97.94%
V97.94%
BRK.B97.94%
MSFT97.85%
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 |
|---|---|---|---|---|
| Airbus (AIR.PA) | 9.4% | 7.82% | 99.81% | - |
| Berkshire Hathaway (BRK.B) | 5.79% | 4.14% | 97.94% | - |
 Rolls-Royce (RR.L) | 5.62% | 12.58% | 73.55% | - |
| Apple (AAPL) | 5.37% | 4.98% | 97.94% | - |
| Microsoft (MSFT) | 5% | 4.46% | 97.85% | - |
 Alphabet (GOOGL) | 4.55% | 7.04% | 97.85% | - |
 NVIDIA (NVDA) | 4.38% | 7.13% | 72.8% | - |
 Intuitive Surgical (ISRG) | 4.09% | 4.9% | 97.66% | - |
 Caterpillar (CAT) | 3.67% | 0% | 79.53% | 6/2/2025 |
| Visa (V) | 2.91% | 4.36% | 97.94% | - |
 Meta (META) | 2.85% | 4.93% | 76.82% | - |
 Amazon (AMZN) | 2.47% | 4.7% | 64.86% | - |
 iShares Semiconductor ETF (SOXX) | 2.4% | 0% | 78.04% | 5/19/2025 |
 Palo Alto Networks (PANW) | 2.38% | 0% | 67.29% | 9/18/2025 |
 Fiserv (FISV) | 2.21% | 1.41% | 92.34% | - |
 Eli Lilly (LLY) | 1.56% | 0% | 57.2% | 6/2/2025 |
 SAP (SAP.DE) | 1.55% | 3.5% | 51.5% | - |
 Ford (F) | 1.51% | 0% | 32.99% | 12/27/2023 |
 Rheinmetall (RHM.DE) | 1.43% | 5.37% | 29.91% | - |
 Tesla (TSLA) | 1.18% | 0% | 70% | 2/19/2025 |
 iShares MSCI India ETF (INDA) | 1.14% | 0% | 73.93% | 4/25/2025 |
 BAE Systems (BA.L) | 1.12% | 4.18% | 27.94% | - |
 RWE (RWE.DE) | 1.12% | 0% | 56.45% | 9/5/2024 |
 Goldman Sachs (GS) | 1% | 0% | 32.99% | 12/27/2023 |
 JPMorgan (JPM) | 0.99% | 0% | 32.99% | 12/27/2023 |
 PG&E (PCG) | 0.96% | 0% | 73.08% | 3/25/2025 |
 Novo-Nordisk (NVO) | 0.88% | 1.09% | 57.66% | - |
 ASML (ASML.NV) | 0.82% | 0% | 49.25% | 9/16/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.72% | 0.26% | 59.53% | - |
 Siemens (SIE.DE) | 0.64% | 3.12% | 25.33% | - |
 Ishares Russell 2000 ETF (IWM) | 0.54% | 0% | 42.06% | 6/10/2025 |
 Broadcom (AVGO) | 0.46% | 3.91% | 17.94% | - |
 Chord Energy (CHRD) | 0.42% | 0% | 40% | 5/19/2025 |
 Rio Tinto (RIO) | 0.38% | 0% | 32.99% | 12/27/2023 |
 PayPal (PYPL) | 0.34% | 0% | 32.99% | 12/27/2023 |
 Nio (NIO) | 0.34% | 0% | 32.99% | 12/27/2023 |
 Walmart (WMT) | 0.33% | 0% | 32.24% | 12/19/2023 |
 First Majestic (AG) | 0.32% | 0% | 32.99% | 12/27/2023 |
 Procter & Gamble (PG) | 0.3% | 0% | 32.15% | 12/18/2023 |
 Palantir (PLTR) | 0.27% | 3.44% | 18.5% | - |
 Invesco QQQ (QQQ) | 0.17% | 0% | 16.17% | 6/26/2023 |
 Oracle (ORCL) | 0.16% | 2.54% | 6.82% | - |
 Vistra (VST) | 0.12% | 0% | 16.17% | 6/2/2025 |
 Medical Properties Trust (MPW) | 0.12% | 0% | 27.1% | 12/27/2023 |
 LVMH (MC.PA) | 0.11% | 0% | 16.36% | 9/27/2024 |
 SPDR S&P 500 ETF (SPY) | 0.11% | 0% | 10.65% | 12/27/2023 |
 American Express (AXP) | 0.09% | 0% | 2.8% | 2/1/2023 |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.08% | 0% | 12.9% | 8/1/2024 |
 Coca-Cola (KO) | 0.08% | 0% | 22.9% | 9/7/2023 |
 Axon (AXON) | 0.05% | 0% | 8.79% | 10/5/2023 |
 Cigna (CI) | 0.04% | 0% | 12.9% | 7/20/2023 |
 Scorpio Tankers (STNG) | 0.04% | 0% | 4.49% | 10/1/2024 |
 Safran (SAF.PA) | 0.03% | 0% | 5.05% | 5/19/2025 |
 UPS (UPS) | 0.02% | 0% | 5.51% | 12/1/2023 |
 ThyssenKrupp (TKA.DE) | 0.01% | 0% | 1.21% | 4/1/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 0.01% | 0% | 2.06% | 4/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Airbus (AIR.PA) | 7.81% | 9.55% |
| Rolls-Royce (RR.L) | 7.12% | 9.15% |
| NVIDIA (NVDA) | 6.74% | 8.51% |
| Apple (AAPL) | 4.81% | 5.14% |
| Meta (META) | 4.81% | 4.86% |
| Alphabet (GOOGL) | 4.81% | 4.85% |
| Palo Alto Networks (PANW) | 4.81% | 4.61% |
| Amazon (AMZN) | 4.43% | 4.57% |
| Fiserv (FISV) | 4.23% | 4.51% |
| Caterpillar (CAT) | 4.81% | 4.34% |
| Berkshire Hathaway (BRK.B) | 4.62% | 4.15% |
| Eli Lilly (LLY) | 4.9% | 4% |
| Microsoft (MSFT) | 4.81% | 4% |
| Visa (V) | 3.66% | 3.52% |
| Tesla (TSLA) | 1.92% | 3.5% |
| Intuitive Surgical (ISRG) | 3.08% | 3.23% |
| iShares Semiconductor ETF (SOXX) | 3.68% | 3.08% |
| SAP (SAP.DE) | 2.69% | 2.69% |
| ASML (ASML.NV) | 3.27% | 2.21% |
| PG&E (PCG) | 1.92% | 1.86% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.92% | 1.76% |
| Ishares Russell 2000 ETF (IWM) | 1.92% | 1.65% |
| Novo-Nordisk (NVO) | 2.79% | 1.54% |
| iShares MSCI India ETF (INDA) | 1.92% | 1.54% |
| Chord Energy (CHRD) | 1.92% | 1.08% |
| Vistra (VST) | 0.21% | 0.16% |