Portfolio Diversification
Range
Most Diversified
10 instruments
March 28, 2025
Least Diversified
4 instruments
December 15, 2023
Average
6.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
V100%
RACE100%
KTOS100%
IUSA.L99.84%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 45.35% | 39.03% | 99.84% | - |
| Ferrari (RACE) | 19.01% | 12.76% | 100% | - |
| Apple (AAPL) | 13.3% | 10.85% | 100% | - |
| Visa (V) | 12.02% | 14.12% | 100% | - |
| Kratos (KTOS) | 2.67% | 4.32% | 100% | - |
 Deere (DE) | 1.64% | 1.73% | 77.19% | - |
 elserhumano | 0.51% | 1.74% | 27.19% | - |
 NVIDIA (NVDA) | 0.47% | 2.46% | 29.84% | - |
 Merck (MRK) | 0.36% | 1.03% | 29.84% | - |
 Novo-Nordisk (NVO) | 0.32% | 1.05% | 29.84% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 45.06% | 45.94% |
| Ferrari (RACE) | 16.63% | 15.36% |
| Apple (AAPL) | 12.68% | 13.96% |
| Visa (V) | 12.51% | 12.97% |
| Deere (DE) | 1.69% | 1.73% |
| Kratos (KTOS) | 1.04% | 1.26% |