Portfolio Diversification
Range
Most Diversified
10 instruments
March 28, 2025
Least Diversified
4 instruments
December 15, 2023
Average
6.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
V100%
RACE100%
KTOS100%
IUSA.L99.82%
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) | 46.45% | 42.93% | 99.82% | - |
| Ferrari (RACE) | 19.9% | 15.03% | 100% | - |
| Apple (AAPL) | 13.78% | 11.16% | 100% | - |
| Visa (V) | 11.64% | 16.97% | 100% | - |
| Kratos (KTOS) | 2.55% | 2.8% | 100% | - |
 Deere (DE) | 1.59% | 2.45% | 73.69% | - |
 elserhumano | 0.32% | 2.04% | 16.04% | - |
 NVIDIA (NVDA) | 0.29% | 1.58% | 19.1% | - |
 Merck (MRK) | 0.25% | 1.31% | 19.1% | - |
 Novo-Nordisk (NVO) | 0.21% | 1.26% | 19.1% | - |
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% |