Portfolio Diversification
Range
Most Diversified
96 instruments
August 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
63 instruments
Most Consistent Holdings
Top 5
GOOG99.9%
MSFT99.9%
AMZN99.9%
CSCO99.9%
JPM99.9%
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 |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 8.75% | 2.87% | 99.9% | - |
| Microsoft (MSFT) | 4.54% | 4.49% | 99.9% | - |
 Lufthansa (LHA.DE) | 3.71% | 0.61% | 99.9% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.56% | 4.33% | 86.98% | - |
 Carnival (CCL) | 3.26% | 0% | 70.35% | 6/26/2025 |
 Berkshire Hathaway (BRK.B) | 3.03% | 3.34% | 99.9% | - |
 Rheinmetall (RHM.DE) | 2.79% | 2.02% | 96.8% | - |
 Rolls-Royce (RR.L) | 2.74% | 0.4% | 99.9% | - |
 Dior (CDI.PA) | 2.55% | 0.63% | 58.68% | - |
 Ford (F) | 2.41% | 1.03% | 99.9% | - |
 Mercedes-Benz (MBG.DE) | 2.25% | 1.24% | 99.9% | - |
 TUI AG (TUI.L) | 2.18% | 0% | 54.44% | 6/20/2024 |
 ASML (ASML.NV) | 2.15% | 0.32% | 99.9% | - |
 Apple (AAPL) | 1.87% | 1.46% | 95.35% | - |
 SAP (SAP.DE) | 1.81% | 0.92% | 75.93% | - |
| JPMorgan (JPM) | 1.64% | 0.11% | 99.9% | - |
 Airbus (AIR.PA) | 1.55% | 1.46% | 99.9% | - |
 McDonald's (MCD) | 1.5% | 1.05% | 99.9% | - |
 American Express (AXP) | 1.32% | 0.5% | 97% | - |
 PayPal (PYPL) | 1.3% | 0.91% | 23.14% | - |
| Cisco (CSCO) | 1.22% | 0.1% | 99.9% | - |
 Northrop Grumman (NOC) | 1.15% | 4.62% | 28.1% | - |
 Roche (ROG.ZU) | 1.06% | 0.13% | 99.9% | - |
 BioNTech SE (BNTX) | 1.06% | 0.52% | 99.79% | - |
 NVIDIA (NVDA) | 1.06% | 0.79% | 77.69% | - |
 Volkswagen (VOW3.DE) | 1% | 0% | 82.54% | 7/25/2025 |
 Bank of America (BAC) | 0.96% | 1.2% | 83.47% | - |
| Alphabet (GOOG) | 0.91% | 1.03% | 99.9% | - |
 Corsair (CRSR) | 0.89% | 0.16% | 23.45% | - |
 Zurich Insurance (ZURN.ZU) | 0.89% | 0.08% | 96.28% | - |
| Amazon (AMZN) | 0.87% | 0.63% | 99.9% | - |
 ING (INGA.NV) | 0.85% | 1.62% | 51.34% | - |
 Lockheed Martin (LMT) | 0.82% | 2.24% | 56.4% | - |
 Marriott (MAR) | 0.78% | 0.63% | 65.5% | - |
 FedEx (FDX) | 0.76% | 0.12% | 99.9% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.72% | 3.53% | 31.3% | - |
 Garmin (GRMN) | 0.7% | 0% | 51.34% | 5/20/2024 |
 LVMH (MC.PA) | 0.68% | 0.34% | 38.53% | - |
 Delta (DAL) | 0.63% | 0.22% | 99.9% | - |
 AT&T (T) | 0.63% | 0.82% | 52.79% | - |
 Pfizer (PFE) | 0.62% | 1.29% | 44.94% | - |
 Raytheon (RTX) | 0.57% | 0.12% | 99.9% | - |
 Alibaba (BABA) | 0.57% | 0% | 20.25% | 7/19/2023 |
 Siemens (SIE.DE) | 0.55% | 0.13% | 94.73% | - |
 Hapag-Lloyd (HLAG.DE) | 0.54% | 0% | 69.32% | 4/16/2025 |
 CVS Health (CVS) | 0.52% | 0% | 92.25% | 6/23/2025 |
 UniCredit (UCG.MI) | 0.51% | 0.34% | 32.02% | - |
 Rivian (RIVN) | 0.5% | 0.14% | 99.79% | - |
 iShares Core EURO STOXX 50 ETF (CSX5.L) | 0.48% | 0% | 15.91% | 7/29/2025 |
 Shell (SHEL.L) | 0.45% | 1.39% | 29.24% | - |
 Sanofi (SAN.PA) | 0.44% | 0% | 48.76% | 4/25/2024 |
 IBM (IBM) | 0.43% | 0% | 78.93% | 7/17/2025 |
 Home Depot (HD) | 0.43% | 0% | 40.7% | 2/6/2024 |
 Crowdstrike (CRWD) | 0.42% | 0% | 48.14% | 11/13/2024 |
 Fresenius (FRE.DE) | 0.4% | 0% | 45.14% | 3/21/2024 |
 Adidas (ADS.DE) | 0.39% | 0.08% | 72.52% | - |
 Charles River Labs (CRL) | 0.37% | 0% | 44.21% | 3/12/2024 |
 Carl Zeiss Meditec (AFX.DE) | 0.36% | 0.71% | 26.65% | - |
 Disney (DIS) | 0.35% | 0% | 39.98% | 1/30/2024 |
 iShares MSCI Germany ETF (EWG) | 0.35% | 2.25% | 48.35% | - |
 Rational (RAA.DE) | 0.34% | 0.47% | 58.99% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.3% | 3.45% | 24.28% | - |
 Liberty Formula One (FWONK) | 0.3% | 0% | 31.92% | 6/3/2024 |
 Porsche (PAH3.DE) | 0.27% | 1.29% | 23.45% | - |
 Philip Morris (PM) | 0.27% | 2.5% | 23.35% | - |
 Realty Income (O) | 0.25% | 0.54% | 33.57% | - |
 Generali (G.MI) | 0.25% | 0% | 23.97% | 7/31/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.24% | 0% | 17.67% | 1/29/2025 |
 Aramco (SAOC) | 0.24% | 0.62% | 29.34% | - |
 PepsiCo (PEP) | 0.23% | 0.17% | 54.65% | - |
 Nestle (NESN.ZU) | 0.2% | 0% | 17.46% | 7/24/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.19% | 0% | 25.93% | 6/23/2025 |
 Norsk Hydro (NHY.OL) | 0.19% | 0.57% | 32.02% | - |
 Coursera (COUR) | 0.18% | 0% | 20.25% | 7/19/2023 |
 Charles Schwab (SCHW) | 0.18% | 0% | 13.02% | 7/19/2023 |
 Saab (SAABB.ST) | 0.17% | 0% | 19.42% | 9/4/2025 |
 Eli Lilly (LLY) | 0.17% | 0.44% | 27.48% | - |
 BYD (01211.HK) | 0.16% | 1.14% | 18.29% | - |
 Bayer (BAYN.DE) | 0.16% | 0% | 15.7% | 7/30/2025 |
 Deutsche Bank (DBK.DE) | 0.16% | 0% | 40.29% | 7/29/2025 |
 Energy Transfer (ET) | 0.15% | 0% | 28.72% | 3/22/2024 |
 AbbVie (ABBV) | 0.15% | 0.22% | 50.31% | - |
 Scout24 (G24.DE) | 0.15% | 0% | 15.6% | 5/27/2024 |
 L'Oréal (OR.PA) | 0.15% | 0.12% | 55.58% | - |
 Duke Energy (DUK) | 0.15% | 0.52% | 23.24% | - |
 Walmart (WMT) | 0.14% | 0.68% | 19.52% | - |
 Renault (RNO.PA) | 0.14% | 0.21% | 22.73% | - |
 MSCI (MSCI) | 0.13% | 3.69% | 4.75% | - |
 eBay (EBAY) | 0.13% | 0.48% | 26.34% | - |
 Henkel (HEN.DE) | 0.13% | 0.48% | 18.39% | - |
 TeamViewer (TMV.DE) | 0.12% | 0.66% | 17.77% | - |
 Webster (WBS) | 0.12% | 0.18% | 51.14% | - |
 Invesco QQQ (QQQ) | 0.12% | 2.01% | 7.64% | - |
 Ferrari (RACE) | 0.12% | 0.12% | 52.38% | - |
 Booking (BKNG) | 0.11% | 0% | 17.36% | 8/21/2024 |
 NYT (NYT) | 0.11% | 0% | 16.32% | 6/4/2024 |
 Hilton (HLT) | 0.1% | 0.09% | 56.92% | - |
 TSMC (TSM) | 0.1% | 0% | 5.68% | 11/7/2024 |
 Vonovia (VNA.DE) | 0.1% | 0.61% | 11.88% | - |
 Michelin (ML.PA) | 0.1% | 0% | 13.12% | 7/9/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.09% | 2% | 7.64% | - |
 Coca-Cola (KO) | 0.09% | 0.14% | 43.18% | - |
 Reddit Inc (RDDT) | 0.09% | 0% | 26.34% | 7/21/2025 |
 Union Pacific (UNP) | 0.09% | 0% | 15.5% | 6/24/2025 |
 Merck (MRK) | 0.08% | 0% | 40.91% | 6/23/2025 |
 Xiaomi (1810.HK) | 0.08% | 0% | 12.5% | 5/3/2024 |
 Mastercard (MA) | 0.08% | 0.13% | 46.9% | - |
 BASF (BAS.DE) | 0.08% | 0% | 12.91% | 7/21/2025 |
 Samsung (SMSN.L) | 0.08% | 0% | 9.81% | 7/21/2025 |
 Intel (INTC) | 0.08% | 0% | 57.33% | 8/7/2025 |
 Johnson & Johnson (JNJ) | 0.08% | 0.15% | 35.43% | - |
 Liberty Media (LLYVK) | 0.08% | 0.21% | 77.89% | - |
 Vanguard FTSE Europe ETF (VGK) | 0.08% | 2.73% | 3.2% | - |
 Nike (NKE) | 0.07% | 0.05% | 54.65% | - |
 Dassault Aviation (AM.PA) | 0.07% | 0.67% | 6.1% | - |
 TUI (TUI1.DE) | 0.07% | 0% | 38.64% | 7/7/2025 |
 First Solar (FSLR) | 0.07% | 0% | 11.26% | 4/9/2024 |
 GM (GM) | 0.06% | 0% | 45.56% | 7/21/2025 |
 Volvo (VOLV-A.ST) | 0.06% | 0.34% | 10.43% | - |
 EA (EA) | 0.06% | 0% | 24.48% | 11/19/2024 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.06% | 0% | 4.86% | 4/10/2024 |
 Carrefour (CA.PA) | 0.06% | 0% | 7.44% | 7/3/2025 |
 Linde (LIN) | 0.05% | 0% | 19.52% | 11/13/2024 |
 eToro Group LTD (ETOR) | 0.05% | 0% | 9.4% | 8/14/2025 |
 Fidelity National Financial (FNF) | 0.05% | 0% | 21.18% | 10/14/2024 |
 BlackStone (BX) | 0.05% | 0% | 21.18% | 10/14/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.05% | 0% | 27.17% | 2/25/2025 |
 Barclays (BARC.L) | 0.04% | 0.37% | 7.54% | - |
 Signify (LIGHT.NV) | 0.04% | 0% | 10.02% | 4/23/2024 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 5.17% | 3/21/2024 |
 Lennar (LEN) | 0.04% | 0.92% | 4.75% | - |
 Boeing (BA) | 0.04% | 0% | 39.88% | 6/26/2025 |
 Deutsche Telekom (DTE.DE) | 0.04% | 0.7% | 5.48% | - |
 Adobe (ADBE) | 0.04% | 0% | 19.32% | 11/11/2024 |
 BP (BP.L) | 0.04% | 0% | 4.96% | 4/12/2024 |
 Maersk (MAERSKB.CO) | 0.03% | 0.38% | 6.2% | - |
 Liberty Media (LSXMA) | 0.03% | 0% | 3.31% | 2/3/2023 |
 Ball (BALL) | 0.03% | 0% | 2.89% | 1/30/2023 |
 Vornado (VNO) | 0.03% | 0% | 7.95% | 3/4/2024 |
 AMD (AMD) | 0.03% | 0.06% | 42.67% | - |
 Boston Beer (SAM) | 0.03% | 0.05% | 35.95% | - |
 Verizon (VZ) | 0.03% | 0.59% | 4.75% | - |
 Iberdrola (IBE.MC) | 0.03% | 0% | 7.85% | 9/12/2024 |
 IMI (IMI.L) | 0.03% | 0.35% | 5.48% | - |
 iShares MSCI India ETF (INDA) | 0.03% | 0% | 2.89% | 5/21/2024 |
 AXA (CS.PA) | 0.02% | 0.66% | 3.2% | - |
 Ethereum (ETH) | 0.02% | 0% | 1.86% | 7/23/2025 |
 Zoom (ZM) | 0.02% | 0.37% | 5.48% | - |
 Vanguard Small-Cap Value ETF (VBR) | 0.02% | 0.7% | 2.58% | - |
 Ormat (ORA.US) | 0.02% | 0.61% | 2.89% | - |
 Spotify (SPOT) | 0.02% | 0% | 1.65% | 1/17/2023 |
 Lamar (LAMR) | 0.02% | 0.68% | 2.17% | - |
 UnitedHealth (UNH) | 0.01% | 0.67% | 2.17% | - |
 Nucor (NUE) | 0.01% | 0.64% | 2.17% | - |
 SIXT (SIX2.DE) | 0.01% | 0.28% | 4.34% | - |
 Glencore (GLEN.L) | 0.01% | 0.63% | 1.86% | - |
 Amadeus (AMS.MC) | 0.01% | 0% | 1.65% | 7/30/2025 |
 Salesforce (CRM) | 0.01% | 0% | 4.34% | 7/16/2024 |
 Bitcoin (BTC) | 0.01% | 0% | 2.27% | 5/21/2024 |
 AB InBev (ABI.BR) | 0.01% | 0% | 2.38% | 7/30/2025 |
 Tesla (TSLA) | 0% | 0% | 0.1% | 3/11/2025 |
 CRISPR Therapeutics (CRSP) | 0% | 0% | 0.1% | 7/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 9.58% | 10.36% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 8.12% | 8.45% |
| LVMH (MC.PA) | 6.59% | 6.71% |
| Dior (CDI.PA) | 6.74% | 5.85% |
| Microsoft (MSFT) | 5.56% | 5.46% |
| Rheinmetall (RHM.DE) | 4.07% | 5.12% |
| Northrop Grumman (NOC) | 4.12% | 4.04% |
| Berkshire Hathaway (BRK.B) | 2.37% | 2.63% |
| Apple (AAPL) | 1.83% | 2.09% |
| Ford (F) | 2.44% | 2.06% |
| iShares MSCI Emerging Markets ETF (EEM) | 1.94% | 1.81% |
| Pfizer (PFE) | 1.86% | 1.75% |
| Bank of America (BAC) | 1.66% | 1.73% |
| McDonald's (MCD) | 1.51% | 1.72% |
| Shell (SHEL.L) | 1.73% | 1.66% |
| Carl Zeiss Meditec (AFX.DE) | 1.63% | 1.64% |
| Mercedes-Benz (MBG.DE) | 1.9% | 1.62% |
| AT&T (T) | 1.46% | 1.6% |
| Airbus (AIR.PA) | 1.49% | 1.59% |
| ING (INGA.NV) | 1.61% | 1.58% |
| Lockheed Martin (LMT) | 1.58% | 1.48% |
| UniCredit (UCG.MI) | 1.53% | 1.44% |
| American Express (AXP) | 1.22% | 1.39% |
| Lufthansa (LHA.DE) | 1.74% | 1.37% |
| Marriott (MAR) | 1.1% | 1.31% |
| Vanguard Total Stock Market ETF (VTI) | 1.04% | 1.08% |
| ASML (ASML.NV) | 1.02% | 1.07% |
| Realty Income (O) | 1.16% | 1.07% |
| JPMorgan (JPM) | 0.86% | 1.03% |
| Generali (G.MI) | 1.01% | 0.99% |
| Aramco (SAOC) | 0.97% | 0.96% |
| Volkswagen (VOW3.DE) | 1.05% | 0.91% |
| Zurich Insurance (ZURN.ZU) | 0.86% | 0.85% |
| Eli Lilly (LLY) | 0.86% | 0.83% |
| Schwab US Dividend Equity ETF (SCHD) | 0.86% | 0.82% |
| Delta (DAL) | 0.74% | 0.81% |
| Norsk Hydro (NHY.OL) | 0.78% | 0.71% |
| ProShares UltraPro QQQ (TQQQ) | 0.68% | 0.68% |
| Rolls-Royce (RR.L) | 0.26% | 0.55% |
| NVIDIA (NVDA) | 0.3% | 0.47% |
| Alphabet (GOOG) | 0.35% | 0.45% |
| Rational (RAA.DE) | 0.43% | 0.43% |
| BioNTech SE (BNTX) | 0.6% | 0.31% |
| Deutsche Bank (DBK.DE) | 0.29% | 0.31% |
| Webster (WBS) | 0.26% | 0.3% |
| Liberty Media (LLYVK) | 0.26% | 0.28% |
| Adidas (ADS.DE) | 0.19% | 0.24% |
| Hapag-Lloyd (HLAG.DE) | 0.26% | 0.23% |
| PepsiCo (PEP) | 0.26% | 0.23% |
| Johnson & Johnson (JNJ) | 0.26% | 0.23% |
| IBM (IBM) | 0.13% | 0.22% |
| FedEx (FDX) | 0.15% | 0.19% |
| Raytheon (RTX) | 0.14% | 0.19% |
| Cisco (CSCO) | 0.14% | 0.19% |
| Rivian (RIVN) | 0.26% | 0.17% |
| iShares MSCI Germany ETF (EWG) | 0.17% | 0.17% |
| AbbVie (ABBV) | 0.17% | 0.17% |
| Coca-Cola (KO) | 0.17% | 0.17% |
| Amazon (AMZN) | 0.09% | 0.17% |
| Reddit Inc (RDDT) | 0.13% | 0.16% |
| Roche (ROG.ZU) | 0.17% | 0.15% |
| Mastercard (MA) | 0.13% | 0.15% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.13% | 0.13% |
| Ferrari (RACE) | 0.13% | 0.13% |
| L'Oréal (OR.PA) | 0.17% | 0.13% |
| Siemens (SIE.DE) | 0.1% | 0.13% |
| Merck (MRK) | 0.17% | 0.13% |
| TUI (TUI1.DE) | 0.09% | 0.1% |
| Hilton (HLT) | 0.09% | 0.1% |
| GM (GM) | 0.09% | 0.1% |
| Boston Beer (SAM) | 0.09% | 0.09% |
| CVS Health (CVS) | 0.22% | 0.09% |
| Boeing (BA) | 0.09% | 0.08% |
| Nike (NKE) | 0.09% | 0.07% |
| AMD (AMD) | 0.09% | 0.06% |
| Intel (INTC) | 0.09% | 0.04% |