Portfolio Diversification
Range
Most Diversified
81 instruments
January 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
55.9 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
MSFT99.87%
AMZN99.87%
CSCO99.87%
JPM99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 10.52% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 4.73% | 0% | 99.87% | 2/1/2025 |
 Lufthansa (LHA.DE) | 4.44% | 0% | 99.87% | 2/1/2025 |
 Carnival (CCL) | 4.19% | 0% | 90.04% | 11/19/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 3.6% | 0% | 83.27% | 2/1/2025 |
 Rolls-Royce (RR.L) | 3.34% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.08% | 0% | 99.87% | 2/1/2025 |
 TUI AG (TUI.L) | 2.8% | 0% | 69.99% | 6/20/2024 |
 Ford (F) | 2.72% | 0% | 99.87% | 2/1/2025 |
 Dior (CDI.PA) | 2.68% | 0% | 53.65% | 2/1/2025 |
 ASML (ASML.NV) | 2.53% | 0% | 99.87% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 2.45% | 0% | 99.87% | 2/1/2025 |
 SAP (SAP.DE) | 2.12% | 0% | 75.7% | 8/2/2024 |
 Rheinmetall (RHM.DE) | 2.1% | 0% | 95.88% | 2/1/2025 |
 Apple (AAPL) | 2.03% | 0% | 94.02% | 2/1/2025 |
| JPMorgan (JPM) | 1.96% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 1.64% | 0% | 26.03% | 7/19/2023 |
 McDonald's (MCD) | 1.58% | 0% | 99.87% | 2/1/2025 |
| Cisco (CSCO) | 1.54% | 0% | 99.87% | 2/1/2025 |
 American Express (AXP) | 1.48% | 0% | 96.15% | 2/1/2025 |
 Roche (ROG.ZU) | 1.33% | 0% | 99.87% | 2/1/2025 |
 BioNTech SE (BNTX) | 1.27% | 0% | 99.87% | 2/1/2025 |
 Airbus (AIR.PA) | 1.24% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 1.18% | 0% | 71.31% | 2/1/2025 |
 Corsair (CRSR) | 1.13% | 0% | 26.03% | 7/19/2023 |
 Volkswagen (VOW3.DE) | 1.09% | 0% | 83.13% | 2/1/2025 |
| Alphabet (GOOG) | 1.06% | 0% | 99.87% | 2/1/2025 |
 Zurich Insurance (ZURN.ZU) | 0.96% | 0% | 95.22% | 2/1/2025 |
 FedEx (FDX) | 0.94% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 0.91% | 0% | 99.87% | 2/1/2025 |
 Garmin (GRMN) | 0.9% | 0% | 66% | 5/20/2024 |
 Bank of America (BAC) | 0.88% | 0% | 78.75% | 2/1/2025 |
 Alibaba (BABA) | 0.73% | 0% | 26.03% | 7/19/2023 |
 Marriott (MAR) | 0.72% | 0% | 55.64% | 2/1/2025 |
 LVMH (MC.PA) | 0.71% | 0% | 20.98% | 2/1/2025 |
 Raytheon (RTX) | 0.69% | 0% | 99.87% | 2/1/2025 |
 Delta (DAL) | 0.69% | 0% | 99.87% | 2/1/2025 |
 Siemens (SIE.DE) | 0.67% | 0% | 93.23% | 2/1/2025 |
 CVS Health (CVS) | 0.65% | 0% | 99.87% | 2/1/2025 |
 ING (INGA.NV) | 0.62% | 0% | 37.45% | 2/1/2025 |
 Rivian (RIVN) | 0.6% | 0% | 99.87% | 2/1/2025 |
 Hapag-Lloyd (HLAG.DE) | 0.6% | 0% | 79.42% | 2/1/2025 |
 Sanofi (SAN.PA) | 0.56% | 0% | 62.68% | 4/25/2024 |
 Home Depot (HD) | 0.55% | 0% | 52.32% | 2/6/2024 |
 Crowdstrike (CRWD) | 0.54% | 0% | 61.89% | 11/13/2024 |
 Lockheed Martin (LMT) | 0.53% | 0% | 43.96% | 2/1/2025 |
 Fresenius (FRE.DE) | 0.52% | 0% | 58.03% | 3/21/2024 |
 IBM (IBM) | 0.51% | 0% | 79.55% | 2/1/2025 |
 AT&T (T) | 0.48% | 0% | 39.31% | 2/1/2025 |
 Charles River Labs (CRL) | 0.48% | 0% | 56.84% | 3/12/2024 |
 Adidas (ADS.DE) | 0.45% | 0% | 64.67% | 2/1/2025 |
 Disney (DIS) | 0.45% | 0% | 51.39% | 1/30/2024 |
 Pfizer (PFE) | 0.44% | 0% | 29.22% | 2/1/2025 |
 Liberty Formula One (FWONK) | 0.38% | 0% | 41.04% | 6/3/2024 |
 Rational (RAA.DE) | 0.31% | 0% | 47.28% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.31% | 0% | 22.71% | 1/29/2025 |
 Northrop Grumman (NOC) | 0.3% | 0% | 7.57% | 2/1/2025 |
 Vanguard Total Stock Market ETF (VTI) | 0.28% | 0% | 24.17% | 2/1/2025 |
 PepsiCo (PEP) | 0.24% | 0% | 41.7% | 2/1/2025 |
 Coursera (COUR) | 0.24% | 0% | 26.03% | 7/19/2023 |
 Charles Schwab (SCHW) | 0.24% | 0% | 16.73% | 7/19/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.21% | 0% | 11.69% | 2/1/2025 |
 Energy Transfer (ET) | 0.2% | 0% | 36.92% | 3/22/2024 |
 UniCredit (UCG.MI) | 0.2% | 0% | 12.62% | 2/1/2025 |
 Scout24 (G24.DE) | 0.2% | 0% | 20.05% | 5/27/2024 |
 Bayer (BAYN.DE) | 0.19% | 0% | 17.66% | 7/3/2024 |
 L'Oréal (OR.PA) | 0.16% | 0% | 42.9% | 2/1/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.15% | 0% | 14.61% | 2/1/2025 |
 Booking (BKNG) | 0.14% | 0% | 22.31% | 8/21/2024 |
 Shell (SHEL.L) | 0.14% | 0% | 9.03% | 2/1/2025 |
 TeamViewer (TMV.DE) | 0.14% | 0% | 20.45% | 4/12/2024 |
 BYD (01211.HK) | 0.14% | 0% | 13.81% | 5/22/2024 |
 NYT (NYT) | 0.14% | 0% | 20.98% | 6/4/2024 |
 Realty Income (O) | 0.14% | 0% | 14.61% | 2/1/2025 |
 AbbVie (ABBV) | 0.13% | 0% | 36.12% | 2/1/2025 |
 TSMC (TSM) | 0.13% | 0% | 7.3% | 11/7/2024 |
 Deutsche Bank (DBK.DE) | 0.11% | 0% | 28.29% | 2/1/2025 |
 Ferrari (RACE) | 0.11% | 0% | 38.91% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.1% | 0% | 16.07% | 5/3/2024 |
 Hilton (HLT) | 0.1% | 0% | 44.75% | 2/1/2025 |
 Webster (WBS) | 0.1% | 0% | 37.18% | 2/1/2025 |
 Carl Zeiss Meditec (AFX.DE) | 0.1% | 0% | 5.71% | 2/1/2025 |
 iShares MSCI Germany ETF (EWG) | 0.1% | 0% | 33.73% | 2/1/2025 |
 Intel (INTC) | 0.09% | 0% | 49% | 2/1/2025 |
 Aramco (SAOC) | 0.09% | 0% | 9.16% | 2/1/2025 |
 Merck (MRK) | 0.09% | 0% | 33.86% | 2/1/2025 |
 First Solar (FSLR) | 0.09% | 0% | 14.48% | 4/9/2024 |
 eBay (EBAY) | 0.08% | 0% | 13.41% | 7/29/2024 |
 Nike (NKE) | 0.08% | 0% | 41.7% | 2/1/2025 |
 Norsk Hydro (NHY.OL) | 0.08% | 0% | 12.62% | 2/1/2025 |
 EA (EA) | 0.08% | 0% | 31.47% | 11/19/2024 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.07% | 0% | 6.24% | 4/10/2024 |
 Generali (G.MI) | 0.07% | 0% | 7.04% | 2/1/2025 |
 Linde (LIN) | 0.07% | 0% | 25.1% | 11/13/2024 |
 Fidelity National Financial (FNF) | 0.07% | 0% | 27.22% | 10/14/2024 |
 Coca-Cola (KO) | 0.07% | 0% | 26.96% | 2/1/2025 |
 BlackStone (BX) | 0.07% | 0% | 27.22% | 10/14/2024 |
 Mastercard (MA) | 0.06% | 0% | 31.74% | 2/1/2025 |
 GM (GM) | 0.06% | 0% | 36.12% | 2/1/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.06% | 0% | 32.01% | 2/1/2025 |
 Eli Lilly (LLY) | 0.06% | 0% | 6.77% | 2/1/2025 |
 Signify (LIGHT.NV) | 0.06% | 0% | 12.88% | 4/23/2024 |
 Warner Bros Discovery (WBD) | 0.06% | 0% | 6.64% | 3/21/2024 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 17% | 2/1/2025 |
 Adobe (ADBE) | 0.05% | 0% | 24.83% | 11/11/2024 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 3.98% | 9/26/2024 |
 BP (BP.L) | 0.05% | 0% | 6.37% | 4/12/2024 |
 Liberty Media (LSXMA) | 0.04% | 0% | 4.25% | 2/3/2023 |
 Ball (BALL) | 0.04% | 0% | 3.72% | 1/30/2023 |
 Vornado (VNO) | 0.04% | 0% | 10.23% | 3/4/2024 |
 MSCI (MSCI) | 0.04% | 0% | 2.79% | 10/3/2024 |
 Liberty Media (LLYVK) | 0.04% | 0% | 71.71% | 2/1/2025 |
 Boeing (BA) | 0.04% | 0% | 32.14% | 2/1/2025 |
 Iberdrola (IBE.MC) | 0.03% | 0% | 10.09% | 9/12/2024 |
 TUI (TUI1.DE) | 0.03% | 0% | 29.08% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.03% | 0% | 11.42% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.03% | 0% | 3.72% | 5/21/2024 |
 AMD (AMD) | 0.03% | 0% | 26.43% | 2/1/2025 |
 Spotify (SPOT) | 0.02% | 0% | 2.12% | 1/17/2023 |
 Boston Beer (SAM) | 0.02% | 0% | 17.8% | 2/1/2025 |
 Salesforce (CRM) | 0.01% | 0% | 5.58% | 7/16/2024 |
 Porsche (PAH3.DE) | 0.01% | 0% | 1.59% | 2/1/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 2.92% | 5/21/2024 |
 Philip Morris (PM) | 0.01% | 0% | 1.46% | 2/1/2025 |
 Duke Energy (DUK) | 0.01% | 0% | 1.33% | 2/1/2025 |
 Ethereum (ETH) | 0.01% | 0% | 1.2% | 1/20/2025 |
 Union Pacific (UNP) | 0.01% | 0% | 1.06% | 2/1/2025 |
 Renault (RNO.PA) | 0.01% | 0% | 0.66% | 2/1/2025 |
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% |