Portfolio Diversification
Range
Most Diversified
36 instruments
April 4, 2025
Least Diversified
0 instruments
December 29, 2024
Average
21.3 instruments
Most Consistent Holdings
Top 5
SLV98.21%
ASML96.43%
NOVO-B.CO95.54%
ETH95.54%
NESN.ZU94.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 29, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares MSCI ACWI Index Fund (ACWI) | 6.01% | 1.89% | 85.71% | - |
 Procter & Gamble (PG) | 4.76% | 1.97% | 78.57% | - |
 Wise (WISE.L) | 4.67% | 10.97% | 57.14% | - |
 iShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE) | 4.4% | 0.49% | 84.82% | - |
 Nike (NKE) | 4.18% | 1.09% | 78.57% | - |
| Nestle (NESN.ZU) | 3.82% | 0.45% | 94.64% | - |
 Tencent (0700.HK) | 3.62% | 3.01% | 65.18% | - |
 NVIDIA (NVDA) | 3.38% | 1.38% | 71.43% | - |
 Haidilao (06862.HK) | 3.36% | 2.01% | 65.18% | - |
 Apple (AAPL) | 3.17% | 1.65% | 73.21% | - |
 Alphabet (GOOG) | 3.07% | 2.04% | 66.07% | - |
| Ethereum (ETH) | 2.91% | 0.27% | 95.54% | - |
| ASML (ASML) | 2.82% | 0.6% | 96.43% | - |
 Microsoft (MSFT) | 2.78% | 4.24% | 70.54% | - |
 Eli Lilly (LLY) | 2.41% | 16.39% | 20.54% | - |
 Cameco (CCJ) | 2.26% | 1.01% | 71.43% | - |
| iShares Silver Trust (SLV) | 2.2% | 0.38% | 98.21% | - |
 Sunny Optical (02382.HK) | 1.93% | 2.49% | 47.32% | - |
 Bitcoin (BTC) | 1.82% | 0.61% | 71.43% | - |
 Occidental (OXY) | 1.78% | 0.85% | 65.18% | - |
 Lam Research (LRCX) | 1.76% | 0.9% | 60.71% | - |
 PAR Technology (PAR) | 1.63% | 0.8% | 66.07% | - |
 Volkswagen (VOW3.DE) | 1.41% | 0% | 25.89% | 1/28/2025 |
 LVMH (MC.PA) | 1.32% | 0% | 25% | 1/28/2025 |
 Watches of Switzerland (WOSG.L) | 1.27% | 1.05% | 57.14% | - |
 PDD Holdings (PDD) | 1.26% | 0% | 69.64% | 4/4/2025 |
 Baidu (BIDU) | 1.24% | 2.34% | 26.79% | - |
| Novo Nordisk (NOVO-B.CO) | 1.22% | 1.43% | 95.54% | - |
 Crocs (CROX) | 0.83% | 3.09% | 22.32% | - |
 Visa (V) | 0.61% | 2.54% | 22.32% | - |
 AMD (AMD) | 0.6% | 1.83% | 35.71% | - |
 UPS (UPS) | 0.6% | 0% | 8.04% | 1/30/2025 |
 Bayer (BAYN.DE) | 0.55% | 0% | 9.82% | 1/27/2025 |
 PepsiCo (PEP) | 0.54% | 1.67% | 22.32% | - |
 Schneider Electric (SU.PA) | 0.54% | 1.76% | 21.43% | - |
 Paramount (PGRE) | 0.47% | 1.03% | 28.57% | - |
 Merck (MRK) | 0.46% | 1.51% | 20.54% | - |
 Hims & Hers (HIMS) | 0.42% | 3.31% | 14.29% | - |
 CVS Health (CVS) | 0.36% | 1.36% | 19.64% | - |
 Meta (META) | 0.17% | 0.93% | 14.29% | - |
 Porsche (P911.DE) | 0.16% | 0% | 2.68% | 1/2/2025 |
 Rheinmetall (RHM.DE) | 0.03% | 0.85% | 3.57% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| LVMH (MC.PA) | 12.19% | 12.43% |
| Volkswagen (VOW3.DE) | 12.19% | 12.33% |
| ASML (ASML) | 12.19% | 12.1% |
| iShares Silver Trust (SLV) | 12.18% | 12.04% |
| Porsche (P911.DE) | 6.09% | 6.09% |