Portfolio Diversification
Range
Most Diversified
18 instruments
June 26, 2024
Least Diversified
14 instruments
April 2, 2025
Average
16.7 instruments
Most Consistent Holdings
Top 5
MSFT100%
BABA100%
SAP.DE100%
ALV.DE100%
VOW3.DE100%
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 |
|---|---|---|---|---|
| SAP (SAP.DE) | 23.15% | 25.34% | 100% | - |
| Alibaba (BABA) | 12.53% | 13.65% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 7.95% | 10.18% | 100% | - |
| Allianz (ALV.DE) | 7.67% | 8.15% | 100% | - |
 Xiaomi (1810.HK) | 7.12% | 0% | 99.63% | 4/1/2025 |
| Microsoft (MSFT) | 7.05% | 5.3% | 100% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 5.29% | 4.11% | 100% | - |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 4.83% | 12.23% | 34.64% | - |
 BASF (BAS.DE) | 4.56% | 0% | 96.31% | 3/5/2025 |
 Adidas (ADS.DE) | 4.17% | 0% | 68.06% | 7/17/2024 |
 Fresenius (FRE.DE) | 4.05% | 4.01% | 100% | - |
 Vanguard Small-Cap ETF (VB) | 3.4% | 0% | 68.8% | 7/23/2024 |
| Volkswagen (VOW3.DE) | 2.43% | 1.47% | 100% | - |
 Plug Power (PLUG) | 1% | 0.15% | 100% | - |
 Niu (NIU) | 0.92% | 0.93% | 100% | - |
 Ams (AMS.ZU) | 0.86% | -0.15% | 83.66% | 4/1/2025 |
 Gevo (GEVO) | 0.7% | 0.42% | 100% | - |
 Ballard Power (BLDP) | 0.5% | 0.12% | 100% | - |
 Apple (AAPL) | 0.01% | 5.05% | 0.12% | - |
 Amazon (AMZN) | 0.01% | 4.97% | 0.12% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SAP (SAP.DE) | 11.72% | 26.98% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 11.24% | 14.89% |
| Xiaomi (1810.HK) | 7% | 11.37% |
| Alibaba (BABA) | 19.99% | 9.93% |
| Vanguard S&P 500 ETF (VOO) | 4.18% | 7.72% |
| Allianz (ALV.DE) | 4% | 7.35% |
| Microsoft (MSFT) | 3.64% | 6.66% |
| iShares MSCI Emerging Markets ETF (EEM) | 4.36% | 4.45% |
| Fresenius (FRE.DE) | 3.54% | 3.82% |
| BASF (BAS.DE) | 3.45% | 3.55% |
| Volkswagen (VOW3.DE) | 2.73% | 1.72% |
| Gevo (GEVO) | 3.73% | 0.93% |
| Niu (NIU) | 8.27% | 0.48% |
| Plug Power (PLUG) | 5.54% | 0.29% |
| Ballard Power (BLDP) | 2.54% | 0.2% |
| Ams (AMS.ZU) | 3.95% | 0.09% |