Portfolio Diversification
Range
Most Diversified
16 instruments
April 15, 2025
Least Diversified
0 instruments
October 11, 2024
Average
8.3 instruments
Most Consistent Holdings
Top 5
SWDA.L67.32%
SPY64.79%
COST63.38%
ITA63.1%
NVDA53.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 25, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 HighSeller | 14.66% | 0% | 15.21% | 1/1/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10.15% | 11.46% | 67.32% | - |
| SPDR S&P 500 ETF (SPY) | 8.45% | 4.58% | 64.79% | - |
| iShares US Aerospace & Defense ETF (ITA) | 5.1% | 8.36% | 63.1% | - |
 Bitcoin (BTC) | 4.23% | 0% | 4.23% | 11/8/2023 |
 Invesco DB Agriculture Fund (DBA) | 4.06% | 6.83% | 53.24% | - |
| NVIDIA (NVDA) | 3.1% | 0% | 53.52% | 6/25/2025 |
 Alphabet (GOOG) | 3.01% | 7.95% | 40% | - |
 Global X U.S. Infrastructure Development ETF (PAVE) | 3.01% | 5.84% | 53.24% | - |
 Alibaba (BABA) | 2.38% | 7.36% | 32.11% | - |
| Costco (COST) | 2.36% | 3.28% | 63.38% | - |
 HSBC (HSBC) | 1.92% | 5.49% | 36.06% | - |
 Heineken (HEIA.NV) | 1.73% | 7.03% | 23.94% | - |
 Amazon (AMZN) | 1.58% | 6.82% | 24.23% | - |
 Dell (DELL) | 1.58% | 0% | 26.76% | 6/16/2025 |
 KKR (KKR) | 1.48% | 4.95% | 33.52% | - |
 AXA (CS.PA) | 1.31% | 0% | 21.69% | 4/29/2025 |
 Broadcom (AVGO) | 1.14% | 0% | 32.96% | 5/8/2025 |
 Amgen (AMGN) | 1.04% | 0% | 14.37% | 3/7/2025 |
 Palantir (PLTR) | 0.99% | 0% | 16.06% | 4/25/2025 |
 PayPal (PYPL) | 0.89% | 0% | 16.62% | 4/11/2025 |
 Rheinmetall (RHM.DE) | 0.83% | 0% | 13.24% | 2/13/2025 |
 UnitedHealth (UNH) | 0.8% | 6.6% | 11.27% | - |
 HENSOLDT (HAG.DE) | 0.72% | 0% | 19.44% | 2/17/2025 |
 Coca-Cola (KO) | 0.69% | 0% | 18.03% | 2/12/2025 |
 Lockheed Martin (LMT) | 0.56% | 5.29% | 9.3% | - |
 Siemens (SIE.DE) | 0.32% | 0% | 6.76% | 5/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 25.17% | 25.51% |
| SPDR S&P 500 ETF (SPY) | 23.9% | 23.62% |
| iShares US Aerospace & Defense ETF (ITA) | 9.57% | 9.35% |
| Rheinmetall (RHM.DE) | 5.72% | 5.8% |
| Coca-Cola (KO) | 3.83% | 3.91% |
| NVIDIA (NVDA) | 3.65% | 3.84% |
| Costco (COST) | 3.83% | 3.62% |
| HENSOLDT (HAG.DE) | 3.82% | 3.56% |