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Portfolio Diversification
Range
Most Diversified
16 instruments
April 15, 2025
Least Diversified
0 instruments
October 11, 2024
Average
10.4 instruments
Most Consistent Holdings
Top 5
SWDA.L81.05%
ITA78.66%
PAVE73.09%
COST62.58%
AMZN56.69%
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 |
|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 12.15% | 9.43% | 81.05% | - |
| iShares US Aerospace & Defense ETF (ITA) | 8.57% | 9.15% | 78.66% | - |
| 8.29% | 0% | 8.6% | 1/1/2024 | |
 State Street SPDR S&P 500 ETF (SPY) | 5.13% | 0% | 44.27% | 9/9/2025 |
| Amazon (AMZN) | 4.89% | 12.4% | 56.69% | - |
| Global X U.S. Infrastructure Development ETF (PAVE) | 4.72% | 5.88% | 73.09% | - |
 Invesco DB Agriculture Fund (DBA) | 2.92% | 0% | 39.01% | 9/17/2025 |
 Bitcoin (BTC) | 2.39% | 0% | 2.39% | 11/8/2023 |
 Alphabet (GOOG) | 2.27% | 0% | 29.46% | 9/4/2025 |
 Rheinmetall (RHM.DE) | 2.15% | 0% | 43.31% | 4/20/2026 |
| Costco (COST) | 2.13% | 0% | 62.58% | 1/8/2026 |
 HSBC (HSBC) | 1.93% | 0% | 35.83% | 10/28/2025 |
 Alibaba (BABA) | 1.83% | 0% | 24.68% | 9/2/2025 |
 NVIDIA (NVDA) | 1.75% | 0% | 30.25% | 6/25/2025 |
 Heineken (HEIA.NV) | 1.75% | 0% | 26.59% | 10/13/2025 |
 KKR (KKR) | 1.75% | 0% | 40.29% | 12/5/2025 |
 Meta (META) | 1.66% | 5.36% | 24.2% | - |
 BlackRock (BLK) | 1.58% | 4.83% | 24.2% | - |
 InPost SA (INPST.NV) | 1.43% | 0% | 23.09% | 2/11/2026 |
 Netflix (NFLX) | 1.29% | 0% | 19.75% | 4/13/2026 |
 Lockheed Martin (LMT) | 1.03% | 0% | 17.83% | 10/10/2025 |
 Oracle (ORCL) | 0.99% | 3.59% | 22.29% | - |
 B. Riley (RILY) | 0.99% | 8% | 10.99% | - |
 FDJ (FDJU.PA) | 0.98% | 0% | 14.97% | 3/9/2026 |
 UnitedHealth (UNH) | 0.95% | 0% | 14.01% | 9/9/2025 |
 Dell (DELL) | 0.89% | 0% | 15.13% | 6/16/2025 |
 Societe Generale (GLE.PA) | 0.87% | 0% | 12.1% | 11/26/2025 |
 Prothena (PRTA) | 0.85% | 3.35% | 21.66% | - |
 Olema (OLMA) | 0.83% | 0% | 11.15% | 11/18/2025 |
 AXA (CS.PA) | 0.74% | 0% | 12.26% | 4/29/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.69% | 5.11% | 11.94% | - |
 Broadcom (AVGO) | 0.64% | 0% | 18.63% | 5/8/2025 |
 Amgen (AMGN) | 0.59% | 0% | 8.12% | 3/7/2025 |
 Palantir (PLTR) | 0.56% | 0% | 9.08% | 4/25/2025 |
 Barclays (BARC.L) | 0.53% | 6.78% | 10.99% | - |
 PayPal (PYPL) | 0.5% | 0% | 9.39% | 4/11/2025 |
 MercadoLibre (MELI) | 0.48% | 3.83% | 10.83% | - |
 HENSOLDT (HAG.DE) | 0.41% | 0% | 10.99% | 2/17/2025 |
 Coca-Cola (KO) | 0.39% | 0% | 10.19% | 2/12/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.35% | 0% | 5.73% | 11/19/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.34% | 0% | 7.8% | 10/28/2025 |
 Siemens (SIE.DE) | 0.18% | 0% | 3.82% | 5/8/2025 |
 Micron (MU) | 0.05% | 5.42% | 0.96% | - |
 Invesco QQQ (QQQ) | 0.04% | 5.48% | 0.8% | - |
 Ipsos (IPS.PA) | 0.02% | 5.18% | 0.32% | - |
 Infosys (INFY) | 0.02% | 5.04% | 0.32% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 14.86% | 15.56% |
| iShares US Aerospace & Defense ETF (ITA) | 11.14% | 12.87% |
| Amazon (AMZN) | 11.04% | 11.58% |
| Meta (META) | 7.27% | 7.7% |
| Global X U.S. Infrastructure Development ETF (PAVE) | 7.09% | 7.43% |
| Netflix (NFLX) | 8.07% | 7.4% |
| BlackRock (BLK) | 7.27% | 7.26% |
| FDJ (FDJU.PA) | 7.27% | 6.99% |
| Oracle (ORCL) | 6.06% | 5.58% |
| InPost SA (INPST.NV) | 6.29% | 5.58% |
| Prothena (PRTA) | 5.45% | 4.38% |
| Rheinmetall (RHM.DE) | 5.1% | 4.36% |
| Costco (COST) | 3.06% | 2.52% |
Cash & Instruments Over Time
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