Portfolio Diversification
Range
Most Diversified
16 instruments
April 15, 2025
Least Diversified
0 instruments
October 11, 2024
Average
9.6 instruments
Most Consistent Holdings
Top 5
SWDA.L75.42%
COST72.48%
ITA72.27%
PAVE64.92%
SPY58.4%
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) | 11.35% | 10.83% | 75.42% | - |
 HighSeller | 10.93% | 0% | 11.34% | 1/1/2024 |
| iShares US Aerospace & Defense ETF (ITA) | 7.07% | 10.38% | 72.27% | - |
| SPDR S&P 500 ETF (SPY) | 6.77% | 0% | 58.4% | 9/9/2025 |
| Global X U.S. Infrastructure Development ETF (PAVE) | 3.86% | 9.54% | 64.92% | - |
 Invesco DB Agriculture Fund (DBA) | 3.85% | 0% | 51.47% | 9/17/2025 |
 Bitcoin (BTC) | 3.15% | 0% | 3.15% | 11/8/2023 |
 Alphabet (GOOG) | 2.99% | 0% | 38.87% | 9/4/2025 |
 Amazon (AMZN) | 2.82% | 5.61% | 43.28% | - |
| Costco (COST) | 2.55% | 2.68% | 72.48% | - |
 HSBC (HSBC) | 2.54% | 0% | 47.27% | 10/28/2025 |
 Alibaba (BABA) | 2.41% | 0% | 32.56% | 9/2/2025 |
 NVIDIA (NVDA) | 2.31% | 0% | 39.92% | 6/25/2025 |
 Heineken (HEIA.NV) | 2.31% | 0% | 35.08% | 10/13/2025 |
 KKR (KKR) | 2.2% | 3.38% | 50.21% | - |
 Rheinmetall (RHM.DE) | 1.54% | 4.76% | 26.05% | - |
 Lockheed Martin (LMT) | 1.36% | 0% | 23.53% | 10/10/2025 |
 UnitedHealth (UNH) | 1.26% | 0% | 18.49% | 9/9/2025 |
 Dell (DELL) | 1.18% | 0% | 19.96% | 6/16/2025 |
 Olema (OLMA) | 1.09% | 0% | 14.71% | 11/18/2025 |
 Societe Generale (GLE.PA) | 1.07% | 6.87% | 14.92% | - |
 AXA (CS.PA) | 0.98% | 0% | 16.18% | 4/29/2025 |
 Broadcom (AVGO) | 0.85% | 0% | 24.58% | 5/8/2025 |
 InPost SA (INPST.NV) | 0.83% | 5.42% | 13.24% | - |
 Amgen (AMGN) | 0.78% | 0% | 10.71% | 3/7/2025 |
 Palantir (PLTR) | 0.74% | 0% | 11.97% | 4/25/2025 |
 PayPal (PYPL) | 0.66% | 0% | 12.39% | 4/11/2025 |
 HENSOLDT (HAG.DE) | 0.54% | 0% | 14.5% | 2/17/2025 |
 Coca-Cola (KO) | 0.52% | 0% | 13.45% | 2/12/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.47% | 5.45% | 7.98% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.46% | 0% | 7.56% | 11/19/2025 |
 Global X MSCI Argentina ETF (ARGT) | 0.44% | 0% | 10.29% | 10/28/2025 |
 Siemens (SIE.DE) | 0.24% | 0% | 5.04% | 5/8/2025 |
 Meta (META) | 0.03% | 7.05% | 0.42% | - |
 BlackRock (BLK) | 0.03% | 6.91% | 0.42% | - |
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% |