Portfolio Diversification
Range
Most Diversified
16 instruments
April 15, 2025
Least Diversified
0 instruments
October 11, 2024
Average
7.5 instruments
Most Consistent Holdings
Top 5
SWDA.L62.46%
SPY59.55%
COST57.93%
ITA57.61%
NVDA55.66%
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 | 16.84% | 0% | 17.48% | 1/1/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 9.97% | 11.16% | 62.46% | - |
| SPDR S&P 500 ETF (SPY) | 9.03% | 4.45% | 59.55% | - |
 Bitcoin (BTC) | 4.85% | 0% | 4.85% | 11/8/2023 |
| iShares US Aerospace & Defense ETF (ITA) | 4.63% | 0% | 57.61% | 6/6/2025 |
 Invesco DB Agriculture Fund (DBA) | 3.62% | 7.37% | 46.28% | - |
| NVIDIA (NVDA) | 3.15% | 6.81% | 55.66% | - |
 Global X U.S. Infrastructure Development ETF (PAVE) | 2.6% | 5.58% | 46.28% | - |
 Alphabet (GOOG) | 2.33% | 7.38% | 31.07% | - |
| Costco (COST) | 2.19% | 3.61% | 57.93% | - |
 Alibaba (BABA) | 1.68% | 0% | 22.01% | 6/6/2025 |
 Dell (DELL) | 1.63% | 6.37% | 27.83% | - |
 AXA (CS.PA) | 1.51% | 0% | 24.92% | 4/29/2025 |
 HSBC (HSBC) | 1.42% | 5.24% | 26.54% | - |
 Broadcom (AVGO) | 1.31% | 0% | 37.86% | 5/8/2025 |
 Amgen (AMGN) | 1.19% | 0% | 16.5% | 3/7/2025 |
 Palantir (PLTR) | 1.14% | 0% | 18.45% | 4/25/2025 |
 PayPal (PYPL) | 1.02% | 0% | 19.09% | 4/11/2025 |
 KKR (KKR) | 1.02% | 4.3% | 23.62% | - |
 Rheinmetall (RHM.DE) | 0.96% | 0% | 15.21% | 2/13/2025 |
 Heineken (HEIA.NV) | 0.94% | 7.28% | 12.62% | - |
 HENSOLDT (HAG.DE) | 0.82% | 0% | 22.33% | 2/17/2025 |
 Amazon (AMZN) | 0.82% | 6.53% | 12.94% | - |
 Coca-Cola (KO) | 0.79% | 0% | 20.71% | 2/12/2025 |
 Siemens (SIE.DE) | 0.36% | 0% | 7.77% | 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% |