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Portfolio Diversification
Range
Most Diversified
13 instruments
July 9, 2024
Least Diversified
0 instruments
April 4, 2026
Average
4.9 instruments
Most Consistent Holdings
Top 5
SWDA.L37.34%
PPFB.DE35.39%
SXR8.DE35.39%
SNREY30.14%
SPY24.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 DividendGrowth | 15.06% | 0% | 40.05% | 4/26/2024 |
 Diabetes-Med | 14.94% | 0% | 39.71% | 4/26/2024 |
| iShares Physical Gold ETC (PPFB.DE) | 11.37% | 25.97% | 35.39% | - |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 10.06% | 26.43% | 35.39% | - |
 RenewableEnergy | 8.08% | 0% | 31.58% | 1/16/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 8.03% | 0% | 37.34% | 12/23/2025 |
 ValueGurus | 5.47% | 0% | 24.39% | 2/10/2025 |
 iShares EUR Govt Bond 15-30yr UCITS ETF (IBCL.DE) | 2.99% | 0% | 10.58% | 2/10/2025 |
| State Street SPDR S&P 500 ETF (SPY) | 2.15% | 0% | 24.13% | 2/10/2025 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.74% | 0% | 12.36% | 12/23/2025 |
 iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 1.42% | 15.35% | 8.72% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 1.36% | 14.83% | 8.72% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.15% | 0% | 23.54% | 2/10/2025 |
 Invesco QQQ (QQQ) | 1.13% | 0% | 23.54% | 2/10/2025 |
 Italian-Heritage | 1% | 0% | 3.81% | 6/11/2024 |
 SPDR Gold (GLD) | 0.91% | 0% | 16.93% | 2/10/2025 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.78% | 0% | 10.58% | 2/10/2025 |
 NVIDIA (NVDA) | 0.74% | 0% | 6.69% | 8/1/2024 |
| 0.66% | 0% | 22.44% | 11/3/2025 | |
 Leonardo (LDO.MI) | 0.59% | 0% | 9.57% | 8/2/2024 |
 BYD (01211.HK) | 0.45% | 0% | 4.4% | 8/5/2024 |
 Novo-Nordisk (NVO) | 0.42% | 0% | 5.08% | 8/2/2024 |
 Rize Global Sustainable Infrastructure UCITS ETF (NFRA.L) | 0.38% | 8.32% | 4.49% | - |
 Global X Uranium ETF (URA) | 0.37% | 0% | 7.62% | 7/29/2024 |
 Amazon (AMZN) | 0.37% | 0% | 4.49% | 8/2/2024 |
 China Tower (788.HK) | 0.37% | 0% | 4.57% | 8/5/2024 |
| Sunrise Communications AG (SNREY) | 0.18% | 0% | 30.14% | 11/6/2025 |
 Apple (AAPL) | 0.08% | 0% | 1.86% | 8/2/2024 |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 0.05% | 3.79% | 1.44% | - |
 Abrdn Platinum ETF Trust (PPLT) | 0.04% | 0% | 1.19% | 7/22/2024 |
 STMicroelectronics (STMMI.MI) | 0.04% | 0% | 0.42% | 5/30/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Physical Gold ETC (PPFB.DE) | 31.27% | 34.62% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 31.28% | 29.16% |
| iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 17.15% | 15.69% |
| iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 17.15% | 15.6% |
Cash & Instruments Over Time
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