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Portfolio Diversification
Range
Most Diversified
13 instruments
July 9, 2024
Least Diversified
2 instruments
January 2, 2023
Average
4.9 instruments
Most Consistent Holdings
Top 5
SWDA.L37.47%
PPFB.DE35.26%
SXR8.DE35.26%
SNREY30.25%
SPY24.21%
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 | 15.11% | 0% | 40.19% | 4/26/2024 |
 Diabetes-Med | 15% | 0% | 39.85% | 4/26/2024 |
| iShares Physical Gold ETC (PPFB.DE) | 11.34% | 26.13% | 35.26% | - |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 10.03% | 26.05% | 35.26% | - |
 RenewableEnergy | 8.11% | 0% | 31.69% | 1/16/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 8.06% | 0% | 37.47% | 12/23/2025 |
 ValueGurus | 5.49% | 0% | 24.47% | 2/10/2025 |
 iShares EUR Govt Bond 15-30yr UCITS ETF (IBCL.DE) | 3% | 0% | 10.62% | 2/10/2025 |
| State Street SPDR S&P 500 ETF (SPY) | 2.16% | 0% | 24.21% | 2/10/2025 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.75% | 0% | 12.4% | 12/23/2025 |
 iShares MSCI EM UCITS ETF USD Acc (IEMA.L) | 1.38% | 15.47% | 8.5% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 1.32% | 14.74% | 8.5% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 1.15% | 0% | 23.62% | 2/10/2025 |
 Invesco QQQ (QQQ) | 1.14% | 0% | 23.62% | 2/10/2025 |
 Italian-Heritage | 1.01% | 0% | 3.82% | 6/11/2024 |
 SPDR Gold (GLD) | 0.92% | 0% | 16.99% | 2/10/2025 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.78% | 0% | 10.62% | 2/10/2025 |
 NVIDIA (NVDA) | 0.74% | 0% | 6.71% | 8/1/2024 |
| 0.67% | 0% | 22.51% | 11/3/2025 | |
 Leonardo (LDO.MI) | 0.6% | 0% | 9.6% | 8/2/2024 |
 BYD (01211.HK) | 0.45% | 0% | 4.42% | 8/5/2024 |
 Novo-Nordisk (NVO) | 0.42% | 0% | 5.1% | 8/2/2024 |
 Global X Uranium ETF (URA) | 0.37% | 0% | 7.65% | 7/29/2024 |
 Amazon (AMZN) | 0.37% | 0% | 4.5% | 8/2/2024 |
 China Tower (788.HK) | 0.37% | 0% | 4.59% | 8/5/2024 |
 Rize Global Sustainable Infrastructure UCITS ETF (NFRA.L) | 0.36% | 8.18% | 4.25% | - |
| Sunrise Communications AG (SNREY) | 0.18% | 0% | 30.25% | 11/6/2025 |
 Apple (AAPL) | 0.08% | 0% | 1.87% | 8/2/2024 |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 0.05% | 3.75% | 1.19% | - |
 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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