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Portfolio Diversification
Range
Most Diversified
47 instruments
June 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
15.2 instruments
Most Consistent Holdings
Top 5
SXR8.DE44.26%
CNDX.L44.26%
IQQ6.DE43.8%
8PSG.DE43.8%
DAXEX.DE41.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 20.27% | 0% | 44.26% | 4/3/2026 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 8.4% | 0% | 34.49% | 4/3/2026 |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 7.68% | 0% | 44.26% | 4/3/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 1.65% | 0% | 33.51% | 4/3/2026 |
 Cintas (CTAS) | 1.59% | 0% | 31.28% | 2/22/2024 |
 NextEra (NEE) | 1.19% | 0% | 18.62% | 11/1/2022 |
 Microsoft (MSFT) | 1.16% | 0% | 25.38% | 7/2/2024 |
 Thermo Fisher (TMO) | 1.06% | 0% | 18.1% | 10/21/2022 |
 Mastercard (MA) | 1.03% | 0% | 19.61% | 1/19/2024 |
 Danaher (DHR) | 1.02% | 0% | 18.36% | 10/21/2022 |
 Visa (V) | 1.01% | 0% | 20.72% | 1/18/2024 |
 S&P Global (SPGI) | 0.96% | 0% | 15.67% | 10/3/2022 |
 MSCI (MSCI) | 0.91% | 0% | 17.25% | 10/3/2022 |
 Home Depot (HD) | 0.88% | 0% | 17.25% | 10/3/2022 |
 Intuit (INTU) | 0.86% | 0% | 17.25% | 10/3/2022 |
 Domino's (DPZ) | 0.8% | 0% | 16.59% | 9/27/2022 |
| iShares Developed Markets Property Yield UCITS ETF (IQQ6.DE) | 0.75% | 0% | 43.8% | 4/3/2026 |
 Sherwin-Williams (SHW) | 0.75% | 0% | 16.26% | 9/22/2022 |
 UnitedHealth (UNH) | 0.66% | 0% | 18.3% | 1/18/2023 |
 Waste Management (WM) | 0.61% | 0% | 12.46% | 4/27/2023 |
 Texas Instruments (TXN) | 0.53% | 0% | 9.77% | 10/25/2022 |
 PepsiCo (PEP) | 0.52% | 0% | 11.15% | 7/28/2023 |
 Broadridge (BR) | 0.4% | 0% | 17.64% | 8/6/2024 |
 ITW (ITW) | 0.39% | 0% | 9.77% | 9/20/2023 |
 Marsh & McLennan (MRSH) | 0.38% | 0% | 16.59% | 6/18/2024 |
 Compass Group (CPG.L) | 0.31% | 0% | 7.54% | 11/2/2023 |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.31% | 0% | 37.31% | 4/3/2026 |
 Merck (MRK) | 0.3% | 0% | 12.66% | 9/10/2024 |
 Watts (WTS) | 0.29% | 0% | 13.9% | 9/10/2024 |
 Markel (MKL) | 0.28% | 0% | 12.13% | 3/28/2024 |
 Arthur J. Gallagher (AJG) | 0.27% | 0% | 13.97% | 6/18/2024 |
 Willis Towers Watson (WTW) | 0.27% | 0% | 12.59% | 8/27/2024 |
 L'Oréal (OR.PA) | 0.27% | 0% | 9.44% | 12/14/2023 |
 McDonald's (MCD) | 0.27% | 0% | 13.57% | 4/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.27% | 0% | 7.87% | 1/26/2024 |
 AMETEK (AME) | 0.26% | 0% | 6.3% | 12/11/2023 |
 Roper (ROP) | 0.26% | 0% | 11.41% | 7/17/2024 |
 PCA (PKG) | 0.25% | 0% | 11.21% | 7/31/2024 |
 Bitcoin (BTC) | 0.25% | 0% | 41.31% | 2/24/2026 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.24% | 0% | 33.9% | 4/3/2026 |
 Enpro (NPO) | 0.24% | 0% | 10.95% | 7/31/2024 |
| Invesco Physical Gold ETC (8PSG.DE) | 0.24% | 0% | 43.8% | 4/3/2026 |
 T-Mobile (TMUS) | 0.23% | 0% | 9.77% | 5/31/2024 |
 Autozone (AZO) | 0.22% | 0% | 6.1% | 1/30/2024 |
 Beiersdorf (BEI.DE) | 0.22% | 0% | 10.3% | 9/10/2024 |
| iShares Core DAX UCITS ETF (DAXEX.DE) | 0.21% | 0% | 41.44% | 4/3/2026 |
 Ferrovial (FER.MC) | 0.21% | 0% | 9.11% | 7/15/2024 |
 TotalEnergies (TTE.PA) | 0.21% | 0% | 9.97% | 4/4/2024 |
 Murphy USA (MUSA) | 0.2% | 0% | 9.11% | 5/17/2024 |
 Service Corp Intl (SCI) | 0.2% | 0% | 9.44% | 7/30/2024 |
 Reliance Steel (RS) | 0.2% | 0% | 10.43% | 9/4/2024 |
 Thales (HO.PA) | 0.2% | 0% | 9.18% | 3/4/2024 |
 Munich Re (MUV2.DE) | 0.2% | 0% | 8.98% | 8/27/2024 |
 Allstate (ALL) | 0.2% | 0% | 9.18% | 8/15/2024 |
 Allison (ALSN) | 0.2% | 0% | 8.85% | 2/2/2024 |
 CNRL (CNQ) | 0.2% | 0% | 8.85% | 2/29/2024 |
 Alphabet (GOOG) | 0.19% | 0% | 8.2% | 6/25/2024 |
 Hermes (RMS.PA) | 0.19% | 0% | 4.98% | 11/14/2023 |
 Dassault Aviation (AM.PA) | 0.18% | 0% | 8.52% | 3/4/2024 |
 Azz (AZZ) | 0.18% | 0% | 9.05% | 9/10/2024 |
 Applied Industrial Technologies (AIT) | 0.18% | 0% | 8.26% | 7/16/2024 |
 Progressive (PGR) | 0.18% | 0% | 7.93% | 7/18/2024 |
 Gartner (IT) | 0.18% | 0% | 8.52% | 7/30/2024 |
 Enstar (ESGR.US) | 0.18% | 0% | 8% | 7/2/2024 |
 TJX (TJX) | 0.18% | 0% | 7.28% | 1/16/2024 |
 General Dynamics (GD) | 0.17% | 0% | 8.2% | 9/9/2024 |
 Constellation Brands (STZ) | 0.17% | 0% | 12.98% | 3/13/2024 |
 Marathon Petroleum (MPC) | 0.17% | 0% | 7.21% | 1/4/2024 |
 Appfolio (APPF) | 0.16% | 0% | 7.67% | 7/23/2024 |
 FICO (FICO) | 0.16% | 0% | 7.21% | 5/20/2024 |
 Emerson (EMR) | 0.16% | 0% | 8% | 9/10/2024 |
 Comfort Systems USA (FIX) | 0.16% | 0% | 7.67% | 8/29/2024 |
 Nordson (NDSN) | 0.16% | 0% | 7.02% | 6/11/2024 |
 Walmart (WMT) | 0.15% | 0% | 6.36% | 5/16/2024 |
 O'Reilly Auto (ORLY) | 0.15% | 0% | 5.77% | 3/14/2024 |
 Hannover Re (HNR1.DE) | 0.15% | 0% | 7.67% | 3/7/2024 |
 NHC (NHC) | 0.14% | 0% | 6.49% | 6/3/2024 |
 Skechers (SKX) | 0.14% | 0% | 6.16% | 4/26/2024 |
 McKesson (MCK) | 0.14% | 0% | 5.77% | 5/8/2024 |
 Gerresheimer (GXI.DE) | 0.14% | 0% | 3.21% | 10/30/2023 |
 XPO Logistics (XPO) | 0.14% | 0% | 6.1% | 2/2/2024 |
 Intuitive Surgical (ISRG) | 0.14% | 0% | 5.97% | 6/5/2024 |
 MYR Group (MYRG) | 0.13% | 0% | 6.03% | 6/14/2024 |
 CorVel (CRVL) | 0.13% | 0% | 5.7% | 5/20/2024 |
 Wolters Kluwer (WKL.NV) | 0.12% | 0% | 7.48% | 6/18/2024 |
 D.R. Horton (DHI) | 0.12% | 0% | 5.18% | 4/1/2024 |
 Phillips 66 (PSX) | 0.12% | 0% | 5.11% | 11/30/2023 |
 Apple (AAPL) | 0.11% | 0% | 4.85% | 11/16/2023 |
 Yum (YUM) | 0.11% | 0% | 3.08% | 6/20/2023 |
 UFP Technologies (UFPT) | 0.11% | 0% | 5.44% | 7/2/2024 |
 ONEOK (OKE) | 0.11% | 0% | 5.05% | 7/12/2024 |
 Arch Capital (ACGL) | 0.11% | 0% | 4.59% | 5/7/2024 |
 Interactive Brokers Group (IBKR) | 0.11% | 0% | 4.59% | 11/29/2023 |
 ASM (ASM.NV) | 0.11% | 0% | 4.52% | 5/16/2024 |
 Deutsche Boerse (DB1.DE) | 0.1% | 0% | 2.03% | 7/11/2023 |
 Everest (EG) | 0.1% | 0% | 4.85% | 2/8/2024 |
 Carlisle (CSL) | 0.1% | 0% | 4.52% | 7/12/2024 |
 Globe Life (GL) | 0.1% | 0% | 4.52% | 2/12/2024 |
 Old Dominion (ODFL) | 0.1% | 0% | 4.07% | 12/20/2023 |
 Evercore (EVR) | 0.1% | 0% | 4.26% | 7/1/2024 |
 3i (III.L) | 0.09% | 0% | 3.87% | 11/16/2023 |
 Quanta Services (PWR) | 0.09% | 0% | 4.52% | 2/22/2024 |
 American Water (AWK) | 0.09% | 0% | 1.7% | 10/7/2022 |
 Owens Corning (OC) | 0.09% | 0% | 3.93% | 4/4/2024 |
 Watsco (WSO) | 0.09% | 0% | 3.87% | 5/6/2024 |
 Group 1 Automotive (GPI) | 0.09% | 0% | 3.54% | 12/26/2023 |
 RBC Bearings (RBC) | 0.09% | 0% | 4.26% | 7/16/2024 |
 Macom (MTSI) | 0.09% | 0% | 3.87% | 5/6/2024 |
 Commvault (CVLT) | 0.09% | 0% | 3.61% | 4/30/2024 |
 Intra-Cellular (ITCI) | 0.08% | 0% | 3.87% | 4/16/2024 |
 Booz Allen (BAH) | 0.08% | 0% | 3.67% | 1/26/2024 |
 Casey's (CASY) | 0.08% | 0% | 3.48% | 5/9/2024 |
 Simpson (SSD) | 0.08% | 0% | 3.54% | 4/23/2024 |
 NVR (NVR) | 0.08% | 0% | 3.08% | 10/25/2023 |
 FirstCash (FCFS) | 0.08% | 0% | 3.21% | 3/21/2024 |
 Curtiss-Wright (CW) | 0.08% | 0% | 3.15% | 2/14/2024 |
 Lennox (LII) | 0.08% | 0% | 3.15% | 2/28/2024 |
 Heineken (HEIA.NV) | 0.08% | 0% | 5.18% | 9/7/2023 |
 Makemytrip (MMYT) | 0.07% | 0% | 3.02% | 1/22/2024 |
 Taylor Morrison (TMHC) | 0.07% | 0% | 3.02% | 3/4/2024 |
 Ryder (R) | 0.07% | 0% | 3.08% | 5/9/2024 |
 Piper Sandler (PIPR) | 0.07% | 0% | 3.28% | 6/26/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.07% | 0% | 1.84% | 1/31/2024 |
 Hess (HES) | 0.07% | 0% | 3.15% | 12/7/2023 |
 Moody's (MCO) | 0.07% | 0% | 3.21% | 7/5/2024 |
 W. R. Berkley (WRB.US) | 0.07% | 0% | 2.89% | 3/28/2024 |
 Boise Cascade (BCC) | 0.07% | 0% | 2.82% | 3/26/2024 |
 Molina (MOH) | 0.07% | 0% | 2.75% | 3/27/2024 |
 Palo Alto Networks (PANW) | 0.07% | 0% | 2.75% | 11/28/2023 |
 Mr Cooper (COOP) | 0.06% | 0% | 2.69% | 4/24/2024 |
 BWX Technologies (BWXT) | 0.06% | 0% | 2.43% | 2/9/2024 |
 Aflac (AFL) | 0.06% | 0% | 2.43% | 12/12/2023 |
 Cavco (CVCO) | 0.06% | 0% | 2.36% | 3/21/2024 |
 Hawkins (HWKN) | 0.06% | 0% | 2.49% | 5/16/2024 |
 Monolithic Power (MPWR) | 0.06% | 0% | 2.69% | 4/18/2024 |
 Sunoco (SUN) | 0.05% | 0% | 2.56% | 4/15/2024 |
 PTC (PTC) | 0.05% | 0% | 2.23% | 3/21/2024 |
 Keurig Dr Pepper (KDP) | 0.05% | 0% | 3.08% | 1/19/2023 |
 Royal Caribbean (RCL) | 0.05% | 0% | 2.23% | 6/4/2024 |
 Moog (MOG.A) | 0.05% | 0% | 2.16% | 3/21/2024 |
 Manhattan Associates (MANH) | 0.05% | 0% | 2.03% | 11/14/2023 |
 Nucor (NUE) | 0.05% | 0% | 2.16% | 4/1/2024 |
 Safran (SAF.PA) | 0.05% | 0% | 1.84% | 10/17/2023 |
 BAE Systems (BA.L) | 0.05% | 0% | 2.03% | 11/2/2023 |
 Inditex (ITX.MC) | 0.05% | 0% | 1.97% | 2/26/2024 |
 Cboe (CBOE) | 0.05% | 0% | 1.97% | 2/21/2024 |
 Iron Mountain (IRM) | 0.04% | 0% | 1.9% | 6/10/2024 |
 PulteGroup (PHM) | 0.04% | 0% | 1.7% | 1/22/2024 |
 American Express (AXP) | 0.04% | 0% | 1.77% | 5/20/2024 |
 Martin Marietta (MLM) | 0.04% | 0% | 1.7% | 12/11/2023 |
 Mueller Industries (MLI) | 0.04% | 0% | 1.64% | 2/27/2024 |
 Vertex (VRTX) | 0.04% | 0% | 1.97% | 1/10/2024 |
 Arista (ANET) | 0.04% | 0% | 1.77% | 6/18/2024 |
 Mondelez (MDLZ) | 0.04% | 0% | 2.49% | 7/28/2023 |
 Clean Harbors (CLH) | 0.04% | 0% | 1.51% | 3/21/2024 |
 Sprouts (SFM) | 0.03% | 0% | 1.38% | 5/2/2024 |
 Loews (L) | 0.03% | 0% | 1.31% | 1/22/2024 |
 Toll Brothers (TOL) | 0.03% | 0% | 1.38% | 12/6/2023 |
 Federal Signal (FSS) | 0.03% | 0% | 1.38% | 2/23/2024 |
 Apollo (APO) | 0.03% | 0% | 1.64% | 1/22/2024 |
 Dior (CDI.PA) | 0.03% | 0% | 2.36% | 9/7/2023 |
 TriNet (TNET) | 0.03% | 0% | 1.44% | 4/26/2024 |
 Lennar (LEN) | 0.03% | 0% | 1.51% | 3/7/2024 |
 RELX (REL.L) | 0.03% | 0% | 1.25% | 10/10/2023 |
 Caterpillar (CAT) | 0.03% | 0% | 1.25% | 3/18/2024 |
 Ulta (ULTA) | 0.03% | 0% | 1.38% | 4/3/2024 |
 ATOSS (AOF.DE) | 0.03% | 0% | 1.25% | 3/26/2024 |
 Applied Materials (AMAT) | 0.03% | 0% | 1.31% | 6/11/2024 |
 Lam Research (LRCX) | 0.03% | 0% | 1.18% | 3/1/2024 |
 Brown & Brown (BRO) | 0.03% | 0% | 1.18% | 2/15/2024 |
 Costco (COST) | 0.03% | 0% | 1.25% | 6/6/2024 |
 Southern Copper (SCCO) | 0.03% | 0% | 1.77% | 5/27/2024 |
 Lincoln Electric (LECO) | 0.03% | 0% | 1.11% | 2/9/2024 |
 Tractor Supply (TSCO) | 0.03% | 0% | 1.18% | 5/17/2024 |
 Graco (GGG) | 0.03% | 0% | 1.11% | 2/29/2024 |
 Cencora (COR) | 0.03% | 0% | 1.05% | 11/22/2023 |
 Modine (MOD) | 0.03% | 0% | 1.11% | 5/22/2024 |
 M/I Homes (MHO) | 0.03% | 0% | 1.05% | 12/1/2023 |
 Parker-Hannifin (PH) | 0.03% | 0% | 1.05% | 12/6/2023 |
 Paccar (PCAR) | 0.03% | 0% | 1.05% | 12/1/2023 |
 Besi (BESI.NV) | 0.03% | 0% | 1.05% | 2/9/2024 |
 Verisk (VRSK) | 0.02% | 0% | 0.98% | 11/8/2023 |
 Ameriprise (AMP.US) | 0.02% | 0% | 0.98% | 3/4/2024 |
 Eaton (ETN) | 0.02% | 0% | 0.92% | 1/26/2024 |
 ITT (ITT) | 0.02% | 0% | 0.92% | 2/2/2024 |
 SPX (SPXC) | 0.02% | 0% | 0.92% | 2/16/2024 |
 CACI (CACI) | 0.02% | 0% | 0.92% | 2/26/2024 |
 Trane (TT) | 0.02% | 0% | 0.85% | 1/23/2024 |
 Alamo Group (ALG) | 0.02% | 0% | 0.85% | 2/12/2024 |
 Dillard's (DDS) | 0.02% | 0% | 0.85% | 4/1/2024 |
 TopBuild (BLD) | 0.02% | 0% | 0.85% | 2/22/2024 |
 Talanx (TLX.DE) | 0.02% | 0% | 0.79% | 12/12/2023 |
 Fiserv (FISV) | 0.02% | 0% | 1.05% | 12/11/2023 |
 FTI Consulting (FCN) | 0.02% | 0% | 0.72% | 11/13/2023 |
 Transdigm (TDG) | 0.02% | 0% | 0.92% | 1/18/2024 |
 Assured Guaranty (AGO) | 0.02% | 0% | 0.72% | 12/8/2023 |
 SAIC (SAIC) | 0.02% | 0% | 0.72% | 3/6/2024 |
 Marriott (MAR) | 0.02% | 0% | 0.66% | 1/19/2024 |
 Heico (HEI) | 0.02% | 0% | 0.79% | 5/6/2024 |
 Encore Wire Corporation (WIRE) | 0.02% | 0% | 0.72% | 4/8/2024 |
 ServiceNow (NOW) | 0.02% | 0% | 0.66% | 1/22/2024 |
 Pernod Ricard (RI.PA) | 0.02% | 0% | 1.11% | 7/6/2023 |
 Onto Innovation (ONTO) | 0.02% | 0% | 0.72% | 10/23/2023 |
 Builders FirstSource (BLDR) | 0.02% | 0% | 0.66% | 2/2/2024 |
 Schneider Electric (SU.PA) | 0.02% | 0% | 0.66% | 12/28/2023 |
 RenaissanceRe (RNR) | 0.02% | 0% | 0.52% | 1/12/2024 |
 Dick's (DKS) | 0.02% | 0% | 0.72% | 2/6/2024 |
 Ingersoll Rand (IR) | 0.01% | 0% | 0.59% | 2/1/2024 |
 Copart (CPRT) | 0.01% | 0% | 0.59% | 3/7/2024 |
 United Rentals (URI) | 0.01% | 0% | 0.59% | 12/13/2023 |
 Meta (META) | 0.01% | 0% | 0.52% | 2/2/2024 |
 Rheinmetall (RHM.DE) | 0.01% | 0% | 0.52% | 1/4/2024 |
 CDW (CDW) | 0.01% | 0% | 0.52% | 2/7/2024 |
 Cadence (CDNS) | 0.01% | 0% | 0.46% | 11/10/2023 |
 Kadant (KAI) | 0.01% | 0% | 0.46% | 2/9/2024 |
 Regeneron (REGN) | 0.01% | 0% | 0.46% | 1/30/2024 |
 Qualys (QLYS) | 0.01% | 0% | 0.46% | 11/20/2023 |
 Otter Tail (OTTR) | 0.01% | 0% | 0.46% | 2/9/2024 |
 Patrick Industries (PATK) | 0.01% | 0% | 0.46% | 2/9/2024 |
 Hyatt (H) | 0.01% | 0% | 0.46% | 2/23/2024 |
 SAP (SAP.DE) | 0.01% | 0% | 0.46% | 3/4/2024 |
 Radnet (RDNT) | 0.01% | 0% | 0.46% | 5/9/2024 |
 Abercrombie & Fitch (ANF) | 0.01% | 0% | 0.46% | 5/29/2024 |
 Fabrinet (FN) | 0.01% | 0% | 0.39% | 1/29/2024 |
 Amgen (AMGN) | 0.01% | 0% | 0.33% | 1/8/2024 |
 Check Point (CHKP) | 0.01% | 0% | 0.39% | 12/26/2023 |
 RPM (RPM) | 0.01% | 0% | 0.39% | 3/7/2024 |
 H&E Equipment (HEES) | 0.01% | 0% | 0.39% | 3/8/2024 |
 Tri Pointe (TPH) | 0.01% | 0% | 0.39% | 12/21/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.01% | 0% | 2.82% | 4/3/2026 |
 Autoliv (ALV) | 0.01% | 0% | 0.39% | 3/13/2024 |
 WisdomTree Broad Commodities UCITS ETF (PCOM.DE) | 0.01% | 0% | 2.75% | 4/3/2026 |
 iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 0.01% | 0% | 2.75% | 4/3/2026 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.01% | 0% | 2.75% | 4/3/2026 |
 Arcadis (ARCAD.NV) | 0.01% | 0% | 0.33% | 1/31/2024 |
 WESCO (WCC) | 0.01% | 0% | 0.33% | 2/13/2024 |
 ARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L) | 0.01% | 0% | 2.75% | 4/3/2026 |
 Westlake (WLK) | 0.01% | 0% | 0.33% | 2/20/2024 |
 Integer (ITGR) | 0.01% | 0% | 0.33% | 3/6/2024 |
 Stryker (SYK) | 0.01% | 0% | 0.39% | 1/12/2024 |
 Par Pacific (PARR) | 0.01% | 0% | 0.26% | 2/12/2024 |
 Standex (SXI) | 0.01% | 0% | 0.26% | 3/6/2024 |
 RGA (RGA) | 0.01% | 0% | 0.26% | 5/10/2024 |
 Eagle Materials (EXP) | 0% | 0% | 0.2% | 1/26/2024 |
 ICF (ICFI) | 0% | 0% | 0.2% | 2/15/2024 |
 Light & Wonder (LNWO) | 0% | 0% | 0.2% | 2/26/2024 |
 Booking (BKNG) | 0% | 0% | 0.2% | 2/8/2024 |
 Textron (TXT) | 0% | 0% | 0.2% | 3/8/2024 |
 Sage (SGE.L) | 0% | 0% | 0.13% | 11/2/2023 |
 Wabtec (WAB) | 0% | 0% | 0.13% | 1/25/2024 |
 KLA (KLAC) | 0% | 0% | 0.13% | 1/24/2024 |
 Vulcan Materials (VMC) | 0% | 0% | 0.13% | 2/8/2024 |
 IHG (IHG.L) | 0% | 0% | 0.13% | 9/15/2023 |
 NewMarket (NEU) | 0% | 0% | 0.13% | 2/23/2024 |
 Siemens (SIE.DE) | 0% | 0% | 0.13% | 2/29/2024 |
 Aaon (AAON) | 0% | 0% | 0.13% | 12/22/2023 |
 AMD (AMD) | 0% | 0% | 0.07% | 1/24/2024 |
 Motorola (MSI) | 0% | 0% | 0.07% | 11/7/2023 |
 Chemed (CHE) | 0% | 0% | 0.07% | 11/3/2023 |
 Linde (LIN) | 0% | 0% | 0.07% | 11/14/2023 |
 Republic Services (RSG) | 0% | 0% | 0.07% | 11/14/2023 |
 Eli Lilly (LLY) | 0% | 0% | 0.07% | 10/13/2023 |
 PFG (PFGC) | 0% | 0% | 0.07% | 12/1/2023 |
 ePlus (PLUS) | 0% | 0% | 0.07% | 12/19/2023 |
 ASML (ASML.NV) | 0% | 0% | 0.07% | 3/7/2024 |
 Danieli (DAN.MI) | 0% | 0% | 0.07% | 3/8/2024 |
 Allstate Corp (ALL.RTH) | 0% | 0% | 0.13% | 2/19/2026 |
 Chevron (CVX.RTH) | 0% | 0% | 0.13% | 2/19/2026 |
 Meta (META.RTH) | 0% | 0% | 0.13% | 2/19/2026 |
 Micron (MU.RTH) | 0% | 0% | 0.13% | 2/19/2026 |
 AT&T (T.RTH) | 0% | 0% | 0.13% | 2/19/2026 |
 Pfizer (PFE.RTH) | 0% | 0% | 0.13% | 2/19/2026 |
 Comcast (CMCSA) | 0% | 0% | 0.13% | 2/19/2026 |
 US Bancorp (USB.RTH) | 0% | 0% | 0.07% | 2/19/2026 |
 Broadcom Inc (AVGO.RTH) | 0% | 0% | 0.07% | 2/18/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 43.45% | 41.37% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 25.64% | 23.41% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 18.76% | 19.39% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 7.1% | 6.94% |
| iShares Developed Markets Property Yield UCITS ETF (IQQ6.DE) | 2.01% | 1.61% |
| iShares MSCI China UCITS ETF (ICGA.DE) | 0.84% | 0.89% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.84% | 0.83% |
| Invesco Physical Gold ETC (8PSG.DE) | 0.42% | 0.6% |
| Bitcoin (BTC) | 0.49% | 0.5% |
| iShares Core DAX UCITS ETF (DAXEX.DE) | 0.45% | 0.47% |
Cash & Instruments Over Time
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