Portfolio Diversification
Range
Most Diversified
9 instruments
July 1, 2025
Least Diversified
4 instruments
October 25, 2025
Average
7.3 instruments
Most Consistent Holdings
Top 5
VOW3.DE100%
ZURN.ZU100%
BRK.B99.72%
SCMN.ZU99.63%
RHM.DE98.69%
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 |
|---|---|---|---|---|
| Rheinmetall (RHM.DE) | 43.76% | 0% | 98.69% | 12/1/2025 |
| Zurich Insurance (ZURN.ZU) | 15.13% | 4.5% | 100% | - |
| Swisscom (SCMN.ZU) | 9.04% | 3.85% | 99.63% | - |
 DividendGrowth | 8.61% | 4.85% | 87.84% | - |
| Volkswagen (VOW3.DE) | 4.56% | 36.74% | 100% | - |
| Berkshire Hathaway (BRK.B) | 3.24% | 2.06% | 99.72% | - |
 NVIDIA (NVDA) | 3.12% | 4.97% | 51.92% | - |
 Take-Two (TTWO) | 2.78% | 17.36% | 16.18% | - |
 Asensus (ASXC) | 2.24% | 0% | 55.47% | 8/25/2024 |
 MicroStrategy (MSTR) | 1.26% | 0% | 8.14% | 9/25/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0.34% | 0% | 14.5% | 6/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rheinmetall (RHM.DE) | 26.17% | 54.58% |
| Zurich Insurance (ZURN.ZU) | 23.32% | 11.35% |
| DividendGrowth | 14.95% | 9.57% |
| Swisscom (SCMN.ZU) | 12.8% | 8.63% |
| NVIDIA (NVDA) | 11.38% | 7.75% |
| Berkshire Hathaway (BRK.B) | 2.84% | 3.63% |
| Volkswagen (VOW3.DE) | 2.84% | 0.93% |