Portfolio Diversification
Range
Most Diversified
8 instruments
May 9, 2023
Least Diversified
7 instruments
January 2, 2023
Average
7.1 instruments
Most Consistent Holdings
Top 5
BRK.B100%
VOW3.DE100%
SCMN.ZU100%
ZURN.ZU100%
RHM.DE100%
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) | 48.1% | 79.52% | 100% | - |
| Zurich Insurance (ZURN.ZU) | 17.79% | 4.76% | 100% | - |
| Swisscom (SCMN.ZU) | 10.43% | 4.02% | 100% | - |
 DividendGrowth | 9.62% | 4.72% | 85.45% | - |
| Berkshire Hathaway (BRK.B) | 3.56% | 2.17% | 100% | - |
 Asensus (ASXC) | 2.82% | 0% | 69.6% | 8/25/2024 |
 NVIDIA (NVDA) | 2.7% | 3.35% | 39.79% | - |
| Volkswagen (VOW3.DE) | 1.41% | 0.48% | 100% | - |
 Credit Suisse Group AG (CSGN.ZU) | 0.43% | 0% | 18.19% | 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% |