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Portfolio Diversification
Range
Most Diversified
37 instruments
March 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
27.2 instruments
Most Consistent Holdings
Top 5
ETH97.97%
BTC97.91%
GOOG79.09%
IIPR79.09%
WPC79.09%
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 MSCI World UCITS ETF (SWDA.L) | 7.29% | 0% | 55.05% | 9/6/2024 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 5.94% | 0% | 33.74% | 9/15/2025 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 5.09% | 0% | 42.92% | 2/8/2024 |
 Vanguard Total Bond Market ETF (BND) | 5.01% | 0% | 42.92% | 2/8/2024 |
 iShares Edge MSCI USA Quality (QUAL) | 3.95% | 0% | 42.92% | 2/8/2024 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 3.49% | 0% | 46.98% | 4/4/2025 |
| Bitcoin (BTC) | 3.29% | 4.07% | 97.91% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 3.22% | 5.11% | 56.33% | - |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 3.11% | 4.39% | 52.44% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 2.91% | 7.98% | 40.36% | - |
| Ethereum (ETH) | 2.87% | 4.16% | 97.97% | - |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 2.65% | 0% | 36.35% | 10/18/2023 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 2.4% | 7.98% | 30.14% | - |
 Meta (META) | 2.25% | 3.4% | 79.04% | - |
 iShares China Large-Cap ETF (FXI) | 2.02% | 0% | 42.92% | 2/8/2024 |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 2.02% | 8.42% | 22.53% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 1.95% | 5.42% | 30.2% | - |
 Invesco Physical Gold ETC (8PSG.DE) | 1.95% | 0% | 26.13% | 5/7/2025 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 1.91% | 0% | 20.15% | 1/5/2023 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.72% | 0.88% | 31.36% | - |
 iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) | 1.51% | 0% | 33.74% | 9/15/2025 |
 iShares Gold Trust (IAU) | 1.48% | 0% | 33.33% | 2/8/2024 |
| Alphabet (GOOG) | 1.34% | 1.2% | 79.09% | - |
 Tencent (0700.HK) | 1.21% | 3.19% | 78.98% | - |
 Alibaba (9988.HK) | 1.2% | 1.55% | 79.04% | - |
| WP Carey (WPC) | 1.19% | 0.97% | 79.09% | - |
 Amazon (AMZN) | 1.15% | 1.29% | 75.09% | - |
 Realty Income (O) | 1.07% | 0.91% | 79.04% | - |
 Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 1.06% | 4.16% | 22.59% | - |
 Palantir (PLTR) | 0.99% | 1.57% | 79.04% | - |
 iShares US Aggregate Bond UCITS ETF (IUAA.L) | 0.92% | 4.31% | 22.59% | - |
 PayPal (PYPL) | 0.91% | 0% | 68.41% | 4/15/2026 |
 VICI Properties (VICI) | 0.9% | 3.11% | 79.04% | - |
 KraneShares CSI China Internet (KWEB) | 0.86% | 0% | 15.91% | 1/5/2023 |
 Ossiam Shiller Barclays Cape US Sector Value TR (USCP.DE) | 0.84% | 0% | 21.6% | 9/15/2025 |
 Medical Properties Trust (MPT) | 0.81% | 0.73% | 79.04% | - |
 LVMH (MC.PA) | 0.81% | 3.15% | 46.81% | - |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.77% | 0% | 20.15% | 1/5/2023 |
| IIPR (IIPR) | 0.76% | 0.71% | 79.09% | - |
 Intel (INTC) | 0.72% | 0% | 57.72% | 10/6/2025 |
 Stellantis (STLAM.MI) | 0.69% | 5.17% | 42.74% | - |
 EPR (EPR) | 0.64% | 0.82% | 79.09% | - |
 Celsius (CELH) | 0.57% | 0% | 21.78% | 6/9/2025 |
 Alexandria (ARE) | 0.47% | 0% | 48.03% | 7/10/2025 |
 Agree Realty (ADC) | 0.47% | 0.48% | 56.79% | - |
 Kering (KER.PA) | 0.46% | 0% | 27.41% | 5/12/2025 |
 Camden (CPT) | 0.45% | 0.46% | 55.11% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.35% | 0% | 6.56% | 2/8/2024 |
 CVS Health (CVS) | 0.31% | 0% | 21.66% | 7/18/2024 |
 JD (9618.HK) | 0.3% | 0% | 32.11% | 9/24/2024 |
 Microsoft (MSFT) | 0.29% | 3.02% | 14.46% | - |
 AvalonBay (AVB) | 0.29% | 0% | 48.78% | 5/5/2025 |
 Amundi MSCI China UCITS ETF Acc (LCCN.L) | 0.29% | 1.62% | 20.91% | - |
 Simon (SPG) | 0.28% | 0% | 48.78% | 5/5/2025 |
 Evolution (EVO.ST) | 0.28% | 0% | 18.82% | 4/14/2025 |
 Ferrari (RACE) | 0.26% | 1.57% | 14.46% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.2% | 0% | 6.56% | 2/8/2024 |
 MercadoLibre (MELI) | 0.14% | 1.64% | 10.8% | - |
 Hermes (RMS.PA) | 0.14% | 2.24% | 10.57% | - |
 Coupang (CPNG) | 0.12% | 1.92% | 9.29% | - |
 Wolters Kluwer (WKL.NV) | 0.12% | 1.23% | 5.98% | - |
 NVIDIA (NVDA) | 0.08% | 0% | 5.87% | 6/9/2025 |
 Uniti (UNIT) | 0.07% | 0% | 28.34% | 5/15/2024 |
 ASML (ASML) | 0.07% | 0% | 8.77% | 10/6/2025 |
 Prosus (PRX.NV) | 0.05% | 1.69% | 2.79% | - |
 AMD (AMD) | 0.05% | 0% | 5.87% | 6/9/2025 |
 Salesforce (CRM) | 0.03% | 0% | 3.19% | 9/1/2026 |
 MSCI (MSCI) | 0.02% | 0% | 5.34% | 8/23/2024 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 0.46% | 11/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 10.48% | 10.16% |
| iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 9.82% | 9.89% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 9.82% | 9.82% |
| WisdomTree Core Physical Gold (WGLD.L) | 7.86% | 8.45% |
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 6.55% | 6.61% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 6.55% | 6.52% |
| iShares US Aggregate Bond UCITS ETF (IUAA.L) | 5.24% | 5.17% |
| Franklin USD Investment Grade Corporate Bond UCITS ETF (FLUC.L) | 5.24% | 5.06% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 3.93% | 3.95% |
| Bitcoin (BTC) | 4.91% | 3.91% |
| Meta (META) | 3.27% | 3.25% |
| Ethereum (ETH) | 3.93% | 3.19% |
| Palantir (PLTR) | 1.64% | 1.78% |
| LVMH (MC.PA) | 1.31% | 1.71% |
| Amazon (AMZN) | 1.31% | 1.65% |
| Alphabet (GOOG) | 1.31% | 1.63% |
| IIPR (IIPR) | 1.64% | 1.55% |
| WP Carey (WPC) | 1.31% | 1.42% |
| Realty Income (O) | 1.31% | 1.34% |
| Amundi MSCI China UCITS ETF Acc (LCCN.L) | 1.31% | 1.23% |
| VICI Properties (VICI) | 1.31% | 1.18% |
| EPR (EPR) | 0.98% | 1.07% |
| Medical Properties Trust (MPT) | 0.66% | 0.93% |
| Tencent (0700.HK) | 0.98% | 0.85% |
| Alibaba (9988.HK) | 0.98% | 0.78% |
| Stellantis (STLAM.MI) | 0.65% | 0.78% |
| Agree Realty (ADC) | 0.65% | 0.76% |
| Camden (CPT) | 0.65% | 0.75% |
| PayPal (PYPL) | 0.65% | 0.64% |
Cash & Instruments Over Time
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