Portfolio Diversification
Range
Most Diversified
38 instruments
January 24, 2025
Least Diversified
0 instruments
February 2, 2025
Average
33.6 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
META99.87%
MSFT99.87%
AMZN99.87%
DIS99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 17.59% | 0% | 99.87% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 13.54% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 9.5% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 7% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 4.61% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 4.55% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 4.39% | 0% | 99.87% | 2/1/2025 |
 Airbus (AIR.PA) | 2.93% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 2.86% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 2.58% | 0% | 45.15% | 12/14/2023 |
 Deutsche Post (DHL.DE) | 1.91% | 0% | 81.14% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 1.79% | 0% | 32.14% | 2/1/2025 |
| Disney (DIS) | 1.75% | 0% | 99.87% | 2/1/2025 |
 Vonovia (VNA.DE) | 1.75% | 0% | 99.87% | 2/1/2025 |
 BMW (BMW.DE) | 1.72% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 1.67% | 0% | 99.87% | 2/1/2025 |
 Airbnb (ABNB) | 1.52% | 0% | 99.87% | 2/1/2025 |
 Palo Alto Networks (PANW) | 1.42% | 0% | 99.87% | 2/1/2025 |
 Spotify (SPOT) | 1.38% | 0% | 99.87% | 2/1/2025 |
 Starbucks (SBUX) | 1.3% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 1.01% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 0.99% | 0% | 32.4% | 9/6/2023 |
 CVS Health (CVS) | 0.87% | 0% | 83.8% | 2/1/2025 |
 Deutsche Bank (DB) | 0.86% | 0% | 99.87% | 2/1/2025 |
 ASSA ABLOY (ASSA-B.ST) | 0.83% | 0% | 70.52% | 6/24/2024 |
 Kraft Heinz (KHC) | 0.73% | 0% | 99.87% | 2/1/2025 |
 BASF (BAS.DE) | 0.68% | 0% | 99.87% | 2/1/2025 |
 AT&T (T) | 0.66% | 0% | 99.2% | 1/27/2025 |
 Alphabet (GOOG) | 0.64% | 0% | 64.14% | 2/1/2025 |
 3M (MMM) | 0.61% | 0% | 32.8% | 2/1/2025 |
 Crocs (CROX) | 0.59% | 0% | 64.94% | 2/1/2025 |
 Alibaba (BABA) | 0.54% | 0% | 76.63% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 0.34% | 0% | 67.73% | 6/3/2024 |
 iShares MSCI India ETF (INDA) | 0.33% | 0% | 64.14% | 2/1/2025 |
 Toast (TOST) | 0.32% | 0% | 44.09% | 12/6/2023 |
 Bayer (BAYN.DE) | 0.29% | 0% | 76.49% | 2/1/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.28% | 0% | 99.87% | 2/1/2025 |
 Siemens Energy (ENR.DE) | 0.19% | 0% | 76.49% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.17% | 0% | 14.61% | 2/1/2025 |
 Borussia Dortmund (BVB.DE) | 0.14% | 0% | 35.19% | 2/1/2025 |
 Nike (NKE) | 0.08% | 0% | 10.89% | 12/19/2023 |
 IOTA (MIOTA) | 0.08% | 0% | 34% | 9/20/2023 |
 Malibu Boats (MBUU) | 0.03% | 0% | 4.38% | 11/26/2024 |
 Empire State Realty Trust (ESRT) | 0.02% | 0% | 46.22% | 2/1/2025 |
 Chevron (CVX) | 0.02% | 0% | 3.45% | 2/1/2025 |
 Coinbase (COIN) | 0.02% | 0% | 1.73% | 12/19/2023 |
 Pfizer (PFE) | 0.01% | 0% | 1.2% | 2/1/2025 |
 E.ON (EOAN.DE) | 0% | 0% | 0.13% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 18% | 18.28% |
| SPDR S&P 500 ETF (SPY) | 14.22% | 14.29% |
| PayPal (PYPL) | 10.01% | 9.3% |
| Apple (AAPL) | 5.01% | 8.18% |
| iShares Core High Dividend ETF (HDV) | 6.05% | 4.89% |
| Meta (META) | 2.44% | 4.25% |
| Amazon (AMZN) | 3.16% | 4.2% |
| Microsoft (MSFT) | 2.88% | 3.83% |
| BMW (BMW.DE) | 4.23% | 3.13% |
| Deutsche Post (DHL.DE) | 3.77% | 2.56% |
| Realty Income (O) | 3.17% | 2.33% |
| Crocs (CROX) | 2.48% | 1.99% |
| 3M (MMM) | 1.94% | 1.88% |
| Airbus (AIR.PA) | 0.91% | 1.79% |
| Spotify (SPOT) | 1.03% | 1.62% |
| Disney (DIS) | 2.15% | 1.62% |
| Vonovia (VNA.DE) | 1.41% | 1.45% |
| Volkswagen (VOW3.DE) | 1.74% | 1.39% |
| Alphabet (GOOG) | 1.35% | 1.38% |
| Visa (V) | 0.71% | 1.15% |
| CVS Health (CVS) | 1.97% | 1.14% |
| Palo Alto Networks (PANW) | 0.6% | 1.11% |
| Airbnb (ABNB) | 1.32% | 0.95% |
| Starbucks (SBUX) | 0.76% | 0.66% |
| Alibaba (BABA) | 0.72% | 0.62% |
| Deutsche Bank (DB) | 0.55% | 0.62% |
| Bayer (BAYN.DE) | 1% | 0.61% |
| AT&T (T) | 0.75% | 0.58% |
| Adobe (ADBE) | 0.69% | 0.51% |
| Siemens Energy (ENR.DE) | 0.16% | 0.38% |
| iShares MSCI India ETF (INDA) | 0.4% | 0.38% |
| Borussia Dortmund (BVB.DE) | 0.6% | 0.37% |
| BASF (BAS.DE) | 0.51% | 0.34% |
| Kraft Heinz (KHC) | 0.49% | 0.33% |
| Vanguard FTSE Emerging Markets (VWO) | 0.19% | 0.16% |
| Empire State Realty Trust (ESRT) | 0.05% | 0.04% |