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Portfolio Diversification
Range
Most Diversified
55 instruments
July 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
50.3 instruments
Most Consistent Holdings
Top 5
BRK.B99.14%
META99.06%
DE99.06%
BIIB99.06%
AMZN98.99%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 3.3% | 5.57% | 69.31% | - |
 iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 3.02% | 3.94% | 69.31% | - |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 2.92% | 3.26% | 69.31% | - |
 Lam Research (LRCX) | 2.11% | 3.39% | 98.85% | - |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 2.09% | 4.01% | 46.47% | - |
 Alphabet (GOOGL) | 2.06% | 2.39% | 98.85% | - |
| Deere (DE) | 1.95% | 2.04% | 99.06% | - |
 Fortinet (FTNT) | 1.94% | 2.87% | 92.94% | - |
 TSMC (TSM) | 1.93% | 2.59% | 97.84% | - |
| Berkshire Hathaway (BRK.B) | 1.93% | 1.32% | 99.14% | - |
 Disney (DIS) | 1.87% | 1.28% | 98.85% | - |
 Alibaba (BABA) | 1.82% | 1.56% | 85.81% | - |
 MercadoLibre (MELI) | 1.79% | 1.38% | 98.99% | - |
| Meta (META) | 1.79% | 1.03% | 99.06% | - |
 Nordea (NDA_SE.ST) | 1.74% | 1.9% | 89.55% | - |
 BlackRock (BLK) | 1.72% | 1.32% | 98.85% | - |
| Amazon (AMZN) | 1.71% | 1.29% | 98.99% | - |
 Johnson & Johnson (JNJ) | 1.7% | 1.8% | 98.63% | - |
 Emerson (EMR) | 1.67% | 1.32% | 98.85% | - |
 Novo Nordisk (NOVO-B.CO) | 1.66% | 1.09% | 98.7% | - |
 Medtronic (MDT.US) | 1.62% | 1.25% | 98.85% | - |
 Microsoft (MSFT) | 1.6% | 1.39% | 98.85% | - |
 Salesforce (CRM) | 1.6% | 1.35% | 98.85% | - |
 ICE (ICE) | 1.52% | 1.12% | 81.92% | - |
 Tesla (TSLA) | 1.52% | 1.3% | 95.53% | - |
 Comcast (CMCSA) | 1.48% | 0% | 95.1% | 7/16/2026 |
 GlaxoSmithKline (GSK) | 1.48% | 1.18% | 92.94% | - |
 iShares Edge MSCI EM Minimum Volatility UCITS ETF (EUNZ.DE) | 1.47% | 2.97% | 46.33% | - |
| Biogen (BIIB) | 1.46% | 1.56% | 99.06% | - |
 Adobe (ADBE) | 1.42% | 1.26% | 92.94% | - |
 Sprott Uranium Miners UCITS ETF (U3O8.DE) | 1.42% | 2.61% | 53.75% | - |
 Zimmer Biomet (ZBH) | 1.36% | 0.84% | 98.99% | - |
 Bayer (BAYN.DE) | 1.3% | 1.79% | 86.67% | - |
 Corteva (CTVA) | 1.27% | 1.61% | 81.99% | - |
 iShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE) | 1.25% | 2.26% | 44.45% | - |
 iShares Core Global Aggregate Bond UCITS ETF (EUNA.DE) | 1.22% | 2.13% | 44.31% | - |
 BMW (BMW.DE) | 1.21% | 0.66% | 92.94% | - |
 Wells Fargo (WFC) | 1.15% | 0% | 63.69% | 4/22/2025 |
 Realty Income (O) | 1.13% | 1.19% | 75.22% | - |
 Charles Schwab (SCHW) | 1.13% | 1.36% | 75.79% | - |
 Amgen (AMGN) | 1.09% | 1.27% | 82.06% | - |
 iShares Physical Gold ETC (PPFB.DE) | 1.08% | 2.2% | 44.45% | - |
 Pfizer (PFE) | 1.05% | 1.12% | 81.99% | - |
 US Bancorp (USB) | 1.05% | 0% | 57.64% | 4/22/2025 |
 Ecolab (ECL) | 0.99% | 0% | 52.16% | 11/15/2024 |
 Masco (MAS) | 0.98% | 0% | 52.16% | 11/15/2024 |
 Amundi Bloomberg Equal-weight Commodity ex-Agriculture UCITS ETF (LYTR.DE) | 0.96% | 2.36% | 44.45% | - |
 Lockheed Martin (LMT) | 0.94% | 1.09% | 62.9% | - |
 Handelsbanken (SHB-A.ST) | 0.92% | 1.5% | 56.7% | - |
 Polaris (PII) | 0.91% | 0% | 54.18% | 12/13/2024 |
 Teradyne (TER) | 0.89% | 0% | 52.16% | 11/15/2024 |
 Verizon (VZ) | 0.87% | 0% | 46.25% | 11/15/2024 |
 Nike (NKE) | 0.85% | 0.59% | 62.9% | - |
 ASSA ABLOY (ASSA-B.ST) | 0.83% | 1.17% | 56.56% | - |
 Etsy (ETSY) | 0.82% | 0% | 54.32% | 12/13/2024 |
 ASML (ASML.NV) | 0.78% | 2.71% | 35.66% | - |
 Nokia (NOK) | 0.69% | 0% | 39.91% | 11/15/2024 |
 Tencent (0700.HK) | 0.68% | 0% | 39.05% | 8/9/2024 |
 Tyler (TYL) | 0.68% | 0% | 36.1% | 4/2/2024 |
 Veeva (VEEV) | 0.66% | 0% | 35.95% | 4/2/2024 |
 Elekta (EKTAB.ST) | 0.65% | 0.86% | 56.56% | - |
 Barrick (B) | 0.6% | 0% | 29.76% | 1/3/2024 |
 Safran (SAF.PA) | 0.56% | 0% | 29.32% | 1/3/2024 |
 ADP (ADP) | 0.55% | 1.35% | 36.24% | - |
 IFF (IFF) | 0.5% | 0% | 35.37% | 11/15/2024 |
 Mobileye (MBLY) | 0.5% | 0% | 42.29% | 11/12/2025 |
 ServiceNow (NOW) | 0.42% | 0% | 22.91% | 10/2/2023 |
 Deutsche Boerse (DB1.DE) | 0.4% | 0% | 22.77% | 10/4/2023 |
 Verisign (VRSN) | 0.38% | 0% | 22.69% | 10/2/2023 |
 VICI Properties (VICI) | 0.36% | 0% | 18.73% | 1/3/2024 |
 Workday (WDAY) | 0.29% | 0% | 17% | 7/7/2023 |
 Texas Instruments (TXN) | 0.29% | 0% | 16.64% | 7/7/2023 |
 3M (MMM) | 0.28% | 0% | 16.86% | 7/7/2023 |
 Western Union (WU) | 0.28% | 0% | 16.86% | 7/7/2023 |
 UnitedHealth (UNH) | 0.25% | 0.94% | 27.02% | - |
 Duolingo (DUOL) | 0.22% | 1.38% | 20.61% | - |
 Guidewire (GWRE) | 0.22% | 0% | 10.66% | 4/11/2023 |
 Boeing (BA) | 0.21% | 0% | 10.66% | 4/11/2023 |
 Host Hotels (HST) | 0.19% | 0% | 12.68% | 1/3/2024 |
 Equifax (EFX) | 0.19% | 0% | 10.66% | 4/11/2023 |
 Domino's (DPZ) | 0.17% | 0% | 12.68% | 1/3/2024 |
 Digital Realty (DLR) | 0.16% | 0% | 10.95% | 7/7/2023 |
 Kellanova (K) | 0.16% | 0% | 10.95% | 7/7/2023 |
 CNR (CNI) | 0.12% | 0% | 5.69% | 2/3/2023 |
 Gilead Sciences (GILD) | 0.11% | 0% | 6.05% | 2/3/2023 |
 Constellation Energy (CEG) | 0.1% | 1.54% | 7.35% | - |
 Vistra (VST) | 0.1% | 1.39% | 7.35% | - |
 Nokia (NOKIA.HE) | 0.08% | 0% | 5.33% | 7/3/2023 |
 Dominion Energy (D) | 0.07% | 0% | 4.76% | 4/11/2023 |
 TransUnion (TRU.US) | 0.07% | 0% | 4.76% | 4/11/2023 |
 iShares Copper Miners UCITS ETF (COPM.NV) | 0.05% | 1.58% | 3.75% | - |
 Eli Lilly (LLY) | 0.04% | 1.15% | 3.75% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 4.68% | 4.88% |
| Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 5.73% | 4.24% |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE) | 4.63% | 4.06% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 4.75% | 3.75% |
| iShares Edge MSCI EM Minimum Volatility UCITS ETF (EUNZ.DE) | 3.82% | 2.93% |
| iShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE) | 3.44% | 2.77% |
| Alphabet (GOOGL) | 1.25% | 2.73% |
| Sprott Uranium Miners UCITS ETF (U3O8.DE) | 2.53% | 2.69% |
| iShares Core Global Aggregate Bond UCITS ETF (EUNA.DE) | 3.44% | 2.67% |
| iShares Physical Gold ETC (PPFB.DE) | 2.29% | 2.67% |
| Alibaba (BABA) | 1.79% | 2.5% |
| Lam Research (LRCX) | 0.86% | 2.33% |
| TSMC (TSM) | 0.88% | 2.27% |
| Amundi Bloomberg Equal-weight Commodity ex-Agriculture UCITS ETF (LYTR.DE) | 2.29% | 2.13% |
| ASML (ASML.NV) | 1.77% | 2.09% |
| Nordea (NDA_SE.ST) | 1.77% | 2.07% |
| Tesla (TSLA) | 0.81% | 2.04% |
| Fortinet (FTNT) | 1.79% | 1.8% |
| Disney (DIS) | 1.82% | 1.71% |
| Deere (DE) | 1.81% | 1.69% |
| Johnson & Johnson (JNJ) | 1.7% | 1.67% |
| Handelsbanken (SHB-A.ST) | 1.62% | 1.66% |
| Bayer (BAYN.DE) | 2.27% | 1.65% |
| Berkshire Hathaway (BRK.B) | 1.38% | 1.62% |
| Medtronic (MDT.US) | 1.75% | 1.58% |
| BlackRock (BLK) | 1.34% | 1.55% |
| Charles Schwab (SCHW) | 1.15% | 1.53% |
| Biogen (BIIB) | 2.35% | 1.53% |
| Corteva (CTVA) | 1.62% | 1.52% |
| ASSA ABLOY (ASSA-B.ST) | 1.62% | 1.49% |
| Salesforce (CRM) | 1.44% | 1.49% |
| MercadoLibre (MELI) | 1.05% | 1.44% |
| GlaxoSmithKline (GSK) | 1.38% | 1.43% |
| Amazon (AMZN) | 0.77% | 1.43% |
| Emerson (EMR) | 1.27% | 1.42% |
| ICE (ICE) | 1.3% | 1.39% |
| Meta (META) | 0.41% | 1.37% |
| Realty Income (O) | 1.62% | 1.36% |
| Novo Nordisk (NOVO-B.CO) | 2.24% | 1.29% |
| Microsoft (MSFT) | 0.93% | 1.27% |
| BMW (BMW.DE) | 1.75% | 1.25% |
| Lockheed Martin (LMT) | 1.53% | 1.24% |
| Adobe (ADBE) | 1.82% | 1.24% |
| Nike (NKE) | 2.1% | 1.22% |
| Pfizer (PFE) | 1.86% | 1.21% |
| Amgen (AMGN) | 1.15% | 1.17% |
| Duolingo (DUOL) | 1.62% | 1.12% |
| Elekta (EKTAB.ST) | 1.62% | 1.01% |
| Comcast (CMCSA) | 1.65% | 1% |
| UnitedHealth (UNH) | 1.19% | 0.97% |
| Zimmer Biomet (ZBH) | 1.68% | 0.96% |
Cash & Instruments Over Time
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