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Portfolio Diversification
Range
Most Diversified
14 instruments
July 5, 2024
Least Diversified
0 instruments
January 6, 2022
Average
5 instruments
Most Consistent Holdings
Top 5
SWDA.L53.32%
NKE30.08%
BRK.B30.08%
ABBV30.08%
PYPL30.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 6, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 ConquiCapital | 35.61% | 0% | 43.62% | 7/4/2024 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 15.98% | 0% | 53.32% | 10/27/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 2.22% | 0% | 30.08% | 10/25/2024 |
 ASML (ASML) | 2.18% | 0% | 23.24% | 10/27/2025 |
 ASML (ASML.NV) | 2.12% | 0% | 30.08% | 10/25/2024 |
 DocuSign (DOCU) | 1.95% | 0% | 30.08% | 10/25/2024 |
 Airbnb (ABNB) | 1.94% | 0% | 30.08% | 10/25/2024 |
| AbbVie (ABBV) | 1.79% | 0% | 30.08% | 10/25/2024 |
| Berkshire Hathaway (BRK.B) | 1.75% | 0% | 30.08% | 10/25/2024 |
| PayPal (PYPL) | 1.74% | 0% | 30.08% | 10/25/2024 |
 Booking (BKNG) | 1.6% | 0% | 14.78% | 10/27/2025 |
 Nu (NU) | 1.55% | 0% | 17.19% | 10/27/2025 |
 iShares Gold Trust (IAU) | 1.29% | 0% | 23.24% | 10/27/2025 |
 Salesforce (CRM) | 1.27% | 0% | 14.78% | 10/27/2025 |
 Garmin (GRMN) | 1.12% | 0% | 17.19% | 10/27/2025 |
 UnitedHealth (UNH) | 0.97% | 0% | 10.35% | 10/27/2025 |
| Nike (NKE) | 0.79% | 0% | 30.08% | 10/25/2024 |
 Coca-Cola (KO) | 0.75% | 0% | 7.94% | 10/27/2025 |
 S&P Global (SPGI) | 0.36% | 0% | 7.29% | 10/25/2024 |
 Cigna (CI) | 0.35% | 0% | 7.29% | 10/25/2024 |
 Alibaba (BABA) | 0.33% | 0% | 7.29% | 10/25/2024 |
 Paycom (PAYC) | 0.3% | 0% | 7.29% | 10/25/2024 |
 Rentokil (RTO.L) | 0.28% | 0% | 7.29% | 10/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|
Cash & Instruments Over Time
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