Portfolio Diversification
Range
Most Diversified
8 instruments
January 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
4.8 instruments
Most Consistent Holdings
Top 5
SX5EEX.DE71.5%
JPST67.88%
GLD66.84%
IS3M.DE56.48%
VOW3.DE47.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares EUR Ultrashort Bond UCITS ETF (IS3M.DE) | 15.47% | 0% | 56.48% | 2/1/2025 |
| JPMorgan Ultra-Short Income ETF (JPST) | 8.71% | 0% | 67.88% | 2/1/2025 |
| iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 7.95% | 0% | 71.5% | 2/1/2025 |
| SPDR Gold (GLD) | 6.82% | 0% | 66.84% | 2/1/2025 |
 Credit Agricole (ACA.PA) | 5.62% | 0% | 39.38% | 6/28/2024 |
 LVMH (MC.PA) | 5.38% | 0% | 21.5% | 4/3/2024 |
| Volkswagen (VOW3.DE) | 5.23% | 0% | 47.93% | 8/12/2024 |
 Mercedes-Benz (MBG.DE) | 2.59% | 0% | 26.94% | 8/5/2024 |
 Bitcoin (BTC) | 2.32% | 0% | 19.95% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 2.1% | 0% | 20.98% | 4/17/2024 |
 Invesco QQQ (QQQ) | 1.88% | 0% | 19.43% | 4/11/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.21% | 0% | 9.33% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 0.61% | 0% | 5.7% | 7/10/2024 |
 BNP Paribas (BNP.PA) | 0.24% | 0% | 2.59% | 6/28/2024 |
 Bayer (BAYN.DE) | 0.08% | 0% | 0.78% | 1/29/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares EUR Ultrashort Bond UCITS ETF (IS3M.DE) | 27.86% | 27.99% |
| JPMorgan Ultra-Short Income ETF (JPST) | 12.99% | 12.99% |
| iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 12.89% | 12.94% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 12.89% | 12.75% |
| SPDR Gold (GLD) | 9.48% | 10.41% |