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Portfolio Diversification
Range
Most Diversified
16 instruments
March 25, 2023
Least Diversified
1 instruments
April 5, 2024
Average
5.7 instruments
Most Consistent Holdings
Top 5
NVDA61.32%
ROG.ZU58.01%
TSLA56.01%
ILMN39.29%
EWL30.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 31.25% | 0% | 61.32% | 1/7/2026 |
| Tesla (TSLA) | 17.35% | 16.41% | 56.01% | - |
| Roche (ROG.ZU) | 10.28% | 5.5% | 58.01% | - |
| Illumina (ILMN) | 5.78% | 0% | 39.29% | 4/4/2024 |
 Amazon (AMZN) | 4.75% | 0% | 19.08% | 9/8/2023 |
 SPDR MSCI World Technology UCITS ETF USD Acc (EUR) (WTEC.L) | 3% | 13.9% | 29.97% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.94% | 12.64% | 29.97% | - |
 Microsoft (MSFT) | 2.79% | 0% | 12.46% | 9/8/2023 |
| iShares MSCI Switzerland ETF (EWL) | 2.63% | 8.93% | 30.05% | - |
 iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 2.43% | 11.32% | 29.97% | - |
 iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 2.25% | 12.82% | 29.97% | - |
 Berkshire Hathaway (BRK.B) | 1.07% | 3.16% | 24.48% | - |
 EUR/CHF (EURCHF) | 0.92% | 0% | 8.97% | 4/17/2023 |
 Intel (INTC) | 0.84% | 0% | 8.45% | 8/23/2023 |
 ASML (ASML) | 0.6% | 0% | 8.62% | 8/17/2023 |
 Cadence (CDNS) | 0.56% | 0% | 6.71% | 5/27/2025 |
 Alphabet (GOOGL) | 0.51% | 0% | 20.21% | 8/25/2023 |
 Eli Lilly (LLY) | 0.47% | 0% | 8.97% | 7/25/2025 |
 CoreWeave Inc (CRWV) | 0.41% | 0% | 12.02% | 2/25/2026 |
 GlaxoSmithKline (GSK) | 0.37% | 0% | 8.97% | 4/17/2023 |
 TSMC (TSM) | 0.33% | 0% | 3.14% | 2/7/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.33% | 0% | 3.83% | 5/26/2025 |
 Alphabet (GOOG) | 0.23% | 0% | 2.96% | 3/16/2023 |
 ExxonMobil (XOM) | 0.19% | 0% | 9.15% | 8/25/2023 |
 Johnson & Johnson (JNJ) | 0.16% | 0% | 3.31% | 4/24/2023 |
 Pfizer (PFE) | 0.14% | 0% | 3.57% | 5/5/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.12% | 0% | 7.23% | 6/8/2023 |
 Takeda (TAK) | 0.12% | 0% | 1.48% | 3/27/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0.1% | 0% | 2.18% | 5/9/2023 |
 Salesforce (CRM) | 0.09% | 8.76% | 1.31% | - |
 McKesson (MCK) | 0.09% | 0% | 1.83% | 3/31/2023 |
 Shell (SHEL.L) | 0.08% | 1.9% | 4.36% | - |
 Airbnb (ABNB) | 0.08% | 0% | 1.83% | 4/20/2023 |
 Ethereum (ETH) | 0.07% | 0% | 10.54% | 5/5/2023 |
 Merck (MRK) | 0.07% | 0% | 0.78% | 4/6/2023 |
 Moderna (MRNA) | 0.03% | 0% | 0.78% | 4/21/2023 |
 UniCredit (UCG.MI) | 0.03% | 0% | 0.26% | 3/27/2023 |
 iShares Global Healthcare ETF (IXJ) | 0.03% | 0% | 0.44% | 7/30/2025 |
 USD/CHF (USDCHF) | 0.02% | 0% | 3.31% | 9/8/2025 |
 Akzo Nobel (AKZA.NV) | 0.01% | 0% | 1.48% | 1/18/2023 |
 Brookfield (BAM) | 0.01% | 0% | 1.22% | 9/8/2023 |
 Leonardo (LDO.MI) | 0.01% | 0% | 2.53% | 10/10/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.09% | 6/23/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.01% | 0% | 0.09% | 4/11/2025 |
 Mastercard (MA) | 0% | 0% | 0.09% | 1/13/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 19.97% | 21.45% |
| NVIDIA (NVDA) | 14.05% | 17.64% |
| SPDR MSCI World Technology UCITS ETF USD Acc (EUR) (WTEC.L) | 11.38% | 11.45% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10.89% | 10.6% |
| iShares Core MSCI Pacific ex-Japan UCITS ETF (SXR1.DE) | 10.52% | 9.34% |
| iShares MSCI Switzerland ETF (EWL) | 9.9% | 9.12% |
| iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 6.77% | 7.26% |
| Roche (ROG.ZU) | 5.57% | 5.97% |
| Berkshire Hathaway (BRK.B) | 4.64% | 3.9% |
| CoreWeave Inc (CRWV) | 6.31% | 2.62% |
Cash & Instruments Over Time
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