Portfolio Diversification
Range
Most Diversified
36 instruments
September 30, 2025
Least Diversified
0 instruments
November 12, 2025
Average
24.7 instruments
Most Consistent Holdings
Top 5
GOOG99.53%
AMZN99.53%
BRK.B99.53%
NESN.ZU99.53%
BTC99.53%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 12.48% | 12.53% | 99.53% | - |
| Alphabet (GOOG) | 9.45% | 7.81% | 99.53% | - |
| Amazon (AMZN) | 7.59% | 0.79% | 99.53% | - |
 iShares Core S&P 500 ETF (IVV) | 6.23% | 2.94% | 83.69% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 5.37% | 6.7% | 72.54% | - |
 Realty Income (O) | 5.33% | 4.86% | 81.72% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.93% | 3.68% | 81.72% | - |
 Microsoft (MSFT) | 4.37% | 1.52% | 94.1% | - |
 Coca-Cola (KO) | 3.77% | 1.83% | 92.31% | - |
| Nestle (NESN.ZU) | 3.36% | 1.58% | 99.53% | - |
 Alibaba (BABA) | 3.2% | 0.81% | 99.44% | - |
 Nike (NKE) | 3.02% | 1.91% | 89.13% | - |
 iShares Core Growth Allocation ETF (AOR) | 2.29% | 2.52% | 76.76% | - |
 3M (MMM) | 2.19% | 1% | 97.38% | - |
 Meta (META) | 2.15% | 0% | 69.35% | 1/23/2025 |
 Deutsche Bank (DB) | 1.89% | 0% | 76.01% | 10/8/2025 |
 C3.ai (AI) | 1.86% | 0.6% | 81.07% | - |
 Johnson & Johnson (JNJ) | 1.69% | 1.03% | 86.6% | - |
| Berkshire Hathaway (BRK.B) | 1.69% | 1.68% | 99.53% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.68% | 3.42% | 29.8% | - |
 CHCT (CHCT) | 1.63% | 2.9% | 52.76% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.3% | 1.74% | 57.92% | - |
 Starbucks (SBUX) | 1.28% | 0.62% | 95.97% | - |
 Tesla (TSLA) | 1.26% | 0% | 19.68% | 8/2/2023 |
 Ethereum (ETH) | 1.2% | 4.53% | 35.71% | - |
 Pfizer (PFE) | 1.12% | 2.03% | 43.86% | - |
 LVMH (MC.PA) | 0.92% | 2.49% | 46.95% | - |
 Broadcom (AVGO) | 0.72% | 2.19% | 29.52% | - |
 Solana (SOL) | 0.67% | 1.05% | 36.36% | - |
 Trade Desk (TTD) | 0.64% | 0% | 17.81% | 7/13/2023 |
 ChargePoint (CHPT) | 0.57% | 0% | 90.07% | 8/29/2025 |
 Toyota (TM) | 0.41% | 1.76% | 22.59% | - |
 UnitedHealth (UNH) | 0.36% | 3.96% | 9.09% | - |
 Petrobras (PBR) | 0.31% | 5.34% | 6.56% | - |
 Porsche (P911.DE) | 0.3% | 0% | 19.49% | 11/5/2025 |
 PepsiCo (PEP) | 0.27% | 1.92% | 14.06% | - |
 iShares China Large-Cap ETF (FXI) | 0.27% | 1.63% | 15.65% | - |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.25% | 2.97% | 8.34% | - |
 Novo-Nordisk (NVO) | 0.2% | 1.82% | 11.15% | - |
 iShares US Treasury Bond ETF (GOVT) | 0.18% | 2.12% | 8.34% | - |
 iShares Silver Trust (SLV) | 0.13% | 3.19% | 4.87% | - |
 Decentraland (MANA) | 0.1% | 0% | 90.07% | 8/29/2025 |
 Solventum (SOLV) | 0.04% | 0% | 22.02% | 11/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 4.97% | 12.8% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 6.7% | 7.32% |
| Alphabet (GOOG) | 5.51% | 7.27% |
| iShares Core S&P 500 ETF (IVV) | 5.68% | 6.43% |
| Schwab US Dividend Equity ETF (SCHD) | 6.89% | 6.18% |
| Amazon (AMZN) | 3.92% | 5.75% |
| Realty Income (O) | 6.54% | 5.16% |
| Ethereum (ETH) | 4.9% | 4.06% |
| Microsoft (MSFT) | 3.61% | 3.82% |
| iShares Core Growth Allocation ETF (AOR) | 4.26% | 3.73% |
| Nike (NKE) | 5.13% | 3.65% |
| Pfizer (PFE) | 4.4% | 3.54% |
| CHCT (CHCT) | 4.64% | 3.48% |
| Meta (META) | 2.67% | 2.94% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 3.43% | 2.93% |
| Coca-Cola (KO) | 3.13% | 2.75% |
| Solana (SOL) | 3.55% | 2.52% |
| Alibaba (BABA) | 2.91% | 2.45% |
| C3.ai (AI) | 3.13% | 2.3% |
| Nestle (NESN.ZU) | 3.2% | 1.99% |
| LVMH (MC.PA) | 2.42% | 1.98% |
| Deutsche Bank (DB) | 1.42% | 1.92% |
| Berkshire Hathaway (BRK.B) | 1.52% | 1.45% |
| 3M (MMM) | 1.42% | 1.3% |
| Johnson & Johnson (JNJ) | 1.53% | 1.2% |
| Starbucks (SBUX) | 1.28% | 1.12% |
| Decentraland (MANA) | 0.43% | 0.05% |
| ChargePoint (CHPT) | 0.71% | 0.05% |