Portfolio Diversification
Range
Most Diversified
36 instruments
September 30, 2025
Least Diversified
11 instruments
January 2, 2023
Average
24.3 instruments
Most Consistent Holdings
Top 5
GOOG100%
AMZN100%
BRK.B100%
BABA100%
NESN.ZU100%
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) | 12.53% | 12.68% | 100% | - |
| Alphabet (GOOG) | 9.58% | 7.19% | 100% | - |
| Amazon (AMZN) | 7.95% | 0.75% | 100% | - |
 iShares Core S&P 500 ETF (IVV) | 6.41% | 2.87% | 83.33% | - |
 Realty Income (O) | 5.42% | 3.4% | 81.26% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 5.33% | 7.34% | 71.6% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.01% | 3.55% | 81.26% | - |
 Microsoft (MSFT) | 4.53% | 1.63% | 94.38% | - |
 Coca-Cola (KO) | 3.88% | 1.76% | 92.41% | - |
| Nestle (NESN.ZU) | 3.46% | 1.7% | 100% | - |
| Alibaba (BABA) | 3.33% | 0.9% | 100% | - |
 Nike (NKE) | 3.1% | 1.89% | 89.05% | - |
 iShares Core Growth Allocation ETF (AOR) | 2.29% | 2.47% | 76.04% | - |
 Meta (META) | 2.26% | 0% | 72.98% | 1/23/2025 |
 3M (MMM) | 2.26% | 0.91% | 97.83% | - |
 Deutsche Bank (DB) | 1.99% | 0% | 79.98% | 10/8/2025 |
 C3.ai (AI) | 1.93% | 0.72% | 80.57% | - |
 Johnson & Johnson (JNJ) | 1.74% | 0.93% | 86.39% | - |
| Berkshire Hathaway (BRK.B) | 1.7% | 1.65% | 100% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.59% | 4.79% | 26.82% | - |
 CHCT (CHCT) | 1.58% | 2.63% | 50.79% | - |
 Tesla (TSLA) | 1.32% | 0% | 20.71% | 8/2/2023 |
 Starbucks (SBUX) | 1.32% | 0.61% | 96.35% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 1.28% | 1.73% | 56.21% | - |
 Pfizer (PFE) | 1.09% | 1.92% | 41.42% | - |
 Ethereum (ETH) | 1.06% | 4.09% | 32.84% | - |
 LVMH (MC.PA) | 0.85% | 2.42% | 44.67% | - |
 Trade Desk (TTD) | 0.67% | 0% | 18.74% | 7/13/2023 |
 Broadcom (AVGO) | 0.66% | 2.1% | 26.33% | - |
 Solana (SOL) | 0.65% | 1.49% | 33.53% | - |
 ChargePoint (CHPT) | 0.6% | 0% | 94.77% | 8/29/2025 |
 Toyota (TM) | 0.35% | 1.68% | 19.03% | - |
 Porsche (P911.DE) | 0.29% | 1.28% | 19.03% | - |
 iShares China Large-Cap ETF (FXI) | 0.2% | 1.67% | 11.83% | - |
 UnitedHealth (UNH) | 0.19% | 4.18% | 4.83% | - |
 PepsiCo (PEP) | 0.19% | 1.94% | 10.16% | - |
 Novo-Nordisk (NVO) | 0.13% | 2% | 7% | - |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 0.12% | 2.98% | 4.04% | - |
 Decentraland (MANA) | 0.11% | 0% | 94.77% | 8/29/2025 |
 iShares US Treasury Bond ETF (GOVT) | 0.09% | 2.12% | 4.14% | - |
 Petrobras (PBR) | 0.07% | 5.08% | 2.17% | - |
 Solventum (SOLV) | 0.05% | 0% | 23.18% | 11/25/2024 |
 iShares Silver Trust (SLV) | 0.01% | 2.68% | 0.49% | - |
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% |