Portfolio Diversification
Range
Most Diversified
67 instruments
November 12, 2024
Least Diversified
32 instruments
April 30, 2025
Average
52.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
META100%
MSFT100%
MCD100%
EA100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core MSCI World UCITS ETF (SWDA.L) | 23.63% | 21.23% | 100% | - |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 14.64% | 13.75% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 5.52% | 5.25% | 99.92% | - |
 iShares Core U.S. REIT ETF (USRT) | 4.98% | 3.69% | 100% | - |
 Visa (V) | 2.45% | 2.47% | 99.92% | - |
| Microsoft (MSFT) | 1.69% | 1.79% | 100% | - |
 Unilever (ULVR.L) | 1.46% | 1.5% | 100% | - |
 AbbVie (ABBV) | 1.24% | 1.02% | 99.92% | - |
 First Solar (FSLR) | 1.24% | 0.87% | 99.92% | - |
 Merck (MRK) | 1.23% | 0.68% | 99.92% | - |
| Apple (AAPL) | 1.19% | 0.96% | 100% | - |
 AstraZeneca (AZN.L) | 1.19% | 0.82% | 99.92% | - |
 AMD (AMD) | 1.16% | 1.05% | 100% | - |
 ConEd (ED) | 1.15% | 0.86% | 100% | - |
 Coca-Cola (KO) | 1.06% | 0.86% | 99.92% | - |
 SMA (S92.DE) | 1.04% | 0.33% | 100% | - |
| McDonald's (MCD) | 1.02% | 0.77% | 100% | - |
 Alphabet (GOOG) | 0.97% | 0.92% | 99.84% | - |
 PepsiCo (PEP) | 0.96% | 0.53% | 99.92% | - |
| Meta (META) | 0.87% | 1.38% | 100% | - |
 Johnson & Johnson (JNJ) | 0.87% | 0.59% | 99.92% | - |
| EA (EA) | 0.87% | 0.74% | 100% | - |
 GSK (GSK.L) | 0.85% | 0.53% | 99.92% | - |
 Bristol-Myers Squibb (BMY) | 0.85% | 0.45% | 100% | - |
 Sony (SONY) | 0.84% | 0.86% | 99.92% | - |
 Pfizer (PFE) | 0.82% | 0.38% | 99.92% | - |
 Take-Two (TTWO) | 0.8% | 0.94% | 100% | - |
 NextEra (NEE) | 0.8% | 0.55% | 99.92% | - |
 Nestle (NESN.ZU) | 0.79% | 0.41% | 99.92% | - |
 Nintendo (NTDOY) | 0.79% | 1.08% | 99.92% | - |
 Amazon (AMZN) | 0.78% | 0.85% | 99.92% | - |
 Deutsche Bank (DB) | 0.75% | 1.92% | 61.59% | - |
 JPMorgan (JPM) | 0.72% | 1.36% | 63.85% | - |
 UBS (UBS) | 0.71% | 1.07% | 63.93% | - |
 Santander (SAN.MC) | 0.7% | 1.53% | 61.51% | - |
 Bank of America (BAC) | 0.64% | 1.1% | 61.59% | - |
 HSBC (HSBA.L) | 0.62% | 1.05% | 63.77% | - |
 Canadian Solar (CSIQ) | 0.61% | 0.19% | 99.92% | - |
 Costco (COST) | 0.61% | 1.19% | 52.5% | - |
 ING (INGA.NV) | 0.58% | 1.06% | 59.34% | - |
 Citi (C) | 0.58% | 1.15% | 59.42% | - |
 Bank of China (3988.HK) | 0.57% | 0.99% | 63.85% | - |
 BNP Paribas (BNP.PA) | 0.55% | 0.86% | 63.77% | - |
 Intel (INTC) | 0.55% | 0.27% | 99.92% | - |
 Walmart (WMT) | 0.54% | 1.19% | 52.25% | - |
 Caterpillar (CAT) | 0.51% | 0.93% | 54.35% | - |
 CCB (0939.HK) | 0.5% | 0.99% | 61.51% | - |
 Procter & Gamble (PG) | 0.49% | 0.71% | 56.76% | - |
 Coinbase (COIN) | 0.48% | 1.65% | 40.18% | - |
 Activision Blizzard, Inc. (ATVI) | 0.47% | 0% | 50.24% | 10/16/2023 |
 Vinci (DG.PA) | 0.46% | 0.82% | 54.27% | - |
 Ubisoft (UBI.PA) | 0.46% | 0.11% | 99.92% | - |
 Ahold (AD.NV) | 0.43% | 0.83% | 52.5% | - |
 Corsair (CRSR) | 0.41% | 0.2% | 99.92% | - |
 Tesla (TSLA) | 0.4% | 1.12% | 40.18% | - |
 BioNTech SE (BNTX) | 0.37% | 0.23% | 100% | - |
 Toyota (TM) | 0.36% | 0.64% | 45.09% | - |
 Philip Morris (PM) | 0.33% | 1.23% | 33.25% | - |
 Lockheed Martin (LMT) | 0.26% | 0.66% | 33.25% | - |
 Berkshire Hathaway (BRK.B) | 0.26% | 0.79% | 31.08% | - |
 PayPal (PYPL) | 0.25% | 0.17% | 100% | - |
 BMW (BMW.DE) | 0.25% | 0.48% | 40.18% | - |
 Honeywell (HON) | 0.23% | 0.73% | 31.16% | - |
 Airbus (AIR.PA) | 0.23% | 0.9% | 28.1% | - |
 Heineken (HEIA.NV) | 0.2% | 0.51% | 33.01% | - |
 ASML (ASML.NV) | 0.14% | 0.68% | 20.05% | - |
 FedEx (FDX) | 0.11% | 0.53% | 18.36% | - |
 Songbird (SGB) | 0.09% | 0.05% | 75.28% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 19.08% | 22.42% |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 9.33% | 14.24% |
| SPDR S&P 500 ETF (SPY) | 4.67% | 5.41% |
| iShares Core U.S. REIT ETF (USRT) | 4.67% | 4.06% |
| Visa (V) | 2.33% | 2.42% |
| Microsoft (MSFT) | 1.4% | 1.65% |
| Unilever (ULVR.L) | 1.87% | 1.64% |
| Tesla (TSLA) | 0.93% | 1.51% |
| Apple (AAPL) | 0.93% | 1.29% |
| Coinbase (COIN) | 0.93% | 1.26% |
| JPMorgan (JPM) | 0.93% | 1.23% |
| Costco (COST) | 0.93% | 1.19% |
| Walmart (WMT) | 0.93% | 1.19% |
| Meta (META) | 0.93% | 1.19% |
| Deutsche Bank (DB) | 0.93% | 1.16% |
| Bank of America (BAC) | 0.93% | 1.11% |
| First Solar (FSLR) | 0.93% | 1.09% |
| AbbVie (ABBV) | 0.93% | 1.07% |
| Alphabet (GOOG) | 0.93% | 1.07% |
| UBS (UBS) | 0.93% | 1.05% |
| Citi (C) | 0.93% | 1.04% |
| Santander (SAN.MC) | 0.93% | 1% |
| HSBC (HSBA.L) | 0.93% | 0.98% |
| AMD (AMD) | 0.93% | 0.96% |
| Caterpillar (CAT) | 0.93% | 0.94% |
| Merck (MRK) | 0.93% | 0.93% |
| Bank of China (3988.HK) | 0.93% | 0.91% |
| Amazon (AMZN) | 0.93% | 0.91% |
| AstraZeneca (AZN.L) | 0.93% | 0.9% |
| ING (INGA.NV) | 0.93% | 0.89% |
| Philip Morris (PM) | 0.93% | 0.88% |
| CCB (0939.HK) | 0.93% | 0.87% |
| ConEd (ED) | 0.93% | 0.84% |
| Airbus (AIR.PA) | 0.93% | 0.83% |
| McDonald's (MCD) | 0.93% | 0.83% |
| Coca-Cola (KO) | 0.93% | 0.82% |
| Procter & Gamble (PG) | 0.93% | 0.81% |
| Berkshire Hathaway (BRK.B) | 0.93% | 0.8% |
| Ahold (AD.NV) | 0.93% | 0.78% |
| Honeywell (HON) | 0.93% | 0.78% |
| Take-Two (TTWO) | 0.93% | 0.78% |
| Toyota (TM) | 0.93% | 0.76% |
| Lockheed Martin (LMT) | 0.93% | 0.75% |
| EA (EA) | 0.93% | 0.75% |
| Sony (SONY) | 0.93% | 0.75% |
| ASML (ASML.NV) | 0.93% | 0.73% |
| Nintendo (NTDOY) | 0.93% | 0.72% |
| BNP Paribas (BNP.PA) | 0.93% | 0.71% |
| Vinci (DG.PA) | 0.93% | 0.7% |
| FedEx (FDX) | 0.93% | 0.7% |
| PepsiCo (PEP) | 0.93% | 0.67% |
| Bristol-Myers Squibb (BMY) | 0.93% | 0.6% |
| NextEra (NEE) | 0.93% | 0.6% |
| Johnson & Johnson (JNJ) | 0.93% | 0.6% |
| GSK (GSK.L) | 0.93% | 0.57% |
| BMW (BMW.DE) | 0.93% | 0.56% |
| Heineken (HEIA.NV) | 0.93% | 0.54% |
| Pfizer (PFE) | 0.93% | 0.45% |
| Nestle (NESN.ZU) | 0.93% | 0.44% |
| SMA (S92.DE) | 0.93% | 0.28% |
| BioNTech SE (BNTX) | 0.93% | 0.26% |
| Intel (INTC) | 0.93% | 0.25% |
| Ubisoft (UBI.PA) | 0.93% | 0.23% |
| PayPal (PYPL) | 0.93% | 0.21% |
| Canadian Solar (CSIQ) | 0.93% | 0.2% |
| Corsair (CRSR) | 0.93% | 0.15% |
| Songbird (SGB) | 0.2% | 0.09% |