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Portfolio Diversification
Range
Most Diversified
10 instruments
October 11, 2025
Least Diversified
0 instruments
January 27, 2025
Average
7.1 instruments
Most Consistent Holdings
Top 5
SXRL.DE97.12%
IDEM.L59.42%
SXR8.DE59.42%
VERX.DE59.42%
IUSQ.DE54.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 27, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 17.77% | 0% | 54.77% | 10/10/2025 |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 10.94% | 0% | 59.42% | 10/31/2025 |
| Vanguard FTSE Developed Europe ex UK UCITS ETF (VERX.DE) | 8.12% | 0% | 59.42% | 10/31/2025 |
 Chipotle (CMG) | 6.34% | 12.77% | 52.11% | - |
 Check Point (CHKP) | 6.07% | 9.41% | 54.32% | - |
 Globant (GLOB) | 5.79% | 15% | 54.32% | - |
 Qifu Technology (QFIN) | 5.64% | 16.78% | 53.44% | - |
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 5.64% | 4.36% | 97.12% | - |
 ICE (ICE) | 5.14% | 12.79% | 42.57% | - |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 4.29% | 0% | 59.42% | 10/31/2025 |
 Alibaba (BABA) | 3.08% | 11.76% | 25.5% | - |
 Arthur J. Gallagher (AJG) | 3.06% | 8.75% | 34.81% | - |
 Copart (CPRT) | 3.04% | 8.33% | 34.81% | - |
 Deere (DE) | 2.52% | 0% | 21.29% | 1/14/2026 |
 Royal Caribbean (RCL) | 0.85% | 0% | 7.76% | 12/19/2025 |
 Tmc (TMC) | 0.2% | 0% | 1.77% | 8/26/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Chipotle (CMG) | 12.77% | 11.94% |
| ICE (ICE) | 10.65% | 11.79% |
| Deere (DE) | 10.65% | 11.66% |
| Alibaba (BABA) | 11.07% | 11.45% |
| Check Point (CHKP) | 10.65% | 11.26% |
| Globant (GLOB) | 10.65% | 10.93% |
| Arthur J. Gallagher (AJG) | 8.51% | 9.25% |
| Copart (CPRT) | 8.52% | 8.72% |
| Qifu Technology (QFIN) | 12.77% | 8.7% |
| iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 3.41% | 3.92% |
Cash & Instruments Over Time
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