Portfolio Diversification
Range
Most Diversified
76 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
67.8 instruments
Most Consistent Holdings
Top 5
GOOG99.86%
MSFT99.86%
AMZN99.86%
INTC99.86%
MCD99.86%
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) | 30.31% | 32.01% | 99.86% | - |
 Bitcoin (BTC) | 10.53% | 13.9% | 99.86% | - |
 NVIDIA (NVDA) | 6.16% | 10.16% | 99.86% | - |
| Microsoft (MSFT) | 3.7% | 4.03% | 99.86% | - |
| Alphabet (GOOG) | 3.36% | 4.92% | 99.86% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 3.12% | 2.65% | 99.86% | - |
 Waste Management (WM) | 2.7% | 2.63% | 99.86% | - |
 iShares MSCI EAFE ETF (EFA) | 1.88% | 1.55% | 99.86% | - |
 SPDR Gold (GLD) | 1.76% | 3.12% | 99.86% | - |
 BlackRock (BLK) | 1.59% | 1.73% | 99.86% | - |
 Cisco (CSCO) | 1.2% | 1.24% | 99.79% | - |
| Amazon (AMZN) | 1.19% | 0.92% | 99.86% | - |
 Goldman Sachs (GS) | 1.19% | 1.51% | 99.86% | - |
 Berkshire Hathaway (BRK.B) | 1.03% | 0.73% | 99.86% | - |
 Broadcom (AVGO) | 0.94% | 0.68% | 99.86% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 0.92% | 0.51% | 99.71% | - |
 SAP (SAP.DE) | 0.9% | 0.85% | 99.86% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.88% | 0.67% | 99.86% | - |
 Swiss Life (SLHN.ZU) | 0.88% | 0.52% | 99.86% | - |
 Oracle (ORCL) | 0.85% | 0.94% | 99.86% | - |
 GoDaddy (GDDY) | 0.78% | 0.36% | 99.86% | - |
 Netflix (NFLX) | 0.74% | 0.68% | 99.86% | - |
 Meta (META) | 0.74% | 0.73% | 99.79% | - |
 Visa (V) | 0.74% | 0.52% | 99.79% | - |
 PayPal (PYPL) | 0.74% | 0.37% | 99.86% | - |
 Xiaomi (1810.HK) | 0.69% | 0.88% | 99.86% | - |
 Procter & Gamble (PG) | 0.66% | 0.4% | 99.79% | - |
 Constellation Brands (STZ) | 0.63% | 0.17% | 99.86% | - |
 Activision Blizzard, Inc. (ATVI) | 0.59% | 0% | 44.54% | 10/16/2023 |
 Applied Materials (AMAT) | 0.56% | 0.16% | 99.86% | - |
 Elevance Health (ELV) | 0.56% | 0.28% | 99.79% | - |
 Unilever (ULVR.L) | 0.56% | 0.38% | 99.79% | - |
 Johnson & Johnson (JNJ) | 0.53% | 0.34% | 99.79% | - |
 L'Oréal (OR.PA) | 0.52% | 0.36% | 99.79% | - |
 Julius Baer (BAER.ZU) | 0.52% | 0.35% | 99.79% | - |
 FirstEnergy (FE) | 0.51% | 0.2% | 99.86% | - |
 Adobe (ADBE) | 0.49% | 0.13% | 99.86% | - |
 American Tower (AMT) | 0.49% | 0.26% | 99.86% | - |
 Spectrum Brands (SPB) | 0.48% | 0.1% | 99.79% | - |
 Home Depot (HD) | 0.48% | 0.04% | 99.71% | - |
| McDonald's (MCD) | 0.48% | 0.1% | 99.86% | - |
 UnitedHealth (UNH) | 0.45% | 0% | 51.61% | 1/23/2024 |
 TeamViewer (TMV.DE) | 0.45% | 0.45% | 99.86% | - |
 Vodafone (VOD) | 0.41% | 0.29% | 99.86% | - |
 Zoetis (ZTS) | 0.41% | 0.19% | 99.79% | - |
 Caterpillar (CAT) | 0.4% | 0% | 70.38% | 10/15/2024 |
 3M (MMM) | 0.38% | 0.41% | 99.86% | - |
| Intel (INTC) | 0.36% | 0.38% | 99.86% | - |
 Infineon (IFX.DE) | 0.34% | 0.04% | 99.86% | - |
 Kinder Morgan (KMI) | 0.33% | 0.29% | 99.79% | - |
 MicroStrategy (MSTR) | 0.31% | 0.1% | 99.86% | - |
 Mastercard (MA) | 0.31% | 0.04% | 99.86% | - |
 Swisscom (SCMN.ZU) | 0.3% | 0.21% | 99.86% | - |
 HeidelbergCement (HEI.DE) | 0.27% | 0% | 52.68% | 2/7/2024 |
 Alibaba (BABA) | 0.27% | 0.28% | 99.86% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.26% | 0% | 16.49% | 8/23/2022 |
 Continental (CON.DE) | 0.26% | 0.15% | 99.86% | - |
 Prologis (PLD) | 0.25% | 0.04% | 99.57% | - |
 Splunk Inc (SPLK) | 0.25% | 0% | 55.6% | 3/20/2024 |
 NXP (NXPI) | 0.24% | 0% | 32.98% | 5/3/2023 |
 Reckitt (RKT.L) | 0.24% | 0.16% | 99.86% | - |
 Simon (SPG) | 0.24% | 0.21% | 99.86% | - |
 Hasbro (HAS) | 0.22% | 0.17% | 99.79% | - |
 Danone (BN.PA) | 0.19% | 0% | 74.38% | 12/10/2024 |
 Allstate (ALL) | 0.16% | 0% | 31.83% | 4/17/2023 |
 SPDR S&P 500 ETF (SPY) | 0.16% | 0.63% | 26.05% | - |
 Dior (CDI.PA) | 0.15% | 0% | 28.05% | 2/21/2023 |
 Herbalife (HLF) | 0.14% | 0% | 38.47% | 7/19/2023 |
 Nel (NEL.OL) | 0.13% | 0% | 54.03% | 2/26/2024 |
 Booking (BKNG) | 0.12% | 0% | 29.26% | 3/10/2023 |
 Ethereum (ETH) | 0.12% | 0% | 28.05% | 2/21/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.12% | 0.25% | 45.61% | - |
 VanEck Vectors Russia ETF (RSX) | 0.08% | 0.05% | 99.86% | - |
 Incyte (INCY) | 0.06% | 0% | 16.7% | 8/26/2022 |
 Editas (EDIT) | 0.04% | 0% | 28.05% | 2/21/2023 |
 Freeport-McMoRan (FCX) | 0.04% | 0.04% | 71.81% | - |
 Daimler Truck (DTG.DE) | 0.03% | 0.06% | 40.69% | - |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.02% | 0% | 44.68% | 10/18/2023 |
 Hello Group (MOMO) | 0.02% | 0% | 28.05% | 2/21/2023 |
 Mercedes-Benz (MBG.DE) | 0.02% | 0% | 3.5% | 2/18/2022 |
 Lattice (LSCC) | 0.01% | 0.03% | 45.04% | - |
 Fluor (FLR.US) | 0.01% | 0.03% | 29.05% | - |
 UNFI (UNFI) | 0.01% | 0% | 13.99% | 9/8/2023 |
 Welltower (WELL) | 0.01% | 0.09% | 6.42% | - |
 Solventum (SOLV) | 0% | 0% | 17.42% | 12/4/2024 |
 Aumovio SE (AMV0.DE) | 0% | 0.04% | 5.14% | - |
 Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% | 0% | - |
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) | 28.03% | 29.95% |
| Bitcoin (BTC) | 13.27% | 10.03% |
| NVIDIA (NVDA) | 1.53% | 8.74% |
| Microsoft (MSFT) | 3.13% | 3.61% |
| Alphabet (GOOG) | 1.74% | 3.13% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 3.42% | 2.39% |
| Waste Management (WM) | 2.36% | 2.16% |
| SPDR Gold (GLD) | 1.92% | 1.89% |
| BlackRock (BLK) | 1.48% | 1.81% |
| Broadcom (AVGO) | 0.53% | 1.61% |
| iShares MSCI EAFE ETF (EFA) | 1.77% | 1.42% |
| Goldman Sachs (GS) | 0.71% | 1.28% |
| GoDaddy (GDDY) | 0.65% | 1.15% |
| Cisco (CSCO) | 1.12% | 1.1% |
| SAP (SAP.DE) | 0.71% | 1.06% |
| Amazon (AMZN) | 0.89% | 1.01% |
| Oracle (ORCL) | 0.47% | 0.96% |
| Xiaomi (1810.HK) | 0.89% | 0.88% |
| Berkshire Hathaway (BRK.B) | 0.62% | 0.77% |
| Meta (META) | 0.3% | 0.71% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.21% | 0.67% |
| Netflix (NFLX) | 0.47% | 0.67% |
| SPDR S&P 500 ETF (SPY) | 0.89% | 0.63% |
| PayPal (PYPL) | 1.18% | 0.6% |
| iShares UK Property UCITS ETF (IUKP.L) | 1.18% | 0.59% |
| Visa (V) | 0.53% | 0.58% |
| Procter & Gamble (PG) | 0.59% | 0.54% |
| Home Depot (HD) | 0.35% | 0.53% |
| Unilever (ULVR.L) | 0.59% | 0.45% |
| Swiss Life (SLHN.ZU) | 0.35% | 0.45% |
| Julius Baer (BAER.ZU) | 0.59% | 0.42% |
| L'Oréal (OR.PA) | 0.41% | 0.38% |
| Elevance Health (ELV) | 0.38% | 0.36% |
| Kinder Morgan (KMI) | 0.3% | 0.34% |
| Constellation Brands (STZ) | 0.41% | 0.32% |
| TeamViewer (TMV.DE) | 0.89% | 0.31% |
| American Tower (AMT) | 0.59% | 0.31% |
| Zoetis (ZTS) | 0.35% | 0.29% |
| 3M (MMM) | 0.59% | 0.29% |
| Johnson & Johnson (JNJ) | 0.35% | 0.28% |
| MicroStrategy (MSTR) | 0.12% | 0.25% |
| Vanguard S&P 500 ETF (VOO) | 0.3% | 0.25% |
| Simon (SPG) | 0.3% | 0.23% |
| Vodafone (VOD) | 0.59% | 0.23% |
| FirstEnergy (FE) | 0.3% | 0.21% |
| Swisscom (SCMN.ZU) | 0.3% | 0.21% |
| Adobe (ADBE) | 0.3% | 0.21% |
| Continental (CON.DE) | 0.59% | 0.2% |
| Intel (INTC) | 0.53% | 0.2% |
| Spectrum Brands (SPB) | 0.3% | 0.17% |
| Alibaba (BABA) | 0.59% | 0.17% |
| Reckitt (RKT.L) | 0.29% | 0.16% |
| Hasbro (HAS) | 0.3% | 0.13% |
| Applied Materials (AMAT) | 0.12% | 0.12% |
| Daimler Truck (DTG.DE) | 0.12% | 0.08% |
| VanEck Vectors Russia ETF (RSX) | 0.3% | 0.05% |
| Mastercard (MA) | 0.06% | 0.05% |
| Prologis (PLD) | 0.06% | 0.04% |
| Freeport-McMoRan (FCX) | 0.06% | 0.04% |
| Fluor (FLR.US) | 0.06% | 0.04% |
| Infineon (IFX.DE) | 0.06% | 0.04% |
| McDonald's (MCD) | 0.06% | 0.04% |
| Lattice (LSCC) | 0.06% | 0.03% |
| Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% |