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Portfolio Diversification
Range
Most Diversified
76 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
67.2 instruments
Most Consistent Holdings
Top 5
GOOG99.42%
MSFT99.42%
AMZN99.42%
INTC99.42%
MCD99.42%
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) | 30.87% | 34.84% | 99.42% | - |
 Bitcoin (BTC) | 10.72% | 12.01% | 99.42% | - |
 NVIDIA (NVDA) | 7.17% | 11.93% | 99.42% | - |
| Microsoft (MSFT) | 3.7% | 4.34% | 99.42% | - |
| Alphabet (GOOG) | 3.65% | 4.14% | 99.42% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 3.07% | 2.75% | 99.42% | - |
 Waste Management (WM) | 2.68% | 2.73% | 99.42% | - |
 SPDR Gold (GLD) | 1.98% | 2.31% | 99.42% | - |
 iShares MSCI EAFE ETF (EFA) | 1.82% | 1.57% | 99.42% | - |
 BlackRock (BLK) | 1.6% | 1.77% | 99.42% | - |
 Cisco (CSCO) | 1.26% | 1.56% | 99.37% | - |
| Amazon (AMZN) | 1.16% | 1.05% | 99.42% | - |
 Goldman Sachs (GS) | 1.14% | 0.87% | 99.42% | - |
 Berkshire Hathaway (BRK.B) | 0.96% | 0.74% | 99.42% | - |
 SAP (SAP.DE) | 0.85% | 0.8% | 99.42% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.85% | 0.71% | 99.42% | - |
 Broadcom (AVGO) | 0.84% | 0.37% | 99.42% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 0.84% | 0.5% | 99.25% | - |
 Oracle (ORCL) | 0.82% | 0.59% | 99.42% | - |
 Swiss Life (SLHN.ZU) | 0.81% | 0.53% | 99.42% | - |
 Meta (META) | 0.73% | 0.66% | 99.37% | - |
 Visa (V) | 0.7% | 0.65% | 99.37% | - |
 GoDaddy (GDDY) | 0.68% | 0.3% | 99.42% | - |
 Xiaomi (1810.HK) | 0.68% | 0.55% | 99.42% | - |
 PayPal (PYPL) | 0.65% | 0.33% | 99.42% | - |
 Netflix (NFLX) | 0.63% | 0.06% | 99.42% | - |
 Procter & Gamble (PG) | 0.61% | 0.42% | 99.37% | - |
 Constellation Brands (STZ) | 0.54% | 0.16% | 99.42% | - |
 Unilever (ULVR.L) | 0.52% | 0.35% | 99.37% | - |
 Elevance Health (ELV) | 0.51% | 0.33% | 99.37% | - |
 Applied Materials (AMAT) | 0.5% | 0.23% | 99.42% | - |
 Johnson & Johnson (JNJ) | 0.5% | 0.43% | 99.37% | - |
 Julius Baer (BAER.ZU) | 0.5% | 0.41% | 99.37% | - |
 L'Oréal (OR.PA) | 0.49% | 0.08% | 99.37% | - |
 Activision Blizzard, Inc. (ATVI) | 0.48% | 0% | 36.01% | 10/16/2023 |
 TeamViewer (TMV.DE) | 0.45% | 0.58% | 99.42% | - |
 FirstEnergy (FE) | 0.45% | 0.2% | 99.42% | - |
 American Tower (AMT) | 0.44% | 0.26% | 99.42% | - |
 Adobe (ADBE) | 0.42% | 0.1% | 99.42% | - |
 Spectrum Brands (SPB) | 0.42% | 0.14% | 99.31% | - |
| McDonald's (MCD) | 0.41% | 0.08% | 99.42% | - |
| Intel (INTC) | 0.4% | 0.51% | 99.42% | - |
 Home Depot (HD) | 0.4% | 0.04% | 99.25% | - |
 Vodafone (VOD) | 0.4% | 0.35% | 99.42% | - |
 3M (MMM) | 0.38% | 0.42% | 99.42% | - |
 UnitedHealth (UNH) | 0.37% | 0% | 41.72% | 1/23/2024 |
 Zoetis (ZTS) | 0.36% | 0.12% | 99.37% | - |
 Caterpillar (CAT) | 0.32% | 0% | 56.9% | 10/15/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.3% | 1.2% | 39.76% | - |
 Infineon (IFX.DE) | 0.29% | 0.05% | 99.42% | - |
 Swisscom (SCMN.ZU) | 0.29% | 0.25% | 99.42% | - |
 Kinder Morgan (KMI) | 0.27% | 0% | 80.9% | 12/8/2025 |
 MicroStrategy (MSTR) | 0.26% | 0.06% | 99.42% | - |
 Alibaba (BABA) | 0.26% | 0.16% | 99.42% | - |
 Mastercard (MA) | 0.25% | 0.05% | 99.42% | - |
 Continental (CON.DE) | 0.23% | 0.15% | 99.42% | - |
 Simon (SPG) | 0.23% | 0.23% | 99.42% | - |
 Reckitt (RKT.L) | 0.22% | 0.13% | 99.42% | - |
 HeidelbergCement (HEI.DE) | 0.22% | 0% | 42.59% | 2/7/2024 |
 Prologis (PLD) | 0.21% | 0.07% | 99.13% | - |
 Hasbro (HAS) | 0.21% | 0.23% | 99.37% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.21% | 0% | 13.33% | 8/23/2022 |
 Splunk Inc (SPLK) | 0.2% | 0% | 44.95% | 3/20/2024 |
 NXP (NXPI) | 0.2% | 0% | 26.66% | 5/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.19% | 0.66% | 55.57% | - |
 Danone (BN.PA) | 0.15% | 0% | 60.13% | 12/10/2024 |
 Allstate (ALL) | 0.13% | 0% | 25.74% | 4/17/2023 |
 Dior (CDI.PA) | 0.12% | 0% | 22.68% | 2/21/2023 |
 Herbalife (HLF) | 0.12% | 0% | 31.1% | 7/19/2023 |
 Nel (NEL.OL) | 0.11% | 0% | 43.68% | 2/26/2024 |
 Booking (BKNG) | 0.1% | 0% | 23.66% | 3/10/2023 |
 Ethereum (ETH) | 0.1% | 0% | 22.68% | 2/21/2023 |
 VanEck Vectors Russia ETF (RSX) | 0.08% | 0.04% | 99.42% | - |
 iShares STOXX Europe 600 Basic Resources UCITS ETF (SXPPEX.DE) | 0.07% | 0.38% | 16.85% | - |
 Incyte (INCY) | 0.05% | 0% | 13.5% | 8/26/2022 |
 Daimler Truck (DTG.DE) | 0.04% | 0.07% | 51.59% | - |
 Freeport-McMoRan (FCX) | 0.04% | 0% | 74.21% | 9/17/2026 |
 Editas (EDIT) | 0.03% | 0% | 22.68% | 2/21/2023 |
 Welltower (WELL.US) | 0.03% | 0.27% | 23.89% | - |
 iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 0.03% | 0.29% | 18.47% | - |
 iShares Ultrashort Bond UCITS ETF (IS3L.DE) | 0.02% | 0.18% | 13.5% | - |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.02% | 0% | 36.12% | 10/18/2023 |
 Lattice (LSCC) | 0.02% | 0.04% | 55.05% | - |
 Hello Group (MOMO) | 0.02% | 0% | 22.68% | 2/21/2023 |
 Mercedes-Benz (MBG.DE) | 0.01% | 0% | 2.83% | 2/18/2022 |
 Fluor (FLR.US) | 0.01% | 0.03% | 42.18% | - |
 UNFI (UNFI) | 0% | 0% | 11.31% | 9/8/2023 |
 Solventum (SOLV) | 0% | 0% | 14.08% | 12/4/2024 |
 Aumovio SE (AMV0.DE) | 0% | 0% | 6% | 1/5/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 1.56% | 1/5/2026 |
 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
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core MSCI World UCITS ETF (SWDA.L) | 30.73% | 32.67% |
| Bitcoin (BTC) | 21.14% | 13.2% |
| NVIDIA (NVDA) | 1.86% | 10.73% |
| Alphabet (GOOG) | 2.06% | 4.81% |
| Microsoft (MSFT) | 3.84% | 4.26% |
| SPDR Gold (GLD) | 2.51% | 3.28% |
| Waste Management (WM) | 3.36% | 2.74% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 3.27% | 2.66% |
| BlackRock (BLK) | 1.55% | 1.72% |
| iShares MSCI EAFE ETF (EFA) | 1.69% | 1.56% |
| Cisco (CSCO) | 1.07% | 1.23% |
| Amazon (AMZN) | 0.99% | 1.01% |
| Goldman Sachs (GS) | 0.34% | 0.91% |
| Oracle (ORCL) | 0.4% | 0.88% |
| SAP (SAP.DE) | 0.68% | 0.86% |
| Xiaomi (1810.HK) | 0.85% | 0.86% |
| Meta (META) | 0.37% | 0.75% |
| Berkshire Hathaway (BRK.B) | 0.59% | 0.73% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 1.16% | 0.66% |
| Broadcom (AVGO) | 0.23% | 0.63% |
| State Street SPDR S&P 500 ETF (SPY) | 0.85% | 0.63% |
| Visa (V) | 0.56% | 0.59% |
| Swiss Life (SLHN.ZU) | 0.34% | 0.56% |
| iShares UK Property UCITS ETF (IUKP.L) | 1.13% | 0.51% |
| TeamViewer (TMV.DE) | 1.41% | 0.49% |
| Procter & Gamble (PG) | 0.56% | 0.4% |
| Julius Baer (BAER.ZU) | 0.56% | 0.39% |
| 3M (MMM) | 0.68% | 0.38% |
| Unilever (ULVR.L) | 0.56% | 0.37% |
| PayPal (PYPL) | 1.13% | 0.36% |
| L'Oréal (OR.PA) | 0.39% | 0.36% |
| Johnson & Johnson (JNJ) | 0.34% | 0.35% |
| GoDaddy (GDDY) | 0.34% | 0.34% |
| Intel (INTC) | 0.51% | 0.32% |
| Vodafone (VOD) | 0.56% | 0.31% |
| Elevance Health (ELV) | 0.37% | 0.3% |
| American Tower (AMT) | 0.56% | 0.26% |
| Alibaba (BABA) | 0.56% | 0.26% |
| Vanguard S&P 500 ETF (VOO) | 0.28% | 0.25% |
| Netflix (NFLX) | 0.17% | 0.25% |
| Simon (SPG) | 0.28% | 0.21% |
| Swisscom (SCMN.ZU) | 0.28% | 0.21% |
| FirstEnergy (FE) | 0.28% | 0.2% |
| Zoetis (ZTS) | 0.34% | 0.19% |
| Hasbro (HAS) | 0.28% | 0.17% |
| Constellation Brands (STZ) | 0.4% | 0.17% |
| Reckitt (RKT.L) | 0.28% | 0.16% |
| Applied Materials (AMAT) | 0.11% | 0.16% |
| Continental (CON.DE) | 0.56% | 0.15% |
| Adobe (ADBE) | 0.28% | 0.14% |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) | 0.17% | 0.11% |
| Spectrum Brands (SPB) | 0.29% | 0.1% |
| McDonald's (MCD) | 0.14% | 0.1% |
| MicroStrategy (MSTR) | 0.17% | 0.08% |
| Welltower (WELL.US) | 0.11% | 0.08% |
| Daimler Truck (DTG.DE) | 0.11% | 0.07% |
| Aumovio SE (AMV0.DE) | 0% | 0.05% |
| VanEck Vectors Russia ETF (RSX) | 0.28% | 0.05% |
| Prologis (PLD) | 0.06% | 0.04% |
| Freeport-McMoRan (FCX) | 0.06% | 0.04% |
| Infineon (IFX.DE) | 0.06% | 0.04% |
| Mastercard (MA) | 0.06% | 0.04% |
| Home Depot (HD) | 0.06% | 0.04% |
| Lattice (LSCC) | 0.06% | 0.03% |
| Fluor (FLR.US) | 0.06% | 0.03% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.02% |
| Zynerba Pharmaceuticals, Inc. CVR (ZYNE.CVR) | 0% | 0% |
Cash & Instruments Over Time
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