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Portfolio Diversification
Range
Most Diversified
42 instruments
February 19, 2026
Least Diversified
0 instruments
February 2, 2025
Average
36.9 instruments
Most Consistent Holdings
Top 5
PG99.42%
MA99.42%
ALV.DE99.42%
ADS.DE99.42%
TRIG.L99.42%
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 |
|---|---|---|---|---|
| Allianz (ALV.DE) | 8.98% | 8.89% | 99.42% | - |
 LucaMeier | 7.41% | 0% | 17.51% | 8/2/2023 |
 HOCHTIEF (HOT.DE) | 4.66% | 11.07% | 92.49% | - |
| Adidas (ADS.DE) | 4.63% | 1.96% | 99.42% | - |
 iShares Core High Dividend ETF (HDV) | 4.29% | 5.8% | 81.9% | - |
 Royal Gold (RGLD) | 4.19% | 5.8% | 83.07% | - |
 SAP (SAP) | 3.91% | 2.24% | 92.49% | - |
 Walmart (WMT) | 3.89% | 5.45% | 81.73% | - |
 Berkshire Hathaway (BRK.B) | 3.71% | 4.83% | 92.49% | - |
 Swiss Life (SLHN.ZU) | 3.31% | 3.76% | 83.07% | - |
 Nestle (NESN.ZU) | 2.95% | 2.3% | 92.49% | - |
 Henkel (HEN3.DE) | 2.82% | 2.05% | 81.9% | - |
 Johnson & Johnson (JNJ) | 2.75% | 3.17% | 81.9% | - |
 Coca-Cola (KO) | 2.73% | 2.79% | 81.73% | - |
 McDonald's (MCD) | 2.55% | 4.16% | 51.63% | - |
| Procter & Gamble (PG) | 2.43% | 2.4% | 99.42% | - |
 Deutsche Telekom (DTE.DE) | 2.17% | 1.66% | 92.49% | - |
 Siemens Energy (ENR.DE) | 2.09% | 0% | 99.25% | 4/22/2026 |
 Disney (DIS) | 2% | 1.42% | 92.24% | - |
 Starbucks (SBUX) | 1.95% | 2.73% | 64.89% | - |
 Fresenius (FRE.DE) | 1.89% | 1.88% | 81.82% | - |
 Talanx (TLX.DE) | 1.67% | 1.82% | 92.49% | - |
| Mastercard (MA) | 1.62% | 1.04% | 99.42% | - |
 Mercedes-Benz (MBG.DE) | 1.61% | 0.87% | 92.49% | - |
 Boyd Gaming (BYD) | 1.37% | 1.23% | 92.49% | - |
 On (ONON) | 1.28% | 1.57% | 51.63% | - |
 Newmont (NEM) | 1.26% | 3.07% | 59.63% | - |
 Volvo (VOLV-A.ST) | 1.24% | 1.72% | 64.89% | - |
 BASF (BAS.DE) | 1.19% | 0.98% | 92.49% | - |
 Apple (AAPL) | 1.13% | 0% | 16.35% | 7/19/2023 |
 PayPal (PYPL) | 1.08% | 0.68% | 81.9% | - |
 Nintendo (NTDOY) | 0.98% | 0.7% | 81.9% | - |
 Ford (F) | 0.96% | 0.86% | 81.9% | - |
 Porsche (PAH3.DE) | 0.93% | 0.92% | 64.89% | - |
 Sunrun (RUN) | 0.74% | 0.89% | 64.89% | - |
 ASSA ABLOY (ASSA-B.ST) | 0.71% | 1.01% | 64.89% | - |
 Netflix (NFLX) | 0.56% | 0% | 16.35% | 7/19/2023 |
 Canadian Solar (CSIQ) | 0.49% | 0.61% | 64.64% | - |
 ProSiebenSat.1 (PSM.DE) | 0.44% | 0.24% | 81.9% | - |
| Renewables Infrastructure Group (TRIG.L) | 0.37% | 0.13% | 99.42% | - |
 Richemont (CFR.ZU) | 0.31% | 0.28% | 83.57% | - |
 NVIDIA (NVDA) | 0.3% | 0% | 16.35% | 7/19/2023 |
 Linde (LIN) | 0.3% | 0.21% | 99.42% | - |
 Oerlikon (OERL.ZU) | 0.25% | 0.14% | 89.07% | - |
 Trivago (TRVG) | 0.25% | 0.09% | 99.42% | - |
 Microsoft (MSFT) | 0.22% | 0% | 16.35% | 7/19/2023 |
 Bitcoin (BTC) | 0.16% | 0% | 24.85% | 11/2/2023 |
 Meta (META) | 0.15% | 0% | 16.35% | 7/19/2023 |
 TUI AG (TUI.L) | 0.13% | 0% | 46.12% | 7/16/2024 |
 Tesla (TSLA) | 0.11% | 0% | 16.35% | 7/19/2023 |
 Ethereum (ETH) | 0.1% | 0% | 29.94% | 1/2/2024 |
 CNH Industrial Group (CNHI.MI) | 0.06% | 0% | 18.43% | 12/21/2023 |
 eToro Group LTD (ETOR) | 0.02% | 0.34% | 5.25% | - |
 Accelleron (ACLN.ZU) | 0% | 0% | 17.35% | 7/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Allianz (ALV.DE) | 6.67% | 9.34% |
| HOCHTIEF (HOT.DE) | 2.52% | 8.33% |
| iShares Core High Dividend ETF (HDV) | 6.87% | 5.46% |
| Berkshire Hathaway (BRK.B) | 6.27% | 5.4% |
| Royal Gold (RGLD) | 4.26% | 5.37% |
| Walmart (WMT) | 3.33% | 4.85% |
| McDonald's (MCD) | 5.73% | 4.4% |
| Siemens Energy (ENR.DE) | 0.7% | 4.02% |
| Swiss Life (SLHN.ZU) | 3.12% | 3.82% |
| SAP (SAP) | 2.58% | 3.49% |
| Johnson & Johnson (JNJ) | 3.53% | 2.98% |
| Newmont (NEM) | 1.78% | 2.87% |
| Coca-Cola (KO) | 3.36% | 2.68% |
| Adidas (ADS.DE) | 3.8% | 2.57% |
| Procter & Gamble (PG) | 3.92% | 2.47% |
| Starbucks (SBUX) | 3.85% | 2.43% |
| Fresenius (FRE.DE) | 1.93% | 2.39% |
| Nestle (NESN.ZU) | 4.69% | 2.36% |
| Henkel (HEN3.DE) | 3.33% | 2.31% |
| On (ONON) | 2.33% | 2.11% |
| Talanx (TLX.DE) | 0.95% | 1.86% |
| Deutsche Telekom (DTE.DE) | 1.96% | 1.75% |
| Volvo (VOLV-A.ST) | 2.29% | 1.67% |
| Disney (DIS) | 1.97% | 1.64% |
| Sunrun (RUN) | 1.2% | 1.32% |
| Mastercard (MA) | 1.04% | 1.24% |
| Boyd Gaming (BYD) | 1.28% | 1.23% |
| Porsche (PAH3.DE) | 2.22% | 1.22% |
| Mercedes-Benz (MBG.DE) | 1.9% | 1.1% |
| Canadian Solar (CSIQ) | 1.32% | 1.03% |
| ASSA ABLOY (ASSA-B.ST) | 1.19% | 1.03% |
| Nintendo (NTDOY) | 0.92% | 0.97% |
| Ford (F) | 1.38% | 0.95% |
| PayPal (PYPL) | 1.55% | 0.84% |
| BASF (BAS.DE) | 1.25% | 0.82% |
| Richemont (CFR.ZU) | 0.43% | 0.33% |
| ProSiebenSat.1 (PSM.DE) | 0.81% | 0.29% |
| Linde (LIN) | 0.21% | 0.19% |
| Oerlikon (OERL.ZU) | 0.34% | 0.15% |
| Renewables Infrastructure Group (TRIG.L) | 0.42% | 0.14% |
| Trivago (TRVG) | 0.42% | 0.09% |
Cash & Instruments Over Time
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