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Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
0 instruments
November 12, 2025
Average
5.8 instruments
Most Consistent Holdings
Top 5
SPY5.L99.74%
BRK.B83.91%
UDVD.L42.15%
BN.US35.06%
ASML.NV26.26%
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 |
|---|---|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 65.94% | 66.63% | 99.74% | - |
| Berkshire Hathaway (BRK.B) | 9.82% | 9.66% | 83.91% | - |
| SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 4.15% | 0% | 42.15% | 5/29/2024 |
| Brookfield (BN.US) | 1.2% | 0% | 35.06% | 2/18/2026 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 1.06% | 0% | 18.91% | 8/8/2024 |
| ASML (ASML.NV) | 0.94% | 0% | 26.26% | 2/11/2026 |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 0.94% | 0% | 15.23% | 11/28/2022 |
 Johnson & Johnson (JNJ) | 0.58% | 0% | 13.07% | 7/20/2023 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.5% | 0% | 22.65% | 2/25/2026 |
 TSMC (TSM) | 0.26% | 0% | 10.57% | 8/5/2025 |
 Realty Income (O) | 0.26% | 0% | 10.97% | 8/1/2023 |
 WP Carey (WPC) | 0.23% | 0% | 6.3% | 12/2/2022 |
 Novo Nordisk (NOVO-B.CO) | 0.2% | 0% | 18.78% | 1/16/2026 |
 Enbridge (ENB) | 0.2% | 0% | 7.03% | 12/2/2022 |
 VanEck Gold Miners UCITS ETF (G2X.DE) | 0.17% | 0% | 16.41% | 8/5/2024 |
 Procter & Gamble (PG) | 0.16% | 0% | 3.81% | 3/21/2023 |
 Bitcoin (BTC) | 0.16% | 0% | 14.51% | 2/19/2026 |
 LVMH (MC.PA) | 0.16% | 0% | 3.94% | 3/16/2026 |
 CNR (CNI) | 0.16% | 0% | 7.88% | 11/11/2025 |
 iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) | 0.15% | 0% | 13.26% | 8/6/2024 |
 Coca-Cola (KO) | 0.13% | 0% | 4.27% | 3/6/2023 |
 UPS (UPS) | 0.13% | 0% | 2.95% | 3/7/2023 |
 Visa (V) | 0.12% | 0% | 2.56% | 12/11/2025 |
 Ball (BALL) | 0.12% | 0% | 4.99% | 12/2/2022 |
 Ferrari (RACE) | 0.12% | 0% | 3.35% | 2/10/2026 |
 Medical Properties Trust (MPT) | 0.11% | 0% | 4.73% | 5/31/2023 |
 Nu (NU) | 0.11% | 1.63% | 6.37% | - |
 Microsoft (MSFT) | 0.1% | 0% | 1.44% | 2/25/2026 |
 Apple (AAPL) | 0.09% | 0% | 1.38% | 1/21/2022 |
 Meta (META) | 0.08% | 0% | 1.58% | 1/24/2022 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.08% | 0% | 3.09% | 6/6/2022 |
 Brookfield (BAM) | 0.07% | 0% | 2.69% | 4/14/2023 |
 Toyota (TM) | 0.07% | 0% | 2.63% | 5/31/2023 |
 BASF (BAS.DE) | 0.07% | 0% | 5.25% | 12/2/2022 |
 Micron (MU) | 0.07% | 0% | 1.12% | 12/13/2022 |
 SoFi (SOFI) | 0.07% | 0% | 3.48% | 5/2/2025 |
 Rio Tinto (RIO) | 0.05% | 0% | 1.38% | 1/21/2022 |
 FedEx (FDX) | 0.05% | 0% | 2.69% | 2/19/2025 |
 Sumitomo Mitsui (SMFG) | 0.05% | 0% | 2.69% | 6/22/2023 |
 GM (GM) | 0.05% | 0% | 1.58% | 1/24/2022 |
 US Bancorp (USB) | 0.05% | 0% | 1.58% | 1/24/2022 |
 21Shares Bitcoin ETP (2BTC.DE) | 0.05% | 0% | 3.68% | 3/19/2024 |
 Barrick (B) | 0.05% | 0% | 3.02% | 11/21/2022 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.05% | 0% | 2.3% | 6/8/2022 |
 iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 0.05% | 0% | 0.85% | 4/11/2022 |
 Store Capital Corp. (STOR) | 0.04% | 0% | 1.58% | 1/24/2022 |
 NextEra (NEE) | 0.04% | 0% | 1.97% | 3/16/2023 |
 Chevron (CVX) | 0.04% | 0% | 1.38% | 1/21/2022 |
 Verizon (VZ) | 0.04% | 0% | 1.38% | 1/21/2022 |
 Mondelez (MDLZ) | 0.04% | 0% | 2.5% | 2/28/2023 |
 Amundi MSCI World Ex USA UCITS ETF Acc (WEXU.DE) | 0.04% | 1.41% | 4.79% | - |
 Enagas (ENG.MC) | 0.04% | 0% | 2.3% | 8/3/2022 |
 Service Corp Intl (SCI) | 0.04% | 0% | 1.97% | 11/21/2022 |
 Occidental (OXY) | 0.04% | 0% | 1.38% | 12/30/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.03% | 0% | 0.79% | 4/11/2022 |
 Celsius (CELH) | 0.03% | 0% | 1.64% | 1/27/2025 |
 SoFi Technologies Inc (SOFI.RTH) | 0.03% | 1.37% | 2.1% | - |
 Ferrovial (FER.MC) | 0.03% | 0% | 2.82% | 1/22/2026 |
 Cardano (ADA) | 0.03% | 0% | 2.3% | 10/26/2023 |
 Grab (GRAB) | 0.02% | 0% | 3.28% | 1/14/2026 |
 Zurich Insurance (ZURN.ZU) | 0.02% | 0% | 0.79% | 10/16/2022 |
 Wabtec (WAB) | 0.02% | 0% | 0.66% | 10/14/2022 |
 PepsiCo (PEP) | 0.01% | 0% | 0.46% | 1/16/2025 |
 Skillz (SKLZ) | 0.01% | 0% | 1.38% | 6/8/2022 |
 GEO (GEO) | 0.01% | 0% | 1.64% | 11/28/2022 |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.01% | 0% | 0.59% | 9/4/2025 |
 Pfizer (PFE) | 0.01% | 0% | 0.79% | 1/16/2025 |
 Wish (LOGCD) | 0.01% | 0% | 0.92% | 6/1/2022 |
 Ethereum (ETH) | 0.01% | 0% | 1.05% | 1/8/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.01% | 0% | 0.33% | 3/21/2023 |
 Paramount (PSKY) | 0% | 0% | 0.2% | 11/28/2022 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.13% | 12/31/2025 |
 ASML (ASML) | 0% | 0% | 0.07% | 12/13/2024 |
 EUR/USD (EURUSD) | 0% | 0% | 0.13% | 12/21/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 UCITS ETF (SPY5.L) | 63.59% | 67.37% |
| Berkshire Hathaway (BRK.B) | 8.35% | 9.58% |
| ASML (ASML.NV) | 3.59% | 4.23% |
| SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 2.17% | 2.05% |
| Brookfield (BN.US) | 1.92% | 2.02% |
| Ferrari (RACE) | 2.02% | 1.5% |
| Grab (GRAB) | 1.01% | 0.53% |
| Novo Nordisk (NOVO-B.CO) | 0.5% | 0.27% |
Cash & Instruments Over Time
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