Portfolio Diversification
Range
Most Diversified
18 instruments
March 13, 2025
Least Diversified
9 instruments
November 15, 2023
Average
15.5 instruments
Most Consistent Holdings
Top 5
MSFT100%
AMZN100%
NVDA100%
AMD100%
ASML100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 20.32% | 20.75% | 100% | - |
 TSMC (TSM) | 8.57% | 9.56% | 100% | - |
| ASML (ASML) | 8.47% | 7.71% | 100% | - |
| AMD (AMD) | 6.84% | 4.48% | 100% | - |
 Mastercard (MA) | 6.32% | 5.78% | 95.72% | - |
 Meta (META) | 6.27% | 6.73% | 99.7% | - |
 American Express (AXP) | 6.15% | 6.12% | 88.48% | - |
 Visa (V) | 5.96% | 5.14% | 95.86% | - |
| Amazon (AMZN) | 4.3% | 4% | 100% | - |
 Alphabet (GOOGL) | 4.17% | 4.98% | 100% | - |
| Microsoft (MSFT) | 3.27% | 2.84% | 100% | - |
 Qualcomm (QCOM) | 2.76% | 5.38% | 49.63% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.24% | 4.38% | 29.25% | - |
 Realty Income (O) | 1.07% | 0.36% | 92.61% | - |
 Intel (INTC) | 1.01% | 0.35% | 94.83% | - |
 Netflix (NFLX) | 0.73% | 0% | 11.23% | 1/22/2024 |
 RWE (RWE.DE) | 0.7% | 0.28% | 95.86% | - |
 Broadcom (AVGO) | 0.57% | 2.52% | 43.43% | - |
 Swiss Re (SREN.ZU) | 0.32% | 0% | 7.09% | 1/22/2024 |
 Apple (AAPL) | 0.25% | 0.88% | 27.92% | - |
 Adobe (ADBE) | 0.24% | 0% | 6.79% | 1/22/2024 |
 Swiss Life (SLHN.ZU) | 0.21% | 0% | 6.06% | 1/22/2024 |
 Rheinmetall (RHM.DE) | 0.14% | 0% | 3.25% | 12/27/2023 |
 Alibaba (BABA) | 0.09% | 0% | 1.03% | 11/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 13.43% | 21.39% |
| TSMC (TSM) | 8.46% | 9.99% |
| ASML (ASML) | 12.34% | 8.49% |
| Mastercard (MA) | 7.37% | 7.18% |
| American Express (AXP) | 6.22% | 7.15% |
| Meta (META) | 6.95% | 6.95% |
| Qualcomm (QCOM) | 8.53% | 6.93% |
| Visa (V) | 6.81% | 6.63% |
| Amazon (AMZN) | 4.68% | 4.97% |
| AMD (AMD) | 7.92% | 4.96% |
| Alphabet (GOOGL) | 4.69% | 4.95% |
| Microsoft (MSFT) | 3.39% | 2.94% |
| Broadcom (AVGO) | 1.19% | 1.44% |
| Realty Income (O) | 0.56% | 0.47% |
| Intel (INTC) | 1.13% | 0.4% |
| RWE (RWE.DE) | 0.56% | 0.34% |