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Portfolio Diversification
Range
Most Diversified
7 instruments
December 12, 2023
Least Diversified
0 instruments
October 20, 2025
Average
6.9 instruments
Most Consistent Holdings
Top 5
IS3R.DE99.05%
2B76.DE99.05%
CNDX.L99.05%
CSP1.L99.05%
SWDA.L98.93%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 12, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 18.98% | 20.9% | 99.05% | - |
 Berkshire Hathaway (BRK.B) | 18.54% | 19.09% | 98.69% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 18.25% | 19.5% | 98.81% | - |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 9.06% | 9.89% | 99.05% | - |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 9.03% | 9.56% | 99.05% | - |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 9.03% | 9.98% | 98.93% | - |
| iShares Automation & Robotics UCITS ETF (2B76.DE) | 8.26% | 8.33% | 99.05% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 20% | 21.32% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 20% | 19.26% |
| Berkshire Hathaway (BRK.B) | 20% | 18.75% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 10% | 9.76% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 10% | 9.7% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 10% | 9.45% |
| iShares Automation & Robotics UCITS ETF (2B76.DE) | 10% | 8.45% |
Cash & Instruments Over Time
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