Portfolio Diversification
Range
Most Diversified
247 instruments
February 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
176.3 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
VZ99.92%
VOD99.92%
VALE99.92%
TEF99.92%
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 J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 11.55% | 14.18% | 99.92% | - |
 Aramco (SAOC) | 2.99% | 3.71% | 99.92% | - |
 Global X SuperDividend ETF (SDIV) | 2.34% | 1.98% | 84.6% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 2.28% | 7.48% | 49.88% | - |
 iShares JP Morgan EM Local Govt Bond UCITS ETF (IUSP.DE) | 1.93% | 7.55% | 23.1% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.57% | 2.17% | 92.06% | - |
 ICBC (1398.HK) | 1.3% | 0.78% | 99.92% | - |
 CCB (0939.HK) | 1.2% | 0.72% | 99.92% | - |
| Microsoft (MSFT) | 1.18% | 0.22% | 99.92% | - |
 ABC (1288.HK) | 0.99% | 0% | 97.95% | 5/14/2025 |
 Bank of China (3988.HK) | 0.95% | 0.72% | 99.92% | - |
 Tencent (0700.HK) | 0.94% | 0% | 90.42% | 2/11/2025 |
 BAT (BATS.L) | 0.9% | 0.26% | 99.92% | - |
 ETFMG Alternative Harvest ETF (MJ) | 0.9% | 0.12% | 99.92% | - |
 Alibaba (9988.HK) | 0.89% | 0% | 91.24% | 2/21/2025 |
 AT&T (T) | 0.87% | 0% | 89.35% | 1/28/2025 |
 Roche (ROG.ZU) | 0.85% | 0% | 89.43% | 3/11/2025 |
 China Mobile (0941.HK) | 0.83% | 0% | 92.3% | 3/6/2025 |
 PetroChina (00857.HK) | 0.76% | 0.91% | 99.92% | - |
 Apple (AAPL) | 0.69% | 0.21% | 99.75% | - |
| Verizon (VZ) | 0.69% | 0.1% | 99.92% | - |
 Amazon (AMZN) | 0.69% | 0% | 56.76% | 1/8/2024 |
 Alphabet (GOOG) | 0.65% | 0.23% | 97.13% | - |
| Telefonica (TEF) | 0.63% | 0.71% | 99.92% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.62% | 0% | 60.93% | 2/13/2024 |
| Vale (VALE) | 0.61% | 0.83% | 99.92% | - |
 Sinopec (0386.HK) | 0.61% | 0.19% | 99.92% | - |
 HSBC (HSBA.L) | 0.56% | 0% | 96.23% | 4/23/2025 |
| Vodafone (VOD) | 0.55% | 0.6% | 99.92% | - |
 Cardano (ADA) | 0.55% | 0.2% | 99.92% | - |
 Samsung (SMSN.L) | 0.5% | 0.2% | 99.92% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.49% | 0% | 26.29% | 12/7/2022 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.48% | 0.64% | 56.67% | - |
 China Telecom (0728.HK) | 0.46% | 0% | 95.09% | 4/9/2025 |
 ARK Genomic Revolution ETF (ARKG) | 0.45% | 0.19% | 99.92% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.45% | 0.97% | 73.71% | - |
 Pfizer (PFE) | 0.45% | 0.58% | 96.4% | - |
 Imperial Brands (IMB.L) | 0.45% | 0% | 73.05% | 7/12/2024 |
 Ping An (2318.HK) | 0.45% | 0% | 97.95% | 5/14/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.44% | 0.99% | 63.06% | - |
 Altria (MO) | 0.43% | 0.25% | 99.92% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.4% | 0% | 16.79% | 7/25/2022 |
 Nestle (NESN.ZU) | 0.37% | 0.39% | 99.92% | - |
 Unilever (ULVR.L) | 0.36% | 0% | 92.79% | 3/12/2025 |
 Volkswagen (VOW3.DE) | 0.36% | 0.37% | 99.92% | - |
 GSK (GSK.L) | 0.35% | 0% | 92.71% | 3/11/2025 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.35% | 0.61% | 45.37% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.34% | 0% | 26.29% | 12/7/2022 |
 CMB (3968.HK) | 0.32% | 0% | 93.78% | 5/14/2025 |
 Meta (META) | 0.3% | 0% | 76.09% | 9/20/2024 |
 Orange (ORA.PA) | 0.3% | 0% | 76.41% | 8/22/2024 |
 Petrobras (PBR) | 0.3% | 0.35% | 84.77% | - |
 TSMC (TSM) | 0.29% | 0% | 56.02% | 12/15/2023 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.28% | 0.67% | 41.61% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.28% | 1.38% | 35.05% | - |
 Banco Santander (SAN) | 0.28% | 0% | 92.38% | 3/7/2025 |
 iShares Global Infrastructure UCITS ETF (IQQI.DE) | 0.27% | 0.3% | 49.88% | - |
 iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 0.27% | 1.58% | 23.51% | - |
 iShares MSCI China UCITS ETF (ICGA.DE) | 0.26% | 1.16% | 22.36% | - |
 iShares Global clean energy ETF (ICLN) | 0.26% | 0% | 44.39% | 6/3/2024 |
 JD (9618.HK) | 0.25% | 0% | 90.42% | 2/11/2025 |
 BP (BP.L) | 0.25% | 0% | 72.97% | 7/11/2024 |
 Bristol-Myers Squibb (BMY) | 0.24% | 0% | 88.86% | 3/7/2025 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.24% | 0.55% | 48.81% | - |
 GE (GE) | 0.23% | 0% | 89.35% | 1/28/2025 |
 Intel (INTC) | 0.23% | 0% | 53.15% | 11/10/2023 |
 iShares MSCI EM ESG Enhanced UCITS ETF USD Acc (EDM2.DE) | 0.23% | 1.35% | 23.1% | - |
 JPMorgan (JPM) | 0.21% | 0% | 89.35% | 1/28/2025 |
 Bayer (BAYN.DE) | 0.21% | 0% | 83.13% | 2/18/2025 |
 3M (MMM) | 0.21% | 0% | 91.65% | 3/7/2025 |
 Gazprom OAO-ADR (OGZDL.L) | 0.2% | 0.16% | 99.92% | - |
 Kraft Heinz (KHC) | 0.2% | 0% | 76.41% | 8/22/2024 |
 Philip Morris (PM) | 0.19% | 0% | 95.17% | 4/10/2025 |
 Prosus (PRX.NV) | 0.19% | 0% | 71.01% | 6/17/2024 |
 Toyota (TM) | 0.19% | 0% | 64.13% | 4/17/2024 |
 Allianz (ALV.DE) | 0.19% | 0% | 95.25% | 4/11/2025 |
 Comcast (CMCSA) | 0.19% | 0% | 77.97% | 9/10/2024 |
 Bank of America (BAC) | 0.19% | 0% | 90.34% | 2/10/2025 |
 Mitsubishi UFJ (MUFG) | 0.19% | 0% | 66.09% | 4/17/2024 |
 TotalEnergies (TTE.PA) | 0.18% | 0% | 72.97% | 7/11/2024 |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 0.18% | 1.02% | 23.1% | - |
 PDD Holdings (PDD) | 0.18% | 0% | 78.79% | 9/20/2024 |
 Gilead Sciences (GILD) | 0.18% | 0% | 74.37% | 9/9/2024 |
 Ishares Nasdaq Biotechnology (IBB) | 0.18% | 0% | 26.29% | 12/7/2022 |
 CVS Health (CVS) | 0.18% | 0.28% | 94.1% | - |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 86.32% | 2/13/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.17% | 1.33% | 23.51% | - |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 0.17% | 0.94% | 23.1% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.17% | 1.32% | 20.56% | - |
 AstraZeneca (AZN.L) | 0.17% | 0% | 69.12% | 8/12/2024 |
 Wells Fargo (WFC) | 0.17% | 0% | 90.34% | 2/10/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.17% | 0.7% | 50.45% | - |
 Lufthansa (LHA.DE) | 0.17% | 0% | 73.55% | 7/18/2024 |
 BT (BT.L) | 0.17% | 0% | 73.55% | 7/18/2024 |
 Rio Tinto (RIO.L) | 0.17% | 0% | 72.07% | 9/25/2024 |
 Cisco (CSCO) | 0.16% | 0% | 77.97% | 9/10/2024 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.16% | 0.68% | 33.82% | - |
 iShares J.P. Morgan USD EM Bond UCITS ETF (IUS7.DE) | 0.16% | 4.98% | 4.34% | - |
 AbbVie (ABBV) | 0.16% | 0% | 87.06% | 2/13/2025 |
 Philips (PHIA.NV) | 0.15% | 0% | 67.08% | 4/29/2024 |
 ASML (ASML.NV) | 0.15% | 0% | 56.02% | 12/15/2023 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.15% | 1.04% | 26.04% | - |
 Anheuser-Busch (BUD) | 0.15% | 0% | 75.35% | 8/9/2024 |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.15% | 0.86% | 20.56% | - |
 Shell (SHEL.L) | 0.15% | 0% | 70.27% | 7/11/2024 |
 iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.15% | 1.24% | 20.23% | - |
 China Everbright Environment (00257.HK) | 0.15% | 0% | 47.26% | 3/18/2024 |
 ING (INGA.NV) | 0.15% | 0% | 77.31% | 9/2/2024 |
 ExxonMobil (XOM) | 0.14% | 0% | 72.97% | 7/11/2024 |
 BoCom (3328.HK) | 0.14% | 0% | 62.82% | 4/1/2025 |
 Merck (MRK) | 0.14% | 0.09% | 95.9% | - |
 Reckitt (RKT.L) | 0.14% | 0% | 73.55% | 9/2/2024 |
 iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.14% | 0.94% | 26.62% | - |
 Meituan (03690.HK) | 0.13% | 0% | 79.28% | 9/26/2024 |
 Xiaomi (1810.HK) | 0.13% | 0% | 71.01% | 6/17/2024 |
 BASF (BAS.DE) | 0.13% | 0% | 76.41% | 8/22/2024 |
 Home Depot (HD) | 0.13% | 0% | 87.8% | 1/28/2025 |
 Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.13% | 0.68% | 25.8% | - |
 BHP (BHP.L) | 0.13% | 0% | 54.87% | 12/1/2023 |
 iShares MSCI USA UCITS ETF (SXR4.DE) | 0.13% | 0.73% | 25.96% | - |
 UnitedHealth (UNH) | 0.13% | 0% | 90.17% | 4/9/2025 |
 Mercedes-Benz (MBG.DE) | 0.12% | 0.06% | 99.92% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.12% | 0.65% | 26.45% | - |
 Diageo (DGE.L) | 0.12% | 0.17% | 90.42% | - |
 iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 0.12% | 0.68% | 24% | - |
 UBS (UBSG.ZU) | 0.12% | 0% | 92.14% | 3/4/2025 |
 VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.12% | 0.15% | 50.12% | - |
 SPDR Gold (GLD) | 0.12% | 0% | 24.57% | 11/11/2022 |
 Disney (DIS) | 0.12% | 0% | 76.09% | 9/10/2024 |
 Sanofi (SAN.PA) | 0.11% | 0% | 86.81% | 2/10/2025 |
 Medtronic (MDT.US) | 0.11% | 0% | 85.26% | 1/21/2025 |
 Procter & Gamble (PG) | 0.11% | 0% | 74.94% | 8/12/2024 |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.11% | 0.73% | 26.95% | - |
 Renault (RNO.PA) | 0.11% | 0% | 55.45% | 12/8/2023 |
 Warner Bros Discovery (WBD) | 0.11% | 0.1% | 91.65% | - |
 Enel (ENEL.MI) | 0.11% | 0% | 74.45% | 9/25/2024 |
 PayPal (PYPL) | 0.11% | 0% | 78.79% | 9/20/2024 |
 Raytheon (RTX) | 0.11% | 0% | 89.35% | 1/28/2025 |
 IBM (IBM) | 0.11% | 0% | 89.35% | 1/28/2025 |
 Novartis (NVS) | 0.11% | 0% | 86.81% | 2/10/2025 |
 BNP Paribas (BNP.PA) | 0.11% | 0% | 90.66% | 2/14/2025 |
 Sony (SONY) | 0.1% | 0% | 57.08% | 1/11/2024 |
 SAP (SAP.DE) | 0.1% | 0% | 75.59% | 8/12/2024 |
 CNOOC (0883.HK) | 0.1% | 0% | 56.84% | 3/6/2025 |
 Chevron (CVX) | 0.1% | 0% | 72.97% | 7/11/2024 |
 FIS (FIS) | 0.1% | 0% | 65.36% | 7/18/2024 |
 AIA (1299.HK) | 0.1% | 0% | 71.66% | 8/28/2024 |
 Berkshire Hathaway (BRK.B) | 0.1% | 0% | 73.05% | 8/12/2024 |
 Deutsche Telekom (DTE.DE) | 0.1% | 0% | 76.99% | 8/29/2024 |
 Endesa (ELE.MC) | 0.09% | 0% | 73.55% | 7/18/2024 |
 iShares MSCI World ESG Enhanced UCITS ETF (EDMW.DE) | 0.09% | 0.59% | 23.1% | - |
 AXA (CS.PA) | 0.09% | 0% | 89.6% | 3/25/2025 |
 NVIDIA (NVDA) | 0.09% | 0% | 39.07% | 5/18/2023 |
 iShares MSCI Australia UCITS ETF (IBC6.DE) | 0.09% | 0.34% | 45.05% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.09% | 0.58% | 23.1% | - |
 BMW (BMW.DE) | 0.09% | 0% | 77.31% | 9/2/2024 |
 Boeing (BA) | 0.09% | 0% | 88.78% | 1/21/2025 |
 iShares MSCI ACWI Index Fund (ACWI) | 0.09% | 0% | 4.26% | 12/2/2022 |
 Honda (HMC) | 0.08% | 0% | 66.09% | 4/17/2024 |
 Vonovia (VNA.DE) | 0.08% | 0% | 39.89% | 9/29/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.08% | 0% | 7.13% | 12/7/2022 |
 Global SuperDividend US ETF (DIV) | 0.08% | 0% | 6.14% | 12/2/2022 |
 Walgreens (WBA) | 0.08% | 0.07% | 81.41% | - |
 Walmart (WMT) | 0.08% | 0% | 40.46% | 6/13/2023 |
 Dominion Energy (D) | 0.08% | 0% | 40.7% | 5/7/2024 |
 Citi (C) | 0.08% | 0% | 57.58% | 1/3/2024 |
 NextEra (NEE) | 0.08% | 0% | 56.27% | 4/23/2024 |
 Inditex (ITX.MC) | 0.08% | 0% | 76.17% | 8/19/2024 |
 Eli Lilly (LLY) | 0.08% | 0% | 67.32% | 8/22/2024 |
 Nio (NIO) | 0.08% | 0.05% | 99.92% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 0.08% | 0.44% | 24% | - |
 Equinor (EQNR.OL) | 0.07% | 0% | 52.33% | 7/11/2024 |
 BHP (BHP) | 0.07% | 0% | 33.99% | 3/16/2023 |
 NatWest (NWG.L) | 0.07% | 0% | 51.35% | 7/12/2024 |
 Enbridge (ENB) | 0.07% | 0% | 50.61% | 10/10/2023 |
 Siemens (SIE.DE) | 0.07% | 0% | 84.85% | 1/28/2025 |
 UPS (UPS) | 0.07% | 0% | 83.95% | 3/25/2025 |
 LVMH (MC.PA) | 0.07% | 0% | 72.56% | 9/27/2024 |
 Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.07% | 0.64% | 24.9% | - |
 Iberdrola (IBE.MC) | 0.07% | 0% | 78.3% | 9/25/2024 |
 Schneider Electric (SU.PA) | 0.07% | 0% | 76.33% | 1/28/2025 |
 TD (TD) | 0.06% | 0% | 60.44% | 7/24/2024 |
 Amgen (AMGN) | 0.06% | 0% | 60.28% | 9/10/2024 |
 Nokia (NOK) | 0.06% | 0% | 46.03% | 7/12/2024 |
 Stellantis (STLAM.MI) | 0.06% | 0% | 25.88% | 12/2/2022 |
 Lloyd's (LLOY.L) | 0.06% | 0% | 51.35% | 7/12/2024 |
 Electricite de France SA (EDF.PA_old) | 0.06% | 0% | 16.54% | 7/22/2022 |
 Glencore (GLEN.L) | 0.06% | 0% | 74.12% | 7/25/2024 |
 T-Mobile (TMUS) | 0.06% | 0% | 62.65% | 8/29/2024 |
 Abbott (ABT) | 0.06% | 0% | 78.05% | 1/28/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.06% | 0.11% | 74.77% | - |
 Deutsche Post (DHL.DE) | 0.06% | 0% | 72.4% | 8/28/2024 |
 RBC (RY) | 0.06% | 0% | 63.55% | 7/24/2024 |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 0.06% | 1.6% | 4.34% | - |
 Takeda (TAK) | 0.06% | 0% | 22.6% | 10/16/2022 |
 Barclays (BARC.L) | 0.06% | 0% | 51.27% | 7/12/2024 |
 iShares Global Clean Energy UCITS ETF (IQQH.DE) | 0.06% | 0.19% | 30.55% | - |
 Eni (ENI.MI) | 0.06% | 0% | 37.67% | 7/11/2024 |
 US Bancorp (USB) | 0.05% | 0% | 55.86% | 8/20/2024 |
 Stellantis (STLA.US) | 0.05% | 0% | 47.75% | 7/25/2024 |
 Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.05% | 0.3% | 26.86% | - |
 Tesco (TSCO.L) | 0.05% | 0% | 53.15% | 7/12/2024 |
 Lukoil OAO-ADR (LKOD.L) | 0.05% | 0.04% | 99.92% | - |
 Kering (KER.PA) | 0.05% | 0% | 68.47% | 9/2/2024 |
 Baidu (BIDU) | 0.05% | 0% | 69.53% | 4/1/2025 |
 L'Oréal (OR.PA) | 0.05% | 0% | 66.34% | 7/12/2024 |
 Bitcoin (BTC) | 0.05% | 0.2% | 27.27% | - |
 HKEX (00388.HK) | 0.05% | 0% | 52.66% | 8/22/2024 |
 Nike (NKE) | 0.05% | 0% | 55.61% | 8/27/2024 |
 Scotiabank (BNS) | 0.05% | 0% | 51.19% | 7/24/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.05% | 0.46% | 13.51% | - |
 China Longyuan (0916.HK) | 0.05% | 0% | 38.66% | 5/27/2024 |
 Fresenius (FRE.DE) | 0.05% | 0% | 58.39% | 6/17/2024 |
 E.ON (EOAN.DE) | 0.05% | 0% | 61.51% | 8/22/2024 |
 Morgan Stanley (MS) | 0.05% | 0% | 72.15% | 1/28/2025 |
 Salesforce (CRM) | 0.05% | 0% | 35.54% | 6/10/2024 |
 Great Wall Motor (2333.HK) | 0.05% | 0% | 49.71% | 3/18/2024 |
 Deutsche Bank (DBK.DE) | 0.05% | 0% | 31.94% | 7/12/2024 |
 Union Pacific (UNP) | 0.05% | 0% | 42.42% | 10/2/2023 |
 BBVA (BBVA.MC) | 0.05% | 0% | 55.61% | 9/2/2024 |
 Ericsson (ERIC-A.ST) | 0.05% | 0% | 50.2% | 7/12/2024 |
 Danone (BN.PA) | 0.04% | 0% | 64.78% | 7/12/2024 |
 NetEase (NTES) | 0.04% | 0% | 56.51% | 8/28/2024 |
 Truist (TFC) | 0.04% | 0% | 31.78% | 7/12/2024 |
 Netflix (NFLX) | 0.04% | 0% | 42.1% | 1/9/2024 |
 US Global Jets ETF (JETS) | 0.04% | 0% | 16.54% | 6/6/2024 |
 PNC (PNC) | 0.04% | 0% | 48.4% | 8/20/2024 |
 Tesla (TSLA) | 0.04% | 0% | 31.53% | 5/11/2023 |
 Intesa Sanpaolo (ISP.MI) | 0.04% | 0% | 46.93% | 7/25/2024 |
 Target (TGT) | 0.04% | 0% | 37.35% | 1/23/2024 |
 Coca-Cola (KO) | 0.04% | 0% | 57.25% | 8/9/2024 |
 Zurich Insurance (ZURN.ZU) | 0.04% | 0% | 69.94% | 3/4/2025 |
 Credit Agricole (ACA.PA) | 0.04% | 0% | 57.17% | 7/12/2024 |
 Societe Generale (GLE.PA) | 0.04% | 0% | 58.39% | 7/12/2024 |
 FedEx (FDX) | 0.04% | 0% | 50.7% | 8/27/2024 |
 Beyond Meat (BYND) | 0.04% | 0% | 43.57% | 7/12/2023 |
 Adobe (ADBE) | 0.04% | 0% | 41.93% | 6/10/2024 |
 Oracle (ORCL) | 0.04% | 0% | 34.64% | 3/24/2023 |
 VanEck Gold Miners UCITS ETF (G2X.DE) | 0.04% | 0% | 24.32% | 7/25/2024 |
 Qualcomm (QCOM) | 0.04% | 0% | 42.59% | 11/3/2023 |
 Adidas (ADS.DE) | 0.04% | 0% | 42.67% | 1/22/2024 |
 Swiss Re (SREN.ZU) | 0.04% | 0% | 51.27% | 7/12/2024 |
 Engie (ENGI.PA) | 0.04% | 0% | 60.36% | 8/22/2024 |
 Vanguard Communication Services ETF (VOX) | 0.04% | 0% | 3.03% | 12/2/2022 |
 Broadcom (AVGO) | 0.04% | 0% | 33.5% | 3/16/2023 |
 KBC (KBC.BR) | 0.04% | 0% | 51.35% | 7/12/2024 |
 ConocoPhillips (COP) | 0.04% | 0% | 51.76% | 7/11/2024 |
 Infosys (INFY) | 0.03% | 0% | 46.11% | 4/22/2024 |
 iShares Global REIT ETF (REET) | 0.03% | 0% | 6.8% | 12/2/2022 |
 PepsiCo (PEP) | 0.03% | 0% | 47.17% | 7/22/2024 |
 iShares MSCI Canada UCITS ETF (SXR2.DE) | 0.03% | 0.15% | 24.9% | - |
 CIBC (CM) | 0.03% | 0% | 51.27% | 7/12/2024 |
 Charter (CHTR) | 0.03% | 0% | 49.3% | 7/18/2024 |
 Sberbank of Russia (SBERL.L) | 0.03% | 0% | 19.9% | 9/8/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.03% | 0% | 22.93% | 5/18/2023 |
 Henkel (HEN3.DE) | 0.03% | 0% | 51.19% | 7/12/2024 |
 iShares Global Healthcare ETF (IXJ) | 0.03% | 0% | 3.36% | 12/2/2022 |
 BlackStone (BX) | 0.03% | 0% | 34.81% | 1/3/2024 |
 Charles Schwab (SCHW) | 0.03% | 0% | 40.29% | 1/3/2024 |
 iShares EUR High Yield Corp Bond UCITS ETF (EUNW.DE) | 0.03% | 1.32% | 2.13% | - |
 Telenor (TEL.OL) | 0.03% | 0% | 33.99% | 12/11/2023 |
 Lowe's (LOW) | 0.03% | 0% | 34.97% | 6/1/2023 |
 Danaher (DHR) | 0.03% | 0% | 36.77% | 1/9/2024 |
 Gevo (GEVO) | 0.03% | 0% | 27.93% | 6/6/2023 |
 Visa (V) | 0.03% | 0% | 38.25% | 7/22/2024 |
 Continental (CON.DE) | 0.03% | 0% | 35.95% | 12/11/2023 |
 National Grid (NG.L) | 0.03% | 0% | 36.86% | 10/9/2023 |
 Mastercard (MA) | 0.03% | 0% | 36.28% | 6/13/2023 |
 Eni SpA-ADR (E) | 0.03% | 0% | 31.29% | 1/10/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.02% | 0% | 15.4% | 6/6/2024 |
 Ethereum (ETH) | 0.02% | 0.08% | 27.27% | - |
 Accenture (ACN) | 0.02% | 0% | 33.09% | 7/17/2024 |
 Thermo Fisher (TMO) | 0.02% | 0% | 33.66% | 1/19/2024 |
 Moderna (MRNA) | 0.02% | 0% | 32.76% | 5/20/2024 |
 Generali (G.MI) | 0.02% | 0% | 35.14% | 7/12/2024 |
 Veolia (VIE.PA) | 0.02% | 0% | 33.66% | 12/8/2023 |
 BlackRock (BLK) | 0.02% | 0% | 34.73% | 1/3/2024 |
 Linde (LIN) | 0.02% | 0% | 35.95% | 6/1/2023 |
 AMD (AMD) | 0.02% | 0% | 30.71% | 5/9/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.02% | 0% | 29.48% | 3/20/2023 |
 Air Liquide (AI.PA) | 0.02% | 0% | 26.54% | 6/1/2023 |
 Duke Energy (DUK) | 0.02% | 0% | 27.19% | 10/2/2023 |
 ABB (ABBN.ZU) | 0.02% | 0% | 26.62% | 6/1/2023 |
 BYD (01211.HK) | 0.02% | 0% | 16.54% | 4/4/2023 |
 Costco (COST) | 0.02% | 0% | 21.7% | 5/11/2023 |
 Applied Materials (AMAT) | 0.02% | 0% | 24.41% | 6/1/2023 |
 Ford (F) | 0.02% | 0% | 22.6% | 7/15/2024 |
 Kinder Morgan (KMI) | 0.02% | 0% | 27.68% | 10/9/2023 |
 Starbucks (SBUX) | 0.02% | 0% | 26.04% | 7/22/2024 |
 Adyen (ADYEN.NV) | 0.02% | 0% | 22.69% | 1/4/2024 |
 Texas Instruments (TXN) | 0.02% | 0% | 25.96% | 6/27/2023 |
 Block Inc. (XYZ) | 0.02% | 0% | 43.65% | 7/13/2023 |
 NAB (NAB.ASX) | 0.01% | 0% | 19% | 12/4/2023 |
 Cigna (CI) | 0.01% | 0% | 16.22% | 7/24/2023 |
 Goldman Sachs (GS) | 0.01% | 0% | 24.16% | 5/9/2023 |
 McDonald's (MCD) | 0.01% | 0% | 24.41% | 8/9/2024 |
 Plug Power (PLUG) | 0.01% | 0% | 12.69% | 6/14/2023 |
 Consumer Discret Select Sector SPDR (XLY) | 0.01% | 0% | 2.38% | 12/2/2022 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.01% | 0% | 3.28% | 12/2/2022 |
 MercadoLibre (MELI) | 0.01% | 0% | 29.98% | 1/24/2023 |
 Honeywell (HON) | 0.01% | 0% | 23.01% | 5/9/2023 |
 Biogen (BIIB) | 0.01% | 0% | 21.21% | 9/28/2022 |
 Nintendo (NTDOY) | 0.01% | 0% | 17.12% | 6/1/2023 |
 Barrick (B) | 0.01% | 0% | 17.77% | 10/9/2023 |
 Colgate (CL) | 0.01% | 0% | 22.11% | 1/23/2024 |
 Repsol (REP.MC) | 0.01% | 0% | 18.26% | 8/2/2023 |
 CNR (CNI) | 0.01% | 0% | 15.81% | 10/10/2023 |
 Aena (AENA.MC) | 0.01% | 0% | 17.44% | 6/1/2023 |
 Magellan (MFG.ASX) | 0.01% | 0% | 17.04% | 6/21/2023 |
 Caterpillar (CAT) | 0.01% | 0% | 18.02% | 6/6/2023 |
 Dollar General (DG.US) | 0.01% | 0% | 12.45% | 2/2/2024 |
 American Express (AXP) | 0.01% | 0% | 17.12% | 5/12/2023 |
 Deutsche Bank (DB) | 0.01% | 0% | 12.86% | 3/24/2023 |
 GE Vernova (GEV) | 0.01% | 0% | 10.89% | 8/15/2024 |
 Nordea (NDA_SE.ST) | 0.01% | 0% | 14.41% | 4/12/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.01% | 0% | 0.49% | 10/3/2022 |
 Zoetis (ZTS) | 0.01% | 0% | 13.51% | 6/1/2023 |
 Siemens Healthineers (SHL.DE) | 0.01% | 0% | 9.09% | 10/16/2022 |
 EUR/USD (EURUSD) | 0.01% | 0% | 1.23% | 9/29/2022 |
 Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 0.01% | 0.08% | 9.25% | - |
 Neste (NESTE.HE) | 0.01% | 0% | 14.25% | 12/11/2023 |
 CME Group (CME) | 0.01% | 0% | 11.3% | 5/12/2023 |
 UniCredit (UCG.MI) | 0.01% | 0% | 8.93% | 7/22/2024 |
 Airbus (AIR.PA) | 0.01% | 0% | 10.48% | 11/4/2022 |
 Ecopetrol (EC) | 0.01% | 0% | 6.39% | 7/12/2023 |
 Intuit (INTU) | 0.01% | 0% | 10.57% | 5/9/2023 |
 Newmont (NEM) | 0.01% | 0% | 5.65% | 10/10/2023 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 6.06% | 10/3/2022 |
 Solventum (SOLV) | 0.01% | 0% | 10.97% | 8/15/2024 |
 LyondellBasell (LYB) | 0.01% | 0% | 8.52% | 3/28/2023 |
 DNB (DNB.OL) | 0% | 0% | 8.44% | 4/3/2023 |
 Ahold (AD.NV) | 0% | 0% | 7.94% | 3/28/2023 |
 Elevance Health (ELV) | 0% | 0% | 7.21% | 4/3/2023 |
 American Tower (AMT) | 0% | 0% | 4.34% | 6/27/2023 |
 Naturgy (NTGY.MC) | 0% | 0% | 7.62% | 4/3/2023 |
 EssilorLuxottica (EL.PA) | 0% | 0% | 4.67% | 4/12/2023 |
 ZIM (ZIM) | 0% | 0% | 4.5% | 7/12/2023 |
 Pernod Ricard (RI.PA) | 0% | 0% | 7.13% | 7/12/2024 |
 Deere (DE) | 0% | 0% | 5.57% | 9/4/2022 |
 GM (GM) | 0% | 0% | 5.73% | 12/12/2023 |
 Vanguard Financials ETF (VFH) | 0% | 0% | 0.41% | 10/3/2022 |
 Vanguard Information Technology (VGT) | 0% | 0% | 0.49% | 10/3/2022 |
 Lockheed Martin (LMT) | 0% | 0% | 4.5% | 3/16/2023 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.41% | 9/29/2022 |
 Kingsoft Cloud (KC) | 0% | 0% | 2.38% | 7/13/2023 |
 Shell (SHEL) | 0% | 0% | 0.41% | 1/5/2022 |
 AEP (AEP) | 0% | 0% | 3.28% | 10/18/2023 |
 Westpac (WBC.ASX) | 0% | 0% | 2.95% | 12/4/2023 |
 Vanguard Health Care ETF (VHT) | 0% | 0% | 0.41% | 10/3/2022 |
 iShares Physical Gold ETC (PPFB.DE) | 0% | 0.09% | 1.97% | - |
 MetLife (MET) | 0% | 0% | 2.78% | 6/7/2023 |
 S&P Global (SPGI) | 0% | 0% | 2.38% | 5/10/2023 |
 Norfolk Southern (NSC) | 0% | 0% | 2.29% | 6/1/2023 |
 Global X Uranium ETF (URA) | 0% | 0% | 2.29% | 10/3/2022 |
 RWE (RWE.DE) | 0% | 0% | 2.05% | 7/23/2024 |
 Northrop Grumman (NOC) | 0% | 0% | 2.29% | 6/1/2023 |
 Wuxi Biologics (02269.HK) | 0% | 0% | 2.21% | 10/14/2022 |
 Annaly (NLY) | 0% | 0% | 1.88% | 11/28/2022 |
 iShares Healthcare Innovation UCITS ETF (2B78.DE) | 0% | 0% | 0.41% | 12/4/2023 |
 Scatec (SCATC.OL) | 0% | 0% | 1.88% | 2/2/2023 |
 Renewables Infrastructure Group (TRIG.L) | 0% | 0% | 1.88% | 2/2/2023 |
 Vestas (VWS.CO) | 0% | 0% | 1.88% | 2/2/2023 |
 Orsted (ORSTED.CO) | 0% | 0% | 1.88% | 2/2/2023 |
 Ence (ENC.MC) | 0% | 0% | 1.8% | 2/1/2023 |
 Uber (UBER) | 0% | 0% | 1.15% | 5/9/2023 |
 Prologis (PLD) | 0% | 0% | 1.06% | 6/27/2023 |
 GE HealthCare (GEHC) | 0% | 0% | 0.57% | 1/11/2023 |
 Accelleron (ACLN.ZU) | 0% | 0% | 0.08% | 10/4/2022 |
 Sberbank Moscow (SBER.MOEX) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 12.74% | 12.05% |
| iShares JP Morgan EM Local Govt Bond UCITS ETF (IUSP.DE) | 7.91% | 8.38% |
| iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 6.52% | 6.71% |
| Aramco (SAOC) | 4.01% | 3.64% |
| Global X SuperDividend ETF (SDIV) | 2.09% | 1.7% |
| iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.07% | 1.22% |
| iShares MSCI China UCITS ETF (ICGA.DE) | 0.94% | 1.22% |
| Alibaba (9988.HK) | 1.63% | 1.08% |
| ABC (1288.HK) | 0.49% | 0.93% |
| AT&T (T) | 0.88% | 0.92% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.73% | 0.9% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 0.64% | 0.88% |
| iShares Core MSCI EM IMI UCITS ETF (IS3N.DE) | 0.8% | 0.87% |
| BAT (BATS.L) | 0.75% | 0.83% |
| iShares MSCI EM ESG Enhanced UCITS ETF USD Acc (EDM2.DE) | 0.75% | 0.82% |
| ICBC (1398.HK) | 0.56% | 0.77% |
| PetroChina (00857.HK) | 0.32% | 0.73% |
| iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 0.66% | 0.72% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.68% | 0.71% |
| Tencent (0700.HK) | 0.63% | 0.7% |
| Vale (VALE) | 0.88% | 0.7% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 0.57% | 0.67% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.61% | 0.65% |
| iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.62% | 0.65% |
| iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.61% | 0.62% |
| China Mobile (0941.HK) | 0.33% | 0.61% |
| CCB (0939.HK) | 0.42% | 0.6% |
| Pfizer (PFE) | 0.76% | 0.59% |
| Bank of China (3988.HK) | 0.34% | 0.57% |
| iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.43% | 0.53% |
| Alphabet (GOOG) | 0.24% | 0.52% |
| iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.53% | 0.5% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.3% | 0.5% |
| iShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE) | 0.46% | 0.49% |
| Xtrackers MSCI World Information Technology UCITS ETF (XDWT.DE) | 0.38% | 0.49% |
| Telefonica (TEF) | 0.8% | 0.49% |
| Vodafone (VOD) | 0.74% | 0.46% |
| Microsoft (MSFT) | 0.31% | 0.46% |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 0.39% | 0.42% |
| Apple (AAPL) | 0.22% | 0.42% |
| Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.32% | 0.41% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 0.32% | 0.4% |
| iShares MSCI USA UCITS ETF (SXR4.DE) | 0.32% | 0.4% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.32% | 0.39% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 0.32% | 0.38% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.3% | 0.36% |
| iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.34% | 0.36% |
| iShares MSCI World ESG Enhanced UCITS ETF (EDMW.DE) | 0.3% | 0.34% |
| Bristol-Myers Squibb (BMY) | 0.37% | 0.34% |
| Volkswagen (VOW3.DE) | 0.48% | 0.34% |
| Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 0.3% | 0.33% |
| Roche (ROG.ZU) | 0.25% | 0.31% |
| Nestle (NESN.ZU) | 0.38% | 0.3% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.23% | 0.27% |
| iShares Global Infrastructure UCITS ETF (IQQI.DE) | 0.22% | 0.27% |
| JD (9618.HK) | 0.3% | 0.27% |
| iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 0.23% | 0.26% |
| HSBC (HSBA.L) | 0.11% | 0.25% |
| China Telecom (0728.HK) | 0.11% | 0.24% |
| Petrobras (PBR) | 0.17% | 0.24% |
| Bank of America (BAC) | 0.12% | 0.24% |
| Cardano (ADA) | 0.08% | 0.23% |
| CNOOC (0883.HK) | 0.12% | 0.21% |
| Diageo (DGE.L) | 0.22% | 0.21% |
| JPMorgan (JPM) | 0.07% | 0.21% |
| Sinopec (0386.HK) | 0.17% | 0.2% |
| Altria (MO) | 0.11% | 0.2% |
| Wells Fargo (WFC) | 0.07% | 0.2% |
| Banco Santander (SAN) | 0.08% | 0.2% |
| Xtrackers MSCI World Health Care UCITS ETF (XDWH.DE) | 0.18% | 0.19% |
| Philip Morris (PM) | 0.09% | 0.19% |
| UBS (UBSG.ZU) | 0.1% | 0.19% |
| ARK Genomic Revolution ETF (ARKG) | 0.4% | 0.18% |
| CVS Health (CVS) | 0.3% | 0.18% |
| iShares Global Clean Energy UCITS ETF (IQQH.DE) | 0.2% | 0.17% |
| ETFMG Alternative Harvest ETF (MJ) | 1.11% | 0.17% |
| Bitcoin (BTC) | 0.09% | 0.16% |
| iShares MSCI Australia UCITS ETF (IBC6.DE) | 0.13% | 0.16% |
| Ping An (2318.HK) | 0.13% | 0.16% |
| Xtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE) | 0.13% | 0.15% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.14% | 0.15% |
| Samsung (SMSN.L) | 0.19% | 0.15% |
| AbbVie (ABBV) | 0.11% | 0.15% |
| Gazprom OAO-ADR (OGZDL.L) | 1.82% | 0.15% |
| VanEck Global Real Estate UCITS ETF (TRET.DE) | 0.11% | 0.14% |
| Allianz (ALV.DE) | 0.06% | 0.14% |
| iShares MSCI Canada UCITS ETF (SXR2.DE) | 0.11% | 0.13% |
| Novo Nordisk (NOVO-B.CO) | 0.12% | 0.13% |
| UnitedHealth (UNH) | 0.1% | 0.12% |
| BoCom (3328.HK) | 0.07% | 0.11% |
| GSK (GSK.L) | 0.12% | 0.11% |
| Schneider Electric (SU.PA) | 0.05% | 0.11% |
| AXA (CS.PA) | 0.07% | 0.11% |
| Raytheon (RTX) | 0.06% | 0.11% |
| Merck (MRK) | 0.1% | 0.11% |
| Johnson & Johnson (JNJ) | 0.1% | 0.11% |
| IBM (IBM) | 0.06% | 0.11% |
| Warner Bros Discovery (WBD) | 0.22% | 0.1% |
| Unilever (ULVR.L) | 0.07% | 0.1% |
| GE (GE) | 0.07% | 0.1% |
| Morgan Stanley (MS) | 0.05% | 0.09% |
| Siemens (SIE.DE) | 0.05% | 0.09% |
| Ethereum (ETH) | 0.05% | 0.08% |
| CMB (3968.HK) | 0.06% | 0.08% |
| UPS (UPS) | 0.11% | 0.08% |
| Verizon (VZ) | 0.08% | 0.08% |
| 3M (MMM) | 0.06% | 0.08% |
| Home Depot (HD) | 0.05% | 0.08% |
| Boeing (BA) | 0.05% | 0.08% |
| Novartis (NVS) | 0.06% | 0.07% |
| Abbott (ABT) | 0.05% | 0.07% |
| Zurich Insurance (ZURN.ZU) | 0.05% | 0.07% |
| BNP Paribas (BNP.PA) | 0.06% | 0.07% |
| Bayer (BAYN.DE) | 0.07% | 0.07% |
| Baidu (BIDU) | 0.1% | 0.07% |
| Walgreens (WBA) | 0.11% | 0.06% |
| Medtronic (MDT.US) | 0.05% | 0.06% |
| Sanofi (SAN.PA) | 0.05% | 0.06% |
| Mercedes-Benz (MBG.DE) | 0.08% | 0.06% |
| Nio (NIO) | 0.19% | 0.05% |
| Lukoil OAO-ADR (LKOD.L) | 1.33% | 0.03% |
| Sberbank Moscow (SBER.MOEX) | 0% | 0% |