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Portfolio Diversification
Range
Most Diversified
12 instruments
June 25, 2025
Least Diversified
0 instruments
December 18, 2024
Average
9.1 instruments
Most Consistent Holdings
Top 5
WMB89.69%
KMI89.24%
LQD85.65%
IBCS.DE83.63%
IS0S.DE82.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 18, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 17.83% | 35.98% | 51.35% | - |
 AbbVie (ABBV) | 13.53% | 0% | 48.43% | 8/12/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 7.97% | 13% | 76.23% | - |
 ASML (ASML.NV) | 7.86% | 13.86% | 74.44% | - |
 Bitcoin (BTC) | 6.39% | 5.18% | 76.23% | - |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 5.46% | 5.67% | 85.65% | - |
| Williams (WMB) | 4.64% | 0% | 89.69% | 3/5/2026 |
| iShares EUR Corp Bond Large Cap UCITS ETF (IBCS.DE) | 4.62% | 4.88% | 83.63% | - |
| Kinder Morgan (KMI) | 4.26% | 0% | 89.24% | 3/5/2026 |
 Lululemon (LULU) | 3.64% | 5.29% | 57.62% | - |
 Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 3.06% | 0% | 34.98% | 6/25/2025 |
| iShares Emerging Asia Local Govt Bond UCITS ETF (IS0S.DE) | 3.05% | 0% | 82.96% | 3/5/2026 |
 Eli Lilly (LLY) | 2.52% | 0% | 13.68% | 3/10/2025 |
 Ionq (IONQ) | 2.28% | 0% | 12.56% | 2/27/2025 |
 Ethereum (ETH) | 0.75% | 0% | 24.89% | 7/23/2025 |
 Sagimet Biosciences (SGMT) | 0.5% | 0% | 10.76% | 2/25/2025 |
 iShares Edge MSCI Europe Value Factor UCITS ETF (CEMS.DE) | 0.05% | 7.79% | 0.67% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 39.21% | 37.78% |
| ASML (ASML.NV) | 8.78% | 11.45% |
| iShares Physical Gold ETC (PPFB.DE) | 9.58% | 11.25% |
| Bitcoin (BTC) | 7.62% | 6.94% |
| Lululemon (LULU) | 8.39% | 6.66% |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 6.43% | 5.83% |
| iShares EUR Corp Bond Large Cap UCITS ETF (IBCS.DE) | 5.74% | 5.03% |
| Williams (WMB) | 4.81% | 4.66% |
| Kinder Morgan (KMI) | 4.78% | 4.26% |
| iShares Emerging Asia Local Govt Bond UCITS ETF (IS0S.DE) | 4.11% | 3.28% |
Cash & Instruments Over Time
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