Portfolio Diversification
Range
Most Diversified
11 instruments
April 11, 2025
Least Diversified
0 instruments
December 18, 2024
Average
5.6 instruments
Most Consistent Holdings
Top 5
ABBV80.87%
XDW0.DE70.43%
WMB62.61%
KMI62.61%
LLY53.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 18, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AbbVie (ABBV) | 26.24% | 24.97% | 80.87% | - |
| Eli Lilly (LLY) | 9.78% | 0% | 53.04% | 3/10/2025 |
 Ionq (IONQ) | 8.83% | 0% | 48.7% | 2/27/2025 |
| Xtrackers MSCI World Energy UCITS ETF (XDW0.DE) | 7.07% | 7.34% | 70.43% | - |
| Williams (WMB) | 3.83% | 5.27% | 62.61% | - |
| Kinder Morgan (KMI) | 3.63% | 4.94% | 62.61% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 3.53% | 6.9% | 44.35% | - |
 iShares EUR Corp Bond Large Cap UCITS ETF (IBCS.DE) | 2.54% | 6.17% | 36.52% | - |
 Sagimet Biosciences (SGMT) | 1.95% | 0% | 41.74% | 2/25/2025 |
 iShares Emerging Asia Local Govt Bond UCITS ETF (IS0S.DE) | 1.78% | 4.21% | 36.52% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.84% | 10.35% | 7.83% | - |
 Bitcoin (BTC) | 0.65% | 7.73% | 7.83% | - |
 Ethereum (ETH) | 0.19% | 2.11% | 7.83% | - |
 ASML (ASML.NV) | 0.08% | 8.68% | 0.87% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|