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Portfolio Diversification
Range
Most Diversified
37 instruments
May 11, 2023
Least Diversified
0 instruments
April 4, 2026
Average
20 instruments
Most Consistent Holdings
Top 5
SPY99.59%
SWDA.L99.25%
BRK.B97.33%
SHEL.L94.14%
SPY5.L74.78%
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 |
|---|---|---|---|---|
| SS SPDR S&P 500 UCITS ETF (SPY5.L) | 32.95% | 0% | 74.78% | 8/15/2025 |
| Berkshire Hathaway (BRK.B) | 18.94% | 0% | 97.33% | 9/14/2026 |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 13.51% | 26.24% | 99.25% | - |
 iShares Core S&P 500 UCITS ETF (SXR8.DE) | 7.2% | 22.48% | 44.75% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 5.67% | 19.87% | 31.01% | - |
 iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L) | 1.77% | 0% | 44.64% | 6/24/2025 |
 Bank of America (BAC) | 1.71% | 0% | 55.71% | 9/19/2024 |
| State Street SPDR S&P 500 ETF (SPY) | 1.62% | 2.66% | 99.59% | - |
 Federal Realty (FRT) | 1.46% | 0% | 57.97% | 10/29/2024 |
 Apple (AAPL) | 1.32% | 0% | 55.71% | 9/19/2024 |
 Alphabet (GOOG) | 1.13% | 0% | 49.68% | 6/7/2024 |
 Iron Mountain (IRM) | 0.94% | 0% | 55.54% | 9/16/2024 |
 NVIDIA (NVDA) | 0.91% | 0% | 24.81% | 7/30/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.88% | 0% | 55.3% | 9/19/2024 |
 JPMorgan (JPM) | 0.76% | 0% | 45.04% | 3/18/2024 |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 0.63% | 0% | 31.07% | 10/29/2024 |
 Coca-Cola (KO) | 0.56% | 0% | 47.25% | 4/25/2024 |
 Amundi Prime All Country World UCITS ETF Acc (WEBN.DE) | 0.51% | 29.5% | 1.74% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.45% | 0% | 34.03% | 9/16/2024 |
 Meta (META) | 0.42% | 0% | 41.28% | 1/12/2024 |
 Amazon (AMZN) | 0.41% | 0% | 55.71% | 9/19/2024 |
 Nestle (NESN.ZU) | 0.4% | 0% | 55.65% | 9/18/2024 |
 Microsoft (MSFT) | 0.4% | 0% | 29.33% | 6/16/2023 |
 Moody's (MCO) | 0.38% | 0% | 45.86% | 4/1/2024 |
 Kraft Heinz (KHC) | 0.36% | 0% | 55.71% | 9/19/2024 |
 Procter & Gamble (PG) | 0.24% | 0% | 32.06% | 8/2/2023 |
 Sherwin-Williams (SHW) | 0.23% | 0% | 43.25% | 2/27/2024 |
 Atlas Copco (ATCO-A.ST) | 0.23% | 0% | 27.3% | 5/12/2023 |
 American Express (AXP) | 0.22% | 0% | 21.39% | 1/27/2023 |
 AMD (AMD) | 0.22% | 0% | 39.19% | 12/7/2023 |
 CVS Health (CVS) | 0.19% | 0% | 55.71% | 9/19/2024 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.18% | 0% | 48.87% | 5/23/2024 |
 BlackStone (BX) | 0.17% | 0% | 55.3% | 9/12/2024 |
 Navient (NAVI) | 0.16% | 0% | 55.3% | 9/12/2024 |
 S&P Global (SPGI) | 0.15% | 0% | 42.32% | 1/30/2024 |
| Shell (SHEL.L) | 0.13% | 0.26% | 94.14% | - |
 STMicroelectronics (STMPA.PA) | 0.1% | 0% | 21.39% | 1/27/2023 |
 Johnson & Johnson (JNJ) | 0.1% | 0% | 18.96% | 12/13/2022 |
 Adobe (ADBE) | 0.09% | 0% | 28.93% | 6/9/2023 |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.08% | 0% | 33.97% | 9/16/2024 |
 Crowdstrike (CRWD) | 0.07% | 0% | 32.93% | 8/20/2023 |
 TSMC (TSM) | 0.07% | 0% | 28.06% | 5/25/2023 |
 PostNL (PNL.NV) | 0.06% | 0% | 20.52% | 6/15/2023 |
 ZIM (ZIM) | 0.04% | 0% | 6.38% | 4/25/2022 |
 EA (EA) | 0.01% | 0% | 3.25% | 4/5/2023 |
 Ubisoft (UBI.PA) | 0% | 0% | 0.46% | 5/26/2023 |
 GoPro (GPRO) | 0% | 0% | 0.52% | 10/6/2023 |
 Parker-Hannifin (PH) | 0% | 0% | 0.41% | 5/17/2023 |
 Alibaba (BABA) | 0% | 0% | 0.06% | 3/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 25.72% | 31.25% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 24.21% | 25.31% |
| iShares Core S&P 500 UCITS ETF (SXR8.DE) | 25.7% | 20.81% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 21.86% | 18.54% |
| State Street SPDR S&P 500 ETF (SPY) | 2.02% | 2.57% |
| Shell (SHEL.L) | 0.2% | 0.19% |
Cash & Instruments Over Time
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