Portfolio Diversification
Range
Most Diversified
25 instruments
April 14, 2024
Least Diversified
0 instruments
June 13, 2022
Average
20.1 instruments
Most Consistent Holdings
Top 5
T99.79%
DTE.DE99.79%
ALV.DE99.57%
NIO98.93%
BAYN.DE98.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 13, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Allianz (ALV.DE) | 10.18% | 0% | 99.57% | 2/1/2025 |
 ACS (ACS.MC) | 6.3% | 0% | 95.82% | 2/1/2025 |
| AT&T (T) | 6.13% | 0% | 99.79% | 2/1/2025 |
 freenet (FNTN.DE) | 4.65% | 0% | 82.33% | 2/1/2025 |
 BMW (BMW.DE) | 4.1% | 0% | 56.53% | 2/1/2025 |
 Apple (AAPL) | 4.05% | 0% | 20.45% | 1/12/2023 |
| Deutsche Telekom (DTE.DE) | 3.91% | 0% | 99.79% | 2/1/2025 |
| Bayer (BAYN.DE) | 3.88% | 0% | 98.29% | 2/1/2025 |
 Hapag-Lloyd (HLAG.DE) | 3.84% | 0% | 77.52% | 2/1/2025 |
 AXA (CS.PA) | 3.65% | 0% | 76.66% | 2/1/2025 |
 Amazon (AMZN) | 3.4% | 0% | 22.48% | 2/3/2023 |
 Orange (ORA.PA) | 3.37% | 0% | 79.23% | 2/1/2025 |
 BASF (BAS.DE) | 3.24% | 0% | 83.62% | 2/1/2025 |
 Swedbank (SWED-A.ST) | 3.08% | 0% | 77.41% | 2/1/2025 |
 PayPal (PYPL) | 2.3% | 0% | 75.7% | 9/4/2024 |
 Verizon (VZ) | 2.26% | 0% | 79.34% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 2.11% | 0% | 80.62% | 1/31/2025 |
 Wacker Chemie (WCH.DE) | 2.05% | 0% | 76.55% | 2/1/2025 |
 Telefonica Deutschland Holding AG (O2D.DE) | 1.83% | 0% | 48.29% | 4/16/2024 |
 Coca-Cola (KO) | 1.83% | 0% | 22.27% | 1/30/2023 |
 Telefonica (TEF.MC) | 1.8% | 0% | 79.34% | 2/1/2025 |
 IBM (IBM) | 1.71% | 0% | 69.27% | 10/1/2024 |
 Stellantis (STLA.US) | 1.64% | 0% | 39.72% | 2/1/2025 |
 BNP Paribas (BNP.PA) | 1.59% | 0% | 82.98% | 2/1/2025 |
| Nio (NIO) | 1.28% | 0% | 98.93% | 2/1/2025 |
 Broadcom (AVGO) | 0.98% | 0% | 15.74% | 2/1/2025 |
 NVIDIA (NVDA) | 0.96% | 0% | 15.31% | 11/28/2022 |
 Torm PLC (TRMD-A.CO) | 0.9% | 0% | 13.7% | 2/1/2025 |
 Disney (DIS) | 0.76% | 0% | 18.74% | 1/4/2023 |
 3M (MMM) | 0.72% | 0% | 18.31% | 7/29/2024 |
 Repsol (REP.MC) | 0.7% | 0% | 30.09% | 2/1/2025 |
 Uber (UBER) | 0.65% | 0% | 11.99% | 1/9/2023 |
 Bitcoin (BTC) | 0.61% | 0% | 19.7% | 10/16/2024 |
 Vodafone (VOD) | 0.59% | 0% | 13.06% | 2/1/2025 |
 Pfizer (PFE) | 0.55% | 0% | 16.06% | 11/25/2022 |
 Credit Suisse Group AG (CSGN.ZU) | 0.07% | 0% | 8.89% | 6/8/2023 |
 Intel (INTC) | 0.02% | 0% | 0.64% | 2/3/2023 |
 DividendGrowth | 0.02% | 0% | 0.54% | 12/5/2022 |
 Solventum (SOLV) | 0.02% | 0% | 2.36% | 4/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Allianz (ALV.DE) | 5.21% | 8.2% |
| Broadcom (AVGO) | 4.36% | 7.41% |
| AT&T (T) | 5.75% | 7.04% |
| ACS (ACS.MC) | 3.93% | 7.03% |
| Torm PLC (TRMD-A.CO) | 9.79% | 6.87% |
| BMW (BMW.DE) | 7.69% | 6.86% |
| Vodafone (VOD) | 5.42% | 4.75% |
| Hapag-Lloyd (HLAG.DE) | 5.43% | 4.5% |
| freenet (FNTN.DE) | 3.32% | 4.45% |
| AXA (CS.PA) | 3.22% | 3.89% |
| BASF (BAS.DE) | 3.94% | 3.57% |
| Stellantis (STLA.US) | 5.43% | 3.47% |
| Deutsche Telekom (DTE.DE) | 1.99% | 3.2% |
| Swedbank (SWED-A.ST) | 2.82% | 3.1% |
| Orange (ORA.PA) | 2.85% | 2.78% |
| Verizon (VZ) | 2.21% | 2.13% |
| Repsol (REP.MC) | 2.54% | 2.02% |
| Telefonica (TEF.MC) | 1.49% | 1.64% |
| Mercedes-Benz (MBG.DE) | 1.71% | 1.52% |
| BNP Paribas (BNP.PA) | 1.16% | 1.33% |
| Wacker Chemie (WCH.DE) | 2.53% | 1.25% |
| Bayer (BAYN.DE) | 3.28% | 1.14% |
| Nio (NIO) | 1.72% | 0.35% |