Portfolio Diversification
Range
Most Diversified
53 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
34.9 instruments
Most Consistent Holdings
Top 5
MSFT99.72%
DHL.DE99.72%
NDA.DE99.72%
TMUS99.72%
VTV99.72%
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 |
|---|---|---|---|---|
| Vanguard Value ETF (VTV) | 11.28% | 11.58% | 99.72% | - |
 iShares Core Dividend Growth ETF (DGRO) | 5.35% | 0% | 60.65% | 6/7/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 4.73% | 0% | 98.8% | 12/4/2025 |
| Microsoft (MSFT) | 4.31% | 5.63% | 99.72% | - |
 iShares Semiconductor ETF (SOXX) | 4.3% | 0% | 98.87% | 12/4/2025 |
 Deutsche Telekom (DTE.DE) | 4.16% | 6.71% | 99.65% | - |
 Siemens (SIE.DE) | 3.61% | 5.28% | 99.58% | - |
 AIXTRON (AIXA.DE) | 3.56% | 0% | 93.42% | 9/16/2025 |
 RWE (RWE.DE) | 3.52% | 0% | 97.1% | 11/7/2025 |
| Deutsche Post (DHL.DE) | 3.3% | 5.29% | 99.72% | - |
| Aurubis (NDA.DE) | 3.05% | 5.44% | 99.72% | - |
 Linde (LIN) | 2.98% | 4.04% | 99.65% | - |
 ASML (ASML.NV) | 2.94% | 5.19% | 99.65% | - |
 Rio Tinto (RIO.L) | 2.67% | 5.92% | 94.9% | - |
 SAP (SAP.DE) | 2.31% | 3.8% | 99.65% | - |
 NextEra (NEE) | 2.21% | 5.14% | 99.65% | - |
 Tomra (TOM.OL) | 2.16% | 0% | 97.95% | 11/21/2025 |
| T-Mobile (TMUS) | 1.94% | 2.15% | 99.72% | - |
 Rheinmetall (RHM.DE) | 1.77% | 4.71% | 38.57% | - |
 Defiance Connective Technologies ETF (SIXG) | 1.76% | 0% | 49.68% | 1/2/2024 |
 Iberdrola (IBE.MC) | 1.6% | 0% | 60.79% | 11/7/2025 |
 Encavis (ECV.DE) | 1.58% | 0% | 69.29% | 10/7/2024 |
 Renewables Infrastructure Group (TRIG.L) | 1.55% | 0% | 75.23% | 12/31/2024 |
 Mercedes-Benz (MBG.DE) | 1.32% | 0% | 63.13% | 7/12/2024 |
 BASF (BAS.DE) | 1.31% | 0% | 93.35% | 9/15/2025 |
 Evonik (EVK.DE) | 1.26% | 0% | 93.35% | 9/15/2025 |
 Volkswagen (VOW3.DE) | 1.22% | 0% | 63.13% | 7/12/2024 |
 Amazon (AMZN) | 1.17% | 0% | 46.43% | 11/17/2023 |
 Adobe (ADBE) | 1.04% | 0% | 54.56% | 3/12/2024 |
 NextEra Energy Partners (XIFR) | 1.01% | 0% | 73.67% | 12/9/2024 |
 Infineon (IFX.DE) | 0.97% | 0% | 74.45% | 12/20/2024 |
 Invesco Solar ETF (TAN) | 0.92% | 0% | 63.34% | 7/15/2024 |
 Covestro (1COV.DE) | 0.92% | 0% | 69.29% | 10/7/2024 |
 Waste Management (WM) | 0.8% | 3.23% | 28.73% | - |
 Cameco (CCJ) | 0.62% | 0% | 22.36% | 9/15/2025 |
 HelloFresh (HFG.DE) | 0.61% | 0% | 46.43% | 11/17/2023 |
 Financial Select Sector SPDR (XLF) | 0.61% | 0% | 32.2% | 4/26/2023 |
 Vanguard Financials ETF (VFH) | 0.6% | 0% | 32.2% | 4/26/2023 |
 ZIM (ZIM) | 0.54% | 0% | 51.24% | 3/13/2024 |
 Zalando (ZAL.DE) | 0.54% | 0% | 61.08% | 6/13/2024 |
 UEC (UEC) | 0.52% | 0% | 22.36% | 9/15/2025 |
 Salesforce (CRM) | 0.48% | 0% | 48.69% | 12/19/2023 |
 Etsy (ETSY) | 0.31% | 0% | 46.43% | 11/17/2023 |
 Varta (VAR1.DE) | 0.29% | 0% | 32.77% | 5/4/2023 |
 ELMOS (ELG.DE) | 0.27% | 0% | 19.89% | 12/20/2024 |
 Orsted (ORSTED.CO) | 0.24% | 0% | 46.43% | 11/17/2023 |
 PayPal (PYPL) | 0.23% | 0% | 50.74% | 1/17/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.19% | 0% | 19.67% | 10/19/2022 |
 Nordex (NDX1.DE) | 0.16% | 0% | 12.1% | 6/21/2022 |
 Mastercard (MA) | 0.13% | 0% | 6.72% | 4/6/2022 |
 Visa (V) | 0.11% | 0% | 6.58% | 4/4/2022 |
 Logitech (LOGN.ZU) | 0.11% | 0% | 19.67% | 10/19/2022 |
 QuantumScape (QS) | 0.1% | 0% | 74.17% | 12/16/2024 |
 First Solar (FSLR) | 0.1% | 0% | 10.62% | 12/13/2024 |
 QUALTRICS INTERNATIONAL-CL A (XM) | 0.09% | 0% | 34.61% | 5/30/2023 |
 Leidos (LDOS) | 0.08% | 0% | 4.81% | 3/10/2022 |
 Fortum (FORTUM.HE) | 0.06% | 0% | 10.54% | 12/9/2024 |
 QIAGEN (QIA.DE) | 0.05% | 0% | 6.65% | 4/5/2022 |
 Ams (AMS.ZU) | 0.04% | 0% | 4.81% | 3/10/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.03% | 0% | 2.34% | 2/2/2022 |
 Ishares Nasdaq Biotechnology (IBB) | 0.02% | 0% | 2.34% | 2/2/2022 |
 Supermicro (SMCI) | 0.02% | 0% | 1.7% | 11/1/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.02% | 0% | 2.34% | 2/2/2022 |
 Alteryx Inc. (AYX) | 0.01% | 0% | 2.34% | 2/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Value ETF (VTV) | 7.4% | 9.56% |
| Deutsche Telekom (DTE.DE) | 1.93% | 2.92% |
| Rio Tinto (RIO.L) | 3.38% | 2.77% |
| VanEck Vectors Semiconductor ETF (SMH) | 1.57% | 2.69% |
| Microsoft (MSFT) | 1.82% | 2.67% |
| NextEra (NEE) | 3.15% | 2.64% |
| Iberdrola (IBE.MC) | 2.37% | 2.59% |
| RWE (RWE.DE) | 3.49% | 2.59% |
| Linde (LIN) | 2.05% | 2.57% |
| iShares Semiconductor ETF (SOXX) | 1.9% | 2.52% |
| AIXTRON (AIXA.DE) | 3.57% | 2.39% |
| Siemens (SIE.DE) | 1.73% | 2.36% |
| Deutsche Post (DHL.DE) | 3.11% | 2.32% |
| Rheinmetall (RHM.DE) | 1.9% | 2.3% |
| Tomra (TOM.OL) | 3.19% | 2.24% |
| ASML (ASML.NV) | 2.01% | 2.22% |
| Aurubis (NDA.DE) | 2.69% | 2.21% |
| SAP (SAP.DE) | 1.21% | 2.15% |
| Cameco (CCJ) | 2.28% | 2.03% |
| Waste Management (WM) | 2.28% | 2.03% |
| UEC (UEC) | 2.28% | 1.86% |
| BASF (BAS.DE) | 1.74% | 1.16% |
| T-Mobile (TMUS) | 0.66% | 1.12% |
| Evonik (EVK.DE) | 1.67% | 1.05% |