Portfolio Diversification
Range
Most Diversified
10 instruments
December 31, 2024
Least Diversified
0 instruments
January 21, 2024
Average
5.8 instruments
Most Consistent Holdings
Top 5
XCX5.L99.47%
CSP1.L99.47%
SBUX93.14%
GOOG74.93%
CRM65.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 21, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Starbucks (SBUX) | 22.73% | 18.92% | 93.14% | - |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 18.26% | 7.81% | 99.47% | - |
| Alphabet (GOOG) | 16.55% | 19.53% | 74.93% | - |
| Salesforce (CRM) | 12.43% | 14.89% | 65.96% | - |
| Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 10.73% | 3.35% | 99.47% | - |
 Visa (V) | 5.23% | 8.64% | 51.98% | - |
 Qualcomm (QCOM) | 3.89% | 7.58% | 42.22% | - |
 ASML (ASML) | 2.1% | 6.87% | 27.7% | - |
 Novo-Nordisk (NVO) | 1.26% | 5.79% | 17.94% | - |
 Uber (UBER) | 0.64% | 6.55% | 9.76% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 18.06% | 19.45% |
| Starbucks (SBUX) | 18.01% | 16.98% |
| Salesforce (CRM) | 11.35% | 15.73% |
| Visa (V) | 8.07% | 8.6% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 7.57% | 8.31% |
| Qualcomm (QCOM) | 9.18% | 7.32% |
| ASML (ASML) | 7.96% | 7.08% |
| Novo-Nordisk (NVO) | 9.08% | 6.55% |
| Uber (UBER) | 6.85% | 6.16% |
| Xtrackers MSCI India Swap UCITS ETF (XCX5.L) | 3.78% | 3.74% |