Portfolio Diversification
Range
Most Diversified
8 instruments
March 11, 2025
Least Diversified
0 instruments
November 16, 2024
Average
5.4 instruments
Most Consistent Holdings
Top 5
VXUS98.69%
IAU78.48%
SXXPIEX.DE71.13%
RMS.PA57.22%
MCHI53.54%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 16, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard Total International Stock ETF (VXUS) | 26.43% | 24.26% | 98.69% | - |
 Vanguard S&P 500 ETF (VOO) | 10.28% | 0% | 35.96% | 4/11/2025 |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 10.24% | 14.3% | 71.13% | - |
| iShares Gold Trust (IAU) | 8.85% | 12.9% | 78.48% | - |
| Hermes (RMS.PA) | 6.82% | 11.1% | 57.22% | - |
 ASML (ASML) | 5.65% | 0% | 44.88% | 5/15/2025 |
| iShares MSCI China ETF (MCHI) | 5.64% | 10.59% | 53.54% | - |
 Safran (SAF.PA) | 3.82% | 0% | 41.99% | 5/12/2025 |
 Waste Management (WM) | 1.48% | 0% | 21.26% | 3/3/2025 |
 NextEra (NEE) | 1.12% | 0% | 13.91% | 4/8/2025 |
 Siemens Energy (ENR.DE) | 0.84% | 0% | 11.81% | 4/17/2025 |
 Visa (V) | 0.68% | 0% | 9.71% | 5/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total International Stock ETF (VXUS) | 39.36% | 39.07% |
| Vanguard S&P 500 ETF (VOO) | 31.64% | 32.28% |
| ASML (ASML) | 12.24% | 12.75% |
| Safran (SAF.PA) | 8.99% | 8.61% |
| Waste Management (WM) | 7.12% | 6.78% |