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Portfolio Diversification
Range
Most Diversified
8 instruments
March 11, 2025
Least Diversified
0 instruments
November 16, 2024
Average
5.2 instruments
Most Consistent Holdings
Top 5
VXUS98.36%
IAU84.36%
SXXPIEX.DE79.27%
RMS.PA69.64%
MCHI67.09%
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) | 25.82% | 26.73% | 98.36% | - |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 11.49% | 15.46% | 79.27% | - |
| iShares Gold Trust (IAU) | 10.37% | 13.59% | 84.36% | - |
| Hermes (RMS.PA) | 7.58% | 8.01% | 69.64% | - |
 Vanguard S&P 500 ETF (VOO) | 7.12% | 0% | 24.91% | 4/11/2025 |
| iShares MSCI China ETF (MCHI) | 6.85% | 9.22% | 67.09% | - |
 ASML (ASML) | 3.91% | 0% | 31.09% | 5/15/2025 |
 Safran (SAF.PA) | 2.65% | 0% | 29.09% | 5/12/2025 |
 Waste Management (WM) | 1.03% | 0% | 14.73% | 3/3/2025 |
 NextEra (NEE) | 0.78% | 0% | 9.64% | 4/8/2025 |
 Siemens Energy (ENR.DE) | 0.58% | 0% | 8.18% | 4/17/2025 |
 Visa (V) | 0.47% | 0% | 6.73% | 5/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total International Stock ETF (VXUS) | 21.69% | 24.1% |
| iShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE) | 15.22% | 14.51% |
| iShares Gold Trust (IAU) | 9.95% | 13.13% |
| Hermes (RMS.PA) | 13.98% | 10.77% |
| iShares MSCI China ETF (MCHI) | 10.25% | 10.07% |
Cash & Instruments Over Time
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