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Portfolio Diversification
Range
Most Diversified
38 instruments
January 26, 2023
Least Diversified
0 instruments
February 15, 2026
Average
25.3 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
BRK.B99.75%
DTE.DE99.75%
DB1.DE99.75%
IFX.DE99.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares 0-1 Year Treasury Bond (SHV) | 21.08% | 20.86% | 92.64% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 14.04% | 14.26% | 91.14% | - |
 Arista (ANET) | 6.05% | 11.08% | 99.75% | - |
 Cadence (CDNS) | 3.84% | 4.06% | 99.75% | - |
 Novo Nordisk (NOVO-B.CO) | 3.56% | 1.34% | 99.75% | - |
| Berkshire Hathaway (BRK.B) | 3.25% | 3.32% | 99.75% | - |
 Fortinet (FTNT) | 3.21% | 3.17% | 99.75% | - |
| Deutsche Telekom (DTE.DE) | 3.2% | 3.45% | 99.75% | - |
| Infineon (IFX.DE) | 2.93% | 3.89% | 99.75% | - |
 Novartis (NVS) | 2.88% | 3.7% | 96.82% | - |
 Wolters Kluwer (WKL.NV) | 2.85% | 1.32% | 99.75% | - |
| Deutsche Boerse (DB1.DE) | 2.82% | 3.4% | 99.75% | - |
| Apple (AAPL) | 2.78% | 3.31% | 99.75% | - |
 Cigna (CI) | 2.4% | 2% | 99.75% | - |
 Veeva (VEEV) | 2.29% | 1.65% | 99.75% | - |
 Elevance Health (ELV) | 2.05% | 1.38% | 99.75% | - |
 Hershey (HSY) | 2.01% | 1.77% | 99.75% | - |
 STMicroelectronics (STMPA.PA) | 2.01% | 2.11% | 99.75% | - |
 Genmab (GMAB.CO) | 1.94% | 1.54% | 99.75% | - |
 ADM (ADM) | 1.74% | 1.68% | 99.75% | - |
 Block Inc. (XYZ) | 1.7% | 1.69% | 99.75% | - |
 PayPal (PYPL) | 1.53% | 1.07% | 99.75% | - |
 Enphase (ENPH) | 1.2% | 0.37% | 99.75% | - |
 Neste (NESTE.HE) | 1.04% | 0.88% | 99.75% | - |
 Inditex (ITX.MC) | 0.24% | 0% | 8.61% | 4/17/2023 |
 Steel Dynamics (STLD) | 0.21% | 0% | 5.94% | 3/15/2023 |
 Sandoz (SDZNY) | 0.19% | 0.42% | 76.59% | - |
 LVMH (MC.PA) | 0.17% | 0% | 5.77% | 3/13/2023 |
 Jazz Pharmaceuticals (JAZZ) | 0.14% | 0% | 5.6% | 3/10/2023 |
 QinetiQ (QQ.L) | 0.13% | 0% | 5.85% | 3/14/2023 |
 Public Storage (PSA) | 0.11% | 0% | 5.6% | 3/10/2023 |
 Merck (MRK) | 0.09% | 0% | 2.93% | 2/6/2023 |
 Leonardo (LDO.MI) | 0.07% | 0% | 2.93% | 2/6/2023 |
 Sanofi (SAN.PA) | 0.07% | 0% | 2.93% | 2/6/2023 |
 Edenred (EDEN.PA) | 0.07% | 0% | 2.93% | 2/6/2023 |
 Santander (SAN.MC) | 0.07% | 0% | 2.84% | 4/17/2023 |
 Elekta (EKTAB.ST) | 0.07% | 0% | 2.93% | 2/6/2023 |
 Cognizant (CTSH) | 0.07% | 0% | 2.93% | 2/6/2023 |
 BNP Paribas (BNP.PA) | 0.07% | 0% | 2.68% | 4/17/2023 |
 C.H. Robinson (CHRW) | 0.06% | 0% | 2.93% | 2/6/2023 |
 AMD (AMD) | 0.05% | 0% | 2.93% | 2/6/2023 |
 RingCentral (RNG) | 0.05% | 0% | 2.93% | 2/6/2023 |
 SalMar (SALM.OL) | 0.05% | 0% | 3.01% | 2/7/2023 |
 Microsoft (MSFT) | 0.04% | 0% | 1.51% | 2/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 0-1 Year Treasury Bond (SHV) | 23.95% | 21.88% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 16.77% | 15.03% |
| Arista (ANET) | 2.4% | 9.12% |
| Cadence (CDNS) | 2.4% | 4.18% |
| Berkshire Hathaway (BRK.B) | 2.4% | 3.71% |
| Novartis (NVS) | 2.4% | 3.55% |
| Apple (AAPL) | 2.4% | 3.49% |
| Deutsche Telekom (DTE.DE) | 2.4% | 3.38% |
| Fortinet (FTNT) | 2.4% | 3.23% |
| Infineon (IFX.DE) | 2.4% | 3.14% |
| Deutsche Boerse (DB1.DE) | 2.4% | 2.99% |
| Veeva (VEEV) | 2.4% | 2.29% |
| Cigna (CI) | 2.4% | 2.09% |
| Genmab (GMAB.CO) | 2.4% | 1.86% |
| Wolters Kluwer (WKL.NV) | 2.4% | 1.84% |
| Novo Nordisk (NOVO-B.CO) | 2.4% | 1.83% |
| Hershey (HSY) | 2.4% | 1.77% |
| Elevance Health (ELV) | 2.4% | 1.6% |
| Block Inc. (XYZ) | 2.4% | 1.57% |
| ADM (ADM) | 2.4% | 1.49% |
| PayPal (PYPL) | 2.4% | 1.28% |
| STMicroelectronics (STMPA.PA) | 2.4% | 1.21% |
| Neste (NESTE.HE) | 2.4% | 0.69% |
| Enphase (ENPH) | 2.4% | 0.37% |
| Sandoz (SDZNY) | 0% | 0.37% |
Cash & Instruments Over Time
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