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Portfolio Diversification
Range
Most Diversified
38 instruments
January 26, 2023
Least Diversified
0 instruments
February 15, 2026
Average
25.1 instruments
Most Consistent Holdings
Top 5
NESTE.HE99.6%
FTNT99.6%
BRK.B99.52%
WKL.NV99.52%
NOVO-B.CO99.44%
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) | 21.01% | 19.46% | 92.75% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 13.94% | 13.02% | 90.9% | - |
 Arista (ANET) | 6.14% | 9.53% | 99.19% | - |
 Cadence (CDNS) | 3.84% | 4.47% | 99.28% | - |
| Novo Nordisk (NOVO-B.CO) | 3.47% | 1.41% | 99.44% | - |
| Berkshire Hathaway (BRK.B) | 3.24% | 3.2% | 99.52% | - |
| Fortinet (FTNT) | 3.24% | 5.24% | 99.6% | - |
 Deutsche Telekom (DTE.DE) | 3.18% | 2.98% | 99.19% | - |
 Infineon (IFX.DE) | 2.99% | 5.97% | 99.19% | - |
 Novartis (NVS) | 2.89% | 3.41% | 96.54% | - |
 Deutsche Boerse (DB1.DE) | 2.82% | 2.93% | 99.36% | - |
 Apple (AAPL) | 2.78% | 3.51% | 99.19% | - |
| Wolters Kluwer (WKL.NV) | 2.78% | 1.12% | 99.52% | - |
 Cigna (CI) | 2.37% | 1.96% | 99.28% | - |
 Veeva (VEEV) | 2.25% | 1.57% | 99.36% | - |
 STMicroelectronics (STMPA.PA) | 2.03% | 3.49% | 99.36% | - |
 Elevance Health (ELV) | 2.03% | 1.68% | 99.36% | - |
 Hershey (HSY) | 1.99% | 1.59% | 99.36% | - |
 Genmab (GMAB.CO) | 1.91% | 1.28% | 99.28% | - |
 ADM (ADM) | 1.73% | 1.87% | 99.36% | - |
 Block Inc. (XYZ) | 1.69% | 1.46% | 99.19% | - |
 PayPal (PYPL) | 1.5% | 0.8% | 99.36% | - |
 Enphase (ENPH) | 1.18% | 0.57% | 99.36% | - |
| Neste (NESTE.HE) | 1.04% | 1.05% | 99.6% | - |
 Inditex (ITX.MC) | 0.23% | 0% | 8.29% | 4/17/2023 |
 Steel Dynamics (STLD) | 0.2% | 0% | 5.72% | 3/15/2023 |
 Sandoz (SDZNY) | 0.2% | 0.37% | 77.05% | - |
 LVMH (MC.PA) | 0.16% | 0% | 5.56% | 3/13/2023 |
 Jazz Pharmaceuticals (JAZZ) | 0.13% | 0% | 5.39% | 3/10/2023 |
 QinetiQ (QQ.L) | 0.13% | 0% | 5.64% | 3/14/2023 |
 Public Storage (PSA) | 0.1% | 0% | 5.39% | 3/10/2023 |
 Merck (MRK) | 0.09% | 0% | 2.82% | 2/6/2023 |
 Leonardo (LDO.MI) | 0.07% | 0% | 2.82% | 2/6/2023 |
 Sanofi (SAN.PA) | 0.07% | 0% | 2.82% | 2/6/2023 |
 Edenred (EDEN.PA) | 0.07% | 0% | 2.82% | 2/6/2023 |
 Santander (SAN.MC) | 0.07% | 0% | 2.74% | 4/17/2023 |
 Elekta (EKTAB.ST) | 0.07% | 0% | 2.82% | 2/6/2023 |
 Cognizant (CTSH) | 0.07% | 0% | 2.82% | 2/6/2023 |
 BNP Paribas (BNP.PA) | 0.07% | 0% | 2.58% | 4/17/2023 |
 C.H. Robinson (CHRW) | 0.06% | 0% | 2.82% | 2/6/2023 |
 AMD (AMD) | 0.05% | 0% | 2.82% | 2/6/2023 |
 RingCentral (RNG) | 0.05% | 0% | 2.82% | 2/6/2023 |
 SalMar (SALM.OL) | 0.05% | 0% | 2.9% | 2/7/2023 |
 Microsoft (MSFT) | 0.04% | 0% | 1.45% | 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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