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Portfolio Diversification
Range
Most Diversified
26 instruments
October 9, 2026
Least Diversified
0 instruments
February 2, 2025
Average
23.4 instruments
Most Consistent Holdings
Top 5
GOOG99.19%
MSFT99.19%
AMZN99.19%
JNJ99.19%
MCD99.19%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Parker-Hannifin (PH) | 9.66% | 11.32% | 99.19% | - |
| Alphabet (GOOG) | 7.56% | 10.6% | 99.19% | - |
 Novo Nordisk (NOVO-B.CO) | 6.86% | 2.81% | 99.19% | - |
| Microsoft (MSFT) | 5.81% | 6.09% | 99.19% | - |
 Netflix (NFLX) | 5.12% | 4.92% | 97.8% | - |
 EssilorLuxottica (EL.PA) | 4.89% | 3.46% | 99.19% | - |
 Mastercard (MA) | 4.84% | 4.92% | 99.19% | - |
 Stryker (SYK) | 4.6% | 3.88% | 99.19% | - |
| McDonald's (MCD) | 4.44% | 3.11% | 99.19% | - |
 Sysco (SYY) | 4.32% | 3.64% | 99.19% | - |
| Amazon (AMZN) | 3.85% | 4.07% | 99.19% | - |
 NextEra (NEE) | 3.77% | 3.25% | 99.19% | - |
 Amgen (AMGN) | 3.67% | 4.68% | 99.19% | - |
 Procter & Gamble (PG) | 3.53% | 2.91% | 99.19% | - |
 SAP (SAP.DE) | 3.53% | 3.94% | 99.19% | - |
| Johnson & Johnson (JNJ) | 3.43% | 3.83% | 99.19% | - |
 Nike (NKE) | 2.98% | 0.91% | 99.19% | - |
 Scotiabank (BNS) | 2.28% | 4.76% | 73.23% | - |
 Nestle (NESN.ZU) | 2.03% | 0% | 42.41% | 2/1/2024 |
 Medtronic (MDT.US) | 1.92% | 0% | 75.72% | 9/2/2025 |
 ADP (ADP) | 1.67% | 3.13% | 62.92% | - |
 Aflac (AFL) | 1.61% | 3.35% | 56.78% | - |
 Air Products (APD) | 1.57% | 3.18% | 56.49% | - |
 Home Depot (HD) | 1.51% | 2.23% | 58.17% | - |
 BASF (BAS.DE) | 1.05% | 0% | 47.51% | 4/30/2024 |
 Nibe (NIBEB.ST) | 0.87% | 0% | 44.38% | 8/21/2024 |
 PepsiCo (PEP) | 0.72% | 2.45% | 30.24% | - |
 ITW (ITW) | 0.27% | 0% | 30.3% | 7/3/2023 |
 NVIDIA (NVDA) | 0.11% | 0% | 13.09% | 4/15/2026 |
 McCormick (MKC) | 0.1% | 0.97% | 10.66% | - |
 Linde (LIN) | 0.06% | 0% | 6.37% | 4/21/2022 |
 Coloplast (COLO-B.CO) | 0.06% | 1.22% | 7.65% | - |
 Alibaba (BABA) | 0.06% | 0% | 37.08% | 11/1/2023 |
 General Mills (GIS) | 0% | 0.33% | 0.98% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Parker-Hannifin (PH) | 4.35% | 11.72% |
| Alphabet (GOOG) | 4.75% | 10.91% |
| Netflix (NFLX) | 4.39% | 7.08% |
| Microsoft (MSFT) | 4.13% | 5.69% |
| EssilorLuxottica (EL.PA) | 4.21% | 5.45% |
| Mastercard (MA) | 3.98% | 4.36% |
| Stryker (SYK) | 4.27% | 4.12% |
| Scotiabank (BNS) | 4.27% | 3.89% |
| SAP (SAP.DE) | 3.8% | 3.88% |
| McDonald's (MCD) | 4.14% | 3.77% |
| Amazon (AMZN) | 4.21% | 3.73% |
| Novo Nordisk (NOVO-B.CO) | 5.44% | 3.62% |
| Amgen (AMGN) | 4.64% | 3.59% |
| NextEra (NEE) | 4.52% | 3.27% |
| Johnson & Johnson (JNJ) | 3.82% | 3.1% |
| Sysco (SYY) | 3.96% | 3% |
| Aflac (AFL) | 4.01% | 2.94% |
| ADP (ADP) | 4.46% | 2.73% |
| Procter & Gamble (PG) | 4.13% | 2.66% |
| Air Products (APD) | 4.4% | 2.63% |
| PepsiCo (PEP) | 3.95% | 2.51% |
| Home Depot (HD) | 4.22% | 2.48% |
| Nike (NKE) | 4.16% | 1.6% |
| NVIDIA (NVDA) | 1.5% | 0.94% |
Cash & Instruments Over Time
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