Portfolio Diversification
Range
Most Diversified
25 instruments
February 7, 2024
Least Diversified
0 instruments
February 2, 2025
Average
23.3 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
MSFT99.92%
AMZN99.92%
JNJ99.92%
MCD99.92%
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) | 8.99% | 9.61% | 99.92% | - |
 Novo Nordisk (NOVO-B.CO) | 8.25% | 5.74% | 99.92% | - |
| Alphabet (GOOG) | 6.57% | 6.53% | 99.92% | - |
| Microsoft (MSFT) | 5.99% | 5.94% | 99.92% | - |
 Mastercard (MA) | 5.1% | 4.84% | 99.92% | - |
 EssilorLuxottica (EL.PA) | 5.1% | 5.28% | 99.92% | - |
 Stryker (SYK) | 4.81% | 4.83% | 99.92% | - |
| McDonald's (MCD) | 4.8% | 4.07% | 99.92% | - |
 Sysco (SYY) | 4.72% | 3.26% | 99.92% | - |
 Netflix (NFLX) | 4.28% | 9.88% | 97.95% | - |
 NextEra (NEE) | 3.97% | 3.16% | 99.92% | - |
 Procter & Gamble (PG) | 3.89% | 3.08% | 99.92% | - |
| Amazon (AMZN) | 3.87% | 3.7% | 99.92% | - |
 Amgen (AMGN) | 3.68% | 3.42% | 99.92% | - |
 Nike (NKE) | 3.64% | 1.69% | 99.92% | - |
| Johnson & Johnson (JNJ) | 3.55% | 2.49% | 99.92% | - |
 SAP (SAP.DE) | 3.53% | 5.08% | 99.92% | - |
 Nestle (NESN.ZU) | 2.87% | 0% | 59.95% | 2/1/2024 |
 Medtronic (MDT.US) | 2.68% | 0.52% | 99.92% | - |
 Scotiabank (BNS) | 1.66% | 3.06% | 63.23% | - |
 BASF (BAS.DE) | 1.49% | 0% | 67.16% | 4/30/2024 |
 ADP (ADP) | 1.27% | 3.48% | 48.65% | - |
 Nibe (NIBEB.ST) | 1.24% | 0% | 62.74% | 8/21/2024 |
 Home Depot (HD) | 1.1% | 2.84% | 41.93% | - |
 Aflac (AFL) | 1.04% | 2.97% | 39.97% | - |
 Air Products (APD) | 1.04% | 2.98% | 39.56% | - |
 ITW (ITW) | 0.38% | 0% | 42.83% | 7/3/2023 |
 Linde (LIN) | 0.09% | 0% | 9.01% | 4/21/2022 |
 Alibaba (BABA) | 0.08% | 0% | 52.42% | 11/1/2023 |
 PepsiCo (PEP) | 0.03% | 1.33% | 2.46% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Parker-Hannifin (PH) | 4.5% | 9.7% |
| Netflix (NFLX) | 4.21% | 7.5% |
| Alphabet (GOOG) | 4.83% | 7.46% |
| Novo Nordisk (NOVO-B.CO) | 5.54% | 7.26% |
| Microsoft (MSFT) | 4.49% | 5.78% |
| EssilorLuxottica (EL.PA) | 4.02% | 4.82% |
| Stryker (SYK) | 4.24% | 4.67% |
| SAP (SAP.DE) | 3.7% | 4.56% |
| Mastercard (MA) | 4.09% | 4.54% |
| McDonald's (MCD) | 4.18% | 3.97% |
| Amazon (AMZN) | 4.17% | 3.85% |
| Sysco (SYY) | 4.3% | 3.63% |
| NextEra (NEE) | 4.9% | 3.4% |
| Amgen (AMGN) | 5.04% | 3.33% |
| Procter & Gamble (PG) | 3.93% | 3.26% |
| Home Depot (HD) | 4.58% | 3.26% |
| Aflac (AFL) | 4.35% | 3.21% |
| ADP (ADP) | 4.16% | 3.16% |
| Air Products (APD) | 4.18% | 3.14% |
| Scotiabank (BNS) | 4.35% | 3.09% |
| Johnson & Johnson (JNJ) | 4.15% | 2.52% |
| Nike (NKE) | 4.2% | 1.99% |
| Medtronic (MDT.US) | 3.7% | 1.81% |