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
GOOG99.93%
MSFT99.93%
AMZN99.93%
JNJ99.93%
MCD99.93%
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) | 9.1% | 7.02% | 99.93% | - |
 Novo Nordisk (NOVO-B.CO) | 7.88% | 0.6% | 99.93% | - |
| Alphabet (GOOG) | 6.66% | 1.65% | 99.93% | - |
| Microsoft (MSFT) | 6.01% | 3.3% | 99.93% | - |
 EssilorLuxottica (EL.PA) | 5.12% | 2.67% | 99.93% | - |
 Mastercard (MA) | 5.04% | 0.3% | 99.93% | - |
 Stryker (SYK) | 4.8% | 1.94% | 99.93% | - |
 Netflix (NFLX) | 4.79% | 2.77% | 98.16% | - |
| McDonald's (MCD) | 4.7% | 1.5% | 99.93% | - |
 Sysco (SYY) | 4.58% | 0.97% | 99.93% | - |
 NextEra (NEE) | 3.89% | 0.34% | 99.93% | - |
| Amazon (AMZN) | 3.85% | 1.03% | 99.93% | - |
 Procter & Gamble (PG) | 3.78% | 0.31% | 99.93% | - |
 Amgen (AMGN) | 3.65% | 1.34% | 99.93% | - |
 SAP (SAP.DE) | 3.63% | 2.4% | 99.93% | - |
 Nike (NKE) | 3.47% | 0.99% | 99.93% | - |
| Johnson & Johnson (JNJ) | 3.46% | 0.2% | 99.93% | - |
 Nestle (NESN.ZU) | 2.59% | 0% | 53.98% | 2/1/2024 |
 Medtronic (MDT.US) | 2.44% | 0% | 96.39% | 9/2/2025 |
 Scotiabank (BNS) | 1.81% | 0.51% | 66.89% | - |
 ADP (ADP) | 1.46% | 0.31% | 53.76% | - |
 BASF (BAS.DE) | 1.34% | 0% | 60.47% | 4/30/2024 |
 Home Depot (HD) | 1.28% | 1.54% | 47.71% | - |
 Aflac (AFL) | 1.23% | 0.23% | 45.94% | - |
 Air Products (APD) | 1.22% | 0.37% | 45.58% | - |
 Nibe (NIBEB.ST) | 1.11% | 0% | 56.49% | 8/21/2024 |
 ITW (ITW) | 0.34% | 0% | 38.57% | 7/3/2023 |
 PepsiCo (PEP) | 0.22% | 0.3% | 12.17% | - |
 Linde (LIN) | 0.08% | 0% | 8.11% | 4/21/2022 |
 Alibaba (BABA) | 0.08% | 0% | 47.2% | 11/1/2023 |
 NVIDIA (NVDA) | 0.02% | 0.36% | 3.91% | - |
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% |