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Portfolio Diversification
Range
Most Diversified
19 instruments
September 6, 2024
Least Diversified
0 instruments
January 2, 2024
Average
13.2 instruments
Most Consistent Holdings
Top 5
MSFT76.46%
NVDA76.16%
AMZN72.02%
PH61.72%
AVGO57.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 9.1% | 19.76% | 49.9% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 8.89% | 20.02% | 51.31% | - |
 Vanguard FTSE North America UCITS ETF (VNRA.L) | 8.62% | 19.75% | 47.17% | - |
| NVIDIA (NVDA) | 6.16% | 0% | 76.16% | 2/5/2026 |
| Microsoft (MSFT) | 4.43% | 0% | 76.46% | 2/5/2026 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 4.08% | 10% | 47.88% | - |
 Berkshire Hathaway (BRK.B) | 3.92% | 0% | 45.76% | 4/3/2025 |
| Amazon (AMZN) | 3.69% | 0% | 72.02% | 2/5/2026 |
 Alphabet (GOOGL) | 3.59% | 0% | 47.47% | 6/3/2025 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 3.41% | 3.05% | 44.95% | - |
 Visa (V) | 3.32% | 0% | 23.43% | 8/23/2024 |
| Broadcom (AVGO) | 3.11% | 0% | 57.58% | 2/5/2026 |
| Parker-Hannifin (PH) | 3.06% | 0% | 61.72% | 2/5/2026 |
 Investor AB ser. B (INVEB.ST) | 2.84% | 0% | 36.16% | 5/23/2025 |
 Meta (META) | 2.51% | 0% | 56.67% | 2/5/2026 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 2.34% | 6.07% | 44.95% | - |
 Mastercard (MA) | 2.26% | 0% | 25.25% | 9/10/2024 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 2.17% | 5.18% | 47.88% | - |
 O'Reilly Auto (ORLY) | 2.05% | 0% | 55.25% | 1/6/2026 |
 Republic Services (RSG) | 2.01% | 0% | 39.09% | 6/25/2025 |
 Apple (AAPL) | 1.83% | 0% | 12.22% | 5/3/2024 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 1.77% | 5.13% | 37.68% | - |
 Hermes (RMS.PA) | 1.48% | 0% | 25.25% | 1/31/2025 |
 Vanguard FTSE Developed Europe UCITS ETF (VWCG.L) | 1.22% | 4.35% | 28.89% | - |
 Costco (COST) | 1.22% | 0% | 27.88% | 4/28/2025 |
 UnitedHealth (UNH) | 1.19% | 0% | 19.7% | 4/29/2025 |
 Autozone (AZO) | 0.81% | 0% | 18.59% | 1/3/2025 |
 Invesco QQQ (QQQ) | 0.73% | 0% | 9.09% | 7/2/2024 |
 KKR (KKR) | 0.72% | 0% | 18.38% | 1/2/2025 |
 Ferrari (RACE) | 0.69% | 0% | 18.18% | 7/31/2025 |
 ASML (ASML) | 0.68% | 0% | 18.59% | 7/31/2025 |
 T-Mobile (TMUS) | 0.63% | 0% | 13.23% | 5/12/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.48% | 0% | 9.09% | 7/2/2024 |
 iShares MSCI All Country World UCITS ETF (ISAC.L) | 0.48% | 6.77% | 10.3% | - |
 Vanguard S&P 500 ETF (VOO) | 0.44% | 0% | 5.76% | 5/30/2024 |
 Trane (TT) | 0.42% | 0% | 9.39% | 5/5/2025 |
 Fiserv (FISV) | 0.39% | 0% | 12.53% | 5/15/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 0.25% | 0% | 3.84% | 5/16/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.18% | 0% | 2.93% | 6/18/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.18% | 0% | 2.22% | 5/20/2025 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.13% | 0% | 3.23% | 10/7/2024 |
 Vanguard Morningstar Growth ETF (VUG) | 0.08% | 0% | 1.11% | 5/27/2024 |
 Waste Management (WM) | 0.06% | 0% | 1.82% | 9/13/2024 |
 iShares Russell 1000 Growth ETF (IWF) | 0.02% | 0% | 0.61% | 4/8/2024 |
 Atlas Copco (ATCO-A.ST) | 0.01% | 0% | 0.51% | 6/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE North America UCITS ETF (VNRA.L) | 19.59% | 19.03% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 19.33% | 19.02% |
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 19.09% | 19.02% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 9.55% | 8.97% |
| Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 9% | 8.8% |
| iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 5.38% | 4.92% |
| VanEck Semiconductor UCITS ETF (VVSM.DE) | 4.1% | 4.74% |
| iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 4.02% | 3.82% |
| Amazon (AMZN) | 3.29% | 3.43% |
| Vanguard FTSE Developed Europe UCITS ETF (VWCG.L) | 2.11% | 1.89% |
| Meta (META) | 1.24% | 1.38% |
| Broadcom (AVGO) | 0.66% | 1.26% |
| NVIDIA (NVDA) | 0.78% | 1.22% |
| Microsoft (MSFT) | 0.66% | 0.74% |
| Parker-Hannifin (PH) | 0.53% | 0.69% |
| O'Reilly Auto (ORLY) | 0.66% | 0.65% |
Cash & Instruments Over Time
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