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
MSFT99.49%
BRK.B99.49%
NVDA98.73%
AMZN88.35%
GOOGL88.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 12.09% | 0% | 98.73% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 9.02% | 0% | 99.49% | 2/1/2025 |
 Visa (V) | 8.32% | 0% | 58.73% | 8/23/2024 |
| Microsoft (MSFT) | 8.15% | 0% | 99.49% | 2/1/2025 |
| Alphabet (GOOGL) | 6.08% | 0% | 88.35% | 2/1/2025 |
 Mastercard (MA) | 5.67% | 0% | 63.29% | 9/10/2024 |
 Investor AB ser. B (INVEB.ST) | 4.97% | 0% | 62.78% | 2/1/2025 |
 Parker-Hannifin (PH) | 4.86% | 0% | 62.78% | 2/1/2025 |
| Amazon (AMZN) | 4.66% | 0% | 88.35% | 2/1/2025 |
 Apple (AAPL) | 4.59% | 0% | 30.63% | 5/3/2024 |
 Broadcom (AVGO) | 4.1% | 0% | 52.15% | 2/1/2025 |
 Hermes (RMS.PA) | 3.7% | 0% | 63.29% | 1/31/2025 |
 Republic Services (RSG) | 3.29% | 0% | 62.78% | 2/1/2025 |
 Meta (META) | 2.62% | 0% | 49.87% | 2/1/2025 |
 O'Reilly Auto (ORLY) | 2.54% | 0% | 53.92% | 2/1/2025 |
 Costco (COST) | 2.21% | 0% | 48.35% | 2/1/2025 |
 Autozone (AZO) | 2.02% | 0% | 46.58% | 1/3/2025 |
 Invesco QQQ (QQQ) | 1.83% | 0% | 22.78% | 7/2/2024 |
 KKR (KKR) | 1.81% | 0% | 46.08% | 1/2/2025 |
 UnitedHealth (UNH) | 1.47% | 0% | 27.59% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.2% | 0% | 22.78% | 7/2/2024 |
 Vanguard S&P 500 ETF (VOO) | 1.1% | 0% | 14.43% | 5/30/2024 |
 Vanguard Russell 1000 Growth ETF (VONG) | 0.63% | 0% | 9.62% | 5/16/2024 |
 T-Mobile (TMUS) | 0.36% | 0% | 8.1% | 2/1/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.34% | 0% | 8.61% | 10/10/2024 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.32% | 0% | 8.1% | 10/7/2024 |
 Vanguard Growth ETF (VUG) | 0.19% | 0% | 2.78% | 5/27/2024 |
 Waste Management (WM) | 0.15% | 0% | 4.56% | 9/13/2024 |
 Fiserv (FI) | 0.1% | 0% | 5.57% | 2/1/2025 |
 iShares Russell 1000 Growth ETF (IWF) | 0.05% | 0% | 1.52% | 4/8/2024 |
 ASML (ASML) | 0.02% | 0% | 1.27% | 2/1/2025 |
 Atlas Copco (ATCO-A.ST) | 0.02% | 0% | 1.27% | 6/4/2024 |
 Ferrari (RACE) | 0.01% | 0% | 0.25% | 2/1/2025 |
 Trane (TT) | 0.01% | 0% | 0.25% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Investor AB ser. B (INVEB.ST) | 10.74% | 9.38% |
| NVIDIA (NVDA) | 6.51% | 9.22% |
| Broadcom (AVGO) | 6.73% | 8.75% |
| UnitedHealth (UNH) | 10.1% | 8.35% |
| Alphabet (GOOGL) | 7.74% | 8.1% |
| Parker-Hannifin (PH) | 6.75% | 6.83% |
| Microsoft (MSFT) | 7.37% | 6.74% |
| Hermes (RMS.PA) | 6.05% | 5.9% |
| Berkshire Hathaway (BRK.B) | 6.13% | 5.8% |
| Meta (META) | 5.5% | 5.65% |
| Amazon (AMZN) | 4.27% | 4.98% |
| Republic Services (RSG) | 5.4% | 4.94% |
| Costco (COST) | 4.76% | 4.48% |
| O'Reilly Auto (ORLY) | 4.41% | 4.31% |
| Autozone (AZO) | 3.43% | 3.33% |
| T-Mobile (TMUS) | 2.24% | 1.98% |
| KKR (KKR) | 1.86% | 1.9% |