Portfolio Diversification
Range
Most Diversified
19 instruments
September 6, 2024
Least Diversified
0 instruments
January 2, 2024
Average
14.3 instruments
Most Consistent Holdings
Top 5
MSFT99.55%
NVDA99.1%
AMZN92.99%
PH77.76%
ORLY72.69%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 8.94% | 1.48% | 99.1% | - |
| Microsoft (MSFT) | 6.44% | 1.29% | 99.55% | - |
 Berkshire Hathaway (BRK.B) | 5.8% | 0% | 67.61% | 4/3/2025 |
 Alphabet (GOOGL) | 5.31% | 0% | 70.15% | 6/3/2025 |
| Amazon (AMZN) | 4.98% | 4.12% | 92.99% | - |
 Visa (V) | 4.91% | 0% | 34.63% | 8/23/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 4.58% | 17.64% | 27.91% | - |
 Broadcom (AVGO) | 4.43% | 1.46% | 71.64% | - |
| Parker-Hannifin (PH) | 4.35% | 1.71% | 77.76% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 4.2% | 18.34% | 30% | - |
 Investor AB ser. B (INVEB.ST) | 4.19% | 0% | 53.43% | 5/23/2025 |
 Vanguard FTSE North America UCITS ETF (VNRA.L) | 3.87% | 17.63% | 23.88% | - |
 Meta (META) | 3.49% | 2.47% | 70.3% | - |
 Mastercard (MA) | 3.34% | 0% | 37.31% | 9/10/2024 |
 Republic Services (RSG) | 2.97% | 0% | 57.76% | 6/25/2025 |
| O'Reilly Auto (ORLY) | 2.96% | 0.72% | 72.69% | - |
 Apple (AAPL) | 2.71% | 0% | 18.06% | 5/3/2024 |
 Hermes (RMS.PA) | 2.18% | 0% | 37.31% | 1/31/2025 |
 Costco (COST) | 1.8% | 0% | 41.19% | 4/28/2025 |
 UnitedHealth (UNH) | 1.76% | 0% | 29.1% | 4/29/2025 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 1.6% | 10.05% | 24.93% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.37% | 9.84% | 20.6% | - |
 Autozone (AZO) | 1.19% | 0% | 27.46% | 1/3/2025 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 1.08% | 4.17% | 24.93% | - |
 Invesco QQQ (QQQ) | 1.08% | 0% | 13.43% | 7/2/2024 |
 KKR (KKR) | 1.06% | 0% | 27.16% | 1/2/2025 |
 Ferrari (RACE) | 1.02% | 0% | 26.87% | 7/31/2025 |
 ASML (ASML) | 1.01% | 0% | 27.46% | 7/31/2025 |
 T-Mobile (TMUS) | 0.94% | 0% | 19.55% | 5/12/2025 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.9% | 5.25% | 20.6% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.71% | 0% | 13.43% | 7/2/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.65% | 0% | 8.51% | 5/30/2024 |
 Trane (TT) | 0.62% | 0% | 13.88% | 5/5/2025 |
 Fiserv (FI) | 0.58% | 0% | 18.51% | 5/15/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 0.37% | 0% | 5.67% | 5/16/2024 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 0.3% | 3.87% | 9.85% | - |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.26% | 0% | 4.33% | 6/18/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.26% | 0% | 3.28% | 5/20/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.19% | 0% | 4.78% | 10/7/2024 |
 Vanguard Growth ETF (VUG) | 0.11% | 0% | 1.64% | 5/27/2024 |
 Waste Management (WM) | 0.09% | 0% | 2.69% | 9/13/2024 |
 iShares Russell 1000 Growth ETF (IWF) | 0.03% | 0% | 0.9% | 4/8/2024 |
 Atlas Copco (ATCO-A.ST) | 0.01% | 0% | 0.75% | 6/4/2024 |
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% |