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
MSFT99.68%
NVDA99.2%
AMZN92.6%
PH76.37%
GOOGL75.56%
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) | 9.53% | 1.38% | 99.2% | - |
| Microsoft (MSFT) | 6.8% | 2.05% | 99.68% | - |
 Berkshire Hathaway (BRK.B) | 6.24% | 0% | 72.83% | 4/3/2025 |
| Alphabet (GOOGL) | 5.72% | 0% | 75.56% | 6/3/2025 |
 Visa (V) | 5.29% | 0% | 37.3% | 8/23/2024 |
| Amazon (AMZN) | 5.08% | 4.21% | 92.6% | - |
 Broadcom (AVGO) | 4.66% | 1.59% | 69.61% | - |
| Parker-Hannifin (PH) | 4.56% | 1.85% | 76.37% | - |
 Investor AB ser. B (INVEB.ST) | 4.51% | 0% | 57.56% | 5/23/2025 |
 Mastercard (MA) | 3.6% | 0% | 40.19% | 9/10/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 3.58% | 18.8% | 22.51% | - |
 Meta (META) | 3.54% | 3.34% | 68.17% | - |
 Republic Services (RSG) | 3.2% | 0% | 62.22% | 6/25/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.13% | 18.96% | 24.76% | - |
 O'Reilly Auto (ORLY) | 3.12% | 1.49% | 70.74% | - |
 Apple (AAPL) | 2.91% | 0% | 19.45% | 5/3/2024 |
 Vanguard FTSE North America UCITS ETF (VNRA.L) | 2.81% | 18.82% | 18.17% | - |
 Hermes (RMS.PA) | 2.35% | 0% | 40.19% | 1/31/2025 |
 Costco (COST) | 1.94% | 0% | 44.37% | 4/28/2025 |
 UnitedHealth (UNH) | 1.89% | 0% | 31.35% | 4/29/2025 |
 Autozone (AZO) | 1.28% | 0% | 29.58% | 1/3/2025 |
 Invesco QQQ (QQQ) | 1.17% | 0% | 14.47% | 7/2/2024 |
 KKR (KKR) | 1.15% | 0% | 29.26% | 1/2/2025 |
 Ferrari (RACE) | 1.1% | 0% | 28.94% | 7/31/2025 |
 ASML (ASML) | 1.09% | 0% | 29.58% | 7/31/2025 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 1.08% | 7.56% | 19.29% | - |
 T-Mobile (TMUS) | 1.01% | 0% | 21.06% | 5/12/2025 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 0.85% | 4.45% | 19.29% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 0.84% | 7.42% | 14.63% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 0.77% | 0% | 14.47% | 7/2/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.7% | 0% | 9.16% | 5/30/2024 |
 Trane (TT) | 0.67% | 0% | 14.95% | 5/5/2025 |
 Fiserv (FI) | 0.63% | 0% | 19.94% | 5/15/2025 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.6% | 4.68% | 14.63% | - |
 Vanguard Russell 1000 Growth ETF (VONG) | 0.4% | 0% | 6.11% | 5/16/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.28% | 0% | 4.66% | 6/18/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.28% | 0% | 3.54% | 5/20/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.2% | 0% | 5.14% | 10/7/2024 |
 Vanguard Growth ETF (VUG) | 0.12% | 0% | 1.77% | 5/27/2024 |
 Waste Management (WM) | 0.09% | 0% | 2.89% | 9/13/2024 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 0.07% | 2.7% | 3.05% | - |
 iShares Russell 1000 Growth ETF (IWF) | 0.03% | 0% | 0.96% | 4/8/2024 |
 Atlas Copco (ATCO-A.ST) | 0.01% | 0% | 0.8% | 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% |