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Portfolio Diversification
Range
Most Diversified
19 instruments
September 6, 2024
Least Diversified
0 instruments
January 2, 2024
Average
14 instruments
Most Consistent Holdings
Top 5
MSFT92.54%
NVDA92.18%
AMZN87.16%
PH74.69%
AVGO69.68%
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) | 7.46% | 0% | 92.18% | 2/5/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 7.11% | 19.81% | 40.59% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 6.82% | 19.84% | 42.3% | - |
 Vanguard FTSE North America UCITS ETF (VNRA.L) | 6.54% | 19.76% | 37.29% | - |
| Microsoft (MSFT) | 5.36% | 0% | 92.54% | 2/5/2026 |
 Berkshire Hathaway (BRK.B) | 4.75% | 0% | 55.38% | 4/3/2025 |
| Amazon (AMZN) | 4.47% | 0% | 87.16% | 2/5/2026 |
 Alphabet (GOOGL) | 4.35% | 0% | 57.46% | 6/3/2025 |
 Visa (V) | 4.02% | 0% | 28.36% | 8/23/2024 |
| Broadcom (AVGO) | 3.77% | 0% | 69.68% | 2/5/2026 |
| Parker-Hannifin (PH) | 3.7% | 0% | 74.69% | 2/5/2026 |
 Investor AB ser. B (INVEB.ST) | 3.43% | 0% | 43.77% | 5/23/2025 |
 Meta (META) | 3.03% | 0% | 68.58% | 2/5/2026 |
 Xtrackers Artificial Intelligence &Big Data UCITS ETF 1C (EUR) (XAIX.DE) | 2.98% | 9.87% | 38.14% | - |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 2.8% | 10.03% | 34.6% | - |
 Mastercard (MA) | 2.74% | 0% | 30.56% | 9/10/2024 |
 O'Reilly Auto (ORLY) | 2.48% | 0% | 66.87% | 1/6/2026 |
 Republic Services (RSG) | 2.43% | 0% | 47.31% | 6/25/2025 |
 Apple (AAPL) | 2.22% | 0% | 14.79% | 5/3/2024 |
 Hermes (RMS.PA) | 1.79% | 0% | 30.56% | 1/31/2025 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 1.66% | 5.13% | 38.14% | - |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 1.62% | 5.14% | 34.6% | - |
 Costco (COST) | 1.48% | 0% | 33.74% | 4/28/2025 |
 UnitedHealth (UNH) | 1.44% | 0% | 23.84% | 4/29/2025 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 1.13% | 5.2% | 25.79% | - |
 Autozone (AZO) | 0.97% | 0% | 22.49% | 1/3/2025 |
 Invesco QQQ (QQQ) | 0.89% | 0% | 11% | 7/2/2024 |
 KKR (KKR) | 0.87% | 0% | 22.25% | 1/2/2025 |
 Ferrari (RACE) | 0.83% | 0% | 22% | 7/31/2025 |
 ASML (ASML) | 0.83% | 0% | 22.49% | 7/31/2025 |
 T-Mobile (TMUS) | 0.77% | 0% | 16.01% | 5/12/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.58% | 0% | 11% | 7/2/2024 |
 Vanguard FTSE Developed Europe UCITS ETF (VWCG.L) | 0.55% | 5.21% | 15.16% | - |
 Vanguard S&P 500 ETF (VOO) | 0.53% | 0% | 6.97% | 5/30/2024 |
 Trane (TT) | 0.51% | 0% | 11.37% | 5/5/2025 |
 Fiserv (FISV) | 0.48% | 0% | 15.16% | 5/15/2025 |
 Vanguard Russell 1000 Growth ETF (VONG) | 0.31% | 0% | 4.65% | 5/16/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.22% | 0% | 3.55% | 6/18/2025 |
 iShares Core DAX UCITS ETF (DAXEX.DE) | 0.22% | 0% | 2.69% | 5/20/2025 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.16% | 0% | 3.91% | 10/7/2024 |
 Vanguard Growth ETF (VUG) | 0.09% | 0% | 1.34% | 5/27/2024 |
 Waste Management (WM) | 0.07% | 0% | 2.2% | 9/13/2024 |
 iShares Russell 1000 Growth ETF (IWF) | 0.02% | 0% | 0.73% | 4/8/2024 |
 Atlas Copco (ATCO-A.ST) | 0.01% | 0% | 0.61% | 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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