Portfolio Diversification
Range
Most Diversified
19 instruments
September 6, 2024
Least Diversified
0 instruments
January 2, 2024
Average
13.9 instruments
Most Consistent Holdings
Top 5
MSFT99.58%
NVDA98.94%
BRK.B96.18%
AMZN90.23%
GOOGL90.23%
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) | 11.28% | 6.81% | 98.94% | - |
| Berkshire Hathaway (BRK.B) | 8.24% | 0% | 96.18% | 4/3/2025 |
| Microsoft (MSFT) | 7.72% | 5.76% | 99.58% | - |
 Visa (V) | 6.98% | 0% | 49.26% | 8/23/2024 |
| Alphabet (GOOGL) | 6.59% | 11.02% | 90.23% | - |
 Investor AB ser. B (INVEB.ST) | 5.48% | 6.97% | 68.79% | - |
 Parker-Hannifin (PH) | 5.02% | 5.64% | 68.79% | - |
| Amazon (AMZN) | 4.89% | 8.26% | 90.23% | - |
 Mastercard (MA) | 4.75% | 0% | 53.08% | 9/10/2024 |
 Broadcom (AVGO) | 4.47% | 6.33% | 59.87% | - |
 Apple (AAPL) | 3.85% | 0% | 25.69% | 5/3/2024 |
 Republic Services (RSG) | 3.68% | 5.65% | 68.79% | - |
 Hermes (RMS.PA) | 3.1% | 0% | 53.08% | 1/31/2025 |
 Meta (META) | 3.02% | 5.88% | 57.96% | - |
 O'Reilly Auto (ORLY) | 3% | 5.3% | 61.36% | - |
 Costco (COST) | 2.5% | 3.85% | 56.69% | - |
 UnitedHealth (UNH) | 2.4% | 5.24% | 39.28% | - |
 Autozone (AZO) | 1.69% | 0% | 39.07% | 1/3/2025 |
 Invesco QQQ (QQQ) | 1.54% | 0% | 19.11% | 7/2/2024 |
 KKR (KKR) | 1.51% | 0% | 38.64% | 1/2/2025 |
 T-Mobile (TMUS) | 1.07% | 4.59% | 22.93% | - |
 VanEck Vectors Semiconductor ETF (SMH) | 1.01% | 0% | 19.11% | 7/2/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.92% | 0% | 12.1% | 5/30/2024 |
 Trane (TT) | 0.69% | 5.55% | 16.35% | - |
 Ferrari (RACE) | 0.64% | 4.15% | 16.35% | - |
 ASML (ASML) | 0.6% | 4.07% | 17.2% | - |
 Fiserv (FI) | 0.58% | 4.17% | 20.81% | - |
 Vanguard Russell 1000 Growth ETF (VONG) | 0.53% | 0% | 8.07% | 5/16/2024 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.29% | 0% | 7.22% | 10/10/2024 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.27% | 0% | 6.79% | 10/7/2024 |
 Vanguard Growth ETF (VUG) | 0.16% | 0% | 2.34% | 5/27/2024 |
 Waste Management (WM) | 0.12% | 0% | 3.82% | 9/13/2024 |
 iShares Russell 1000 Growth ETF (IWF) | 0.04% | 0% | 1.27% | 4/8/2024 |
 Atlas Copco (ATCO-A.ST) | 0.02% | 0% | 1.06% | 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% |