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Portfolio Diversification
Range
Most Diversified
28 instruments
June 28, 2023
Least Diversified
0 instruments
April 4, 2026
Average
19.3 instruments
Most Consistent Holdings
Top 5
AAPL99.83%
MSFT99.83%
MA99.83%
VIE.PA99.83%
KKR99.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.11% | 6.11% | 99.83% | - |
| KKR (KKR) | 7.89% | 7.99% | 99.83% | - |
 Vanguard S&P 500 ETF (VOO) | 7.86% | 13.33% | 64.82% | - |
 NVIDIA (NVDA) | 7.72% | 0% | 75.33% | 7/9/2025 |
 Alphabet (GOOG) | 7.64% | 15.2% | 99.75% | - |
| Apple (AAPL) | 6.78% | 7.13% | 99.83% | - |
 Fortinet (FTNT) | 6.6% | 6.89% | 99.83% | - |
| Mastercard (MA) | 5.88% | 5.14% | 99.83% | - |
 Cadence (CDNS) | 4.66% | 5.08% | 99.83% | - |
 IDEXX (IDXX) | 4.64% | 4.74% | 99.83% | - |
 JPMorgan (JPM) | 4.41% | 7.32% | 99.75% | - |
| Veolia (VIE.PA) | 3.31% | 3.35% | 99.83% | - |
 Novo Nordisk (NOVO-B.CO) | 2.93% | 1.36% | 99.83% | - |
 ASML (ASML) | 2.63% | 5.53% | 99.83% | - |
 Accenture (ACN) | 2.53% | 0% | 78.97% | 2/12/2026 |
 EPAM (EPAM) | 1.46% | 0% | 52.4% | 3/28/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 1.12% | 0% | 15.48% | 12/29/2023 |
 Capgemini (CAP.PA) | 1.1% | 0% | 52.98% | 4/4/2025 |
 SolarEdge (SEDG) | 0.97% | 0% | 29.39% | 12/29/2023 |
 Renewables Infrastructure Group (TRIG.L) | 0.79% | 0% | 30.22% | 1/8/2024 |
 Warner Bros Discovery (WBD) | 0.54% | 1.42% | 69.54% | - |
 Lonza (LONN.ZU) | 0.53% | 0% | 23.59% | 10/20/2023 |
 Disney (DIS) | 0.52% | 0.66% | 69.54% | - |
 Humana (HUM) | 0.45% | 0% | 29.39% | 12/29/2023 |
 Thermo Fisher (TMO) | 0.37% | 0% | 29.39% | 12/29/2023 |
 Vestas (VWS.CO) | 0.37% | 0% | 29.39% | 12/29/2023 |
 Salesforce (CRM) | 0.35% | 0% | 29.39% | 12/29/2023 |
 Hedera Hashgraph (HBAR) | 0.23% | 0% | 29.39% | 12/29/2023 |
 Orsted (ORSTED.CO) | 0.21% | 0% | 19.7% | 8/31/2023 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 1.32% | 7/13/2023 |
 USD/JPY (USDJPY) | 0% | 0% | 0.25% | 6/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 19.26% | 12.4% |
| Alphabet (GOOG) | 5.98% | 11.72% |
| KKR (KKR) | 3.52% | 10.05% |
| JPMorgan (JPM) | 3.32% | 7.47% |
| Microsoft (MSFT) | 7.47% | 7.02% |
| Apple (AAPL) | 5.98% | 6.72% |
| Fortinet (FTNT) | 5.41% | 6.25% |
| Mastercard (MA) | 5.02% | 6.19% |
| IDEXX (IDXX) | 3.14% | 5.85% |
| Cadence (CDNS) | 4.73% | 4.59% |
| ASML (ASML) | 1.76% | 3.86% |
| Veolia (VIE.PA) | 2.71% | 2.5% |
| Accenture (ACN) | 5.98% | 2.32% |
| Novo Nordisk (NOVO-B.CO) | 4.22% | 1.59% |
| Warner Bros Discovery (WBD) | 1.2% | 1.5% |
| Disney (DIS) | 1.2% | 0.72% |
Cash & Instruments Over Time
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