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Portfolio Diversification
Range
Most Diversified
11 instruments
July 17, 2025
Least Diversified
6 instruments
January 2, 2023
Average
8.1 instruments
Most Consistent Holdings
Top 5
MSFT100%
AMZN100%
SBUX100%
GIVN.ZU100%
DHR100%
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) | 23.85% | 14.85% | 100% | - |
| Amazon (AMZN) | 15.51% | 11.92% | 100% | - |
| Starbucks (SBUX) | 15.34% | 9.13% | 100% | - |
| Givaudan (GIVN.ZU) | 12.57% | 5.79% | 100% | - |
| Danaher (DHR) | 8.07% | 3.98% | 100% | - |
 NextEra (NEE) | 7.42% | 5.72% | 99.91% | - |
 Novo Nordisk (NOVO-B.CO) | 5.7% | 7.44% | 73.77% | - |
 Alphabet (GOOG) | 4.35% | 19.46% | 29.58% | - |
 PepsiCo (PEP) | 2.18% | 7.93% | 29.66% | - |
 NVIDIA (NVDA) | 1.78% | 3.35% | 56.41% | - |
 ASML (ASML.NV) | 1.26% | 8.12% | 21.15% | - |
 Veralto (VLTO) | 0.03% | 0% | 3.1% | 11/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 11.35% | 18.83% |
| Microsoft (MSFT) | 10.34% | 17.26% |
| Amazon (AMZN) | 10.46% | 12.34% |
| Novo Nordisk (NOVO-B.CO) | 19.45% | 9.56% |
| Starbucks (SBUX) | 10.32% | 7.81% |
| PepsiCo (PEP) | 8.73% | 6.97% |
| Givaudan (GIVN.ZU) | 9.6% | 6.31% |
| ASML (ASML.NV) | 5.24% | 5.93% |
| NextEra (NEE) | 5.22% | 4.76% |
| Danaher (DHR) | 5.22% | 4.49% |
| NVIDIA (NVDA) | 2.43% | 3.27% |
Cash & Instruments Over Time
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