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Portfolio Diversification
Range
Most Diversified
24 instruments
March 20, 2026
Least Diversified
0 instruments
February 2, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
AAPL99.38%
GOOG99.38%
MSFT99.38%
V99.38%
MC.PA99.38%
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 |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 12.69% | 22.31% | 99.38% | - |
| Alphabet (GOOG) | 11.04% | 14.23% | 99.38% | - |
| LVMH (MC.PA) | 7.89% | 3.9% | 99.38% | - |
 ASML (ASML) | 7.14% | 12.72% | 99.38% | - |
 Ishares Russell 2000 ETF (IWM) | 5.54% | 4.45% | 99.38% | - |
| Visa (V) | 4.85% | 2.63% | 99.38% | - |
| Microsoft (MSFT) | 4.74% | 4.84% | 99.38% | - |
| Apple (AAPL) | 4.63% | 4.59% | 99.38% | - |
 Johnson & Johnson (JNJ) | 4.03% | 3.6% | 96.46% | - |
 Autozone (AZO) | 3.35% | 0% | 95.92% | 6/15/2026 |
 McDonald's (MCD) | 3.28% | 2.77% | 79.74% | - |
 Hermes (RMS.PA) | 3.21% | 3.78% | 52.7% | - |
 Moody's (MCO) | 3.21% | 1.98% | 99.31% | - |
 Lowe's (LOW) | 2.83% | 0% | 95.84% | 6/15/2026 |
 Meta (META) | 2.72% | 3.1% | 99.23% | - |
 Nike (NKE) | 2.64% | 0% | 91.29% | 4/17/2026 |
 Alibaba (BABA) | 2.61% | 1.61% | 99.31% | - |
 CACI (CACI) | 2.05% | 0% | 92.6% | 7/6/2026 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.89% | 6.11% | 38.14% | - |
 ICE (ICE) | 1.41% | 0% | 82.59% | 6/30/2026 |
 Service Corp Intl (SCI) | 1.26% | 1.54% | 71.11% | - |
 Nagarro (NA9.DE) | 1.16% | 0% | 62.79% | 6/15/2026 |
 Adobe (ADBE) | 1.02% | 0% | 57.55% | 1/27/2025 |
 Lockheed Martin (LMT) | 0.87% | 2.54% | 37.83% | - |
 SPDR Gold (GLD) | 0.18% | 2.75% | 10.09% | - |
 Casey's (CASY) | 0.04% | 0% | 5.24% | 9/19/2023 |
 ASML (ASML.NV) | 0% | 0% | 0.62% | 4/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 20.09% | 18.67% |
| Alphabet (GOOG) | 8.17% | 13.1% |
| ASML (ASML) | 8.69% | 10.12% |
| LVMH (MC.PA) | 7.82% | 5.86% |
| Hermes (RMS.PA) | 7.02% | 5.49% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.96% | 5.38% |
| Microsoft (MSFT) | 4.45% | 4.36% |
| Apple (AAPL) | 3.59% | 4.14% |
| Ishares Russell 2000 ETF (IWM) | 4.14% | 4.01% |
| Johnson & Johnson (JNJ) | 3.29% | 3.37% |
| McDonald's (MCD) | 3.61% | 3.02% |
| Meta (META) | 2.33% | 2.57% |
| Visa (V) | 2.22% | 2.51% |
| Lockheed Martin (LMT) | 2.85% | 2.31% |
| Nagarro (NA9.DE) | 2.67% | 1.94% |
| Alibaba (BABA) | 1.53% | 1.86% |
| Moody's (MCO) | 1.48% | 1.72% |
| CACI (CACI) | 1.31% | 1.59% |
| Autozone (AZO) | 1.39% | 1.51% |
| Service Corp Intl (SCI) | 1.63% | 1.34% |
| Lowe's (LOW) | 1.35% | 1.16% |
| ICE (ICE) | 1.14% | 1.09% |
| Nike (NKE) | 1.79% | 0.86% |
Cash & Instruments Over Time
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