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Portfolio Diversification
Range
Most Diversified
23 instruments
March 21, 2025
Least Diversified
0 instruments
February 2, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
AAPL99.65%
GOOG99.65%
MSFT99.65%
V99.65%
MC.PA99.65%
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) | 11.74% | 19.65% | 99.65% | - |
| Alphabet (GOOG) | 10.79% | 12.38% | 99.65% | - |
| LVMH (MC.PA) | 8.41% | 4.47% | 99.65% | - |
 ASML (ASML) | 6.4% | 12.41% | 99.65% | - |
 Ishares Russell 2000 ETF (IWM) | 5.73% | 4.08% | 99.65% | - |
| Visa (V) | 5.19% | 2.26% | 99.65% | - |
| Microsoft (MSFT) | 4.86% | 4.11% | 99.65% | - |
| Apple (AAPL) | 4.71% | 3.9% | 99.65% | - |
 Johnson & Johnson (JNJ) | 4.11% | 3.89% | 96.35% | - |
 Autozone (AZO) | 3.65% | 1.6% | 99.65% | - |
 Moody's (MCO) | 3.4% | 1.58% | 99.57% | - |
 McDonald's (MCD) | 3.36% | 3.22% | 77.5% | - |
 Lowe's (LOW) | 3.12% | 1.2% | 99.57% | - |
 Hermes (RMS.PA) | 3.09% | 5.2% | 47% | - |
 Nike (NKE) | 2.95% | 0.77% | 99.57% | - |
 Alibaba (BABA) | 2.76% | 1.65% | 99.57% | - |
 Meta (META) | 2.69% | 2.49% | 99.48% | - |
 CACI (CACI) | 2.16% | 1.83% | 94.18% | - |
 ICE (ICE) | 1.49% | 1.11% | 83.41% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.45% | 5.33% | 30.58% | - |
 Service Corp Intl (SCI) | 1.26% | 1.4% | 67.77% | - |
 Nagarro (NA9.DE) | 1.24% | 1.32% | 62.29% | - |
 Adobe (ADBE) | 1.15% | 0% | 64.9% | 1/27/2025 |
 Lockheed Martin (LMT) | 0.67% | 3.19% | 30.23% | - |
 Casey's (CASY) | 0.05% | 0% | 5.91% | 9/19/2023 |
 ASML (ASML.NV) | 0.01% | 0% | 0.7% | 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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