Portfolio Diversification
Range
Most Diversified
36 instruments
August 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
31.5 instruments
Most Consistent Holdings
Top 5
MSFT99.63%
AMZN99.63%
MA99.63%
NKE99.63%
PEP99.63%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 9.81% | 14.51% | 99.63% | - |
| Microsoft (MSFT) | 6.33% | 5.9% | 99.63% | - |
 Parker-Hannifin (PH) | 5.36% | 6.71% | 99.63% | - |
 Netflix (NFLX) | 5.34% | 5.79% | 99.63% | - |
 SAP (SAP.DE) | 3.74% | 3.44% | 99.63% | - |
| Mastercard (MA) | 3.27% | 2.95% | 99.63% | - |
 Adobe (ADBE) | 3.19% | 2.35% | 99.63% | - |
 Sysco (SYY) | 3.14% | 2.31% | 99.63% | - |
| Amazon (AMZN) | 3.05% | 2.38% | 99.63% | - |
 Air Products (APD) | 3.04% | 2.76% | 89.24% | - |
| PepsiCo (PEP) | 2.96% | 1.9% | 99.63% | - |
 LVMH (MC.PA) | 2.94% | 2.5% | 99.63% | - |
| Nike (NKE) | 2.8% | 1.93% | 99.63% | - |
 Scotiabank (BNS) | 2.75% | 3.12% | 96.26% | - |
 Danaher (DHR) | 2.67% | 1.86% | 99.63% | - |
 Givaudan (GIVN.ZU) | 2.67% | 1.7% | 99.63% | - |
 Bitcoin (BTC) | 2.63% | 2.39% | 99.63% | - |
 Coloplast (COLO-B.CO) | 2.51% | 1.98% | 99.63% | - |
 Medtronic (MDT.US) | 2.51% | 2.27% | 99.63% | - |
 McDonald's (MCD) | 2.22% | 2.16% | 89.24% | - |
 ITW (ITW) | 2.07% | 3.89% | 40.79% | - |
 Aflac (AFL) | 1.84% | 2.67% | 67.45% | - |
 Nibe (NIBEB.ST) | 1.81% | 0.25% | 99.63% | - |
 FabiGoesForGold | 1.79% | 0% | 36.3% | 1/31/2024 |
 ASML (ASML.NV) | 1.78% | 3.28% | 67.45% | - |
 Home Depot (HD) | 1.53% | 2.67% | 67.73% | - |
 NextEra (NEE) | 1.47% | 3.06% | 79.42% | - |
 Amgen (AMGN) | 1.36% | 2.04% | 63.33% | - |
 ResMed (RMD) | 1.23% | 1.91% | 79.42% | - |
 BASF (BAS.DE) | 1.16% | 0% | 58.56% | 9/27/2024 |
 Altria (MO) | 1.15% | 0% | 60.34% | 10/17/2024 |
 jaynemesis | 1.02% | 0% | 12.91% | 5/22/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.95% | 1.52% | 65.11% | - |
 Starbucks (SBUX) | 0.92% | 2.57% | 46.02% | - |
 Trane (TT) | 0.8% | 1.68% | 46.02% | - |
 Alphabet (GOOG) | 0.68% | 2.09% | 63.33% | - |
 Linde (LIN) | 0.51% | 0.92% | 46.02% | - |
 Berkshire Hathaway (BRK.B) | 0.09% | 0.1% | 81.1% | - |
 Alibaba (BABA) | 0.09% | 0% | 58.56% | 9/27/2024 |
 Heineken (HEIA.NV) | 0.05% | 0% | 3.37% | 2/7/2023 |
 Gerresheimer (GXI.DE) | 0.02% | 0.03% | 28.53% | - |
 Veralto (VLTO) | 0.02% | 0% | 5.33% | 11/29/2023 |
 Siemens Energy (ENR.DE) | 0% | 0.15% | 2.53% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.92% | 12.81% |
| Netflix (NFLX) | 3.36% | 6.22% |
| Microsoft (MSFT) | 3.62% | 5.63% |
| Parker-Hannifin (PH) | 2.98% | 5.54% |
| ITW (ITW) | 7.55% | 5.49% |
| SAP (SAP.DE) | 3.1% | 4.23% |
| Air Products (APD) | 4.91% | 3.79% |
| Mastercard (MA) | 2.64% | 3.12% |
| Aflac (AFL) | 3.02% | 2.88% |
| Bitcoin (BTC) | 1.61% | 2.87% |
| Sysco (SYY) | 3.06% | 2.73% |
| Scotiabank (BNS) | 3.4% | 2.65% |
| Amazon (AMZN) | 2.64% | 2.65% |
| LVMH (MC.PA) | 3.77% | 2.59% |
| Givaudan (GIVN.ZU) | 2.92% | 2.55% |
| Adobe (ADBE) | 3.4% | 2.48% |
| Nike (NKE) | 4.38% | 2.48% |
| Home Depot (HD) | 3.02% | 2.46% |
| McDonald's (MCD) | 3.02% | 2.27% |
| ASML (ASML.NV) | 3.02% | 2.24% |
| PepsiCo (PEP) | 2.87% | 2.2% |
| Danaher (DHR) | 3.25% | 2.17% |
| Medtronic (MDT.US) | 3.4% | 2.08% |
| Coloplast (COLO-B.CO) | 3.4% | 2.06% |
| NextEra (NEE) | 2.34% | 2.03% |
| ResMed (RMD) | 2.23% | 1.99% |
| Amgen (AMGN) | 3.02% | 1.93% |
| Starbucks (SBUX) | 2.26% | 1.88% |
| Trane (TT) | 2.28% | 1.82% |
| Novo Nordisk (NOVO-B.CO) | 2.46% | 1.52% |
| Alphabet (GOOG) | 1.13% | 1.09% |
| Linde (LIN) | 1.51% | 1.06% |
| Nibe (NIBEB.ST) | 1.4% | 0.48% |
| Berkshire Hathaway (BRK.B) | 0.11% | 0.1% |