Portfolio Diversification
Range
Most Diversified
36 instruments
August 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.1 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
AMZN99.87%
MA99.87%
NKE99.87%
PEP99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 8.36% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 6.48% | 0% | 99.87% | 2/1/2025 |
 Parker-Hannifin (PH) | 5.24% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 4.58% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 3.66% | 0% | 99.87% | 2/1/2025 |
 SAP (SAP.DE) | 3.55% | 0% | 99.87% | 2/1/2025 |
 Sysco (SYY) | 3.41% | 0% | 99.87% | 2/1/2025 |
| PepsiCo (PEP) | 3.4% | 0% | 99.87% | 2/1/2025 |
| Mastercard (MA) | 3.36% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 3.32% | 0% | 99.87% | 2/1/2025 |
 LVMH (MC.PA) | 3.24% | 0% | 99.87% | 2/1/2025 |
| Nike (NKE) | 3.12% | 0% | 99.87% | 2/1/2025 |
 Danaher (DHR) | 3.05% | 0% | 99.87% | 2/1/2025 |
 Air Products (APD) | 2.9% | 0% | 85.13% | 2/1/2025 |
 Givaudan (GIVN.ZU) | 2.86% | 0% | 99.87% | 2/1/2025 |
 Coloplast (COLO-B.CO) | 2.85% | 0% | 99.87% | 2/1/2025 |
 Scotiabank (BNS) | 2.84% | 0% | 95.09% | 2/1/2025 |
 Medtronic (MDT.US) | 2.66% | 0% | 99.87% | 2/1/2025 |
 FabiGoesForGold | 2.53% | 0% | 51.53% | 1/31/2024 |
 Bitcoin (BTC) | 2.51% | 0% | 99.87% | 2/1/2025 |
 Nibe (NIBEB.ST) | 2.43% | 0% | 99.87% | 2/1/2025 |
 McDonald's (MCD) | 2.22% | 0% | 85.13% | 2/1/2025 |
 BASF (BAS.DE) | 1.65% | 0% | 83.13% | 9/27/2024 |
 Altria (MO) | 1.63% | 0% | 85.66% | 10/17/2024 |
 ASML (ASML.NV) | 1.49% | 0% | 54.18% | 2/1/2025 |
 Aflac (AFL) | 1.46% | 0% | 54.18% | 2/1/2025 |
 jaynemesis | 1.44% | 0% | 18.33% | 5/22/2023 |
 NextEra (NEE) | 1.16% | 0% | 71.18% | 2/1/2025 |
 Home Depot (HD) | 1.14% | 0% | 54.58% | 2/1/2025 |
 Amgen (AMGN) | 1.08% | 0% | 48.34% | 2/1/2025 |
 ResMed (RMD) | 0.91% | 0% | 71.18% | 2/1/2025 |
 ITW (ITW) | 0.9% | 0% | 16.33% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.78% | 0% | 50.86% | 2/1/2025 |
 Starbucks (SBUX) | 0.43% | 0% | 23.77% | 2/1/2025 |
 Alphabet (GOOG) | 0.39% | 0% | 48.34% | 2/1/2025 |
 Trane (TT) | 0.38% | 0% | 23.77% | 2/1/2025 |
 Linde (LIN) | 0.27% | 0% | 23.77% | 2/1/2025 |
 Alibaba (BABA) | 0.12% | 0% | 83.13% | 9/27/2024 |
 Berkshire Hathaway (BRK.B) | 0.08% | 0% | 73.57% | 2/1/2025 |
 Heineken (HEIA.NV) | 0.07% | 0% | 4.78% | 2/7/2023 |
 Veralto (VLTO) | 0.02% | 0% | 7.57% | 11/29/2023 |
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% |