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Portfolio Diversification
Range
Most Diversified
39 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
28.3 instruments
Most Consistent Holdings
Top 5
META99.28%
MSFT99.28%
MA99.28%
PEP99.28%
V99.28%
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 |
|---|---|---|---|---|
 Scottish Mortgage (SMT.L) | 9.75% | 11.57% | 99.28% | - |
| Microsoft (MSFT) | 7.39% | 6.73% | 99.28% | - |
 Alphabet (GOOGL) | 4.56% | 5.51% | 99.2% | - |
 ASML (ASML.NV) | 4.5% | 7.25% | 99.28% | - |
 Fortinet (FTNT) | 4.32% | 9.44% | 68.57% | - |
| Meta (META) | 4.3% | 4.43% | 99.28% | - |
 Monks (MNKS.L) | 4.24% | 4.28% | 99.2% | - |
| Mastercard (MA) | 3.53% | 3.87% | 99.28% | - |
 ADP (ADP) | 3.5% | 3.61% | 99.2% | - |
 Philip Morris (PM) | 3.11% | 3.88% | 99.28% | - |
| Visa (V) | 3.01% | 3.4% | 99.28% | - |
 MSCI (MSCI) | 2.77% | 3.63% | 64.74% | - |
 Novo-Nordisk (NVO) | 2.71% | 0.96% | 99.28% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.69% | 4.57% | 58% | - |
| PepsiCo (PEP) | 2.65% | 2.16% | 99.28% | - |
 L'Oréal (OR.PA) | 2.52% | 2.51% | 99.28% | - |
 NVIDIA (NVDA) | 2.36% | 4.35% | 58.29% | - |
 LVMH (MC.PA) | 2.3% | 1.14% | 99.28% | - |
 Waters (WAT) | 2.13% | 2.5% | 99.28% | - |
 Applied Materials (AMAT) | 2.08% | 3.4% | 73.06% | - |
 KLA (KLAC) | 2.02% | 3.62% | 58.07% | - |
 Coloplast (COLO-B.CO) | 1.54% | 0.86% | 99.28% | - |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 1.43% | 3.1% | 46.13% | - |
 Amazon (AMZN) | 1.24% | 0% | 34.54% | 4/30/2024 |
 Apple (AAPL) | 1.2% | 0% | 40.98% | 7/29/2024 |
 HarbourVest (HVPE.L) | 1.14% | 0% | 34.61% | 5/1/2024 |
 Stryker (SYK) | 1% | 0% | 40.98% | 7/29/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.94% | 0% | 8.33% | 11/30/2023 |
 Costco (COST) | 0.91% | 0% | 34.54% | 4/30/2024 |
 ATOSS (AOF.DE) | 0.87% | 1.41% | 46.13% | - |
 Moody's (MCO) | 0.87% | 0% | 34.54% | 4/30/2024 |
 Nike (NKE) | 0.87% | 0% | 51.99% | 12/30/2024 |
 Deere (DE) | 0.84% | 0% | 27.37% | 4/30/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.76% | 0% | 4.42% | 11/30/2023 |
 TSMC (TSM) | 0.76% | 0% | 34.54% | 4/30/2024 |
 MercadoLibre (MELI) | 0.74% | 0% | 28.96% | 2/12/2024 |
 Diageo (DGE.L) | 0.74% | 0% | 43.52% | 9/2/2024 |
 Intuit (INTU) | 0.66% | 0% | 34.54% | 4/30/2024 |
 Brown-Forman (BF-B) | 0.56% | 0% | 34.54% | 4/30/2024 |
 IDEXX (IDXX) | 0.55% | 0% | 34.54% | 4/30/2024 |
 Unilever (ULVR.L) | 0.5% | 0% | 34.61% | 5/1/2024 |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.49% | 0% | 5.79% | 5/31/2024 |
 Estee Lauder (EL) | 0.46% | 0% | 29.47% | 2/20/2024 |
 Mettler-Toledo (MTD) | 0.44% | 0% | 34.54% | 4/30/2024 |
 Otis (OTIS) | 0.44% | 0% | 34.54% | 4/30/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.26% | 0% | 3.77% | 11/24/2023 |
 FICO (FICO) | 0.22% | 0.22% | 45.33% | - |
 Sabre (SABR) | 0.21% | 0% | 28.96% | 2/12/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.2% | 0% | 5% | 4/30/2024 |
 Adobe (ADBE) | 0.19% | 0% | 6.66% | 4/5/2023 |
 Fair Isaac Corporation (FICO.RTH) | 0.1% | 0.55% | 14.05% | - |
 Fevertree (FEVR.L) | 0.05% | 0% | 4.06% | 2/27/2023 |
 ANSYS (ANSS) | 0% | 0% | 0.36% | 1/6/2023 |
 PayPal (PYPL) | 0% | 0% | 0.36% | 1/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Scottish Mortgage (SMT.L) | 11.56% | 10.67% |
| Microsoft (MSFT) | 4.96% | 7.42% |
| Alphabet (GOOGL) | 3.23% | 6.32% |
| ASML (ASML.NV) | 5.4% | 5.58% |
| Meta (META) | 3.04% | 5.38% |
| Fortinet (FTNT) | 5.55% | 5.16% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 4.6% | 4.73% |
| Monks (MNKS.L) | 5.56% | 4.72% |
| NVIDIA (NVDA) | 3.84% | 4.54% |
| Mastercard (MA) | 3.53% | 4.17% |
| MSCI (MSCI) | 4.47% | 4.03% |
| Philip Morris (PM) | 3.15% | 3.69% |
| ADP (ADP) | 4.13% | 3.59% |
| KLA (KLAC) | 3.07% | 3.56% |
| Visa (V) | 3.15% | 3.42% |
| Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 4.23% | 3.05% |
| Applied Materials (AMAT) | 2.57% | 2.77% |
| PepsiCo (PEP) | 3.92% | 2.65% |
| L'Oréal (OR.PA) | 3.88% | 2.63% |
| Waters (WAT) | 3.15% | 2.47% |
| LVMH (MC.PA) | 3.11% | 2.22% |
| ATOSS (AOF.DE) | 2.72% | 2.06% |
| Novo-Nordisk (NVO) | 2.91% | 1.47% |
| Coloplast (COLO-B.CO) | 2.54% | 1.16% |
| FICO (FICO) | 0.8% | 0.54% |
Cash & Instruments Over Time
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