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Portfolio Diversification
Range
Most Diversified
39 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
28.8 instruments
Most Consistent Holdings
Top 5
META99.67%
MSFT99.67%
MA99.67%
PEP99.67%
V99.67%
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) | 9.58% | 11.97% | 99.67% | - |
| Microsoft (MSFT) | 7.63% | 6.28% | 99.67% | - |
 Alphabet (GOOGL) | 4.36% | 6.75% | 99.67% | - |
| Meta (META) | 4.31% | 5.24% | 99.67% | - |
 Monks (MNKS.L) | 4.24% | 4.67% | 99.67% | - |
 ASML (ASML.NV) | 4.05% | 6.87% | 99.67% | - |
 Fortinet (FTNT) | 3.76% | 5.29% | 64.45% | - |
 ADP (ADP) | 3.6% | 2.62% | 99.67% | - |
| Mastercard (MA) | 3.56% | 3.63% | 99.67% | - |
 Philip Morris (PM) | 3.05% | 3.63% | 99.67% | - |
| Visa (V) | 3.03% | 3.02% | 99.67% | - |
 Novo-Nordisk (NVO) | 2.95% | 1.14% | 99.67% | - |
| PepsiCo (PEP) | 2.72% | 2.75% | 99.67% | - |
 MSCI (MSCI) | 2.69% | 3.94% | 60.05% | - |
 L'Oréal (OR.PA) | 2.55% | 2.58% | 99.67% | - |
 LVMH (MC.PA) | 2.45% | 1.49% | 99.67% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.42% | 4.79% | 52.33% | - |
 Waters (WAT) | 2.14% | 1.84% | 99.67% | - |
 NVIDIA (NVDA) | 2.07% | 4.94% | 52.66% | - |
 Applied Materials (AMAT) | 1.73% | 3.94% | 69.68% | - |
 Coloplast (COLO-B.CO) | 1.66% | 0.77% | 99.67% | - |
 KLA (KLAC) | 1.61% | 5.06% | 52.49% | - |
 Amazon (AMZN) | 1.42% | 0% | 39.62% | 4/30/2024 |
 Apple (AAPL) | 1.38% | 0% | 47.01% | 7/29/2024 |
 HarbourVest (HVPE.L) | 1.31% | 0% | 39.7% | 5/1/2024 |
 Xtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE) | 1.21% | 3.07% | 38.7% | - |
 Stryker (SYK) | 1.15% | 0% | 47.01% | 7/29/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.08% | 0% | 9.55% | 11/30/2023 |
 Costco (COST) | 1.05% | 0% | 39.62% | 4/30/2024 |
 Moody's (MCO) | 1% | 0% | 39.62% | 4/30/2024 |
 Nike (NKE) | 0.99% | 0% | 59.63% | 12/30/2024 |
 Deere (DE) | 0.96% | 0% | 31.4% | 4/30/2024 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.87% | 0% | 5.07% | 11/30/2023 |
 TSMC (TSM) | 0.87% | 0% | 39.62% | 4/30/2024 |
 MercadoLibre (MELI) | 0.85% | 0% | 33.22% | 2/12/2024 |
 Diageo (DGE.L) | 0.85% | 0% | 49.92% | 9/2/2024 |
 ATOSS (AOF.DE) | 0.83% | 1.31% | 38.7% | - |
 Intuit (INTU) | 0.76% | 0% | 39.62% | 4/30/2024 |
 Brown-Forman (BF-B) | 0.64% | 0% | 39.62% | 4/30/2024 |
 IDEXX (IDXX) | 0.63% | 0% | 39.62% | 4/30/2024 |
 Unilever (ULVR.L) | 0.58% | 0% | 39.7% | 5/1/2024 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.56% | 0% | 6.64% | 5/31/2024 |
 Estee Lauder (EL) | 0.53% | 0% | 33.8% | 2/20/2024 |
 Mettler-Toledo (MTD) | 0.51% | 0% | 39.62% | 4/30/2024 |
 Otis (OTIS) | 0.51% | 0% | 39.62% | 4/30/2024 |
 iShares Core MSCI EMU UCITS ETF EUR (SXR7.DE) | 0.3% | 0% | 4.32% | 11/24/2023 |
 Sabre (SABR) | 0.24% | 0% | 33.22% | 2/12/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.23% | 0% | 5.73% | 4/30/2024 |
 Adobe (ADBE) | 0.22% | 0% | 7.64% | 4/5/2023 |
 FICO (FICO) | 0.21% | 0.34% | 37.87% | - |
 Fevertree (FEVR.L) | 0.06% | 0% | 4.65% | 2/27/2023 |
 Fair Isaac Corporation (FICO.RTH) | 0.02% | 0.76% | 1.99% | - |
 ANSYS (ANSS) | 0.01% | 0% | 0.42% | 1/6/2023 |
 PayPal (PYPL) | 0% | 0% | 0.42% | 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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