Portfolio Diversification
Range
Most Diversified
22 instruments
February 9, 2024
Least Diversified
0 instruments
April 9, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
AAPL85.7%
MSFT85.7%
HD85.7%
JPM85.7%
COST85.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 hugomanenti95 | 13.12% | 0% | 55.35% | 11/23/2023 |
| Apple (AAPL) | 11.06% | 0% | 85.7% | 4/8/2025 |
| Microsoft (MSFT) | 10.01% | 0% | 85.7% | 4/8/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 8.88% | 0% | 85.7% | 4/8/2025 |
| Costco (COST) | 7.42% | 0% | 85.7% | 4/8/2025 |
 Texas Roadhouse (TXRH) | 4.49% | 0% | 85.7% | 4/8/2025 |
| JPMorgan (JPM) | 4.41% | 0% | 85.7% | 4/8/2025 |
 VICI Properties (VICI) | 4.39% | 0% | 85.7% | 4/8/2025 |
 Disney (DIS) | 3.61% | 0% | 59.53% | 5/29/2024 |
 Canadian Pacific (CP) | 2.55% | 0% | 68.9% | 11/8/2024 |
 Starbucks (SBUX) | 2.54% | 0% | 64.8% | 7/31/2024 |
| Home Depot (HD) | 2.47% | 0% | 85.7% | 4/8/2025 |
 Estee Lauder (EL) | 1.88% | 0% | 47.16% | 5/15/2024 |
 Salesforce (CRM) | 1.8% | 0% | 30.85% | 4/8/2025 |
 Mastercard (MA) | 1.7% | 0% | 37.54% | 4/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 1.63% | 0% | 82.27% | 4/8/2025 |
 Target (TGT) | 1.5% | 0% | 64.46% | 9/3/2024 |
 Church & Dwight (CHD) | 1.48% | 0% | 79.52% | 4/8/2025 |
 PepsiCo (PEP) | 1.45% | 0% | 49.83% | 3/15/2024 |
 T. Rowe Price (TROW) | 1.39% | 0% | 77.42% | 12/30/2024 |
 BlackRock (BLK) | 1.05% | 0% | 85.7% | 4/8/2025 |
 Nike (NKE) | 0.97% | 0% | 54.85% | 4/2/2024 |
 Booking (BKNG) | 0.71% | 0% | 20.82% | 4/8/2025 |
 Moody's (MCO) | 0.65% | 0% | 35.28% | 4/8/2025 |
 Alphabet (GOOG) | 0.52% | 0% | 12.63% | 4/8/2025 |
 Verizon (VZ) | 0.47% | 0% | 48.08% | 4/2/2024 |
 Schwab US Large-Cap ETF (SCHX) | 0.35% | 0% | 3.6% | 6/29/2022 |
 Intuit (INTU) | 0.34% | 0% | 27.26% | 4/8/2025 |
 S&P Global (SPGI) | 0.32% | 0% | 13.55% | 4/8/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.26% | 0% | 3.18% | 10/6/2022 |
 Nio (NIO) | 0.25% | 0% | 4.85% | 6/28/2022 |
 ASML (ASML) | 0.13% | 0% | 7.36% | 4/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 13.57% | 16.16% |
| Microsoft (MSFT) | 10.53% | 12.77% |
| Costco (COST) | 7.77% | 10% |
| Schwab US Dividend Equity ETF (SCHD) | 11.84% | 9.59% |
| Salesforce (CRM) | 8.13% | 7.26% |
| Texas Roadhouse (TXRH) | 3.82% | 5.73% |
| Mastercard (MA) | 6.71% | 5.73% |
| VICI Properties (VICI) | 7.53% | 5.21% |
| JPMorgan (JPM) | 3.14% | 4.8% |
| Alphabet (GOOG) | 5.69% | 4.3% |
| Booking (BKNG) | 3.81% | 3.64% |
| Home Depot (HD) | 3.02% | 2.77% |
| S&P Global (SPGI) | 3.17% | 2.3% |
| Moody's (MCO) | 2.59% | 2.13% |
| Vanguard S&P 500 ETF (VOO) | 1.9% | 2.03% |
| Church & Dwight (CHD) | 1.9% | 1.79% |
| Intuit (INTU) | 1.9% | 1.34% |
| BlackRock (BLK) | 0.59% | 0.71% |