Portfolio Diversification
Range
Most Diversified
51 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
29.9 instruments
Most Consistent Holdings
Top 5
GOOG99.85%
META99.85%
MSFT99.85%
UPST99.85%
PDD.RTH.89.98%
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 |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 7.96% | 0% | 44.95% | 5/7/2024 |
| Microsoft (MSFT) | 7.41% | 0% | 99.85% | 10/19/2025 |
 Invesco QQQ (QQQ) | 7.3% | 0% | 60.94% | 5/7/2024 |
| Alphabet (GOOG) | 6% | 0% | 99.85% | 10/19/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 5.68% | 0% | 38.91% | 10/19/2025 |
| Meta (META) | 5.19% | 0% | 99.85% | 10/19/2025 |
 ARK Innovation ETF (ARKK) | 4.85% | 0% | 49.08% | 11/27/2023 |
 iShares MSCI China ETF (MCHI) | 4% | 0% | 58.95% | 4/10/2024 |
 Apple (AAPL) | 3.34% | 0% | 54.9% | 10/19/2025 |
 Invesco China Technology ETF (CQQQ) | 2.93% | 0% | 48.71% | 11/22/2023 |
| PDD Holdings (PDD.RTH.) | 2.36% | 0% | 89.98% | 10/19/2025 |
 NVIDIA (NVDA) | 2.31% | 0% | 38.91% | 10/19/2025 |
 Mastercard (MA) | 2.06% | 0% | 54.97% | 10/19/2025 |
 iShares Core S&P US Growth (IUSG) | 2.03% | 0% | 11.86% | 5/7/2024 |
 Visa (V) | 2% | 0% | 54.97% | 10/19/2025 |
 iShares Semiconductor ETF (SOXX) | 1.95% | 0% | 17.69% | 5/7/2024 |
 MercadoLibre (MELI.RTH.) | 1.65% | 0% | 49.08% | 11/27/2023 |
 Alibaba (BABA) | 1.61% | 0% | 49.08% | 11/27/2023 |
 LVMH (MC.PA) | 1.53% | 0% | 34.05% | 3/6/2025 |
| Upstart (UPST) | 1.4% | 0% | 99.85% | 10/19/2025 |
 Amazon (AMZN) | 1.39% | 0% | 38.32% | 3/6/2025 |
 Logitech (LOGN.ZU) | 1.1% | 0% | 48.71% | 11/22/2023 |
 Netflix (NFLX) | 1.09% | 0% | 48.64% | 11/21/2023 |
 Intel (INTC) | 1.06% | 0% | 49.08% | 11/27/2023 |
 Ameriprise (AMP.US) | 1.01% | 0% | 38.91% | 10/19/2025 |
 Novo-Nordisk (NVO) | 0.95% | 0% | 17.32% | 10/19/2025 |
 Sea (SE) | 0.94% | 0% | 48.27% | 11/21/2023 |
 Lululemon (LULU) | 0.94% | 0% | 38.91% | 10/19/2025 |
 Progressive (PGR) | 0.82% | 0% | 38.91% | 10/19/2025 |
 TaskUs (TASK) | 0.8% | 0% | 48.71% | 11/22/2023 |
 NVR (NVR) | 0.79% | 0% | 40.9% | 10/19/2025 |
 Home Depot (HD) | 0.72% | 0% | 27.93% | 5/23/2025 |
 D.R. Horton (DHI) | 0.61% | 0% | 40.9% | 10/19/2025 |
 Paycom (PAYC) | 0.57% | 0% | 34.64% | 10/19/2025 |
 Hershey (HSY) | 0.56% | 0% | 38.17% | 5/21/2025 |
 Trade Desk (TTD.RTH.) | 0.56% | 0% | 49.08% | 11/27/2023 |
 PayPal (PYPL) | 0.53% | 0% | 51.14% | 5/6/2024 |
 Novocure (NVCR) | 0.52% | 0% | 48.56% | 11/20/2023 |
 Vanguard Information Technology (VGT) | 0.51% | 0% | 15.99% | 8/8/2022 |
 Dior (CDI.PA) | 0.5% | 0% | 11.86% | 5/7/2024 |
 Salesforce (CRM) | 0.48% | 0% | 16.14% | 8/10/2022 |
 Caterpillar (CAT) | 0.47% | 0% | 28% | 5/23/2025 |
 Builders FirstSource (BLDR) | 0.47% | 0% | 29.92% | 5/23/2025 |
 Grainger (GWW) | 0.41% | 0% | 38.84% | 10/19/2025 |
 Atlassian (TEAM) | 0.41% | 0% | 49.08% | 11/27/2023 |
 Encore Wire Corporation (WIRE) | 0.41% | 0% | 22.18% | 5/6/2024 |
 Fiverr (FVRR) | 0.4% | 0% | 48.71% | 11/22/2023 |
 Snowflake (SNOW) | 0.4% | 0% | 49.08% | 11/27/2023 |
 TJX (TJX) | 0.37% | 0% | 38.91% | 10/19/2025 |
 Adobe (ADBE) | 0.37% | 0% | 16.14% | 8/10/2022 |
 Airbnb (ABNB.RTH.) | 0.37% | 0% | 48.71% | 11/22/2023 |
 ADP (ADP) | 0.35% | 0% | 38.84% | 10/19/2025 |
 Tencent (0700.HK) | 0.35% | 0% | 48.78% | 11/23/2023 |
 Teladoc (TDOC) | 0.35% | 0% | 16.14% | 8/10/2022 |
 Baidu (BIDU) | 0.33% | 0% | 48.64% | 11/21/2023 |
 Corsair (CRSR) | 0.33% | 0% | 16.14% | 8/10/2022 |
 Deckers (DECK) | 0.3% | 0% | 10.98% | 10/19/2025 |
 AMD (AMD) | 0.29% | 0% | 31.47% | 3/28/2023 |
 KraneShares CSI China Internet (KWEB) | 0.29% | 0% | 48.64% | 11/21/2023 |
 Zoom (ZM) | 0.28% | 0% | 16.14% | 8/10/2022 |
 PulteGroup (PHM) | 0.26% | 0% | 17.39% | 10/19/2025 |
 Coupang (CPNG) | 0.23% | 0% | 48.64% | 11/21/2023 |
 Shopify (SHOP) | 0.2% | 0% | 49.08% | 11/27/2023 |
 Twilio (TWLO) | 0.19% | 0% | 16.14% | 8/10/2022 |
 Merck (MRK) | 0.18% | 0% | 6.26% | 5/21/2025 |
 Nike (NKE) | 0.17% | 0% | 17.76% | 3/4/2025 |
 Baozun (BZUN) | 0.17% | 0% | 48.56% | 11/20/2023 |
 Coinbase (COIN) | 0.16% | 0% | 16.14% | 8/10/2022 |
 Crocs (CROX) | 0.15% | 0% | 7.44% | 10/19/2025 |
 Crowdstrike (CRWD) | 0.13% | 0% | 16.14% | 8/10/2022 |
 Vertex (VRTX) | 0.11% | 0% | 22.18% | 3/6/2025 |
 Fintech Acquisition Corp. V (FTCV) | 0.11% | 0% | 15.99% | 8/8/2022 |
 Graphic Packaging (GPK) | 0.11% | 0% | 12.31% | 5/6/2024 |
 Disney (DIS) | 0.1% | 0% | 16.14% | 8/10/2022 |
 Ulta (ULTA) | 0.1% | 0% | 10.32% | 4/10/2024 |
 Block Inc. (XYZ) | 0.06% | 0% | 16.14% | 8/10/2022 |
 UiPath (PATH) | 0.06% | 0% | 16.14% | 8/10/2022 |
 Vanguard Growth ETF (VUG) | 0.05% | 0% | 1.55% | 1/21/2022 |
 DocuSign (DOCU) | 0.03% | 0% | 5.08% | 3/11/2022 |
 Pinterest (PINS) | 0.03% | 0% | 10.17% | 5/19/2022 |
 Lowe's (LOW) | 0.03% | 0% | 2.14% | 5/7/2024 |
 Toll Brothers (TOL) | 0.02% | 0% | 1.99% | 5/7/2024 |
 Deere (DE) | 0.02% | 0% | 1.18% | 4/18/2024 |
 Lennar (LEN) | 0.02% | 0% | 1.47% | 2/26/2025 |
 eToro Group LTD (ETOR) | 0.01% | 0% | 4.27% | 10/19/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.01% | 0% | 0.22% | 1/3/2022 |
 Molina (MOH) | 0.01% | 0% | 0.66% | 3/6/2025 |
 STMicroelectronics (STM.US) | 0% | 0% | 0.52% | 11/27/2023 |
 SQM (SQM) | 0% | 0% | 0.52% | 11/27/2023 |
 Atkore (ATKR) | 0% | 0% | 0.52% | 11/27/2023 |
 Academy Sports (ASO) | 0% | 0% | 0.52% | 11/27/2023 |
 AGCO (AGCO) | 0% | 0% | 0.52% | 11/27/2023 |
 CVS Health (CVS) | 0% | 0% | 0.52% | 11/27/2023 |
 United Therapeutics (UTHR) | 0% | 0% | 0.52% | 11/27/2023 |
 ON Semiconductor (ON) | 0% | 0% | 0.52% | 11/27/2023 |
 eBay (EBAY) | 0% | 0% | 0.44% | 11/27/2023 |
 Qualcomm (QCOM) | 0% | 0% | 0.44% | 11/27/2023 |
 CONSOL Energy (CNR) | 0% | 0% | 0.44% | 11/27/2023 |
 Inmode (INMD) | 0% | 0% | 0.44% | 11/27/2023 |
 American Express (AXP) | 0% | 0% | 0.44% | 11/27/2023 |
 Microchip (MCHP) | 0% | 0% | 0.44% | 11/27/2023 |
 Berkshire Hathaway (BRK.B) | 0% | 0% | 0.15% | 4/10/2024 |
 BMW (BMW.DE) | 0% | 0% | 0.37% | 11/27/2023 |
 Stellantis (STLAM.MI) | 0% | 0% | 0.37% | 11/27/2023 |
 Mercedes-Benz (MBG.DE) | 0% | 0% | 0.37% | 11/27/2023 |
 Interactive Brokers (IBKR) | 0% | 0% | 0.52% | 11/27/2023 |
 UnitedHealth (UNH) | 0% | 0% | 0.22% | 2/28/2025 |
 Meituan (03690.HK) | 0% | 0% | 7% | 7/3/2023 |
 Equinix (EQIX) | 0% | 0% | 0.37% | 1/5/2022 |
 Everest (EG) | 0% | 0% | 0.22% | 11/27/2023 |
 Boise Cascade (BCC) | 0% | 0% | 0.07% | 11/22/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| VanEck Vectors Semiconductor ETF (SMH) | 14.95% | 14.24% |
| Microsoft (MSFT) | 10.6% | 11.13% |
| Apple (AAPL) | 8.6% | 10.32% |
| Alphabet (GOOG) | 7.33% | 9.55% |
| Meta (META) | 4.07% | 5.5% |
| Mastercard (MA) | 4.95% | 5.09% |
| Visa (V) | 4.91% | 4.99% |
| Amazon (AMZN) | 4.02% | 4.07% |
| PDD Holdings (PDD.RTH.) | 5.45% | 4.04% |
| NVIDIA (NVDA) | 2.99% | 3.88% |
| LVMH (MC.PA) | 4.43% | 3.54% |
| Home Depot (HD) | 2.99% | 2.97% |
| Lululemon (LULU) | 2.99% | 2.83% |
| Ameriprise (AMP.US) | 1.99% | 2.18% |
| Progressive (PGR) | 1.99% | 1.94% |
| NVR (NVR) | 2.01% | 1.86% |
| Caterpillar (CAT) | 1.96% | 1.82% |
| D.R. Horton (DHI) | 1.98% | 1.6% |
| Hershey (HSY) | 1.96% | 1.48% |
| Builders FirstSource (BLDR) | 2.13% | 1.47% |
| Paycom (PAYC) | 1.07% | 1.34% |
| Upstart (UPST) | 3.47% | 1.15% |
| Nike (NKE) | 1.07% | 0.94% |
| TJX (TJX) | 0.5% | 0.54% |
| ADP (ADP) | 0.5% | 0.53% |
| Vertex (VRTX) | 0.5% | 0.43% |
| Grainger (GWW) | 0.38% | 0.36% |