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Portfolio Diversification
Range
Most Diversified
39 instruments
July 27, 2024
Least Diversified
0 instruments
June 9, 2022
Average
19.4 instruments
Most Consistent Holdings
Top 5
MSFT65.69%
SMH61.27%
AMZN55.07%
BIL52.44%
IEUR49.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 9, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 3.44% | 27.72% | 52.44% | - |
| Microsoft (MSFT) | 3.43% | 0% | 65.69% | 12/30/2025 |
| iShares Core MSCI Europe ETF (IEUR) | 3.05% | 0% | 49.11% | 5/21/2024 |
| Amazon (AMZN) | 3.03% | 0% | 55.07% | 12/5/2025 |
| VanEck Vectors Semiconductor ETF (SMH) | 2.81% | 0% | 61.27% | 6/10/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 2.37% | 0% | 36.95% | 3/15/2024 |
 AMD (AMD) | 2.08% | 0% | 36.48% | 10/7/2025 |
 ProShares UltraPro QQQ (TQQQ) | 1.99% | 0% | 32.77% | 12/23/2025 |
 Alphabet (GOOG) | 1.91% | 0% | 32.3% | 10/14/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 1.91% | 0% | 15.49% | 2/9/2023 |
 Intuitive Surgical (ISRG) | 1.78% | 0% | 43.76% | 12/30/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.76% | 0% | 33.46% | 6/11/2025 |
 Equinix (EQIX) | 1.73% | 6.25% | 42.91% | - |
 Crowdstrike (CRWD) | 1.73% | 0% | 41.29% | 10/21/2025 |
 Franklin FTSE India ETF (FLIN) | 1.72% | 0% | 37.03% | 9/26/2025 |
 JPMorgan (JPM) | 1.72% | 0% | 28.81% | 11/30/2023 |
 SPDR S&P 500 ETF (SPY) | 1.62% | 0% | 7.98% | 10/3/2022 |
 Vanguard Health Care ETF (VHT) | 1.58% | 0% | 16.42% | 5/30/2023 |
 Palo Alto Networks (PANW) | 1.57% | 0% | 39.97% | 12/15/2025 |
 Meta (META) | 1.56% | 0% | 36.33% | 10/1/2025 |
 Arista (ANET) | 1.55% | 0% | 36.79% | 10/14/2025 |
 NVIDIA (NVDA) | 1.46% | 0% | 38.03% | 10/21/2025 |
 Apple (AAPL) | 1.43% | 0% | 32.46% | 3/5/2025 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.4% | 0% | 8.06% | 10/4/2022 |
 Salesforce (CRM) | 1.32% | 3.71% | 31.91% | - |
 iShares MSCI India ETF (INDA) | 1.25% | 0% | 18.2% | 4/17/2024 |
 iShares Global Healthcare ETF (IXJ) | 1.23% | 0% | 7.98% | 10/3/2022 |
 ServiceNow (NOW) | 1.12% | 3.32% | 32.38% | - |
 Marvell (MRVL) | 1.11% | 3.8% | 23.47% | - |
 Nu (NU) | 1.08% | 3.07% | 21.61% | - |
 Microchip (MCHP) | 1.04% | 0% | 25.02% | 12/27/2023 |
 CVS Health (CVS) | 1.02% | 0% | 21.22% | 4/25/2024 |
 MercadoLibre (MELI) | 0.92% | 0% | 22.15% | 9/30/2025 |
 iShares MSCI Mexico ETF (EWW) | 0.88% | 0% | 24.71% | 8/27/2024 |
 Mastercard (MA) | 0.86% | 0% | 21.69% | 10/29/2025 |
 Charter (CHTR) | 0.79% | 0% | 20.84% | 4/26/2024 |
 iShares Semiconductor ETF (SOXX) | 0.76% | 0% | 7.98% | 10/3/2022 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.76% | 0% | 17.2% | 11/12/2024 |
 Vonovia (VNA.DE) | 0.75% | 0% | 22.7% | 7/16/2025 |
 Broadcom (AVGO) | 0.7% | 0% | 11.31% | 10/31/2025 |
 Vertex (VRTX) | 0.67% | 0% | 18.2% | 4/7/2025 |
 Lam Research (LRCX) | 0.63% | 0% | 17.58% | 10/6/2025 |
 Lockheed Martin (LMT) | 0.61% | 0% | 14.02% | 1/9/2026 |
 Ingredion (INGR) | 0.5% | 0% | 11.54% | 6/10/2024 |
 Chemed (CHE) | 0.49% | 0% | 10.15% | 5/4/2023 |
 Applied Materials (AMAT) | 0.46% | 0% | 22.62% | 6/11/2025 |
 Oracle (ORCL) | 0.45% | 0% | 11.08% | 6/24/2024 |
 Vanguard Short-Term Corporate (VCSH) | 0.44% | 0% | 8.91% | 5/8/2023 |
 T-Mobile (TMUS) | 0.41% | 0% | 10.15% | 6/14/2023 |
 Global X Uranium ETF (URA) | 0.39% | 0% | 18.9% | 5/27/2025 |
 Boston Scientific (BSX.US) | 0.39% | 0% | 9.76% | 8/19/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.39% | 0% | 19.21% | 2/21/2025 |
 Home Depot (HD) | 0.38% | 0% | 8.91% | 12/16/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.38% | 0% | 8.52% | 2/15/2023 |
 Bicycle (BCYC) | 0.37% | 0.81% | 30.44% | - |
 Tencent (0700.HK) | 0.36% | 0% | 10.77% | 8/23/2023 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.34% | 0% | 9.68% | 10/22/2024 |
 Alphabet (GOOGL) | 0.33% | 0% | 6.35% | 4/1/2024 |
 WESCO (WCC) | 0.3% | 0% | 2.71% | 9/22/2022 |
 Columbia India Consumer ETF (INCO) | 0.29% | 0% | 14.02% | 5/20/2025 |
 Autozone (AZO) | 0.28% | 7.22% | 6.97% | - |
 ACM Research (ACMR) | 0.26% | 0% | 11.85% | 12/12/2025 |
 Synopsys (SNPS) | 0.26% | 0% | 8.44% | 1/12/2026 |
 Sprott Physical Uranium Trust (SRUUF) | 0.25% | 0% | 16.58% | 10/1/2024 |
 Micron (MU) | 0.25% | 0% | 13.01% | 6/3/2025 |
 Adobe (ADBE) | 0.25% | 0% | 8.83% | 9/17/2024 |
 ON Semiconductor (ON) | 0.24% | 0% | 8.99% | 10/7/2024 |
 Deutsche Telekom (DTE.DE) | 0.24% | 4.16% | 5.81% | - |
 Astera Labs Inc (ALAB) | 0.24% | 2.95% | 6.82% | - |
 Chevron (CVX) | 0.24% | 0% | 6.2% | 6/13/2024 |
 Target (TGT) | 0.23% | 0% | 8.6% | 3/4/2025 |
 S&P Global (SPGI) | 0.22% | 0% | 6.27% | 9/13/2024 |
 PepsiCo (PEP) | 0.21% | 0% | 5.11% | 6/10/2024 |
 ResMed (RMD) | 0.2% | 0% | 8.37% | 8/30/2024 |
 Ciena (CIEN) | 0.2% | 0% | 4.57% | 3/4/2024 |
 Coca-Cola (KO) | 0.2% | 0% | 4.11% | 1/27/2023 |
 Nebius Group NV (NBIS) | 0.2% | 0.98% | 6.82% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.19% | 0% | 4.42% | 6/28/2024 |
 Mattel (MAT) | 0.18% | 0% | 4.65% | 4/15/2024 |
 Visa (V) | 0.17% | 0% | 4.65% | 2/4/2025 |
 Aena (AENA.MC) | 0.17% | 0% | 9.84% | 7/31/2025 |
 Owens Corning (OC) | 0.17% | 0% | 4.8% | 9/15/2023 |
 iShares MSCI Switzerland ETF (EWL) | 0.16% | 0% | 3.87% | 6/7/2024 |
 Viatris (VTRS) | 0.16% | 0% | 3.49% | 11/18/2025 |
 State Street Industrial Select Sector SPDR ETF (XLI) | 0.15% | 0% | 4.88% | 6/5/2024 |
 Procter & Gamble (PG) | 0.14% | 0% | 3.02% | 1/25/2023 |
 PG&E (PCG) | 0.14% | 0% | 6.35% | 10/29/2025 |
 ExxonMobil (XOM) | 0.14% | 0% | 3.18% | 4/3/2024 |
 AT&T (T) | 0.13% | 0% | 6.89% | 12/5/2025 |
 Ross Stores (ROST) | 0.13% | 0% | 4.8% | 9/22/2025 |
 Meritage Homes (MTH) | 0.13% | 0% | 3.02% | 9/15/2023 |
 iShares US Aerospace & Defense ETF (ITA) | 0.13% | 0% | 5.42% | 12/11/2024 |
 Palantir (PLTR) | 0.12% | 2.2% | 3.72% | - |
 Baker Hughes (BKR) | 0.12% | 0% | 4.88% | 8/30/2024 |
 PayPal (PYPL) | 0.12% | 0% | 4.42% | 2/16/2024 |
 McDonald's (MCD) | 0.12% | 0% | 3.02% | 4/2/2024 |
 Hologic (HOLX) | 0.12% | 0% | 6.43% | 10/7/2024 |
 Dutch Bros (BROS) | 0.11% | 0% | 3.72% | 12/5/2025 |
 Insulet (PODD) | 0.11% | 0% | 3.1% | 11/17/2025 |
 MGM (MGM) | 0.11% | 0% | 5.19% | 9/3/2024 |
 Constellation Brands (STZ) | 0.1% | 0% | 2.09% | 2/8/2024 |
 Evolution (EVO.ST) | 0.1% | 0% | 2.25% | 8/11/2023 |
 Amgen (AMGN) | 0.1% | 0% | 6.51% | 5/20/2025 |
 NextEra (NEE) | 0.1% | 0% | 7.75% | 11/18/2024 |
 Shopify (SHOP) | 0.1% | 0% | 2.01% | 1/5/2026 |
 Robinhood Markets Inc. (HOOD) | 0.1% | 2.38% | 3.72% | - |
 Philip Morris (PM) | 0.1% | 0% | 2.17% | 10/19/2023 |
 Lululemon (LULU) | 0.09% | 0% | 5.11% | 2/20/2025 |
 Check Point (CHKP) | 0.09% | 0% | 2.09% | 10/15/2025 |
 Kering (KER.PA) | 0.09% | 0% | 2.71% | 8/18/2023 |
 CDW (CDW) | 0.09% | 0% | 2.09% | 2/21/2024 |
 Ulta (ULTA) | 0.09% | 0% | 3.8% | 1/15/2025 |
 Schlumberger (SLB) | 0.09% | 0% | 2.17% | 5/1/2024 |
 Citi (C) | 0.08% | 0% | 2.48% | 12/8/2025 |
 Waste Management (WM) | 0.08% | 0% | 5.27% | 12/8/2025 |
 Stellantis (STLAM.MI) | 0.08% | 0% | 2.01% | 6/10/2024 |
 Analog Devices (ADI.US) | 0.08% | 0% | 2.32% | 11/17/2025 |
 Transdigm (TDG) | 0.08% | 6.37% | 2.4% | - |
 Allstate (ALL) | 0.08% | 0% | 2.71% | 1/2/2026 |
 Linde (LIN) | 0.08% | 0% | 2.01% | 1/7/2026 |
 Welltower (WELL) | 0.07% | 0% | 2.01% | 11/10/2025 |
 IBM (IBM) | 0.07% | 0% | 3.56% | 4/17/2024 |
 Quanta Services (PWR) | 0.07% | 0% | 2.01% | 10/21/2025 |
 ACV Auctions (ACVA) | 0.07% | 0% | 2.4% | 7/11/2024 |
 Eaton (ETN) | 0.07% | 0% | 2.17% | 10/21/2025 |
 AEP (AEP) | 0.07% | 0% | 2.01% | 10/21/2025 |
 Cardinal Health (CAH) | 0.07% | 0% | 1.63% | 10/28/2025 |
 Costco (COST) | 0.07% | 0% | 1.63% | 8/17/2023 |
 Keysight Technologies (KEYS) | 0.07% | 0% | 3.49% | 4/19/2024 |
 FedEx (FDX) | 0.07% | 0% | 1.7% | 12/2/2025 |
 Bunge (BG) | 0.07% | 0% | 1.7% | 4/25/2024 |
 MetLife (MET) | 0.07% | 0% | 5.73% | 3/4/2025 |
 BlackStone (BX) | 0.07% | 4.18% | 2.01% | - |
 Symbotic (SYM) | 0.07% | 0% | 1.63% | 2/22/2024 |
 iShares MSCI France ETF (EWQ) | 0.06% | 0% | 4.18% | 7/29/2024 |
 Kraft Heinz (KHC) | 0.06% | 0% | 2.32% | 12/14/2023 |
 Best Buy (BBY) | 0.06% | 0% | 1.63% | 11/11/2025 |
 General Dynamics (GD) | 0.06% | 0% | 5.42% | 10/4/2024 |
 Omnicom (OMC) | 0.06% | 0% | 1.55% | 6/3/2024 |
 Incyte (INCY) | 0.06% | 0% | 3.56% | 11/12/2024 |
 Waste Connections (WCN) | 0.05% | 0% | 1.47% | 12/10/2025 |
 Caterpillar (CAT) | 0.05% | 0% | 1.47% | 12/11/2024 |
 Cisco (CSCO) | 0.05% | 0% | 1.86% | 11/18/2025 |
 Valero (VLO) | 0.05% | 0% | 1.24% | 6/3/2024 |
 Biogen (BIIB) | 0.05% | 0% | 1.16% | 1/10/2024 |
 Cooper (COO) | 0.05% | 0% | 7.13% | 3/7/2025 |
 Phillips 66 (PSX) | 0.04% | 0% | 1.39% | 11/25/2025 |
 Chipotle (CMG) | 0.04% | 4.28% | 1.08% | - |
 Nova (NVMI) | 0.04% | 0% | 2.09% | 10/8/2025 |
 Hubbell (HUBB) | 0.04% | 1.7% | 1.47% | - |
 Hess (HES) | 0.04% | 0% | 1.63% | 1/16/2024 |
 CBRE (CBRE) | 0.04% | 0% | 1.63% | 12/16/2025 |
 O'Reilly Auto (ORLY) | 0.04% | 0% | 1.39% | 12/9/2025 |
 Digital Realty (DLR) | 0.04% | 0% | 4.73% | 9/10/2024 |
 Public Storage (PSA) | 0.04% | 0% | 1.08% | 10/29/2025 |
 3M (MMM) | 0.04% | 0% | 2.25% | 12/26/2024 |
 Fiserv (FISV) | 0.04% | 0% | 4.11% | 9/17/2024 |
 ConEd (ED) | 0.04% | 0% | 1.32% | 10/27/2025 |
 AES (AES) | 0.04% | 0% | 1.08% | 1/16/2026 |
 Keurig Dr Pepper (KDP) | 0.03% | 0% | 1.32% | 11/3/2025 |
 Impinj (PI) | 0.03% | 2.84% | 1.01% | - |
 On (ONON) | 0.03% | 0% | 1.47% | 3/4/2024 |
 JLL (JLL) | 0.03% | 0% | 1.01% | 11/3/2025 |
 Brunswick (BC) | 0.03% | 0% | 1.7% | 3/27/2024 |
 Tradeweb (TW) | 0.03% | 0% | 2.09% | 1/22/2025 |
 Emerson (EMR) | 0.03% | 0% | 3.64% | 8/27/2024 |
 Quest Diagnostics (DGX) | 0.03% | 0% | 1.16% | 10/23/2025 |
 Cigna (CI) | 0.03% | 0% | 1.08% | 8/12/2024 |
 Hasbro (HAS) | 0.03% | 0% | 1.32% | 11/19/2025 |
 Copart (CPRT) | 0.03% | 4.36% | 0.7% | - |
 UnitedHealth (UNH) | 0.03% | 2.43% | 1.08% | - |
 Accenture (ACN) | 0.02% | 0% | 1.08% | 12/11/2024 |
 First Solar (FSLR) | 0.02% | 0% | 2.71% | 8/30/2024 |
 UniCredit (UCG.MI) | 0.02% | 0% | 1.01% | 11/18/2025 |
 Ormat (ORA.US) | 0.02% | 0% | 2.63% | 8/29/2024 |
 Zscaler (ZS) | 0.02% | 2.31% | 1.01% | - |
 TMTG (DJT) | 0.02% | 0% | 2.87% | 1/22/2025 |
 Ares Capital (ARCC) | 0.02% | 0% | 1.16% | 11/17/2025 |
 Goldman Sachs (GS) | 0.02% | 0% | 0.85% | 10/22/2024 |
 Dominion Energy (D) | 0.02% | 0% | 1.08% | 12/5/2025 |
 TJX (TJX) | 0.02% | 0% | 1.08% | 10/29/2025 |
 Dollar General (DG.US) | 0.02% | 0% | 0.93% | 10/28/2025 |
 Ventas (VTR) | 0.02% | 0% | 2.09% | 8/12/2024 |
 Travelers (TRV) | 0.02% | 0% | 0.77% | 11/17/2025 |
 Abbott (ABT) | 0.02% | 0% | 0.7% | 11/26/2025 |
 Liberty Media Formula One (FWONA) | 0.02% | 0% | 0.7% | 6/12/2024 |
 Jabil (JBL) | 0.02% | 0% | 0.93% | 11/11/2025 |
 Monolithic Power (MPWR) | 0.02% | 0% | 1.63% | 1/2/2026 |
 Jacobs (J) | 0.02% | 0% | 0.54% | 12/12/2025 |
 Kroger (KR) | 0.02% | 0% | 0.77% | 10/27/2025 |
 Inter & Co (INTR) | 0.02% | 0% | 2.32% | 10/2/2025 |
 Mettler-Toledo (MTD) | 0.01% | 0% | 0.39% | 5/14/2024 |
 Gulfport (GPOR) | 0.01% | 0% | 0.62% | 6/18/2024 |
 Palomar Holdings (PLMR) | 0.01% | 0% | 0.77% | 1/2/2026 |
 NXP (NXPI) | 0.01% | 0% | 0.7% | 9/3/2025 |
 Mobileye (MBLY) | 0.01% | 0% | 0.85% | 6/18/2024 |
 KLA (KLAC) | 0.01% | 0% | 0.62% | 10/22/2025 |
 Denali Therapeutics (DNLI) | 0.01% | 0% | 1.47% | 9/17/2024 |
 Lear (LEA) | 0.01% | 0% | 0.93% | 8/25/2025 |
 Honeywell (HON) | 0.01% | 0% | 1.39% | 8/12/2024 |
 Halliburton (HAL) | 0.01% | 0% | 0.54% | 1/6/2026 |
 Uber (UBER) | 0.01% | 0% | 0.62% | 11/11/2025 |
 Axon (AXON) | 0.01% | 0% | 1.08% | 8/12/2024 |
 UL Solutions Inc (ULS) | 0.01% | 0% | 0.54% | 1/14/2026 |
 Cintas (CTAS) | 0.01% | 0% | 0.46% | 10/27/2025 |
 MKS (MKSI) | 0.01% | 0% | 0.7% | 9/3/2025 |
 Tapestry (TPR) | 0.01% | 0% | 0.62% | 12/12/2025 |
 UPS (UPS) | 0.01% | 0% | 0.62% | 1/16/2026 |
 InterDigital (IDCC) | 0.01% | 0% | 0.31% | 12/12/2025 |
 Targa Resources (TRGP) | 0.01% | 0% | 0.39% | 1/7/2026 |
 Supermicro (SMCI) | 0.01% | 0% | 1.01% | 7/31/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.01% | 0% | 0.85% | 10/14/2024 |
 Marathon Petroleum (MPC) | 0.01% | 0% | 0.39% | 10/28/2025 |
 DocuSign (DOCU) | 0.01% | 0% | 0.31% | 10/10/2025 |
 Exelon (EXC) | 0.01% | 0% | 0.46% | 7/28/2025 |
 Arthur J. Gallagher (AJG) | 0.01% | 0% | 0.31% | 12/16/2025 |
 Boeing (BA) | 0.01% | 0% | 0.39% | 1/7/2026 |
 Rambus (RMBS) | 0.01% | 0% | 0.31% | 12/12/2025 |
 Qualcomm (QCOM) | 0.01% | 0% | 0.85% | 12/30/2025 |
 Snowflake (SNOW) | 0% | 1.19% | 0.39% | - |
 Affirm (AFRM) | 0% | 0% | 0.39% | 1/13/2026 |
 Range Resources (RRC) | 0% | 0% | 0.15% | 10/3/2025 |
 Cheniere (LNG) | 0% | 0% | 0.31% | 3/4/2025 |
 Marriott (MAR) | 0% | 0% | 0.31% | 12/23/2025 |
 dLocal (DLO) | 0% | 0% | 0.08% | 1/9/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 32.35% | 33.61% |
| Lockheed Martin (LMT) | 5.88% | 6.23% |
| Equinix (EQIX) | 5.88% | 5.44% |
| Shopify (SHOP) | 5.29% | 5.36% |
| Deutsche Telekom (DTE.DE) | 4.71% | 4.96% |
| Astera Labs Inc (ALAB) | 4.71% | 4.59% |
| Linde (LIN) | 3.53% | 3.8% |
| Palantir (PLTR) | 3.53% | 3.51% |
| Synopsys (SNPS) | 3.46% | 3.46% |
| ServiceNow (NOW) | 3.53% | 3.41% |
| Marvell (MRVL) | 2.94% | 2.82% |
| Nebius Group NV (NBIS) | 3.53% | 2.77% |
| Robinhood Markets Inc. (HOOD) | 2.94% | 2.54% |
| Nu (NU) | 2.35% | 2.42% |
| Allstate (ALL) | 1.76% | 1.83% |
| Palomar Holdings (PLMR) | 1.76% | 1.79% |
| Halliburton (HAL) | 1.18% | 1.22% |
| Bicycle (BCYC) | 1.75% | 0.85% |
| Monolithic Power (MPWR) | 0.59% | 0.58% |
Cash & Instruments Over Time
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