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Portfolio Diversification
Range
Most Diversified
15 instruments
June 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
8.7 instruments
Most Consistent Holdings
Top 5
AMZN99.76%
TSM67.34%
META61.46%
9988.HK45.29%
NMIH44.01%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 29.93% | 27.99% | 99.76% | - |
| TSMC (TSM) | 12.02% | 0% | 67.34% | 2/25/2026 |
| Meta (META) | 12.02% | 20.21% | 61.46% | - |
| Alibaba (9988.HK) | 5.7% | 0% | 45.29% | 7/26/2024 |
| NMI Holdings (NMIH) | 3.55% | 0% | 44.01% | 1/15/2026 |
 Sterling (STRL.US) | 2.88% | 0% | 36.12% | 5/6/2025 |
 Uber (UBER) | 2.67% | 0% | 24.46% | 11/8/2023 |
 NVIDIA (NVDA) | 2.6% | 10.01% | 34.59% | - |
 Alphabet (GOOG) | 2.21% | 0% | 42.08% | 2/3/2026 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.87% | 0% | 18.18% | 1/5/2024 |
 Tyson Foods (TSN) | 1.71% | 0% | 25.91% | 2/5/2024 |
 Murphy USA (MUSA) | 1.62% | 0% | 13.35% | 11/8/2023 |
 Dave (DAVE) | 1.25% | 5.86% | 28.24% | - |
 Microsoft (MSFT) | 1.19% | 14.21% | 10.14% | - |
 Builders FirstSource (BLDR) | 1.07% | 0% | 4.02% | 2/21/2023 |
 UnitedHealth (UNH) | 1.07% | 0% | 25.91% | 3/24/2026 |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.06% | 0% | 15.85% | 7/19/2024 |
 KKR (KKR) | 1.01% | 0% | 13.44% | 6/20/2023 |
 Disney (DIS) | 0.93% | 0% | 22.53% | 7/3/2024 |
 Mr Cooper (COOP) | 0.88% | 0% | 21.24% | 5/16/2025 |
 American Coastal Insurance (ACIC) | 0.81% | 0% | 16.33% | 8/28/2024 |
 Paylocity (PCTY) | 0.74% | 0% | 15.93% | 2/12/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.69% | 0% | 12.23% | 6/4/2024 |
 Alexandria (ARE) | 0.67% | 0% | 13.92% | 7/25/2024 |
 Palantir (PLTR) | 0.63% | 0% | 13.44% | 6/20/2023 |
 Tesla (TSLA) | 0.63% | 0% | 13.44% | 6/20/2023 |
 Zebra (ZBRA) | 0.55% | 0% | 10.46% | 12/15/2023 |
 Arista (ANET) | 0.54% | 0% | 9.41% | 6/4/2024 |
 Progressive (PGR) | 0.47% | 0% | 23.09% | 7/15/2025 |
 IWG (IWG.L) | 0.42% | 0% | 15.77% | 7/3/2024 |
 Dollar General (DG.US) | 0.33% | 0% | 5.23% | 9/25/2023 |
 Ares (ARES) | 0.29% | 0% | 20.19% | 4/4/2025 |
 Crowdstrike (CRWD) | 0.26% | 0% | 15.69% | 1/31/2025 |
 Zillow (Z) | 0.13% | 0% | 1.77% | 1/23/2023 |
 LVMH (MC.PA) | 0.13% | 0% | 4.1% | 7/25/2024 |
 Intel (INTC) | 0.09% | 0% | 5.07% | 2/5/2024 |
 Shockwave Medical Inc (SWAV) | 0.08% | 0% | 3.54% | 12/28/2023 |
 Vertiv (VRT) | 0.07% | 0% | 3.94% | 7/19/2024 |
 Sun Communities (SUI.US) | 0.06% | 0% | 2.33% | 12/28/2023 |
 Humana (HUM) | 0.03% | 0% | 1.13% | 1/30/2024 |
 Orion (OEC) | 0.03% | 0% | 1.53% | 1/16/2024 |
 Grab (GRAB) | 0.02% | 0% | 3.22% | 7/3/2024 |
 STMicroelectronics (STM.US) | 0.02% | 2.86% | 0.64% | - |
 British American Tobacco (BTI) | 0.01% | 0% | 5.07% | 7/3/2024 |
 Coastal Financial (CCB) | 0.01% | 0% | 1.21% | 7/15/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 31.99% | 29.55% |
| TSMC (TSM) | 18.86% | 27.2% |
| Meta (META) | 26.18% | 21.96% |
| Alphabet (GOOG) | 6.19% | 7.24% |
| NVIDIA (NVDA) | 6.3% | 7.16% |
| UnitedHealth (UNH) | 6.59% | 4.23% |
| Dave (DAVE) | 3.67% | 2.52% |
| NMI Holdings (NMIH) | 0.15% | 0.1% |
Cash & Instruments Over Time
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