Portfolio Diversification
Range
Most Diversified
25 instruments
April 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
PYPL99.57%
GOOGL99.35%
META98.19%
BKNG91.75%
ADSK89.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 9.73% | 13.34% | 99.35% | - |
| Meta (META) | 6.19% | 5.37% | 98.19% | - |
 Amazon (AMZN) | 5.45% | 8.82% | 71.92% | - |
| Booking (BKNG) | 5.33% | 6.79% | 91.75% | - |
| PayPal (PYPL) | 4.84% | 4.03% | 99.57% | - |
 KLA (KLAC) | 3.84% | 0% | 82.71% | 6/24/2025 |
| Autodesk (ADSK) | 3.33% | 4.43% | 89.65% | - |
 Evolution (EVO.ST) | 3.1% | 5.18% | 77.71% | - |
 Greggs (GRG.L) | 2.83% | 6.59% | 83.5% | - |
 Pool Corp. (POOL) | 2.36% | 3.01% | 81.84% | - |
 Lululemon (LULU) | 2.27% | 0% | 69.75% | 9/25/2025 |
 Carrier (CARR) | 2.09% | 0% | 47.11% | 3/14/2025 |
 Airbnb (ABNB) | 2.09% | 0% | 66.43% | 1/22/2025 |
 Adobe (ADBE) | 1.85% | 4.73% | 42.55% | - |
 Allegion (ALLE) | 1.81% | 3.29% | 59.7% | - |
 Nasdaq (NDAQ) | 1.73% | 0% | 41.75% | 3/14/2025 |
 Rentokil (RTO.L) | 1.69% | 0% | 39.44% | 9/2/2025 |
 Ashtead (AHT.L) | 1.66% | 5.98% | 47.54% | - |
 Skyline Champion (SKY.US) | 1.64% | 0% | 45.3% | 11/25/2024 |
 Adyen (ADYEN.NV) | 1.64% | 4.23% | 36.54% | - |
 Novartis (NVS) | 1.64% | 0% | 55.28% | 12/23/2024 |
 LVMH (MC.PA) | 1.49% | 2.84% | 52.89% | - |
 Diageo (DGE.L) | 1.47% | 0% | 45.51% | 3/14/2025 |
 AMD (AMD) | 1.14% | 0% | 19.18% | 12/9/2025 |
 FactSet (FDS) | 0.78% | 0% | 28.22% | 8/5/2024 |
 Zoom (ZM) | 0.61% | 0% | 57.45% | 12/17/2024 |
 Reckitt (RKT.L) | 0.43% | 0% | 16.21% | 5/15/2024 |
 Estee Lauder (EL) | 0.34% | 0% | 7.31% | 3/14/2025 |
 Leslie's (LESL) | 0.33% | 0% | 25.4% | 12/9/2025 |
 ASML (ASML.NV) | 0.32% | 4.99% | 6.87% | - |
 Straumann (STMN.ZU) | 0.31% | 2.6% | 11.58% | - |
 Fortinet (FTNT) | 0.28% | 3.26% | 8.61% | - |
 Crocs (CROX) | 0.25% | 2.09% | 11.94% | - |
 AMD (AMD.RTH) | 0.01% | 3.81% | 0.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 8.68% | 10% |
| Amazon (AMZN) | 7.23% | 8.64% |
| Booking (BKNG) | 4.67% | 6.4% |
| PayPal (PYPL) | 5.59% | 5.91% |
| Lululemon (LULU) | 5.11% | 5.32% |
| Rentokil (RTO.L) | 6.04% | 5.17% |
| Evolution (EVO.ST) | 7.12% | 4.99% |
| Estee Lauder (EL) | 5.12% | 4.66% |
| Meta (META) | 3.08% | 4.63% |
| Nasdaq (NDAQ) | 3.91% | 4.62% |
| Autodesk (ADSK) | 3.95% | 4.61% |
| Adyen (ADYEN.NV) | 3.62% | 4.08% |
| Adobe (ADBE) | 4.83% | 4.01% |
| Carrier (CARR) | 3.37% | 3.93% |
| Greggs (GRG.L) | 3.46% | 3.15% |
| LVMH (MC.PA) | 4.05% | 3.1% |
| Pool Corp. (POOL) | 3.51% | 2.99% |
| Diageo (DGE.L) | 3.76% | 2.88% |
| Allegion (ALLE) | 3% | 2.8% |
| Leslie's (LESL) | 2.95% | 2.5% |
| KLA (KLAC) | 2.07% | 2.29% |
| Airbnb (ABNB) | 2.82% | 2.25% |
| Ashtead (AHT.L) | 2.02% | 1.55% |