Portfolio Diversification
Range
Most Diversified
25 instruments
April 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
16.7 instruments
Most Consistent Holdings
Top 5
PYPL99.91%
GOOGL99.65%
META98.25%
KLAC94.14%
BKNG90.47%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 9.64% | 9.52% | 99.65% | - |
| Meta (META) | 6.23% | 5.62% | 98.25% | - |
| Booking (BKNG) | 4.94% | 7.77% | 90.47% | - |
| PayPal (PYPL) | 4.85% | 5.46% | 99.91% | - |
 Amazon (AMZN) | 4.78% | 8.41% | 66.52% | - |
| KLA (KLAC) | 4.47% | 2.74% | 94.14% | - |
 Autodesk (ADSK) | 3.09% | 4.82% | 87.94% | - |
 Evolution (EVO.ST) | 2.79% | 5.85% | 73.51% | - |
 Carrier (CARR) | 2.53% | 0% | 56.91% | 3/14/2025 |
 Airbnb (ABNB) | 2.52% | 0% | 80.24% | 1/22/2025 |
 Lululemon (LULU) | 2.36% | 3.36% | 70.37% | - |
 Greggs (GRG.L) | 2.32% | 5.5% | 80.51% | - |
 Pool Corp. (POOL) | 2.31% | 3.2% | 78.5% | - |
 Nasdaq (NDAQ) | 2.09% | 0% | 50.44% | 3/14/2025 |
 Skyline Champion (SKY) | 1.98% | 0% | 54.72% | 11/25/2024 |
 Novartis (NVS) | 1.98% | 0% | 66.78% | 12/23/2024 |
 Diageo (DGE.L) | 1.78% | 0% | 54.98% | 3/14/2025 |
 Allegion (ALLE) | 1.51% | 3.23% | 51.75% | - |
 Rentokil (RTO.L) | 1.5% | 6.13% | 35.84% | - |
 LVMH (MC.PA) | 1.32% | 2.71% | 43.53% | - |
 Adobe (ADBE) | 1.21% | 5.78% | 31.03% | - |
 Adyen (ADYEN.NV) | 0.97% | 5.54% | 23.78% | - |
 FactSet (FDS) | 0.94% | 0% | 34.09% | 8/5/2024 |
 Ashtead (AHT.L) | 0.81% | 5.67% | 37.06% | - |
 Zoom (ZM) | 0.73% | 0% | 69.41% | 12/17/2024 |
 Reckitt (RKT.L) | 0.52% | 0% | 19.58% | 5/15/2024 |
 Estee Lauder (EL) | 0.41% | 0% | 8.83% | 3/14/2025 |
 Leslie's (LESL) | 0.21% | 1.53% | 10.66% | - |
 AMD (AMD) | 0.16% | 4.65% | 3.15% | - |
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% |