Portfolio Diversification
Range
Most Diversified
25 instruments
April 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
16.5 instruments
Most Consistent Holdings
Top 5
PYPL99.91%
GOOGL99.63%
META98.13%
KLAC93.73%
BKNG89.79%
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% | 0% | 99.63% | 2/1/2025 |
| Meta (META) | 6.26% | 0% | 98.13% | 2/1/2025 |
| PayPal (PYPL) | 4.81% | 0% | 99.91% | 2/1/2025 |
| Booking (BKNG) | 4.8% | 0% | 89.79% | 2/1/2025 |
| KLA (KLAC) | 4.59% | 0% | 93.73% | 2/1/2025 |
 Amazon (AMZN) | 4.5% | 0% | 64.14% | 2/1/2025 |
 Autodesk (ADSK) | 2.98% | 0% | 87.08% | 2/1/2025 |
 Airbnb (ABNB) | 2.7% | 0% | 85.96% | 1/22/2025 |
 Evolution (EVO.ST) | 2.62% | 0% | 71.63% | 2/1/2025 |
 Carrier (CARR) | 2.56% | 0% | 57.21% | 2/1/2025 |
 Pool Corp. (POOL) | 2.25% | 0% | 76.97% | 2/1/2025 |
 Lululemon (LULU) | 2.22% | 0% | 68.26% | 2/1/2025 |
 Greggs (GRG.L) | 2.14% | 0% | 79.12% | 2/1/2025 |
 Skyline Champion (SKY) | 2.13% | 0% | 58.61% | 11/25/2024 |
 Novartis (NVS) | 2.12% | 0% | 71.54% | 12/23/2024 |
 Nasdaq (NDAQ) | 2.07% | 0% | 50.28% | 2/1/2025 |
 Diageo (DGE.L) | 1.81% | 0% | 55.15% | 2/1/2025 |
 Allegion (ALLE) | 1.4% | 0% | 48.31% | 2/1/2025 |
 Rentokil (RTO.L) | 1.22% | 0% | 31.27% | 2/1/2025 |
 LVMH (MC.PA) | 1.18% | 0% | 39.51% | 2/1/2025 |
 FactSet (FDS) | 1.01% | 0% | 36.52% | 8/5/2024 |
 Adobe (ADBE) | 0.94% | 0% | 26.12% | 2/1/2025 |
 Zoom (ZM) | 0.79% | 0% | 74.34% | 12/17/2024 |
 Adyen (ADYEN.NV) | 0.67% | 0% | 18.35% | 2/1/2025 |
 Ashtead (AHT.L) | 0.59% | 0% | 32.58% | 2/1/2025 |
 Reckitt (RKT.L) | 0.56% | 0% | 20.97% | 5/15/2024 |
 Estee Lauder (EL) | 0.27% | 0% | 5.71% | 2/1/2025 |
 Leslie's (LESL) | 0.1% | 0% | 4.31% | 2/1/2025 |
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% |