Portfolio Diversification
Range
Most Diversified
55 instruments
November 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
45.6 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 10.26% | 8.27% | 99.91% | - |
| Meta (META) | 10.2% | 11.76% | 99.91% | - |
| Microsoft (MSFT) | 9.83% | 7.74% | 99.91% | - |
| Alphabet (GOOG) | 9.61% | 8.85% | 99.91% | - |
| Amazon (AMZN) | 9.36% | 9.26% | 99.91% | - |
 TSMC (TSM) | 2.84% | 1.24% | 99.91% | - |
 NVIDIA (NVDA) | 2.14% | 1.68% | 99.91% | - |
 Alibaba (BABA) | 2.07% | 0% | 46.76% | 7/28/2023 |
 Tencent (0700.HK) | 2.03% | 0% | 46.76% | 7/28/2023 |
 Moody's (MCO) | 1.46% | 0.93% | 94.8% | - |
 S&P Global (SPGI) | 1.42% | 0.89% | 94.8% | - |
 Adobe (ADBE) | 1.3% | 0.45% | 99.91% | - |
 Broadcom (AVGO) | 1.05% | 1.39% | 84.47% | - |
 Marsh & McLennan (MMC) | 0.96% | 0.87% | 89.85% | - |
 Aon (AON) | 0.95% | 0.89% | 89.85% | - |
 Applied Materials (AMAT) | 0.9% | 0.72% | 84.47% | - |
 Fiserv (FI) | 0.89% | 1.31% | 84.47% | - |
 KLA (KLAC) | 0.88% | 0.9% | 84.47% | - |
 Lam Research (LRCX) | 0.86% | 0.7% | 84.47% | - |
 Arthur J. Gallagher (AJG) | 0.85% | 1.03% | 87.12% | - |
 ASML (ASML) | 0.84% | 0.74% | 81.91% | - |
 Airbus (AIR.PA) | 0.84% | 0.81% | 84.39% | - |
 Salesforce (CRM) | 0.82% | 0.87% | 81.91% | - |
 Willis Towers Watson (WTW) | 0.81% | 1.04% | 84.47% | - |
 Berkshire Hathaway (BRK.B) | 0.8% | 1.14% | 81.91% | - |
 BlackRock (BLK) | 0.8% | 0.95% | 84.47% | - |
 Mastercard (MA) | 0.79% | 1% | 81.91% | - |
 Nasdaq (NDAQ) | 0.78% | 1.04% | 84.47% | - |
 Qualcomm (QCOM) | 0.78% | 0.84% | 84.47% | - |
 AMD (AMD) | 0.78% | 0.56% | 81.91% | - |
 Visa (V) | 0.78% | 1.03% | 81.91% | - |
 Cadence (CDNS) | 0.77% | 0.76% | 81.91% | - |
 Samsung (SMSN.L) | 0.73% | 0.55% | 84.39% | - |
 Synopsys (SNPS) | 0.73% | 0.6% | 81.91% | - |
 CME Group (CME) | 0.69% | 0.96% | 81.91% | - |
 FIS (FIS) | 0.68% | 1.06% | 81.91% | - |
 Global Payments (GPN) | 0.68% | 0.49% | 84.47% | - |
 American Express (AXP) | 0.66% | 1.22% | 62.2% | - |
 American Tower (AMT) | 0.62% | 0.88% | 81.91% | - |
 ICE (ICE) | 0.61% | 1.11% | 62.97% | - |
 Booking (BKNG) | 0.6% | 1.16% | 62.37% | - |
 ASM (ASM.NV) | 0.59% | 0.67% | 62.63% | - |
 Intel (INTC) | 0.59% | 0.34% | 84.47% | - |
 Crown Castle (CCI) | 0.59% | 0.77% | 81.91% | - |
 Digital Realty (DLR) | 0.57% | 0.87% | 62.97% | - |
 Cboe (CBOE) | 0.54% | 0.96% | 62.2% | - |
 Airbnb (ABNB) | 0.53% | 0.7% | 62.37% | - |
 Crowdstrike (CRWD) | 0.49% | 1.4% | 43.09% | - |
 Arista (ANET) | 0.49% | 1.02% | 43.09% | - |
 LVMH (MC.PA) | 0.49% | 0.54% | 62.2% | - |
 Fortinet (FTNT) | 0.46% | 1.43% | 43.09% | - |
 Dior (CDI.PA) | 0.44% | 0.51% | 58.7% | - |
 Palo Alto Networks (PANW) | 0.41% | 0.99% | 43.09% | - |
 Oracle (ORCL) | 0.4% | 0.88% | 43.09% | - |
 LSE (LSEG.L) | 0.37% | 0% | 38.82% | 11/27/2023 |
 Hermes (RMS.PA) | 0.37% | 0.93% | 43% | - |
 Aramco (SAOC) | 0.29% | 0.61% | 43% | - |
 Xiaomi (1810.HK) | 0.28% | 0% | 31.06% | 7/28/2023 |
 Boeing (BA) | 0.27% | 0.59% | 43.09% | - |
 Baidu (BIDU) | 0.27% | 0% | 31.31% | 7/28/2023 |
 Keysight Technologies (KEYS) | 0.23% | 0% | 21.5% | 4/3/2023 |
 Euronext (ENX.PA) | 0.21% | 0% | 22.18% | 4/11/2023 |
 NXP (NXPI) | 0.2% | 0% | 19.54% | 4/10/2023 |
 HKEX (00388.HK) | 0.19% | 0% | 19.62% | 4/11/2023 |
 ANSYS (ANSS) | 0.19% | 0% | 18.94% | 4/3/2023 |
 SBA (SBAC) | 0.17% | 0% | 19.54% | 4/10/2023 |
 Meituan (03690.HK) | 0% | 0% | 0.43% | 4/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 8.99% | 11.99% |
| Amazon (AMZN) | 8.99% | 10.26% |
| Alphabet (GOOG) | 8.99% | 9.59% |
| Apple (AAPL) | 8.99% | 9.17% |
| Microsoft (MSFT) | 8.99% | 7.75% |
| NVIDIA (NVDA) | 0.9% | 1.94% |
| Broadcom (AVGO) | 0.9% | 1.65% |
| TSMC (TSM) | 0.9% | 1.41% |
| Arista (ANET) | 0.9% | 1.39% |
| American Express (AXP) | 0.9% | 1.25% |
| Fortinet (FTNT) | 0.9% | 1.22% |
| Fiserv (FI) | 0.9% | 1.13% |
| Crowdstrike (CRWD) | 0.9% | 1.12% |
| Booking (BKNG) | 0.9% | 1.1% |
| Salesforce (CRM) | 0.9% | 1.03% |
| FIS (FIS) | 0.9% | 1% |
| Oracle (ORCL) | 0.9% | 1% |
| Nasdaq (NDAQ) | 0.9% | 0.97% |
| BlackRock (BLK) | 0.9% | 0.97% |
| Palo Alto Networks (PANW) | 0.9% | 0.94% |
| Moody's (MCO) | 0.9% | 0.91% |
| ICE (ICE) | 0.9% | 0.91% |
| Digital Realty (DLR) | 0.9% | 0.9% |
| Willis Towers Watson (WTW) | 0.9% | 0.89% |
| Mastercard (MA) | 0.9% | 0.89% |
| Berkshire Hathaway (BRK.B) | 0.9% | 0.87% |
| Visa (V) | 0.9% | 0.86% |
| S&P Global (SPGI) | 0.9% | 0.84% |
| ASM (ASM.NV) | 0.9% | 0.83% |
| Qualcomm (QCOM) | 0.9% | 0.83% |
| Hermes (RMS.PA) | 0.9% | 0.81% |
| Airbus (AIR.PA) | 0.9% | 0.79% |
| KLA (KLAC) | 0.9% | 0.78% |
| Arthur J. Gallagher (AJG) | 0.9% | 0.78% |
| Cadence (CDNS) | 0.9% | 0.76% |
| Aon (AON) | 0.9% | 0.76% |
| Cboe (CBOE) | 0.9% | 0.75% |
| Applied Materials (AMAT) | 0.9% | 0.75% |
| CME Group (CME) | 0.9% | 0.74% |
| Marsh & McLennan (MMC) | 0.9% | 0.73% |
| Airbnb (ABNB) | 0.9% | 0.71% |
| ASML (ASML) | 0.9% | 0.7% |
| Lam Research (LRCX) | 0.9% | 0.69% |
| Global Payments (GPN) | 0.9% | 0.68% |
| AMD (AMD) | 0.9% | 0.68% |
| American Tower (AMT) | 0.9% | 0.63% |
| LVMH (MC.PA) | 0.9% | 0.63% |
| Dior (CDI.PA) | 0.9% | 0.62% |
| Synopsys (SNPS) | 0.9% | 0.62% |
| Crown Castle (CCI) | 0.9% | 0.59% |
| Aramco (SAOC) | 0.9% | 0.58% |
| Boeing (BA) | 0.9% | 0.56% |
| Adobe (ADBE) | 0.9% | 0.5% |
| Samsung (SMSN.L) | 0.9% | 0.45% |
| Intel (INTC) | 0.9% | 0.32% |