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Portfolio Diversification
Range
Most Diversified
55 instruments
November 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
47.1 instruments
Most Consistent Holdings
Top 5
AAPL99.5%
ADBE99.5%
NVDA99.5%
GOOG99.31%
MSFT99.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 10.46% | 9.09% | 98.61% | - |
| Alphabet (GOOG) | 9.97% | 13.8% | 99.31% | - |
| Apple (AAPL) | 9.57% | 8.44% | 99.5% | - |
 Amazon (AMZN) | 9.22% | 8.63% | 99.31% | - |
| Microsoft (MSFT) | 9.13% | 5.73% | 99.31% | - |
| NVIDIA (NVDA) | 4.74% | 12.98% | 99.5% | - |
 TSMC (TSM) | 2.55% | 2.23% | 99.24% | - |
 Alibaba (BABA) | 1.53% | 0% | 34.57% | 7/28/2023 |
 Tencent (0700.HK) | 1.5% | 0% | 34.57% | 7/28/2023 |
 Moody's (MCO) | 1.28% | 0.65% | 95.52% | - |
 Broadcom (AVGO) | 1.27% | 2.06% | 87.82% | - |
 S&P Global (SPGI) | 1.23% | 0.53% | 95.58% | - |
| Adobe (ADBE) | 1.04% | 0.21% | 99.5% | - |
 KLA (KLAC) | 0.97% | 1.79% | 87.32% | - |
 Lam Research (LRCX) | 0.97% | 2.16% | 87.76% | - |
 Applied Materials (AMAT) | 0.92% | 1.56% | 87.63% | - |
 Aon (AON) | 0.86% | 0.52% | 91.29% | - |
 Marsh & McLennan (MRSH) | 0.86% | 0.43% | 91.86% | - |
 ASML (ASML) | 0.86% | 1.24% | 85.99% | - |
 Airbus (AIR.PA) | 0.83% | 0.7% | 87.26% | - |
 Nasdaq (NDAQ) | 0.82% | 0.82% | 87.95% | - |
 AMD (AMD) | 0.82% | 1.96% | 85.93% | - |
 BlackRock (BLK) | 0.81% | 0.71% | 88.08% | - |
 Berkshire Hathaway (BRK.B) | 0.8% | 0.7% | 85.99% | - |
 Mastercard (MA) | 0.78% | 0.62% | 85.3% | - |
 American Express (AXP) | 0.78% | 0.98% | 70.85% | - |
 Visa (V) | 0.78% | 0.66% | 86.06% | - |
 Fiserv (FISV) | 0.77% | 0% | 81.45% | 2/17/2026 |
 Samsung (SMSN.L) | 0.77% | 1.88% | 88.01% | - |
 Salesforce (CRM) | 0.77% | 0.43% | 85.93% | - |
 Arthur J. Gallagher (AJG) | 0.76% | 0% | 83.28% | 2/17/2026 |
 Qualcomm (QCOM) | 0.76% | 0.87% | 87.51% | - |
 Willis Towers Watson (WTW) | 0.75% | 0% | 81.26% | 2/17/2026 |
 Cadence (CDNS) | 0.75% | 0.72% | 86.06% | - |
 Arista (ANET) | 0.71% | 1.45% | 57.29% | - |
 CME Group (CME) | 0.7% | 0.62% | 85.62% | - |
 Crowdstrike (CRWD) | 0.7% | 1.64% | 57.29% | - |
 Booking (BKNG) | 0.68% | 0.69% | 71.04% | - |
 Synopsys (SNPS) | 0.67% | 0.44% | 85.87% | - |
 ICE (ICE) | 0.67% | 0.64% | 71.42% | - |
 FIS (FIS.US) | 0.65% | 0% | 79.05% | 2/17/2026 |
 Cboe (CBOE) | 0.61% | 0.81% | 71.61% | - |
 Digital Realty (DLR) | 0.61% | 0.71% | 71.99% | - |
 American Tower (AMT) | 0.6% | 0.5% | 86.18% | - |
 Fortinet (FTNT) | 0.6% | 1.4% | 57.29% | - |
 Global Payments (GPN) | 0.58% | 0% | 81.26% | 2/17/2026 |
 ASM (ASM.NV) | 0.56% | 0% | 65.3% | 2/17/2026 |
 Oracle (ORCL) | 0.56% | 0.96% | 57.35% | - |
 Airbnb (ABNB) | 0.55% | 0.54% | 71.61% | - |
 Crown Castle (CCI) | 0.54% | 0% | 79.56% | 2/17/2026 |
 Intel (INTC) | 0.52% | 0% | 81.32% | 2/17/2026 |
 Palo Alto Networks (PANW) | 0.51% | 1.05% | 57.03% | - |
 LVMH (MC.PA) | 0.47% | 0.35% | 71.42% | - |
 Hermes (RMS.PA) | 0.43% | 0.42% | 57.29% | - |
 Dior (CDI.PA) | 0.41% | 0% | 62.02% | 2/17/2026 |
 Boeing (BA) | 0.35% | 0.51% | 57.29% | - |
 Aramco (SAOC) | 0.32% | 0.42% | 56.72% | - |
 LSE (LSEG.L) | 0.27% | 0% | 28.71% | 11/27/2023 |
 SPDR Gold (GLD) | 0.25% | 3.62% | 5.8% | - |
 Xiaomi (1810.HK) | 0.2% | 0% | 22.97% | 7/28/2023 |
 Baidu (BIDU) | 0.2% | 0% | 23.15% | 7/28/2023 |
 Keysight Technologies (KEYS) | 0.17% | 0% | 15.9% | 4/3/2023 |
 Euronext (ENX.PA) | 0.15% | 0% | 16.4% | 4/11/2023 |
 NXP (NXPI) | 0.15% | 0% | 14.45% | 4/10/2023 |
 HKEX (00388.HK) | 0.14% | 0% | 14.51% | 4/11/2023 |
 ANSYS (ANSS) | 0.14% | 0% | 14.01% | 4/3/2023 |
 SBA (SBAC) | 0.13% | 0% | 14.45% | 4/10/2023 |
 Meituan (03690.HK) | 0% | 0% | 0.32% | 4/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.92% | 12.89% |
| NVIDIA (NVDA) | 11.17% | 12.82% |
| Meta (META) | 8.92% | 11.01% |
| Amazon (AMZN) | 8.92% | 8.8% |
| Apple (AAPL) | 8.92% | 8.12% |
| Microsoft (MSFT) | 8.92% | 7.24% |
| Broadcom (AVGO) | 0.89% | 2.01% |
| TSMC (TSM) | 0.89% | 1.77% |
| Arista (ANET) | 0.89% | 1.34% |
| Lam Research (LRCX) | 0.89% | 1.33% |
| American Express (AXP) | 0.89% | 1.27% |
| Crowdstrike (CRWD) | 0.89% | 1.24% |
| KLA (KLAC) | 0.89% | 1.23% |
| Nasdaq (NDAQ) | 0.89% | 0.99% |
| AMD (AMD) | 0.89% | 0.98% |
| Applied Materials (AMAT) | 0.89% | 0.96% |
| Booking (BKNG) | 0.89% | 0.96% |
| Oracle (ORCL) | 0.89% | 0.95% |
| ASML (ASML) | 0.89% | 0.88% |
| Airbus (AIR.PA) | 0.89% | 0.85% |
| Fortinet (FTNT) | 0.89% | 0.84% |
| Samsung (SMSN.L) | 0.89% | 0.83% |
| BlackRock (BLK) | 0.89% | 0.83% |
| Moody's (MCO) | 0.89% | 0.8% |
| ICE (ICE) | 0.89% | 0.8% |
| Cboe (CBOE) | 0.89% | 0.79% |
| Berkshire Hathaway (BRK.B) | 0.89% | 0.79% |
| Mastercard (MA) | 0.89% | 0.79% |
| Visa (V) | 0.89% | 0.78% |
| Palo Alto Networks (PANW) | 0.89% | 0.77% |
| Willis Towers Watson (WTW) | 0.89% | 0.76% |
| Qualcomm (QCOM) | 0.89% | 0.75% |
| CME Group (CME) | 0.89% | 0.71% |
| S&P Global (SPGI) | 0.89% | 0.71% |
| FIS (FIS.US) | 0.89% | 0.67% |
| Salesforce (CRM) | 0.89% | 0.66% |
| Cadence (CDNS) | 0.89% | 0.65% |
| Digital Realty (DLR) | 0.89% | 0.64% |
| ASM (ASM.NV) | 0.89% | 0.63% |
| Aon (AON) | 0.89% | 0.61% |
| Hermes (RMS.PA) | 0.89% | 0.61% |
| Airbnb (ABNB) | 0.89% | 0.6% |
| Arthur J. Gallagher (AJG) | 0.89% | 0.58% |
| Boeing (BA) | 0.89% | 0.56% |
| Marsh & McLennan (MRSH) | 0.89% | 0.52% |
| LVMH (MC.PA) | 0.89% | 0.51% |
| Dior (CDI.PA) | 0.89% | 0.49% |
| Synopsys (SNPS) | 0.89% | 0.49% |
| American Tower (AMT) | 0.89% | 0.49% |
| Crown Castle (CCI) | 0.89% | 0.47% |
| Intel (INTC) | 0.89% | 0.47% |
| Aramco (SAOC) | 0.89% | 0.4% |
| Global Payments (GPN) | 0.89% | 0.39% |
| Adobe (ADBE) | 0.89% | 0.32% |
| Fiserv (FISV) | 0.89% | 0.3% |
Cash & Instruments Over Time
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