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Portfolio Diversification
Range
Most Diversified
55 instruments
November 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
47.2 instruments
Most Consistent Holdings
Top 5
AAPL99.73%
ADBE99.73%
NVDA99.73%
GOOG99.53%
MSFT99.53%
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) | 10.53% | 11.25% | 99% | - |
| Alphabet (GOOG) | 9.79% | 12.8% | 99.53% | - |
| Apple (AAPL) | 9.69% | 8.04% | 99.73% | - |
| Microsoft (MSFT) | 9.33% | 6.4% | 99.53% | - |
 Amazon (AMZN) | 9.26% | 8.5% | 99.53% | - |
| NVIDIA (NVDA) | 4.27% | 12.78% | 99.73% | - |
 TSMC (TSM) | 2.58% | 2.07% | 99.53% | - |
 Alibaba (BABA) | 1.62% | 0% | 36.66% | 7/28/2023 |
 Tencent (0700.HK) | 1.59% | 0% | 36.66% | 7/28/2023 |
 Moody's (MCO) | 1.32% | 0.77% | 95.52% | - |
 S&P Global (SPGI) | 1.27% | 0.65% | 95.59% | - |
 Broadcom (AVGO) | 1.23% | 2% | 87.42% | - |
| Adobe (ADBE) | 1.09% | 0.27% | 99.73% | - |
 KLA (KLAC) | 0.93% | 1.42% | 87.02% | - |
 Lam Research (LRCX) | 0.91% | 1.62% | 87.36% | - |
 Applied Materials (AMAT) | 0.9% | 1.27% | 87.29% | - |
 Marsh & McLennan (MRSH) | 0.88% | 0.54% | 91.64% | - |
 Aon (AON) | 0.88% | 0.61% | 91.24% | - |
 ASML (ASML) | 0.84% | 1.11% | 85.42% | - |
 Airbus (AIR.PA) | 0.84% | 0.78% | 86.96% | - |
 Nasdaq (NDAQ) | 0.82% | 0.95% | 87.49% | - |
 Fiserv (FISV) | 0.82% | 0% | 86.35% | 2/17/2026 |
 BlackRock (BLK) | 0.82% | 0.77% | 87.63% | - |
 Arthur J. Gallagher (AJG) | 0.81% | 0% | 88.29% | 2/17/2026 |
 Berkshire Hathaway (BRK.B) | 0.81% | 0.82% | 85.42% | - |
 AMD (AMD) | 0.79% | 0.92% | 85.42% | - |
 Willis Towers Watson (WTW) | 0.79% | 0% | 86.15% | 2/17/2026 |
 Mastercard (MA) | 0.79% | 0.75% | 84.88% | - |
 Salesforce (CRM) | 0.79% | 0.53% | 85.42% | - |
 Visa (V) | 0.78% | 0.74% | 85.48% | - |
 Qualcomm (QCOM) | 0.77% | 0.62% | 87.16% | - |
 American Express (AXP) | 0.77% | 1.08% | 69.57% | - |
 Cadence (CDNS) | 0.75% | 0.64% | 85.48% | - |
 Samsung (SMSN.L) | 0.73% | 1.28% | 87.56% | - |
 CME Group (CME) | 0.7% | 0.87% | 85.15% | - |
 Synopsys (SNPS) | 0.69% | 0.47% | 85.35% | - |
 FIS (FIS) | 0.69% | 0% | 83.81% | 2/17/2026 |
 Booking (BKNG) | 0.68% | 0.86% | 69.57% | - |
 Arista (ANET) | 0.67% | 1.42% | 54.98% | - |
 Crowdstrike (CRWD) | 0.67% | 1.19% | 54.98% | - |
 ICE (ICE) | 0.67% | 0.86% | 70.17% | - |
 Global Payments (GPN) | 0.62% | 0% | 86.15% | 2/17/2026 |
 American Tower (AMT) | 0.61% | 0.55% | 85.62% | - |
 Digital Realty (DLR) | 0.6% | 0.76% | 70.57% | - |
 ASM (ASM.NV) | 0.6% | 0% | 69.23% | 2/17/2026 |
 Cboe (CBOE) | 0.6% | 0.98% | 70.17% | - |
 Fortinet (FTNT) | 0.58% | 0.92% | 54.98% | - |
 Crown Castle (CCI) | 0.57% | 0% | 84.35% | 2/17/2026 |
 Airbnb (ABNB) | 0.55% | 0.61% | 70.17% | - |
 Intel (INTC) | 0.55% | 0% | 86.22% | 2/17/2026 |
 Oracle (ORCL) | 0.54% | 0.78% | 55.05% | - |
 Palo Alto Networks (PANW) | 0.5% | 0.72% | 54.85% | - |
 LVMH (MC.PA) | 0.48% | 0.41% | 69.97% | - |
 Dior (CDI.PA) | 0.43% | 0% | 65.75% | 2/17/2026 |
 Hermes (RMS.PA) | 0.43% | 0.57% | 54.98% | - |
 Boeing (BA) | 0.34% | 0.63% | 54.98% | - |
 Aramco (SAOC) | 0.32% | 0.46% | 54.58% | - |
 LSE (LSEG.L) | 0.29% | 0% | 30.43% | 11/27/2023 |
 Xiaomi (1810.HK) | 0.22% | 0% | 24.35% | 7/28/2023 |
 Baidu (BIDU) | 0.21% | 0% | 24.55% | 7/28/2023 |
 Keysight Technologies (KEYS) | 0.18% | 0% | 16.86% | 4/3/2023 |
 Euronext (ENX.PA) | 0.16% | 0% | 17.39% | 4/11/2023 |
 NXP (NXPI) | 0.15% | 0% | 15.32% | 4/10/2023 |
 HKEX (00388.HK) | 0.15% | 0% | 15.38% | 4/11/2023 |
 ANSYS (ANSS) | 0.15% | 0% | 14.85% | 4/3/2023 |
 SBA (SBAC) | 0.13% | 0% | 15.32% | 4/10/2023 |
 SPDR Gold (GLD) | 0.02% | 4.92% | 0.4% | - |
 Meituan (03690.HK) | 0% | 0% | 0.33% | 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) | 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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