Portfolio Diversification
Range
Most Diversified
132 instruments
June 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
70 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
AMZN99.87%
TSLA99.87%
ABBV99.87%
MELI99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AbbVie (ABBV) | 10.91% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 7.72% | 0% | 75.7% | 2/1/2025 |
| Tesla (TSLA) | 6.19% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 6.01% | 0% | 98.54% | 2/1/2025 |
 Bitcoin (BTC) | 3.17% | 0% | 56.31% | 3/8/2024 |
| Amazon (AMZN) | 2.72% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 2.65% | 0% | 97.21% | 2/1/2025 |
| MercadoLibre (MELI) | 2.53% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOG) | 2.51% | 0% | 98.54% | 2/1/2025 |
| Microsoft (MSFT) | 2.3% | 0% | 99.87% | 2/1/2025 |
 Meta (META) | 1.84% | 0% | 99.73% | 2/1/2025 |
 AstraZeneca (AZN) | 1.61% | 0% | 41.57% | 4/4/2024 |
 Build and Build (BNB) | 1.5% | 0% | 60.69% | 4/10/2024 |
 PepsiCo (PEP) | 1.4% | 0% | 41.04% | 4/3/2024 |
 Apple (AAPL) | 1.36% | 0% | 79.81% | 2/1/2025 |
 Netflix (NFLX) | 1.2% | 0% | 47.28% | 5/20/2024 |
 McDonald's (MCD) | 1.01% | 0% | 79.81% | 2/1/2025 |
 Ferrari (RACE) | 0.91% | 0% | 68.53% | 2/1/2025 |
 Vistra (VST) | 0.91% | 0% | 47.14% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.8% | 0% | 58.57% | 3/25/2024 |
 Broadcom (AVGO) | 0.66% | 0% | 58.43% | 2/1/2025 |
 Caterpillar (CAT) | 0.64% | 0% | 58.43% | 2/1/2025 |
 Axon (AXON) | 0.54% | 0% | 56.97% | 2/1/2025 |
 Walmart (WMT) | 0.54% | 0% | 58.17% | 2/1/2025 |
 Mastercard (MA) | 0.53% | 0% | 57.64% | 1/27/2025 |
 Oracle (ORCL) | 0.52% | 0% | 58.43% | 2/1/2025 |
 Casey's (CASY) | 0.52% | 0% | 39.18% | 2/1/2025 |
 TSMC (TSM) | 0.52% | 0% | 48.07% | 2/1/2025 |
 Home Depot (HD) | 0.5% | 0% | 58.43% | 2/1/2025 |
 Interactive Brokers (IBKR) | 0.5% | 0% | 43.82% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 0.5% | 0% | 54.85% | 1/27/2025 |
 UnitedHealth (UNH) | 0.49% | 0% | 58.43% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.49% | 0% | 58.3% | 2/1/2025 |
 Visa (V) | 0.48% | 0% | 57.37% | 2/1/2025 |
 Trane (TT) | 0.48% | 0% | 57.77% | 2/1/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.47% | 0% | 58.17% | 2/1/2025 |
 Copart (CPRT) | 0.47% | 0% | 56.71% | 2/1/2025 |
 Adobe (ADBE) | 0.47% | 0% | 58.3% | 2/1/2025 |
 Motorola (MSI) | 0.46% | 0% | 47.41% | 2/1/2025 |
 KLA (KLAC) | 0.46% | 0% | 56.71% | 2/1/2025 |
 Vertex (VRTX) | 0.46% | 0% | 55.91% | 2/1/2025 |
 Booking (BKNG) | 0.45% | 0% | 56.71% | 2/1/2025 |
 American Express (AXP) | 0.45% | 0% | 47.41% | 2/1/2025 |
 Hermes (RMS.PA) | 0.44% | 0% | 56.57% | 1/17/2025 |
 ASML (ASML) | 0.44% | 0% | 56.97% | 2/1/2025 |
 Lululemon (LULU) | 0.43% | 0% | 57.77% | 2/1/2025 |
 JPMorgan (JPM) | 0.42% | 0% | 47.54% | 2/1/2025 |
 Amgen (AMGN) | 0.42% | 0% | 52.72% | 2/1/2025 |
 Synopsys (SNPS) | 0.4% | 0% | 56.71% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.39% | 0% | 54.71% | 2/1/2025 |
 Vertiv (VRT) | 0.38% | 0% | 41.7% | 10/9/2024 |
 Cadence (CDNS) | 0.38% | 0% | 48.87% | 12/4/2024 |
 Alpha Metallurgical (AMR) | 0.37% | 0% | 57.77% | 2/1/2025 |
 Emcor (EME) | 0.35% | 0% | 45.29% | 11/21/2024 |
 e.l.f. (ELF) | 0.35% | 0% | 52.99% | 2/1/2025 |
 Republic Services (RSG) | 0.34% | 0% | 48.07% | 2/1/2025 |
 Lam Research (LRCX) | 0.34% | 0% | 50.33% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 0.34% | 0% | 47.41% | 2/1/2025 |
 Intuit (INTU) | 0.33% | 0% | 48.07% | 2/1/2025 |
 Lowe's (LOW) | 0.33% | 0% | 48.07% | 2/1/2025 |
 Northrop Grumman (NOC) | 0.33% | 0% | 48.07% | 2/1/2025 |
 Eli Lilly (LLY) | 0.33% | 0% | 47.41% | 2/1/2025 |
 NXP (NXPI) | 0.33% | 0% | 48.07% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.32% | 0% | 16.07% | 3/18/2024 |
 Supermicro (SMCI) | 0.32% | 0% | 52.99% | 2/1/2025 |
 McKesson (MCK) | 0.32% | 0% | 47.41% | 2/1/2025 |
 Marriott (MAR) | 0.32% | 0% | 46.48% | 2/1/2025 |
 Micron (MU) | 0.32% | 0% | 46.48% | 2/1/2025 |
 LVMH (MC.PA) | 0.32% | 0% | 50.73% | 2/1/2025 |
 Volvo (VOLV-A.ST) | 0.31% | 0% | 46.35% | 2/1/2025 |
 CyberArk (CYBR) | 0.31% | 0% | 46.48% | 2/1/2025 |
 ServiceNow (NOW) | 0.31% | 0% | 46.48% | 1/27/2025 |
 Union Pacific (UNP) | 0.31% | 0% | 46.75% | 1/27/2025 |
 Merck (MRK) | 0.31% | 0% | 47.41% | 2/1/2025 |
 Saab (SAABB.ST) | 0.31% | 0% | 39.04% | 2/1/2025 |
 Applied Materials (AMAT) | 0.31% | 0% | 46.22% | 2/1/2025 |
 KKR (KKR) | 0.3% | 0% | 42.76% | 2/1/2025 |
 T-Mobile (TMUS) | 0.3% | 0% | 43.69% | 2/1/2025 |
 Check Point (CHKP) | 0.3% | 0% | 43.69% | 2/1/2025 |
 Mondelez (MDLZ) | 0.3% | 0% | 46.75% | 2/1/2025 |
 Arista (ANET) | 0.3% | 0% | 40.9% | 1/24/2025 |
 Cigna (CI) | 0.3% | 0% | 43.96% | 2/1/2025 |
 CNRL (CNQ) | 0.29% | 0% | 43.56% | 2/1/2025 |
 Monolithic Power (MPWR) | 0.29% | 0% | 47.14% | 2/1/2025 |
 Apollo (APO) | 0.29% | 0% | 34.53% | 2/1/2025 |
 Waste Management (WM) | 0.29% | 0% | 36.65% | 11/7/2024 |
 Airbus (AIR.PA) | 0.29% | 0% | 43.69% | 2/1/2025 |
 Dior (CDI.PA) | 0.28% | 0% | 48.07% | 2/1/2025 |
 Elevance Health (ELV) | 0.28% | 0% | 43.82% | 2/1/2025 |
 Deckers (DECK) | 0.28% | 0% | 38.11% | 2/1/2025 |
 CNR (CNI) | 0.28% | 0% | 44.49% | 2/1/2025 |
 Booz Allen (BAH) | 0.28% | 0% | 42.23% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.28% | 0% | 42.9% | 2/1/2025 |
 Centene (CNC) | 0.28% | 0% | 45.29% | 2/1/2025 |
 Southern Copper (SCCO) | 0.27% | 0% | 40.11% | 2/1/2025 |
 ASM (ASM.NV) | 0.27% | 0% | 43.69% | 2/1/2025 |
 Wabtec (WAB) | 0.27% | 0% | 39.04% | 2/1/2025 |
 Encore Wire Corporation (WIRE) | 0.27% | 0% | 26.69% | 7/3/2024 |
 Clean Harbors (CLH) | 0.27% | 0% | 39.31% | 2/1/2025 |
 Transdigm (TDG) | 0.27% | 0% | 39.97% | 2/1/2025 |
 Eaton (ETN) | 0.27% | 0% | 40.11% | 2/1/2025 |
 Vinci (DG.PA) | 0.26% | 0% | 42.9% | 2/1/2025 |
 Chipotle (CMG) | 0.26% | 0% | 39.31% | 2/1/2025 |
 Linde (LIN) | 0.26% | 0% | 39.97% | 2/1/2025 |
 Qualcomm (QCOM) | 0.26% | 0% | 39.97% | 2/1/2025 |
 Autozone (AZO) | 0.26% | 0% | 39.44% | 1/27/2025 |
 O'Reilly Auto (ORLY) | 0.26% | 0% | 39.44% | 1/27/2025 |
 Canadian Pacific (CP) | 0.26% | 0% | 41.83% | 2/1/2025 |
 Martin Marietta (MLM) | 0.26% | 0% | 40.9% | 2/1/2025 |
 Capgemini (CAP.PA) | 0.26% | 0% | 43.69% | 2/1/2025 |
 Costco (COST) | 0.25% | 0% | 35.72% | 2/1/2025 |
 Goldman Sachs (GS) | 0.25% | 0% | 32.93% | 10/11/2024 |
 Salesforce (CRM) | 0.25% | 0% | 36.79% | 11/8/2024 |
 Fastenal (FAST) | 0.25% | 0% | 39.18% | 2/1/2025 |
 FTAI Aviation (FTAI) | 0.24% | 0% | 28.15% | 2/1/2025 |
 TopBuild (BLD) | 0.23% | 0% | 39.97% | 2/1/2025 |
 Besi (BESI.NV) | 0.23% | 0% | 43.69% | 2/1/2025 |
 Gartner (IT) | 0.23% | 0% | 34.4% | 2/1/2025 |
 Texas Roadhouse (TXRH) | 0.23% | 0% | 34.53% | 2/1/2025 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.23% | 0% | 23.24% | 5/15/2024 |
 Grainger (GWW) | 0.23% | 0% | 34.53% | 2/1/2025 |
 Builders FirstSource (BLDR) | 0.23% | 0% | 38.51% | 2/1/2025 |
 Cintas (CTAS) | 0.21% | 0% | 32.01% | 2/1/2025 |
 D.R. Horton (DHI) | 0.21% | 0% | 33.86% | 2/1/2025 |
 Marathon Petroleum (MPC) | 0.21% | 0% | 39.18% | 2/1/2025 |
 Toll Brothers (TOL) | 0.21% | 0% | 33.86% | 2/1/2025 |
 PulteGroup (PHM) | 0.21% | 0% | 33.86% | 2/1/2025 |
 Boise Cascade (BCC) | 0.21% | 0% | 33.73% | 2/1/2025 |
 Verisk (VRSK) | 0.21% | 0% | 20.19% | 5/20/2024 |
 Nucor (NUE) | 0.21% | 0% | 39.84% | 2/1/2025 |
 TriNet (TNET) | 0.21% | 0% | 39.97% | 2/1/2025 |
 Parker-Hannifin (PH) | 0.2% | 0% | 30.94% | 2/1/2025 |
 Lennox (LII) | 0.2% | 0% | 28.95% | 2/1/2025 |
 Williams-Sonoma (WSM) | 0.2% | 0% | 31.34% | 11/20/2024 |
 Quanta Services (PWR) | 0.2% | 0% | 30.94% | 2/1/2025 |
 Tempur Sealy (TPX) | 0.2% | 0% | 30.41% | 11/11/2024 |
 Onto Innovation (ONTO) | 0.18% | 0% | 31.08% | 2/1/2025 |
 Iron Mountain (IRM) | 0.17% | 0% | 27.49% | 2/1/2025 |
 Dell (DELL) | 0.17% | 0% | 30.15% | 2/1/2025 |
 Novo-Nordisk (NVO) | 0.15% | 0% | 27.22% | 2/1/2025 |
 Atkore (ATKR) | 0.15% | 0% | 36.65% | 2/1/2025 |
 SAP (SAP.DE) | 0.15% | 0% | 19.12% | 6/27/2024 |
 Swiss Life (SLHN.ZU) | 0.13% | 0% | 17.93% | 7/8/2024 |
 AMETEK (AME) | 0.11% | 0% | 17.8% | 2/1/2025 |
 Schneider Electric (SU.PA) | 0.11% | 0% | 15.67% | 9/19/2024 |
 Procter & Gamble (PG) | 0.1% | 0% | 13.68% | 5/21/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.1% | 0% | 13.55% | 5/15/2024 |
 Vanguard Information Technology (VGT) | 0.09% | 0% | 12.22% | 5/15/2024 |
 AMG (AMG) | 0.09% | 0% | 8.1% | 2/12/2024 |
 BlackRock (BLK) | 0.05% | 0% | 6.51% | 3/28/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.04% | 0% | 5.84% | 3/18/2024 |
 Prysmian (PRY.MI) | 0.04% | 0% | 6.24% | 7/10/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.04% | 0% | 5.05% | 3/7/2024 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.03% | 0% | 4.38% | 3/7/2024 |
 Regeneron (REGN) | 0.02% | 0% | 3.05% | 5/3/2024 |
 ASML (ASML.NV) | 0.02% | 0% | 1.59% | 12/4/2023 |
 AstraZeneca (AZN.L) | 0.01% | 0% | 1.33% | 5/22/2023 |
 LSE (LSEG.L) | 0.01% | 0% | 0.8% | 3/21/2024 |
 BAE Systems (BA.L) | 0% | 0% | 0.13% | 4/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Interactive Brokers (IBKR) | 2.8% | 3.14% |
| NVIDIA (NVDA) | 2.8% | 3.08% |
| Vistra (VST) | 2.8% | 2.78% |
| MercadoLibre (MELI) | 2.8% | 2.78% |
| Meta (META) | 2.24% | 2.49% |
| Casey's (CASY) | 2.24% | 2.47% |
| Microsoft (MSFT) | 1.85% | 2.04% |
| American Express (AXP) | 1.68% | 1.96% |
| Apple (AAPL) | 1.68% | 1.95% |
| Alphabet (GOOG) | 1.68% | 1.91% |
| Berkshire Hathaway (BRK.B) | 1.68% | 1.9% |
| Amazon (AMZN) | 1.68% | 1.9% |
| TSMC (TSM) | 1.68% | 1.89% |
| Broadcom (AVGO) | 1.68% | 1.87% |
| Motorola (MSI) | 1.68% | 1.85% |
| Caterpillar (CAT) | 1.68% | 1.77% |
| FTAI Aviation (FTAI) | 1.68% | 1.67% |
| Mastercard (MA) | 1.12% | 1.32% |
| JPMorgan (JPM) | 1.12% | 1.28% |
| Walmart (WMT) | 1.12% | 1.27% |
| Apollo (APO) | 1.12% | 1.22% |
| Ferrari (RACE) | 1.12% | 1.15% |
| Saab (SAABB.ST) | 0.74% | 0.77% |
| Hermes (RMS.PA) | 0.67% | 0.77% |
| Lululemon (LULU) | 0.79% | 0.71% |
| CyberArk (CYBR) | 0.56% | 0.68% |
| Airbus (AIR.PA) | 0.62% | 0.67% |
| Chipotle (CMG) | 0.63% | 0.66% |
| Visa (V) | 0.56% | 0.66% |
| Crowdstrike (CRWD) | 0.63% | 0.65% |
| Deckers (DECK) | 0.56% | 0.64% |
| Arista (ANET) | 0.56% | 0.64% |
| Intuitive Surgical (ISRG) | 0.56% | 0.63% |
| Rheinmetall (RHM.DE) | 0.56% | 0.63% |
| Marriott (MAR) | 0.56% | 0.63% |
| Autozone (AZO) | 0.56% | 0.63% |
| Booking (BKNG) | 0.56% | 0.63% |
| Wabtec (WAB) | 0.56% | 0.62% |
| ServiceNow (NOW) | 0.56% | 0.62% |
| Volvo (VOLV-A.ST) | 0.62% | 0.62% |
| O'Reilly Auto (ORLY) | 0.56% | 0.62% |
| Adobe (ADBE) | 0.74% | 0.62% |
| AMETEK (AME) | 0.56% | 0.61% |
| Quanta Services (PWR) | 0.56% | 0.61% |
| KKR (KKR) | 0.56% | 0.61% |
| Republic Services (RSG) | 0.56% | 0.61% |
| Costco (COST) | 0.56% | 0.61% |
| Amgen (AMGN) | 0.68% | 0.61% |
| McDonald's (MCD) | 0.56% | 0.61% |
| Lennox (LII) | 0.56% | 0.6% |
| Copart (CPRT) | 0.56% | 0.6% |
| T-Mobile (TMUS) | 0.56% | 0.6% |
| Palo Alto Networks (PANW) | 0.56% | 0.6% |
| Parker-Hannifin (PH) | 0.56% | 0.6% |
| Union Pacific (UNP) | 0.56% | 0.6% |
| McKesson (MCK) | 0.56% | 0.6% |
| Check Point (CHKP) | 0.56% | 0.6% |
| Home Depot (HD) | 0.56% | 0.6% |
| Texas Roadhouse (TXRH) | 0.56% | 0.59% |
| Gartner (IT) | 0.56% | 0.59% |
| Eaton (ETN) | 0.56% | 0.59% |
| Transdigm (TDG) | 0.56% | 0.59% |
| Trane (TT) | 0.56% | 0.59% |
| Intuit (INTU) | 0.56% | 0.59% |
| Clean Harbors (CLH) | 0.56% | 0.58% |
| Linde (LIN) | 0.56% | 0.58% |
| Grainger (GWW) | 0.56% | 0.58% |
| Lowe's (LOW) | 0.56% | 0.58% |
| AbbVie (ABBV) | 0.56% | 0.58% |
| CNRL (CNQ) | 0.63% | 0.57% |
| Southern Copper (SCCO) | 0.67% | 0.57% |
| Axon (AXON) | 0.56% | 0.57% |
| KLA (KLAC) | 0.67% | 0.57% |
| Fastenal (FAST) | 0.56% | 0.57% |
| Northrop Grumman (NOC) | 0.56% | 0.57% |
| L'Oréal (OR.PA) | 0.62% | 0.57% |
| Oracle (ORCL) | 0.56% | 0.57% |
| Tesla (TSLA) | 0.56% | 0.57% |
| Vinci (DG.PA) | 0.56% | 0.56% |
| Iron Mountain (IRM) | 0.56% | 0.55% |
| ASM (ASM.NV) | 0.6% | 0.55% |
| Martin Marietta (MLM) | 0.56% | 0.55% |
| Qualcomm (QCOM) | 0.68% | 0.55% |
| Canadian Pacific (CP) | 0.56% | 0.54% |
| Synopsys (SNPS) | 0.58% | 0.54% |
| Cintas (CTAS) | 0.56% | 0.54% |
| Eli Lilly (LLY) | 0.56% | 0.54% |
| UnitedHealth (UNH) | 0.56% | 0.54% |
| Besi (BESI.NV) | 0.57% | 0.53% |
| NXP (NXPI) | 0.63% | 0.53% |
| Mondelez (MDLZ) | 0.56% | 0.53% |
| LVMH (MC.PA) | 0.6% | 0.53% |
| Merck (MRK) | 0.59% | 0.53% |
| CNR (CNI) | 0.57% | 0.52% |
| Dior (CDI.PA) | 0.58% | 0.52% |
| Dell (DELL) | 0.6% | 0.52% |
| Vertex (VRTX) | 0.56% | 0.52% |
| Boise Cascade (BCC) | 0.56% | 0.51% |
| Applied Materials (AMAT) | 0.66% | 0.51% |
| Centene (CNC) | 0.57% | 0.51% |
| Toll Brothers (TOL) | 0.56% | 0.5% |
| Cigna (CI) | 0.56% | 0.5% |
| Onto Innovation (ONTO) | 0.58% | 0.49% |
| PulteGroup (PHM) | 0.56% | 0.49% |
| Capgemini (CAP.PA) | 0.57% | 0.49% |
| Builders FirstSource (BLDR) | 0.56% | 0.48% |
| Lam Research (LRCX) | 0.62% | 0.48% |
| AMD (AMD) | 0.74% | 0.48% |
| D.R. Horton (DHI) | 0.56% | 0.48% |
| e.l.f. (ELF) | 0.67% | 0.46% |
| Booz Allen (BAH) | 0.56% | 0.46% |
| TriNet (TNET) | 0.56% | 0.45% |
| TopBuild (BLD) | 0.59% | 0.45% |
| ASML (ASML) | 0.59% | 0.45% |
| Novo Nordisk (NOVO-B.CO) | 0.61% | 0.45% |
| Elevance Health (ELV) | 0.56% | 0.44% |
| Marathon Petroleum (MPC) | 0.56% | 0.44% |
| Micron (MU) | 0.68% | 0.44% |
| Novo-Nordisk (NVO) | 0.57% | 0.41% |
| Monolithic Power (MPWR) | 0.56% | 0.41% |
| Nucor (NUE) | 0.56% | 0.39% |
| Alpha Metallurgical (AMR) | 0.7% | 0.37% |
| Atkore (ATKR) | 0.56% | 0.31% |
| Supermicro (SMCI) | 0.82% | 0.25% |