Portfolio Diversification
Range
Most Diversified
132 instruments
June 19, 2024
Least Diversified
0 instruments
February 2, 2025
Average
75.6 instruments
Most Consistent Holdings
Top 5
AMZN99.9%
TSLA99.9%
MELI99.79%
NVDA98.86%
AMD97.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AbbVie (ABBV) | 8.5% | 0% | 80.79% | 3/4/2025 |
 Vistra (VST) | 6.96% | 21.71% | 58.78% | - |
 Berkshire Hathaway (BRK.B) | 6.27% | 1.53% | 79.13% | - |
| NVIDIA (NVDA) | 5.89% | 20.31% | 98.86% | - |
| Tesla (TSLA) | 5.03% | 0.88% | 99.9% | - |
 Bitcoin (BTC) | 2.47% | 0% | 43.8% | 3/8/2024 |
| Amazon (AMZN) | 2.31% | 0.57% | 99.9% | - |
| MercadoLibre (MELI) | 2.26% | 1.61% | 99.79% | - |
 Alphabet (GOOG) | 2.21% | 0% | 96.49% | 8/13/2025 |
| AMD (AMD) | 2.16% | 0.55% | 97.83% | - |
 Microsoft (MSFT) | 2.11% | 0% | 92.05% | 8/20/2025 |
 Meta (META) | 1.61% | 0% | 97.42% | 8/13/2025 |
 Apple (AAPL) | 1.55% | 2.17% | 84.3% | - |
 Broadcom (AVGO) | 1.38% | 14.69% | 67.67% | - |
 AstraZeneca (AZN) | 1.26% | 0% | 32.33% | 4/4/2024 |
 Build and Build (BNB) | 1.17% | 0% | 47.21% | 4/10/2024 |
 eToro Group LTD (ETOR) | 1.11% | 7.91% | 11.78% | - |
 PepsiCo (PEP) | 1.09% | 0% | 31.92% | 4/3/2024 |
 Netflix (NFLX) | 0.93% | 0% | 36.78% | 5/20/2024 |
 Ferrari (RACE) | 0.84% | 0% | 63.64% | 5/13/2025 |
 McDonald's (MCD) | 0.8% | 0% | 65.5% | 3/7/2025 |
 Motorola (MSI) | 0.72% | 1.65% | 59.09% | - |
 Casey's (CASY) | 0.71% | 4.07% | 47.62% | - |
 Invesco QQQ (QQQ) | 0.64% | 0% | 48.35% | 4/29/2025 |
 Axon (AXON) | 0.62% | 1.13% | 66.53% | - |
 Caterpillar (CAT) | 0.58% | 0% | 60.85% | 7/1/2025 |
 Booking (BKNG) | 0.57% | 1.24% | 66.22% | - |
 Interactive Brokers (IBKR) | 0.57% | 0% | 51.96% | 7/25/2025 |
 Mastercard (MA) | 0.53% | 0% | 61.88% | 8/20/2025 |
 Republic Services (RSG) | 0.52% | 0.54% | 57.02% | - |
 Walmart (WMT) | 0.52% | 0% | 61.98% | 7/15/2025 |
 Visa (V) | 0.51% | 0.54% | 64.15% | - |
 Home Depot (HD) | 0.48% | 0% | 61.57% | 7/8/2025 |
 Adobe (ADBE) | 0.48% | 0.41% | 67.46% | - |
 Oracle (ORCL) | 0.48% | 0% | 58.88% | 6/12/2025 |
 TSMC (TSM) | 0.47% | 0% | 50.83% | 6/12/2025 |
 Trane (TT) | 0.47% | 0% | 61.05% | 7/8/2025 |
 UnitedHealth (UNH) | 0.47% | 0.29% | 67.67% | - |
 Palo Alto Networks (PANW) | 0.47% | 0% | 60.02% | 6/24/2025 |
 KLA (KLAC) | 0.45% | 0% | 57.95% | 6/16/2025 |
 Copart (CPRT) | 0.45% | 0% | 57.44% | 6/11/2025 |
 ASML (ASML) | 0.44% | 0.42% | 66.43% | - |
 Lululemon (LULU) | 0.44% | 0.28% | 67.05% | - |
 Apollo (APO) | 0.44% | 0.86% | 49.07% | - |
 American Express (AXP) | 0.44% | 0% | 52.17% | 6/30/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.43% | 0.19% | 67.46% | - |
 JPMorgan (JPM) | 0.43% | 0% | 53.82% | 7/15/2025 |
 Autozone (AZO) | 0.43% | 0% | 45.56% | 7/30/2025 |
 McKesson (MCK) | 0.39% | 0% | 51.03% | 7/8/2025 |
 Rheinmetall (RHM.DE) | 0.39% | 0% | 42.67% | 1/27/2025 |
 Intuitive Surgical (ISRG) | 0.38% | 0.43% | 58.99% | - |
 Vertex (VRTX) | 0.38% | 0% | 47.21% | 3/10/2025 |
 Eli Lilly (LLY) | 0.37% | 0.45% | 59.09% | - |
 NXP (NXPI) | 0.37% | 0.5% | 59.61% | - |
 Synopsys (SNPS) | 0.37% | 0% | 55.06% | 5/19/2025 |
 L'Oréal (OR.PA) | 0.36% | 0% | 53.51% | 5/19/2025 |
 Micron (MU) | 0.36% | 0.56% | 58.37% | - |
 Amgen (AMGN) | 0.35% | 0% | 44.73% | 3/10/2025 |
 Applied Materials (AMAT) | 0.35% | 0.43% | 58.16% | - |
 CNRL (CNQ) | 0.34% | 0.5% | 56.1% | - |
 Hermes (RMS.PA) | 0.34% | 0% | 44.01% | 1/17/2025 |
 Alpha Metallurgical (AMR) | 0.34% | 0.22% | 67.15% | - |
 Marriott (MAR) | 0.34% | 0% | 53% | 7/15/2025 |
 KKR (KKR) | 0.34% | 0.47% | 55.48% | - |
 e.l.f. (ELF) | 0.34% | 0.42% | 63.33% | - |
 Southern Copper (SCCO) | 0.34% | 0.55% | 53.41% | - |
 LVMH (MC.PA) | 0.34% | 0.33% | 61.67% | - |
 Lam Research (LRCX) | 0.33% | 0% | 52.48% | 6/11/2025 |
 CyberArk (CYBR) | 0.33% | 0% | 50.83% | 6/24/2025 |
 Merck (MRK) | 0.33% | 0.38% | 59.09% | - |
 Lowe's (LOW) | 0.33% | 0% | 50.72% | 6/11/2025 |
 ServiceNow (NOW) | 0.33% | 0% | 50.1% | 7/3/2025 |
 Costco (COST) | 0.32% | 0.52% | 50% | - |
 CNR (CNI) | 0.32% | 0.43% | 56.71% | - |
 Clean Harbors (CLH) | 0.32% | 0.53% | 52.79% | - |
 Intuit (INTU) | 0.32% | 0% | 48.35% | 5/19/2025 |
 Supermicro (SMCI) | 0.32% | 0.28% | 63.33% | - |
 Northrop Grumman (NOC) | 0.32% | 0% | 48.35% | 5/19/2025 |
 Chipotle (CMG) | 0.32% | 0.39% | 52.79% | - |
 Qualcomm (QCOM) | 0.32% | 0.49% | 53.31% | - |
 Check Point (CHKP) | 0.32% | 0% | 46.9% | 6/12/2025 |
 T-Mobile (TMUS) | 0.31% | 0% | 42.56% | 7/1/2025 |
 Elevance Health (ELV) | 0.31% | 0.32% | 56.3% | - |
 Monolithic Power (MPWR) | 0.31% | 0% | 56.3% | 8/11/2025 |
 Dior (CDI.PA) | 0.31% | 0.33% | 59.61% | - |
 Transdigm (TDG) | 0.31% | 0% | 47.21% | 7/8/2025 |
 Wabtec (WAB) | 0.31% | 0% | 46.49% | 7/8/2025 |
 ASM (ASM.NV) | 0.31% | 0.32% | 56.2% | - |
 Centene (CNC) | 0.3% | 0.21% | 57.33% | - |
 Booz Allen (BAH) | 0.3% | 0.32% | 55.06% | - |
 Vertiv (VRT) | 0.3% | 0% | 32.44% | 10/9/2024 |
 Mondelez (MDLZ) | 0.3% | 0% | 47.31% | 5/19/2025 |
 Cadence (CDNS) | 0.3% | 0% | 38.02% | 12/4/2024 |
 Arista (ANET) | 0.3% | 0% | 44.01% | 6/12/2025 |
 Cigna (CI) | 0.29% | 0% | 45.14% | 5/19/2025 |
 Grainger (GWW) | 0.29% | 0.49% | 49.07% | - |
 Cintas (CTAS) | 0.29% | 0% | 44.73% | 8/13/2025 |
 Eaton (ETN) | 0.29% | 0% | 47.31% | 7/8/2025 |
 Deckers (DECK) | 0.29% | 0.32% | 51.86% | - |
 Capgemini (CAP.PA) | 0.29% | 0.3% | 56.1% | - |
 Saab (SAABB.ST) | 0.29% | 0% | 36.57% | 4/3/2025 |
 TopBuild (BLD) | 0.28% | 0.54% | 53.31% | - |
 Gartner (IT) | 0.28% | 0.24% | 48.97% | - |
 FTAI Aviation (FTAI) | 0.28% | 0.5% | 44.11% | - |
 Emcor (EME) | 0.27% | 0% | 35.23% | 11/21/2024 |
 Crowdstrike (CRWD) | 0.27% | 0% | 42.46% | 5/1/2025 |
 Besi (BESI.NV) | 0.27% | 0.35% | 56.1% | - |
 Marathon Petroleum (MPC) | 0.27% | 0.49% | 52.69% | - |
 Texas Roadhouse (TXRH) | 0.27% | 0% | 42.25% | 7/1/2025 |
 Builders FirstSource (BLDR) | 0.26% | 0.41% | 52.17% | - |
 Canadian Pacific (CP) | 0.26% | 0% | 43.49% | 5/19/2025 |
 D.R. Horton (DHI) | 0.26% | 0.52% | 48.55% | - |
 Martin Marietta (MLM) | 0.26% | 0% | 42.77% | 5/19/2025 |
 Toll Brothers (TOL) | 0.26% | 0.5% | 48.55% | - |
 Lennox (LII) | 0.25% | 0% | 40.19% | 7/23/2025 |
 Parker-Hannifin (PH) | 0.25% | 0% | 40.19% | 7/8/2025 |
 SPDR S&P 500 ETF (SPY) | 0.25% | 0% | 12.5% | 3/18/2024 |
 Nucor (NUE) | 0.25% | 0.42% | 53.2% | - |
 PulteGroup (PHM) | 0.25% | 0% | 45.87% | 8/11/2025 |
 Volvo (VOLV-A.ST) | 0.25% | 0% | 37.29% | 2/14/2025 |
 Boise Cascade (BCC) | 0.25% | 0.33% | 48.35% | - |
 Airbus (AIR.PA) | 0.24% | 0% | 37.29% | 3/6/2025 |
 Union Pacific (UNP) | 0.24% | 0% | 36.36% | 1/27/2025 |
 TriNet (TNET) | 0.24% | 0.31% | 53.31% | - |
 Iron Mountain (IRM) | 0.24% | 0.41% | 43.6% | - |
 Linde (LIN) | 0.23% | 0% | 34.81% | 3/10/2025 |
 Vinci (DG.PA) | 0.23% | 0% | 36.67% | 3/6/2025 |
 Waste Management (WM) | 0.22% | 0% | 28.51% | 11/7/2024 |
 O'Reilly Auto (ORLY) | 0.22% | 0% | 33.99% | 3/27/2025 |
 Fastenal (FAST) | 0.21% | 0% | 34.19% | 3/10/2025 |
 Quanta Services (PWR) | 0.21% | 0% | 35.02% | 5/19/2025 |
 Dell (DELL) | 0.21% | 0% | 41.94% | 7/31/2025 |
 Onto Innovation (ONTO) | 0.21% | 0.26% | 46.28% | - |
 Encore Wire Corporation (WIRE) | 0.21% | 0% | 20.76% | 7/3/2024 |
 Goldman Sachs (GS) | 0.19% | 0% | 25.62% | 10/11/2024 |
 Salesforce (CRM) | 0.19% | 0% | 28.62% | 11/8/2024 |
 Novo-Nordisk (NVO) | 0.19% | 0.23% | 43.39% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.18% | 0% | 18.08% | 5/15/2024 |
 Atkore (ATKR) | 0.17% | 0.18% | 50.72% | - |
 Verisk (VRSK) | 0.16% | 0% | 15.7% | 5/20/2024 |
 Williams-Sonoma (WSM) | 0.16% | 0% | 24.38% | 11/20/2024 |
 AMETEK (AME) | 0.15% | 0% | 24.79% | 5/19/2025 |
 Tempur Sealy (SGI) | 0.15% | 0% | 23.66% | 11/11/2024 |
 SAP (SAP.DE) | 0.12% | 0% | 14.88% | 6/27/2024 |
 Swiss Life (SLHN.ZU) | 0.1% | 0% | 13.95% | 7/8/2024 |
 Schneider Electric (SU.PA) | 0.08% | 0% | 12.19% | 9/19/2024 |
 Procter & Gamble (PG) | 0.08% | 0% | 10.64% | 5/21/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.08% | 0% | 10.54% | 5/15/2024 |
 Vanguard Information Technology (VGT) | 0.07% | 0% | 9.5% | 5/15/2024 |
 AMG (AMG) | 0.07% | 0% | 6.3% | 2/12/2024 |
 BlackRock (BLK) | 0.04% | 0% | 5.06% | 3/28/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.03% | 0% | 4.55% | 3/18/2024 |
 Prysmian (PRY.MI) | 0.03% | 0% | 4.86% | 7/10/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.03% | 0% | 3.93% | 3/7/2024 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.03% | 0% | 3.41% | 3/7/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.02% | 0% | 3% | 5/1/2025 |
 Regeneron (REGN) | 0.02% | 0% | 2.38% | 5/3/2024 |
 ASML (ASML.NV) | 0.02% | 0% | 1.24% | 12/4/2023 |
 AstraZeneca (AZN.L) | 0.01% | 0% | 1.03% | 5/22/2023 |
 LSE (LSEG.L) | 0% | 0% | 0.62% | 3/21/2024 |
 BAE Systems (BA.L) | 0% | 0% | 0.1% | 4/12/2024 |
 Wayfair (W.US) | 0% | 0% | 0.1% | 2/6/2025 |
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% |