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Portfolio Diversification
Range
Most Diversified
39 instruments
March 20, 2026
Least Diversified
0 instruments
February 2, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
GOOG87.39%
MSFT78.06%
META77.87%
PYPL70.05%
PFE69.99%
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 |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 6.6% | 0% | 43.06% | 12/14/2023 |
| Alphabet (GOOG) | 6.56% | 0% | 87.39% | 11/20/2025 |
| Pfizer (PFE) | 6.36% | 6.37% | 69.99% | - |
| PayPal (PYPL) | 6.2% | 2.48% | 70.05% | - |
 Norwegian (NAS.OL) | 5.53% | 0% | 46.41% | 2/5/2024 |
 LVMH (MC.PA) | 5.18% | 4.16% | 63.81% | - |
 Rolls-Royce (RR.L) | 4.95% | 0% | 35.18% | 8/7/2023 |
 Walgreens (WBA) | 4.55% | 0% | 61.03% | 3/11/2025 |
 Nike (NKE) | 3.71% | 3.79% | 51.45% | - |
| Microsoft (MSFT) | 3.44% | 4.4% | 78.06% | - |
| Meta (META) | 3.27% | 2.08% | 77.87% | - |
 Johnson & Johnson (JNJ) | 2.99% | 0% | 45.21% | 2/11/2025 |
 IAG (IAG.L) | 2.65% | 0% | 22.7% | 1/18/2023 |
 AMD (AMD) | 2.37% | 0% | 31.97% | 5/26/2026 |
 Lockheed Martin (LMT) | 1.93% | 0% | 48.23% | 3/2/2026 |
 Service Corp Intl (SCI) | 1.89% | 0.22% | 43.76% | - |
 Asensus (ASXC) | 1.82% | 0% | 54.04% | 6/7/2024 |
 Intel (INTC) | 1.68% | 0% | 37.2% | 11/20/2023 |
 Coca-Cola (KO) | 1.64% | 0% | 45.71% | 7/9/2024 |
 Adobe (ADBE) | 1.58% | 3.19% | 47.16% | - |
 UnitedHealth (UNH) | 1.4% | 3.5% | 35.5% | - |
 e.l.f. (ELF) | 1.36% | 2.39% | 30.52% | - |
 Realty Income (O) | 1.31% | 0% | 21.25% | 7/23/2024 |
 Target (TGT) | 1.29% | 0% | 35.5% | 2/11/2026 |
 TUI AG (TUI.L) | 1.26% | 0% | 7.19% | 4/25/2022 |
 Celsius (CELH) | 1.06% | 0.73% | 31.53% | - |
 Atkore (ATKR) | 0.95% | 0% | 28.5% | 11/17/2025 |
 Amazon (AMZN) | 0.86% | 0.52% | 50.19% | - |
 Veeva (VEEV) | 0.84% | 0% | 28.94% | 6/6/2026 |
 Lululemon (LULU) | 0.81% | 1.78% | 20.81% | - |
 Hasbro (HAS) | 0.72% | 0% | 18.35% | 1/2/2024 |
 Merck (MRK) | 0.61% | 0% | 28.18% | 2/3/2026 |
 Disney (DIS) | 0.58% | 0% | 14% | 1/3/2024 |
 Estee Lauder (EL) | 0.55% | 0% | 27.87% | 4/10/2026 |
 Vodafone (VOD.L) | 0.5% | 0% | 17.59% | 7/1/2024 |
 HP (HPQ) | 0.41% | 0% | 22.32% | 9/14/2023 |
 Foot Locker (FL) | 0.39% | 0% | 10.34% | 11/3/2023 |
 Bitcoin (BTC) | 0.38% | 0% | 7.19% | 4/25/2022 |
 eToro Group LTD (ETOR) | 0.38% | 2.81% | 18.1% | - |
 Ulta (ULTA) | 0.33% | 0% | 16.65% | 4/24/2025 |
 Novo-Nordisk (NVO) | 0.31% | 1.25% | 18.92% | - |
 Copart (CPRT) | 0.31% | 1.68% | 17.47% | - |
 Accenture (ACN) | 0.29% | 2.14% | 17.47% | - |
 Honest Co (HNST) | 0.29% | 1.42% | 15.83% | - |
 Shopify (SHOP) | 0.27% | 0% | 8.7% | 9/18/2024 |
 Salesforce (CRM) | 0.24% | 1.75% | 16.65% | - |
 Netflix (NFLX) | 0.21% | 0.42% | 13.62% | - |
 Oatly (OTLY) | 0.21% | 0% | 10.09% | 12/5/2023 |
 Autozone (AZO) | 0.2% | 0% | 10.84% | 5/20/2025 |
 Telefonica (TELFY) | 0.19% | 0% | 18.79% | 12/4/2023 |
 Visa (V) | 0.18% | 0.46% | 15.7% | - |
 McDonald's (MCD) | 0.16% | 0% | 9.52% | 10/15/2024 |
 Starbucks (SBUX) | 0.16% | 0% | 7.57% | 8/13/2024 |
 Pinterest (PINS) | 0.15% | 1.22% | 13.18% | - |
 S&P Global (SPGI) | 0.14% | 0% | 10.72% | 8/29/2025 |
 Intuit (INTU) | 0.14% | 1.53% | 7.82% | - |
 Constellation Brands (STZ) | 0.13% | 0% | 9.52% | 1/27/2026 |
 Paycom (PAYC) | 0.13% | 0.93% | 15.89% | - |
 AT&T (T.US) | 0.12% | 0% | 10.4% | 1/2/2024 |
 fuboTV (FUBO) | 0.09% | 1.22% | 6.56% | - |
 SAP (SAP) | 0.09% | 1.94% | 5.36% | - |
 Broadcom (AVGO) | 0.09% | 0.79% | 8.76% | - |
 Palo Alto Networks (PANW) | 0.09% | 0% | 6.31% | 5/13/2026 |
 American Express (AXP) | 0.09% | 0.82% | 12.3% | - |
 NVIDIA (NVDA) | 0.09% | 0% | 5.04% | 9/22/2025 |
 Duolingo (DUOL) | 0.08% | 0.88% | 8.89% | - |
 PepsiCo (PEP) | 0.07% | 0% | 5.55% | 8/29/2025 |
 Hamilton Lane (HLNE) | 0.07% | 1.33% | 6.24% | - |
 Alibaba (BABA) | 0.06% | 0% | 3.03% | 2/17/2022 |
 ServiceNow (NOW) | 0.05% | 1.39% | 6.56% | - |
 Sprouts (SFM) | 0.04% | 0% | 3.97% | 3/24/2026 |
 Mastercard (MA) | 0.04% | 0.42% | 8.13% | - |
 UPS (UPS) | 0.04% | 0% | 5.04% | 11/17/2025 |
 VICI Properties (VICI) | 0.03% | 0.44% | 8.7% | - |
 iShares MSCI India ETF (INDA) | 0.03% | 0% | 2.84% | 3/23/2023 |
 Apple (AAPL) | 0.03% | 0% | 2.77% | 8/25/2025 |
 ASML (ASML) | 0.02% | 0% | 2.65% | 5/15/2025 |
 Tattooed Chef Inc (TTCFQ) | 0.02% | 0% | 1.89% | 1/3/2023 |
 Supermicro (SMCI) | 0.02% | 0% | 4.85% | 5/7/2026 |
 Archer Aviation (ACHR) | 0.02% | 0% | 1.51% | 6/9/2025 |
 Valero (VLO) | 0.01% | 0% | 2.84% | 2/4/2025 |
 Hershey (HSY) | 0.01% | 0% | 3.03% | 2/6/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.01% | 0% | 2.02% | 10/27/2023 |
 Procter & Gamble (PG) | 0.01% | 0% | 3.59% | 2/3/2026 |
 SoFi (SOFI) | 0.01% | 0% | 1.32% | 4/8/2024 |
 Uber (UBER) | 0.01% | 0.22% | 3.22% | - |
 Oracle (ORCL) | 0.01% | 0% | 2.08% | 12/24/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0% | 1.26% | 2/7/2025 |
 Humana (HUM) | 0.01% | 0% | 1.13% | 3/27/2026 |
 Fortinet (FTNT) | 0.01% | 0% | 1.58% | 9/26/2025 |
 Walmart (WMT) | 0.01% | 0% | 4.04% | 8/6/2025 |
 Agile Therapeutics (AGRX) | 0% | 0% | 0.69% | 12/12/2022 |
 Tyson Foods (TSN) | 0% | 0% | 1.32% | 11/13/2023 |
 General Mills (GIS) | 0% | 0% | 1.07% | 9/26/2023 |
 Nestle (NESN.ZU) | 0% | 0% | 0.76% | 8/9/2024 |
 Palantir (PLTR) | 0% | 0% | 1.45% | 6/12/2025 |
 Terra Classic (LUNC) | 0% | 0% | 1.58% | 6/13/2022 |
 Biogen (BIIB) | 0% | 0% | 0.32% | 10/4/2022 |
 Booking (BKNG) | 0% | 0% | 1.32% | 6/9/2025 |
 Monster Beverage (MNST) | 0% | 0% | 0.25% | 6/17/2024 |
 Crowdstrike (CRWD) | 0% | 0% | 0.38% | 5/29/2025 |
 Crocs (CROX) | 0% | 0% | 0.13% | 2/13/2025 |
 Linde (LIN) | 0% | 0% | 0.32% | 6/9/2025 |
 Trade Desk (TTD) | 0% | 0.22% | 0.13% | - |
 L3Harris (LHX) | 0% | 0% | 0.38% | 5/21/2025 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0.38% | 6/13/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 5.3% | 8.49% |
| Pfizer (PFE) | 9.8% | 8.33% |
| LVMH (MC.PA) | 9.01% | 8.28% |
| Nike (NKE) | 8.48% | 6.97% |
| Meta (META) | 5.3% | 5.48% |
| UnitedHealth (UNH) | 4.77% | 5.07% |
| Lululemon (LULU) | 5.03% | 5% |
| Lockheed Martin (LMT) | 5.3% | 4.91% |
| Adobe (ADBE) | 5.03% | 4.57% |
| Microsoft (MSFT) | 4.24% | 4.23% |
| e.l.f. (ELF) | 3.71% | 3.77% |
| PayPal (PYPL) | 3.18% | 3.12% |
| Target (TGT) | 2.65% | 2.59% |
| Merck (MRK) | 1.85% | 2.31% |
| Honest Co (HNST) | 2.38% | 1.98% |
| Copart (CPRT) | 2.12% | 1.85% |
| Estee Lauder (EL) | 1.06% | 1.55% |
| Constellation Brands (STZ) | 1.59% | 1.49% |
| Novo-Nordisk (NVO) | 1.32% | 1.47% |
| eToro Group LTD (ETOR) | 1.59% | 1.45% |
| Amazon (AMZN) | 1.06% | 1.37% |
| Netflix (NFLX) | 1.32% | 1.19% |
| Salesforce (CRM) | 1.06% | 1.18% |
| Accenture (ACN) | 1.06% | 1.17% |
| Celsius (CELH) | 0.53% | 0.61% |
| Pinterest (PINS) | 0.53% | 0.54% |
| American Express (AXP) | 0.26% | 0.28% |
| Procter & Gamble (PG) | 0.26% | 0.27% |
| VICI Properties (VICI) | 0.26% | 0.26% |
Cash & Instruments Over Time
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