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Portfolio Diversification
Range
Most Diversified
20 instruments
August 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.8 instruments
Most Consistent Holdings
Top 5
META99.86%
GOOGL99.86%
BABA90.82%
DHI89.23%
VOO88.34%
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) | 16.89% | 4.82% | 99.86% | - |
| D.R. Horton (DHI) | 16.41% | 0% | 89.23% | 8/19/2025 |
| Alphabet (GOOGL) | 11.49% | 5.03% | 99.86% | - |
| Vanguard S&P 500 ETF (VOO) | 10.64% | 0% | 88.34% | 8/6/2025 |
| Alibaba (BABA) | 9.28% | 0% | 90.82% | 9/11/2025 |
 Western Alliance (WAL) | 5.26% | 0% | 61.42% | 11/14/2025 |
 Williams-Sonoma (WSM) | 4.49% | 0% | 54.59% | 8/6/2025 |
 JD.com (JD.US) | 4.1% | 0% | 53.83% | 8/13/2025 |
 Netflix (NFLX) | 3.16% | 0% | 34.16% | 7/21/2023 |
 Inmode (INMD) | 2.64% | 0% | 42.72% | 8/6/2025 |
 Gravity (GRVY) | 1.53% | 0% | 32.92% | 7/28/2025 |
 Crocs (CROX) | 1.33% | 0% | 25.05% | 10/30/2025 |
 UnitedHealth (UNH) | 1.1% | 5.03% | 12.49% | - |
 Adobe (ADBE) | 1.06% | 7.08% | 11.46% | - |
 Global Ship Lease (GSL) | 1% | 8.14% | 16.77% | - |
 Regeneron (REGN) | 0.92% | 0% | 14.63% | 10/11/2022 |
 Lululemon (LULU) | 0.9% | 8.11% | 10.97% | - |
 Bitcoin (BTC) | 0.9% | 0% | 24.91% | 8/19/2025 |
 iShares Gold Trust (IAU) | 0.84% | 5.43% | 11.18% | - |
 PayPal (PYPL) | 0.66% | 0% | 10.56% | 10/11/2022 |
 Emcor (EME) | 0.62% | 5.34% | 10.63% | - |
 Nice (NICE) | 0.62% | 7.96% | 10.9% | - |
 Coca-Cola Consolidated (COKE) | 0.54% | 4.71% | 11.18% | - |
 ASML (ASML) | 0.49% | 0% | 8.49% | 11/17/2025 |
 PDD Holdings (PDD) | 0.49% | 4.4% | 11.04% | - |
 Deckers (DECK) | 0.39% | 8.48% | 4.42% | - |
 Amazon (AMZN) | 0.38% | 0% | 4.97% | 3/14/2022 |
 Novo-Nordisk (NVO) | 0.34% | 9.86% | 4% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.33% | 0% | 6.69% | 11/17/2025 |
 BOGG (BGEO.L) | 0.23% | 4.97% | 4.49% | - |
 Neurocrine Biosciences (NBIX) | 0.1% | 0% | 3.11% | 9/11/2025 |
 Centene (CNC) | 0.07% | 0% | 1.52% | 8/13/2025 |
 BYD (01211.HK) | 0.05% | 0% | 1.86% | 9/23/2025 |
 Micron (MU) | 0.05% | 5.82% | 0.9% | - |
 Best Buy (BBY) | 0.05% | 0% | 1.52% | 6/26/2025 |
 TSMC (TSM) | 0.04% | 0% | 0.62% | 8/15/2025 |
 Kaspi.kz (KSPI) | 0.04% | 4.73% | 0.83% | - |
 NVIDIA (NVDA) | 0.04% | 0% | 0.62% | 8/15/2025 |
 Gartner (IT) | 0.02% | 0% | 0.76% | 8/26/2025 |
 Pfizer (PFE) | 0.02% | 0% | 0.97% | 8/6/2025 |
 Stanley Black & Decker (SWK) | 0.01% | 0% | 0.48% | 6/5/2025 |
 MAA (MAA) | 0.01% | 0% | 0.41% | 7/17/2025 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.41% | 5/29/2025 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 0.41% | 7/8/2025 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.01% | 0% | 0.14% | 8/13/2025 |
 Oxford (OXM) | 0.01% | 0% | 0.35% | 7/22/2025 |
 PepsiCo (PEP) | 0.01% | 0% | 0.35% | 6/10/2025 |
 Altria (MO) | 0.01% | 0% | 0.28% | 6/17/2025 |
 Franklin Resources (BEN) | 0% | 0% | 0.28% | 6/30/2025 |
 HP (HPQ) | 0% | 0% | 0.14% | 6/12/2025 |
 Federal Realty (FRT) | 0% | 0% | 0.14% | 7/2/2025 |
 Eastman Chemical (EMN) | 0% | 0% | 0.07% | 6/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Deckers (DECK) | 9.1% | 8.96% |
| Lululemon (LULU) | 8.99% | 8.92% |
| Novo-Nordisk (NVO) | 9.04% | 8.26% |
| Adobe (ADBE) | 9.32% | 8.06% |
| Nice (NICE) | 9.19% | 8.02% |
| Global Ship Lease (GSL) | 8.39% | 7.85% |
| Meta (META) | 4.05% | 7.85% |
| iShares Gold Trust (IAU) | 8.59% | 7.81% |
| UnitedHealth (UNH) | 8.26% | 7.61% |
| Alphabet (GOOGL) | 3.37% | 7.55% |
| BOGG (BGEO.L) | 5.29% | 4.89% |
| PDD Holdings (PDD) | 6.12% | 4.78% |
| Emcor (EME) | 5.73% | 4.75% |
| Coca-Cola Consolidated (COKE) | 4.56% | 4.59% |
Cash & Instruments Over Time
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