Portfolio Diversification
Range
Most Diversified
20 instruments
August 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.3 instruments
Most Consistent Holdings
Top 5
META99.92%
BABA99.92%
GOOGL99.92%
DHI98.63%
VOO97.64%
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 |
|---|---|---|---|---|
| D.R. Horton (DHI) | 18.14% | 0% | 98.63% | 8/19/2025 |
| Meta (META) | 17.9% | 7.45% | 99.92% | - |
| Alphabet (GOOGL) | 11.89% | 11.14% | 99.92% | - |
| Vanguard S&P 500 ETF (VOO) | 11.76% | 0% | 97.64% | 8/6/2025 |
| Alibaba (BABA) | 10.24% | 3.14% | 99.92% | - |
 Western Alliance (WAL) | 5.58% | 3.28% | 62.62% | - |
 Williams-Sonoma (WSM) | 4.96% | 0% | 60.34% | 8/6/2025 |
 JD.com (JD.US) | 4.53% | 0% | 59.5% | 8/13/2025 |
 Netflix (NFLX) | 3.49% | 0% | 37.76% | 7/21/2023 |
 Inmode (INMD) | 2.92% | 0% | 47.22% | 8/6/2025 |
 Gravity (GRVY) | 1.69% | 0% | 36.38% | 7/28/2025 |
 Crocs (CROX) | 1.29% | 3.09% | 23.57% | - |
 Regeneron (REGN) | 1.01% | 0% | 16.17% | 10/11/2022 |
 Bitcoin (BTC) | 0.99% | 0% | 27.54% | 8/19/2025 |
 PayPal (PYPL) | 0.73% | 0% | 11.67% | 10/11/2022 |
 Amazon (AMZN) | 0.42% | 0% | 5.49% | 3/14/2022 |
 Global Ship Lease (GSL) | 0.32% | 3% | 8.09% | - |
 UnitedHealth (UNH) | 0.29% | 11.07% | 3.36% | - |
 Adobe (ADBE) | 0.23% | 10.94% | 2.21% | - |
 ASML (ASML) | 0.23% | 7.55% | 3.89% | - |
 iShares Gold Trust (IAU) | 0.14% | 7.43% | 1.91% | - |
 Neurocrine Biosciences (NBIX) | 0.1% | 3.12% | 2.97% | - |
 Emcor (EME) | 0.1% | 7.65% | 1.3% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.09% | 4.78% | 1.91% | - |
 Coca-Cola Consolidated (COKE) | 0.08% | 4.96% | 1.91% | - |
 Centene (CNC) | 0.08% | 0% | 1.68% | 8/13/2025 |
 PDD Holdings (PDD) | 0.05% | 3.08% | 1.75% | - |
 Nice (NICE) | 0.05% | 3.11% | 1.6% | - |
 Best Buy (BBY) | 0.05% | 0% | 1.68% | 6/26/2025 |
 Lululemon (LULU) | 0.05% | 2.55% | 1.68% | - |
 TSMC (TSM) | 0.05% | 0% | 0.69% | 8/15/2025 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.69% | 8/15/2025 |
 Gartner (IT) | 0.03% | 0% | 0.84% | 8/26/2025 |
 Pfizer (PFE) | 0.02% | 0% | 1.07% | 8/6/2025 |
 BYD (01211.HK) | 0.02% | 2.6% | 0.69% | - |
 Stanley Black & Decker (SWK) | 0.01% | 0% | 0.53% | 6/5/2025 |
 MAA (MAA) | 0.01% | 0% | 0.46% | 7/17/2025 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.46% | 5/29/2025 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 0.46% | 7/8/2025 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.01% | 0% | 0.15% | 8/13/2025 |
 Oxford (OXM) | 0.01% | 0% | 0.38% | 7/22/2025 |
 PepsiCo (PEP) | 0.01% | 0% | 0.38% | 6/10/2025 |
 Altria (MO) | 0.01% | 0% | 0.31% | 6/17/2025 |
 Franklin Resources (BEN) | 0.01% | 0% | 0.31% | 6/30/2025 |
 HP (HPQ) | 0% | 0% | 0.15% | 6/12/2025 |
 Federal Realty (FRT) | 0% | 0% | 0.15% | 7/2/2025 |
 Eastman Chemical (EMN) | 0% | 0% | 0.08% | 6/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| D.R. Horton (DHI) | 15.08% | 15.48% |
| Meta (META) | 3.35% | 13.64% |
| Western Alliance (WAL) | 8.38% | 10.71% |
| Vanguard S&P 500 ETF (VOO) | 11.73% | 10.45% |
| Williams-Sonoma (WSM) | 5.59% | 9.98% |
| Alphabet (GOOGL) | 8.38% | 9.43% |
| JD.com (JD.US) | 10.33% | 7.41% |
| Alibaba (BABA) | 10.33% | 6.59% |
| Inmode (INMD) | 11.17% | 6.29% |
| Crocs (CROX) | 8.38% | 5.64% |
| Gravity (GRVY) | 6.98% | 4.16% |