Portfolio Diversification
Range
Most Diversified
20 instruments
August 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.5 instruments
Most Consistent Holdings
Top 5
META99.85%
GOOGL99.85%
BABA97.05%
DHI95.35%
VOO94.4%
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) | 17.54% | 0% | 99.85% | 10/19/2025 |
| D.R. Horton (DHI) | 17.54% | 0% | 95.35% | 8/19/2025 |
| Alphabet (GOOGL) | 11.77% | 0% | 99.85% | 10/19/2025 |
| Vanguard S&P 500 ETF (VOO) | 11.37% | 0% | 94.4% | 8/6/2025 |
| Alibaba (BABA) | 9.91% | 0% | 97.05% | 9/11/2025 |
 Western Alliance (WAL) | 5.53% | 0% | 63.79% | 10/19/2025 |
 Williams-Sonoma (WSM) | 4.8% | 0% | 58.33% | 8/6/2025 |
 JD.com (JD.US) | 4.38% | 0% | 57.52% | 8/13/2025 |
 Netflix (NFLX) | 3.38% | 0% | 36.5% | 7/21/2023 |
 Inmode (INMD) | 2.82% | 0% | 45.65% | 8/6/2025 |
 Gravity (GRVY) | 1.64% | 0% | 35.18% | 7/28/2025 |
 Crocs (CROX) | 1.39% | 0% | 26.03% | 10/19/2025 |
 Regeneron (REGN.RTH.) | 0.98% | 0% | 15.63% | 10/11/2022 |
 Bitcoin (BTC) | 0.96% | 0% | 26.62% | 8/19/2025 |
 PayPal (PYPL) | 0.71% | 0% | 11.28% | 10/11/2022 |
 UnitedHealth (UNH) | 0.62% | 0% | 6.49% | 10/19/2025 |
 Adobe (ADBE) | 0.55% | 0% | 5.38% | 10/19/2025 |
 Global Ship Lease (GSL) | 0.51% | 0% | 11.06% | 10/19/2025 |
 ASML (ASML.RTH.) | 0.41% | 0% | 7.01% | 10/19/2025 |
 Amazon (AMZN) | 0.4% | 0% | 5.31% | 3/14/2022 |
 iShares Gold Trust (IAU) | 0.4% | 0% | 5.09% | 10/19/2025 |
 Lululemon (LULU) | 0.33% | 0% | 4.87% | 10/19/2025 |
 Emcor (EME) | 0.28% | 0% | 4.5% | 10/19/2025 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.25% | 0% | 5.09% | 10/19/2025 |
 Coca-Cola Consolidated (COKE) | 0.24% | 0% | 5.09% | 10/19/2025 |
 PDD Holdings (PDD.RTH.) | 0.19% | 0% | 4.94% | 10/19/2025 |
 Nice (NICE) | 0.19% | 0% | 4.79% | 10/19/2025 |
 Neurocrine Biosciences (NBIX) | 0.11% | 0% | 3.32% | 9/11/2025 |
 Centene (CNC) | 0.07% | 0% | 1.62% | 8/13/2025 |
 BYD (01211.HK) | 0.05% | 0% | 1.99% | 9/23/2025 |
 Best Buy (BBY) | 0.05% | 0% | 1.62% | 6/26/2025 |
 TSMC (TSM) | 0.05% | 0% | 0.66% | 8/15/2025 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.66% | 8/15/2025 |
 Gartner (IT) | 0.02% | 0% | 0.81% | 8/26/2025 |
 Pfizer (PFE) | 0.02% | 0% | 1.03% | 8/6/2025 |
 Stanley Black & Decker (SWK) | 0.01% | 0% | 0.52% | 6/5/2025 |
 MAA (MAA) | 0.01% | 0% | 0.44% | 7/17/2025 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.44% | 5/29/2025 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 0.44% | 7/8/2025 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.01% | 0% | 0.15% | 8/13/2025 |
 Oxford (OXM) | 0.01% | 0% | 0.37% | 7/22/2025 |
 PepsiCo (PEP) | 0.01% | 0% | 0.37% | 6/10/2025 |
 Altria (MO) | 0.01% | 0% | 0.29% | 6/17/2025 |
 Franklin Resources (BEN) | 0.01% | 0% | 0.29% | 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% | 0.07% | 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% |