Portfolio Diversification
Range
Most Diversified
20 instruments
August 12, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.6 instruments
Most Consistent Holdings
Top 5
META99.86%
GOOGL99.86%
BABA93.87%
DHI92.23%
VOO91.3%
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) | 17.22% | 8.19% | 99.86% | - |
| D.R. Horton (DHI) | 16.96% | 0% | 92.23% | 8/19/2025 |
| Alphabet (GOOGL) | 11.64% | 7.69% | 99.86% | - |
| Vanguard S&P 500 ETF (VOO) | 11% | 0% | 91.3% | 8/6/2025 |
| Alibaba (BABA) | 9.59% | 0% | 93.87% | 9/11/2025 |
 Western Alliance (WAL) | 5.44% | 0% | 63.48% | 11/14/2025 |
 Williams-Sonoma (WSM) | 4.64% | 0% | 56.42% | 8/6/2025 |
 JD.com (JD.US) | 4.24% | 0% | 55.63% | 8/13/2025 |
 Netflix (NFLX) | 3.27% | 0% | 35.31% | 7/21/2023 |
 Inmode (INMD) | 2.73% | 0% | 44.15% | 8/6/2025 |
 Gravity (GRVY) | 1.58% | 0% | 34.02% | 7/28/2025 |
 Crocs (CROX) | 1.38% | 0% | 25.89% | 10/30/2025 |
 Regeneron (REGN) | 0.95% | 0% | 15.12% | 10/11/2022 |
 Bitcoin (BTC) | 0.93% | 0% | 25.75% | 8/19/2025 |
 UnitedHealth (UNH) | 0.9% | 7.7% | 9.56% | - |
 Adobe (ADBE) | 0.83% | 7.87% | 8.49% | - |
 Global Ship Lease (GSL) | 0.77% | 8.12% | 13.98% | - |
 PayPal (PYPL) | 0.69% | 0% | 10.91% | 10/11/2022 |
 Lululemon (LULU) | 0.63% | 8.21% | 7.99% | - |
 iShares Gold Trust (IAU) | 0.63% | 7.94% | 8.2% | - |
 ASML (ASML) | 0.51% | 0% | 8.77% | 11/17/2025 |
 Emcor (EME) | 0.48% | 4.91% | 7.63% | - |
 Coca-Cola Consolidated (COKE) | 0.4% | 4.81% | 8.2% | - |
 Amazon (AMZN) | 0.39% | 0% | 5.14% | 3/14/2022 |
 Nice (NICE) | 0.38% | 7.96% | 7.92% | - |
 PDD Holdings (PDD) | 0.35% | 4.82% | 8.06% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.34% | 0% | 6.92% | 11/17/2025 |
 Deckers (DECK) | 0.11% | 8.58% | 1.21% | - |
 Neurocrine Biosciences (NBIX) | 0.11% | 0% | 3.21% | 9/11/2025 |
 BOGG (BGEO.L) | 0.08% | 5.02% | 1.28% | - |
 Centene (CNC) | 0.07% | 0% | 1.57% | 8/13/2025 |
 Novo-Nordisk (NVO) | 0.07% | 8.11% | 0.78% | - |
 BYD (01211.HK) | 0.05% | 0% | 1.93% | 9/23/2025 |
 Best Buy (BBY) | 0.05% | 0% | 1.57% | 6/26/2025 |
 TSMC (TSM) | 0.04% | 0% | 0.64% | 8/15/2025 |
 NVIDIA (NVDA) | 0.04% | 0% | 0.64% | 8/15/2025 |
 Gartner (IT) | 0.02% | 0% | 0.78% | 8/26/2025 |
 Pfizer (PFE) | 0.02% | 0% | 1% | 8/6/2025 |
 Stanley Black & Decker (SWK) | 0.01% | 0% | 0.5% | 6/5/2025 |
 MAA (MAA) | 0.01% | 0% | 0.43% | 7/17/2025 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.43% | 5/29/2025 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 0.43% | 7/8/2025 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.01% | 0% | 0.14% | 8/13/2025 |
 Oxford (OXM) | 0.01% | 0% | 0.36% | 7/22/2025 |
 PepsiCo (PEP) | 0.01% | 0% | 0.36% | 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% | 0.14% | 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
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% |