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Portfolio Diversification
Range
Most Diversified
100 instruments
July 6, 2024
Least Diversified
0 instruments
February 29, 2024
Average
50.6 instruments
Most Consistent Holdings
Top 5
NVDA91.53%
META90.08%
AVGO87.71%
MSFT79.65%
UBER76.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 27, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 9.55% | 10.82% | 91.53% | - |
| Microsoft (MSFT) | 7.09% | 9.98% | 79.65% | - |
 Amazon (AMZN) | 5.56% | 0% | 74.69% | 6/1/2026 |
| Meta (META) | 5.51% | 2.85% | 90.08% | - |
| Broadcom (AVGO) | 4.41% | 5.78% | 87.71% | - |
 TSMC (TSM) | 3.7% | 7.7% | 74.38% | - |
 Alphabet (GOOG) | 3.01% | 8.12% | 51.34% | - |
 Apple (AAPL) | 1.76% | 0% | 45.56% | 10/3/2025 |
 AMD (AMD) | 1.55% | 0% | 64.57% | 2/13/2026 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.49% | 0% | 22.62% | 9/22/2025 |
 Tesla (TSLA) | 1.48% | 0% | 42.15% | 2/23/2026 |
 Arista (ANET) | 1.35% | 2.24% | 67.36% | - |
 Caterpillar (CAT) | 1.29% | 3.54% | 67.46% | - |
 Netflix (NFLX) | 1.19% | 0% | 52.69% | 4/27/2026 |
 Eli Lilly (LLY) | 1.19% | 0% | 46.8% | 6/10/2026 |
 Oracle (ORCL) | 1.17% | 0% | 53.62% | 6/3/2026 |
 Palantir (PLTR) | 1.1% | 3.31% | 60.54% | - |
 Applied Materials (AMAT) | 1.08% | 0% | 73.45% | 6/24/2026 |
 Micron (MU) | 1.04% | 3.56% | 64.67% | - |
 Alphabet (GOOGL) | 0.99% | 0% | 20.14% | 12/19/2024 |
 ASML (ASML) | 0.98% | 0% | 60.12% | 3/3/2026 |
 GE Vernova (GEV) | 0.94% | 3.91% | 37.71% | - |
 iShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE) | 0.85% | 0% | 4.44% | 4/25/2024 |
 Goldman Sachs (GS) | 0.84% | 3.45% | 47.21% | - |
 JPMorgan (JPM) | 0.82% | 4.4% | 23.24% | - |
| Uber (UBER) | 0.78% | 0% | 76.86% | 6/30/2026 |
 Novo-Nordisk (NVO) | 0.77% | 0% | 50.31% | 9/29/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.75% | 0% | 13.74% | 9/22/2025 |
 Amphenol (APH) | 0.74% | 2.09% | 66.01% | - |
 Crowdstrike (CRWD) | 0.65% | 0% | 59.92% | 8/18/2026 |
 Costco (COST) | 0.64% | 0% | 16.84% | 4/13/2026 |
 KLA (KLAC) | 0.64% | 1.87% | 42.56% | - |
 Shopify (SHOP) | 0.61% | 1.4% | 66.84% | - |
 BlackStone (BX) | 0.61% | 0% | 51.65% | 5/19/2026 |
 Walmart (WMT) | 0.61% | 4.07% | 23.45% | - |
 Cloudflare (NET) | 0.58% | 1.7% | 24.9% | - |
 Lam Research (LRCX) | 0.57% | 2.01% | 51.86% | - |
 Vertiv (VRT) | 0.57% | 3.04% | 14.15% | - |
 UnitedHealth (UNH) | 0.56% | 0% | 26.55% | 5/29/2026 |
 Ethereum (ETH) | 0.55% | 0% | 36.36% | 9/19/2025 |
 Palo Alto Networks (PANW) | 0.53% | 0% | 74.69% | 6/2/2026 |
 Visa (V) | 0.52% | 0% | 21.8% | 12/9/2024 |
 iShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE) | 0.51% | 0% | 4.44% | 4/25/2024 |
 Mastercard (MA) | 0.5% | 0% | 22.31% | 6/17/2025 |
 Morgan Stanley (MS) | 0.48% | 0% | 44.32% | 2/13/2026 |
 Home Depot (HD) | 0.45% | 0% | 25.1% | 6/17/2025 |
 Hilton (HLT) | 0.4% | 0% | 17.46% | 10/23/2026 |
 Invesco QQQ (QQQ) | 0.38% | 0% | 5.68% | 12/17/2024 |
 KKR (KKR) | 0.38% | 0% | 53.1% | 6/21/2026 |
 Salesforce (CRM) | 0.38% | 0% | 35.33% | 9/4/2025 |
 PepsiCo (PEP) | 0.37% | 0% | 22.21% | 10/31/2024 |
 Eaton (ETN) | 0.36% | 0% | 57.02% | 3/9/2026 |
 Robinhood Markets Inc. (HOOD) | 0.35% | 0.59% | 44.83% | - |
 Monolithic Power (MPWR) | 0.35% | 1.33% | 50.21% | - |
 Constellation Energy (CEG) | 0.35% | 0% | 20.35% | 4/20/2026 |
 DoorDash (DASH.US) | 0.34% | 0.58% | 59.4% | - |
 Adobe (ADBE) | 0.33% | 0% | 25.62% | 11/18/2024 |
 ServiceNow (NOW) | 0.33% | 0% | 39.05% | 10/5/2026 |
 Quanta Services (PWR) | 0.33% | 1.98% | 35.33% | - |
 Intuitive Surgical (ISRG) | 0.33% | 0% | 31.4% | 3/9/2026 |
 American Express (AXP) | 0.33% | 0% | 22.93% | 5/13/2026 |
 BlackRock (BLK) | 0.33% | 0% | 25.1% | 5/19/2026 |
 Marriott (MAR) | 0.32% | 0% | 33.78% | 4/27/2026 |
 Berkshire Hathaway (BRK.B) | 0.31% | 0% | 7.44% | 3/6/2025 |
 Dell (DELL) | 0.3% | 0% | 55.58% | 6/5/2026 |
 Interactive Brokers Group (IBKR) | 0.28% | 1.44% | 24.69% | - |
 SoFi (SOFI) | 0.26% | 0.42% | 39.05% | - |
 Vistra (VST) | 0.25% | 0% | 27.89% | 5/8/2026 |
 Procter & Gamble (PG) | 0.23% | 0% | 13.84% | 4/24/2025 |
 Paccar (PCAR) | 0.23% | 0% | 41.94% | 7/7/2025 |
 Qualcomm (QCOM) | 0.21% | 0% | 17.67% | 12/27/2024 |
 Transdigm (TDG) | 0.21% | 0% | 34.71% | 7/7/2025 |
 Bank of America (BAC) | 0.2% | 0% | 18.8% | 7/8/2025 |
 Cigna (CI) | 0.2% | 0% | 28% | 5/6/2025 |
 Chipotle (CMG) | 0.19% | 0% | 33.68% | 7/2/2025 |
 Accenture (ACN) | 0.19% | 0% | 18.08% | 12/26/2024 |
 Union Pacific (UNP) | 0.19% | 0% | 24.59% | 12/27/2024 |
 Western Digital (WDC) | 0.19% | 1.25% | 11.57% | - |
 AstraZeneca (AZN.L) | 0.19% | 0% | 16.63% | 5/6/2025 |
 NXP (NXPI) | 0.18% | 0% | 44.21% | 7/25/2025 |
 Intuit (INTU) | 0.18% | 0% | 29.96% | 7/7/2025 |
 Lowe's (LOW) | 0.17% | 0% | 30.99% | 5/14/2025 |
 Airbnb (ABNB) | 0.16% | 0% | 21.69% | 1/7/2025 |
 Workday (WDAY) | 0.16% | 0% | 33.26% | 5/5/2025 |
 Royal Caribbean (RCL) | 0.15% | 0% | 30.06% | 2/17/2026 |
 Toyota (TM) | 0.15% | 0% | 14.57% | 5/14/2025 |
 United Rentals (URI) | 0.15% | 0% | 40.81% | 3/3/2026 |
 McDonald's (MCD) | 0.14% | 0% | 16.94% | 10/1/2024 |
 Novartis (NVS) | 0.14% | 0% | 16.12% | 5/5/2025 |
 Cadence (CDNS) | 0.14% | 0% | 9.81% | 6/24/2026 |
 AbbVie (ABBV) | 0.14% | 0% | 10.95% | 1/21/2025 |
 ITW (ITW) | 0.13% | 0% | 33.16% | 6/16/2025 |
 Stryker (SYK) | 0.13% | 0% | 26.34% | 7/7/2025 |
 Chubb (CB) | 0.12% | 0% | 19.94% | 5/6/2025 |
 TJX (TJX) | 0.12% | 0% | 8.37% | 4/13/2026 |
 Linde (LIN) | 0.12% | 0% | 10.23% | 12/27/2024 |
 Microchip (MCHP) | 0.12% | 0% | 41.32% | 8/11/2025 |
 Ares (ARES) | 0.12% | 0% | 21.28% | 9/12/2025 |
 Spotify (SPOT) | 0.12% | 0% | 20.56% | 7/29/2025 |
 Nebius Group NV (NBIS) | 0.11% | 0.64% | 13.33% | - |
 Amgen (AMGN) | 0.11% | 0% | 14.67% | 5/14/2025 |
 Texas Instruments (TXN) | 0.11% | 0% | 21.18% | 7/31/2025 |
 Brookfield (BAM) | 0.11% | 0% | 17.36% | 3/4/2026 |
 Santander (SAN.MC) | 0.1% | 0% | 0.21% | 2/28/2024 |
 Intel (INTC) | 0.1% | 0% | 15.08% | 8/8/2024 |
 Ecolab (ECL) | 0.1% | 0% | 21.9% | 6/27/2025 |
 Equinix (EQIX) | 0.1% | 0% | 22.11% | 2/12/2025 |
 Viking Holdings Ltd (VIK) | 0.1% | 0% | 4.96% | 4/22/2026 |
 CSX (CSX) | 0.1% | 0% | 16.22% | 1/6/2025 |
 Ross Stores (ROST) | 0.1% | 0% | 26.34% | 6/27/2025 |
 Hermes (RMS.PA) | 0.09% | 0% | 20.56% | 1/21/2025 |
 O'Reilly Auto (ORLY) | 0.09% | 0% | 19.01% | 1/14/2025 |
 Carrier (CARR) | 0.09% | 0% | 29.55% | 9/4/2025 |
 Renault (RNO.PA) | 0.09% | 0% | 6.1% | 1/6/2025 |
 LVMH (MC.PA) | 0.08% | 0% | 6.51% | 8/9/2024 |
 Fastenal (FAST) | 0.08% | 0% | 6.51% | 11/19/2024 |
 Trane (TT) | 0.08% | 0% | 25.52% | 9/12/2025 |
 Canadian Pacific (CP) | 0.08% | 0% | 17.98% | 12/27/2024 |
 MercadoLibre (MELI) | 0.08% | 0% | 23.45% | 3/4/2025 |
 IDEXX (IDXX) | 0.08% | 0% | 17.77% | 10/31/2024 |
 American Tower (AMT) | 0.08% | 0% | 17.36% | 5/13/2025 |
 Brookfield (BN.US) | 0.08% | 0% | 22.93% | 8/7/2025 |
 Marathon Petroleum (MPC) | 0.08% | 0% | 19.11% | 1/31/2025 |
 Colgate (CL) | 0.08% | 0% | 9.09% | 1/6/2025 |
 HCA (HCA) | 0.08% | 0% | 18.6% | 7/22/2025 |
 TotalEnergies (TTE.PA) | 0.07% | 0% | 8.26% | 12/27/2024 |
 Arthur J. Gallagher (AJG) | 0.07% | 0% | 14.36% | 2/14/2025 |
 Apollo (APO) | 0.07% | 0% | 19.01% | 9/17/2025 |
 Danaher (DHR) | 0.07% | 0% | 7.23% | 7/24/2024 |
 Honeywell (HON) | 0.07% | 0% | 11.67% | 6/17/2025 |
 Coca-Cola (KO) | 0.07% | 0% | 7.33% | 4/23/2025 |
 Cintas (CTAS) | 0.06% | 0% | 16.53% | 6/17/2025 |
 Progressive (PGR) | 0.06% | 0% | 7.44% | 2/27/2025 |
 Marvell (MRVL) | 0.06% | 0% | 6.51% | 12/9/2025 |
 Norfolk Southern (NSC) | 0.06% | 0% | 28.41% | 7/7/2025 |
 Sherwin-Williams (SHW) | 0.06% | 0% | 12.71% | 6/17/2025 |
 McKesson (MCK) | 0.06% | 0% | 17.46% | 5/14/2025 |
 Regeneron (REGN) | 0.06% | 0% | 7.44% | 12/26/2024 |
 Nu (NU) | 0.06% | 0% | 29.96% | 9/12/2025 |
 AppLovin (APP) | 0.06% | 0% | 11.05% | 6/12/2025 |
 Fiserv (FISV) | 0.06% | 0% | 17.25% | 7/24/2025 |
 Motorola (MSI) | 0.06% | 0% | 17.98% | 6/16/2025 |
 Vertex (VRTX) | 0.06% | 0% | 11.05% | 3/20/2025 |
 Synopsys (SNPS) | 0.05% | 0% | 15.81% | 8/26/2024 |
 CoStar (CSGP) | 0.05% | 0% | 16.94% | 12/27/2024 |
 Ferrari (RACE) | 0.05% | 0% | 8.16% | 2/26/2025 |
 Merck (MRK) | 0.05% | 0% | 12.81% | 1/6/2025 |
 AEP (AEP) | 0.05% | 0% | 11.47% | 3/3/2025 |
 General Dynamics (GD) | 0.04% | 0% | 9.09% | 5/6/2025 |
 NVR (NVR) | 0.04% | 0% | 21.49% | 7/7/2025 |
 Air Liquide (AI.PA) | 0.04% | 0% | 11.26% | 8/28/2024 |
 FedEx (FDX) | 0.04% | 0% | 7.13% | 1/6/2025 |
 IBM (IBM) | 0.04% | 0% | 5.58% | 1/13/2025 |
 CRH (CRH.L) | 0.04% | 0% | 18.8% | 7/18/2025 |
 Copart (CPRT) | 0.04% | 0% | 17.15% | 7/7/2025 |
 Vinci (DG.PA) | 0.04% | 0% | 8.47% | 9/25/2024 |
 Grainger (GWW) | 0.04% | 0% | 17.98% | 7/9/2025 |
 Lennar (LEN) | 0.04% | 0% | 22.93% | 7/7/2025 |
 Keurig Dr Pepper (KDP) | 0.04% | 0% | 14.98% | 5/5/2025 |
 Tractor Supply (TSCO) | 0.04% | 0% | 15.5% | 5/5/2025 |
 Carvana (CVNA) | 0.03% | 0% | 17.77% | 7/8/2025 |
 NextEra (NEE) | 0.03% | 0% | 7.02% | 12/27/2024 |
 EA (EA) | 0.03% | 0% | 20.35% | 5/6/2025 |
 PNC (PNC) | 0.03% | 0% | 12.09% | 5/5/2025 |
 Republic Services (RSG) | 0.03% | 0% | 7.64% | 3/12/2025 |
 Marsh & McLennan (MRSH) | 0.03% | 0% | 8.68% | 3/12/2025 |
 ConocoPhillips (COP) | 0.03% | 0% | 3% | 7/25/2024 |
 PSEG (PEG) | 0.03% | 0% | 19.32% | 7/14/2025 |
 Waste Connections (WCN) | 0.03% | 0% | 11.47% | 5/5/2025 |
 Deere (DE) | 0.03% | 1.57% | 1.96% | - |
 Air Products (APD) | 0.03% | 0% | 7.75% | 2/7/2025 |
 Gilead Sciences (GILD) | 0.03% | 0% | 6.3% | 7/23/2024 |
 Lockheed Martin (LMT) | 0.03% | 0% | 5.27% | 7/24/2024 |
 T-Mobile (TMUS) | 0.03% | 0% | 2.79% | 2/19/2025 |
 Roper (ROP) | 0.02% | 0% | 7.75% | 7/9/2024 |
 Travelers (TRV) | 0.02% | 0% | 9.4% | 5/5/2025 |
 CDW (CDW) | 0.02% | 0% | 10.95% | 8/9/2024 |
 Nike (NKE) | 0.02% | 0% | 4.65% | 7/18/2024 |
 US Foods (USFD) | 0.02% | 1.16% | 1.96% | - |
 General Mills (GIS) | 0.02% | 0% | 8.88% | 7/11/2024 |
 Waste Management (WM) | 0.02% | 0% | 5.48% | 3/5/2025 |
 Church & Dwight (CHD) | 0.02% | 0% | 8.57% | 3/5/2025 |
 Vulcan Materials (VMC) | 0.02% | 0% | 11.47% | 5/5/2025 |
 Northrop Grumman (NOC) | 0.02% | 0% | 7.23% | 7/11/2024 |
 Charles Schwab (SCHW) | 0.02% | 0% | 4.03% | 7/15/2024 |
 Safran (SAF.PA) | 0.02% | 0% | 3.62% | 8/9/2024 |
 Snowflake (SNOW) | 0.02% | 0% | 7.33% | 7/10/2024 |
 Take-Two (TTWO) | 0.02% | 0% | 10.74% | 7/11/2024 |
 Cardinal Health (CAH) | 0.02% | 0% | 11.47% | 1/21/2025 |
 CME Group (CME) | 0.02% | 0% | 6.3% | 7/11/2024 |
 Mondelez (MDLZ) | 0.02% | 0% | 10.54% | 7/8/2024 |
 Sui (SUI) | 0.02% | 0.84% | 1.96% | - |
 Cencora (COR) | 0.02% | 0% | 6.82% | 2/5/2025 |
 S&P Global (SPGI) | 0.02% | 0% | 4.75% | 5/5/2025 |
 Autozone (AZO) | 0.02% | 0% | 4.55% | 7/24/2024 |
 Infosys (INFY) | 0.02% | 0% | 5.58% | 7/18/2024 |
 Corteva (CTVA) | 0.02% | 0% | 5.79% | 2/3/2025 |
 Aon (AON) | 0.02% | 0% | 6.1% | 3/17/2025 |
 Stellantis (STLAM.MI) | 0.01% | 0% | 5.79% | 7/11/2024 |
 Zurich Insurance (ZURN.ZU) | 0.01% | 0% | 5.79% | 7/11/2024 |
 Parker-Hannifin (PH) | 0.01% | 0% | 3.93% | 2/4/2025 |
 Dominion Energy (D) | 0.01% | 0% | 7.23% | 7/11/2024 |
 3M (MMM) | 0.01% | 0% | 7.13% | 7/10/2024 |
 Inditex (ITX.MC) | 0.01% | 0% | 4.86% | 7/11/2024 |
 Humana (HUM) | 0.01% | 0% | 5.06% | 7/11/2024 |
 Zoetis (ZTS) | 0.01% | 0% | 5.58% | 7/11/2024 |
 L3Harris (LHX) | 0.01% | 0% | 4.75% | 1/7/2025 |
 Lululemon (LULU) | 0.01% | 0% | 7.64% | 7/8/2024 |
 Autodesk (ADSK) | 0.01% | 0% | 3.72% | 7/11/2024 |
 Hess (HES) | 0.01% | 0% | 4.24% | 7/10/2024 |
 Cognizant (CTSH) | 0.01% | 0% | 5.06% | 7/11/2024 |
 ICE (ICE) | 0.01% | 0% | 2.79% | 2/18/2025 |
 Supermicro (SMCI) | 0.01% | 0% | 5.68% | 7/11/2024 |
 Compass Group (CPG.L) | 0.01% | 0% | 3.62% | 7/11/2024 |
 Phillips 66 (PSX) | 0.01% | 0% | 7.64% | 7/8/2024 |
 Capgemini (CAP.PA) | 0.01% | 0% | 5.99% | 7/8/2024 |
 Block Inc. (XYZ) | 0.01% | 0% | 10.12% | 7/5/2024 |
 Veeva (VEEV) | 0.01% | 0% | 5.99% | 7/8/2024 |
 Constellation Brands (STZ) | 0.01% | 0% | 5.27% | 7/8/2024 |
 Gartner (IT) | 0.01% | 0% | 2.69% | 2/10/2025 |
 ADM (ADM) | 0.01% | 0% | 3.72% | 7/11/2024 |
 Nucor (NUE) | 0.01% | 0% | 7.44% | 7/8/2024 |
 PDD Holdings (PDD) | 0.01% | 0% | 3% | 5/29/2024 |
 DTE Energy (DTE) | 0.01% | 0% | 3.93% | 7/11/2024 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 0.1% | 9/18/2025 |
 IQVIA (IQV) | 0% | 0% | 7.64% | 7/8/2024 |
 Enel (ENEL.MI) | 0% | 0% | 2.58% | 5/17/2024 |
 Welltower (WELL.US) | 0% | 0% | 1.03% | 4/29/2024 |
 Raytheon (RTX) | 0% | 2.37% | 0.1% | - |
 FICO (FICO) | 0% | 0% | 0.93% | 1/21/2025 |
 Pinterest (PINS) | 0% | 0% | 1.55% | 5/14/2024 |
 Trade Desk (TTD) | 0% | 0% | 0.31% | 1/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 10.18% | 9.7% |
| Microsoft (MSFT) | 10.17% | 9.53% |
| Meta (META) | 8.14% | 8.22% |
| Amazon (AMZN) | 8.16% | 7.73% |
| Broadcom (AVGO) | 7.11% | 6.95% |
| TSMC (TSM) | 6.1% | 6.27% |
| Tesla (TSLA) | 4.17% | 4.26% |
| Palantir (PLTR) | 2.8% | 2.81% |
| AMD (AMD) | 2.26% | 2.63% |
| ASML (ASML) | 2.09% | 2.47% |
| Oracle (ORCL) | 3.52% | 2.37% |
| Micron (MU) | 1.26% | 2.23% |
| Netflix (NFLX) | 2.29% | 1.95% |
| Goldman Sachs (GS) | 1.5% | 1.88% |
| Caterpillar (CAT) | 1.5% | 1.82% |
| Applied Materials (AMAT) | 1.5% | 1.79% |
| Morgan Stanley (MS) | 1.45% | 1.76% |
| Shopify (SHOP) | 1.51% | 1.6% |
| American Express (AXP) | 1.45% | 1.56% |
| BlackStone (BX) | 1.69% | 1.54% |
| Intuitive Surgical (ISRG) | 1.29% | 1.45% |
| Arista (ANET) | 1.5% | 1.43% |
| Uber (UBER) | 1.45% | 1.37% |
| BlackRock (BLK) | 1.45% | 1.34% |
| Lam Research (LRCX) | 0.72% | 1.08% |
| KKR (KKR) | 1.13% | 1.07% |
| Constellation Energy (CEG) | 1.01% | 1.04% |
| Amphenol (APH) | 0.72% | 1% |
| Interactive Brokers Group (IBKR) | 1.01% | 0.98% |
| SoFi (SOFI) | 0.96% | 0.91% |
| Palo Alto Networks (PANW) | 0.96% | 0.89% |
| DoorDash (DASH.US) | 1.01% | 0.88% |
| Robinhood Markets Inc. (HOOD) | 0.8% | 0.83% |
| Crowdstrike (CRWD) | 0.8% | 0.82% |
| GE Vernova (GEV) | 0.8% | 0.81% |
| Eaton (ETN) | 0.88% | 0.78% |
| Royal Caribbean (RCL) | 0.8% | 0.69% |
| Brookfield (BAM) | 0.72% | 0.67% |
| Vistra (VST) | 0.8% | 0.64% |
| Dell (DELL) | 0.64% | 0.58% |
| United Rentals (URI) | 0.4% | 0.41% |
Cash & Instruments Over Time
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