Portfolio Diversification
Range
Most Diversified
19 instruments
May 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9 instruments
Most Consistent Holdings
Top 5
META99.62%
VOO99.54%
DG.US61.81%
GOOG59.82%
PAYC56.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 3, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 56.91% | 21.44% | 99.62% | - |
| Alphabet (GOOG) | 8.04% | 25.89% | 59.82% | - |
| Vanguard S&P 500 ETF (VOO) | 6.52% | 5.21% | 99.54% | - |
| Dollar General (DG.US) | 3.78% | 4.4% | 61.81% | - |
 PayPal (PYPL) | 2.95% | 0% | 29.75% | 9/5/2024 |
| Paycom (PAYC) | 2.77% | 2.51% | 56.13% | - |
 Alibaba (BABA) | 2.67% | 3.56% | 53.83% | - |
 Visa (V) | 2.24% | 4.21% | 50.31% | - |
 Microsoft (MSFT) | 1.75% | 4.84% | 38.57% | - |
 ASML (ASML) | 1.5% | 5.95% | 33.13% | - |
 LVMH (MC.PA) | 1.2% | 4.32% | 29.98% | - |
 O'Reilly Auto (ORLY) | 0.86% | 1.01% | 48.01% | - |
 Teleperformance (TEP.PA) | 0.7% | 0.41% | 50.31% | - |
 3M (MMM) | 0.67% | 0% | 22.93% | 1/30/2025 |
 Domino's (DPZ) | 0.61% | 1.51% | 30.6% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.51% | 1.33% | 30.52% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.5% | 1.32% | 30.67% | - |
 Alphabet (GOOGL) | 0.49% | 3.35% | 18.94% | - |
 UnitedHealth (UNH) | 0.18% | 0.99% | 17.1% | - |
 Mastercard (MA) | 0.13% | 0.71% | 19.94% | - |
 Hermes (RMS.PA) | 0.06% | 0.28% | 18.79% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 16.27% | 35.76% |
| Alphabet (GOOG) | 16.2% | 14.36% |
| Paycom (PAYC) | 8.55% | 6.18% |
| Visa (V) | 7.72% | 6.04% |
| Vanguard S&P 500 ETF (VOO) | 6.98% | 5.48% |
| Dollar General (DG.US) | 7.7% | 4.67% |
| Microsoft (MSFT) | 5.56% | 4.11% |
| LVMH (MC.PA) | 5.15% | 4.01% |
| Alibaba (BABA) | 4.28% | 3.83% |
| ASML (ASML) | 4.71% | 3.5% |
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | 3.42% | 2.39% |
| iShares S&P Small-Cap 600 Value ETF (IJS) | 3.42% | 2.39% |
| Domino's (DPZ) | 3.42% | 2.3% |
| 3M (MMM) | 2.14% | 2.14% |
| O'Reilly Auto (ORLY) | 2.18% | 1.67% |
| Teleperformance (TEP.PA) | 2.14% | 1.19% |