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Portfolio Diversification
Range
Most Diversified
19 instruments
May 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
10.3 instruments
Most Consistent Holdings
Top 5
META99.21%
VOO99.14%
DG.US66.56%
GOOG64.83%
PAYC61.66%
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) | 51.98% | 21.8% | 99.21% | - |
| Alphabet (GOOG) | 10.57% | 27.53% | 64.83% | - |
| Vanguard S&P 500 ETF (VOO) | 6.34% | 5.67% | 99.14% | - |
| Dollar General (DG.US) | 3.8% | 3.79% | 66.56% | - |
 Alibaba (BABA) | 2.72% | 2.66% | 59.67% | - |
| Paycom (PAYC) | 2.66% | 2.15% | 61.66% | - |
 PayPal (PYPL) | 2.55% | 0% | 25.7% | 9/5/2024 |
 ASML (ASML) | 2.52% | 11.1% | 41.79% | - |
 Visa (V) | 2.45% | 4.08% | 56.62% | - |
 Microsoft (MSFT) | 2.3% | 6.33% | 46.49% | - |
 LVMH (MC.PA) | 1.49% | 3.06% | 39.07% | - |
 O'Reilly Auto (ORLY) | 0.9% | 1.19% | 54.64% | - |
 Alphabet (GOOGL) | 0.9% | 3.59% | 29.54% | - |
 Domino's (DPZ) | 0.69% | 1.12% | 39.6% | - |
 Teleperformance (TEP.PA) | 0.66% | 0.35% | 56.62% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.62% | 1.41% | 39.54% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.62% | 1.51% | 39.67% | - |
 3M (MMM) | 0.58% | 0% | 19.8% | 1/30/2025 |
 UnitedHealth (UNH) | 0.29% | 1.26% | 27.95% | - |
 Mastercard (MA) | 0.2% | 0.63% | 30.4% | - |
 Hermes (RMS.PA) | 0.09% | 0.22% | 29.4% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 21.29% | 26% |
| Meta (META) | 10.26% | 21.47% |
| ASML (ASML) | 6.15% | 5.99% |
| Vanguard S&P 500 ETF (VOO) | 6.74% | 5.18% |
| Microsoft (MSFT) | 6.4% | 4.84% |
| LVMH (MC.PA) | 6.67% | 4.41% |
| Dollar General (DG.US) | 4.61% | 4.27% |
| Visa (V) | 5.65% | 4.21% |
| Alibaba (BABA) | 2.56% | 3.46% |
| Alphabet (GOOGL) | 2.56% | 3.37% |
| Paycom (PAYC) | 5.12% | 2.51% |
| Domino's (DPZ) | 2.56% | 1.5% |
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | 2.05% | 1.31% |
| iShares S&P Small-Cap 600 Value ETF (IJS) | 2.05% | 1.3% |
| O'Reilly Auto (ORLY) | 1.3% | 1.01% |
| UnitedHealth (UNH) | 1.28% | 1% |
| Mastercard (MA) | 1.02% | 0.71% |
| Teleperformance (TEP.PA) | 1.28% | 0.42% |
| Hermes (RMS.PA) | 0.51% | 0.29% |
Cash & Instruments Over Time
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