Portfolio Diversification
Range
Most Diversified
16 instruments
November 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6.7 instruments
Most Consistent Holdings
Top 5
META99.9%
VOO99.81%
DG.US53%
GOOG50.52%
PAYC45.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 3, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 64.68% | 22.84% | 99.9% | - |
| Vanguard S&P 500 ETF (VOO) | 6.81% | 5.59% | 99.81% | - |
| Alphabet (GOOG) | 5.14% | 17.76% | 50.52% | - |
| Dollar General (DG.US) | 3.77% | 4.18% | 53% | - |
 PayPal (PYPL) | 3.66% | 0% | 36.92% | 9/5/2024 |
| Paycom (PAYC) | 2.52% | 4.78% | 45.96% | - |
 Alibaba (BABA) | 2.45% | 3.59% | 43.1% | - |
 Visa (V) | 1.7% | 5.09% | 38.73% | - |
 Microsoft (MSFT) | 0.87% | 5.15% | 24.17% | - |
 3M (MMM) | 0.83% | 0% | 28.45% | 1/30/2025 |
 O'Reilly Auto (ORLY) | 0.78% | 1.43% | 35.87% | - |
 Teleperformance (TEP.PA) | 0.73% | 0.9% | 38.73% | - |
 ASML (ASML) | 0.6% | 5.02% | 17.41% | - |
 LVMH (MC.PA) | 0.56% | 4.56% | 13.51% | - |
 Domino's (DPZ) | 0.33% | 2.34% | 14.27% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.3% | 1.55% | 14.27% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.3% | 1.41% | 14.37% | - |
 Mastercard (MA) | 0% | 0.46% | 1.05% | - |
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% |