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Portfolio Diversification
Range
Most Diversified
19 instruments
May 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9.7 instruments
Most Consistent Holdings
Top 5
META99.57%
VOO99.5%
DG.US64.41%
GOOG62.55%
PAYC59.13%
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) | 54.43% | 22.46% | 99.57% | - |
| Alphabet (GOOG) | 9.29% | 26.77% | 62.55% | - |
| Vanguard S&P 500 ETF (VOO) | 6.42% | 5.71% | 99.5% | - |
| Dollar General (DG.US) | 3.83% | 4.17% | 64.41% | - |
 PayPal (PYPL) | 2.74% | 0% | 27.67% | 9/5/2024 |
 Alibaba (BABA) | 2.73% | 3.16% | 56.99% | - |
| Paycom (PAYC) | 2.72% | 2.08% | 59.13% | - |
 Visa (V) | 2.36% | 3.96% | 53.71% | - |
 Microsoft (MSFT) | 2% | 6.86% | 42.8% | - |
 ASML (ASML) | 1.96% | 9.35% | 37.73% | - |
 LVMH (MC.PA) | 1.38% | 3.43% | 34.81% | - |
 O'Reilly Auto (ORLY) | 0.87% | 1.45% | 51.57% | - |
 Alphabet (GOOGL) | 0.69% | 3.5% | 24.54% | - |
 Teleperformance (TEP.PA) | 0.68% | 0.36% | 53.71% | - |
 Domino's (DPZ) | 0.66% | 1.46% | 35.38% | - |
 3M (MMM) | 0.62% | 0% | 21.33% | 1/30/2025 |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.57% | 1.46% | 35.31% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.56% | 1.5% | 35.45% | - |
 UnitedHealth (UNH) | 0.23% | 0.92% | 22.82% | - |
 Mastercard (MA) | 0.17% | 0.67% | 25.46% | - |
 Hermes (RMS.PA) | 0.08% | 0.25% | 24.39% | - |
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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