Portfolio Diversification
Range
Most Diversified
20 instruments
April 9, 2025
Least Diversified
0 instruments
December 1, 2022
Average
9.6 instruments
Most Consistent Holdings
Top 5
MSFT47.65%
NVDA42.64%
AMZN38.7%
META38.17%
TSM29.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 10.76% | 0% | 25.59% | 8/18/2023 |
 Bitcoin (BTC) | 9.26% | 0% | 15.78% | 12/16/2023 |
| Microsoft (MSFT) | 9.25% | 4.58% | 47.65% | - |
| Meta (META) | 3.22% | 0% | 38.17% | 3/10/2025 |
| NVIDIA (NVDA) | 3.05% | 4.85% | 42.64% | - |
| Amazon (AMZN) | 2.94% | 4.46% | 38.7% | - |
 Tesla (TSLA) | 2.81% | 0% | 12.9% | 8/18/2023 |
 Alphabet (GOOGL) | 2.16% | 0% | 28.68% | 3/3/2025 |
| TSMC (TSM) | 1.78% | 4.92% | 29.85% | - |
 Broadcom (AVGO) | 1.67% | 0% | 26.01% | 3/3/2025 |
 Arista (ANET) | 1.63% | 0% | 26.65% | 3/10/2025 |
 Eli Lilly (LLY) | 1.52% | 0% | 23.77% | 9/30/2024 |
 Adobe (ADBE) | 1.26% | 0% | 11.09% | 4/1/2024 |
 Netflix (NFLX) | 1.23% | 0% | 18.44% | 3/3/2025 |
 Visa (V) | 1.19% | 0% | 14.61% | 4/7/2025 |
 T-Mobile (TMUS) | 1.13% | 0% | 18.55% | 5/5/2025 |
 Intuitive Surgical (ISRG) | 0.81% | 0% | 12.69% | 2/3/2025 |
 Costco (COST) | 0.79% | 0% | 11.83% | 9/3/2024 |
 Salesforce (CRM) | 0.79% | 0% | 9.28% | 3/3/2025 |
 JPMorgan (JPM) | 0.77% | 0% | 10.66% | 3/3/2025 |
 Interactive Brokers (IBKR) | 0.74% | 4.94% | 13.22% | - |
 ServiceNow (NOW) | 0.71% | 0% | 10.87% | 1/6/2025 |
 Mastercard (MA) | 0.7% | 0% | 12.79% | 5/5/2025 |
 Emcor (EME) | 0.67% | 0% | 10.45% | 2/3/2025 |
 Philip Morris (PM) | 0.66% | 4.71% | 12.69% | - |
 Comfort Systems USA (FIX) | 0.65% | 0% | 9.59% | 2/3/2025 |
 ARM (ARM) | 0.64% | 0% | 10.45% | 1/6/2025 |
 Walmart (WMT) | 0.63% | 0% | 9.81% | 2/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.63% | 0% | 9.49% | 6/3/2024 |
 MercadoLibre (MELI) | 0.61% | 0% | 9.81% | 9/3/2024 |
 Palo Alto Networks (PANW) | 0.6% | 0% | 9.81% | 12/2/2024 |
 Progressive (PGR) | 0.5% | 0% | 8.96% | 5/5/2025 |
 TJX (TJX) | 0.49% | 0% | 9.7% | 6/9/2025 |
 CME Group (CME) | 0.49% | 0% | 9.7% | 6/9/2025 |
 United Therapeutics (UTHR) | 0.44% | 0% | 6.72% | 3/3/2025 |
 Shopify (SHOP) | 0.43% | 0% | 7.04% | 1/6/2025 |
 Applied Materials (AMAT) | 0.43% | 0% | 6.18% | 7/1/2024 |
 W. R. Berkley (WRB.US) | 0.42% | 0% | 9.59% | 6/9/2025 |
 Apollo (APO) | 0.41% | 0% | 6.4% | 2/3/2025 |
 Welltower (WELL) | 0.41% | 0% | 7.46% | 6/9/2025 |
 Sea (SE) | 0.41% | 0% | 5.97% | 3/3/2025 |
 Qualcomm (QCOM) | 0.4% | 0% | 6.72% | 9/3/2024 |
 Apple (AAPL) | 0.38% | 0% | 3.3% | 2/2/2024 |
 Swiss Re (SREN.ZU) | 0.38% | 0% | 7.57% | 6/10/2025 |
 Gilead Sciences (GILD) | 0.34% | 0% | 6.72% | 5/5/2025 |
 Linde (LIN) | 0.33% | 0% | 4.48% | 4/1/2024 |
 Intuit (INTU) | 0.33% | 4.42% | 5.97% | - |
 Vertex (VRTX) | 0.33% | 0% | 7.25% | 6/9/2025 |
 Coca-Cola (KO) | 0.32% | 0% | 6.72% | 6/9/2025 |
 Fox (FOX) | 0.31% | 0% | 6.72% | 6/9/2025 |
 BYD (01211.HK) | 0.31% | 0% | 6.61% | 6/9/2025 |
 ICE (ICE) | 0.3% | 0% | 6.61% | 6/9/2025 |
 Abbott (ABT) | 0.3% | 0% | 6.72% | 6/9/2025 |
 Cboe (CBOE) | 0.29% | 0% | 6.72% | 6/9/2025 |
 Fortinet (FTNT) | 0.29% | 0% | 4.48% | 3/10/2025 |
 Spotify (SPOT) | 0.26% | 4.5% | 5.86% | - |
 Vertiv (VRT) | 0.26% | 0% | 3.62% | 11/4/2024 |
 Trade Desk (TTD) | 0.24% | 0% | 3.84% | 1/6/2025 |
 Oracle (ORCL) | 0.23% | 0% | 3.62% | 11/4/2024 |
 AMD (AMD) | 0.23% | 0% | 3.41% | 6/3/2024 |
 Eaton (ETN) | 0.23% | 0% | 3.2% | 5/1/2024 |
 NVR (NVR) | 0.22% | 0% | 3.62% | 11/4/2024 |
 Walgreens (WBA) | 0.22% | 0% | 3.41% | 6/3/2024 |
 PDD Holdings (PDD) | 0.21% | 0% | 3.73% | 4/7/2025 |
 Insulet (PODD) | 0.21% | 0% | 3.73% | 4/7/2025 |
 Synopsys (SNPS) | 0.21% | 0% | 3.2% | 5/1/2024 |
 Boston Scientific (BSX.US) | 0.21% | 0% | 3.73% | 4/7/2025 |
 Alibaba (BABA) | 0.21% | 0% | 3.73% | 4/7/2025 |
 Micron (MU) | 0.2% | 0% | 3.73% | 6/9/2025 |
 Quest Diagnostics (DGX) | 0.2% | 0% | 2.99% | 3/3/2025 |
 Entergy (ETR) | 0.2% | 0% | 2.99% | 3/3/2025 |
 Sprouts (SFM) | 0.2% | 0% | 2.99% | 12/2/2024 |
 LPL Financial (LPLA.US) | 0.2% | 0% | 3.73% | 4/7/2025 |
 ASM (ASM.NV) | 0.2% | 0% | 2.99% | 7/1/2024 |
 Boeing (BA) | 0.2% | 0% | 3.41% | 6/3/2024 |
 Toyota (TM) | 0.2% | 0% | 2.88% | 4/1/2024 |
 HubSpot (HUBS) | 0.2% | 0% | 2.99% | 2/3/2025 |
 Motorola (MSI) | 0.19% | 0% | 2.99% | 2/3/2025 |
 Discover (DFS) | 0.19% | 0% | 2.99% | 3/3/2025 |
 BlackStone (BX) | 0.19% | 0% | 2.99% | 2/3/2025 |
 GM (GM) | 0.19% | 0% | 2.88% | 12/2/2024 |
 Deckers (DECK) | 0.19% | 0% | 2.99% | 2/3/2025 |
 Arch Capital (ACGL) | 0.19% | 0% | 2.99% | 7/1/2024 |
 Axon (AXON) | 0.18% | 0% | 2.99% | 3/3/2025 |
 Crowdstrike (CRWD) | 0.18% | 0% | 3.3% | 8/1/2024 |
 Wheaton Precious Metals (WPM) | 0.18% | 0% | 3.73% | 6/9/2025 |
 Jack Henry (JKHY) | 0.17% | 0% | 2.99% | 12/2/2024 |
 DTE Energy (DTE) | 0.17% | 0% | 3.73% | 6/9/2025 |
 WEC Energy (WEC) | 0.17% | 0% | 3.73% | 6/9/2025 |
 Wipro (WIT) | 0.17% | 0% | 3.73% | 6/9/2025 |
 BlackRock (BLK) | 0.17% | 0% | 2.88% | 4/1/2024 |
 Verisign (VRSN) | 0.17% | 0% | 3.73% | 6/9/2025 |
 Howmet Aerospace (HWM) | 0.17% | 0% | 2.99% | 4/7/2025 |
 Booking (BKNG) | 0.16% | 0% | 1.6% | 1/2/2024 |
 AbbVie (ABBV) | 0.16% | 0% | 3.73% | 6/9/2025 |
 General Dynamics (GD) | 0.16% | 0% | 1.6% | 1/2/2024 |
 Analog Devices (ADI) | 0.14% | 5.05% | 2.88% | - |
 FedEx (FDX) | 0.14% | 0% | 1.6% | 1/2/2024 |
 KLA (KLAC) | 0.14% | 4.82% | 2.99% | - |
 Lam Research (LRCX) | 0.14% | 4.84% | 2.99% | - |
 Disney (DIS) | 0.14% | 4.65% | 2.99% | - |
 Cencora (COR) | 0.14% | 4.51% | 2.99% | - |
 Quanta Services (PWR) | 0.14% | 4.69% | 2.99% | - |
 Amphenol (APH) | 0.14% | 4.64% | 2.99% | - |
 NetEase (NTES) | 0.13% | 4.42% | 2.99% | - |
 Trane (TT) | 0.13% | 4.42% | 2.99% | - |
 Dr. Reddy's (RDY) | 0.13% | 4.18% | 2.99% | - |
 ICICI Bank (IBN) | 0.13% | 0% | 2.99% | 5/5/2025 |
 Broadridge (BR) | 0.13% | 0% | 2.99% | 5/5/2025 |
 DoorDash (DASH.US) | 0.13% | 0% | 2.99% | 5/5/2025 |
 Mitsubishi UFJ (MUFG) | 0.13% | 0% | 2.99% | 5/5/2025 |
 EssilorLuxottica (EL.PA) | 0.12% | 4.04% | 2.88% | - |
 SAP (SAP.DE) | 0.12% | 4.16% | 2.88% | - |
 Leidos (LDOS) | 0.12% | 0% | 2.88% | 9/30/2024 |
 Nisource (NI) | 0.12% | 0% | 2.99% | 5/5/2025 |
 Garmin (GRMN) | 0.12% | 0% | 2.88% | 9/30/2024 |
 Amgen (AMGN) | 0.12% | 0% | 2.99% | 5/5/2025 |
 Diamondback (FANG) | 0.12% | 0% | 2.88% | 9/30/2024 |
 Best Buy (BBY) | 0.11% | 0% | 2.99% | 5/5/2025 |
 AeroVironment (AVAV) | 0.11% | 0% | 2.88% | 9/30/2024 |
 UnitedHealth (UNH) | 0.11% | 0% | 2.99% | 5/5/2025 |
 Sony (SONY) | 0.05% | 0% | 0.75% | 3/10/2025 |
 AppLovin (APP) | 0.04% | 0% | 0.75% | 3/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 6.59% | 8.76% |
| TSMC (TSM) | 6.34% | 6.78% |
| Amazon (AMZN) | 6.32% | 6.7% |
| United Therapeutics (UTHR) | 7% | 6.67% |
| Welltower (WELL) | 7.08% | 6.67% |
| Fortinet (FTNT) | 6.79% | 6.62% |
| NVIDIA (NVDA) | 5.84% | 6.62% |
| Walmart (WMT) | 6.78% | 6.59% |
| ServiceNow (NOW) | 6.63% | 6.57% |
| Interactive Brokers (IBKR) | 7.06% | 6.57% |
| Meta (META) | 6.24% | 6.56% |
| Shopify (SHOP) | 6.65% | 6.29% |
| Emcor (EME) | 6.96% | 6.25% |
| ARM (ARM) | 6.83% | 6.13% |
| Trade Desk (TTD) | 6.65% | 5.95% |