Portfolio Diversification
Range
Most Diversified
20 instruments
April 9, 2025
Least Diversified
0 instruments
December 1, 2022
Average
9 instruments
Most Consistent Holdings
Top 5
MSFT47.03%
NVDA41.75%
META40.18%
AMZN37.6%
GOOGL30.19%
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) | 11.33% | 0% | 26.94% | 8/18/2023 |
 Bitcoin (BTC) | 9.75% | 0% | 16.61% | 12/16/2023 |
| Microsoft (MSFT) | 9.59% | 0% | 47.03% | 11/4/2024 |
| Meta (META) | 3.39% | 0% | 40.18% | 3/10/2025 |
| NVIDIA (NVDA) | 3.06% | 0% | 41.75% | 3/10/2025 |
 Tesla (TSLA) | 2.95% | 0% | 13.58% | 8/18/2023 |
| Amazon (AMZN) | 2.95% | 0% | 37.6% | 2/3/2025 |
| Alphabet (GOOGL) | 2.27% | 0% | 30.19% | 3/3/2025 |
 Broadcom (AVGO) | 1.76% | 0% | 27.38% | 3/3/2025 |
 TSMC (TSM) | 1.73% | 0% | 28.28% | 3/10/2025 |
 Arista (ANET) | 1.72% | 0% | 28.06% | 3/10/2025 |
 Eli Lilly (LLY) | 1.6% | 0% | 25.03% | 9/30/2024 |
 Adobe (ADBE) | 1.33% | 0% | 11.67% | 4/1/2024 |
 Netflix (NFLX) | 1.29% | 0% | 19.42% | 3/3/2025 |
 Visa (V) | 1.25% | 0% | 15.38% | 4/7/2025 |
 T-Mobile (TMUS) | 1.19% | 0% | 19.53% | 5/5/2025 |
 Intuitive Surgical (ISRG) | 0.85% | 0% | 13.36% | 2/3/2025 |
 Costco (COST) | 0.84% | 0% | 12.46% | 9/3/2024 |
 Salesforce (CRM) | 0.84% | 0% | 9.76% | 3/3/2025 |
 JPMorgan (JPM) | 0.81% | 0% | 11.22% | 3/3/2025 |
 ServiceNow (NOW) | 0.75% | 0% | 11.45% | 1/6/2025 |
 Mastercard (MA) | 0.73% | 0% | 13.47% | 5/5/2025 |
 Emcor (EME) | 0.7% | 0% | 11% | 2/3/2025 |
 Comfort Systems USA (FIX) | 0.69% | 0% | 10.1% | 2/3/2025 |
 ARM (ARM) | 0.68% | 0% | 11% | 1/6/2025 |
 Walmart (WMT) | 0.67% | 0% | 10.33% | 2/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.67% | 0% | 9.99% | 6/3/2024 |
 MercadoLibre (MELI) | 0.64% | 0% | 10.33% | 9/3/2024 |
 Interactive Brokers (IBKR) | 0.64% | 0% | 10.77% | 1/6/2025 |
 Palo Alto Networks (PANW) | 0.63% | 0% | 10.33% | 12/2/2024 |
 Progressive (PGR) | 0.53% | 0% | 9.43% | 5/5/2025 |
 United Therapeutics (UTHR) | 0.46% | 0% | 7.07% | 3/3/2025 |
 Shopify (SHOP) | 0.46% | 0% | 7.41% | 1/6/2025 |
 Applied Materials (AMAT) | 0.45% | 0% | 6.51% | 7/1/2024 |
 Apollo (APO) | 0.43% | 0% | 6.73% | 2/3/2025 |
 Philip Morris (PM) | 0.43% | 4.79% | 8.08% | - |
 Sea (SE) | 0.43% | 0% | 6.29% | 3/3/2025 |
 TJX (TJX) | 0.42% | 4.74% | 8.08% | - |
 Qualcomm (QCOM) | 0.42% | 0% | 7.07% | 9/3/2024 |
 CME Group (CME) | 0.42% | 4.52% | 8.08% | - |
 Apple (AAPL) | 0.4% | 0% | 3.48% | 2/2/2024 |
 Gilead Sciences (GILD) | 0.36% | 0% | 7.07% | 5/5/2025 |
 Linde (LIN) | 0.35% | 0% | 4.71% | 4/1/2024 |
 W. R. Berkley (WRB.US) | 0.34% | 4.65% | 7.97% | - |
 Welltower (WELL) | 0.33% | 4.57% | 5.72% | - |
 Fortinet (FTNT) | 0.31% | 0% | 4.71% | 3/10/2025 |
 Swiss Re (SREN.ZU) | 0.3% | 4.48% | 5.72% | - |
 Vertiv (VRT) | 0.27% | 0% | 3.82% | 11/4/2024 |
 Vertex (VRTX) | 0.26% | 4.03% | 5.5% | - |
 Trade Desk (TTD) | 0.25% | 0% | 4.04% | 1/6/2025 |
 Oracle (ORCL) | 0.25% | 0% | 3.82% | 11/4/2024 |
 Coca-Cola (KO) | 0.24% | 4.55% | 4.94% | - |
 AMD (AMD) | 0.24% | 0% | 3.59% | 6/3/2024 |
 Eaton (ETN) | 0.24% | 0% | 3.37% | 5/1/2024 |
 NVR (NVR) | 0.23% | 0% | 3.82% | 11/4/2024 |
 Walgreens (WBA) | 0.23% | 0% | 3.59% | 6/3/2024 |
 PDD Holdings (PDD) | 0.22% | 0% | 3.93% | 4/7/2025 |
 Insulet (PODD) | 0.22% | 0% | 3.93% | 4/7/2025 |
 BYD (01211.HK) | 0.22% | 5.12% | 4.83% | - |
 Synopsys (SNPS) | 0.22% | 0% | 3.37% | 5/1/2024 |
 Fox (FOX) | 0.22% | 5.32% | 4.94% | - |
 Boston Scientific (BSX.US) | 0.22% | 0% | 3.93% | 4/7/2025 |
 Alibaba (BABA) | 0.22% | 0% | 3.93% | 4/7/2025 |
 Abbott (ABT) | 0.22% | 4.65% | 4.94% | - |
 ICE (ICE) | 0.21% | 4.6% | 4.83% | - |
 Quest Diagnostics (DGX) | 0.21% | 0% | 3.14% | 3/3/2025 |
 Entergy (ETR) | 0.21% | 0% | 3.14% | 3/3/2025 |
 Sprouts (SFM) | 0.21% | 0% | 3.14% | 12/2/2024 |
 LPL Financial (LPLA.US) | 0.21% | 0% | 3.93% | 4/7/2025 |
 ASM (ASM.NV) | 0.21% | 0% | 3.14% | 7/1/2024 |
 Cboe (CBOE) | 0.21% | 4.52% | 4.94% | - |
 Boeing (BA) | 0.21% | 0% | 3.59% | 6/3/2024 |
 Intuit (INTU) | 0.21% | 0% | 3.14% | 7/1/2024 |
 Toyota (TM) | 0.21% | 0% | 3.03% | 4/1/2024 |
 HubSpot (HUBS) | 0.21% | 0% | 3.14% | 2/3/2025 |
 Motorola (MSI) | 0.21% | 0% | 3.14% | 2/3/2025 |
 Discover (DFS) | 0.2% | 0% | 3.14% | 3/3/2025 |
 BlackStone (BX) | 0.2% | 0% | 3.14% | 2/3/2025 |
 GM (GM) | 0.2% | 0% | 3.03% | 12/2/2024 |
 Deckers (DECK) | 0.2% | 0% | 3.14% | 2/3/2025 |
 Arch Capital (ACGL) | 0.2% | 0% | 3.14% | 7/1/2024 |
 Axon (AXON) | 0.19% | 0% | 3.14% | 3/3/2025 |
 Crowdstrike (CRWD) | 0.19% | 0% | 3.48% | 8/1/2024 |
 Jack Henry (JKHY) | 0.18% | 0% | 3.14% | 12/2/2024 |
 BlackRock (BLK) | 0.18% | 0% | 3.03% | 4/1/2024 |
 Howmet Aerospace (HWM) | 0.18% | 0% | 3.14% | 4/7/2025 |
 Booking (BKNG) | 0.17% | 0% | 1.68% | 1/2/2024 |
 General Dynamics (GD) | 0.17% | 0% | 1.68% | 1/2/2024 |
 FedEx (FDX) | 0.15% | 0% | 1.68% | 1/2/2024 |
 ICICI Bank (IBN) | 0.14% | 0% | 3.14% | 5/5/2025 |
 Spotify (SPOT) | 0.13% | 0% | 3.03% | 9/30/2024 |
 Broadridge (BR) | 0.13% | 0% | 3.14% | 5/5/2025 |
 DoorDash (DASH.US) | 0.13% | 0% | 3.14% | 5/5/2025 |
 Mitsubishi UFJ (MUFG) | 0.13% | 0% | 3.14% | 5/5/2025 |
 Leidos (LDOS) | 0.13% | 0% | 3.03% | 9/30/2024 |
 Nisource (NI) | 0.13% | 0% | 3.14% | 5/5/2025 |
 Garmin (GRMN) | 0.13% | 0% | 3.03% | 9/30/2024 |
 Amgen (AMGN) | 0.12% | 0% | 3.14% | 5/5/2025 |
 Diamondback (FANG) | 0.12% | 0% | 3.03% | 9/30/2024 |
 Best Buy (BBY) | 0.12% | 0% | 3.14% | 5/5/2025 |
 AeroVironment (AVAV) | 0.12% | 0% | 3.03% | 9/30/2024 |
 UnitedHealth (UNH) | 0.12% | 0% | 3.14% | 5/5/2025 |
 Micron (MU) | 0.09% | 5.59% | 1.8% | - |
 DTE Energy (DTE) | 0.08% | 4.61% | 1.8% | - |
 Wheaton Precious Metals (WPM) | 0.08% | 4.58% | 1.8% | - |
 Verisign (VRSN) | 0.08% | 4.47% | 1.8% | - |
 WEC Energy (WEC) | 0.08% | 4.52% | 1.8% | - |
 Wipro (WIT) | 0.08% | 4.44% | 1.8% | - |
 AbbVie (ABBV) | 0.08% | 4.23% | 1.8% | - |
 Sony (SONY) | 0.05% | 0% | 0.79% | 3/10/2025 |
 AppLovin (APP) | 0.05% | 0% | 0.79% | 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% |