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Portfolio Diversification
Range
Most Diversified
20 instruments
April 9, 2025
Least Diversified
0 instruments
December 1, 2022
Average
10.1 instruments
Most Consistent Holdings
Top 5
MSFT44.54%
NVDA34.93%
AMZN31.7%
META31.27%
TSM26.9%
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) | 8.81% | 0% | 20.96% | 8/18/2023 |
| Microsoft (MSFT) | 7.86% | 0% | 44.54% | 9/8/2025 |
 Bitcoin (BTC) | 7.59% | 0% | 12.93% | 12/16/2023 |
| Meta (META) | 2.64% | 0% | 31.27% | 3/10/2025 |
| NVIDIA (NVDA) | 2.5% | 0% | 34.93% | 7/7/2025 |
| Amazon (AMZN) | 2.4% | 0% | 31.7% | 7/7/2025 |
 Tesla (TSLA) | 2.3% | 0% | 10.57% | 8/18/2023 |
 Alphabet (GOOGL) | 1.77% | 0% | 23.49% | 3/3/2025 |
| TSMC (TSM) | 1.6% | 0% | 26.9% | 8/4/2025 |
 Broadcom (AVGO) | 1.37% | 0% | 21.31% | 3/3/2025 |
 Arista (ANET) | 1.34% | 0% | 21.83% | 3/10/2025 |
 Eli Lilly (LLY) | 1.25% | 0% | 19.48% | 9/30/2024 |
 Netflix (NFLX) | 1.16% | 0% | 18.17% | 9/8/2025 |
 Welltower (WELL) | 1.15% | 0% | 15.46% | 1/5/2026 |
 Adobe (ADBE) | 1.03% | 0% | 9.08% | 4/1/2024 |
 Visa (V) | 0.98% | 0% | 11.97% | 4/7/2025 |
 T-Mobile (TMUS) | 0.93% | 0% | 15.2% | 5/5/2025 |
 Comfort Systems USA (FIX) | 0.76% | 0% | 10.22% | 1/5/2026 |
 Walmart (WMT) | 0.72% | 8.78% | 10.22% | - |
 Monster Beverage (MNST) | 0.69% | 9.1% | 6.72% | - |
 Micron (MU) | 0.69% | 11.68% | 8.12% | - |
 Cardinal Health (CAH) | 0.67% | 8.68% | 8.3% | - |
 BNY Mellon (BK) | 0.67% | 0% | 8.47% | 11/10/2025 |
 Intuitive Surgical (ISRG) | 0.66% | 0% | 10.39% | 2/3/2025 |
 Gilead Sciences (GILD) | 0.66% | 0% | 10.31% | 1/5/2026 |
 Costco (COST) | 0.65% | 0% | 9.69% | 9/3/2024 |
 Salesforce (CRM) | 0.65% | 0% | 7.6% | 3/3/2025 |
 JPMorgan (JPM) | 0.63% | 0% | 8.73% | 3/3/2025 |
 Cencora (COR) | 0.61% | 0% | 9.96% | 12/8/2025 |
 Interactive Brokers Group (IBKR) | 0.61% | 0% | 10.83% | 7/7/2025 |
 ServiceNow (NOW) | 0.58% | 0% | 8.91% | 1/6/2025 |
 Mastercard (MA) | 0.57% | 0% | 10.48% | 5/5/2025 |
 Emcor (EME) | 0.55% | 0% | 8.56% | 2/3/2025 |
 Philip Morris (PM) | 0.54% | 0% | 10.39% | 7/7/2025 |
 ARM (ARM) | 0.53% | 0% | 8.56% | 1/6/2025 |
 Berkshire Hathaway (BRK.B) | 0.52% | 0% | 7.77% | 6/3/2024 |
 AppLovin (APP) | 0.5% | 0% | 5.24% | 12/8/2025 |
 Atmos (ATO) | 0.5% | 0% | 5.15% | 12/8/2025 |
 MercadoLibre (MELI) | 0.5% | 0% | 8.03% | 9/3/2024 |
 Palo Alto Networks (PANW) | 0.49% | 0% | 8.03% | 12/2/2024 |
 CIBC (CM) | 0.44% | 8.87% | 4.54% | - |
 Progressive (PGR) | 0.41% | 0% | 7.34% | 5/5/2025 |
 TJX (TJX) | 0.4% | 0% | 7.95% | 6/9/2025 |
 CME Group (CME) | 0.4% | 0% | 7.95% | 6/9/2025 |
 Intuit (INTU) | 0.4% | 0% | 7.34% | 8/4/2025 |
 ICE (ICE) | 0.39% | 0% | 8.47% | 9/8/2025 |
 Nisource (NI) | 0.39% | 0% | 7.95% | 9/8/2025 |
 United Therapeutics (UTHR) | 0.36% | 0% | 5.5% | 3/3/2025 |
 Shopify (SHOP) | 0.36% | 0% | 5.76% | 1/6/2025 |
 Applied Materials (AMAT) | 0.35% | 0% | 5.07% | 7/1/2024 |
 W. R. Berkley (WRB.US) | 0.34% | 0% | 7.86% | 6/9/2025 |
 Spotify (SPOT) | 0.34% | 0% | 7.25% | 8/4/2025 |
 Apollo (APO) | 0.34% | 0% | 5.24% | 2/3/2025 |
 Sea (SE) | 0.33% | 0% | 4.89% | 3/3/2025 |
 Qualcomm (QCOM) | 0.33% | 0% | 5.5% | 9/3/2024 |
 Quest Diagnostics (DGX) | 0.32% | 0% | 5.5% | 9/8/2025 |
 TD (TD) | 0.32% | 8.67% | 4.54% | - |
 Seagate (STX.US) | 0.32% | 0% | 4.54% | 12/8/2025 |
 Apple (AAPL) | 0.31% | 0% | 2.71% | 2/2/2024 |
 Swiss Re (SREN.ZU) | 0.31% | 0% | 6.2% | 6/10/2025 |
 Alphabet (GOOG) | 0.31% | 0% | 2.97% | 11/10/2025 |
 Airbus (AIR.PA) | 0.31% | 0% | 3.06% | 11/10/2025 |
 Wheaton Precious Metals (WPM) | 0.3% | 0% | 6.11% | 9/8/2025 |
 Xcel Energy (XEL) | 0.29% | 0% | 2.97% | 11/10/2025 |
 AbbVie (ABBV) | 0.29% | 0% | 6.11% | 9/8/2025 |
 Novartis (NVS) | 0.29% | 0% | 3.06% | 11/10/2025 |
 Cadence (CDNS) | 0.28% | 0% | 2.97% | 11/10/2025 |
 Corning (GLW) | 0.28% | 0% | 2.79% | 11/10/2025 |
 Linde (LIN) | 0.27% | 0% | 3.67% | 4/1/2024 |
 Vertex (VRTX) | 0.27% | 0% | 5.94% | 6/9/2025 |
 Coca-Cola (KO) | 0.27% | 0% | 5.5% | 6/9/2025 |
 EssilorLuxottica (EL.PA) | 0.27% | 0% | 4.02% | 12/8/2025 |
 Amphenol (APH) | 0.27% | 0% | 5.5% | 9/8/2025 |
 McKesson (MCK) | 0.27% | 0% | 5.5% | 9/8/2025 |
 Ping An (2318.HK) | 0.26% | 0% | 2.36% | 1/6/2026 |
 Santander (SAN.MC) | 0.26% | 0% | 2.36% | 1/5/2026 |
 Fox (FOX) | 0.26% | 0% | 5.5% | 6/9/2025 |
 BYD (01211.HK) | 0.25% | 0% | 5.41% | 6/9/2025 |
 Ubiquiti (UI) | 0.25% | 0% | 2.45% | 10/6/2025 |
 Abbott (ABT) | 0.24% | 0% | 5.5% | 6/9/2025 |
 Astronics (ATRO) | 0.24% | 11.21% | 2.18% | - |
 Cboe (CBOE) | 0.24% | 0% | 5.5% | 6/9/2025 |
 ABC (1288.HK) | 0.24% | 0% | 2.36% | 1/6/2026 |
 GigaCloud (GCT) | 0.24% | 0% | 2.36% | 1/5/2026 |
 Fortinet (FTNT) | 0.24% | 0% | 3.67% | 3/10/2025 |
 TKO (TKO) | 0.24% | 0% | 2.45% | 10/6/2025 |
 Enbridge (ENB) | 0.24% | 0% | 2.45% | 10/6/2025 |
 AT&T (T) | 0.23% | 0% | 2.45% | 10/6/2025 |
 Insmed (INSM) | 0.23% | 0% | 2.45% | 10/6/2025 |
 UCB (UCB.BR) | 0.23% | 0% | 2.36% | 1/5/2026 |
 Western Digital (WDC) | 0.23% | 12.18% | 2.18% | - |
 Leidos (LDOS) | 0.23% | 0% | 4.8% | 8/4/2025 |
 SAP (SAP.DE) | 0.22% | 0% | 4.8% | 8/4/2025 |
 Siemens Energy (ENR.DE) | 0.22% | 0% | 2.1% | 12/8/2025 |
 IBM (IBM) | 0.22% | 0% | 2.18% | 12/8/2025 |
 Alignment Healthcare (ALHC) | 0.22% | 9.35% | 2.18% | - |
 Guidewire (GWRE) | 0.21% | 0% | 2.45% | 10/6/2025 |
 Vertiv (VRT) | 0.21% | 0% | 2.97% | 11/4/2024 |
 BBVA (BBVA.US) | 0.21% | 0% | 2.01% | 12/8/2025 |
 HSBC (HSBC) | 0.2% | 9.39% | 2.1% | - |
 Trade Desk (TTD) | 0.19% | 0% | 3.14% | 1/6/2025 |
 Oracle (ORCL) | 0.19% | 0% | 2.97% | 11/4/2024 |
 AMD (AMD) | 0.19% | 0% | 2.79% | 6/3/2024 |
 Eaton (ETN) | 0.18% | 0% | 2.62% | 5/1/2024 |
 NVR (NVR) | 0.18% | 0% | 2.97% | 11/4/2024 |
 Walgreens (WBA) | 0.18% | 0% | 2.79% | 6/3/2024 |
 PDD Holdings (PDD) | 0.17% | 0% | 3.06% | 4/7/2025 |
 Insulet (PODD) | 0.17% | 0% | 3.06% | 4/7/2025 |
 Synopsys (SNPS) | 0.17% | 0% | 2.62% | 5/1/2024 |
 Boston Scientific (BSX.US) | 0.17% | 0% | 3.06% | 4/7/2025 |
 Alibaba (BABA) | 0.17% | 0% | 3.06% | 4/7/2025 |
 Entergy (ETR) | 0.17% | 0% | 2.45% | 3/3/2025 |
 Sprouts (SFM) | 0.17% | 0% | 2.45% | 12/2/2024 |
 LPL Financial (LPLA.US) | 0.16% | 0% | 3.06% | 4/7/2025 |
 ASM (ASM.NV) | 0.16% | 0% | 2.45% | 7/1/2024 |
 Boeing (BA) | 0.16% | 0% | 2.79% | 6/3/2024 |
 Toyota (TM) | 0.16% | 0% | 2.36% | 4/1/2024 |
 Alnylam (ALNY) | 0.16% | 0% | 3.06% | 9/8/2025 |
 Tencent (0700.HK) | 0.16% | 0% | 3.06% | 9/9/2025 |
 HubSpot (HUBS) | 0.16% | 0% | 2.45% | 2/3/2025 |
 Motorola (MSI) | 0.16% | 0% | 2.45% | 2/3/2025 |
 Discover (DFS) | 0.16% | 0% | 2.45% | 3/3/2025 |
 BlackStone (BX) | 0.16% | 0% | 2.45% | 2/3/2025 |
 GM (GM) | 0.16% | 0% | 2.36% | 12/2/2024 |
 Deckers (DECK) | 0.15% | 0% | 2.45% | 2/3/2025 |
 Allegion (ALLE) | 0.15% | 0% | 3.06% | 9/8/2025 |
 WP Carey (WPC) | 0.15% | 0% | 3.06% | 9/8/2025 |
 Arch Capital (ACGL) | 0.15% | 0% | 2.45% | 7/1/2024 |
 Axon (AXON) | 0.15% | 0% | 2.45% | 3/3/2025 |
 APi Group (APG) | 0.15% | 0% | 3.06% | 9/8/2025 |
 Crowdstrike (CRWD) | 0.15% | 0% | 2.71% | 8/1/2024 |
 Zscaler (ZS) | 0.15% | 0% | 3.06% | 9/8/2025 |
 Curtiss-Wright (CW) | 0.14% | 0% | 3.06% | 9/8/2025 |
 Casey's (CASY) | 0.14% | 0% | 3.06% | 9/8/2025 |
 Jack Henry (JKHY) | 0.14% | 0% | 2.45% | 12/2/2024 |
 DTE Energy (DTE) | 0.14% | 0% | 3.06% | 6/9/2025 |
 WEC Energy (WEC) | 0.14% | 0% | 3.06% | 6/9/2025 |
 Wipro (WIT) | 0.14% | 0% | 3.06% | 6/9/2025 |
 BlackRock (BLK) | 0.14% | 0% | 2.36% | 4/1/2024 |
 Verisign (VRSN) | 0.14% | 0% | 3.06% | 6/9/2025 |
 Howmet Aerospace (HWM) | 0.14% | 0% | 2.45% | 4/7/2025 |
 GE (GE) | 0.14% | 0% | 2.45% | 8/4/2025 |
 Charles Schwab (SCHW) | 0.13% | 0% | 2.45% | 8/4/2025 |
 Booking (BKNG) | 0.13% | 0% | 1.31% | 1/2/2024 |
 General Dynamics (GD) | 0.13% | 0% | 1.31% | 1/2/2024 |
 Nasdaq (NDAQ) | 0.13% | 0% | 2.45% | 8/4/2025 |
 CF Industries (CF) | 0.13% | 0% | 2.45% | 8/4/2025 |
 Allianz (ALV.DE) | 0.13% | 0% | 2.45% | 8/4/2025 |
 IDEXX (IDXX) | 0.13% | 0% | 2.45% | 8/4/2025 |
 Uber (UBER) | 0.12% | 0% | 2.45% | 8/4/2025 |
 Analog Devices (ADI.US) | 0.12% | 0% | 2.36% | 7/7/2025 |
 FedEx (FDX) | 0.12% | 0% | 1.31% | 1/2/2024 |
 KLA (KLAC) | 0.12% | 0% | 2.45% | 7/7/2025 |
 Lam Research (LRCX) | 0.12% | 0% | 2.45% | 7/7/2025 |
 Disney (DIS) | 0.11% | 0% | 2.45% | 7/7/2025 |
 Quanta Services (PWR) | 0.11% | 0% | 2.45% | 7/7/2025 |
 NetEase (NTES) | 0.11% | 0% | 2.45% | 7/7/2025 |
 Trane (TT) | 0.11% | 0% | 2.45% | 7/7/2025 |
 Dr. Reddy's (RDY) | 0.11% | 0% | 2.45% | 7/7/2025 |
 ICICI Bank (IBN) | 0.11% | 0% | 2.45% | 5/5/2025 |
 Broadridge (BR) | 0.1% | 0% | 2.45% | 5/5/2025 |
 DoorDash (DASH.US) | 0.1% | 0% | 2.45% | 5/5/2025 |
 Mitsubishi UFJ (MUFG) | 0.1% | 0% | 2.45% | 5/5/2025 |
 Garmin (GRMN) | 0.1% | 0% | 2.36% | 9/30/2024 |
 Amgen (AMGN) | 0.1% | 0% | 2.45% | 5/5/2025 |
 Diamondback (FANG) | 0.1% | 0% | 2.36% | 9/30/2024 |
 Best Buy (BBY) | 0.09% | 0% | 2.45% | 5/5/2025 |
 AeroVironment (AVAV) | 0.09% | 0% | 2.36% | 9/30/2024 |
 UnitedHealth (UNH) | 0.09% | 0% | 2.45% | 5/5/2025 |
 Sony (SONY) | 0.04% | 0% | 0.61% | 3/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Ping An (2318.HK) | 10.49% | 11.04% |
| Santander (SAN.MC) | 10.37% | 11.02% |
| Monster Beverage (MNST) | 9.91% | 10.83% |
| ABC (1288.HK) | 10.5% | 10.56% |
| CIBC (CM) | 10.36% | 10.18% |
| GigaCloud (GCT) | 10.37% | 9.96% |
| UCB (UCB.BR) | 10.36% | 9.76% |
| Welltower (WELL) | 9.91% | 9.61% |
| Comfort Systems USA (FIX) | 10.31% | 9.47% |
| Gilead Sciences (GILD) | 6.35% | 6.36% |
Cash & Instruments Over Time
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