Portfolio Diversification
Range
Most Diversified
15 instruments
April 2, 2024
Least Diversified
0 instruments
December 1, 2022
Average
8.4 instruments
Most Consistent Holdings
Top 5
MSFT49.7%
NVDA44.13%
META42.47%
AMZN39.74%
GOOGL31.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 11.97% | 0% | 28.47% | 8/18/2023 |
 Bitcoin (BTC) | 10.31% | 0% | 17.56% | 12/16/2023 |
| Microsoft (MSFT) | 10.14% | 0% | 49.7% | 11/4/2024 |
| Meta (META) | 3.59% | 0% | 42.47% | 3/10/2025 |
| NVIDIA (NVDA) | 3.24% | 0% | 44.13% | 3/10/2025 |
 Tesla (TSLA) | 3.12% | 0% | 14.35% | 8/18/2023 |
| Amazon (AMZN) | 3.12% | 0% | 39.74% | 2/3/2025 |
| Alphabet (GOOGL) | 2.4% | 0% | 31.91% | 3/3/2025 |
 Broadcom (AVGO) | 1.86% | 0% | 28.94% | 3/3/2025 |
 TSMC (TSM) | 1.83% | 0% | 29.89% | 3/10/2025 |
 Arista (ANET) | 1.81% | 0% | 29.66% | 3/10/2025 |
 Eli Lilly (LLY) | 1.69% | 0% | 26.45% | 9/30/2024 |
 Adobe (ADBE) | 1.4% | 0% | 12.34% | 4/1/2024 |
 Netflix (NFLX) | 1.36% | 0% | 20.52% | 3/3/2025 |
 Visa (V) | 1.3% | 5.23% | 15.78% | - |
 T-Mobile (TMUS) | 1.08% | 5.13% | 16.84% | - |
 Intuitive Surgical (ISRG) | 0.9% | 0% | 14.12% | 2/3/2025 |
 Costco (COST) | 0.88% | 0% | 13.17% | 9/3/2024 |
 Salesforce (CRM) | 0.88% | 0% | 10.32% | 3/3/2025 |
 JPMorgan (JPM) | 0.85% | 0% | 11.86% | 3/3/2025 |
 ServiceNow (NOW) | 0.79% | 0% | 12.1% | 1/6/2025 |
 Emcor (EME) | 0.74% | 0% | 11.63% | 2/3/2025 |
 Comfort Systems USA (FIX) | 0.73% | 0% | 10.68% | 2/3/2025 |
 ARM (ARM) | 0.72% | 0% | 11.63% | 1/6/2025 |
 Walmart (WMT) | 0.71% | 0% | 10.91% | 2/3/2025 |
 Berkshire Hathaway (BRK.B) | 0.71% | 0% | 10.56% | 6/3/2024 |
 MercadoLibre (MELI) | 0.67% | 0% | 10.91% | 9/3/2024 |
 Interactive Brokers (IBKR) | 0.67% | 0% | 11.39% | 1/6/2025 |
 Palo Alto Networks (PANW) | 0.67% | 0% | 10.91% | 12/2/2024 |
 Mastercard (MA) | 0.63% | 0% | 10.91% | 11/4/2024 |
 United Therapeutics (UTHR) | 0.49% | 0% | 7.47% | 3/3/2025 |
 Shopify (SHOP) | 0.48% | 0% | 7.83% | 1/6/2025 |
 Applied Materials (AMAT) | 0.47% | 0% | 6.88% | 7/1/2024 |
 Apollo (APO) | 0.46% | 0% | 7.12% | 2/3/2025 |
 Sea (SE) | 0.45% | 0% | 6.64% | 3/3/2025 |
 Qualcomm (QCOM) | 0.44% | 0% | 7.47% | 9/3/2024 |
 Apple (AAPL) | 0.43% | 0% | 3.68% | 2/2/2024 |
 Linde (LIN) | 0.37% | 0% | 4.98% | 4/1/2024 |
 Progressive (PGR) | 0.37% | 5.22% | 6.17% | - |
 Fortinet (FTNT) | 0.32% | 0% | 4.98% | 3/10/2025 |
 Vertiv (VRT) | 0.28% | 0% | 4.03% | 11/4/2024 |
 Welltower (WELL) | 0.26% | 0% | 4.15% | 1/6/2025 |
 Trade Desk (TTD) | 0.26% | 0% | 4.27% | 1/6/2025 |
 Oracle (ORCL) | 0.26% | 0% | 4.03% | 11/4/2024 |
 AMD (AMD) | 0.26% | 0% | 3.8% | 6/3/2024 |
 Eaton (ETN) | 0.25% | 0% | 3.56% | 5/1/2024 |
 NVR (NVR) | 0.25% | 0% | 4.03% | 11/4/2024 |
 Walgreens (WBA) | 0.24% | 0% | 3.8% | 6/3/2024 |
 Synopsys (SNPS) | 0.23% | 0% | 3.56% | 5/1/2024 |
 Quest Diagnostics (DGX) | 0.23% | 0% | 3.32% | 3/3/2025 |
 Entergy (ETR) | 0.23% | 0% | 3.32% | 3/3/2025 |
 Sprouts (SFM) | 0.22% | 0% | 3.32% | 12/2/2024 |
 ASM (ASM.NV) | 0.22% | 0% | 3.32% | 7/1/2024 |
 Boeing (BA) | 0.22% | 0% | 3.8% | 6/3/2024 |
 Intuit (INTU) | 0.22% | 0% | 3.32% | 7/1/2024 |
 Toyota (TM) | 0.22% | 0% | 3.2% | 4/1/2024 |
 HubSpot (HUBS) | 0.22% | 0% | 3.32% | 2/3/2025 |
 Motorola (MSI) | 0.22% | 0% | 3.32% | 2/3/2025 |
 Discover (DFS) | 0.22% | 0% | 3.32% | 3/3/2025 |
 PDD Holdings (PDD) | 0.21% | 5.19% | 3.68% | - |
 BlackStone (BX) | 0.21% | 0% | 3.32% | 2/3/2025 |
 GM (GM) | 0.21% | 0% | 3.2% | 12/2/2024 |
 Insulet (PODD) | 0.21% | 5.58% | 3.68% | - |
 Deckers (DECK) | 0.21% | 0% | 3.32% | 2/3/2025 |
 Swiss Re (SREN.ZU) | 0.21% | 5.31% | 3.68% | - |
 Arch Capital (ACGL) | 0.21% | 0% | 3.32% | 7/1/2024 |
 Boston Scientific (BSX.US) | 0.21% | 5.27% | 3.68% | - |
 Alibaba (BABA) | 0.21% | 4.82% | 3.68% | - |
 Axon (AXON) | 0.2% | 0% | 3.32% | 3/3/2025 |
 LPL Financial (LPLA.US) | 0.2% | 5.29% | 3.68% | - |
 Vertex (VRTX) | 0.2% | 0% | 3.91% | 9/3/2024 |
 Gilead Sciences (GILD) | 0.2% | 4.98% | 3.68% | - |
 Crowdstrike (CRWD) | 0.2% | 0% | 3.68% | 8/1/2024 |
 Jack Henry (JKHY) | 0.19% | 0% | 3.32% | 12/2/2024 |
 BlackRock (BLK) | 0.19% | 0% | 3.2% | 4/1/2024 |
 Booking (BKNG) | 0.18% | 0% | 1.78% | 1/2/2024 |
 General Dynamics (GD) | 0.18% | 0% | 1.78% | 1/2/2024 |
 Howmet Aerospace (HWM) | 0.16% | 5.75% | 2.85% | - |
 FedEx (FDX) | 0.16% | 0% | 1.78% | 1/2/2024 |
 Philip Morris (PM) | 0.15% | 5.41% | 2.85% | - |
 CME Group (CME) | 0.15% | 5.31% | 2.85% | - |
 TJX (TJX) | 0.15% | 5.5% | 2.85% | - |
 Coca-Cola (KO) | 0.15% | 5.15% | 2.85% | - |
 Spotify (SPOT) | 0.14% | 0% | 3.2% | 9/30/2024 |
 ICE (ICE) | 0.14% | 0% | 3.2% | 9/30/2024 |
 Leidos (LDOS) | 0.14% | 0% | 3.2% | 9/30/2024 |
 W. R. Berkley (WRB.US) | 0.13% | 0% | 3.2% | 9/30/2024 |
 Garmin (GRMN) | 0.13% | 0% | 3.2% | 9/30/2024 |
 Diamondback (FANG) | 0.13% | 0% | 3.2% | 9/30/2024 |
 AeroVironment (AVAV) | 0.13% | 0% | 3.2% | 9/30/2024 |
 Sony (SONY) | 0.06% | 0% | 0.83% | 3/10/2025 |
 AppLovin (APP) | 0.05% | 0% | 0.83% | 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% |