Portfolio Diversification
Range
Most Diversified
27 instruments
July 18, 2025
Least Diversified
0 instruments
March 31, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
RACE98.23%
VOO96.46%
NVDA66.37%
MCD61.06%
UNH61.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 31, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 10.32% | 0% | 66.37% | 6/17/2025 |
| Vanguard S&P 500 ETF (VOO) | 8% | 6.64% | 96.46% | - |
 Meta (META) | 3.6% | 0% | 46.02% | 6/13/2025 |
 LVMH (MC.PA) | 3.47% | 5.95% | 61.06% | - |
| Ferrari (RACE) | 3.44% | 2.56% | 98.23% | - |
 Interactive Brokers (IBKR) | 3.2% | 0% | 24.78% | 5/6/2025 |
 Adobe (ADBE) | 2.83% | 6.22% | 61.06% | - |
 Alphabet (GOOG) | 2.82% | 4.9% | 59.29% | - |
 AMD (AMD) | 2.64% | 1.45% | 61.06% | - |
 Lululemon (LULU) | 2.54% | 5.76% | 61.06% | - |
 MongoDB (MDB) | 2.28% | 0% | 57.52% | 6/5/2025 |
| UnitedHealth (UNH) | 2.17% | 3.26% | 61.06% | - |
| McDonald's (MCD) | 2.1% | 4.31% | 61.06% | - |
 Hims & Hers (HIMS) | 2.03% | 0% | 47.79% | 7/8/2025 |
 FedEx (FDX) | 1.88% | 4.37% | 61.06% | - |
 Twilio (TWLO) | 1.84% | 0% | 33.63% | 6/13/2025 |
 Novo-Nordisk (NVO) | 1.52% | 3.23% | 61.06% | - |
 Chipotle (CMG) | 1.45% | 2.33% | 61.06% | - |
 Thermo Fisher (TMO) | 1.41% | 3.28% | 61.06% | - |
 Airbnb (ABNB) | 1.24% | 2.29% | 54.87% | - |
 Huntington Ingalls (HII) | 1.2% | 0% | 16.81% | 5/13/2025 |
 PepsiCo (PEP) | 1.1% | 2.41% | 48.67% | - |
 General Dynamics (GD) | 1.07% | 1.79% | 61.06% | - |
 Salesforce (CRM) | 1.04% | 4.29% | 23.89% | - |
 Nike (NKE) | 0.98% | 0% | 42.48% | 6/30/2025 |
 ExxonMobil (XOM) | 0.97% | 2.27% | 41.59% | - |
 Suncor (SU) | 0.86% | 0% | 36.28% | 6/23/2025 |
 Lockheed Martin (LMT) | 0.79% | 3.21% | 24.78% | - |
 Fiserv (FI) | 0.76% | 4.23% | 17.7% | - |
 Duolingo (DUOL) | 0.72% | 3.95% | 17.7% | - |
 Tenaris (TS) | 0.71% | 1.15% | 61.06% | - |
 Elevance Health (ELV) | 0.56% | 0.79% | 52.21% | - |
 Prologis (PLD) | 0.51% | 2.2% | 23.01% | - |
 Nu (NU) | 0.4% | 0% | 18.58% | 5/6/2025 |
 Ethereum (ETH) | 0.3% | 0% | 12.39% | 5/29/2025 |
 Weatherford (WFRD) | 0.24% | 0% | 3.54% | 4/14/2025 |
 Marathon Digital (MARA) | 0.22% | 2.31% | 9.73% | - |
 Monster Beverage (MNST) | 0.1% | 2.74% | 3.54% | - |
 Alibaba (BABA) | 0.08% | 0% | 3.54% | 7/18/2025 |
 Palantir (PLTR) | 0.07% | 0% | 1.77% | 5/8/2025 |
 Volkswagen (VOW3.DE) | 0.07% | 2.73% | 2.65% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.