Portfolio Diversification
Range
Most Diversified
31 instruments
August 20, 2025
Least Diversified
0 instruments
March 31, 2025
Average
20.5 instruments
Most Consistent Holdings
Top 5
RACE98.74%
VOO97.48%
MCD72.33%
UNH72.33%
ADBE72.33%
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) | 7.33% | 0% | 47.17% | 6/17/2025 |
| Vanguard S&P 500 ETF (VOO) | 7.31% | 5.44% | 97.48% | - |
 LVMH (MC.PA) | 3.93% | 5.01% | 72.33% | - |
| Adobe (ADBE) | 3.47% | 4.63% | 72.33% | - |
| Ferrari (RACE) | 3.37% | 3.94% | 98.74% | - |
 Alphabet (GOOG) | 3.29% | 4.85% | 71.07% | - |
 Lululemon (LULU) | 3.03% | 3.45% | 72.33% | - |
| McDonald's (MCD) | 2.57% | 3.64% | 72.33% | - |
 Meta (META) | 2.56% | 0% | 32.7% | 6/13/2025 |
| UnitedHealth (UNH) | 2.55% | 3.89% | 72.33% | - |
 Chipotle (CMG) | 2.52% | 5.42% | 72.33% | - |
 FedEx (FDX) | 2.4% | 3.44% | 72.33% | - |
 Interactive Brokers (IBKR) | 2.27% | 0% | 17.61% | 5/6/2025 |
 AMD (AMD) | 2.25% | 1.18% | 72.33% | - |
 Novo-Nordisk (NVO) | 2.17% | 4.04% | 72.33% | - |
 Fiserv (FI) | 1.99% | 4.86% | 41.51% | - |
 Salesforce (CRM) | 1.73% | 3.16% | 45.91% | - |
 Lockheed Martin (LMT) | 1.68% | 3.88% | 46.54% | - |
 MongoDB (MDB) | 1.62% | 0% | 40.88% | 6/5/2025 |
 Hims & Hers (HIMS) | 1.45% | 0% | 33.96% | 7/8/2025 |
 Thermo Fisher (TMO) | 1.42% | 0% | 63.52% | 8/22/2025 |
 PepsiCo (PEP) | 1.37% | 1.96% | 63.52% | - |
 Twilio (TWLO) | 1.31% | 0% | 23.9% | 6/13/2025 |
 ExxonMobil (XOM) | 1.25% | 1.87% | 58.49% | - |
 Airbnb (ABNB) | 1.08% | 0% | 49.06% | 8/6/2025 |
 Duolingo (DUOL) | 1.01% | 0% | 23.27% | 8/7/2025 |
 Prologis (PLD) | 0.9% | 1.84% | 45.28% | - |
 General Dynamics (GD) | 0.85% | 0% | 48.43% | 7/29/2025 |
 Huntington Ingalls (HII) | 0.85% | 0% | 11.95% | 5/13/2025 |
 Tenaris (TS) | 0.78% | 0.89% | 72.33% | - |
 Monster Beverage (MNST) | 0.76% | 2.34% | 31.45% | - |
 Nike (NKE) | 0.7% | 0% | 30.19% | 6/30/2025 |
 Baidu (BIDU) | 0.64% | 2.95% | 23.27% | - |
 Marathon Digital (MARA) | 0.62% | 1.43% | 35.85% | - |
 Suncor (SU) | 0.61% | 0% | 25.79% | 6/23/2025 |
 Elevance Health (ELV) | 0.6% | 0.7% | 66.04% | - |
 On (ONON) | 0.51% | 2.43% | 23.27% | - |
 Volkswagen (VOW3.DE) | 0.44% | 0% | 17.61% | 8/15/2025 |
 ASML (ASML) | 0.35% | 0% | 15.09% | 8/14/2025 |
 Nu (NU) | 0.28% | 0% | 13.21% | 5/6/2025 |
 PayPal (PYPL) | 0.28% | 1.77% | 15.72% | - |
 Ethereum (ETH) | 0.21% | 0% | 8.81% | 5/29/2025 |
 Bitmine Immersion Technologies Inc (BMNR) | 0.19% | 1.18% | 13.84% | - |
 Zoetis (ZTS) | 0.19% | 1.73% | 10.69% | - |
 Tenable (TENB) | 0.19% | 1.74% | 10.69% | - |
 Zscaler (ZS) | 0.18% | 1.67% | 10.69% | - |
 Trupanion (TRUP) | 0.18% | 1.59% | 10.69% | - |
 Weatherford (WFRD) | 0.17% | 0% | 2.52% | 4/14/2025 |
 Alibaba (BABA) | 0.06% | 0% | 2.52% | 7/18/2025 |
 Palantir (PLTR) | 0.05% | 0% | 1.26% | 5/8/2025 |
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.