Portfolio Diversification
Range
Most Diversified
81 instruments
April 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
60.5 instruments
Most Consistent Holdings
Top 5
META99.86%
MSFT99.86%
V99.86%
MU99.86%
NVDA99.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 6.53% | 4.26% | 99.86% | - |
 Apple (AAPL) | 5.29% | 0% | 88.31% | 6/26/2025 |
| NVIDIA (NVDA) | 4.71% | 5.94% | 99.86% | - |
 Amazon (AMZN) | 4.02% | 4.58% | 97.86% | - |
 Hermes (RMS.PA) | 3.86% | 2.2% | 97.43% | - |
 Eli Lilly (LLY) | 3.28% | 1.97% | 99.86% | - |
 Broadcom (AVGO) | 3.17% | 5.56% | 99.86% | - |
| Visa (V) | 3.02% | 2.29% | 99.86% | - |
 Alphabet (GOOGL) | 2.84% | 2.91% | 99.86% | - |
| Meta (META) | 2.34% | 5.58% | 99.86% | - |
 Republic Services (RSG) | 1.81% | 1.55% | 75.27% | - |
 Enphase (ENPH) | 1.78% | 0% | 86.17% | 5/27/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 1.73% | 0% | 74.34% | 1/13/2025 |
 Waste Management (WM) | 1.64% | 0% | 81.68% | 11/3/2025 |
 Thermo Fisher (TMO) | 1.6% | 0% | 63.29% | 7/8/2024 |
 Accenture (ACN) | 1.57% | 0% | 63.29% | 7/8/2024 |
 UnitedHealth (UNH) | 1.56% | 1.86% | 77.12% | - |
 Novo Nordisk (NOVO-B.CO) | 1.48% | 1.49% | 83.18% | - |
 First Trust Water ETF (FIW.US) | 1.36% | 0% | 87.46% | 7/25/2025 |
 Shopify (SHOP) | 1.32% | 1.29% | 99.86% | - |
| Micron (MU) | 1.27% | 5.46% | 99.86% | - |
 Crowdstrike (CRWD) | 1.2% | 1.6% | 99.86% | - |
 L'Oréal (OR.PA) | 1.18% | 0.79% | 93.66% | - |
 MercadoLibre (MELI) | 1.17% | 1.22% | 95.94% | - |
 Mastercard (MA) | 1.16% | 0.79% | 94.16% | - |
 Adidas (ADS.DE) | 1.13% | 0% | 70.14% | 8/15/2025 |
 Alibaba (9988.HK) | 1.1% | 0.8% | 66.5% | - |
 IAG (IAG.L) | 1.05% | 1.68% | 79.76% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.04% | 0% | 24.66% | 7/7/2025 |
 Aurubis (NDA.DE) | 0.99% | 0% | 84.68% | 5/26/2025 |
 Adobe (ADBE) | 0.97% | 0% | 79.26% | 2/19/2025 |
 Orsted (ORSTED.CO) | 0.96% | 0% | 84.82% | 7/3/2025 |
 Nike (NKE) | 0.89% | 0% | 84.75% | 5/27/2025 |
 Costco (COST) | 0.88% | 1.17% | 98.43% | - |
 ServiceNow (NOW) | 0.82% | 1.21% | 53.67% | - |
 Invesco QQQ (QQQ) | 0.8% | 0% | 58.02% | 6/23/2025 |
 Intel (INTC) | 0.78% | 0% | 61.58% | 5/27/2025 |
 Ethereum (ETH) | 0.77% | 0.7% | 80.76% | - |
 Garmin (GRMN) | 0.76% | 0% | 69.49% | 7/3/2025 |
 NextEra (NEE) | 0.74% | 0% | 67% | 6/20/2025 |
 Tesla (TSLA) | 0.74% | 0% | 65.5% | 8/8/2024 |
 IIPR (IIPR) | 0.74% | 0.63% | 67.28% | - |
 PulteGroup (PHM) | 0.72% | 0% | 97.01% | 11/24/2025 |
 Enbridge (ENB) | 0.68% | 0% | 54.45% | 4/29/2024 |
 ADM (ADM) | 0.65% | 0% | 58.37% | 4/29/2024 |
 Amgen (AMGN) | 0.61% | 0% | 55.45% | 7/25/2025 |
 Home Depot (HD) | 0.6% | 0% | 50.25% | 10/4/2024 |
 Nestle (NESN.ZU) | 0.57% | 0% | 42.55% | 8/5/2024 |
 Disney (DIS) | 0.57% | 0% | 36.07% | 6/17/2025 |
 Salesforce (CRM) | 0.53% | 0% | 37.92% | 10/30/2025 |
 PayPal (PYPL) | 0.53% | 0% | 32.07% | 10/3/2025 |
 Atlassian (TEAM) | 0.52% | 0% | 76.69% | 1/13/2025 |
 Johnson & Johnson (JNJ) | 0.51% | 0% | 41.7% | 4/29/2024 |
 LVMH (MC.PA) | 0.48% | 0% | 20.1% | 5/30/2025 |
 Procter & Gamble (PG) | 0.46% | 0% | 48.25% | 12/29/2023 |
 CareTrust REIT (CTRE) | 0.46% | 0.65% | 23.16% | - |
 Lam Research (LRCX) | 0.46% | 0% | 43.55% | 10/2/2023 |
 Hims & Hers (HIMS) | 0.45% | 0.58% | 30.51% | - |
 Intuitive Surgical (ISRG) | 0.44% | 1.46% | 30.29% | - |
 Vanguard S&P 500 ETF (VOO) | 0.44% | 0% | 39.84% | 8/8/2023 |
 Carnival (CCL) | 0.44% | 0.74% | 30.29% | - |
 Analog Devices (ADI) | 0.41% | 0% | 43.55% | 10/2/2023 |
 ASML (ASML.NV) | 0.41% | 0% | 29.51% | 6/20/2025 |
 PepsiCo (PEP) | 0.41% | 0% | 38.35% | 8/5/2024 |
 Danaher (DHR) | 0.4% | 0% | 43.55% | 10/2/2023 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.39% | 0% | 39.84% | 8/8/2023 |
 Lowe's (LOW) | 0.39% | 0% | 49.75% | 12/29/2023 |
 TSMC (TSM) | 0.37% | 3.26% | 11.97% | - |
 Walmart (WMT) | 0.37% | 0% | 29.29% | 6/17/2025 |
 Applied Materials (AMAT) | 0.36% | 0% | 43.55% | 10/2/2023 |
 Airbnb (ABNB) | 0.36% | 0% | 58.37% | 4/29/2024 |
 Dell (DELL) | 0.36% | 0% | 30.15% | 12/5/2025 |
 Li Auto (LI) | 0.36% | 0% | 34.5% | 5/25/2023 |
 Marvell (MRVL) | 0.35% | 0% | 43.55% | 10/2/2023 |
 Iberdrola (IBE.MC) | 0.35% | 1.31% | 27.37% | - |
 iShares Global clean energy ETF (ICLN) | 0.34% | 0% | 79.26% | 2/19/2025 |
 Maersk (MAERSKB.CO) | 0.33% | 0% | 32.15% | 4/5/2024 |
 AMD (AMD) | 0.33% | 0% | 31.93% | 6/20/2025 |
 Cloudflare (NET) | 0.32% | 0% | 44.26% | 10/30/2025 |
 Ford (F) | 0.32% | 0% | 39.56% | 8/8/2023 |
 Pfizer (PFE) | 0.3% | 0% | 29.22% | 7/8/2024 |
 Sea (SE) | 0.3% | 0% | 51.32% | 12/5/2025 |
 Booking (BKNG) | 0.3% | 0.97% | 30.29% | - |
 Northrop Grumman (NOC) | 0.29% | 0% | 31.43% | 4/29/2024 |
 Credo (CRDO) | 0.28% | 2.71% | 12.47% | - |
 ICON (ICLR) | 0.28% | 0% | 36.99% | 10/4/2024 |
 Comfort Systems USA (FIX) | 0.27% | 2.21% | 23.16% | - |
 Nio (NIO) | 0.26% | 0% | 15.89% | 8/15/2022 |
 Dior (CDI.PA) | 0.24% | 0% | 48.25% | 2/20/2025 |
 Sezzle (SEZL) | 0.22% | 1.41% | 11.69% | - |
 Block Inc. (XYZ) | 0.22% | 0% | 39.49% | 8/3/2023 |
 Evoqua Water Technologies Corp (AQUA) | 0.19% | 0% | 30.86% | 5/29/2023 |
 Perimeter Solutions (PRM) | 0.19% | 1.53% | 30.29% | - |
 Atour (ATAT) | 0.17% | 1.87% | 10.26% | - |
 NIO (9866.HK) | 0.17% | 0% | 27.66% | 10/4/2023 |
 Heritage Insurance (HRTG) | 0.15% | 1.62% | 7.2% | - |
 Siemens (SIE.DE) | 0.14% | 0% | 13.4% | 12/5/2025 |
 Autozone (AZO) | 0.13% | 0% | 11.62% | 11/24/2025 |
 Alibaba (BABA) | 0.13% | 0% | 10.19% | 8/15/2022 |
 Oracle (ORCL) | 0.12% | 0% | 9.27% | 6/2/2025 |
 MasTec (MTZ) | 0.12% | 0.38% | 12.4% | - |
 Coca-Cola (KO) | 0.12% | 0% | 12.9% | 4/4/2024 |
 Stride (LRN) | 0.11% | 0.28% | 12.47% | - |
 Allianz (ALV.DE) | 0.11% | 0.8% | 13.54% | - |
 Allegro MicroSystems (ALGM) | 0.11% | 0% | 5.7% | 3/22/2022 |
 Norwegian (NAS.OL) | 0.1% | 0% | 35.5% | 8/3/2023 |
 Napco (NSSC) | 0.09% | 0% | 21.6% | 5/27/2025 |
 Teladoc (TDOC) | 0.09% | 0% | 23.59% | 8/3/2023 |
 Unity (U) | 0.09% | 0% | 5.7% | 3/22/2022 |
 Corsair (CRSR) | 0.08% | 0% | 37.28% | 7/31/2023 |
 Roblox (RBLX) | 0.08% | 0% | 30.93% | 5/30/2023 |
 Orron (ORRON.ST) | 0.07% | 0% | 10.55% | 5/8/2023 |
 Asensus (ASXC) | 0.07% | 0% | 37.28% | 7/31/2023 |
 Alphabet (GOOG) | 0.07% | 0% | 16.68% | 4/28/2023 |
 BioNano (BNGO) | 0.07% | 0% | 30.93% | 5/30/2023 |
 Proshares Ultra S&P 500 (SSO) | 0.06% | 0% | 3.14% | 11/15/2024 |
 Union Pacific (UNP) | 0.06% | 0% | 12.33% | 7/31/2023 |
 Align (ALGN) | 0.06% | 0% | 4.63% | 3/7/2022 |
 Waste Connections (WCN) | 0.05% | 0% | 10.98% | 10/2/2023 |
 Intuit (INTU) | 0.05% | 0% | 4.63% | 3/7/2022 |
 Biohaven Pharmaceutical Holding Co Ltd (BHVN.OLD) | 0.05% | 0% | 4.63% | 3/7/2022 |
 Clearway Energy (CWEN) | 0.05% | 0% | 5.2% | 9/3/2025 |
 AbbVie (ABBV) | 0.04% | 0% | 4.06% | 10/4/2024 |
 Trimble (TRMB) | 0.04% | 0% | 3.78% | 2/22/2022 |
 Autodesk (ADSK) | 0.04% | 0% | 3.78% | 2/22/2022 |
 SPDR Gold (GLD) | 0.04% | 0% | 1.5% | 7/14/2025 |
 Ocugen (OCGN) | 0.04% | 0% | 11.97% | 8/15/2022 |
 Virgin Galactic (SPCE) | 0.03% | 0% | 28.94% | 3/25/2024 |
 United States Oil Fund (USO) | 0.02% | 0% | 1.35% | 3/14/2022 |
 Rivian (RIVN) | 0.02% | 0% | 2.42% | 2/3/2022 |
 Asana (ASAN) | 0.02% | 0% | 1.43% | 1/20/2022 |
 TaskUs (TASK) | 0.02% | 0% | 1.43% | 1/20/2022 |
 Moderna (MRNA) | 0.01% | 0% | 1.43% | 1/20/2022 |
 Sterling (STRL.US) | 0.01% | 1.08% | 0.86% | - |
 Ayvens (AYV.PA) | 0% | 0% | 0.5% | 8/21/2025 |
 Solana (SOL) | 0% | 0% | 0.21% | 6/13/2025 |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0.36% | 3/2/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.07% | 1/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 5.73% | 5.68% |
| NVIDIA (NVDA) | 2.6% | 5.34% |
| Amazon (AMZN) | 4.1% | 5.31% |
| Hermes (RMS.PA) | 4.32% | 5.01% |
| Broadcom (AVGO) | 1.65% | 4.89% |
| Apple (AAPL) | 3.65% | 4.39% |
| ProShares UltraPro QQQ (TQQQ) | 5.44% | 3.82% |
| Alphabet (GOOGL) | 2.75% | 3.01% |
| Meta (META) | 2.77% | 2.92% |
| Eli Lilly (LLY) | 1.24% | 2.77% |
| Visa (V) | 2.71% | 2.76% |
| LVMH (MC.PA) | 3.12% | 2.58% |
| Hims & Hers (HIMS) | 2.47% | 2.52% |
| Republic Services (RSG) | 1.86% | 2.34% |
| Waste Management (WM) | 1.96% | 1.96% |
| ServiceNow (NOW) | 1.52% | 1.9% |
| Shopify (SHOP) | 1.37% | 1.87% |
| PayPal (PYPL) | 1.65% | 1.85% |
| UnitedHealth (UNH) | 2.2% | 1.78% |
| Crowdstrike (CRWD) | 1.61% | 1.68% |
| Salesforce (CRM) | 1.65% | 1.64% |
| Adidas (ADS.DE) | 1.23% | 1.64% |
| Novo Nordisk (NOVO-B.CO) | 1.48% | 1.52% |
| Ethereum (ETH) | 1.86% | 1.46% |
| ASML (ASML.NV) | 2.18% | 1.45% |
| Intuitive Surgical (ISRG) | 1.65% | 1.4% |
| Mastercard (MA) | 1.3% | 1.4% |
| Garmin (GRMN) | 0.74% | 1.38% |
| Adobe (ADBE) | 2.06% | 1.35% |
| Enphase (ENPH) | 3.09% | 1.32% |
| Costco (COST) | 1.23% | 1.25% |
| Dell (DELL) | 1.65% | 1.24% |
| Iberdrola (IBE.MC) | 1.54% | 1.2% |
| NextEra (NEE) | 1.21% | 1.19% |
| Carnival (CCL) | 1.15% | 1.17% |
| MercadoLibre (MELI) | 1.03% | 1.15% |
| PulteGroup (PHM) | 1.1% | 1.13% |
| IIPR (IIPR) | 1.84% | 1.06% |
| Walmart (WMT) | 0.79% | 0.93% |
| First Trust Water ETF (FIW.US) | 0.95% | 0.92% |
| L'Oréal (OR.PA) | 1.23% | 0.91% |
| AMD (AMD) | 1.65% | 0.9% |
| Nike (NKE) | 1.65% | 0.89% |
| Amgen (AMGN) | 0.95% | 0.88% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.09% | 0.86% |
| Aurubis (NDA.DE) | 1.32% | 0.79% |
| Orsted (ORSTED.CO) | 1.5% | 0.77% |
| Booking (BKNG) | 0.82% | 0.77% |
| Micron (MU) | 0.8% | 0.71% |
| Intel (INTC) | 1.24% | 0.68% |
| Napco (NSSC) | 0.89% | 0.44% |
| Atlassian (TEAM) | 0.5% | 0.41% |
| Perimeter Solutions (PRM) | 0.52% | 0.4% |
| Dior (CDI.PA) | 0.62% | 0.36% |
| iShares Global clean energy ETF (ICLN) | 0.47% | 0.18% |
| NOVATEK OAO (NVTKL.L) | 0.21% | 0% |