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Portfolio Diversification
Range
Most Diversified
81 instruments
April 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
57.6 instruments
Most Consistent Holdings
Top 5
META99.36%
MSFT99.36%
V99.36%
NVDA99.36%
SHOP99.36%
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) | 6.43% | 7.54% | 99.36% | - |
| NVIDIA (NVDA) | 4.69% | 4.46% | 99.36% | - |
 Apple (AAPL) | 4.31% | 0% | 71.91% | 6/26/2025 |
 Amazon (AMZN) | 4.23% | 5.74% | 97.74% | - |
 Hermes (RMS.PA) | 3.83% | 4.14% | 97.39% | - |
 Eli Lilly (LLY) | 3.23% | 3.21% | 99.25% | - |
 Broadcom (AVGO) | 3.2% | 2.56% | 99.3% | - |
 Alphabet (GOOGL) | 3.03% | 3.72% | 99.36% | - |
| Visa (V) | 2.85% | 2.22% | 99.36% | - |
| Meta (META) | 2.8% | 5.12% | 99.36% | - |
 Republic Services (RSG) | 1.86% | 2.04% | 79.34% | - |
 Micron (MU) | 1.66% | 2.45% | 99.3% | - |
 UnitedHealth (UNH) | 1.59% | 1.85% | 80.85% | - |
 Novo Nordisk (NOVO-B.CO) | 1.56% | 1.8% | 85.78% | - |
 Enphase (ENPH) | 1.45% | 0% | 70.17% | 5/27/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.41% | 0% | 60.53% | 1/13/2025 |
| Shopify (SHOP) | 1.38% | 1.91% | 99.36% | - |
 Crowdstrike (CRWD) | 1.36% | 2.91% | 99.36% | - |
 Waste Management (WM) | 1.34% | 0% | 66.51% | 11/3/2025 |
 MercadoLibre (MELI) | 1.32% | 2.34% | 96.17% | - |
 Thermo Fisher (TMO) | 1.31% | 0% | 51.54% | 7/8/2024 |
 Accenture (ACN) | 1.27% | 0% | 51.54% | 7/8/2024 |
 IAG (IAG.L) | 1.21% | 1.91% | 82.99% | - |
 TSMC (TSM) | 1.15% | 4.88% | 27.8% | - |
 Mastercard (MA) | 1.13% | 1.03% | 94.6% | - |
 First Trust Water ETF (FIW.US) | 1.11% | 0% | 71.21% | 7/25/2025 |
 ProShares UltraPro QQQ (TQQQ) | 1.01% | 1.58% | 32.04% | - |
 Alibaba (9988.HK) | 1.01% | 0.43% | 72.2% | - |
 L'Oréal (OR.PA) | 1% | 0% | 81.08% | 2/27/2026 |
 Costco (COST) | 0.92% | 1.03% | 98.2% | - |
 Adidas (ADS.DE) | 0.92% | 0% | 57.11% | 8/15/2025 |
 CareTrust REIT (CTRE) | 0.87% | 2.46% | 36.91% | - |
 Orsted (ORSTED.CO) | 0.83% | 0.47% | 76.9% | - |
 ServiceNow (NOW) | 0.81% | 0.86% | 61.75% | - |
 Aurubis (NDA.DE) | 0.8% | 0% | 68.95% | 5/26/2025 |
 Adobe (ADBE) | 0.79% | 0% | 64.54% | 2/19/2025 |
 Nike (NKE) | 0.73% | 0% | 69.01% | 5/27/2025 |
 IIPR (IIPR) | 0.71% | 0.52% | 72.84% | - |
 Credo (CRDO) | 0.69% | 1.91% | 28.21% | - |
 Carnival (CCL) | 0.67% | 1.66% | 42.72% | - |
 Invesco QQQ (QQQ) | 0.65% | 0% | 47.24% | 6/23/2025 |
 Intel (INTC) | 0.64% | 0% | 50.15% | 5/27/2025 |
 Ethereum (ETH) | 0.63% | 0% | 66.45% | 12/18/2025 |
 Garmin (GRMN) | 0.62% | 0% | 56.59% | 7/3/2025 |
 Intuitive Surgical (ISRG) | 0.61% | 1.66% | 42.66% | - |
 NextEra (NEE) | 0.6% | 0% | 54.56% | 6/20/2025 |
 Tesla (TSLA) | 0.6% | 0% | 53.34% | 8/8/2024 |
 PulteGroup (PHM) | 0.59% | 0% | 78.99% | 11/24/2025 |
 Comfort Systems USA (FIX) | 0.57% | 1.21% | 36.91% | - |
 Enbridge (ENB) | 0.55% | 0% | 44.34% | 4/29/2024 |
 Hims & Hers (HIMS) | 0.55% | 1.2% | 42.83% | - |
 Heritage Insurance (HRTG) | 0.55% | 2.72% | 23.91% | - |
 Sezzle (SEZL) | 0.55% | 2.18% | 27.57% | - |
 ADM (ADM) | 0.53% | 0% | 47.53% | 4/29/2024 |
 Amgen (AMGN) | 0.49% | 0% | 45.15% | 7/25/2025 |
 Pfizer (PFE) | 0.49% | 1.42% | 40.74% | - |
 Home Depot (HD) | 0.49% | 0% | 40.92% | 10/4/2024 |
 Nestle (NESN.ZU) | 0.47% | 0% | 34.65% | 8/5/2024 |
 Disney (DIS) | 0.46% | 0% | 29.37% | 6/17/2025 |
 Salesforce (CRM) | 0.43% | 0% | 30.88% | 10/30/2025 |
 PayPal (PYPL) | 0.43% | 0% | 26.12% | 10/3/2025 |
 Booking (BKNG) | 0.42% | 1.35% | 42.72% | - |
 Atlassian (TEAM) | 0.42% | 0% | 62.45% | 1/13/2025 |
 Johnson & Johnson (JNJ) | 0.41% | 0% | 33.95% | 4/29/2024 |
 Perimeter Solutions (PRM) | 0.41% | 1.15% | 42.72% | - |
 Sea (SE) | 0.4% | 0.55% | 59.66% | - |
 LVMH (MC.PA) | 0.39% | 0% | 16.37% | 5/30/2025 |
 Procter & Gamble (PG) | 0.37% | 0% | 39.29% | 12/29/2023 |
 Lam Research (LRCX) | 0.37% | 0% | 35.46% | 10/2/2023 |
 Iberdrola (IBE.MC) | 0.36% | 0% | 27.68% | 3/9/2026 |
 Vanguard S&P 500 ETF (VOO) | 0.36% | 0% | 32.44% | 8/8/2023 |
 Analog Devices (ADI.US) | 0.34% | 0% | 35.46% | 10/2/2023 |
 ASML (ASML.NV) | 0.34% | 0% | 24.03% | 6/20/2025 |
 PepsiCo (PEP) | 0.33% | 0% | 31.22% | 8/5/2024 |
 Danaher (DHR) | 0.33% | 0% | 35.46% | 10/2/2023 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.32% | 0% | 32.44% | 8/8/2023 |
 Lowe's (LOW) | 0.31% | 0% | 40.51% | 12/29/2023 |
 Walmart (WMT) | 0.3% | 0% | 23.85% | 6/17/2025 |
 Dell (DELL) | 0.3% | 0% | 25.3% | 12/19/2025 |
 Siemens (SIE.DE) | 0.3% | 0.92% | 28.79% | - |
 Netflix (NFLX) | 0.3% | 1.78% | 15.32% | - |
 Applied Materials (AMAT) | 0.29% | 0% | 35.46% | 10/2/2023 |
 Airbnb (ABNB) | 0.29% | 0% | 47.53% | 4/29/2024 |
 MasTec (MTZ) | 0.29% | 0% | 20.2% | 6/3/2026 |
 Li Auto (LI) | 0.29% | 0% | 28.09% | 5/25/2023 |
 Marvell (MRVL) | 0.29% | 0% | 35.46% | 10/2/2023 |
 Allianz (ALV.DE) | 0.29% | 1.45% | 29.02% | - |
 iShares Global clean energy ETF (ICLN) | 0.28% | 0% | 64.54% | 2/19/2025 |
 Maersk (MAERSKB.CO) | 0.27% | 0% | 26.18% | 4/5/2024 |
 AMD (AMD) | 0.27% | 0% | 26% | 6/20/2025 |
 Cloudflare (NET) | 0.26% | 0% | 36.04% | 10/30/2025 |
 Ford (F) | 0.26% | 0% | 32.21% | 8/8/2023 |
 Northrop Grumman (NOC) | 0.23% | 0% | 25.59% | 4/29/2024 |
 Atour (ATAT) | 0.23% | 0% | 13.52% | 3/5/2026 |
 ICON (ICLR) | 0.23% | 0% | 30.12% | 10/4/2024 |
 Nio (NIO) | 0.22% | 0% | 12.94% | 8/15/2022 |
 Dior (CDI.PA) | 0.19% | 0% | 39.29% | 2/20/2025 |
 Equinix (EQIX) | 0.19% | 1.15% | 17.24% | - |
 Proshares Ultra S&P 500 (SSO) | 0.19% | 1.3% | 13.87% | - |
 Block Inc. (XYZ) | 0.18% | 0% | 32.15% | 8/3/2023 |
 Evoqua Water Technologies Corp (AQUA) | 0.16% | 0% | 25.13% | 5/29/2023 |
 Merck (MRK) | 0.15% | 0.9% | 17.35% | - |
 NIO (9866.HK) | 0.14% | 0% | 22.52% | 10/4/2023 |
 Arista (ANET) | 0.13% | 0% | 11.78% | 7/8/2026 |
 Autozone (AZO) | 0.11% | 0% | 9.46% | 11/24/2025 |
 Alibaba (BABA) | 0.11% | 0% | 8.3% | 8/15/2022 |
 Oracle (ORCL) | 0.1% | 0% | 7.54% | 6/2/2025 |
 Coca-Cola (KO) | 0.09% | 0% | 10.5% | 4/4/2024 |
 Quanta Services (PWR) | 0.09% | 0% | 9.4% | 6/2/2026 |
 Stride (LRN) | 0.09% | 0% | 10.27% | 12/8/2025 |
 Allegro MicroSystems (ALGM) | 0.09% | 0% | 4.64% | 3/22/2022 |
 Ferrari (RACE) | 0.08% | 0.96% | 8.59% | - |
 Norwegian (NAS.OL) | 0.08% | 0% | 28.9% | 8/3/2023 |
 Napco (NSSC) | 0.08% | 0% | 17.59% | 5/27/2025 |
 Teladoc (TDOC) | 0.07% | 0% | 19.21% | 8/3/2023 |
 Unity (U) | 0.07% | 0% | 4.64% | 3/22/2022 |
 Sterling (STRL.US) | 0.07% | 0% | 5.86% | 3/5/2026 |
 Corsair (CRSR) | 0.07% | 0% | 30.35% | 7/31/2023 |
 Roblox (RBLX) | 0.06% | 0% | 25.19% | 5/30/2023 |
 Orron (ORRON.ST) | 0.06% | 0% | 8.59% | 5/8/2023 |
 Asensus (ASXC) | 0.06% | 0% | 30.35% | 7/31/2023 |
 Alphabet (GOOG) | 0.06% | 0% | 13.58% | 4/28/2023 |
 BioNano (BNGO) | 0.05% | 0% | 25.19% | 5/30/2023 |
 Union Pacific (UNP) | 0.05% | 0% | 10.04% | 7/31/2023 |
 Align (ALGN) | 0.05% | 0% | 3.77% | 3/7/2022 |
 Waste Connections (WCN) | 0.04% | 0% | 8.94% | 10/2/2023 |
 SPDR Gold (GLD) | 0.04% | 0% | 2.44% | 3/24/2026 |
 Intuit (INTU) | 0.04% | 0% | 3.77% | 3/7/2022 |
 McDonald's (MCD) | 0.04% | 0.52% | 7.02% | - |
 Biohaven Pharmaceutical Holding Co Ltd (BHVN.OLD) | 0.04% | 0% | 3.77% | 3/7/2022 |
 Clearway Energy (CWEN) | 0.04% | 0% | 4.24% | 9/3/2025 |
 AbbVie (ABBV) | 0.04% | 0% | 3.31% | 10/4/2024 |
 Trimble (TRMB) | 0.04% | 0% | 3.08% | 2/22/2022 |
 Autodesk (ADSK) | 0.03% | 0% | 3.08% | 2/22/2022 |
 Ocugen (OCGN) | 0.03% | 0% | 9.75% | 8/15/2022 |
 Virgin Galactic (SPCE) | 0.02% | 0% | 23.56% | 3/25/2024 |
 Rheinmetall (RHM.DE) | 0.02% | 0% | 1.86% | 3/31/2026 |
 BAE Systems (BA.L) | 0.02% | 0% | 1.86% | 3/31/2026 |
 United States Oil Fund (USO) | 0.02% | 0% | 1.1% | 3/14/2022 |
 Rivian (RIVN) | 0.02% | 0% | 1.97% | 2/3/2022 |
 Asana (ASAN) | 0.01% | 0% | 1.16% | 1/20/2022 |
 TaskUs (TASK) | 0.01% | 0% | 1.16% | 1/20/2022 |
 Moderna (MRNA) | 0.01% | 0% | 1.16% | 1/20/2022 |
 Vinci (DG.PA) | 0% | 0.61% | 0.52% | - |
 Ayvens (AYV.PA) | 0% | 0% | 0.41% | 8/21/2025 |
 Solana (SOL) | 0% | 0% | 0.17% | 6/13/2025 |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0.29% | 3/2/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.06% | 1/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 6.24% | 6.28% |
| Amazon (AMZN) | 5.35% | 5.5% |
| Meta (META) | 6.22% | 5.46% |
| NVIDIA (NVDA) | 2.01% | 4.82% |
| Hermes (RMS.PA) | 4.5% | 4.06% |
| TSMC (TSM) | 4.17% | 4.02% |
| Alphabet (GOOGL) | 2.32% | 3.94% |
| Micron (MU) | 1.75% | 3.92% |
| Broadcom (AVGO) | 0.94% | 3.92% |
| Eli Lilly (LLY) | 1.39% | 3.44% |
| Credo (CRDO) | 2.37% | 2.73% |
| Heritage Insurance (HRTG) | 2.94% | 2.72% |
| CareTrust REIT (CTRE) | 2.78% | 2.67% |
| Visa (V) | 2.28% | 2.43% |
| Novo Nordisk (NOVO-B.CO) | 3.33% | 2.27% |
| Shopify (SHOP) | 1.15% | 2.24% |
| Comfort Systems USA (FIX) | 1.55% | 2.06% |
| MercadoLibre (MELI) | 2.33% | 2% |
| Republic Services (RSG) | 1.56% | 1.95% |
| UnitedHealth (UNH) | 3.01% | 1.86% |
| Crowdstrike (CRWD) | 1.35% | 1.82% |
| IAG (IAG.L) | 1.94% | 1.81% |
| Carnival (CCL) | 1.67% | 1.73% |
| Atour (ATAT) | 2.12% | 1.71% |
| Sezzle (SEZL) | 4.88% | 1.6% |
| MasTec (MTZ) | 1.8% | 1.54% |
| Pfizer (PFE) | 2.08% | 1.51% |
| Perimeter Solutions (PRM) | 1.19% | 1.47% |
| Intuitive Surgical (ISRG) | 1.74% | 1.44% |
| Iberdrola (IBE.MC) | 1.3% | 1.36% |
| Mastercard (MA) | 1.1% | 1.2% |
| Sea (SE) | 1.91% | 1.14% |
| Costco (COST) | 1.45% | 1.13% |
| ServiceNow (NOW) | 1.28% | 1.09% |
| Arista (ANET) | 1.42% | 1.06% |
| Siemens (SIE.DE) | 1.3% | 1.05% |
| Sterling (STRL.US) | 1.46% | 1.02% |
| Booking (BKNG) | 1.15% | 1% |
| Allianz (ALV.DE) | 1.04% | 0.86% |
| Merck (MRK) | 1.04% | 0.81% |
| L'Oréal (OR.PA) | 1.04% | 0.78% |
| Equinix (EQIX) | 1.04% | 0.78% |
| Quanta Services (PWR) | 1.04% | 0.76% |
| Alibaba (9988.HK) | 0.93% | 0.74% |
| IIPR (IIPR) | 1.55% | 0.6% |
| Hims & Hers (HIMS) | 1.39% | 0.48% |
| NOVATEK OAO (NVTKL.L) | 0.17% | 0% |
Cash & Instruments Over Time
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