Portfolio Diversification
Range
Most Diversified
107 instruments
January 23, 2025
Least Diversified
0 instruments
October 25, 2024
Average
87.6 instruments
Most Consistent Holdings
Top 5
META98.02%
MSFT98.02%
KO98.02%
NVDA98.02%
COST98.02%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 25, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 5.52% | 0% | 95.05% | 2/1/2025 |
| Meta (META) | 5.3% | 0% | 98.02% | 2/1/2025 |
| NVIDIA (NVDA) | 5.01% | 0% | 98.02% | 2/1/2025 |
| Microsoft (MSFT) | 4.71% | 0% | 98.02% | 2/1/2025 |
 Eli Lilly (LLY) | 3.62% | 0% | 98.02% | 2/1/2025 |
 Visa (V) | 3.13% | 0% | 93.07% | 2/1/2025 |
 UnitedHealth (UNH) | 2.64% | 0% | 88.12% | 2/1/2025 |
 Mastercard (MA) | 2.47% | 0% | 89.11% | 2/1/2025 |
 Alphabet (GOOGL) | 2.38% | 0% | 86.14% | 2/1/2025 |
| Costco (COST) | 2.27% | 0% | 98.02% | 2/1/2025 |
 Alphabet (GOOG) | 2.1% | 0% | 86.14% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.88% | 0% | 89.11% | 2/1/2025 |
 Procter & Gamble (PG) | 1.51% | 0% | 95.05% | 2/1/2025 |
| Coca-Cola (KO) | 1.43% | 0% | 98.02% | 2/1/2025 |
 Netflix (NFLX) | 1.38% | 0% | 85.15% | 2/1/2025 |
 Adobe (ADBE) | 1.34% | 0% | 86.14% | 2/1/2025 |
 Accenture (ACN) | 1.24% | 0% | 89.11% | 2/1/2025 |
 Cisco (CSCO) | 1.21% | 0% | 85.15% | 2/1/2025 |
 TSMC (TSM) | 1.2% | 0% | 86.14% | 2/1/2025 |
 Bitcoin (BTC) | 1.17% | 0% | 82.18% | 2/1/2025 |
 PepsiCo (PEP) | 1.08% | 0% | 95.05% | 2/1/2025 |
 Novo-Nordisk (NVO) | 1.05% | 0% | 85.15% | 2/1/2025 |
 Solana (SOL) | 1.05% | 0% | 71.29% | 2/1/2025 |
 Ethereum (ETH) | 0.97% | 0% | 75.25% | 2/1/2025 |
 Caterpillar (CAT) | 0.94% | 0% | 85.15% | 2/1/2025 |
 Texas Instruments (TXN) | 0.94% | 0% | 85.15% | 2/1/2025 |
 Qualcomm (QCOM) | 0.91% | 0% | 86.14% | 2/1/2025 |
 Merck (MRK) | 0.88% | 0% | 52.48% | 2/1/2025 |
 Applied Materials (AMAT) | 0.85% | 0% | 85.15% | 2/1/2025 |
 ADP (ADP) | 0.85% | 0% | 85.15% | 2/1/2025 |
 ASML (ASML) | 0.84% | 0% | 85.15% | 2/1/2025 |
 Honeywell (HON) | 0.67% | 0% | 85.15% | 2/1/2025 |
 TJX (TJX) | 0.62% | 0% | 85.15% | 2/1/2025 |
 Arista (ANET) | 0.61% | 0% | 85.15% | 2/1/2025 |
 Roche (ROG.ZU) | 0.6% | 0% | 84.16% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.6% | 0% | 85.15% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.59% | 0% | 85.15% | 2/1/2025 |
 Lam Research (LRCX) | 0.58% | 0% | 85.15% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.52% | 0% | 84.16% | 2/1/2025 |
 Vertex (VRTX) | 0.52% | 0% | 85.15% | 2/1/2025 |
 Marsh & McLennan (MMC) | 0.52% | 0% | 85.15% | 2/1/2025 |
 KLA (KLAC) | 0.52% | 0% | 85.15% | 2/1/2025 |
 AstraZeneca (AZN) | 0.5% | 0% | 85.15% | 2/1/2025 |
 Nike (NKE) | 0.48% | 0% | 85.15% | 2/1/2025 |
 Novartis (NVS) | 0.47% | 0% | 85.15% | 2/1/2025 |
 BlackRock (BLK) | 0.46% | 0% | 85.15% | 2/1/2025 |
 Amphenol (APH) | 0.45% | 0% | 94.06% | 2/1/2025 |
 Trane (TT) | 0.45% | 0% | 85.15% | 2/1/2025 |
 Zoetis (ZTS) | 0.45% | 0% | 85.15% | 2/1/2025 |
 LVMH (MC.PA) | 0.44% | 0% | 84.16% | 2/1/2025 |
 Chipotle (CMG) | 0.43% | 0% | 85.15% | 2/1/2025 |
 Cintas (CTAS) | 0.42% | 0% | 85.15% | 2/1/2025 |
 Cadence (CDNS) | 0.42% | 0% | 85.15% | 2/1/2025 |
 Moody's (MCO) | 0.42% | 0% | 94.06% | 2/1/2025 |
 ITW (ITW) | 0.42% | 0% | 85.15% | 2/1/2025 |
 Synopsys (SNPS) | 0.39% | 0% | 85.15% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 0.36% | 0% | 51.49% | 2/1/2025 |
 Monolithic Power (MPWR) | 0.36% | 0% | 94.06% | 2/1/2025 |
 Paychex (PAYX) | 0.35% | 0% | 94.06% | 2/1/2025 |
 GE (GE) | 0.34% | 0% | 85.15% | 2/1/2025 |
 Aflac (AFL) | 0.33% | 0% | 94.06% | 2/1/2025 |
 Unilever (UL.US) | 0.33% | 0% | 85.15% | 2/1/2025 |
 Grainger (GWW) | 0.33% | 0% | 87.13% | 2/1/2025 |
 Microchip (MCHP) | 0.33% | 0% | 94.06% | 2/1/2025 |
 Autodesk (ADSK) | 0.32% | 0% | 94.06% | 2/1/2025 |
 Ferguson (FERG.L) | 0.32% | 0% | 85.15% | 2/1/2025 |
 Intuit (INTU) | 0.31% | 0% | 51.49% | 2/1/2025 |
 Union Pacific (UNP) | 0.29% | 0% | 85.15% | 2/1/2025 |
 Fastenal (FAST) | 0.28% | 0% | 91.09% | 2/1/2025 |
 Copart (CPRT) | 0.27% | 0% | 94.06% | 2/1/2025 |
 Sherwin-Williams (SHW) | 0.27% | 0% | 85.15% | 2/1/2025 |
 IDEXX (IDXX) | 0.27% | 0% | 94.06% | 2/1/2025 |
 ABB (ABBN.ZU) | 0.26% | 0% | 84.16% | 2/1/2025 |
 TE Connectivity (TEL.US) | 0.25% | 0% | 94.06% | 2/1/2025 |
 3M (MMM) | 0.25% | 0% | 85.15% | 2/1/2025 |
 Cummins (CMI) | 0.25% | 0% | 94.06% | 2/1/2025 |
 L'Oréal (OR.PA) | 0.25% | 0% | 84.16% | 2/1/2025 |
 Lululemon (LULU) | 0.25% | 0% | 91.09% | 2/1/2025 |
 Public Storage (PSA) | 0.25% | 0% | 87.13% | 2/1/2025 |
 BHP (BHP) | 0.24% | 0% | 85.15% | 2/1/2025 |
 D.R. Horton (DHI) | 0.23% | 0% | 87.13% | 2/1/2025 |
 GlaxoSmithKline (GSK) | 0.23% | 0% | 85.15% | 2/1/2025 |
 Edwards Lifesciences (EW) | 0.23% | 0% | 94.06% | 2/1/2025 |
 Old Dominion (ODFL) | 0.23% | 0% | 91.09% | 2/1/2025 |
 RELX (RELX) | 0.22% | 0% | 85.15% | 2/1/2025 |
 Prologis (PLD) | 0.22% | 0% | 57.43% | 2/1/2025 |
 Agilent (A) | 0.21% | 0% | 91.09% | 2/1/2025 |
 Arch Capital (ACGL) | 0.2% | 0% | 94.06% | 2/1/2025 |
 ResMed (RMD) | 0.2% | 0% | 94.06% | 2/1/2025 |
 Cognizant (CTSH) | 0.2% | 0% | 87.13% | 2/1/2025 |
 Rockwell Automation (ROK) | 0.19% | 0% | 94.06% | 2/1/2025 |
 Ameriprise (AMP.US) | 0.18% | 0% | 51.49% | 2/1/2025 |
 Tractor Supply (TSCO) | 0.18% | 0% | 93.07% | 2/1/2025 |
 NVR (NVR) | 0.17% | 0% | 87.13% | 2/1/2025 |
 Hermes (RMS.PA) | 0.15% | 0% | 57.43% | 2/1/2025 |
 Linde PLC (LIN.DE) | 0.14% | 0% | 50.5% | 2/1/2025 |
 PDD Holdings (PDD) | 0.14% | 0% | 85.15% | 2/1/2025 |
 Monster Beverage (MNST) | 0.13% | 0% | 57.43% | 2/1/2025 |
 Parker-Hannifin (PH) | 0.12% | 0% | 51.49% | 2/1/2025 |
 Rio Tinto (RIO) | 0.12% | 0% | 51.49% | 2/1/2025 |
 PayPal (PYPL) | 0.11% | 0% | 51.49% | 2/1/2025 |
 Inditex (ITX.MC) | 0.11% | 0% | 50.5% | 2/1/2025 |
 Deckers (DECK) | 0.05% | 0% | 23.76% | 2/1/2025 |
 Evolution (EVO.ST) | 0.05% | 0% | 24.75% | 2/1/2025 |
 Munich Re (MUV2.DE) | 0.05% | 0% | 23.76% | 2/1/2025 |
 NetApp (NTAP) | 0.03% | 0% | 12.87% | 11/11/2024 |
 Amundi Russell 1000 Growth UCITS ETF Acc (MWOT.DE) | 0.02% | 0% | 11.88% | 2/1/2025 |
 Ferrari (RACE) | 0.02% | 0% | 8.91% | 11/7/2024 |
 Diageo (DGE.L) | 0.02% | 0% | 8.91% | 11/8/2024 |
 Rio Tinto (RIO.L) | 0.02% | 0% | 8.91% | 11/8/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.02% | 0% | 9.9% | 2/1/2025 |
 CNR (CNI) | 0.02% | 0% | 8.91% | 11/7/2024 |
 Veralto (VLTO) | 0.02% | 0% | 7.92% | 11/6/2024 |
 Canadian Pacific (CP) | 0.01% | 0% | 5.94% | 11/4/2024 |
 Arbor Realty (ABR) | 0.01% | 0% | 5.94% | 12/11/2024 |
 Veeva (VEEV) | 0.01% | 0% | 3.96% | 11/11/2024 |
 Apollo (APO) | 0.01% | 0% | 3.96% | 11/11/2024 |
 Infosys (INFY) | 0.01% | 0% | 3.96% | 11/11/2024 |
 Target (TGT) | 0.01% | 0% | 3.96% | 11/11/2024 |
 PulteGroup (PHM) | 0% | 0% | 1.98% | 10/31/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 5.65% | 6.13% |
| Microsoft (MSFT) | 5.27% | 5.32% |
| NVIDIA (NVDA) | 5.37% | 5.23% |
| Meta (META) | 5.23% | 5.23% |
| Visa (V) | 3.59% | 3.85% |
| Eli Lilly (LLY) | 3.92% | 3.82% |
| UnitedHealth (UNH) | 3.48% | 3.03% |
| Alphabet (GOOGL) | 2.68% | 2.83% |
| Mastercard (MA) | 2.65% | 2.82% |
| Costco (COST) | 2.47% | 2.49% |
| Alphabet (GOOG) | 2.33% | 2.45% |
| Procter & Gamble (PG) | 2.26% | 2.38% |
| Netflix (NFLX) | 2.08% | 2.15% |
| Johnson & Johnson (JNJ) | 2.04% | 2.01% |
| Merck (MRK) | 1.66% | 1.73% |
| Coca-Cola (KO) | 1.53% | 1.58% |
| Adobe (ADBE) | 1.69% | 1.54% |
| Bitcoin (BTC) | 1.43% | 1.43% |
| Accenture (ACN) | 1.33% | 1.37% |
| Solana (SOL) | 1.47% | 1.33% |
| Cisco (CSCO) | 1.21% | 1.31% |
| Ethereum (ETH) | 1.35% | 1.26% |
| TSMC (TSM) | 1.15% | 1.22% |
| Novo-Nordisk (NVO) | 1.43% | 1.2% |
| PepsiCo (PEP) | 1.17% | 1.15% |
| ASML (ASML) | 1.09% | 1.14% |
| Caterpillar (CAT) | 1.1% | 1.06% |
| Qualcomm (QCOM) | 1.03% | 1.01% |
| Texas Instruments (TXN) | 1.08% | 0.99% |
| ADP (ADP) | 0.94% | 0.96% |
| Applied Materials (AMAT) | 0.99% | 0.91% |
| LVMH (MC.PA) | 0.78% | 0.84% |
| Roche (ROG.ZU) | 0.79% | 0.82% |
| Arista (ANET) | 0.7% | 0.73% |
| Honeywell (HON) | 0.71% | 0.73% |
| Palo Alto Networks (PANW) | 0.72% | 0.7% |
| Nestle (NESN.ZU) | 0.65% | 0.7% |
| Lam Research (LRCX) | 0.7% | 0.69% |
| TJX (TJX) | 0.68% | 0.69% |
| Intuitive Surgical (ISRG) | 0.67% | 0.68% |
| Lockheed Martin (LMT) | 0.64% | 0.66% |
| AstraZeneca (AZN) | 0.62% | 0.64% |
| Novartis (NVS) | 0.63% | 0.63% |
| Intuit (INTU) | 0.62% | 0.63% |
| Marsh & McLennan (MMC) | 0.57% | 0.58% |
| KLA (KLAC) | 0.55% | 0.56% |
| Vertex (VRTX) | 0.63% | 0.55% |
| BlackRock (BLK) | 0.53% | 0.54% |
| Nike (NKE) | 0.53% | 0.54% |
| Trane (TT) | 0.54% | 0.51% |
| ABB (ABBN.ZU) | 0.47% | 0.49% |
| Zoetis (ZTS) | 0.48% | 0.48% |
| Amphenol (APH) | 0.47% | 0.48% |
| Cadence (CDNS) | 0.45% | 0.47% |
| Chipotle (CMG) | 0.48% | 0.47% |
| L'Oréal (OR.PA) | 0.45% | 0.47% |
| ITW (ITW) | 0.47% | 0.46% |
| GlaxoSmithKline (GSK) | 0.44% | 0.45% |
| Ferguson (FERG.L) | 0.48% | 0.45% |
| Cintas (CTAS) | 0.53% | 0.45% |
| Unilever (UL.US) | 0.42% | 0.43% |
| Synopsys (SNPS) | 0.48% | 0.43% |
| Moody's (MCO) | 0.42% | 0.43% |
| Monolithic Power (MPWR) | 0.47% | 0.39% |
| Prologis (PLD) | 0.38% | 0.38% |
| GE (GE) | 0.4% | 0.38% |
| Paychex (PAYX) | 0.37% | 0.37% |
| Microchip (MCHP) | 0.43% | 0.36% |
| Grainger (GWW) | 0.39% | 0.36% |
| Ameriprise (AMP.US) | 0.35% | 0.36% |
| Aflac (AFL) | 0.35% | 0.36% |
| Autodesk (ADSK) | 0.34% | 0.35% |
| Union Pacific (UNP) | 0.31% | 0.31% |
| RELX (RELX) | 0.29% | 0.3% |
| Sherwin-Williams (SHW) | 0.32% | 0.3% |
| 3M (MMM) | 0.29% | 0.3% |
| Linde PLC (LIN.DE) | 0.28% | 0.29% |
| IDEXX (IDXX) | 0.28% | 0.28% |
| Public Storage (PSA) | 0.29% | 0.28% |
| BHP (BHP) | 0.31% | 0.28% |
| Fastenal (FAST) | 0.29% | 0.28% |
| Copart (CPRT) | 0.28% | 0.27% |
| TE Connectivity (TEL.US) | 0.27% | 0.27% |
| Cummins (CMI) | 0.26% | 0.27% |
| Lululemon (LULU) | 0.26% | 0.26% |
| Hermes (RMS.PA) | 0.24% | 0.26% |
| D.R. Horton (DHI) | 0.29% | 0.26% |
| Edwards Lifesciences (EW) | 0.22% | 0.24% |
| Monster Beverage (MNST) | 0.22% | 0.24% |
| Old Dominion (ODFL) | 0.28% | 0.23% |
| Rio Tinto (RIO) | 0.24% | 0.23% |
| Parker-Hannifin (PH) | 0.23% | 0.23% |
| Inditex (ITX.MC) | 0.22% | 0.23% |
| Cognizant (CTSH) | 0.22% | 0.22% |
| Arch Capital (ACGL) | 0.21% | 0.21% |
| ResMed (RMD) | 0.21% | 0.21% |
| Agilent (A) | 0.21% | 0.21% |
| PayPal (PYPL) | 0.21% | 0.21% |
| NVR (NVR) | 0.21% | 0.2% |
| Rockwell Automation (ROK) | 0.19% | 0.2% |
| Tractor Supply (TSCO) | 0.19% | 0.19% |
| PDD Holdings (PDD) | 0.19% | 0.16% |