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Portfolio Diversification
Range
Most Diversified
17 instruments
April 13, 2024
Least Diversified
0 instruments
January 2, 2023
Average
10.2 instruments
Most Consistent Holdings
Top 5
NVDA40.6%
GOOG32.82%
MSFT32.82%
CSCO32.82%
ALLE32.82%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.25% | 0% | 32.82% | 1/5/2026 |
 iShares Global Healthcare ETF (IXJ) | 3.07% | 0% | 32.82% | 1/5/2026 |
 iShares Edge MSCI USA Quality (QUAL) | 3.03% | 0% | 32.64% | 1/5/2026 |
 iShares MSCI India ETF (INDA) | 2.93% | 0% | 32.82% | 1/5/2026 |
 Deckers (DECK) | 2.37% | 0% | 32.82% | 1/2/2025 |
| NVIDIA (NVDA) | 2.31% | 0% | 40.6% | 1/5/2026 |
 Monolithic Power (MPWR) | 2.12% | 0% | 32.82% | 1/5/2026 |
 Verisign (VRSN) | 2.1% | 0% | 32.82% | 1/5/2026 |
| Alphabet (GOOG) | 1.99% | 0% | 32.82% | 1/2/2025 |
| Microsoft (MSFT) | 1.9% | 0% | 32.82% | 1/2/2025 |
 Bitcoin (BTC) | 1.84% | 0% | 32.73% | 1/5/2026 |
 Grand Canyon Education (LOPE) | 1.8% | 0% | 32.82% | 1/2/2025 |
 Mastercard (MA) | 1.8% | 0% | 32.82% | 1/5/2026 |
 Booking (BKNG) | 1.76% | 0% | 32.82% | 1/5/2026 |
| Allegion (ALLE) | 1.75% | 0% | 32.82% | 1/2/2025 |
 Arista (ANET) | 1.73% | 0% | 32.82% | 1/5/2026 |
 Hershey (HSY) | 1.72% | 0% | 32.82% | 1/2/2025 |
 Snap-on (SNA) | 1.7% | 0% | 32.82% | 1/2/2025 |
| Cisco (CSCO) | 1.69% | 0% | 32.82% | 1/2/2025 |
 Keysight Technologies (KEYS) | 1.61% | 0% | 32.82% | 1/2/2025 |
 Lennox (LII) | 1.55% | 0% | 32.64% | 1/5/2026 |
 Zoetis (ZTS) | 1.54% | 0% | 32.82% | 1/2/2025 |
 APA (APA) | 1.53% | 0% | 32.82% | 1/5/2026 |
 FICO (FICO) | 1.46% | 0% | 32.64% | 1/5/2026 |
 Linde (LIN) | 1.41% | 0% | 25.05% | 10/7/2024 |
 Cintas (CTAS) | 1.32% | 0% | 24.05% | 1/2/2025 |
 FMC (FMC) | 1.23% | 0% | 32.82% | 1/5/2026 |
 Adobe (ADBE) | 1.18% | 0% | 25.05% | 10/7/2024 |
 Uber (UBER) | 0.87% | 0% | 16.27% | 10/7/2024 |
 ADP (ADP) | 0.82% | 0% | 15.28% | 1/2/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.51% | 0% | 5.52% | 11/1/2024 |
 Cadence (CDNS) | 0.51% | 0% | 8.68% | 4/8/2024 |
 Targa Resources (TRGP) | 0.5% | 0% | 8.68% | 4/8/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.46% | 0% | 5.24% | 9/25/2024 |
 Palo Alto Networks (PANW) | 0.42% | 0% | 7.78% | 1/2/2025 |
 Boston Scientific (BSX.US) | 0.4% | 0% | 7.78% | 1/2/2025 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.39% | 0% | 4.07% | 1/2/2025 |
 Crowdstrike (CRWD) | 0.33% | 0% | 8.77% | 10/7/2024 |
 State Street Communication Services Select Sector SPDR ETF (XLC) | 0.29% | 0% | 3.44% | 5/20/2024 |
 STERIS (STE) | 0.25% | 0% | 8.77% | 10/7/2024 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.22% | 0% | 3.8% | 8/4/2025 |
 State Street Materials Select Sector SPDR ETF (XLB) | 0.18% | 0% | 5.42% | 11/3/2025 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.18% | 0% | 2.17% | 5/2/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.09% | 0% | 2.17% | 5/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 9.24% | 10.63% |
| iShares Global Healthcare ETF (IXJ) | 9.24% | 9.8% |
| iShares Edge MSCI USA Quality (QUAL) | 9.24% | 9.68% |
| iShares MSCI India ETF (INDA) | 9.24% | 8.8% |
| Monolithic Power (MPWR) | 5.31% | 7.5% |
| NVIDIA (NVDA) | 5.31% | 6.82% |
| Arista (ANET) | 5.31% | 5.9% |
| Verisign (VRSN) | 5.31% | 5.81% |
| Mastercard (MA) | 5.31% | 5.41% |
| Booking (BKNG) | 5.31% | 5.36% |
| APA (APA) | 5.31% | 5.2% |
| Bitcoin (BTC) | 5.58% | 4.69% |
| FICO (FICO) | 5.31% | 4.18% |
| Lennox (LII) | 5.31% | 3.95% |
| FMC (FMC) | 5.31% | 1.4% |
Cash & Instruments Over Time
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