Portfolio Diversification
Range
Most Diversified
17 instruments
April 13, 2024
Least Diversified
0 instruments
January 2, 2023
Average
9.7 instruments
Most Consistent Holdings
Top 5
GOOG37.5%
MSFT37.5%
CSCO37.5%
ALLE37.5%
HSY37.5%
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 |
|---|---|---|---|---|
 Deckers (DECK) | 2.7% | 0% | 37.5% | 1/2/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2.49% | 9.71% | 25.31% | - |
 iShares Global Healthcare ETF (IXJ) | 2.38% | 8.66% | 25.31% | - |
 iShares Edge MSCI USA Quality (QUAL) | 2.33% | 9.08% | 25.21% | - |
 iShares MSCI India ETF (INDA) | 2.29% | 8.37% | 25.31% | - |
| Alphabet (GOOG) | 2.27% | 0% | 37.5% | 1/2/2025 |
| Microsoft (MSFT) | 2.17% | 0% | 37.5% | 1/2/2025 |
 Grand Canyon Education (LOPE) | 2.06% | 0% | 37.5% | 1/2/2025 |
| Allegion (ALLE) | 2% | 0% | 37.5% | 1/2/2025 |
| Hershey (HSY) | 1.96% | 0% | 37.5% | 1/2/2025 |
 Snap-on (SNA) | 1.94% | 0% | 37.5% | 1/2/2025 |
| Cisco (CSCO) | 1.93% | 0% | 37.5% | 1/2/2025 |
 Keysight Technologies (KEYS) | 1.83% | 0% | 37.5% | 1/2/2025 |
 NVIDIA (NVDA) | 1.83% | 6.12% | 34.19% | - |
 Zoetis (ZTS) | 1.76% | 0% | 37.5% | 1/2/2025 |
 Verisign (VRSN) | 1.65% | 6.48% | 25.31% | - |
 Linde (LIN) | 1.61% | 0% | 28.62% | 10/7/2024 |
 Cintas (CTAS) | 1.5% | 0% | 27.48% | 1/2/2025 |
 Monolithic Power (MPWR) | 1.49% | 6.86% | 25.31% | - |
 Bitcoin (BTC) | 1.44% | 5.81% | 25.31% | - |
 Mastercard (MA) | 1.41% | 5.52% | 25.31% | - |
 Booking (BKNG) | 1.38% | 5.47% | 25.31% | - |
 Adobe (ADBE) | 1.35% | 0% | 28.62% | 10/7/2024 |
 Lennox (LII) | 1.28% | 4.46% | 25.21% | - |
 Arista (ANET) | 1.23% | 6.28% | 25.31% | - |
 FICO (FICO) | 1.18% | 3.67% | 25.21% | - |
 FMC (FMC) | 1.13% | 3.7% | 25.31% | - |
 APA (APA) | 1.13% | 4.88% | 25.31% | - |
 Uber (UBER) | 0.99% | 0% | 18.6% | 10/7/2024 |
 ADP (ADP) | 0.94% | 0% | 17.46% | 1/2/2025 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.58% | 0% | 6.3% | 11/1/2024 |
 Cadence (CDNS) | 0.58% | 0% | 9.92% | 4/8/2024 |
 Targa Resources (TRGP) | 0.57% | 0% | 9.92% | 4/8/2024 |
 Energy Select Sector SPDR (XLE) | 0.52% | 0% | 5.99% | 9/25/2024 |
 Palo Alto Networks (PANW) | 0.48% | 0% | 8.88% | 1/2/2025 |
 Boston Scientific (BSX.US) | 0.45% | 0% | 8.88% | 1/2/2025 |
 Utilities Select Sector SPDR (XLU) | 0.44% | 0% | 4.65% | 1/2/2025 |
 Crowdstrike (CRWD) | 0.38% | 0% | 10.02% | 10/7/2024 |
 Communication Services Select Sector SPDR Fund (XLC) | 0.34% | 0% | 3.93% | 5/20/2024 |
 STERIS (STE) | 0.29% | 0% | 10.02% | 10/7/2024 |
 Consumer Staples Select Sector SPDR (XLP) | 0.25% | 0% | 4.34% | 8/4/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.21% | 0% | 2.48% | 5/2/2024 |
 Technology Select Sector SPDR (XLK) | 0.1% | 0% | 2.48% | 5/1/2025 |
 Materials Select Sector SPDR (XLB) | 0.08% | 0% | 3% | 1/31/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Utilities Select Sector SPDR (XLU) | 9.78% | 9.05% |
| Deckers (DECK) | 5.35% | 8.93% |
| Consumer Staples Select Sector SPDR (XLP) | 9.81% | 8.59% |
| Alphabet (GOOG) | 5.35% | 6.66% |
| Grand Canyon Education (LOPE) | 5.35% | 6.07% |
| Snap-on (SNA) | 5.35% | 5.74% |
| Cisco (CSCO) | 5.35% | 5.74% |
| Microsoft (MSFT) | 5.35% | 5.53% |
| Boston Scientific (BSX.US) | 5.35% | 5.2% |
| NVIDIA (NVDA) | 5.35% | 5.19% |
| Palo Alto Networks (PANW) | 5.35% | 5.18% |
| Allegion (ALLE) | 5.35% | 5.08% |
| ADP (ADP) | 5.35% | 5.03% |
| Keysight Technologies (KEYS) | 5.35% | 4.97% |
| Hershey (HSY) | 5.35% | 4.45% |
| Cintas (CTAS) | 5.35% | 4.39% |
| Zoetis (ZTS) | 5.35% | 4.07% |