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Portfolio Diversification
Range
Most Diversified
43 instruments
March 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
39.1 instruments
Most Consistent Holdings
Top 5
GOOG99.5%
META99.5%
MSFT99.5%
AMZN99.5%
JNJ99.5%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.63% | 0% | 99.5% | 6/12/2026 |
| Microsoft (MSFT) | 5.99% | 0% | 99.5% | 6/12/2026 |
| Amazon (AMZN) | 5.47% | 0% | 99.5% | 6/12/2026 |
| Meta (META) | 4.69% | 0% | 99.5% | 6/12/2026 |
 Netflix (NFLX) | 3.74% | 0% | 99.5% | 6/12/2026 |
 AMD (AMD) | 3.35% | 0% | 99.5% | 6/12/2026 |
 Salesforce (CRM) | 3.32% | 0% | 99.5% | 6/12/2026 |
 Visa (V) | 3.08% | 0% | 99.5% | 6/12/2026 |
 Booking (BKNG) | 3.05% | 0% | 99.43% | 6/12/2026 |
 Alibaba (9988.HK) | 2.67% | 0% | 99.5% | 6/12/2026 |
 PayPal (PYPL) | 2.66% | 0% | 91.27% | 1/30/2026 |
 Palantir (PLTR) | 2.5% | 0% | 89.2% | 6/12/2026 |
 MercadoLibre (MELI) | 2.43% | 0% | 99.5% | 6/12/2026 |
 Crowdstrike (CRWD) | 2.38% | 0% | 83.17% | 6/12/2026 |
 Berkshire Hathaway (BRK.B) | 2.24% | 0% | 93.47% | 6/12/2026 |
 Costco (COST) | 2.23% | 0% | 99.43% | 6/12/2026 |
 Adyen (ADYEN.NV) | 2.23% | 0% | 99.5% | 6/12/2026 |
 Coupang (CPNG) | 2.18% | 0% | 99.5% | 6/12/2026 |
 Disney (DIS) | 1.97% | 0% | 89.76% | 1/5/2026 |
 JD (9618.HK) | 1.83% | 0% | 94.91% | 6/12/2026 |
| Johnson & Johnson (JNJ) | 1.79% | 0% | 99.5% | 6/12/2026 |
 ASML (ASML) | 1.77% | 0% | 61.12% | 6/12/2026 |
 Unilever (ULVR.L) | 1.76% | 0% | 84.74% | 10/14/2025 |
 SAP (SAP.DE) | 1.69% | 0% | 99.5% | 6/12/2026 |
 PepsiCo (PEP) | 1.61% | 0% | 99.5% | 6/12/2026 |
 Accenture (ACN) | 1.54% | 0% | 96.86% | 6/12/2026 |
 TSMC (TSM) | 1.39% | 0% | 56.22% | 6/12/2026 |
 iShares Core Dividend Growth ETF (DGRO) | 1.26% | 0% | 56.03% | 7/12/2024 |
 Apple (AAPL) | 1.21% | 0% | 52.83% | 6/12/2026 |
 Mondelez (MDLZ) | 1.21% | 0% | 83.04% | 6/12/2026 |
 LVMH (MC.PA) | 0.98% | 0% | 60.62% | 6/12/2026 |
 Nu (NU) | 0.98% | 0% | 56.28% | 6/12/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.95% | 0% | 37% | 9/8/2023 |
 Vanguard Health Care ETF (VHT) | 0.91% | 0% | 54.71% | 9/16/2025 |
 Equinor (EQNR.OL) | 0.89% | 0% | 43.34% | 3/6/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.88% | 0% | 40.08% | 11/22/2024 |
 Domino's (DPZ) | 0.87% | 0% | 55.28% | 6/12/2026 |
 Starbucks (SBUX) | 0.86% | 0% | 48.68% | 6/12/2026 |
 Coursera (COUR) | 0.84% | 0% | 89.7% | 1/5/2026 |
 Insulet (PODD) | 0.78% | 0% | 62.44% | 6/12/2026 |
 Vertex (VRTX) | 0.76% | 0% | 38.88% | 10/11/2023 |
 Skyworks (SWKS) | 0.67% | 0% | 43.22% | 12/19/2023 |
 Nike (NKE) | 0.66% | 0% | 43.47% | 6/12/2026 |
 UiPath (PATH) | 0.63% | 0% | 50.57% | 8/14/2025 |
 Udemy (UDMY) | 0.44% | 0% | 47.8% | 3/1/2024 |
 Similarweb (SMWB) | 0.43% | 0% | 43.22% | 12/19/2023 |
 iShares MSCI India ETF (INDA) | 0.41% | 0% | 28.58% | 4/18/2024 |
 iRhythm (IRTC) | 0.35% | 0% | 30.59% | 12/30/2024 |
 Box (BOX) | 0.32% | 0% | 20.79% | 12/17/2022 |
 Chevron (CVX.US) | 0.3% | 0% | 19.47% | 1/3/2024 |
 Teladoc (TDOC) | 0.3% | 0% | 30.21% | 5/22/2023 |
 Inditex (ITX.MC) | 0.29% | 0% | 24.69% | 2/21/2023 |
 JD.com (JD.US) | 0.27% | 0% | 16.21% | 9/27/2022 |
 Eurofins (ERF.PA) | 0.25% | 0% | 21.67% | 12/2/2024 |
 MSCI (MSCI) | 0.25% | 0% | 14.57% | 6/12/2026 |
 Novo Nordisk (NOVO-B.CO) | 0.2% | 0% | 19.72% | 10/14/2025 |
 Reliance (RIGD.L) | 0.19% | 0% | 9.74% | 6/12/2026 |
 Fortinet (FTNT) | 0.18% | 0% | 12.88% | 7/25/2022 |
 L&T (LTOD.L) | 0.18% | 0% | 9.74% | 6/12/2026 |
 Mastercard (MA) | 0.16% | 0% | 10.24% | 6/13/2022 |
 CyberArk (CYBR) | 0.16% | 0% | 11.18% | 6/28/2022 |
 Maersk (MAERSKB.CO) | 0.16% | 0% | 15.14% | 9/4/2022 |
 Just Eat (TKWY.NV) | 0.13% | 0% | 10.24% | 6/13/2022 |
 Zoetis (ZTS) | 0.12% | 0% | 11.31% | 6/12/2026 |
 Affirm (AFRM) | 0.11% | 0% | 16.21% | 9/27/2022 |
 Paycom (PAYC) | 0.1% | 0% | 13.44% | 4/23/2026 |
 Ubisoft (UBI.PA) | 0.07% | 0% | 5.21% | 3/25/2022 |
 Beyond Meat (BYND) | 0.04% | 0% | 5.21% | 3/25/2022 |
 The Cheesecake Factory (CAKE.US) | 0.04% | 0% | 5.72% | 4/20/2022 |
 Stryker (SYK) | 0.03% | 0% | 2.32% | 6/12/2026 |
 Worldline (WLN.PA) | 0.02% | 0% | 3.45% | 2/24/2022 |
 Arista (ANET) | 0.02% | 0% | 1.51% | 1/24/2022 |
 Teck (TECK) | 0.02% | 0% | 2.83% | 7/1/2022 |
 Schneider Electric (SU.PA) | 0.01% | 0% | 0.5% | 6/12/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.37% | 8.04% |
| Microsoft (MSFT) | 5.36% | 5.39% |
| Amazon (AMZN) | 4.64% | 5.3% |
| Meta (META) | 4.31% | 4.9% |
| AMD (AMD) | 3.37% | 4.24% |
| ASML (ASML) | 3.73% | 4.23% |
| Netflix (NFLX) | 3.06% | 3.71% |
| Palantir (PLTR) | 0.78% | 3.52% |
| Booking (BKNG) | 4% | 3.31% |
| Alibaba (9988.HK) | 3.38% | 3.29% |
| Crowdstrike (CRWD) | 2.02% | 3.25% |
| TSMC (TSM) | 1.46% | 3% |
| Visa (V) | 2.23% | 2.82% |
| MercadoLibre (MELI) | 2.66% | 2.81% |
| Salesforce (CRM) | 3.03% | 2.79% |
| Apple (AAPL) | 2.28% | 2.42% |
| Berkshire Hathaway (BRK.B) | 2.26% | 2.3% |
| Accenture (ACN) | 3.38% | 2.26% |
| LVMH (MC.PA) | 3.07% | 2.23% |
| Coupang (CPNG) | 2.57% | 2.16% |
| Nu (NU) | 1.66% | 2.15% |
| Adyen (ADYEN.NV) | 2.8% | 2.07% |
| JD (9618.HK) | 3.63% | 1.94% |
| Costco (COST) | 1.82% | 1.92% |
| Nike (NKE) | 3.07% | 1.89% |
| PayPal (PYPL) | 2.68% | 1.88% |
| MSCI (MSCI) | 2.28% | 1.7% |
| Johnson & Johnson (JNJ) | 1.83% | 1.66% |
| Mondelez (MDLZ) | 2.42% | 1.53% |
| Domino's (DPZ) | 2.1% | 1.5% |
| Starbucks (SBUX) | 2.11% | 1.5% |
| Disney (DIS) | 1.91% | 1.41% |
| Insulet (PODD) | 1.3% | 1.37% |
| PepsiCo (PEP) | 1.98% | 1.37% |
| SAP (SAP.DE) | 1.32% | 1.31% |
| Zoetis (ZTS) | 1.59% | 1.18% |
| Paycom (PAYC) | 1.51% | 0.78% |
| Coursera (COUR) | 1.99% | 0.65% |
Cash & Instruments Over Time
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