Portfolio Diversification
Range
Most Diversified
43 instruments
March 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
39.5 instruments
Most Consistent Holdings
Top 5
GOOG99.72%
META99.72%
MSFT99.72%
AMZN99.72%
DIS99.72%
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) | 7.65% | 7.9% | 99.72% | - |
| Microsoft (MSFT) | 6.11% | 5.29% | 99.72% | - |
| Amazon (AMZN) | 5.49% | 5.16% | 99.72% | - |
| Meta (META) | 4.7% | 4.75% | 99.72% | - |
 Netflix (NFLX) | 3.76% | 3.74% | 99.72% | - |
 Salesforce (CRM) | 3.48% | 2.75% | 99.72% | - |
 AMD (AMD) | 3.15% | 4.14% | 99.72% | - |
 Visa (V) | 3.14% | 2.78% | 99.72% | - |
 Booking (BKNG) | 3.09% | 3.26% | 99.65% | - |
 PayPal (PYPL) | 2.94% | 1.97% | 99.65% | - |
 Alibaba (9988.HK) | 2.6% | 3.49% | 99.72% | - |
 Palantir (PLTR) | 2.43% | 3.61% | 88.1% | - |
 MercadoLibre (MELI) | 2.41% | 2.79% | 99.72% | - |
 Adyen (ADYEN.NV) | 2.31% | 2% | 99.72% | - |
 Crowdstrike (CRWD) | 2.27% | 3.47% | 81.3% | - |
 Costco (COST) | 2.24% | 1.96% | 99.65% | - |
 Coupang (CPNG) | 2.23% | 2.33% | 99.72% | - |
 Berkshire Hathaway (BRK.B) | 2.2% | 2.27% | 92.92% | - |
| Disney (DIS) | 2.2% | 1.37% | 99.72% | - |
 Unilever (ULVR.L) | 1.99% | 0% | 95.54% | 10/14/2025 |
 JD (9618.HK) | 1.81% | 1.99% | 94.55% | - |
 Johnson & Johnson (JNJ) | 1.79% | 1.69% | 99.72% | - |
 SAP (SAP.DE) | 1.76% | 1.3% | 99.72% | - |
 PepsiCo (PEP) | 1.63% | 1.42% | 99.72% | - |
 Accenture (ACN) | 1.5% | 2.27% | 96.74% | - |
 iShares Core Dividend Growth ETF (DGRO) | 1.42% | 0% | 63.17% | 7/12/2024 |
 ASML (ASML) | 1.3% | 4.25% | 56.44% | - |
 Mondelez (MDLZ) | 1.15% | 1.53% | 81.16% | - |
 TSMC (TSM) | 1.12% | 2.87% | 50.92% | - |
 Activision Blizzard, Inc. (ATVI) | 1.08% | 0% | 41.71% | 9/8/2023 |
 Apple (AAPL) | 1.06% | 2.46% | 47.1% | - |
 Vanguard Health Care ETF (VHT) | 1.03% | 0% | 61.69% | 9/16/2025 |
 Equinor (EQNR.OL) | 1% | 0% | 48.87% | 3/6/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.99% | 0% | 45.18% | 11/22/2024 |
 Coursera (COUR) | 0.94% | 0.7% | 99.65% | - |
 LVMH (MC.PA) | 0.87% | 2.15% | 55.88% | - |
 Vertex (VRTX) | 0.86% | 0% | 43.84% | 10/11/2023 |
 Nu (NU) | 0.85% | 2.16% | 50.99% | - |
 Domino's (DPZ) | 0.81% | 1.54% | 49.86% | - |
 Skyworks (SWKS) | 0.75% | 0% | 48.73% | 12/19/2023 |
 Starbucks (SBUX) | 0.75% | 1.51% | 42.42% | - |
 Insulet (PODD) | 0.72% | 1.42% | 57.93% | - |
 UiPath (PATH) | 0.71% | 0% | 57.01% | 8/14/2025 |
 Nike (NKE) | 0.56% | 1.99% | 36.54% | - |
 Udemy (UDMY) | 0.5% | 0% | 53.9% | 3/1/2024 |
 Similarweb (SMWB) | 0.48% | 0% | 48.73% | 12/19/2023 |
 iShares MSCI India ETF (INDA) | 0.46% | 0% | 32.22% | 4/18/2024 |
 iRhythm (IRTC) | 0.39% | 0% | 34.49% | 12/30/2024 |
 Box (BOX) | 0.36% | 0% | 23.44% | 12/17/2022 |
 Chevron (CVX) | 0.34% | 0% | 21.95% | 1/3/2024 |
 Teladoc (TDOC) | 0.33% | 0% | 34.07% | 5/22/2023 |
 Inditex (ITX.MC) | 0.33% | 0% | 27.83% | 2/21/2023 |
 JD.com (JD.US) | 0.3% | 0% | 18.27% | 9/27/2022 |
 Eurofins (ERF.PA) | 0.28% | 0% | 24.43% | 12/2/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.23% | 0% | 22.24% | 10/14/2025 |
 Fortinet (FTNT) | 0.21% | 0% | 14.52% | 7/25/2022 |
 Mastercard (MA) | 0.18% | 0% | 11.54% | 6/13/2022 |
 CyberArk (CYBR) | 0.18% | 0% | 12.61% | 6/28/2022 |
 Maersk (MAERSKB.CO) | 0.18% | 0% | 17.07% | 9/4/2022 |
 Just Eat (TKWY.NV) | 0.15% | 0% | 11.54% | 6/13/2022 |
 Affirm (AFRM) | 0.12% | 0% | 18.27% | 9/27/2022 |
 Ubisoft (UBI.PA) | 0.08% | 0% | 5.88% | 3/25/2022 |
 MSCI (MSCI) | 0.06% | 1.62% | 3.97% | - |
 Paycom (PAYC) | 0.06% | 0.81% | 6.16% | - |
 Beyond Meat (BYND) | 0.04% | 0% | 5.88% | 3/25/2022 |
 The Cheesecake Factory (CAKE) | 0.04% | 0% | 6.44% | 4/20/2022 |
 Worldline (WLN.PA) | 0.03% | 0% | 3.9% | 2/24/2022 |
 Arista (ANET) | 0.02% | 0% | 1.7% | 1/24/2022 |
 Teck (TECK) | 0.02% | 0% | 3.19% | 7/1/2022 |
 Zoetis (ZTS) | 0% | 1.11% | 0.28% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.3% | 6.71% |
| Amazon (AMZN) | 4.79% | 5.91% |
| Microsoft (MSFT) | 5.53% | 5.51% |
| Meta (META) | 3.55% | 4.42% |
| Salesforce (CRM) | 3.13% | 4.14% |
| Netflix (NFLX) | 3.16% | 4.14% |
| Booking (BKNG) | 4.13% | 3.61% |
| PayPal (PYPL) | 2.77% | 3.22% |
| AMD (AMD) | 3.63% | 2.98% |
| Visa (V) | 2.3% | 2.98% |
| Palantir (PLTR) | 1.31% | 2.86% |
| Crowdstrike (CRWD) | 2.09% | 2.78% |
| JD (9618.HK) | 3.75% | 2.77% |
| Apple (AAPL) | 2.36% | 2.62% |
| Adyen (ADYEN.NV) | 2.89% | 2.53% |
| MercadoLibre (MELI) | 2.3% | 2.44% |
| ASML (ASML) | 2.8% | 2.41% |
| Costco (COST) | 1.88% | 2.39% |
| Coupang (CPNG) | 2.66% | 2.36% |
| TSMC (TSM) | 1.51% | 2.29% |
| LVMH (MC.PA) | 2.88% | 2.28% |
| Alibaba (9988.HK) | 3.49% | 2.23% |
| Berkshire Hathaway (BRK.B) | 1.9% | 2.11% |
| Starbucks (SBUX) | 2.18% | 1.91% |
| Nike (NKE) | 2.16% | 1.75% |
| Unilever (ULVR.L) | 1.79% | 1.7% |
| Accenture (ACN) | 1.93% | 1.68% |
| SAP (SAP.DE) | 1.36% | 1.67% |
| Disney (DIS) | 1.98% | 1.62% |
| Domino's (DPZ) | 1.95% | 1.58% |
| PepsiCo (PEP) | 1.87% | 1.55% |
| Vanguard Health Care ETF (VHT) | 1.8% | 1.47% |
| Johnson & Johnson (JNJ) | 1.89% | 1.36% |
| Insulet (PODD) | 1.14% | 1.33% |
| Novo Nordisk (NOVO-B.CO) | 1.97% | 1.27% |
| Nu (NU) | 1.23% | 1.2% |
| Mondelez (MDLZ) | 1.39% | 1.13% |
| UiPath (PATH) | 1.64% | 1.07% |
| Coursera (COUR) | 1.85% | 0.7% |