Portfolio Diversification
Range
Most Diversified
27 instruments
May 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.6 instruments
Most Consistent Holdings
Top 5
MA99.87%
SPGI99.87%
ASML99.87%
V98.98%
MSFT96.56%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 25, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Mastercard (MA) | 9.6% | 10.64% | 99.87% | - |
| S&P Global (SPGI) | 9.12% | 9.54% | 99.87% | - |
| Visa (V) | 7.46% | 6.48% | 98.98% | - |
| ASML (ASML) | 5.96% | 5.66% | 99.87% | - |
| Microsoft (MSFT) | 5.57% | 0% | 96.56% | 6/27/2025 |
 Moody's (MCO) | 5.15% | 0% | 83.55% | 6/9/2025 |
 Intuit (INTU) | 4.81% | 0% | 92.09% | 5/23/2025 |
 Apple (AAPL) | 4.16% | 0% | 69.39% | 11/25/2024 |
 Costco (COST) | 3.72% | 0% | 81.38% | 2/28/2025 |
 Canadian Pacific (CP) | 3.66% | 0% | 70.79% | 12/6/2024 |
 Salesforce (CRM) | 3.41% | 4.74% | 60.2% | - |
 VICI Properties (VICI) | 3.21% | 0% | 67.86% | 11/13/2024 |
 Amazon (AMZN) | 3.05% | 11.51% | 44.64% | - |
 MSCI (MSCI) | 2.75% | 4.12% | 66.58% | - |
 Alphabet (GOOGL) | 2.59% | 10.02% | 30.99% | - |
 FICO (FICO) | 2.43% | 0% | 75% | 4/3/2025 |
 Evolution (EVO.ST) | 1.73% | 0% | 35.84% | 7/2/2025 |
 Texas Roadhouse (TXRH) | 1.29% | 0% | 23.47% | 11/28/2023 |
 Uber (UBER) | 1.07% | 5.3% | 17.22% | - |
 Hims & Hers (HIMS) | 0.87% | 5.57% | 18.88% | - |
 Starbucks (SBUX) | 0.66% | 0% | 15.69% | 9/27/2023 |
 Union Pacific (UNP) | 0.6% | 0% | 17.35% | 10/11/2023 |
 Estee Lauder (EL) | 0.57% | 0% | 15.69% | 9/27/2023 |
 Realty Income (O) | 0.43% | 0% | 15.69% | 9/27/2023 |
 Nike (NKE) | 0.39% | 0% | 10.71% | 8/16/2023 |
 PepsiCo (PEP) | 0.39% | 0% | 10.71% | 8/16/2023 |
 Legal & General (LGEN.L) | 0.36% | 0% | 14.03% | 9/14/2023 |
 Unilever (ULVR.L) | 0.34% | 0% | 13.39% | 9/7/2023 |
 Diageo (DGE.L) | 0.34% | 0% | 13.78% | 9/12/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.33% | 0% | 7.53% | 8/20/2023 |
 SPDR S&P 500 ETF (SPY) | 0.32% | 0% | 9.18% | 8/4/2023 |
 Brookfield (BAM) | 0.31% | 6.89% | 5.61% | - |
 UnitedHealth (UNH) | 0.26% | 2.86% | 9.69% | - |
 Crowdstrike (CRWD) | 0.25% | 0% | 9.69% | 3/6/2025 |
 Murphy USA (MUSA) | 0.24% | 0% | 8.8% | 7/16/2025 |
 Cheniere (LNG) | 0.24% | 3.84% | 7.78% | - |
 Charles Schwab (SCHW) | 0.19% | 0% | 3.7% | 6/22/2023 |
 Autozone (AZO) | 0.19% | 6.89% | 3.32% | - |
 JPMorgan (JPM) | 0.16% | 0% | 11.22% | 8/20/2023 |
 Oracle (ORCL) | 0.13% | 0% | 3.44% | 6/20/2023 |
 SoFi (SOFI) | 0.12% | 2.08% | 9.06% | - |
 BlackRock (BLK) | 0.07% | 0% | 3.44% | 6/20/2023 |
 McDonald's (MCD) | 0.07% | 0% | 3.44% | 6/20/2023 |
 Ouster (OUST) | 0.03% | 1.6% | 2.04% | - |
 Raytheon (RTX) | 0.02% | 0% | 1.15% | 6/2/2023 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.89% | 5/31/2023 |
 Oscar Health (OSCR) | 0.01% | 0% | 0.64% | 7/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| S&P Global (SPGI) | 9.01% | 9.1% |
| Alphabet (GOOGL) | 6.98% | 7.35% |
| ASML (ASML) | 7.5% | 6.89% |
| Mastercard (MA) | 6.09% | 6.56% |
| Amazon (AMZN) | 5.85% | 6.08% |
| Evolution (EVO.ST) | 5.97% | 5.1% |
| Visa (V) | 4.01% | 4.51% |
| Salesforce (CRM) | 3.77% | 4.42% |
| Intuit (INTU) | 4.11% | 4.09% |
| Moody's (MCO) | 3.12% | 3.6% |
| MSCI (MSCI) | 3.43% | 3.56% |
| Microsoft (MSFT) | 3.03% | 3.14% |
| Crowdstrike (CRWD) | 2.79% | 2.57% |
| Costco (COST) | 1.24% | 1.7% |
| FICO (FICO) | 0.77% | 1.02% |