Portfolio Diversification
Range
Most Diversified
27 instruments
May 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.7 instruments
Most Consistent Holdings
Top 5
MA99.88%
SPGI99.88%
ASML99.28%
V99.04%
MSFT91.2%
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) | 9.65% | 10.37% | 99.88% | - |
| S&P Global (SPGI) | 9.13% | 8.24% | 99.88% | - |
| Visa (V) | 7.37% | 5.49% | 99.04% | - |
| ASML (ASML) | 5.91% | 0% | 99.28% | 9/2/2025 |
| Microsoft (MSFT) | 5.26% | 0% | 91.2% | 6/27/2025 |
 Moody's (MCO) | 4.87% | 0% | 78.92% | 6/9/2025 |
 Intuit (INTU) | 4.54% | 0% | 86.99% | 5/23/2025 |
 Apple (AAPL) | 3.93% | 0% | 65.54% | 11/25/2024 |
 Costco (COST) | 3.51% | 0% | 76.87% | 2/28/2025 |
 Amazon (AMZN) | 3.49% | 10.21% | 47.71% | - |
 Canadian Pacific (CP) | 3.46% | 0% | 66.87% | 12/6/2024 |
 Salesforce (CRM) | 3.33% | 0% | 59.28% | 8/12/2025 |
 VICI Properties (VICI) | 3.03% | 0% | 64.1% | 11/13/2024 |
 MSCI (MSCI) | 2.83% | 4.15% | 68.43% | - |
 Alphabet (GOOGL) | 2.81% | 6.01% | 34.82% | - |
 FICO (FICO) | 2.29% | 0% | 70.84% | 4/3/2025 |
 Evolution (EVO.ST) | 1.63% | 0% | 33.86% | 7/2/2025 |
 Uber (UBER) | 1.3% | 5.03% | 21.81% | - |
 Texas Roadhouse (TXRH) | 1.22% | 0% | 22.17% | 11/28/2023 |
 Hims & Hers (HIMS) | 1.15% | 6.03% | 23.37% | - |
 Brookfield (BAM) | 0.7% | 7.77% | 10.84% | - |
 Starbucks (SBUX) | 0.63% | 0% | 14.82% | 9/27/2023 |
 Autozone (AZO) | 0.57% | 7.37% | 8.67% | - |
 Union Pacific (UNP) | 0.56% | 0% | 16.39% | 10/11/2023 |
 Estee Lauder (EL) | 0.54% | 0% | 14.82% | 9/27/2023 |
 UnitedHealth (UNH) | 0.45% | 4.45% | 14.7% | - |
 Realty Income (O) | 0.4% | 0% | 14.82% | 9/27/2023 |
 Nike (NKE) | 0.37% | 0% | 10.12% | 8/16/2023 |
 PepsiCo (PEP) | 0.37% | 0% | 10.12% | 8/16/2023 |
 Legal & General (LGEN.L) | 0.34% | 0% | 13.25% | 9/14/2023 |
 Unilever (ULVR.L) | 0.32% | 0% | 12.65% | 9/7/2023 |
 Diageo (DGE.L) | 0.32% | 0% | 13.01% | 9/12/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.32% | 0% | 7.11% | 8/20/2023 |
 SoFi (SOFI) | 0.3% | 4.43% | 14.1% | - |
 SPDR S&P 500 ETF (SPY) | 0.3% | 0% | 8.67% | 8/4/2023 |
 Lockheed Martin (LMT) | 0.27% | 4.09% | 3.98% | - |
 Cheniere (LNG) | 0.27% | 0% | 8.43% | 8/1/2025 |
 Crowdstrike (CRWD) | 0.24% | 0% | 9.16% | 3/6/2025 |
 Murphy USA (MUSA) | 0.23% | 0% | 8.31% | 7/16/2025 |
 Ouster (OUST) | 0.18% | 3.51% | 7.47% | - |
 Charles Schwab (SCHW) | 0.17% | 0% | 3.49% | 6/22/2023 |
 JPMorgan (JPM) | 0.15% | 0% | 10.6% | 8/20/2023 |
 Oracle (ORCL) | 0.12% | 0% | 3.25% | 6/20/2023 |
 BlackRock (BLK) | 0.07% | 0% | 3.25% | 6/20/2023 |
 Copart (CPRT) | 0.06% | 2.87% | 2.29% | - |
 McDonald's (MCD) | 0.06% | 0% | 3.25% | 6/20/2023 |
 Bitmine Immersion Technologies Inc (BMNR) | 0.03% | 0.96% | 3.25% | - |
 Texas Pacific (TPL) | 0.03% | 5.07% | 0.6% | - |
 Raytheon (RTX) | 0.02% | 0% | 1.08% | 6/2/2023 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 0.84% | 5/31/2023 |
 Duolingo (DUOL) | 0.01% | 2.92% | 0.36% | - |
 Oscar Health (OSCR) | 0.01% | 0% | 0.6% | 7/7/2025 |
 Mamas Creations (MAMA) | 0% | 1.03% | 0.48% | - |
 Fortinet (FTNT) | 0% | 0% | 0.12% | 8/8/2025 |
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% |