Portfolio Diversification
Range
Most Diversified
57 instruments
March 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
38.4 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
MA99.91%
V99.91%
ADBE99.91%
SPY99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 5.53% | 5.88% | 99.74% | - |
| SPDR S&P 500 ETF (SPY) | 4.23% | 4% | 99.91% | - |
| Apple (AAPL) | 4.1% | 4.57% | 99.91% | - |
| Adobe (ADBE) | 3.51% | 2.65% | 99.91% | - |
 Amazon (AMZN) | 3.35% | 2.86% | 99.83% | - |
 Alphabet (GOOGL) | 3.28% | 2.7% | 99.91% | - |
 Booking (BKNG) | 3.02% | 4.11% | 97.27% | - |
 Invesco QQQ (QQQ) | 2.76% | 0% | 97.27% | 3/25/2025 |
 Microsoft (MSFT) | 2.65% | 2.86% | 99.4% | - |
 NVIDIA (NVDA) | 2.54% | 5.32% | 74.06% | - |
 Berkshire Hathaway (BRK.B) | 2.44% | 2.66% | 97.78% | - |
 Salesforce (CRM) | 2.31% | 1.62% | 95.14% | - |
 MercadoLibre (MELI) | 2.09% | 3.14% | 97.78% | - |
 ServiceNow (NOW) | 1.74% | 2.1% | 93.69% | - |
| Mastercard (MA) | 1.72% | 1.98% | 99.91% | - |
| Visa (V) | 1.59% | 1.88% | 99.91% | - |
 BlackRock (BLK) | 1.53% | 1.67% | 97.27% | - |
 Nike (NKE) | 1.5% | 1.48% | 93.69% | - |
 AMD (AMD) | 1.44% | 0.47% | 96.33% | - |
 ASML (ASML) | 1.33% | 1.38% | 99.4% | - |
 Disney (DIS) | 1.2% | 0% | 61.09% | 1/16/2024 |
 Citi (C) | 1.19% | 1.76% | 88.31% | - |
 McDonald's (MCD) | 1.13% | 1.75% | 84.3% | - |
 Veeva (VEEV) | 1.12% | 0.6% | 99.06% | - |
 iShares China Large-Cap ETF (FXI) | 1.12% | 4.36% | 36.43% | - |
 Tencent (0700.HK) | 1.05% | 0% | 59.39% | 12/27/2023 |
 T. Rowe Price (TROW) | 1.02% | 1.02% | 91.21% | - |
 S&P Global (SPGI) | 1.02% | 0% | 56.57% | 1/8/2024 |
 Alibaba (9988.HK) | 1% | 0% | 59.39% | 12/27/2023 |
 Estee Lauder (EL) | 0.83% | 0% | 49.32% | 1/16/2024 |
 iShares Semiconductor ETF (SOXX) | 0.8% | 0.38% | 59.22% | - |
 Boston Beer (SAM) | 0.77% | 0% | 83.02% | 1/3/2025 |
 Ping An (2318.HK) | 0.75% | 0% | 58.02% | 12/27/2023 |
 TSMC (TSM) | 0.72% | 0.77% | 97.61% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.72% | 2.52% | 29.95% | - |
 UnitedHealth (UNH) | 0.69% | 1.83% | 38.65% | - |
 LVMH (MC.PA) | 0.6% | 2.73% | 20.31% | - |
 Fortinet (FTNT) | 0.6% | 1.76% | 47.78% | - |
 Financial Select Sector SPDR (XLF) | 0.6% | 1.07% | 63.99% | - |
 Thermo Fisher (TMO) | 0.55% | 1.26% | 48.98% | - |
 iShares U.S. Medical Devices ETF (IHI) | 0.52% | 1.3% | 49.91% | - |
 Lululemon (LULU) | 0.48% | 1.73% | 27.39% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.4% | 1.37% | 22.61% | - |
 Autozone (AZO) | 0.35% | 1.27% | 33.36% | - |
 Medpace (MEDP) | 0.35% | 0.88% | 38.65% | - |
 Palantir (PLTR) | 0.32% | 0% | 37.37% | 6/7/2023 |
 Palo Alto Networks (PANW) | 0.28% | 1.97% | 35.67% | - |
 Coca-Cola (KO) | 0.28% | 0% | 24.66% | 5/2/2023 |
 Lowe's (LOW) | 0.26% | 0.53% | 47.7% | - |
 Broadcom (AVGO) | 0.26% | 1.68% | 22.61% | - |
 Pool Corp. (POOL) | 0.24% | 0.43% | 48.98% | - |
 Ulta (ULTA) | 0.21% | 1.05% | 21.08% | - |
 Vanguard Health Care ETF (VHT) | 0.19% | 0% | 8.7% | 4/19/2022 |
 PepsiCo (PEP) | 0.16% | 0.9% | 26.54% | - |
 Starbucks (SBUX) | 0.15% | 0% | 9.13% | 10/2/2023 |
 Supermicro (SMCI) | 0.15% | 0.64% | 24.66% | - |
 Celsius (CELH) | 0.13% | 0.67% | 25.68% | - |
 Vanguard Small-Cap Growth ETF (VBK) | 0.12% | 0.89% | 22.61% | - |
 Hershey (HSY) | 0.12% | 0% | 14.25% | 3/4/2024 |
 Monster Beverage (MNST) | 0.1% | 0.56% | 22.61% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.09% | 1% | 10.75% | - |
 Novo-Nordisk (NVO) | 0.09% | 0.8% | 9.56% | - |
 CVS Health (CVS) | 0.05% | 0.55% | 11.69% | - |
 Caterpillar (CAT) | 0.04% | 0.83% | 6.4% | - |
 Vertex (VRTX) | 0.04% | 0% | 8.87% | 10/7/2024 |
 Crowdstrike (CRWD) | 0.04% | 1.08% | 3.75% | - |
 Accenture (ACN) | 0.04% | 1.57% | 2.47% | - |
 HCA (HCA) | 0.03% | 0.52% | 7.17% | - |
 Walmart (WMT) | 0.03% | 0% | 5.29% | 4/4/2022 |
 Costco (COST) | 0.03% | 0% | 4.61% | 3/22/2022 |
 Monolithic Power (MPWR) | 0.03% | 0.4% | 6.66% | - |
 Intel (INTC) | 0.02% | 0% | 1.37% | 2/18/2022 |
 Qifu Technology (QFIN) | 0.02% | 0% | 4.86% | 8/21/2024 |
 Vertex (VERX) | 0.02% | 0% | 1.45% | 5/27/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 1.79% | 8/1/2023 |
 Banco Macro (BMA) | 0.02% | 0% | 2.39% | 11/18/2024 |
 C.H. Robinson (CHRW) | 0.02% | 0% | 1.79% | 3/12/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 0.01% | 0% | 0.77% | 6/22/2023 |
 Loar Holdings Inc (LOAR) | 0.01% | 0% | 2.65% | 12/19/2024 |
 Home Depot (HD) | 0.01% | 0.49% | 2.47% | - |
 Tencent Music (TME) | 0.01% | 0% | 2.05% | 8/1/2024 |
 Flex (FLEX) | 0.01% | 0% | 1.28% | 7/17/2024 |
 Lockheed Martin (LMT) | 0.01% | 0% | 0.34% | 1/4/2022 |
 Datadog (DDOG) | 0.01% | 0% | 1.11% | 5/27/2024 |
 Urban Outfitters (URBN) | 0.01% | 0% | 0.77% | 7/11/2024 |
 Yum China (YUMC) | 0% | 0% | 0.34% | 1/4/2022 |
 Enphase (ENPH) | 0% | 0% | 1.02% | 10/23/2024 |
 Annaly (NLY) | 0% | 0% | 0.6% | 11/6/2024 |
 Meituan (03690.HK) | 0% | 0% | 3.33% | 5/8/2023 |
 Progressive (PGR) | 0% | 0% | 0.43% | 1/29/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 2.72% | 6.81% |
| NVIDIA (NVDA) | 2.98% | 6.13% |
| Apple (AAPL) | 4.26% | 5.05% |
| Booking (BKNG) | 2.9% | 4.51% |
| SPDR S&P 500 ETF (SPY) | 3.91% | 3.87% |
| iShares China Large-Cap ETF (FXI) | 4.05% | 3.56% |
| ProShares UltraPro QQQ (TQQQ) | 3.47% | 3.34% |
| LVMH (MC.PA) | 4.63% | 3.16% |
| Amazon (AMZN) | 2.32% | 3.15% |
| Alphabet (GOOGL) | 2.32% | 2.94% |
| Adobe (ADBE) | 4.18% | 2.93% |
| Microsoft (MSFT) | 2.72% | 2.85% |
| ServiceNow (NOW) | 1.56% | 2.5% |
| Lululemon (LULU) | 2.32% | 2.29% |
| MercadoLibre (MELI) | 1.74% | 2.22% |
| Berkshire Hathaway (BRK.B) | 1.74% | 2.02% |
| Salesforce (CRM) | 1.56% | 1.91% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 2.03% | 1.82% |
| UnitedHealth (UNH) | 2.32% | 1.78% |
| Mastercard (MA) | 1.56% | 1.75% |
| BlackRock (BLK) | 1.74% | 1.7% |
| Citi (C) | 1.56% | 1.7% |
| Visa (V) | 1.44% | 1.56% |
| Broadcom (AVGO) | 1.45% | 1.55% |
| Fortinet (FTNT) | 1.16% | 1.51% |
| McDonald's (MCD) | 1.74% | 1.42% |
| Thermo Fisher (TMO) | 1.74% | 1.33% |
| Nike (NKE) | 2.72% | 1.3% |
| Medpace (MEDP) | 1.74% | 1.29% |
| Invesco QQQ (QQQ) | 1.16% | 1.17% |
| iShares U.S. Medical Devices ETF (IHI) | 1.45% | 1.16% |
| T. Rowe Price (TROW) | 1.74% | 1.16% |
| Ulta (ULTA) | 1.16% | 1.11% |
| Boston Beer (SAM) | 1.56% | 0.98% |
| Autozone (AZO) | 1.16% | 0.98% |
| Financial Select Sector SPDR (XLF) | 0.87% | 0.97% |
| ASML (ASML) | 1.16% | 0.89% |
| TSMC (TSM) | 0.58% | 0.88% |
| iShares US Aerospace & Defense ETF (ITA) | 1.16% | 0.84% |
| PepsiCo (PEP) | 1.16% | 0.83% |
| AMD (AMD) | 0.58% | 0.57% |
| Palo Alto Networks (PANW) | 0.58% | 0.56% |
| Supermicro (SMCI) | 1.45% | 0.54% |
| Lowe's (LOW) | 0.58% | 0.52% |
| Veeva (VEEV) | 0.58% | 0.51% |
| Vanguard Small-Cap Growth ETF (VBK) | 0.58% | 0.45% |
| Monster Beverage (MNST) | 0.58% | 0.44% |
| iShares Semiconductor ETF (SOXX) | 0.58% | 0.43% |
| Celsius (CELH) | 1.16% | 0.42% |
| Novo-Nordisk (NVO) | 0.58% | 0.41% |
| Pool Corp. (POOL) | 0.58% | 0.41% |
| CVS Health (CVS) | 0.58% | 0.32% |