Portfolio Diversification
Range
Most Diversified
57 instruments
March 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
40.6 instruments
Most Consistent Holdings
Top 5
AAPL99.85%
MA99.85%
V99.85%
ADBE99.85%
SPY99.85%
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 |
|---|---|---|---|---|
 Meta (META) | 5.7% | 0% | 99.71% | 10/19/2025 |
| Apple (AAPL) | 4.11% | 0% | 99.85% | 10/19/2025 |
| SPDR S&P 500 ETF (SPY) | 4.02% | 0% | 99.85% | 10/19/2025 |
| Adobe (ADBE) | 3.35% | 0% | 99.85% | 10/19/2025 |
 Amazon (AMZN) | 3.29% | 0% | 99.78% | 10/19/2025 |
 Alphabet (GOOGL) | 3.22% | 0% | 99.71% | 10/19/2025 |
 Booking (BKNG.RTH) | 3.16% | 0% | 97.57% | 10/19/2025 |
 NVIDIA (NVDA) | 3.05% | 0% | 77.51% | 10/19/2025 |
 Microsoft (MSFT) | 2.71% | 0% | 99.41% | 10/19/2025 |
 Berkshire Hathaway (BRK.B) | 2.39% | 0% | 98.01% | 10/19/2025 |
 Invesco QQQ (QQQ) | 2.38% | 0% | 84.07% | 3/25/2025 |
 MercadoLibre (MELI.RTH) | 2.21% | 0% | 98.01% | 10/19/2025 |
 Salesforce (CRM) | 2.18% | 0% | 95.72% | 10/19/2025 |
 ServiceNow (NOW) | 1.79% | 0% | 94.47% | 10/19/2025 |
| Mastercard (MA) | 1.73% | 0% | 99.85% | 10/19/2025 |
| Visa (V) | 1.59% | 0% | 99.85% | 10/19/2025 |
 BlackRock (BLK) | 1.55% | 0% | 97.57% | 10/19/2025 |
 iShares China Large-Cap ETF (FXI) | 1.53% | 0% | 44.99% | 10/19/2025 |
 Nike (NKE) | 1.5% | 0% | 94.47% | 10/19/2025 |
 ASML (ASML.RTH) | 1.33% | 0% | 99.41% | 10/19/2025 |
 AMD (AMD) | 1.33% | 0% | 96.68% | 10/19/2025 |
 Citi (C) | 1.3% | 0% | 89.82% | 10/19/2025 |
 McDonald's (MCD) | 1.21% | 0% | 86.36% | 10/19/2025 |
 ProShares UltraPro QQQ (TQQQ) | 1.13% | 0% | 39.38% | 10/19/2025 |
 Veeva (VEEV) | 1.06% | 0% | 98.97% | 10/19/2025 |
 Disney (DIS) | 1.03% | 0% | 52.8% | 1/16/2024 |
 T. Rowe Price (TROW) | 1.01% | 0% | 92.18% | 10/19/2025 |
 Tencent (0700.HK) | 0.91% | 0% | 51.33% | 12/27/2023 |
 S&P Global (SPGI) | 0.88% | 0% | 48.89% | 1/8/2024 |
 Alibaba (9988.HK) | 0.87% | 0% | 51.33% | 12/27/2023 |
 LVMH (MC.PA) | 0.83% | 0% | 31.05% | 10/19/2025 |
 UnitedHealth (UNH) | 0.82% | 0% | 46.9% | 10/19/2025 |
 iShares Semiconductor ETF (SOXX) | 0.75% | 0% | 64.68% | 10/19/2025 |
 TSMC (TSM) | 0.75% | 0% | 97.71% | 10/19/2025 |
 Estee Lauder (EL) | 0.75% | 0% | 46.31% | 8/13/2025 |
 Boston Beer (SAM) | 0.66% | 0% | 71.76% | 1/3/2025 |
 Ping An (2318.HK) | 0.65% | 0% | 50.15% | 12/27/2023 |
 Financial Select Sector SPDR (XLF) | 0.65% | 0% | 68.66% | 10/19/2025 |
 Fortinet (FTNT.RTH) | 0.64% | 0% | 54.79% | 10/19/2025 |
 Thermo Fisher (TMO) | 0.62% | 0% | 55.83% | 10/19/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.61% | 0% | 56.64% | 10/19/2025 |
 Lululemon (LULU) | 0.59% | 0% | 37.09% | 10/19/2025 |
 Broadcom (AVGO) | 0.53% | 0% | 33.04% | 10/19/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.52% | 0% | 32.89% | 10/19/2025 |
 Palo Alto Networks (PANW) | 0.5% | 0% | 44.32% | 10/19/2025 |
 Autozone (AZO) | 0.45% | 0% | 42.33% | 10/19/2025 |
 Medpace (MEDP) | 0.4% | 0% | 46.9% | 10/19/2025 |
 Ulta (ULTA) | 0.34% | 0% | 31.56% | 10/19/2025 |
 Palantir (PLTR) | 0.29% | 0% | 36.65% | 10/19/2025 |
 Lowe's (LOW) | 0.29% | 0% | 54.57% | 10/19/2025 |
 Pool Corp. (POOL) | 0.25% | 0% | 55.75% | 10/19/2025 |
 Coca-Cola (KO) | 0.24% | 0% | 21.31% | 5/2/2023 |
 PepsiCo (PEP) | 0.23% | 0% | 36.43% | 10/19/2025 |
 Supermicro (SMCI) | 0.23% | 0% | 34.81% | 10/19/2025 |
 iShares US Aerospace & Defense ETF (ITA) | 0.22% | 0% | 22.79% | 10/19/2025 |
 Accenture (ACN.RTH) | 0.2% | 0% | 15.49% | 10/19/2025 |
 Crowdstrike (CRWD) | 0.18% | 0% | 16.74% | 10/19/2025 |
 Novo-Nordisk (NVO) | 0.17% | 0% | 21.76% | 10/19/2025 |
 Vanguard Health Care ETF (VHT) | 0.17% | 0% | 7.52% | 4/19/2022 |
 Celsius (CELH) | 0.17% | 0% | 30.75% | 8/13/2025 |
 Monster Beverage (MNST) | 0.15% | 0% | 33.04% | 10/19/2025 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.14% | 0% | 23.97% | 6/18/2025 |
 Starbucks (SBUX.RTH) | 0.13% | 0% | 7.89% | 10/2/2023 |
 CVS Health (CVS) | 0.1% | 0% | 23.45% | 10/19/2025 |
 Hershey (HSY) | 0.1% | 0% | 12.32% | 3/4/2024 |
 Monolithic Power (MPWR) | 0.09% | 0% | 19.25% | 10/19/2025 |
 Caterpillar (CAT) | 0.07% | 0% | 9.96% | 6/18/2025 |
 Home Depot (HD) | 0.07% | 0% | 15.49% | 10/19/2025 |
 HCA (HCA) | 0.04% | 0% | 8.11% | 5/15/2025 |
 Vertex (VRTX) | 0.04% | 0% | 7.67% | 10/7/2024 |
 Copart (CPRT) | 0.03% | 0% | 9.07% | 10/19/2025 |
 Pricesmart (PSMT) | 0.03% | 0% | 5.68% | 9/11/2025 |
 Walmart (WMT) | 0.03% | 0% | 4.57% | 4/4/2022 |
 Costco (COST) | 0.03% | 0% | 3.98% | 3/22/2022 |
 Intel (INTC) | 0.02% | 0% | 1.18% | 2/18/2022 |
 Qifu Technology (QFIN) | 0.02% | 0% | 4.2% | 8/21/2024 |
 Vertex (VERX) | 0.02% | 0% | 1.25% | 5/27/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 1.55% | 8/1/2023 |
 Banco Macro (BMA) | 0.01% | 0% | 2.06% | 11/18/2024 |
 C.H. Robinson (CHRW) | 0.01% | 0% | 1.55% | 3/12/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 0.01% | 0% | 0.66% | 6/22/2023 |
 Loar Holdings Inc (LOAR) | 0.01% | 0% | 2.29% | 12/19/2024 |
 Tencent Music (TME) | 0.01% | 0% | 1.77% | 8/1/2024 |
 Flex (FLEX) | 0.01% | 0% | 1.11% | 7/17/2024 |
 Lockheed Martin (LMT) | 0% | 0% | 0.29% | 1/4/2022 |
 Datadog (DDOG) | 0% | 0% | 0.96% | 5/27/2024 |
 Urban Outfitters (URBN) | 0% | 0% | 0.66% | 7/11/2024 |
 Yum China (YUMC) | 0% | 0% | 0.29% | 1/4/2022 |
 Enphase (ENPH) | 0% | 0% | 0.88% | 10/23/2024 |
 Annaly (NLY) | 0% | 0% | 0.52% | 11/6/2024 |
 Meituan (03690.HK) | 0% | 0% | 2.88% | 5/8/2023 |
 Progressive (PGR) | 0% | 0% | 0.37% | 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.RTH) | 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.RTH) | 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.RTH) | 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.RTH) | 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% |