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Portfolio Diversification
Range
Most Diversified
57 instruments
March 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
41.4 instruments
Most Consistent Holdings
Top 5
AAPL99.86%
MA99.86%
ADBE99.86%
SPY99.86%
AMZN99.79%
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% | 5.5% | 99.72% | - |
| Apple (AAPL) | 4.15% | 4.44% | 99.86% | - |
| SPDR S&P 500 ETF (SPY) | 3.91% | 2.25% | 99.86% | - |
 NVIDIA (NVDA) | 3.29% | 6.72% | 78.95% | - |
 Alphabet (GOOGL) | 3.28% | 4.44% | 99.72% | - |
| Amazon (AMZN) | 3.27% | 2.97% | 99.79% | - |
| Adobe (ADBE) | 3.26% | 1.71% | 99.86% | - |
 Booking (BKNG) | 3.18% | 3.51% | 97.72% | - |
 Microsoft (MSFT) | 2.72% | 2.74% | 99.45% | - |
 Berkshire Hathaway (BRK.B) | 2.36% | 1.93% | 98.14% | - |
 Invesco QQQ (QQQ) | 2.23% | 0% | 78.67% | 3/25/2025 |
 MercadoLibre (MELI) | 2.22% | 2.37% | 98.14% | - |
 Salesforce (CRM) | 2.12% | 1.12% | 96% | - |
 ServiceNow (NOW) | 1.78% | 1.32% | 94.82% | - |
| Mastercard (MA) | 1.74% | 1.94% | 99.86% | - |
 iShares China Large-Cap ETF (FXI) | 1.69% | 4.06% | 48.52% | - |
 BlackRock (BLK) | 1.55% | 1.64% | 97.72% | - |
 Visa (V) | 1.54% | 0% | 96.55% | 12/4/2025 |
 Nike (NKE) | 1.49% | 1.3% | 94.82% | - |
 Citi (C) | 1.36% | 2.44% | 90.48% | - |
 ASML (ASML) | 1.36% | 2.23% | 99.45% | - |
 ProShares UltraPro QQQ (TQQQ) | 1.35% | 4.39% | 43.27% | - |
 AMD (AMD) | 1.3% | 0.97% | 96.89% | - |
 McDonald's (MCD) | 1.24% | 1.72% | 87.23% | - |
 Veeva (VEEV) | 1.02% | 0.47% | 99.03% | - |
 T. Rowe Price (TROW) | 1% | 0.95% | 92.68% | - |
 Disney (DIS) | 0.97% | 0% | 49.41% | 1/16/2024 |
 LVMH (MC.PA) | 0.95% | 2.49% | 35.47% | - |
 UnitedHealth (UNH) | 0.89% | 2.02% | 50.31% | - |
 Tencent (0700.HK) | 0.85% | 0% | 48.03% | 12/27/2023 |
 S&P Global (SPGI) | 0.82% | 0% | 45.76% | 1/8/2024 |
 Alibaba (9988.HK) | 0.81% | 0% | 48.03% | 12/27/2023 |
 TSMC (TSM) | 0.77% | 1.3% | 97.86% | - |
 iShares Semiconductor ETF (SOXX) | 0.74% | 0.6% | 66.94% | - |
 Estee Lauder (EL) | 0.7% | 0% | 43.34% | 8/13/2025 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.67% | 0.95% | 70.67% | - |
 Thermo Fisher (TMO) | 0.67% | 1.41% | 58.66% | - |
 Broadcom (AVGO) | 0.66% | 2.55% | 37.34% | - |
 iShares U.S. Medical Devices ETF (IHI) | 0.64% | 1.09% | 59.42% | - |
 Boston Beer (SAM) | 0.62% | 0% | 67.15% | 1/3/2025 |
 Lululemon (LULU) | 0.62% | 1.01% | 41.13% | - |
 Fortinet (FTNT) | 0.62% | 0% | 54.31% | 12/3/2025 |
 Ping An (2318.HK) | 0.61% | 0% | 46.93% | 12/27/2023 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.59% | 1.5% | 37.2% | - |
 Palo Alto Networks (PANW) | 0.58% | 1.67% | 47.9% | - |
 Autozone (AZO) | 0.49% | 0.98% | 46.03% | - |
 Medpace (MEDP) | 0.43% | 0.79% | 50.31% | - |
 Ulta (ULTA) | 0.4% | 1.53% | 35.96% | - |
 Lowe's (LOW) | 0.3% | 0.51% | 57.49% | - |
 iShares US Aerospace & Defense ETF (ITA) | 0.27% | 1.23% | 27.74% | - |
 Palantir (PLTR) | 0.27% | 0% | 34.44% | 10/22/2025 |
 PepsiCo (PEP) | 0.26% | 0.71% | 40.51% | - |
 Accenture (ACN) | 0.26% | 1.18% | 20.91% | - |
 Pool Corp. (POOL) | 0.25% | 0.28% | 58.59% | - |
 Supermicro (SMCI) | 0.25% | 0.49% | 38.99% | - |
 Crowdstrike (CRWD) | 0.24% | 0.98% | 22.08% | - |
 Coca-Cola (KO) | 0.23% | 0% | 19.94% | 5/2/2023 |
 Novo-Nordisk (NVO) | 0.2% | 0.65% | 26.78% | - |
 Monster Beverage (MNST) | 0.18% | 0.6% | 37.34% | - |
 Vanguard Health Care ETF (VHT) | 0.16% | 0% | 7.04% | 4/19/2022 |
 Celsius (CELH) | 0.16% | 0% | 28.78% | 8/13/2025 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.13% | 0% | 22.43% | 6/18/2025 |
 CVS Health (CVS) | 0.13% | 0.51% | 28.36% | - |
 Starbucks (SBUX) | 0.12% | 0% | 7.38% | 10/2/2023 |
 Monolithic Power (MPWR) | 0.12% | 0.62% | 24.43% | - |
 Hershey (HSY) | 0.09% | 0% | 11.53% | 3/4/2024 |
 Home Depot (HD) | 0.09% | 0.4% | 20.91% | - |
 Caterpillar (CAT) | 0.07% | 0% | 9.32% | 6/18/2025 |
 Copart (CPRT) | 0.05% | 0.32% | 14.91% | - |
 HCA (HCA) | 0.04% | 0% | 7.59% | 5/15/2025 |
 Vertex (VRTX) | 0.03% | 0% | 7.18% | 10/7/2024 |
 Pricesmart (PSMT) | 0.03% | 0% | 5.31% | 9/11/2025 |
 Walmart (WMT) | 0.03% | 0% | 4.28% | 4/4/2022 |
 Costco (COST) | 0.02% | 0% | 3.73% | 3/22/2022 |
 Intel (INTC) | 0.02% | 0% | 1.1% | 2/18/2022 |
 Qifu Technology (QFIN) | 0.02% | 0% | 3.93% | 8/21/2024 |
 Vertex (VERX) | 0.02% | 0% | 1.17% | 5/27/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.02% | 0% | 1.45% | 8/1/2023 |
 Banco Macro (BMA) | 0.01% | 0% | 1.93% | 11/18/2024 |
 C.H. Robinson (CHRW) | 0.01% | 0% | 1.45% | 3/12/2025 |
 SPDR S&P Regional Banking ETF (KRE) | 0.01% | 0% | 0.62% | 6/22/2023 |
 Loar Holdings Inc (LOAR) | 0.01% | 0% | 2.14% | 12/19/2024 |
 Tencent Music (TME) | 0.01% | 0% | 1.66% | 8/1/2024 |
 Flex (FLEX) | 0.01% | 0% | 1.04% | 7/17/2024 |
 Lockheed Martin (LMT) | 0% | 0% | 0.28% | 1/4/2022 |
 Datadog (DDOG) | 0% | 0% | 0.9% | 5/27/2024 |
 Urban Outfitters (URBN) | 0% | 0% | 0.62% | 7/11/2024 |
 Tesla (TSLA) | 0% | 0% | 0.76% | 1/20/2026 |
 Yum China (YUMC) | 0% | 0% | 0.28% | 1/4/2022 |
 Altria (MO) | 0% | 0% | 0.48% | 12/11/2025 |
 Enphase (ENPH) | 0% | 0% | 0.83% | 10/23/2024 |
 Tyson Foods (TSN) | 0% | 0% | 0.41% | 1/5/2026 |
 Annaly (NLY) | 0% | 0% | 0.48% | 11/6/2024 |
 Meituan (03690.HK) | 0% | 0% | 2.69% | 5/8/2023 |
 AbbVie (ABBV) | 0% | 0% | 0.28% | 12/8/2025 |
 Edwards Lifesciences (EW) | 0% | 0.51% | 0.35% | - |
 Progressive (PGR) | 0% | 0% | 0.35% | 1/29/2025 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.41% | 1/14/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.28% | 6.88% |
| Meta (META) | 2.13% | 5.89% |
| Apple (AAPL) | 4.05% | 4.8% |
| ProShares UltraPro QQQ (TQQQ) | 3.85% | 4.47% |
| Alphabet (GOOGL) | 2.2% | 4.26% |
| iShares China Large-Cap ETF (FXI) | 3.85% | 3.91% |
| Booking (BKNG) | 2.2% | 3.67% |
| Amazon (AMZN) | 2.2% | 2.9% |
| Microsoft (MSFT) | 2.59% | 2.86% |
| LVMH (MC.PA) | 4.4% | 2.76% |
| Broadcom (AVGO) | 1.93% | 2.59% |
| Citi (C) | 1.49% | 2.47% |
| MercadoLibre (MELI) | 1.65% | 2.29% |
| SPDR S&P 500 ETF (SPY) | 2.06% | 2.22% |
| Mastercard (MA) | 2.03% | 2.04% |
| Adobe (ADBE) | 3.97% | 2.02% |
| Berkshire Hathaway (BRK.B) | 1.65% | 1.96% |
| UnitedHealth (UNH) | 3.3% | 1.94% |
| ASML (ASML) | 1.65% | 1.76% |
| McDonald's (MCD) | 2.2% | 1.7% |
| Palo Alto Networks (PANW) | 2.2% | 1.64% |
| ServiceNow (NOW) | 1.49% | 1.58% |
| BlackRock (BLK) | 1.65% | 1.56% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 1.38% | 1.51% |
| Ulta (ULTA) | 1.1% | 1.35% |
| Salesforce (CRM) | 1.49% | 1.32% |
| Thermo Fisher (TMO) | 1.65% | 1.29% |
| Nike (NKE) | 3.14% | 1.28% |
| TSMC (TSM) | 0.55% | 1.18% |
| Accenture (ACN) | 1.93% | 1.13% |
| iShares US Aerospace & Defense ETF (ITA) | 1.1% | 1.09% |
| Lululemon (LULU) | 2.2% | 1.09% |
| iShares U.S. Medical Devices ETF (IHI) | 1.38% | 1.09% |
| Crowdstrike (CRWD) | 1.1% | 1.02% |
| State Street Financial Select Sector SPDR ETF (XLF) | 0.83% | 0.96% |
| T. Rowe Price (TROW) | 1.65% | 0.92% |
| Autozone (AZO) | 1.1% | 0.91% |
| AMD (AMD) | 0.55% | 0.88% |
| Medpace (MEDP) | 0.55% | 0.72% |
| PepsiCo (PEP) | 1.1% | 0.68% |
| Monster Beverage (MNST) | 0.55% | 0.56% |
| Tyson Foods (TSN) | 0.83% | 0.54% |
| Novo-Nordisk (NVO) | 1.38% | 0.53% |
| Monolithic Power (MPWR) | 0.55% | 0.53% |
| iShares Semiconductor ETF (SOXX) | 0.55% | 0.52% |
| CVS Health (CVS) | 0.55% | 0.5% |
| Veeva (VEEV) | 0.55% | 0.47% |
| Supermicro (SMCI) | 1.38% | 0.45% |
| Lowe's (LOW) | 0.55% | 0.44% |
| Home Depot (HD) | 0.55% | 0.36% |
| Copart (CPRT) | 0.55% | 0.3% |
| Pool Corp. (POOL) | 0.55% | 0.24% |
Cash & Instruments Over Time
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