Portfolio Diversification
Range
Most Diversified
23 instruments
March 21, 2025
Least Diversified
0 instruments
February 2, 2025
Average
20.2 instruments
Most Consistent Holdings
Top 5
AAPL99.9%
GOOG99.9%
META99.9%
MSFT99.9%
NKE99.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 10.54% | 18.33% | 99.9% | - |
| Alphabet (GOOG) | 10.52% | 11.64% | 99.9% | - |
 LVMH (MC.PA) | 9% | 5.38% | 99.9% | - |
 Ishares Russell 2000 ETF (IWM) | 6.04% | 4.63% | 99.9% | - |
 Visa (V) | 5.71% | 3.01% | 99.9% | - |
 ASML (ASML) | 5.62% | 8.12% | 99.9% | - |
| Microsoft (MSFT) | 4.95% | 5.5% | 99.9% | - |
| Apple (AAPL) | 4.85% | 4.37% | 99.9% | - |
 Johnson & Johnson (JNJ) | 4.25% | 3.48% | 95.97% | - |
 Autozone (AZO) | 4.02% | 2.26% | 99.9% | - |
 Moody's (MCO) | 3.73% | 1.83% | 99.9% | - |
 Lowe's (LOW) | 3.48% | 1.52% | 99.9% | - |
 McDonald's (MCD) | 3.43% | 3.12% | 73.55% | - |
| Nike (NKE) | 3.34% | 1.2% | 99.9% | - |
 Alibaba (BABA) | 2.9% | 2% | 99.9% | - |
| Meta (META) | 2.77% | 2.32% | 99.9% | - |
 Hermes (RMS.PA) | 2.65% | 5.68% | 37.5% | - |
 CACI (CACI) | 2.25% | 1.65% | 93.39% | - |
 ICE (ICE) | 1.57% | 1.26% | 80.58% | - |
 Adobe (ADBE) | 1.37% | 0% | 77.17% | 1/27/2025 |
 Service Corp Intl (SCI) | 1.24% | 1.62% | 62.19% | - |
 Nagarro (NA9.DE) | 1.19% | 1.47% | 55.48% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.77% | 5.19% | 17.77% | - |
 Lockheed Martin (LMT) | 0.34% | 2.32% | 17.46% | - |
 Casey's (CASY) | 0.06% | 0% | 7.02% | 9/19/2023 |
 ASML (ASML.NV) | 0.01% | 0% | 0.83% | 4/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 11.54% | 12.01% |
| LVMH (MC.PA) | 11.96% | 9.84% |
| Alphabet (GOOG) | 7.06% | 9.13% |
| Hermes (RMS.PA) | 7.65% | 7.68% |
| ASML (ASML) | 7.8% | 6.88% |
| Apple (AAPL) | 5.15% | 6.39% |
| Ishares Russell 2000 ETF (IWM) | 6.1% | 6.21% |
| McDonald's (MCD) | 5.12% | 4.8% |
| Microsoft (MSFT) | 4.59% | 4.72% |
| Visa (V) | 3.32% | 4.12% |
| Johnson & Johnson (JNJ) | 4.62% | 3.8% |
| Nagarro (NA9.DE) | 4.09% | 3.53% |
| Autozone (AZO) | 2.42% | 2.88% |
| Lowe's (LOW) | 2.34% | 2.4% |
| Moody's (MCO) | 1.68% | 2.35% |
| Meta (META) | 1.22% | 2.19% |
| Alibaba (BABA) | 2.67% | 2.17% |
| Nike (NKE) | 3.11% | 2.06% |
| ICE (ICE) | 1.72% | 1.81% |
| Service Corp Intl (SCI) | 1.74% | 1.79% |
| CACI (CACI) | 1.45% | 1.67% |
| Adobe (ADBE) | 1.39% | 1.26% |