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Portfolio Diversification
Range
Most Diversified
24 instruments
March 20, 2026
Least Diversified
0 instruments
February 2, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
AAPL99.5%
GOOG99.5%
MSFT99.5%
V99.5%
MC.PA99.5%
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 |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 12.03% | 20.38% | 99.5% | - |
| Alphabet (GOOG) | 10.84% | 13.09% | 99.5% | - |
| LVMH (MC.PA) | 8.23% | 4.01% | 99.5% | - |
 ASML (ASML) | 6.64% | 12.07% | 99.5% | - |
 Ishares Russell 2000 ETF (IWM) | 5.66% | 4.02% | 99.5% | - |
| Visa (V) | 5.07% | 2.08% | 99.5% | - |
| Microsoft (MSFT) | 4.82% | 3.66% | 99.5% | - |
| Apple (AAPL) | 4.67% | 3.91% | 99.5% | - |
 Johnson & Johnson (JNJ) | 4.09% | 3.3% | 96.33% | - |
 Autozone (AZO) | 3.56% | 1.49% | 99.5% | - |
 McDonald's (MCD) | 3.34% | 2.81% | 78.23% | - |
 Moody's (MCO) | 3.33% | 1.7% | 99.42% | - |
 Hermes (RMS.PA) | 3.15% | 4.51% | 48.96% | - |
 Lowe's (LOW) | 3.04% | 0.68% | 99.42% | - |
 Nike (NKE) | 2.86% | 0% | 98.83% | 4/17/2026 |
 Alibaba (BABA) | 2.72% | 1.58% | 99.42% | - |
 Meta (META) | 2.69% | 3.04% | 99.33% | - |
 CACI (CACI) | 2.14% | 1.48% | 94.25% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.6% | 5.29% | 33.19% | - |
 ICE (ICE) | 1.47% | 1% | 83.9% | - |
 Service Corp Intl (SCI) | 1.27% | 1.4% | 68.89% | - |
 Nagarro (NA9.DE) | 1.23% | 0.53% | 63.64% | - |
 Adobe (ADBE) | 1.11% | 0% | 62.3% | 1/27/2025 |
 Lockheed Martin (LMT) | 0.75% | 2.38% | 32.86% | - |
 Casey's (CASY) | 0.05% | 0% | 5.67% | 9/19/2023 |
 SPDR Gold (GLD) | 0.02% | 0.74% | 2.84% | - |
 ASML (ASML.NV) | 0.01% | 0% | 0.67% | 4/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 20.09% | 18.67% |
| Alphabet (GOOG) | 8.17% | 13.1% |
| ASML (ASML) | 8.69% | 10.12% |
| LVMH (MC.PA) | 7.82% | 5.86% |
| Hermes (RMS.PA) | 7.02% | 5.49% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 5.96% | 5.38% |
| Microsoft (MSFT) | 4.45% | 4.36% |
| Apple (AAPL) | 3.59% | 4.14% |
| Ishares Russell 2000 ETF (IWM) | 4.14% | 4.01% |
| Johnson & Johnson (JNJ) | 3.29% | 3.37% |
| McDonald's (MCD) | 3.61% | 3.02% |
| Meta (META) | 2.33% | 2.57% |
| Visa (V) | 2.22% | 2.51% |
| Lockheed Martin (LMT) | 2.85% | 2.31% |
| Nagarro (NA9.DE) | 2.67% | 1.94% |
| Alibaba (BABA) | 1.53% | 1.86% |
| Moody's (MCO) | 1.48% | 1.72% |
| CACI (CACI) | 1.31% | 1.59% |
| Autozone (AZO) | 1.39% | 1.51% |
| Service Corp Intl (SCI) | 1.63% | 1.34% |
| Lowe's (LOW) | 1.35% | 1.16% |
| ICE (ICE) | 1.14% | 1.09% |
| Nike (NKE) | 1.79% | 0.86% |
Cash & Instruments Over Time
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