Portfolio Diversification
Range
Most Diversified
32 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
32 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 16.51% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 6.95% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 5.23% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 4.95% | 0% | 99.87% | 2/1/2025 |
 ADP (ADP) | 4.77% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 4.23% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 3.5% | 0% | 99.87% | 2/1/2025 |
 Marriott (MAR) | 2.95% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 2.88% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 2.81% | 0% | 99.87% | 2/1/2025 |
 Stryker (SYK) | 2.73% | 0% | 99.87% | 2/1/2025 |
 Fortinet (FTNT) | 2.43% | 0% | 99.87% | 2/1/2025 |
 Intuit (INTU) | 2.38% | 0% | 99.87% | 2/1/2025 |
 Colgate (CL) | 2.36% | 0% | 99.87% | 2/1/2025 |
 PepsiCo (PEP) | 2.33% | 0% | 99.87% | 2/1/2025 |
 Equifax (EFX) | 2.31% | 0% | 99.87% | 2/1/2025 |
 Procter & Gamble (PG) | 2.31% | 0% | 99.87% | 2/1/2025 |
 MSCI (MSCI) | 2.29% | 0% | 99.87% | 2/1/2025 |
 ANSYS (ANSS) | 2.26% | 0% | 99.87% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 2.16% | 0% | 99.87% | 2/1/2025 |
 Starbucks (SBUX) | 2.13% | 0% | 99.87% | 2/1/2025 |
 BD (BDX) | 2.13% | 0% | 99.87% | 2/1/2025 |
 IDEXX (IDXX) | 2.12% | 0% | 99.87% | 2/1/2025 |
 Home Depot (HD) | 1.92% | 0% | 99.87% | 2/1/2025 |
 McCormick (MKC) | 1.74% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 1.65% | 0% | 99.87% | 2/1/2025 |
 Cognex (CGNX) | 1.6% | 0% | 99.87% | 2/1/2025 |
 Nike (NKE) | 1.58% | 0% | 99.87% | 2/1/2025 |
 IPG Photonics (IPGP) | 1.55% | 0% | 99.87% | 2/1/2025 |
 Masimo (MASI) | 1.46% | 0% | 99.87% | 2/1/2025 |
 Sabre (SABR) | 0.99% | 0% | 99.87% | 2/1/2025 |
 Estee Lauder (EL) | 0.98% | 0% | 99.87% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 11.36% | 21.17% |
| Alphabet (GOOG) | 6.81% | 7.74% |
| Apple (AAPL) | 4.54% | 5.42% |
| Amazon (AMZN) | 4.54% | 5.06% |
| Microsoft (MSFT) | 4.54% | 5.03% |
| ADP (ADP) | 4.54% | 4.71% |
| MercadoLibre (MELI) | 2.27% | 3.28% |
| Marriott (MAR) | 2.27% | 3.16% |
| Fortinet (FTNT) | 2.27% | 2.85% |
| Berkshire Hathaway (BRK.B) | 2.27% | 2.85% |
| Visa (V) | 2.27% | 2.85% |
| Stryker (SYK) | 2.27% | 2.59% |
| Intuit (INTU) | 2.27% | 2.25% |
| MSCI (MSCI) | 2.27% | 2.13% |
| Colgate (CL) | 2.27% | 2.11% |
| Equifax (EFX) | 2.27% | 2.1% |
| Procter & Gamble (PG) | 2.27% | 2.04% |
| ANSYS (ANSS) | 2.27% | 1.99% |
| Home Depot (HD) | 2.27% | 1.83% |
| PayPal (PYPL) | 4.54% | 1.7% |
| PepsiCo (PEP) | 2.27% | 1.69% |
| Starbucks (SBUX) | 2.27% | 1.68% |
| Johnson & Johnson (JNJ) | 2.27% | 1.63% |
| BD (BDX) | 2.27% | 1.62% |
| IDEXX (IDXX) | 2.27% | 1.49% |
| Masimo (MASI) | 2.27% | 1.45% |
| McCormick (MKC) | 2.27% | 1.43% |
| Cognex (CGNX) | 2.27% | 1.06% |
| Nike (NKE) | 2.27% | 0.98% |
| IPG Photonics (IPGP) | 2.27% | 0.95% |
| Sabre (SABR) | 2.27% | 0.77% |
| Estee Lauder (EL) | 2.27% | 0.39% |