Portfolio Diversification
Range
Most Diversified
27 instruments
July 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.4 instruments
Most Consistent Holdings
Top 5
MSFT88.02%
NVDA82.38%
MCK79.79%
V76.2%
FTNT71.7%
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 |
|---|---|---|---|---|
 Vanguard Short-Term Corporate (VCSH) | 24.65% | 0% | 67.73% | 5/16/2025 |
 iShares Core S&P 500 ETF (IVV) | 11.7% | 0% | 67.28% | 11/26/2024 |
 Vanguard S&P 500 ETF (VOO) | 4.75% | 24.4% | 24.49% | - |
| Microsoft (MSFT) | 4.28% | 3.33% | 88.02% | - |
 SPDR Gold (GLD) | 3.6% | 13.36% | 51.72% | - |
 iShares TIPS Bond ETF (TIP) | 2.85% | 0% | 17.62% | 5/23/2023 |
| McKesson (MCK) | 2.78% | 2.26% | 79.79% | - |
| Visa (V) | 2.54% | 0% | 76.2% | 7/30/2025 |
 APA (APA) | 2.32% | 0% | 42.03% | 7/31/2023 |
 Pershing Square (PSH.L) | 2.31% | 11.64% | 21.59% | - |
| Fortinet (FTNT) | 1.9% | 0% | 71.7% | 7/15/2025 |
| NVIDIA (NVDA) | 1.85% | 2.1% | 82.38% | - |
 ConocoPhillips (COP) | 1.72% | 0% | 42.18% | 11/26/2024 |
 Mosaic (MOS) | 1.68% | 0% | 36.31% | 5/17/2023 |
 RIT Capital (RCP.L) | 1.53% | 11.44% | 21.51% | - |
 Costco (COST) | 1.45% | 0% | 49.28% | 3/17/2025 |
 Marathon Oil (MRO) | 1.34% | 0% | 24.18% | 12/12/2023 |
 Unilever (UL.US) | 1.31% | 4.26% | 30.43% | - |
 Occidental (OXY) | 1.27% | 0% | 23.65% | 11/28/2022 |
 Stryker (SYK) | 1.17% | 0% | 61.86% | 4/4/2025 |
 Walmart (WMT) | 1.06% | 0% | 25.4% | 4/4/2025 |
 Alcoa (AA) | 0.93% | 0% | 12.2% | 6/10/2022 |
 Progressive (PGR) | 0.85% | 0% | 23.19% | 4/17/2023 |
 Sabre (SABR) | 0.79% | 0% | 8.16% | 5/16/2022 |
 Freeport-McMoRan (FCX) | 0.71% | 0% | 12.74% | 6/17/2022 |
 Arch Resources (ARCH) | 0.71% | 0% | 11.52% | 8/30/2023 |
 ANSYS (ANSS) | 0.69% | 0% | 27.69% | 8/28/2023 |
 Monster Beverage (MNST) | 0.65% | 0% | 50.34% | 3/11/2025 |
 Diamondback (FANG) | 0.64% | 0% | 31.66% | 2/3/2025 |
 Rollins (ROL) | 0.64% | 1.86% | 31.35% | - |
 Waters (WAT) | 0.64% | 0% | 50.8% | 5/3/2024 |
 Hess (HES) | 0.57% | 0% | 24.49% | 10/27/2023 |
 Alphabet (GOOGL) | 0.55% | 0% | 14.34% | 1/3/2023 |
 Meta (META) | 0.53% | 1.84% | 17.62% | - |
 Northrop Grumman (NOC) | 0.51% | 0% | 18.08% | 1/20/2023 |
 ADM (ADM) | 0.5% | 0% | 28.99% | 12/21/2023 |
 Cencora (COR) | 0.47% | 0% | 27.77% | 7/18/2023 |
 Philip Morris (PM) | 0.47% | 0% | 12.81% | 1/16/2025 |
 Chipotle (CMG) | 0.46% | 0% | 37.15% | 2/25/2025 |
 Teleflex (TFX) | 0.45% | 0% | 11.98% | 6/7/2022 |
 Antero (AR.US) | 0.43% | 0% | 40.96% | 11/16/2023 |
 Smith & Wesson (SWBI) | 0.41% | 0% | 13.73% | 10/10/2022 |
 Southwestern Energy (SWN) | 0.4% | 0% | 11.06% | 8/3/2022 |
 Estee Lauder (EL) | 0.4% | 0% | 22.81% | 7/18/2023 |
 Hilton (HLT) | 0.39% | 0% | 23.49% | 3/27/2023 |
 CoStar (CSGP) | 0.37% | 0% | 5.03% | 3/8/2022 |
 Colgate (CL) | 0.34% | 0% | 11.52% | 11/28/2022 |
 General Dynamics (GD) | 0.32% | 0% | 21.05% | 7/31/2024 |
 Marriott (MAR) | 0.31% | 1.76% | 11.29% | - |
 Oracle (ORCL) | 0.29% | 0% | 14.19% | 12/12/2024 |
 T-Mobile (TMUS) | 0.28% | 0% | 13.73% | 3/27/2023 |
 Pioneer Natural Resources Company (PXD) | 0.27% | 0% | 5.11% | 3/9/2022 |
 Lockheed Martin (LMT) | 0.27% | 0% | 6.86% | 10/30/2024 |
 Hershey (HSY) | 0.26% | 0% | 15.71% | 3/7/2023 |
 Paycom (PAYC) | 0.25% | 0% | 21.82% | 6/26/2023 |
 Mettler-Toledo (MTD) | 0.25% | 0% | 15.94% | 6/16/2023 |
 ZipRecruiter (ZIP) | 0.24% | 0% | 3.05% | 2/9/2022 |
 EOG Resources (EOG) | 0.24% | 0% | 13.04% | 2/1/2024 |
 Brown-Forman (BF-B) | 0.22% | 0% | 8.16% | 6/12/2025 |
 Kroger (KR) | 0.17% | 0% | 8.47% | 10/14/2022 |
 ASML (ASML) | 0.12% | 0% | 9.46% | 9/6/2023 |
 MercadoLibre (MELI) | 0.1% | 0% | 9.84% | 7/9/2025 |
 Vistra (VST) | 0.1% | 1.24% | 7.48% | - |
 EssilorLuxottica (EL.PA) | 0.1% | 2.49% | 4.35% | - |
 Zoetis (ZTS) | 0.1% | 0% | 4.96% | 8/31/2022 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.09% | 0% | 1.14% | 5/27/2022 |
 ADP (ADP) | 0.09% | 0% | 4.27% | 1/2/2025 |
 Robinhood (HOOD) | 0.08% | 0% | 7.7% | 7/10/2025 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.07% | 0% | 0.76% | 6/2/2023 |
 IDEXX (IDXX) | 0.06% | 0% | 4.96% | 6/21/2023 |
 Sportsman's Warehouse (SPWH) | 0.06% | 0% | 1.83% | 4/1/2022 |
 Roblox (RBLX) | 0.06% | 0% | 2.14% | 1/28/2022 |
 Pantheon International (PIN.L) | 0.05% | 0% | 1.68% | 4/30/2025 |
 BD (BDX) | 0.05% | 0% | 5.42% | 3/17/2023 |
 Moderna (MRNA) | 0.04% | 0% | 0.84% | 5/23/2022 |
 Crown Castle (CCI) | 0.04% | 0% | 2.21% | 4/8/2025 |
 Rubrik Inc (RBRK) | 0.04% | 0% | 7.32% | 8/20/2025 |
 Schlumberger (SLB) | 0.03% | 0% | 4.12% | 11/2/2023 |
 Crowdstrike (CRWD) | 0.02% | 0% | 2.97% | 4/26/2023 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 1.83% | 8/8/2025 |
 Uber (UBER) | 0.02% | 0% | 1.3% | 6/2/2025 |
 Palantir (PLTR) | 0.02% | 0% | 1.98% | 11/25/2024 |
 AstraZeneca (AZN) | 0.02% | 0% | 0.69% | 7/25/2025 |
 Brown & Brown (BRO) | 0.01% | 0% | 0.46% | 4/10/2025 |
 Kraft Heinz (KHC) | 0.01% | 0% | 0.08% | 8/31/2023 |
 MSG Sports (MSGS) | 0% | 0% | 0.08% | 10/14/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Short-Term Corporate (VCSH) | 41.35% | 40.52% |
| Pershing Square (PSH.L) | 8.99% | 9.46% |
| SPDR Gold (GLD) | 7.41% | 7.34% |
| RIT Capital (RCP.L) | 5.76% | 5.78% |
| Microsoft (MSFT) | 4.73% | 5.08% |
| Walmart (WMT) | 4.07% | 4.36% |
| Visa (V) | 2.48% | 2.74% |
| ADP (ADP) | 2.67% | 2.54% |
| Costco (COST) | 2.28% | 2.47% |
| Stryker (SYK) | 2.48% | 2.43% |
| Unilever (UL.US) | 2.57% | 2.4% |
| Philip Morris (PM) | 2.46% | 2.32% |
| Meta (META) | 2.49% | 2.26% |
| McKesson (MCK) | 2.2% | 2.19% |
| NVIDIA (NVDA) | 1.43% | 1.94% |
| Fortinet (FTNT) | 1.87% | 1.82% |
| Chipotle (CMG) | 1.84% | 1.74% |
| Diamondback (FANG) | 1.75% | 1.58% |