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Portfolio Diversification
Range
Most Diversified
25 instruments
August 21, 2025
Least Diversified
0 instruments
March 13, 2025
Average
19.6 instruments
Most Consistent Holdings
Top 5
NVO97.79%
ADBE97.05%
GPN97.05%
NKE95.02%
DECK83.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 13, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 6.11% | 14.47% | 76.01% | - |
 Vanguard Real Estate ETF (VNQ) | 5.77% | 7.94% | 65.13% | - |
 Alphabet (GOOGL) | 5.54% | 2.8% | 82.1% | - |
 NVIDIA (NVDA) | 4.82% | 3.24% | 57.38% | - |
| Adobe (ADBE) | 4.58% | 4.7% | 97.05% | - |
 Amazon (AMZN) | 4.05% | 0% | 65.31% | 6/8/2026 |
 Netflix (NFLX) | 3.69% | 9.07% | 48.89% | - |
 Merck (MRK) | 3.59% | 0% | 65.68% | 3/5/2026 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.28% | 0% | 42.99% | 11/6/2025 |
 Ferrari (RACE) | 3.23% | 7.8% | 43.54% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 3.15% | 6.2% | 47.6% | - |
 Chevron (CVX.US) | 3.06% | 9.31% | 33.03% | - |
| Deckers (DECK) | 2.71% | 1.42% | 83.03% | - |
 PepsiCo (PEP) | 2.62% | 0% | 66.24% | 5/12/2026 |
 UnitedHealth (UNH) | 2.39% | 0% | 40.59% | 1/26/2026 |
 Comcast (CMCSA) | 2.38% | 3.51% | 65.13% | - |
 Vanguard Information Technology (VGT) | 2.04% | 0% | 29.89% | 9/2/2025 |
 BYD (01211.HK) | 1.96% | 3.65% | 43.36% | - |
 Disney (DIS) | 1.9% | 1.74% | 79.52% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 1.88% | 0% | 59.59% | 3/6/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.6% | 0% | 28.41% | 1/20/2026 |
| Nike (NKE) | 1.6% | 0.64% | 95.02% | - |
| Global Payments (GPN) | 1.44% | 0.95% | 97.05% | - |
 Mastercard (MA) | 1.34% | 4.89% | 29.7% | - |
| Novo-Nordisk (NVO) | 1.31% | 0.51% | 97.79% | - |
 Meta (META) | 1.26% | 7.45% | 19.56% | - |
 iShares Semiconductor ETF (SOXX) | 1.12% | 0% | 27.31% | 9/2/2025 |
 Alphabet (GOOG) | 0.98% | 0% | 20.48% | 9/24/2025 |
 Visa (V) | 0.98% | 3.09% | 30.07% | - |
 Crocs (CROX) | 0.91% | 0% | 33.76% | 9/12/2025 |
 Bitcoin (BTC) | 0.89% | 1.19% | 57.75% | - |
 Lululemon (LULU) | 0.78% | 0% | 13.84% | 1/28/2026 |
 Qualcomm (QCOM) | 0.75% | 0% | 35.42% | 9/29/2025 |
 Hershey (HSY) | 0.68% | 0% | 31.18% | 9/10/2025 |
 Johnson & Johnson (JNJ) | 0.65% | 0% | 13.1% | 9/10/2025 |
 MercadoLibre (MELI) | 0.61% | 2.61% | 23.25% | - |
 CVS Health (CVS) | 0.59% | 0% | 15.31% | 12/3/2025 |
 Park Hotels (PK) | 0.57% | 1.26% | 45.02% | - |
 Eli Lilly (LLY) | 0.52% | 0% | 19.74% | 12/4/2025 |
 Apple (AAPL) | 0.32% | 0% | 5.17% | 10/10/2025 |
 Colgate (CL) | 0.24% | 0% | 11.81% | 3/11/2026 |
 Tesla (TSLA) | 0.13% | 0% | 2.58% | 9/26/2025 |
 Western Digital (WDC) | 0.13% | 0% | 7.2% | 11/19/2025 |
 Intel (INTC) | 0.11% | 0% | 7.75% | 10/1/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.04% | 0% | 1.11% | 6/18/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Real Estate ETF (VNQ) | 11.07% | 10.68% |
| UnitedHealth (UNH) | 8.06% | 7.98% |
| Merck (MRK) | 6.7% | 7.86% |
| Lululemon (LULU) | 6.69% | 7.53% |
| State Street Technology Select Sector SPDR ETF (XLK) | 7.01% | 6.95% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 6.09% | 6.81% |
| Adobe (ADBE) | 5.55% | 5.21% |
| Deckers (DECK) | 5.15% | 5% |
| Netflix (NFLX) | 4.86% | 4.53% |
| Alphabet (GOOGL) | 3.84% | 3.78% |
| PepsiCo (PEP) | 3.44% | 3.47% |
| Comcast (CMCSA) | 3.2% | 2.89% |
| iShares S&P Small-Cap 600 Value ETF (IJS) | 2.13% | 2.75% |
| Bitcoin (BTC) | 2.43% | 1.9% |
| Nike (NKE) | 1.81% | 1.54% |
| Park Hotels (PK) | 1.32% | 1.26% |
| Global Payments (GPN) | 1.46% | 1.16% |
| Novo-Nordisk (NVO) | 1.21% | 0.81% |
Cash & Instruments Over Time
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