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Portfolio Diversification
Range
Most Diversified
25 instruments
August 21, 2025
Least Diversified
0 instruments
March 13, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
NVO98.45%
ADBE97.12%
GPN97.12%
NKE94.68%
DECK80.27%
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 |
|---|---|---|---|---|
 Alphabet (GOOGL) | 6.04% | 3.46% | 79.38% | - |
 Microsoft (MSFT) | 5.25% | 5.87% | 72.06% | - |
 Vanguard Real Estate ETF (VNQ) | 5.2% | 9.08% | 58.76% | - |
 NVIDIA (NVDA) | 5.16% | 3.28% | 49.45% | - |
 Amazon (AMZN) | 4.85% | 4.62% | 78.05% | - |
| Adobe (ADBE) | 4.61% | 5.04% | 97.12% | - |
 Merck (MRK) | 4.32% | 0% | 78.94% | 3/5/2026 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.94% | 0% | 51.66% | 11/6/2025 |
 PepsiCo (PEP) | 3.15% | 0% | 79.6% | 5/12/2026 |
 Netflix (NFLX) | 3.08% | 7.72% | 39.47% | - |
| Deckers (DECK) | 2.9% | 2.03% | 80.27% | - |
 UnitedHealth (UNH) | 2.87% | 0% | 48.78% | 1/26/2026 |
 State Street Technology Select Sector SPDR ETF (XLK) | 2.48% | 6.77% | 37.69% | - |
 Vanguard Information Technology (VGT) | 2.45% | 0% | 35.92% | 9/2/2025 |
 Ferrari (RACE) | 2.31% | 7.48% | 32.82% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 2.26% | 0% | 71.62% | 3/6/2026 |
 Comcast (CMCSA) | 2.17% | 3.58% | 58.76% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.93% | 0% | 34.15% | 1/20/2026 |
 Disney (DIS) | 1.93% | 1.87% | 76.05% | - |
 Chevron (CVX.US) | 1.88% | 9.5% | 20.18% | - |
| Nike (NKE) | 1.78% | 0.81% | 94.68% | - |
 BYD (01211.HK) | 1.56% | 4.34% | 32.59% | - |
| Global Payments (GPN) | 1.55% | 0.77% | 97.12% | - |
| Novo-Nordisk (NVO) | 1.46% | 0.53% | 98.45% | - |
 iShares Semiconductor ETF (SOXX) | 1.35% | 0% | 32.82% | 9/2/2025 |
 Alphabet (GOOG) | 1.17% | 0% | 24.61% | 9/24/2025 |
 Crocs (CROX) | 1.09% | 0% | 40.58% | 9/12/2025 |
 Lululemon (LULU) | 0.94% | 0% | 16.63% | 1/28/2026 |
 Qualcomm (QCOM) | 0.9% | 0% | 42.57% | 9/29/2025 |
 Bitcoin (BTC) | 0.86% | 1.03% | 50.33% | - |
 Hershey (HSY) | 0.81% | 0% | 37.47% | 9/10/2025 |
 Johnson & Johnson (JNJ) | 0.78% | 0% | 15.74% | 9/10/2025 |
 CVS Health (CVS) | 0.71% | 0% | 18.4% | 12/3/2025 |
 Mastercard (MA) | 0.64% | 4.71% | 16.19% | - |
 Eli Lilly (LLY) | 0.62% | 0% | 23.73% | 12/4/2025 |
 Visa (V) | 0.55% | 3.04% | 16.85% | - |
 Park Hotels (PK) | 0.42% | 1.32% | 34.59% | - |
 Apple (AAPL) | 0.38% | 0% | 6.21% | 10/10/2025 |
 Colgate (CL) | 0.29% | 0% | 14.19% | 3/11/2026 |
 MercadoLibre (MELI) | 0.24% | 2.41% | 8.87% | - |
 Meta (META) | 0.22% | 5.23% | 4.21% | - |
 Tesla (TSLA) | 0.16% | 0% | 3.1% | 9/26/2025 |
 Western Digital (WDC) | 0.15% | 0% | 8.65% | 11/19/2025 |
 Intel (INTC) | 0.13% | 0% | 9.31% | 10/1/2025 |
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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