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Portfolio Diversification
Range
Most Diversified
25 instruments
August 21, 2025
Least Diversified
0 instruments
March 13, 2025
Average
19 instruments
Most Consistent Holdings
Top 5
NVO99.21%
ADBE97.38%
GPN97.38%
NKE94.49%
MRK93.44%
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) | 6.54% | 3.08% | 76.9% | - |
 NVIDIA (NVDA) | 5.65% | 0% | 45.41% | 9/2/2025 |
 Microsoft (MSFT) | 5.17% | 6.01% | 68.24% | - |
| Merck (MRK) | 5.11% | 0% | 93.44% | 3/5/2026 |
 Amazon (AMZN) | 4.84% | 4.48% | 74.8% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.66% | 0% | 61.15% | 11/6/2025 |
| Adobe (ADBE) | 4.59% | 4.57% | 97.38% | - |
 Vanguard Real Estate ETF (VNQ) | 4.53% | 9.77% | 51.97% | - |
 UnitedHealth (UNH) | 3.4% | 0% | 57.74% | 1/26/2026 |
 PepsiCo (PEP) | 3.38% | 3.44% | 83.2% | - |
 Deckers (DECK) | 3.06% | 2.11% | 77.43% | - |
 Vanguard Information Technology (VGT) | 2.9% | 0% | 42.52% | 9/2/2025 |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 2.68% | 0% | 84.78% | 3/6/2026 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 2.28% | 0% | 40.42% | 1/20/2026 |
 Netflix (NFLX) | 2.05% | 10.5% | 29.66% | - |
| Nike (NKE) | 1.94% | 1.15% | 94.49% | - |
 Disney (DIS) | 1.92% | 2.08% | 72.44% | - |
 Comcast (CMCSA) | 1.83% | 5.1% | 51.97% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.78% | 5.84% | 27.03% | - |
| Global Payments (GPN) | 1.68% | 0.92% | 97.38% | - |
 iShares Semiconductor ETF (SOXX) | 1.6% | 0% | 38.85% | 9/2/2025 |
| Novo-Nordisk (NVO) | 1.53% | 0.53% | 99.21% | - |
 Alphabet (GOOG) | 1.39% | 0% | 29.13% | 9/24/2025 |
 Ferrari (RACE) | 1.33% | 8.2% | 21.26% | - |
 Crocs (CROX) | 1.29% | 0% | 48.03% | 9/12/2025 |
 Lululemon (LULU) | 1.11% | 0% | 19.69% | 1/28/2026 |
 Qualcomm (QCOM) | 1.06% | 0% | 50.39% | 9/29/2025 |
 Hershey (HSY) | 0.96% | 0% | 44.36% | 9/10/2025 |
 BYD (01211.HK) | 0.93% | 6.13% | 21% | - |
 Johnson & Johnson (JNJ) | 0.92% | 0% | 18.64% | 9/10/2025 |
 CVS Health (CVS) | 0.84% | 0% | 21.78% | 12/3/2025 |
 Bitcoin (BTC) | 0.8% | 1.34% | 43.04% | - |
 Eli Lilly (LLY) | 0.73% | 0% | 28.08% | 12/4/2025 |
 Apple (AAPL) | 0.45% | 0% | 7.35% | 10/10/2025 |
 Chevron (CVX) | 0.45% | 12.81% | 6.3% | - |
 Colgate (CL) | 0.35% | 0% | 16.8% | 3/11/2026 |
 Park Hotels (PK) | 0.3% | 1.17% | 23.36% | - |
 Tesla (TSLA) | 0.19% | 0% | 3.67% | 9/26/2025 |
 Western Digital (WDC) | 0.18% | 0% | 10.24% | 11/19/2025 |
 Intel (INTC) | 0.15% | 0% | 11.02% | 10/1/2025 |
 Mastercard (MA) | 0.11% | 3.8% | 2.62% | - |
 Visa (V) | 0.09% | 3.32% | 2.62% | - |
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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