Portfolio Diversification
Range
Most Diversified
17 instruments
April 17, 2025
Least Diversified
0 instruments
March 13, 2025
Average
12 instruments
Most Consistent Holdings
Top 5
DIS97.44%
MRK97.44%
NVDA97.44%
CROX97.44%
NVO97.44%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 13, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 10.12% | 14.72% | 97.44% | - |
| Merck (MRK) | 7.28% | 5.09% | 97.44% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 6.59% | 7.95% | 84.62% | - |
 Amazon (AMZN) | 6.58% | 10.41% | 76.92% | - |
| Crocs (CROX) | 5.8% | 2.75% | 97.44% | - |
| Disney (DIS) | 5.51% | 2.62% | 97.44% | - |
| Novo-Nordisk (NVO) | 5.3% | 2.28% | 97.44% | - |
 Alphabet (GOOGL) | 5.26% | 9.02% | 51.28% | - |
 Microsoft (MSFT) | 5.22% | 10.96% | 43.59% | - |
 Vanguard Information Technology (VGT) | 4.67% | 8.91% | 69.23% | - |
 Adobe (ADBE) | 4.14% | 3.25% | 76.92% | - |
 Global Payments (GPN) | 4.03% | 2.57% | 76.92% | - |
 Qualcomm (QCOM) | 3.32% | 2.6% | 76.92% | - |
 Hershey (HSY) | 2.64% | 2.96% | 66.67% | - |
 Nike (NKE) | 1.82% | 3.33% | 48.72% | - |
 iShares Semiconductor ETF (SOXX) | 1.64% | 4.97% | 33.33% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.53% | 5.24% | 10.26% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.