Portfolio Diversification
Range
Most Diversified
20 instruments
June 6, 2025
Least Diversified
0 instruments
March 13, 2025
Average
15.2 instruments
Most Consistent Holdings
Top 5
DIS98.85%
MRK98.85%
NVDA98.85%
CROX98.85%
NVO98.85%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 12.16% | 13.16% | 98.85% | - |
 Alphabet (GOOGL) | 8.9% | 13.27% | 78.16% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8.2% | 8.59% | 93.1% | - |
 Amazon (AMZN) | 8.02% | 8.24% | 89.66% | - |
 Microsoft (MSFT) | 7.87% | 8.98% | 74.71% | - |
 Vanguard Information Technology (VGT) | 6.48% | 7.08% | 86.21% | - |
| Merck (MRK) | 5.48% | 3.3% | 98.85% | - |
| Crocs (CROX) | 3.96% | 1.97% | 98.85% | - |
| Disney (DIS) | 3.83% | 2.25% | 98.85% | - |
| Novo-Nordisk (NVO) | 3.5% | 1.87% | 98.85% | - |
 Adobe (ADBE) | 3.42% | 2.49% | 89.66% | - |
 iShares Semiconductor ETF (SOXX) | 3.25% | 4.15% | 70.11% | - |
 Global Payments (GPN) | 3.02% | 1.82% | 89.66% | - |
 Qualcomm (QCOM) | 2.68% | 1.82% | 89.66% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 2.65% | 3.73% | 59.77% | - |
 Hershey (HSY) | 2.43% | 1.84% | 85.06% | - |
 Nike (NKE) | 2.34% | 2.4% | 77.01% | - |
 PepsiCo (PEP) | 1.36% | 3.47% | 36.78% | - |
 Alphabet (GOOG) | 0.12% | 5.34% | 2.3% | - |
 Deckers (DECK) | 0.1% | 4.17% | 2.3% | - |
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.