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Portfolio Diversification
Range
Most Diversified
25 instruments
August 21, 2025
Least Diversified
0 instruments
March 13, 2025
Average
19.7 instruments
Most Consistent Holdings
Top 5
NVO97.62%
ADBE96.94%
GPN96.94%
NKE95.07%
DECK84.01%
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) | 6.72% | 14.61% | 77.55% | - |
 Vanguard Real Estate ETF (VNQ) | 5.88% | 7.29% | 67.52% | - |
 Alphabet (GOOGL) | 5.32% | 2.69% | 83.16% | - |
 NVIDIA (NVDA) | 4.68% | 2.97% | 60.37% | - |
| Adobe (ADBE) | 4.54% | 4.29% | 96.94% | - |
 Netflix (NFLX) | 4.02% | 7.15% | 52.55% | - |
 Amazon (AMZN) | 3.74% | 0% | 60.2% | 6/8/2026 |
 Ferrari (RACE) | 3.54% | 7.27% | 47.62% | - |
 Chevron (CVX.US) | 3.51% | 9.59% | 37.93% | - |
 State Street Technology Select Sector SPDR ETF (XLK) | 3.38% | 5.86% | 51.36% | - |
 Merck (MRK) | 3.31% | 0% | 60.54% | 3/5/2026 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 3.02% | 0% | 39.63% | 11/6/2025 |
| Deckers (DECK) | 2.59% | 1.38% | 84.01% | - |
 PepsiCo (PEP) | 2.42% | 0% | 61.05% | 5/12/2026 |
 Comcast (CMCSA) | 2.41% | 2.8% | 67.52% | - |
 UnitedHealth (UNH) | 2.2% | 0% | 37.41% | 1/26/2026 |
 BYD (01211.HK) | 2.05% | 2.99% | 47.45% | - |
 Disney (DIS) | 1.88% | 1.75% | 80.78% | - |
 Vanguard Information Technology (VGT) | 1.88% | 0% | 27.55% | 9/2/2025 |
 Meta (META) | 1.79% | 8.02% | 25.51% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 1.74% | 0% | 54.93% | 3/6/2026 |
 Mastercard (MA) | 1.59% | 4.97% | 34.86% | - |
| Nike (NKE) | 1.52% | 0.59% | 95.07% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.48% | 0% | 26.19% | 1/20/2026 |
| Global Payments (GPN) | 1.39% | 0.83% | 96.94% | - |
| Novo-Nordisk (NVO) | 1.24% | 0.41% | 97.62% | - |
 Visa (V) | 1.13% | 3.21% | 35.2% | - |
 iShares Semiconductor ETF (SOXX) | 1.04% | 0% | 25.17% | 9/2/2025 |
 Bitcoin (BTC) | 0.91% | 1.18% | 60.71% | - |
 Alphabet (GOOG) | 0.9% | 0% | 18.88% | 9/24/2025 |
 Crocs (CROX) | 0.84% | 0% | 31.12% | 9/12/2025 |
 MercadoLibre (MELI) | 0.75% | 2.37% | 28.91% | - |
 Lululemon (LULU) | 0.72% | 0% | 12.76% | 1/28/2026 |
 Qualcomm (QCOM) | 0.69% | 0% | 32.65% | 9/29/2025 |
 Hershey (HSY) | 0.62% | 0% | 28.74% | 9/10/2025 |
 Park Hotels (PK) | 0.62% | 1.31% | 48.98% | - |
 Johnson & Johnson (JNJ) | 0.59% | 0% | 12.07% | 9/10/2025 |
 CVS Health (CVS) | 0.54% | 0% | 14.12% | 12/3/2025 |
 Eli Lilly (LLY) | 0.48% | 0% | 18.2% | 12/4/2025 |
 Apple (AAPL) | 0.29% | 0% | 4.76% | 10/10/2025 |
 Colgate (CL) | 0.22% | 0% | 10.88% | 3/11/2026 |
 Tesla (TSLA) | 0.14% | 1.55% | 3.23% | - |
 Western Digital (WDC) | 0.12% | 0% | 6.63% | 11/19/2025 |
 Intel (INTC) | 0.1% | 0% | 7.14% | 10/1/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.03% | 0% | 1.02% | 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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