Portfolio Diversification
Range
Most Diversified
26 instruments
January 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.4 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
KO99.91%
MCD99.91%
GD99.91%
AMZN97.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.4% | 5.05% | 85.32% | - |
| General Dynamics (GD) | 4.7% | 4.04% | 99.91% | - |
| Microsoft (MSFT) | 4.31% | 4.27% | 99.91% | - |
 Northrop Grumman (NOC) | 4.3% | 4.58% | 94.45% | - |
| Coca-Cola (KO) | 4.23% | 5.25% | 99.91% | - |
| Amazon (AMZN) | 4.01% | 4.6% | 97.7% | - |
| McDonald's (MCD) | 4% | 3.98% | 99.91% | - |
 Apple (AAPL) | 3.86% | 3.43% | 95.22% | - |
 TSMC (TSM) | 3.81% | 4.89% | 69.88% | - |
 Oracle (ORCL) | 3.68% | 4.92% | 69.88% | - |
 Western Digital (WDC) | 3.41% | 2.41% | 83.45% | - |
 Cardinal Health (CAH) | 3.29% | 5.11% | 69.88% | - |
 Reliance Steel (RS) | 2.86% | 0% | 50.68% | 9/15/2023 |
 Quest Diagnostics (DGX) | 2.51% | 5.26% | 65.7% | - |
 Marathon Petroleum (MPC) | 2.4% | 0% | 39.68% | 6/29/2023 |
 Ralph Lauren (RL) | 2.23% | 4.7% | 49.23% | - |
 Toyota (TM) | 2.2% | 3.47% | 55.63% | - |
 United Therapeutics (UTHR) | 2.17% | 0% | 48.38% | 9/30/2024 |
 Mosaic (MOS) | 2.15% | 0% | 46.08% | 9/15/2023 |
 Meta (META) | 2.12% | 3.62% | 65.36% | - |
 C.H. Robinson (CHRW) | 1.89% | 0% | 39.68% | 6/29/2023 |
 Lowe's (LOW) | 1.84% | 0% | 50.68% | 9/15/2023 |
 Gap (GAP) | 1.74% | 0% | 30.55% | 9/10/2024 |
 Motorola (MSI) | 1.67% | 4.08% | 37.63% | - |
 Fluor (FLR.US) | 1.63% | 3.46% | 37.63% | - |
 Union Pacific (UNP) | 1.62% | 3.01% | 48.72% | - |
 Medtronic (MDT.US) | 1.46% | 0% | 34.22% | 6/29/2023 |
 Lockheed Martin (LMT) | 1.46% | 3.74% | 35.32% | - |
 Comcast (CMCSA) | 1.23% | 0% | 31.48% | 7/8/2024 |
 Bitcoin (BTC) | 1.16% | 0% | 75.77% | 7/8/2024 |
 Biogen (BIIB) | 1.11% | 2.66% | 30.89% | - |
 Ferrari (RACE) | 1.08% | 4.46% | 24.15% | - |
 Qualcomm (QCOM) | 1.07% | 0% | 30.03% | 1/10/2023 |
 Lear (LEA) | 1.03% | 0% | 26.02% | 9/15/2023 |
 Ryanair (RYAAY) | 0.99% | 3.48% | 28.84% | - |
 Cencora (COR) | 0.96% | 0% | 20.65% | 9/15/2023 |
 HP (HPQ) | 0.96% | 0% | 23.98% | 10/31/2022 |
 Cisco (CSCO) | 0.93% | 0% | 25.09% | 7/8/2024 |
 Paramount (PARA) | 0.93% | 0% | 30.03% | 1/10/2023 |
 Best Buy (BBY) | 0.87% | 0% | 23.72% | 10/31/2022 |
 Garmin (GRMN) | 0.82% | 0% | 30.03% | 1/10/2023 |
 Emerson (EMR) | 0.77% | 0% | 24.66% | 10/31/2022 |
 Lululemon (LULU) | 0.77% | 0% | 30.03% | 1/10/2023 |
 Zoom (ZM) | 0.7% | 0% | 18% | 2/26/2024 |
 Tesla (TSLA) | 0.51% | 0% | 19.45% | 2/20/2025 |
 Whirlpool (WHR) | 0.5% | 0% | 13.91% | 2/26/2024 |
 Honeywell (HON) | 0.31% | 0% | 10.07% | 4/29/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.26% | 0% | 6.4% | 9/15/2023 |
 Johnson & Johnson (JNJ) | 0.23% | 4.8% | 4.95% | - |
 Autozone (AZO) | 0.22% | 0% | 4.61% | 2/23/2022 |
 3M (MMM) | 0.14% | 0% | 4.61% | 2/23/2022 |
 Sandisk Corp/DE (SNDK) | 0.04% | 0.69% | 4.44% | - |
 Helmerich & Payne (HP) | 0.04% | 0% | 0.68% | 1/11/2022 |
 Bigbear.Ai (BBAI) | 0.02% | 0% | 1.28% | 2/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.34% | 6.36% |
| TSMC (TSM) | 2.94% | 6.05% |
| Oracle (ORCL) | 3.43% | 5.41% |
| Ralph Lauren (RL) | 2.94% | 5% |
| Amazon (AMZN) | 3.92% | 4.96% |
| Fluor (FLR.US) | 5.62% | 4.78% |
| Microsoft (MSFT) | 4.27% | 4.65% |
| Cardinal Health (CAH) | 3.43% | 4.27% |
| Motorola (MSI) | 4.89% | 4.26% |
| Apple (AAPL) | 4.45% | 4.14% |
| Ferrari (RACE) | 4.89% | 4.08% |
| Meta (META) | 3.92% | 4.01% |
| Northrop Grumman (NOC) | 4.26% | 3.77% |
| Western Digital (WDC) | 3.43% | 3.74% |
| Lockheed Martin (LMT) | 3.92% | 3.72% |
| General Dynamics (GD) | 3.47% | 3.66% |
| Tesla (TSLA) | 4.9% | 3.66% |
| Toyota (TM) | 3.63% | 3.64% |
| Quest Diagnostics (DGX) | 3.8% | 3.52% |
| McDonald's (MCD) | 3.92% | 3.52% |
| Coca-Cola (KO) | 3.43% | 3.36% |
| Biogen (BIIB) | 4.89% | 3.26% |
| Ryanair (RYAAY) | 4.4% | 3.16% |
| Union Pacific (UNP) | 3.87% | 2.96% |