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Portfolio Diversification
Range
Most Diversified
26 instruments
January 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.6 instruments
Most Consistent Holdings
Top 5
MSFT99.8%
KO99.8%
MCD99.8%
GD99.8%
AMZN98.06%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.28% | 4.84% | 88.36% | - |
| General Dynamics (GD) | 4.44% | 4.45% | 99.8% | - |
| Microsoft (MSFT) | 4.28% | 4.51% | 99.8% | - |
 TSMC (TSM) | 4.23% | 5.76% | 76.25% | - |
| Coca-Cola (KO) | 4.22% | 6.11% | 99.8% | - |
 Northrop Grumman (NOC) | 4.21% | 4.9% | 95.52% | - |
| Amazon (AMZN) | 4.1% | 3.93% | 98.06% | - |
 Oracle (ORCL) | 3.86% | 0% | 70.37% | 12/10/2025 |
| McDonald's (MCD) | 3.82% | 4.07% | 99.8% | - |
 Western Digital (WDC) | 3.78% | 4.36% | 86.89% | - |
 Apple (AAPL) | 3.71% | 3.24% | 95.99% | - |
 Cardinal Health (CAH) | 3.61% | 4.87% | 76.25% | - |
 Quest Diagnostics (DGX) | 2.96% | 4.61% | 72.98% | - |
 Ralph Lauren (RL) | 2.84% | 4.54% | 59.93% | - |
 Toyota (TM) | 2.56% | 4.8% | 65.08% | - |
 Meta (META) | 2.44% | 3% | 72.58% | - |
 Reliance Steel (RS) | 2.24% | 0% | 39.73% | 9/15/2023 |
 Marathon Petroleum (MPC) | 1.88% | 0% | 31.1% | 6/29/2023 |
 Fluor (FLR.US) | 1.83% | 0% | 45.48% | 12/16/2025 |
 Motorola (MSI) | 1.81% | 0% | 44.75% | 12/5/2025 |
 Lockheed Martin (LMT) | 1.78% | 3.74% | 49.16% | - |
 Ryanair (RYAAY) | 1.71% | 4.35% | 44.08% | - |
 United Therapeutics (UTHR) | 1.7% | 0% | 37.93% | 9/30/2024 |
 Mosaic (MOS) | 1.69% | 0% | 36.12% | 9/15/2023 |
 Union Pacific (UNP) | 1.65% | 0% | 54.18% | 12/16/2025 |
 Ferrari (RACE) | 1.54% | 2.09% | 40.4% | - |
 C.H. Robinson (CHRW) | 1.48% | 0% | 31.1% | 6/29/2023 |
 Lowe's (LOW) | 1.44% | 0% | 39.73% | 9/15/2023 |
 Gap (GAP) | 1.37% | 0% | 23.95% | 9/10/2024 |
 Johnson & Johnson (JNJ) | 1.19% | 6.05% | 25.35% | - |
 Medtronic (MDT.US) | 1.15% | 0% | 26.82% | 6/29/2023 |
 Comcast (CMCSA) | 0.96% | 0% | 24.68% | 7/8/2024 |
 Bitcoin (BTC) | 0.91% | 0% | 59.4% | 7/8/2024 |
 Biogen (BIIB) | 0.91% | 0% | 25.75% | 5/12/2025 |
 Qualcomm (QCOM) | 0.84% | 0% | 23.55% | 1/10/2023 |
 Lear (LEA) | 0.81% | 0% | 20.4% | 9/15/2023 |
 Cencora (COR) | 0.75% | 0% | 16.19% | 9/15/2023 |
 HP (HPQ) | 0.75% | 0% | 18.8% | 10/31/2022 |
 Cisco (CSCO) | 0.73% | 0% | 19.67% | 7/8/2024 |
 Paramount (PSKY) | 0.73% | 0% | 23.55% | 1/10/2023 |
 Best Buy (BBY) | 0.68% | 0% | 18.6% | 10/31/2022 |
 Garmin (GRMN) | 0.64% | 0% | 23.55% | 1/10/2023 |
 Emerson (EMR) | 0.6% | 0% | 19.33% | 10/31/2022 |
 Lululemon (LULU) | 0.6% | 0% | 23.55% | 1/10/2023 |
 Sandisk Corp/DE (SNDK) | 0.59% | 5.34% | 24.95% | - |
 Booking (BKNG) | 0.58% | 2.5% | 19.8% | - |
 Zoom (ZM) | 0.55% | 0% | 14.11% | 2/26/2024 |
 Tesla (TSLA) | 0.4% | 0% | 15.25% | 2/20/2025 |
 Whirlpool (WHR) | 0.39% | 0% | 10.9% | 2/26/2024 |
 Alphabet (GOOG) | 0.26% | 3.85% | 6.22% | - |
 Honeywell (HON) | 0.24% | 0% | 7.89% | 4/29/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.2% | 0% | 5.02% | 9/15/2023 |
 Autozone (AZO) | 0.18% | 0% | 3.61% | 2/23/2022 |
 Broadcom (AVGO) | 0.16% | 4.05% | 3.88% | - |
 3M (MMM) | 0.11% | 0% | 3.61% | 2/23/2022 |
 Netflix (NFLX) | 0.07% | 0% | 1.61% | 1/9/2026 |
 Helmerich & Payne (HP) | 0.03% | 0% | 0.54% | 1/11/2022 |
 Bigbear.Ai (BBAI) | 0.02% | 0% | 1% | 2/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Western Digital (WDC) | 2.35% | 6.79% |
| Johnson & Johnson (JNJ) | 6.54% | 5.81% |
| TSMC (TSM) | 7.84% | 5.76% |
| NVIDIA (NVDA) | 5.46% | 5.66% |
| Ryanair (RYAAY) | 5.74% | 5.51% |
| Ralph Lauren (RL) | 2.35% | 5.3% |
| Toyota (TM) | 6.1% | 5.25% |
| Cardinal Health (CAH) | 2.75% | 5.13% |
| Amazon (AMZN) | 4.67% | 4.75% |
| Alphabet (GOOG) | 6.36% | 4.53% |
| Quest Diagnostics (DGX) | 5.38% | 4.48% |
| Netflix (NFLX) | 5.88% | 4.26% |
| Coca-Cola (KO) | 4.9% | 4.2% |
| Sandisk Corp/DE (SNDK) | 1.06% | 4.12% |
| Microsoft (MSFT) | 3.83% | 3.99% |
| Apple (AAPL) | 4.55% | 3.82% |
| Northrop Grumman (NOC) | 4% | 3.6% |
| General Dynamics (GD) | 2.78% | 3.24% |
| Meta (META) | 3.14% | 3.13% |
| McDonald's (MCD) | 3.57% | 2.89% |
| Booking (BKNG) | 3.55% | 2.67% |
| Lockheed Martin (LMT) | 3.14% | 2.56% |
| Ferrari (RACE) | 3.92% | 2.46% |
Cash & Instruments Over Time
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