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Portfolio Diversification
Range
Most Diversified
25 instruments
February 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
23.3 instruments
Most Consistent Holdings
Top 5
CAH99.31%
DGX99.31%
MSFT99.31%
KO99.31%
GD99.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 6.82% | 5.15% | 99.22% | - |
 TSMC (TSM) | 5.73% | 5.69% | 99.12% | - |
 Ralph Lauren (RL) | 4.75% | 4.07% | 99.22% | - |
 Western Digital (WDC) | 4.7% | 0% | 97.55% | 10/2/2026 |
 Amazon (AMZN) | 4.53% | 5.82% | 99.31% | - |
| Cardinal Health (CAH) | 4.53% | 2.83% | 99.31% | - |
| Microsoft (MSFT) | 4.48% | 5.85% | 99.31% | - |
| Coca-Cola (KO) | 4.4% | 6.11% | 99.31% | - |
| Quest Diagnostics (DGX) | 4.22% | 4.94% | 99.31% | - |
| General Dynamics (GD) | 4.03% | 4.28% | 99.31% | - |
 Oracle (ORCL) | 3.89% | 0% | 69.25% | 12/10/2025 |
 Toyota (TM) | 3.76% | 3.59% | 99.31% | - |
 Northrop Grumman (NOC) | 3.67% | 0% | 94.81% | 9/2/2026 |
 Meta (META) | 3.5% | 5.23% | 93.73% | - |
 Apple (AAPL) | 3.48% | 5.13% | 93.93% | - |
 McDonald's (MCD) | 3.46% | 4.22% | 99.31% | - |
 Ryanair (RYAAY) | 3.36% | 3.5% | 86.29% | - |
 Lockheed Martin (LMT) | 3.16% | 0% | 90.99% | 9/22/2026 |
 Johnson & Johnson (JNJ) | 2.95% | 5.05% | 58.77% | - |
 Ferrari (RACE) | 2.75% | 3.18% | 80.9% | - |
 Sandisk Corp/DE (SNDK) | 1.89% | 0% | 52.99% | 10/9/2026 |
 Fluor (FLR.US) | 1.68% | 0% | 43.19% | 12/16/2025 |
 Motorola (MSI) | 1.55% | 0% | 42.12% | 12/5/2025 |
 Gap (GAP) | 1.4% | 0% | 24.68% | 9/10/2024 |
 Alphabet (GOOG) | 1.34% | 5.41% | 30.56% | - |
 Union Pacific (UNP) | 1.23% | 0% | 45.15% | 12/16/2025 |
 United Therapeutics (UTHR) | 1.05% | 0% | 21.06% | 9/30/2024 |
 Booking (BKNG) | 1.01% | 0% | 35.55% | 5/12/2026 |
 Biogen (BIIB) | 0.89% | 0% | 27.42% | 5/12/2025 |
 Broadcom (AVGO) | 0.86% | 0% | 21.16% | 8/18/2026 |
 Cisco (CSCO) | 0.65% | 0% | 18.41% | 7/8/2024 |
 Comcast (CMCSA) | 0.65% | 0% | 18.41% | 7/8/2024 |
 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) | 0.58% | 7.83% | 17.14% | - |
 Visa (V) | 0.56% | 5.06% | 14.69% | - |
 Bitcoin (BTC) | 0.52% | 0% | 18.41% | 7/8/2024 |
 Tesla (TSLA) | 0.34% | 0% | 12.05% | 2/20/2025 |
 Zoom (ZM) | 0.2% | 0% | 5.58% | 2/26/2024 |
 Whirlpool (WHR) | 0.18% | 0% | 5.58% | 2/26/2024 |
 Gartner (IT) | 0.13% | 2.75% | 4.51% | - |
 Netflix (NFLX) | 0.1% | 0% | 2.35% | 1/9/2026 |
 Illumina (ILMN) | 0.08% | 4.54% | 1.76% | - |
 Cigna (CI) | 0.08% | 0% | 2.64% | 10/1/2026 |
 Bigbear.Ai (BBAI) | 0.02% | 0% | 1.47% | 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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