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Portfolio Diversification
Range
Most Diversified
33 instruments
May 20, 2025
Least Diversified
0 instruments
November 26, 2024
Average
15.3 instruments
Most Consistent Holdings
Top 5
MSFT63.23%
GOOGL50.24%
UNH49.13%
V49.13%
ADBE49.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 15, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 11.03% | 7.98% | 63.23% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 7.78% | 0% | 25.83% | 11/25/2024 |
 Invesco QQQ (QQQ) | 7.19% | 0% | 24.88% | 11/25/2024 |
 iShares Semiconductor ETF (SOXX) | 5.23% | 0% | 25.83% | 11/25/2024 |
 FedEx (FDX) | 4.64% | 0% | 15.06% | 4/29/2025 |
| Alphabet (GOOGL) | 2.85% | 4.8% | 50.24% | - |
 ASML (ASML) | 2.8% | 5.12% | 49.13% | - |
 PDD Holdings (PDD) | 2.59% | 3.68% | 49.13% | - |
 Vanguard Health Care ETF (VHT) | 2.52% | 0% | 24.88% | 11/25/2024 |
 Uber (UBER) | 2.38% | 4.09% | 49.13% | - |
 Monolithic Power (MPWR) | 2.24% | 0% | 45.01% | 2/10/2026 |
 Wingstop (WING) | 2.08% | 4.62% | 40.25% | - |
 Novo-Nordisk (NVO) | 1.81% | 2.63% | 49.13% | - |
 Domino's (DPZ) | 1.79% | 3.09% | 48.97% | - |
 Fortinet (FTNT) | 1.66% | 3.4% | 49.13% | - |
| Adobe (ADBE) | 1.51% | 3.16% | 49.13% | - |
| Visa (V) | 1.4% | 3% | 49.13% | - |
 eToro Group LTD (ETOR) | 1.4% | 2.8% | 46.43% | - |
 Salesforce (CRM) | 1.33% | 3.91% | 29.16% | - |
 Kinsale (KNSL) | 1.29% | 3.82% | 35.97% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.28% | 0% | 24.88% | 11/25/2024 |
 Zoetis (ZTS) | 1.27% | 3.16% | 37.88% | - |
| UnitedHealth (UNH) | 1.22% | 2.27% | 49.13% | - |
 Amazon (AMZN) | 1.11% | 3.56% | 34.39% | - |
 Chipotle (CMG) | 1.09% | 3.44% | 31.06% | - |
 NVIDIA (NVDA) | 1.04% | 1.54% | 49.13% | - |
 Duolingo (DUOL) | 1.01% | 3.26% | 18.86% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 1.01% | 0% | 13.63% | 11/25/2024 |
 MercadoLibre (MELI) | 0.99% | 2.03% | 35.97% | - |
 Deckers (DECK) | 0.94% | 0% | 33.44% | 12/15/2025 |
 Netflix (NFLX) | 0.89% | 4.8% | 35.97% | - |
 PepsiCo (PEP) | 0.81% | 0% | 9.98% | 7/21/2025 |
 IDEXX (IDXX) | 0.78% | 0% | 32.81% | 11/24/2025 |
 Qualcomm (QCOM) | 0.72% | 0% | 19.97% | 11/7/2025 |
 Evolution (EVO.ST) | 0.71% | 0% | 20.44% | 2/3/2026 |
 Procter & Gamble (PG) | 0.58% | 0% | 19.97% | 9/2/2025 |
 Ishares U.S. Home Constructi (ITB) | 0.55% | 0% | 19.81% | 11/25/2025 |
 PNC (PNC) | 0.53% | 3.11% | 16.32% | - |
 McKesson (MCK) | 0.5% | 0% | 21.39% | 9/11/2025 |
 Mastercard (MA) | 0.46% | 0% | 14.74% | 7/31/2025 |
 UPS (UPS) | 0.43% | 0% | 10.3% | 11/7/2025 |
 Paychex (PAYX) | 0.39% | 0% | 10.3% | 7/3/2025 |
 PulteGroup (PHM) | 0.38% | 0% | 13.15% | 7/21/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.36% | 0% | 11.25% | 9/30/2025 |
 Booking (BKNG) | 0.32% | 0% | 10.3% | 7/3/2025 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.31% | 4.38% | 6.97% | - |
 Apple (AAPL) | 0.29% | 0% | 8.87% | 6/24/2025 |
 ADP (ADP) | 0.28% | 0% | 8.87% | 6/24/2025 |
 Autozone (AZO) | 0.26% | 0% | 8.87% | 6/24/2025 |
 Micron (MU) | 0.26% | 4.66% | 5.23% | - |
 Lam Research (LRCX) | 0.25% | 0% | 10.3% | 7/3/2025 |
 O'Reilly Auto (ORLY) | 0.24% | 0% | 8.87% | 6/24/2025 |
 Grainger (GWW) | 0.23% | 0% | 7.61% | 6/16/2025 |
 Costco (COST) | 0.21% | 0% | 8.87% | 6/24/2025 |
 FICO (FICO) | 0.2% | 0% | 8.87% | 6/24/2025 |
 KLA (KLAC) | 0.2% | 0% | 6.66% | 6/10/2025 |
 Aena (AENA.MC) | 0.17% | 0% | 6.66% | 6/13/2025 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.16% | 0% | 0.16% | 1/30/2025 |
 Pinterest (PINS) | 0.16% | 4.21% | 4.12% | - |
 Immersion (IMMR) | 0.14% | 0% | 4.28% | 7/21/2025 |
 Gartner (IT) | 0.11% | 0% | 2.85% | 7/21/2025 |
 PVH (PVH) | 0.11% | 0% | 1.11% | 6/21/2024 |
 American Express (AXP) | 0.1% | 0% | 0.95% | 6/20/2024 |
 Bank of America (BAC) | 0.1% | 0% | 0.95% | 6/20/2024 |
 Citi (C) | 0.1% | 0% | 0.95% | 6/20/2024 |
 ADM (ADM) | 0.1% | 0% | 0.95% | 6/20/2024 |
 Chevron (CVX) | 0.09% | 0% | 0.95% | 6/20/2024 |
 Meta (META) | 0.08% | 0% | 2.38% | 1/23/2026 |
 Aon (AON) | 0.03% | 3.55% | 0.95% | - |
 Chubb (CB) | 0.01% | 0% | 0.32% | 5/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 5.02% | 7.31% |
| Alphabet (GOOGL) | 3.9% | 6.62% |
| Duolingo (DUOL) | 6.68% | 6.06% |
| Monolithic Power (MPWR) | 4.44% | 5.34% |
| Wingstop (WING) | 6.38% | 5.19% |
| Salesforce (CRM) | 4.61% | 5.01% |
| Uber (UBER) | 5.09% | 4.8% |
| PDD Holdings (PDD) | 4.1% | 4.42% |
| Novo-Nordisk (NVO) | 4.95% | 4.34% |
| Microsoft (MSFT) | 4.04% | 4.06% |
| Chipotle (CMG) | 4.24% | 3.89% |
| Kinsale (KNSL) | 4.25% | 3.74% |
| Visa (V) | 3.57% | 3.59% |
| Zoetis (ZTS) | 3.96% | 3.54% |
| Fortinet (FTNT) | 3.77% | 3.48% |
| Evolution (EVO.ST) | 4.37% | 3.46% |
| Domino's (DPZ) | 3.67% | 3.4% |
| PNC (PNC) | 3.07% | 3.39% |
| Adobe (ADBE) | 3.27% | 3.15% |
| Amazon (AMZN) | 2.99% | 3.09% |
| Netflix (NFLX) | 3.61% | 3.08% |
| eToro Group LTD (ETOR) | 3.71% | 2.54% |
| MercadoLibre (MELI) | 2.9% | 2.47% |
| UnitedHealth (UNH) | 2.04% | 2.17% |
| NVIDIA (NVDA) | 1.35% | 1.74% |
Cash & Instruments Over Time
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