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Portfolio Diversification
Range
Most Diversified
33 instruments
May 20, 2025
Least Diversified
0 instruments
November 26, 2024
Average
17 instruments
Most Consistent Holdings
Top 5
MSFT69.24%
GOOGL58.69%
UNH57.79%
V57.79%
NVDA57.79%
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) | 10.65% | 12.99% | 69.24% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 6.32% | 0% | 20.98% | 11/25/2024 |
 Invesco QQQ (QQQ) | 5.84% | 0% | 20.21% | 11/25/2024 |
 iShares Semiconductor ETF (SOXX) | 4.24% | 0% | 20.98% | 11/25/2024 |
 FedEx (FDX) | 3.77% | 0% | 12.23% | 4/29/2025 |
 ASML (ASML) | 3.35% | 6.6% | 57.79% | - |
| Alphabet (GOOGL) | 3.18% | 4.24% | 58.69% | - |
 PDD Holdings (PDD) | 2.36% | 0% | 47.23% | 5/6/2026 |
 Uber (UBER) | 2.22% | 0% | 47.23% | 5/6/2026 |
 Vanguard Health Care ETF (VHT) | 2.05% | 0% | 20.21% | 11/25/2024 |
 Wingstop (WING) | 1.95% | 0% | 40.03% | 5/6/2026 |
| Visa (V) | 1.9% | 5.55% | 57.79% | - |
 Monolithic Power (MPWR) | 1.82% | 0% | 36.55% | 2/10/2026 |
 Domino's (DPZ) | 1.71% | 0% | 47.1% | 5/6/2026 |
| UnitedHealth (UNH) | 1.69% | 3.35% | 57.79% | - |
 Novo-Nordisk (NVO) | 1.66% | 0% | 47.23% | 5/6/2026 |
 Zoetis (ZTS) | 1.61% | 3.67% | 48.65% | - |
 Fortinet (FTNT) | 1.58% | 0% | 46.98% | 5/4/2026 |
 Adobe (ADBE) | 1.42% | 0% | 47.23% | 5/6/2026 |
 eToro Group LTD (ETOR) | 1.36% | 0% | 46.72% | 5/21/2026 |
 Salesforce (CRM) | 1.35% | 0% | 31.02% | 5/6/2026 |
| NVIDIA (NVDA) | 1.35% | 3.92% | 57.79% | - |
 Kinsale (KNSL) | 1.29% | 0% | 36.55% | 5/6/2026 |
 Amazon (AMZN) | 1.17% | 0% | 35.26% | 5/6/2026 |
 Chipotle (CMG) | 1.11% | 0% | 32.56% | 5/6/2026 |
 Duolingo (DUOL) | 1.06% | 0% | 23.55% | 5/13/2026 |
 Netflix (NFLX) | 1.05% | 0% | 36.55% | 5/6/2026 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.04% | 0% | 20.21% | 11/25/2024 |
 MercadoLibre (MELI) | 0.95% | 0% | 36.55% | 5/6/2026 |
 Berkshire Hathaway (BRK.B) | 0.89% | 8% | 10.42% | - |
 Mastercard (MA) | 0.83% | 5.2% | 22.52% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 0.82% | 0% | 11.07% | 11/25/2024 |
 Deckers (DECK) | 0.77% | 0% | 27.16% | 12/15/2025 |
 Micron (MU) | 0.7% | 0.78% | 22.01% | - |
 Aon (AON) | 0.69% | 3.45% | 18.66% | - |
 PNC (PNC) | 0.66% | 0% | 20.59% | 5/6/2026 |
 PepsiCo (PEP) | 0.65% | 0% | 8.11% | 7/21/2025 |
 IDEXX (IDXX) | 0.63% | 0% | 26.64% | 11/24/2025 |
 Qualcomm (QCOM) | 0.58% | 0% | 16.22% | 11/7/2025 |
 Evolution (EVO.ST) | 0.58% | 0% | 16.6% | 2/3/2026 |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.56% | 0% | 13.13% | 5/7/2026 |
 Costco (COST) | 0.49% | 4.22% | 17.12% | - |
 Walmart (WMT) | 0.47% | 4.43% | 10.55% | - |
 Procter & Gamble (PG) | 0.47% | 0% | 16.22% | 9/2/2025 |
 Apple (AAPL) | 0.47% | 0% | 12.1% | 6/16/2026 |
 Ishares U.S. Home Constructi (ITB) | 0.45% | 0% | 16.09% | 11/25/2025 |
 Pinterest (PINS) | 0.43% | 0% | 13.64% | 6/1/2026 |
 Moody's (MCO) | 0.41% | 3.88% | 10.3% | - |
 McKesson (MCK) | 0.4% | 0% | 17.37% | 9/11/2025 |
 Stryker (SYK) | 0.38% | 5.32% | 9.65% | - |
 Waste Management (WM) | 0.37% | 3.73% | 10.55% | - |
 Eaton (ETN) | 0.35% | 5.66% | 9.65% | - |
 UPS (UPS) | 0.35% | 0% | 8.37% | 11/7/2025 |
 Meta (META) | 0.33% | 3.08% | 10.81% | - |
 Paychex (PAYX) | 0.32% | 0% | 8.37% | 7/3/2025 |
 PulteGroup (PHM) | 0.31% | 0% | 10.68% | 7/21/2025 |
 CNR (CNI) | 0.3% | 2.8% | 10.55% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.29% | 0% | 9.14% | 9/30/2025 |
 Booking (BKNG) | 0.26% | 0% | 8.37% | 7/3/2025 |
 ADP (ADP) | 0.23% | 0% | 7.21% | 6/24/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.22% | 0% | 3.86% | 6/5/2026 |
 Intuit (INTU) | 0.22% | 2.9% | 9.65% | - |
 Autozone (AZO) | 0.21% | 0% | 7.21% | 6/24/2025 |
 S&P Global (SPGI) | 0.21% | 3.55% | 5.41% | - |
 GE Vernova (GEV) | 0.21% | 2.64% | 6.95% | - |
 Lam Research (LRCX) | 0.2% | 0% | 8.37% | 7/3/2025 |
 American Express (AXP) | 0.2% | 0% | 5.28% | 6/12/2026 |
 O'Reilly Auto (ORLY) | 0.2% | 0% | 7.21% | 6/24/2025 |
 JPMorgan (JPM) | 0.18% | 0% | 5.15% | 6/18/2026 |
 Grainger (GWW) | 0.18% | 0% | 6.18% | 6/16/2025 |
 FICO (FICO) | 0.16% | 0% | 7.21% | 6/24/2025 |
 KLA (KLAC) | 0.16% | 0% | 5.41% | 6/10/2025 |
 Chevron (CVX.US) | 0.15% | 0% | 2.57% | 5/22/2026 |
 Waste Connections (WCN) | 0.14% | 0% | 5.02% | 6/18/2026 |
 Caterpillar (CAT) | 0.14% | 0% | 4.76% | 6/15/2026 |
 Aena (AENA.MC) | 0.14% | 0% | 5.41% | 6/13/2025 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0.13% | 0% | 0.13% | 1/30/2025 |
 Immersion (IMMR) | 0.12% | 0% | 3.47% | 7/21/2025 |
 Gartner (IT) | 0.09% | 0% | 2.32% | 7/21/2025 |
 PVH (PVH) | 0.09% | 0% | 0.9% | 6/21/2024 |
 Bank of America (BAC) | 0.08% | 0% | 0.77% | 6/20/2024 |
 Citi (C) | 0.08% | 0% | 0.77% | 6/20/2024 |
 ADM (ADM) | 0.08% | 0% | 0.77% | 6/20/2024 |
 Coca-Cola (KO) | 0.03% | 0% | 0.77% | 5/12/2026 |
| 0.02% | 0% | 1.54% | 7/21/2026 | |
 Chubb (CB) | 0.01% | 0% | 0.26% | 5/1/2025 |
 Broadcom (AVGO) | 0.01% | 0% | 0.26% | 6/18/2026 |
 Oracle (ORCL) | 0.01% | 0% | 0.26% | 5/8/2026 |
 Palantir (PLTR) | 0.01% | 0% | 0.64% | 5/11/2026 |
 Interactive Brokers Group (IBKR) | 0% | 0% | 0.77% | 5/13/2026 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.77% | 7/8/2026 |
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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