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Portfolio Diversification
Range
Most Diversified
33 instruments
May 20, 2025
Least Diversified
0 instruments
November 26, 2024
Average
14.5 instruments
Most Consistent Holdings
Top 5
MSFT60.34%
GOOGL46.32%
UNH45.13%
V45.13%
ADBE45.13%
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) | 11.3% | 5.41% | 60.34% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8.39% | 0% | 27.86% | 11/25/2024 |
 Invesco QQQ (QQQ) | 7.75% | 0% | 26.84% | 11/25/2024 |
 iShares Semiconductor ETF (SOXX) | 5.64% | 0% | 27.86% | 11/25/2024 |
 FedEx (FDX) | 5.01% | 0% | 16.24% | 4/29/2025 |
 Vanguard Health Care ETF (VHT) | 2.72% | 0% | 26.84% | 11/25/2024 |
| Alphabet (GOOGL) | 2.66% | 5.37% | 46.32% | - |
 ASML (ASML) | 2.58% | 5.5% | 45.13% | - |
 PDD Holdings (PDD) | 2.5% | 3.93% | 45.13% | - |
 Uber (UBER) | 2.24% | 4.73% | 45.13% | - |
 Monolithic Power (MPWR) | 2.23% | 5.89% | 45.13% | - |
 Wingstop (WING) | 1.83% | 5.68% | 35.56% | - |
 Domino's (DPZ) | 1.69% | 3.06% | 44.96% | - |
 Novo-Nordisk (NVO) | 1.68% | 5.01% | 45.13% | - |
 Fortinet (FTNT) | 1.53% | 3.2% | 45.13% | - |
| Adobe (ADBE) | 1.39% | 3.38% | 45.13% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 1.38% | 0% | 26.84% | 11/25/2024 |
 eToro Group LTD (ETOR) | 1.3% | 2.83% | 42.22% | - |
| Visa (V) | 1.27% | 3.22% | 45.13% | - |
| UnitedHealth (UNH) | 1.15% | 2.14% | 45.13% | - |
 Salesforce (CRM) | 1.14% | 4.02% | 23.59% | - |
 Zoetis (ZTS) | 1.11% | 3.31% | 32.99% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 1.09% | 0% | 14.7% | 11/25/2024 |
 Kinsale (KNSL) | 1.09% | 3.74% | 30.94% | - |
 Deckers (DECK) | 1.02% | 0% | 36.07% | 12/15/2025 |
 NVIDIA (NVDA) | 0.99% | 1.62% | 45.13% | - |
 Amazon (AMZN) | 0.94% | 2.99% | 29.23% | - |
 MercadoLibre (MELI) | 0.89% | 2.42% | 30.94% | - |
 Chipotle (CMG) | 0.88% | 3.97% | 25.64% | - |
 PepsiCo (PEP) | 0.87% | 0% | 10.77% | 7/21/2025 |
 IDEXX (IDXX) | 0.84% | 0% | 35.38% | 11/24/2025 |
 Duolingo (DUOL) | 0.79% | 4.96% | 12.48% | - |
 Qualcomm (QCOM) | 0.77% | 0% | 21.54% | 11/7/2025 |
 Evolution (EVO.ST) | 0.7% | 3.12% | 19.83% | - |
 Netflix (NFLX) | 0.64% | 3.48% | 30.94% | - |
 Procter & Gamble (PG) | 0.63% | 0% | 21.54% | 9/2/2025 |
 Ishares U.S. Home Constructi (ITB) | 0.6% | 0% | 21.37% | 11/25/2025 |
 McKesson (MCK) | 0.54% | 0% | 23.08% | 9/11/2025 |
 Mastercard (MA) | 0.49% | 0% | 15.9% | 7/31/2025 |
 UPS (UPS) | 0.46% | 0% | 11.11% | 11/7/2025 |
 Paychex (PAYX) | 0.42% | 0% | 11.11% | 7/3/2025 |
 PulteGroup (PHM) | 0.41% | 0% | 14.19% | 7/21/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.39% | 0% | 12.14% | 9/30/2025 |
 Booking (BKNG) | 0.35% | 0% | 11.11% | 7/3/2025 |
 Apple (AAPL) | 0.31% | 0% | 9.57% | 6/24/2025 |
 ADP (ADP) | 0.31% | 0% | 9.57% | 6/24/2025 |
 PNC (PNC) | 0.31% | 3.44% | 9.74% | - |
 Autozone (AZO) | 0.28% | 0% | 9.57% | 6/24/2025 |
 Lam Research (LRCX) | 0.27% | 0% | 11.11% | 7/3/2025 |
 O'Reilly Auto (ORLY) | 0.26% | 0% | 9.57% | 6/24/2025 |
 Grainger (GWW) | 0.24% | 0% | 8.21% | 6/16/2025 |
 Costco (COST) | 0.22% | 0% | 9.57% | 6/24/2025 |
 FICO (FICO) | 0.21% | 0% | 9.57% | 6/24/2025 |
 KLA (KLAC) | 0.21% | 0% | 7.18% | 6/10/2025 |
 Aena (AENA.MC) | 0.18% | 0% | 7.18% | 6/13/2025 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.17% | 0% | 0.17% | 1/30/2025 |
 Immersion (IMMR) | 0.15% | 0% | 4.62% | 7/21/2025 |
 Gartner (IT) | 0.12% | 0% | 3.08% | 7/21/2025 |
 PVH (PVH) | 0.12% | 0% | 1.2% | 6/21/2024 |
 American Express (AXP) | 0.1% | 0% | 1.03% | 6/20/2024 |
 Bank of America (BAC) | 0.1% | 0% | 1.03% | 6/20/2024 |
 Citi (C) | 0.1% | 0% | 1.03% | 6/20/2024 |
 ADM (ADM) | 0.1% | 0% | 1.03% | 6/20/2024 |
 Chevron (CVX) | 0.1% | 0% | 1.03% | 6/20/2024 |
 Meta (META) | 0.08% | 3.44% | 2.22% | - |
 Chubb (CB) | 0.01% | 0% | 0.34% | 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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