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Portfolio Diversification
Range
Most Diversified
33 instruments
May 20, 2025
Least Diversified
0 instruments
November 26, 2024
Average
17.4 instruments
Most Consistent Holdings
Top 5
MSFT70.87%
GOOGL60.92%
UNH60.07%
V60.07%
NVDA60.07%
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) | 10.78% | 13.28% | 70.87% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 5.96% | 0% | 19.78% | 11/25/2024 |
 Invesco QQQ (QQQ) | 5.5% | 0% | 19.05% | 11/25/2024 |
 iShares Semiconductor ETF (SOXX) | 4% | 0% | 19.78% | 11/25/2024 |
 FedEx (FDX) | 3.55% | 0% | 11.53% | 4/29/2025 |
 ASML (ASML) | 3.53% | 6.32% | 60.07% | - |
| Alphabet (GOOGL) | 3.26% | 4.96% | 60.92% | - |
 PDD Holdings (PDD) | 2.23% | 0% | 44.54% | 5/6/2026 |
| Visa (V) | 2.09% | 5.44% | 60.07% | - |
 Uber (UBER) | 2.09% | 0% | 44.54% | 5/6/2026 |
 Vanguard Health Care ETF (VHT) | 1.93% | 0% | 19.05% | 11/25/2024 |
 Wingstop (WING) | 1.84% | 0% | 37.74% | 5/6/2026 |
| UnitedHealth (UNH) | 1.77% | 2.94% | 60.07% | - |
 Monolithic Power (MPWR) | 1.72% | 0% | 34.47% | 2/10/2026 |
 Zoetis (ZTS) | 1.71% | 3.91% | 51.46% | - |
 Domino's (DPZ) | 1.61% | 0% | 44.42% | 5/6/2026 |
 Novo-Nordisk (NVO) | 1.56% | 0% | 44.54% | 5/6/2026 |
| NVIDIA (NVDA) | 1.5% | 4.06% | 60.07% | - |
 Fortinet (FTNT) | 1.49% | 0% | 44.3% | 5/4/2026 |
 Adobe (ADBE) | 1.34% | 0% | 44.54% | 5/6/2026 |
 eToro Group LTD (ETOR) | 1.28% | 0% | 44.05% | 5/21/2026 |
 Salesforce (CRM) | 1.27% | 0% | 29.25% | 5/6/2026 |
 Berkshire Hathaway (BRK.B) | 1.27% | 7.85% | 15.41% | - |
 Kinsale (KNSL) | 1.22% | 0% | 34.47% | 5/6/2026 |
 Amazon (AMZN) | 1.1% | 0% | 33.25% | 5/6/2026 |
 Mastercard (MA) | 1.07% | 4.96% | 26.82% | - |
 Chipotle (CMG) | 1.05% | 0% | 30.7% | 5/6/2026 |
 Duolingo (DUOL) | 1% | 0% | 22.21% | 5/13/2026 |
 Netflix (NFLX) | 0.99% | 0% | 34.47% | 5/6/2026 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.98% | 0% | 19.05% | 11/25/2024 |
 MercadoLibre (MELI) | 0.89% | 0% | 34.47% | 5/6/2026 |
 Aon (AON) | 0.83% | 3.47% | 23.18% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 0.77% | 0% | 10.44% | 11/25/2024 |
 Deckers (DECK) | 0.72% | 0% | 25.61% | 12/15/2025 |
 Micron (MU) | 0.71% | 0.86% | 26.33% | - |
 Walmart (WMT) | 0.71% | 4.92% | 15.53% | - |
 Costco (COST) | 0.68% | 3.83% | 21.72% | - |
 Eaton (ETN) | 0.64% | 5.28% | 14.68% | - |
 Stryker (SYK) | 0.63% | 4.5% | 14.68% | - |
 PNC (PNC) | 0.62% | 0% | 19.42% | 5/6/2026 |
 PepsiCo (PEP) | 0.62% | 0% | 7.65% | 7/21/2025 |
 Moody's (MCO) | 0.6% | 3.64% | 15.29% | - |
 IDEXX (IDXX) | 0.6% | 0% | 25.12% | 11/24/2025 |
 Qualcomm (QCOM) | 0.55% | 0% | 15.29% | 11/7/2025 |
 Evolution (EVO.ST) | 0.55% | 0% | 15.66% | 2/3/2026 |
 Waste Management (WM) | 0.55% | 3.41% | 15.53% | - |
 WisdomTree Europe Defence UCITS ETF (WDEF.L) | 0.53% | 0% | 12.38% | 5/7/2026 |
 Meta (META) | 0.5% | 4.23% | 15.78% | - |
 Procter & Gamble (PG) | 0.45% | 0% | 15.29% | 9/2/2025 |
 Apple (AAPL) | 0.44% | 0% | 11.41% | 6/16/2026 |
 CNR (CNI) | 0.44% | 2.54% | 15.53% | - |
 Ishares U.S. Home Constructi (ITB) | 0.42% | 0% | 15.17% | 11/25/2025 |
 Pinterest (PINS) | 0.41% | 0% | 12.86% | 6/1/2026 |
 S&P Global (SPGI) | 0.39% | 3.41% | 10.68% | - |
 McKesson (MCK) | 0.38% | 0% | 16.38% | 9/11/2025 |
 Intuit (INTU) | 0.37% | 2.85% | 14.68% | - |
 GE Vernova (GEV) | 0.33% | 2.41% | 12.14% | - |
 UPS (UPS) | 0.33% | 0% | 7.89% | 11/7/2025 |
 Paychex (PAYX) | 0.3% | 0% | 7.89% | 7/3/2025 |
 PulteGroup (PHM) | 0.29% | 0% | 10.07% | 7/21/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.27% | 0% | 8.62% | 9/30/2025 |
 Booking (BKNG) | 0.25% | 0% | 7.89% | 7/3/2025 |
 ADP (ADP) | 0.22% | 0% | 6.8% | 6/24/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.21% | 0% | 3.64% | 6/5/2026 |
 Autozone (AZO) | 0.2% | 0% | 6.8% | 6/24/2025 |
 Lam Research (LRCX) | 0.19% | 0% | 7.89% | 7/3/2025 |
 American Express (AXP) | 0.18% | 0% | 4.98% | 6/12/2026 |
 O'Reilly Auto (ORLY) | 0.18% | 0% | 6.8% | 6/24/2025 |
 JPMorgan (JPM) | 0.17% | 0% | 4.85% | 6/18/2026 |
 Grainger (GWW) | 0.17% | 0% | 5.83% | 6/16/2025 |
 FICO (FICO) | 0.15% | 0% | 6.8% | 6/24/2025 |
 KLA (KLAC) | 0.15% | 0% | 5.1% | 6/10/2025 |
 Chevron (CVX.US) | 0.14% | 0% | 2.43% | 5/22/2026 |
 Waste Connections (WCN) | 0.13% | 0% | 4.73% | 6/18/2026 |
 Caterpillar (CAT) | 0.13% | 0% | 4.49% | 6/15/2026 |
 Aena (AENA.MC) | 0.13% | 0% | 5.1% | 6/13/2025 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 0.12% | 0% | 0.12% | 1/30/2025 |
 Immersion (IMMR) | 0.11% | 0% | 3.28% | 7/21/2025 |
 Gartner (IT) | 0.09% | 0% | 2.18% | 7/21/2025 |
 PVH (PVH) | 0.08% | 0% | 0.85% | 6/21/2024 |
 Bank of America (BAC) | 0.07% | 0% | 0.73% | 6/20/2024 |
 Citi (C) | 0.07% | 0% | 0.73% | 6/20/2024 |
 ADM (ADM) | 0.07% | 0% | 0.73% | 6/20/2024 |
 Coca-Cola (KO) | 0.03% | 0% | 0.73% | 5/12/2026 |
 Danaher (DHR) | 0.02% | 0.49% | 4.37% | - |
 Johnson Controls (JCI) | 0.02% | 0.45% | 4.37% | - |
| 0.02% | 0% | 1.46% | 7/21/2026 | |
 Chubb (CB) | 0.01% | 0% | 0.24% | 5/1/2025 |
 Broadcom (AVGO) | 0.01% | 0% | 0.24% | 6/18/2026 |
 Oracle (ORCL) | 0.01% | 0% | 0.24% | 5/8/2026 |
 Palantir (PLTR) | 0.01% | 0% | 0.61% | 5/11/2026 |
 Interactive Brokers Group (IBKR) | 0% | 0% | 0.73% | 5/13/2026 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.73% | 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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