Portfolio Diversification
Range
Most Diversified
26 instruments
October 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
24.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MA99.91%
NKE99.91%
V99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Visa (V) | 6.55% | 0% | 99.91% | 2/1/2025 |
| Mastercard (MA) | 6.46% | 0% | 99.91% | 2/1/2025 |
 D.R. Horton (DHI) | 6.03% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 5.86% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 5.63% | 0% | 99.91% | 2/1/2025 |
 Domino's (DPZ) | 5.57% | 0% | 99.91% | 2/1/2025 |
 Monster Beverage (MNST) | 5.48% | 0% | 99.91% | 2/1/2025 |
 Copart (CPRT) | 5.23% | 0% | 99.91% | 2/1/2025 |
 Ashtead (AHT.L) | 4.92% | 0% | 99.91% | 2/1/2025 |
 Admiral (ADM.L) | 3.72% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 3.29% | 0% | 78.76% | 2/1/2025 |
 Euronext (ENX.PA) | 3.18% | 0% | 99.91% | 2/1/2025 |
 MSCI (MSCI) | 2.77% | 0% | 45.85% | 2/1/2025 |
 Lockheed Martin (LMT) | 2.75% | 0% | 99.91% | 2/1/2025 |
 Verisign (VRSN) | 2.56% | 0% | 99.91% | 2/1/2025 |
| Nike (NKE) | 2.49% | 0% | 99.91% | 2/1/2025 |
 Kindred (KINDSDB.ST) | 2.39% | 0% | 92.07% | 11/7/2024 |
 TEGNA (TGNA) | 2.37% | 0% | 86.14% | 2/1/2025 |
 T. Rowe Price (TROW) | 2.13% | 0% | 99.91% | 2/1/2025 |
 Evolution (EVO.ST) | 2.1% | 0% | 42.84% | 2/1/2025 |
 NVIDIA (NVDA) | 2.09% | 0% | 40.93% | 4/20/2023 |
 Adidas (ADS.DE) | 2.08% | 0% | 97.08% | 2/1/2025 |
 Vanguard Small-Cap ETF (VB) | 1.9% | 0% | 99.91% | 2/1/2025 |
 Medifast (MED.US) | 1.71% | 0% | 74.75% | 4/30/2024 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.49% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOGL) | 1.35% | 0% | 42.21% | 2/1/2025 |
 Estee Lauder (EL) | 1.26% | 0% | 82.41% | 2/1/2025 |
 Meta (META) | 0.72% | 0% | 26.34% | 10/31/2022 |
 Swedish Match AB (SWMA.ST) | 0.55% | 0% | 14.59% | 6/28/2022 |
 Zynga (ZNGA) | 0.2% | 0% | 8.11% | 5/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Mastercard (MA) | 9.29% | 10.36% |
| MSCI (MSCI) | 8.94% | 9.48% |
| Visa (V) | 8.26% | 9.42% |
| Apple (AAPL) | 4.5% | 7.16% |
| D.R. Horton (DHI) | 5.97% | 6.99% |
| Alphabet (GOOG) | 3.19% | 5.57% |
| Copart (CPRT) | 3.15% | 5.04% |
| Evolution (EVO.ST) | 7.37% | 4.46% |
| LVMH (MC.PA) | 6.21% | 4.41% |
| Alphabet (GOOGL) | 3.65% | 4.37% |
| Domino's (DPZ) | 4.53% | 4.02% |
| Monster Beverage (MNST) | 3.7% | 3.88% |
| Ashtead (AHT.L) | 2.83% | 3.55% |
| Euronext (ENX.PA) | 3.08% | 2.89% |
| Admiral (ADM.L) | 3.6% | 2.72% |
| TEGNA (TGNA) | 2.88% | 2.13% |
| Verisign (VRSN) | 2.35% | 2.06% |
| Lockheed Martin (LMT) | 1.65% | 1.92% |
| Adidas (ADS.DE) | 2.25% | 1.87% |
| Vanguard Small-Cap ETF (VB) | 1.51% | 1.51% |
| T. Rowe Price (TROW) | 2.49% | 1.42% |
| Nike (NKE) | 2.47% | 1.2% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 1.51% | 1.03% |
| Estee Lauder (EL) | 1.8% | 0.47% |