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Portfolio Diversification
Range
Most Diversified
26 instruments
October 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
24.2 instruments
Most Consistent Holdings
Top 5
GOOG99.5%
NKE99.5%
V99.5%
DHI99.5%
ADM.L99.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Mastercard (MA) | 7.72% | 9.02% | 99.43% | - |
| Visa (V) | 7.72% | 9.42% | 99.5% | - |
| D.R. Horton (DHI) | 6.15% | 6% | 99.5% | - |
 Apple (AAPL) | 5.97% | 7.24% | 99.43% | - |
| Alphabet (GOOG) | 5.87% | 8.81% | 99.5% | - |
 Monster Beverage (MNST) | 5.17% | 5.43% | 99.5% | - |
 Domino's (DPZ) | 4.98% | 2.48% | 99.43% | - |
 Ashtead (SUNB.L) | 4.66% | 4.76% | 99.5% | - |
 MSCI (MSCI) | 4.38% | 8.01% | 62.11% | - |
 Copart (CPRT) | 3.98% | 0% | 76.36% | 5/28/2025 |
| Admiral (ADM.L) | 3.47% | 2.77% | 99.5% | - |
 LVMH (MC.PA) | 3.26% | 2.56% | 84.87% | - |
 Euronext (ENX.PA) | 3.21% | 3.17% | 99.5% | - |
 Alphabet (GOOGL) | 2.96% | 9.47% | 59.58% | - |
 Verisign (VRSN) | 2.48% | 2.41% | 99.37% | - |
 Lockheed Martin (LMT) | 2.45% | 1.7% | 99.43% | - |
 Evolution (EVO.ST) | 2.37% | 2.69% | 60.03% | - |
 TEGNA (TGNA) | 2.16% | 0% | 85.56% | 3/23/2026 |
| Nike (NKE) | 2% | 0.56% | 99.5% | - |
 Adidas (ADS.DE) | 1.83% | 1.04% | 97.48% | - |
 T. Rowe Price (TROW) | 1.82% | 1.09% | 99.43% | - |
 Vanguard Small-Cap ETF (VB) | 1.75% | 1.49% | 99.43% | - |
 Kindred (KINDSDB.ST) | 1.65% | 0% | 63.68% | 11/7/2024 |
 NVIDIA (NVDA) | 1.45% | 0% | 28.31% | 4/20/2023 |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.39% | 1.28% | 99.43% | - |
 Medifast (MED.US) | 1.18% | 0% | 51.7% | 4/30/2024 |
 Estee Lauder (EL) | 1.01% | 0.43% | 87.39% | - |
 Booking (BKNG) | 0.63% | 2.6% | 19.23% | - |
 Meta (META) | 0.5% | 0% | 18.22% | 10/31/2022 |
 Swedish Match AB (SWMA.ST) | 0.38% | 0% | 10.09% | 6/28/2022 |
 Hiscox (HSX.L) | 0.18% | 4.37% | 4.79% | - |
 Zynga (ZNGA) | 0.14% | 0% | 5.61% | 5/24/2022 |
 Humacyte (HUMA) | 0.09% | 0.47% | 18.6% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Mastercard (MA) | 10.14% | 10.83% |
| Visa (V) | 9.62% | 10.55% |
| Alphabet (GOOGL) | 4.76% | 8.31% |
| Alphabet (GOOG) | 2.91% | 7.82% |
| MSCI (MSCI) | 8.17% | 7.71% |
| Apple (AAPL) | 4.11% | 6.61% |
| D.R. Horton (DHI) | 5.45% | 6.13% |
| Monster Beverage (MNST) | 3.38% | 4.81% |
| Ashtead (SUNB.L) | 3.61% | 4.18% |
| LVMH (MC.PA) | 5.68% | 3.68% |
| Booking (BKNG) | 4.58% | 3.47% |
| Domino's (DPZ) | 4.14% | 3.4% |
| Euronext (ENX.PA) | 2.81% | 2.96% |
| Admiral (ADM.L) | 3.29% | 2.76% |
| Evolution (EVO.ST) | 6.73% | 2.36% |
| Verisign (VRSN) | 2.15% | 2.05% |
| TEGNA (TGNA) | 2.64% | 1.92% |
| Lockheed Martin (LMT) | 1.5% | 1.62% |
| Vanguard Small-Cap ETF (VB) | 1.38% | 1.38% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 1.38% | 1.13% |
| Adidas (ADS.DE) | 2.05% | 1.12% |
| T. Rowe Price (TROW) | 2.28% | 1.09% |
| Nike (NKE) | 2.25% | 0.86% |
| Estee Lauder (EL) | 1.65% | 0.56% |
| Humacyte (HUMA) | 1.16% | 0.35% |
Cash & Instruments Over Time
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