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Portfolio Diversification
Range
Most Diversified
18 instruments
December 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.1 instruments
Most Consistent Holdings
Top 5
MSFT99.19%
AMZN99.19%
LRCX99.19%
BTC87.22%
AAPL78.11%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 12.09% | 20.04% | 99.19% | - |
| Lam Research (LRCX) | 8.92% | 9.14% | 99.19% | - |
| Amazon (AMZN) | 8.18% | 8.64% | 99.19% | - |
 Alphabet (GOOG) | 7.42% | 11.24% | 74.51% | - |
 Old Dominion (ODFL) | 6.12% | 0% | 76.48% | 5/29/2026 |
| Apple (AAPL) | 5.57% | 0% | 78.11% | 10/10/2025 |
 Pool Corp. (POOL) | 5.31% | 0% | 53.6% | 3/7/2025 |
 Texas Pacific (TPL) | 4.74% | 0% | 28.22% | 10/31/2024 |
 ASML (ASML) | 4.55% | 10.84% | 33.68% | - |
 MSCI (MSCI) | 3.53% | 0% | 51.39% | 1/22/2025 |
 Sartorius (SRT.DE) | 3.31% | 0% | 38.1% | 4/15/2025 |
 Charter (CHTR) | 3.19% | 0% | 67.77% | 4/15/2025 |
| Bitcoin (BTC) | 3.02% | 10.34% | 87.22% | - |
 Novo-Nordisk (NVO) | 2.84% | 5.54% | 36.18% | - |
 Deckers (DECK) | 2.83% | 5.9% | 31.42% | - |
 UnitedHealth (UNH) | 2.23% | 0% | 31.3% | 7/19/2023 |
 Teleperformance (TEP.PA) | 2.12% | 0% | 52.73% | 4/15/2025 |
 NVR (NVR) | 1.63% | 3.96% | 27.7% | - |
 Copart (CPRT) | 1.37% | 6.13% | 21.08% | - |
 Meta (META) | 1.23% | 0% | 29.62% | 6/20/2023 |
 Thermo Fisher (TMO) | 1.21% | 0% | 21.25% | 2/21/2023 |
 Kinsale (KNSL) | 1.12% | 0% | 13.24% | 6/18/2025 |
 Chemed (CHE) | 0.91% | 0% | 11.09% | 7/11/2022 |
 Nexstar (NXST) | 0.84% | 0% | 11.9% | 7/25/2022 |
 Alibaba (BABA) | 0.81% | 0% | 22.82% | 2/21/2023 |
 Monster Beverage (MNST) | 0.8% | 0% | 10.28% | 6/27/2022 |
 Autozone (AZO) | 0.66% | 8.22% | 8.19% | - |
 Johnson Outdoors (JOUT) | 0.64% | 0% | 22.82% | 2/21/2023 |
 CGI (GIB) | 0.59% | 0% | 11.61% | 7/20/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.56% | 0% | 35.08% | 5/14/2025 |
 Tencent (0700.HK) | 0.38% | 0% | 22.76% | 2/20/2023 |
 Molina (MOH) | 0.26% | 0% | 3.66% | 9/16/2022 |
 AGCO (AGCO) | 0.07% | 0% | 2.38% | 2/10/2022 |
 Nike (NKE) | 0.01% | 0% | 0.46% | 7/20/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.06% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lam Research (LRCX) | 6.76% | 14.97% |
| ASML (ASML) | 12.95% | 14.67% |
| Deckers (DECK) | 13.79% | 10.2% |
| Alphabet (GOOG) | 7.04% | 9.74% |
| Novo-Nordisk (NVO) | 16.62% | 9.21% |
| Microsoft (MSFT) | 5.65% | 9.04% |
| Old Dominion (ODFL) | 9.02% | 6.98% |
| Copart (CPRT) | 10.08% | 6.91% |
| NVR (NVR) | 8.24% | 6.32% |
| Amazon (AMZN) | 4.18% | 6.22% |
| Bitcoin (BTC) | 5.67% | 5.74% |
Cash & Instruments Over Time
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