Portfolio Diversification
Range
Most Diversified
18 instruments
December 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.2 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
MSFT99.91%
AMZN99.91%
LRCX99.91%
CHTR99.49%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 11.99% | 12.25% | 99.91% | - |
| Amazon (AMZN) | 8.46% | 8.43% | 99.91% | - |
 Pool Corp. (POOL) | 7.79% | 0% | 78.69% | 3/7/2025 |
| Apple (AAPL) | 7.33% | 6.2% | 99.91% | - |
| Lam Research (LRCX) | 7.21% | 9.15% | 99.91% | - |
 Texas Pacific (TPL) | 6.96% | 0% | 41.43% | 10/31/2024 |
 Old Dominion (ODFL) | 6.55% | 7.8% | 78.6% | - |
 Alphabet (GOOG) | 6.44% | 7.07% | 63.77% | - |
 MSCI (MSCI) | 5.18% | 0% | 75.45% | 1/22/2025 |
 Sartorius (SRT.DE) | 4.86% | 0% | 55.92% | 4/15/2025 |
| Charter (CHTR) | 4.68% | 0% | 99.49% | 4/15/2025 |
 UnitedHealth (UNH) | 3.28% | 0% | 45.95% | 7/19/2023 |
 Teleperformance (TEP.PA) | 3.11% | 0% | 77.41% | 4/15/2025 |
 Meta (META) | 1.8% | 0% | 43.48% | 6/20/2023 |
 Thermo Fisher (TMO) | 1.78% | 0% | 31.2% | 2/21/2023 |
 Bitcoin (BTC) | 1.47% | 5.89% | 82.35% | - |
 Chemed (CHE) | 1.34% | 0% | 16.28% | 7/11/2022 |
 Kinsale (KNSL) | 1.28% | 8.84% | 14.41% | - |
 Nexstar (NXST) | 1.24% | 0% | 17.48% | 7/25/2022 |
 Alibaba (BABA) | 1.19% | 0% | 33.5% | 2/21/2023 |
 Monster Beverage (MNST) | 1.17% | 0% | 15.09% | 6/27/2022 |
 Johnson Outdoors (JOUT) | 0.94% | 0% | 33.5% | 2/21/2023 |
 CGI (GIB) | 0.86% | 0% | 17.05% | 7/20/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.79% | 1.28% | 49.45% | - |
 Novo-Nordisk (NVO) | 0.62% | 8.9% | 7.42% | - |
 Tencent (0700.HK) | 0.56% | 0% | 33.42% | 2/20/2023 |
 ASML (ASML) | 0.4% | 12.82% | 3.75% | - |
 Molina (MOH) | 0.38% | 0% | 5.37% | 9/16/2022 |
 AGCO (AGCO) | 0.1% | 0% | 3.5% | 2/10/2022 |
 Deckers (DECK) | 0.05% | 11.36% | 0.43% | - |
 Nike (NKE) | 0.01% | 0% | 0.68% | 7/20/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.09% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 9.12% | 12.9% |
| Amazon (AMZN) | 7.02% | 10.49% |
| Pool Corp. (POOL) | 10.81% | 9.11% |
| Kinsale (KNSL) | 9.73% | 9.01% |
| Lam Research (LRCX) | 8.58% | 9% |
| Old Dominion (ODFL) | 8.22% | 8.22% |
| MSCI (MSCI) | 6.84% | 7.75% |
| Alphabet (GOOG) | 7.63% | 7.38% |
| Apple (AAPL) | 4.73% | 7.23% |
| Sartorius (SRT.DE) | 10.52% | 6.29% |
| Bitcoin (BTC) | 4.14% | 5.93% |
| Charter (CHTR) | 6.02% | 3.76% |
| Teleperformance (TEP.PA) | 6.59% | 2.93% |