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Portfolio Diversification
Range
Most Diversified
18 instruments
December 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.4 instruments
Most Consistent Holdings
Top 5
MSFT99.36%
AMZN99.36%
LRCX99.36%
BTC86.21%
AAPL85.89%
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) | 11.68% | 13.91% | 99.36% | - |
| Lam Research (LRCX) | 8.71% | 11.55% | 99.36% | - |
| Amazon (AMZN) | 8.17% | 9.29% | 99.36% | - |
 Alphabet (GOOG) | 7% | 14.45% | 72.22% | - |
 Old Dominion (ODFL) | 6.67% | 7.69% | 83.4% | - |
| Apple (AAPL) | 6.12% | 0% | 85.89% | 10/10/2025 |
 Pool Corp. (POOL) | 5.84% | 0% | 58.94% | 3/7/2025 |
 Texas Pacific (TPL) | 5.21% | 0% | 31.03% | 10/31/2024 |
 MSCI (MSCI) | 3.88% | 0% | 56.51% | 1/22/2025 |
 ASML (ASML) | 3.84% | 12.02% | 27.33% | - |
 Sartorius (SRT.DE) | 3.64% | 0% | 41.89% | 4/15/2025 |
 Charter (CHTR) | 3.5% | 0% | 74.52% | 4/15/2025 |
 Deckers (DECK) | 2.55% | 7.69% | 24.84% | - |
| Bitcoin (BTC) | 2.51% | 5.02% | 86.21% | - |
 Novo-Nordisk (NVO) | 2.5% | 6.76% | 30.08% | - |
 UnitedHealth (UNH) | 2.46% | 0% | 34.42% | 7/19/2023 |
 Teleperformance (TEP.PA) | 2.33% | 0% | 57.98% | 4/15/2025 |
 NVR (NVR) | 1.38% | 4.01% | 20.75% | - |
 Meta (META) | 1.35% | 0% | 32.57% | 6/20/2023 |
 Thermo Fisher (TMO) | 1.33% | 0% | 23.37% | 2/21/2023 |
 Kinsale (KNSL) | 1.23% | 0% | 14.56% | 6/18/2025 |
 Chemed (CHE) | 1.01% | 0% | 12.2% | 7/11/2022 |
 Nexstar (NXST) | 0.93% | 0% | 13.09% | 7/25/2022 |
 Alibaba (BABA) | 0.89% | 0% | 25.1% | 2/21/2023 |
 Monster Beverage (MNST) | 0.87% | 0% | 11.3% | 6/27/2022 |
 Copart (CPRT) | 0.86% | 7.61% | 13.47% | - |
 Johnson Outdoors (JOUT) | 0.71% | 0% | 25.1% | 2/21/2023 |
 CGI (GIB) | 0.65% | 0% | 12.77% | 7/20/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.61% | 0% | 38.57% | 5/14/2025 |
 Tencent (0700.HK) | 0.42% | 0% | 25.03% | 2/20/2023 |
 Molina (MOH) | 0.29% | 0% | 4.02% | 9/16/2022 |
 AGCO (AGCO) | 0.08% | 0% | 2.62% | 2/10/2022 |
 Nike (NKE) | 0.01% | 0% | 0.51% | 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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