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Portfolio Diversification
Range
Most Diversified
18 instruments
December 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.3 instruments
Most Consistent Holdings
Top 5
MSFT99.26%
AMZN99.26%
LRCX99.26%
BTC86.63%
AAPL82.46%
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) | 11.74% | 15.67% | 99.26% | - |
| Lam Research (LRCX) | 8.86% | 11.23% | 99.26% | - |
| Amazon (AMZN) | 8.17% | 8.44% | 99.26% | - |
 Alphabet (GOOG) | 7.21% | 12.12% | 73.21% | - |
 Old Dominion (ODFL) | 6.46% | 0% | 80.75% | 5/29/2026 |
| Apple (AAPL) | 5.88% | 0% | 82.46% | 10/10/2025 |
 Pool Corp. (POOL) | 5.6% | 0% | 56.59% | 3/7/2025 |
 Texas Pacific (TPL) | 5% | 0% | 29.8% | 10/31/2024 |
 ASML (ASML) | 4.19% | 12.28% | 30.1% | - |
 MSCI (MSCI) | 3.73% | 0% | 54.26% | 1/22/2025 |
 Sartorius (SRT.DE) | 3.5% | 0% | 40.22% | 4/15/2025 |
 Charter (CHTR) | 3.36% | 0% | 71.55% | 4/15/2025 |
 Deckers (DECK) | 2.71% | 5.5% | 27.71% | - |
| Bitcoin (BTC) | 2.67% | 8.66% | 86.63% | - |
 Novo-Nordisk (NVO) | 2.66% | 7.25% | 32.74% | - |
 UnitedHealth (UNH) | 2.36% | 0% | 33.05% | 7/19/2023 |
 Teleperformance (TEP.PA) | 2.24% | 0% | 55.67% | 4/15/2025 |
 NVR (NVR) | 1.49% | 4.41% | 23.79% | - |
 Meta (META) | 1.29% | 0% | 31.27% | 6/20/2023 |
 Thermo Fisher (TMO) | 1.28% | 0% | 22.44% | 2/21/2023 |
 Kinsale (KNSL) | 1.18% | 0% | 13.98% | 6/18/2025 |
 Copart (CPRT) | 1.09% | 6.19% | 16.8% | - |
 Chemed (CHE) | 0.97% | 0% | 11.71% | 7/11/2022 |
 Nexstar (NXST) | 0.89% | 0% | 12.57% | 7/25/2022 |
 Alibaba (BABA) | 0.85% | 0% | 24.1% | 2/21/2023 |
 Monster Beverage (MNST) | 0.84% | 0% | 10.85% | 6/27/2022 |
 Johnson Outdoors (JOUT) | 0.68% | 0% | 24.1% | 2/21/2023 |
 CGI (GIB) | 0.62% | 0% | 12.26% | 7/20/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.59% | 0% | 37.03% | 5/14/2025 |
 Tencent (0700.HK) | 0.4% | 0% | 24.03% | 2/20/2023 |
 Molina (MOH) | 0.27% | 0% | 3.86% | 9/16/2022 |
 Autozone (AZO) | 0.26% | 8.24% | 3.19% | - |
 AGCO (AGCO) | 0.07% | 0% | 2.51% | 2/10/2022 |
 Nike (NKE) | 0.01% | 0% | 0.49% | 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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