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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
MSFT99.37%
AMZN99.37%
LRCX99.37%
BTC86.37%
AAPL84.86%
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) | 11.71% | 13.41% | 99.37% | - |
| Lam Research (LRCX) | 8.75% | 12.01% | 99.37% | - |
| Amazon (AMZN) | 8.18% | 8.45% | 99.37% | - |
 Alphabet (GOOG) | 7.08% | 13.12% | 72.56% | - |
 Old Dominion (ODFL) | 6.64% | 0% | 83.09% | 5/29/2026 |
| Apple (AAPL) | 6.05% | 0% | 84.86% | 10/10/2025 |
 Pool Corp. (POOL) | 5.77% | 0% | 58.23% | 3/7/2025 |
 Texas Pacific (TPL) | 5.15% | 0% | 30.66% | 10/31/2024 |
 ASML (ASML) | 3.95% | 12.82% | 28.2% | - |
 MSCI (MSCI) | 3.84% | 0% | 55.84% | 1/22/2025 |
 Sartorius (SRT.DE) | 3.6% | 0% | 41.39% | 4/15/2025 |
 Charter (CHTR) | 3.46% | 0% | 73.63% | 4/15/2025 |
 Deckers (DECK) | 2.63% | 8.67% | 25.74% | - |
 Novo-Nordisk (NVO) | 2.54% | 6.32% | 30.91% | - |
| Bitcoin (BTC) | 2.54% | 5.09% | 86.37% | - |
 UnitedHealth (UNH) | 2.43% | 0% | 34.01% | 7/19/2023 |
 Teleperformance (TEP.PA) | 2.3% | 0% | 57.29% | 4/15/2025 |
 NVR (NVR) | 1.41% | 4.37% | 21.7% | - |
 Meta (META) | 1.33% | 0% | 32.18% | 6/20/2023 |
 Thermo Fisher (TMO) | 1.32% | 0% | 23.09% | 2/21/2023 |
 Kinsale (KNSL) | 1.21% | 0% | 14.38% | 6/18/2025 |
 Chemed (CHE) | 0.99% | 0% | 12.05% | 7/11/2022 |
 Copart (CPRT) | 0.93% | 7.13% | 14.51% | - |
 Nexstar (NXST) | 0.92% | 0% | 12.93% | 7/25/2022 |
 Alibaba (BABA) | 0.88% | 0% | 24.79% | 2/21/2023 |
 Monster Beverage (MNST) | 0.86% | 0% | 11.17% | 6/27/2022 |
 Johnson Outdoors (JOUT) | 0.7% | 0% | 24.79% | 2/21/2023 |
 CGI (GIB) | 0.64% | 0% | 12.62% | 7/20/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.61% | 0% | 38.11% | 5/14/2025 |
 Tencent (0700.HK) | 0.41% | 0% | 24.73% | 2/20/2023 |
 Molina (MOH) | 0.28% | 0% | 3.97% | 9/16/2022 |
 AGCO (AGCO) | 0.08% | 0% | 2.59% | 2/10/2022 |
 Autozone (AZO) | 0.04% | 8.61% | 0.5% | - |
 Nike (NKE) | 0.01% | 0% | 0.5% | 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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