Portfolio Diversification
Range
Most Diversified
18 instruments
December 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
MSFT99.91%
AMZN99.91%
CHTR99.91%
LRCX99.91%
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) | 11.98% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 8.4% | 0% | 99.91% | 2/1/2025 |
 Pool Corp. (POOL) | 8.07% | 0% | 81.2% | 2/1/2025 |
 Texas Pacific (TPL) | 7.45% | 0% | 44.34% | 10/31/2024 |
| Apple (AAPL) | 7.39% | 0% | 99.91% | 2/1/2025 |
| Lam Research (LRCX) | 7.01% | 0% | 99.91% | 2/1/2025 |
 Old Dominion (ODFL) | 6.43% | 0% | 77.1% | 2/1/2025 |
 Alphabet (GOOG) | 6.42% | 0% | 61.22% | 2/1/2025 |
 MSCI (MSCI) | 5.55% | 0% | 80.75% | 1/22/2025 |
 Sartorius (SRT.DE) | 4.76% | 0% | 53.28% | 2/1/2025 |
| Charter (CHTR) | 4.74% | 0% | 99.91% | 2/1/2025 |
 UnitedHealth (UNH) | 3.51% | 0% | 49.18% | 7/19/2023 |
 Teleperformance (TEP.PA) | 3.11% | 0% | 76.28% | 2/1/2025 |
 Meta (META) | 1.92% | 0% | 46.53% | 6/20/2023 |
 Thermo Fisher (TMO) | 1.9% | 0% | 33.39% | 2/21/2023 |
 Chemed (CHE) | 1.44% | 0% | 17.43% | 7/11/2022 |
 Nexstar (NXST) | 1.33% | 0% | 18.7% | 7/25/2022 |
 Alibaba (BABA) | 1.27% | 0% | 35.86% | 2/21/2023 |
 Monster Beverage (MNST) | 1.25% | 0% | 16.15% | 6/27/2022 |
 Bitcoin (BTC) | 1.17% | 0% | 81.11% | 2/1/2025 |
 Johnson Outdoors (JOUT) | 1.01% | 0% | 35.86% | 2/21/2023 |
 CGI (GIB) | 0.93% | 0% | 18.25% | 7/20/2022 |
 ProShares UltraPro QQQ (TQQQ) | 0.84% | 0% | 52.46% | 7/10/2024 |
 Kinsale (KNSL) | 0.74% | 0% | 8.39% | 2/1/2025 |
 Tencent (0700.HK) | 0.59% | 0% | 35.77% | 2/20/2023 |
 Molina (MOH) | 0.41% | 0% | 5.75% | 9/16/2022 |
 AGCO (AGCO) | 0.11% | 0% | 3.74% | 2/10/2022 |
 Novo-Nordisk (NVO) | 0.07% | 0% | 0.91% | 2/1/2025 |
 Nike (NKE) | 0.02% | 0% | 0.73% | 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% |