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Portfolio Diversification
Range
Most Diversified
67 instruments
March 31, 2026
Least Diversified
0 instruments
April 4, 2026
Average
21.6 instruments
Most Consistent Holdings
Top 5
NIO99.63%
MSFT63.72%
NKE59.75%
NVO50.75%
UPS49.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 18.83% | 8.97% | 63.72% | - |
 Apple (AAPL) | 18.3% | 0% | 44.08% | 9/4/2025 |
 Alphabet (GOOG) | 5.67% | 2.53% | 38.91% | - |
 NVIDIA (NVDA) | 3.96% | 1.52% | 39.58% | - |
 AMD (AMD) | 3.22% | 0% | 40.93% | 3/25/2026 |
| UPS (UPS) | 2.61% | 0% | 49.78% | 4/24/2026 |
 Ethereum (ETH) | 2.5% | 7.82% | 43.1% | - |
| Nike (NKE) | 2.45% | 0.91% | 59.75% | - |
| Novo-Nordisk (NVO) | 2.38% | 5.3% | 50.75% | - |
 UnitedHealth (UNH) | 2.31% | 6.53% | 38.38% | - |
 Salesforce (CRM) | 1.89% | 3.9% | 42.28% | - |
 ServiceNow (NOW) | 1.77% | 5.11% | 42.13% | - |
 Oracle (ORCL) | 1.77% | 5.23% | 36.36% | - |
 Merck (MRK) | 1.6% | 0% | 34.63% | 1/20/2026 |
 Tesla (TSLA) | 1.59% | 0% | 21.59% | 10/2/2025 |
 Adobe (ADBE) | 1.27% | 3.66% | 48.88% | - |
 SAP (SAP.DE) | 1.2% | 6.02% | 30.36% | - |
 Mastercard (MA) | 0.98% | 0% | 4.8% | 8/15/2024 |
 Intel (INTC) | 0.97% | 0% | 11.54% | 8/14/2025 |
 ConocoPhillips (COP) | 0.85% | 0% | 34.18% | 1/29/2026 |
 Lululemon (LULU) | 0.82% | 0.96% | 33.88% | - |
 Atlassian (TEAM) | 0.69% | 0% | 29.01% | 8/6/2026 |
 Verizon (VZ) | 0.64% | 0% | 30.36% | 9/1/2026 |
 Eli Lilly (LLY) | 0.6% | 0.7% | 18.37% | - |
 Fiserv (FISV) | 0.54% | 1.28% | 30.13% | - |
 ASML (ASML) | 0.52% | 0% | 19.12% | 6/11/2026 |
 Centene (CNC) | 0.46% | 0% | 9.37% | 11/4/2025 |
 Regeneron (REGN) | 0.43% | 0% | 23.16% | 1/2/2026 |
 Target (TGT) | 0.42% | 0% | 31.26% | 4/20/2026 |
 LVMH (MC.PA) | 0.41% | 1.59% | 30.21% | - |
 Adidas (ADS.DE) | 0.41% | 0% | 23.54% | 6/15/2026 |
| Nio (NIO) | 0.4% | 0.37% | 99.63% | - |
 Comcast (CMCSA) | 0.4% | 0.91% | 29.91% | - |
 DocuSign (DOCU) | 0.39% | 0% | 23.61% | 4/20/2026 |
 Hermes (RMS.PA) | 0.39% | 3.21% | 24.21% | - |
 Procter & Gamble (PG) | 0.37% | 0% | 24.36% | 6/17/2026 |
 Meta (META) | 0.37% | 1.16% | 21.21% | - |
 Amcor (AMCR) | 0.37% | 1.25% | 24.59% | - |
 Bitcoin (BTC) | 0.35% | 1.05% | 21.36% | - |
 Accenture (ACN) | 0.33% | 1.27% | 28.64% | - |
 Volkswagen (VOW3.DE) | 0.28% | 0% | 11.62% | 11/14/2025 |
 Spotify (SPOT) | 0.28% | 1.54% | 16.34% | - |
 PepsiCo (PEP) | 0.27% | 0% | 13.72% | 11/12/2025 |
 Palantir (PLTR) | 0.26% | 1.12% | 21.36% | - |
 Netflix (NFLX) | 0.25% | 0.88% | 23.54% | - |
 Wolters Kluwer (WKL.NV) | 0.24% | 1.35% | 17.84% | - |
 Coloplast (COLO-B.CO) | 0.24% | 1.01% | 26.16% | - |
 Lockheed Martin (LMT) | 0.23% | 0% | 13.27% | 1/12/2026 |
 Amazon (AMZN) | 0.23% | 1.46% | 15.07% | - |
 Palo Alto Networks (PANW) | 0.22% | 1.31% | 14.32% | - |
 Tradeweb (TW) | 0.21% | 0% | 12.59% | 3/23/2026 |
 ON Semiconductor (ON) | 0.21% | 0% | 12.14% | 1/6/2026 |
 Broadcom (AVGO) | 0.21% | 2.49% | 11.69% | - |
 Thermo Fisher (TMO) | 0.21% | 0% | 10.49% | 10/1/2025 |
 Intuit (INTU) | 0.19% | 0.81% | 18.07% | - |
 ExxonMobil (XOM) | 0.19% | 0% | 5.55% | 2/24/2025 |
 BlackStone (BX) | 0.18% | 1.36% | 13.94% | - |
 Duolingo (DUOL) | 0.18% | 1.22% | 18.07% | - |
 Invesco QQQ (QQQ) | 0.17% | 0% | 1.72% | 5/14/2025 |
 Rheinmetall (RHM.DE) | 0.16% | 1.35% | 9.97% | - |
 Ferrari (RACE) | 0.16% | 1.39% | 11.99% | - |
 WiseTech Global (WTC.ASX) | 0.16% | 0.7% | 17.84% | - |
 Emaar (EMAAR.AE) | 0.15% | 0.97% | 13.19% | - |
 Supermicro (SMCI) | 0.15% | 0% | 11.17% | 3/20/2026 |
 Thomson Reuters (TRI) | 0.14% | 0.68% | 17.92% | - |
 Sanofi (SNY) | 0.14% | 0% | 7.42% | 11/7/2025 |
 TSMC (TSM) | 0.14% | 0% | 6.6% | 6/9/2025 |
 Dassault Systemes (DSY.PA) | 0.14% | 0.47% | 23.46% | - |
 Zoetis (ZTS) | 0.14% | 0.35% | 22.41% | - |
 Charter (CHTR) | 0.13% | 0% | 10.57% | 2/9/2026 |
 Progressive (PGR) | 0.13% | 0% | 18.14% | 6/17/2026 |
 Abbott (ABT.US) | 0.13% | 1.22% | 10.57% | - |
 S&P Global (SPGI) | 0.12% | 0.7% | 12.22% | - |
 Beiersdorf (BEI.DE) | 0.12% | 0% | 9.67% | 7/28/2026 |
 General Mills (GIS) | 0.12% | 0% | 14.17% | 4/15/2026 |
 T-Mobile (TMUS) | 0.11% | 0.51% | 17.99% | - |
 Intuitive Surgical (ISRG) | 0.11% | 0.93% | 10.12% | - |
 Marvell (MRVL) | 0.11% | 0% | 5.32% | 9/24/2025 |
 CDW (CDW) | 0.1% | 0% | 7.65% | 4/21/2026 |
 Elevance Health (ELV) | 0.1% | 0% | 5.02% | 10/3/2025 |
 Disney (DIS) | 0.1% | 0% | 12.74% | 5/12/2026 |
 Nestle (NESN.ZU) | 0.1% | 0% | 4.27% | 11/13/2025 |
 KKR (KKR) | 0.09% | 0% | 12.44% | 6/17/2026 |
 Figma Inc (FIG) | 0.09% | 0.14% | 29.46% | - |
 Visa (V) | 0.09% | 0.7% | 12.44% | - |
 Qualcomm (QCOM) | 0.09% | 0.37% | 12.59% | - |
 FIS (FIS.US) | 0.08% | 0% | 4.65% | 11/25/2025 |
 Constellation Brands (STZ) | 0.08% | 0% | 4.65% | 11/25/2025 |
 Emaar Development (EMAARDEV.AE) | 0.08% | 0.48% | 13.12% | - |
 Crocs (CROX) | 0.07% | 0% | 3.9% | 12/20/2024 |
 ADP (ADP) | 0.06% | 0% | 9.52% | 7/27/2026 |
 Applied Materials (AMAT) | 0.06% | 0% | 12.44% | 9/22/2025 |
 Kraft Heinz (KHC) | 0.06% | 0% | 7.57% | 2/6/2026 |
 Otis (OTIS) | 0.06% | 0.9% | 6.07% | - |
 Danaher (DHR) | 0.06% | 0% | 3.75% | 6/11/2026 |
 Starbucks (SBUX) | 0.06% | 0% | 6.15% | 1/28/2026 |
 Michelin (ML.PA) | 0.05% | 0% | 5.85% | 1/2/2026 |
 Kuehne + Nagel (KNIN.ZU) | 0.05% | 0% | 6% | 12/11/2025 |
 Philip Morris (PM) | 0.05% | 0% | 5.4% | 1/2/2026 |
 Samsung (SMSN.L) | 0.04% | 0% | 9.6% | 7/3/2025 |
 Fortinet (FTNT) | 0.03% | 0% | 3.22% | 9/19/2025 |
 Kenvue (KVUE) | 0.03% | 0% | 3.37% | 12/1/2025 |
 Bristol-Myers Squibb (BMY) | 0.03% | 0% | 3.37% | 12/9/2025 |
 Edenred (EDEN.PA) | 0.03% | 0% | 4.65% | 5/19/2026 |
 Workday (WDAY) | 0.03% | 0% | 15.52% | 8/12/2026 |
 Micron (MU) | 0.03% | 0% | 1.35% | 1/7/2025 |
 Crowdstrike (CRWD) | 0.03% | 0% | 7.95% | 6/11/2026 |
 Booking (BKNG) | 0.02% | 0% | 1.87% | 12/16/2025 |
 Infosys (INFY) | 0.02% | 0% | 4.57% | 4/24/2026 |
 Humana (HUM) | 0.02% | 0% | 6.15% | 4/21/2026 |
 AppLovin (APP) | 0.02% | 0% | 1.05% | 2/26/2026 |
 Ionq (IONQ) | 0.02% | 0.13% | 9.9% | - |
 Walmart (WMT) | 0.01% | 1.16% | 1.27% | - |
 e.l.f. (ELF) | 0.01% | 0% | 2.47% | 4/15/2026 |
 B&M (BME.L) | 0.01% | 0% | 1.12% | 4/1/2026 |
 Estee Lauder (EL) | 0.01% | 0% | 2.47% | 4/15/2026 |
 Toyota (TM) | 0% | 0% | 0.52% | 3/3/2025 |
 Dior (CDI.PA) | 0% | 1.06% | 0.37% | - |
 Ondas Inc (ONDS) | 0% | 0.04% | 5.4% | - |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 3.07% | 8/13/2026 |
 Brown & Brown (BRO) | 0% | 0% | 1.87% | 5/26/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Novo-Nordisk (NVO) | 7.6% | 6.89% |
| Ethereum (ETH) | 6.73% | 6.61% |
| Oracle (ORCL) | 5.32% | 5.5% |
| ServiceNow (NOW) | 4.56% | 4.25% |
| UPS (UPS) | 4.56% | 4.24% |
| UnitedHealth (UNH) | 4.56% | 3.96% |
| Nike (NKE) | 4.54% | 3.78% |
| Salesforce (CRM) | 3.04% | 3.58% |
| Verizon (VZ) | 3.04% | 3.28% |
| Atlassian (TEAM) | 3.04% | 3.11% |
| Lululemon (LULU) | 3.04% | 2.92% |
| Merck (MRK) | 2.58% | 2.72% |
| Adobe (ADBE) | 3.03% | 2.69% |
| Adidas (ADS.DE) | 2.28% | 2.46% |
| Fiserv (FISV) | 3.04% | 2.39% |
| Target (TGT) | 1.76% | 1.92% |
| NVIDIA (NVDA) | 1.52% | 1.82% |
| ON Semiconductor (ON) | 1.52% | 1.73% |
| Lockheed Martin (LMT) | 1.52% | 1.73% |
| Tradeweb (TW) | 1.52% | 1.71% |
| Bitcoin (BTC) | 1.52% | 1.7% |
| Amcor (AMCR) | 1.52% | 1.7% |
| Palantir (PLTR) | 1.29% | 1.68% |
| SAP (SAP.DE) | 1.52% | 1.55% |
| Procter & Gamble (PG) | 1.52% | 1.53% |
| Comcast (CMCSA) | 1.52% | 1.52% |
| DocuSign (DOCU) | 1.52% | 1.51% |
| ConocoPhillips (COP) | 1.52% | 1.51% |
| Charter (CHTR) | 1.52% | 1.48% |
| Meta (META) | 1.22% | 1.41% |
| Supermicro (SMCI) | 1.52% | 1.33% |
| Disney (DIS) | 0.76% | 0.92% |
| AMD (AMD) | 0.76% | 0.91% |
| Philip Morris (PM) | 0.76% | 0.91% |
| Accenture (ACN) | 0.76% | 0.91% |
| Michelin (ML.PA) | 0.76% | 0.88% |
| Zoetis (ZTS) | 0.76% | 0.87% |
| Hermes (RMS.PA) | 0.76% | 0.86% |
| Progressive (PGR) | 0.76% | 0.86% |
| Starbucks (SBUX) | 0.76% | 0.85% |
| Kraft Heinz (KHC) | 0.76% | 0.8% |
| Dassault Systemes (DSY.PA) | 0.76% | 0.78% |
| General Mills (GIS) | 0.76% | 0.77% |
| Coloplast (COLO-B.CO) | 0.76% | 0.76% |
| Netflix (NFLX) | 0.76% | 0.7% |
| Figma Inc (FIG) | 0.76% | 0.33% |
| Regeneron (REGN) | 0.24% | 0.29% |
| Nio (NIO) | 0.43% | 0.05% |
Cash & Instruments Over Time
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