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Portfolio Diversification
Range
Most Diversified
12 instruments
September 9, 2025
Least Diversified
5 instruments
November 19, 2024
Average
8 instruments
Most Consistent Holdings
Top 5
MSFT100%
AMZN100%
ADBE100%
ULTA100%
PEP99.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 17.81% | 16.59% | 100% | - |
| Ulta (ULTA) | 14.63% | 7.03% | 100% | - |
| Microsoft (MSFT) | 14.43% | 5.11% | 100% | - |
| PepsiCo (PEP) | 11.69% | 5.12% | 99.38% | - |
| Adobe (ADBE) | 9.83% | 2.44% | 100% | - |
 NVIDIA (NVDA) | 4.91% | 13% | 39.13% | - |
 UnitedHealth (UNH) | 4.82% | 8.18% | 47.2% | - |
 Fortinet (FTNT) | 4.61% | 12.74% | 39.13% | - |
 Palo Alto Networks (PANW) | 4.14% | 7.01% | 47.2% | - |
 ASML (ASML) | 3.91% | 12.38% | 39.13% | - |
 ServiceNow (NOW) | 3.29% | 4.39% | 47% | - |
 Zoetis (ZTS) | 2.32% | 5.59% | 39.13% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 17.26% | 17.45% |
| NVIDIA (NVDA) | 12.42% | 12.73% |
| Fortinet (FTNT) | 12.42% | 11.47% |
| ASML (ASML) | 7.45% | 9.3% |
| UnitedHealth (UNH) | 7.45% | 9.07% |
| Ulta (ULTA) | 4.72% | 7.51% |
| Palo Alto Networks (PANW) | 7.45% | 7.32% |
| Microsoft (MSFT) | 5.46% | 5.91% |
| Zoetis (ZTS) | 7.45% | 5.76% |
| ServiceNow (NOW) | 7.45% | 5.6% |
| PepsiCo (PEP) | 5.17% | 4.35% |
| Adobe (ADBE) | 4.97% | 3.24% |
Cash & Instruments Over Time
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