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Portfolio Diversification
Range
Most Diversified
12 instruments
September 9, 2025
Least Diversified
5 instruments
November 19, 2024
Average
7.6 instruments
Most Consistent Holdings
Top 5
MSFT100%
AMZN100%
PEP100%
ADBE100%
ULTA100%
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) | 17.95% | 18.09% | 100% | - |
| Microsoft (MSFT) | 15.4% | 5.25% | 100% | - |
| Ulta (ULTA) | 15.27% | 7.76% | 100% | - |
| PepsiCo (PEP) | 12.41% | 4.45% | 100% | - |
| Adobe (ADBE) | 10.58% | 2.67% | 100% | - |
 UnitedHealth (UNH) | 4.49% | 7.92% | 41.78% | - |
 NVIDIA (NVDA) | 4.09% | 12.94% | 32.88% | - |
 Palo Alto Networks (PANW) | 3.9% | 6.93% | 41.78% | - |
 Fortinet (FTNT) | 3.83% | 11.54% | 32.88% | - |
 ServiceNow (NOW) | 3.21% | 4.21% | 41.78% | - |
 ASML (ASML) | 3.02% | 12.42% | 32.88% | - |
 Zoetis (ZTS) | 1.96% | 5.49% | 32.88% | - |
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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