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Portfolio Diversification
Range
Most Diversified
12 instruments
September 9, 2025
Least Diversified
0 instruments
April 4, 2026
Average
9 instruments
Most Consistent Holdings
Top 5
MSFT98.96%
AMZN98.96%
ADBE98.96%
ULTA98.96%
PEP97.91%
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) | 17.3% | 15.21% | 98.96% | - |
| Ulta (ULTA) | 12.04% | 5.32% | 98.96% | - |
| Microsoft (MSFT) | 11.62% | 4.78% | 98.96% | - |
| PepsiCo (PEP) | 9.45% | 3.12% | 97.91% | - |
 Fortinet (FTNT) | 7.7% | 19.44% | 54.84% | - |
| Adobe (ADBE) | 7.62% | 1.83% | 98.96% | - |
 NVIDIA (NVDA) | 6.87% | 12.02% | 55.14% | - |
 ASML (ASML) | 6.13% | 11.57% | 54.84% | - |
 UnitedHealth (UNH) | 5.88% | 8.2% | 60.66% | - |
 Palo Alto Networks (PANW) | 5.5% | 11.45% | 60.66% | - |
 ServiceNow (NOW) | 3.3% | 3.92% | 60.36% | - |
 Zoetis (ZTS) | 2.64% | 2.6% | 54.99% | - |
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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