Portfolio Diversification
Range
Most Diversified
30 instruments
April 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
23.2 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
GS99.92%
GOOG96.72%
META91.16%
JPM88.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 5.76% | 7.37% | 99.92% | - |
| Meta (META) | 4.31% | 3.09% | 91.16% | - |
 Amazon (AMZN) | 4.28% | 7.94% | 84.15% | - |
| Alphabet (GOOG) | 3.94% | 0% | 96.72% | 9/5/2025 |
 NVIDIA (NVDA) | 3.91% | 3.38% | 87.58% | - |
| Goldman Sachs (GS) | 3.61% | 0.62% | 99.92% | - |
 HCA (HCA) | 3.57% | 3.9% | 74.85% | - |
 Crowdstrike (CRWD) | 3.57% | 3.72% | 86.05% | - |
| JPMorgan (JPM) | 3.42% | 3.84% | 88.64% | - |
 UnitedHealth (UNH) | 3.16% | 7.28% | 68.83% | - |
 Visa (V) | 2.99% | 5.15% | 75% | - |
 AMD (AMD) | 2.99% | 2.2% | 78.2% | - |
 Apple (AAPL) | 2.86% | 0% | 69.21% | 12/5/2024 |
 Cloudflare (NET) | 2.82% | 1.97% | 70.96% | - |
 Mastercard (MA) | 2.44% | 5.5% | 62.65% | - |
 HubSpot (HUBS) | 2.37% | 0% | 77.29% | 11/12/2024 |
 Lloyd's (LLOY.L) | 2.14% | 0% | 58.92% | 6/7/2024 |
 Palo Alto Networks (PANW) | 2.13% | 0% | 59.3% | 2/27/2025 |
 Citi (C) | 2.07% | 0% | 61.43% | 7/18/2024 |
 Salesforce (CRM) | 2.02% | 0% | 72.33% | 2/27/2025 |
 Barclays (BARC.L) | 2.02% | 0% | 63.41% | 10/24/2024 |
 Standard Chartered (STAN.L) | 1.83% | 0% | 52.82% | 11/7/2024 |
 Bank of America (BAC) | 1.77% | 4.44% | 46.11% | - |
 Spotify (SPOT) | 1.7% | 0% | 73.93% | 6/4/2025 |
 GE (GE) | 1.65% | 3.9% | 46.04% | - |
 Airbnb (ABNB) | 1.6% | 0% | 48.78% | 6/24/2024 |
 MongoDB (MDB) | 1.14% | 2.77% | 44.97% | - |
 Tesla (TSLA) | 1.03% | 3.53% | 30.34% | - |
 American Express (AXP) | 0.97% | 5.09% | 24.54% | - |
 CyberArk (CYBR) | 0.96% | 0% | 24.54% | 1/10/2025 |
 Splunk Inc (SPLK) | 0.91% | 0% | 24.62% | 8/29/2023 |
 Micron (MU) | 0.85% | 5.03% | 33% | - |
 Netflix (NFLX) | 0.76% | 0% | 26.14% | 10/18/2024 |
 ServiceNow (NOW) | 0.61% | 3.22% | 22.64% | - |
 Adobe (ADBE) | 0.61% | 0% | 20.35% | 2/24/2025 |
 Palantir (PLTR) | 0.56% | 3.02% | 21.42% | - |
 Morgan Stanley (MS) | 0.55% | 4.51% | 15.09% | - |
 Etsy (ETSY) | 0.55% | 0% | 18.9% | 2/22/2024 |
 DocuSign (DOCU) | 0.53% | 0% | 18.98% | 2/27/2025 |
 Merck (MRK) | 0.37% | 0% | 11.51% | 2/26/2025 |
 Snowflake (SNOW) | 0.36% | 2.5% | 13.11% | - |
 Moody's (MCO) | 0.31% | 0% | 8.54% | 2/13/2025 |
 Broadcom (AVGO) | 0.28% | 0% | 9.68% | 6/4/2025 |
 NatWest (NWG.L) | 0.25% | 0% | 9.76% | 7/13/2022 |
 BP (BP.US) | 0.24% | 0% | 5.79% | 11/25/2022 |
 BP (BP.L) | 0.19% | 0% | 6.4% | 11/25/2022 |
 MicroStrategy (MSTR) | 0.15% | 0% | 5.95% | 4/22/2025 |
 Datadog (DDOG) | 0.14% | 2.95% | 7.47% | - |
 HP (HPQ) | 0.14% | 0% | 7.01% | 5/23/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.1% | 0% | 2.9% | 9/19/2024 |
 LSE (LSEG.L) | 0.09% | 0% | 1.83% | 1/24/2022 |
 GoDaddy (GDDY) | 0.07% | 0% | 1.83% | 1/24/2022 |
 Veeva (VEEV) | 0.04% | 0% | 1.14% | 6/2/2023 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 5.26% | 3/13/2024 |
 PayPal (PYPL) | 0.03% | 0% | 0.91% | 1/12/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.38% | 12/16/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.53% | 2/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 7.48% | 7.09% |
| Microsoft (MSFT) | 6.36% | 6.78% |
| HCA (HCA) | 7.48% | 6.57% |
| Meta (META) | 5.98% | 6.43% |
| Amazon (AMZN) | 5.98% | 6.33% |
| NVIDIA (NVDA) | 5.24% | 5.31% |
| GE (GE) | 5.24% | 5.17% |
| Alphabet (GOOG) | 4.11% | 4.63% |
| Bank of America (BAC) | 4.49% | 4.53% |
| JPMorgan (JPM) | 3.74% | 4% |
| Moody's (MCO) | 3.74% | 3.98% |
| AMD (AMD) | 4.49% | 3.79% |
| Merck (MRK) | 3.74% | 3.75% |
| MongoDB (MDB) | 4.49% | 3.44% |
| CyberArk (CYBR) | 2.99% | 3.44% |
| Adobe (ADBE) | 3.74% | 3.44% |
| American Express (AXP) | 2.99% | 3.44% |
| Cloudflare (NET) | 2.99% | 3.25% |
| Goldman Sachs (GS) | 2.99% | 3.21% |
| Crowdstrike (CRWD) | 2.99% | 3.18% |
| Mastercard (MA) | 2.24% | 2.51% |
| Palo Alto Networks (PANW) | 2.24% | 2.32% |
| Micron (MU) | 2.99% | 2.09% |