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%
GOOG96.56%
META90.5%
NVDA90.25%
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) | 5.72% | 8.38% | 99.92% | - |
| Meta (META) | 4.33% | 4.27% | 90.5% | - |
 Amazon (AMZN) | 4.03% | 7.3% | 82.96% | - |
| NVIDIA (NVDA) | 4.01% | 6.17% | 90.25% | - |
| Alphabet (GOOG) | 3.88% | 3.89% | 96.56% | - |
 Crowdstrike (CRWD) | 3.67% | 0.74% | 86.65% | - |
| Goldman Sachs (GS) | 3.64% | 4.55% | 99.92% | - |
 JPMorgan (JPM) | 3.36% | 3.38% | 87.8% | - |
 HCA (HCA) | 3.28% | 7.7% | 72.97% | - |
 Apple (AAPL) | 3.07% | 0% | 74.37% | 12/5/2024 |
 AMD (AMD) | 3% | 3.08% | 76.58% | - |
 Cloudflare (NET) | 3% | 0% | 74.37% | 5/13/2025 |
 Visa (V) | 2.87% | 2.81% | 73.14% | - |
 UnitedHealth (UNH) | 2.86% | 6.3% | 66.5% | - |
 HubSpot (HUBS) | 2.55% | 0% | 83.05% | 11/12/2024 |
 Lloyd's (LLOY.L) | 2.3% | 0% | 63.31% | 6/7/2024 |
 Palo Alto Networks (PANW) | 2.29% | 0% | 63.72% | 2/27/2025 |
 Mastercard (MA) | 2.27% | 2.79% | 59.87% | - |
 Citi (C) | 2.22% | 0% | 66.01% | 7/18/2024 |
 Salesforce (CRM) | 2.17% | 0% | 77.72% | 2/27/2025 |
 Barclays (BARC.L) | 2.17% | 0% | 68.14% | 10/24/2024 |
 Standard Chartered (STAN.L) | 1.97% | 0% | 56.76% | 11/7/2024 |
 Spotify (SPOT) | 1.82% | 0% | 79.44% | 6/4/2025 |
 Airbnb (ABNB) | 1.72% | 0% | 52.42% | 6/24/2024 |
 Bank of America (BAC) | 1.58% | 3.89% | 42.1% | - |
 GE (GE) | 1.54% | 0.73% | 42.01% | - |
 CyberArk (CYBR) | 1.03% | 0% | 26.37% | 1/10/2025 |
 MongoDB (MDB) | 1.01% | 2.13% | 40.87% | - |
 Splunk Inc (SPLK) | 0.97% | 0% | 26.45% | 8/29/2023 |
 Tesla (TSLA) | 0.88% | 2.73% | 25.14% | - |
 Netflix (NFLX) | 0.81% | 0% | 28.09% | 10/18/2024 |
 American Express (AXP) | 0.68% | 4.71% | 18.92% | - |
 Adobe (ADBE) | 0.66% | 0% | 21.87% | 2/24/2025 |
 Micron (MU) | 0.64% | 2.29% | 28.01% | - |
 Etsy (ETSY) | 0.59% | 0% | 20.31% | 2/22/2024 |
 DocuSign (DOCU) | 0.57% | 0% | 20.39% | 2/27/2025 |
 Palantir (PLTR) | 0.47% | 3.46% | 17.69% | - |
 ServiceNow (NOW) | 0.43% | 2.71% | 16.87% | - |
 Merck (MRK) | 0.4% | 0% | 12.37% | 2/26/2025 |
 Moody's (MCO) | 0.33% | 0% | 9.17% | 2/13/2025 |
 Broadcom (AVGO) | 0.31% | 0% | 10.4% | 6/4/2025 |
 Morgan Stanley (MS) | 0.29% | 3.27% | 8.76% | - |
 NatWest (NWG.L) | 0.26% | 0% | 10.48% | 7/13/2022 |
 Snowflake (SNOW) | 0.26% | 3.04% | 9.5% | - |
 BP (BP.US) | 0.26% | 0% | 6.22% | 11/25/2022 |
 BP (BP.L) | 0.2% | 0% | 6.88% | 11/25/2022 |
 MicroStrategy (MSTR) | 0.17% | 0% | 6.39% | 4/22/2025 |
 HP (HPQ) | 0.15% | 0% | 7.53% | 5/23/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.11% | 0% | 3.11% | 9/19/2024 |
 LSE (LSEG.L) | 0.09% | 0% | 1.97% | 1/24/2022 |
 GoDaddy (GDDY) | 0.08% | 0% | 1.97% | 1/24/2022 |
 Datadog (DDOG) | 0.05% | 1.46% | 3.11% | - |
 Veeva (VEEV) | 0.04% | 0% | 1.23% | 6/2/2023 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 5.65% | 3/13/2024 |
 PayPal (PYPL) | 0.03% | 0% | 0.98% | 1/12/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.41% | 12/16/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.57% | 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% |