Portfolio Diversification
Range
Most Diversified
30 instruments
April 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
23 instruments
Most Consistent Holdings
Top 5
MSFT99.79%
GS94.43%
META91.58%
GOOG90.58%
JPM89.22%
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) | 5.96% | 9.49% | 99.79% | - |
 Amazon (AMZN) | 4.55% | 8.57% | 85.01% | - |
| Meta (META) | 4.48% | 9.1% | 91.58% | - |
 NVIDIA (NVDA) | 4.08% | 7.23% | 88.22% | - |
| Alphabet (GOOG) | 3.69% | 0% | 90.58% | 9/5/2025 |
 HCA (HCA) | 3.61% | 2.26% | 76.3% | - |
 Crowdstrike (CRWD) | 3.52% | 1.94% | 84.87% | - |
| JPMorgan (JPM) | 3.46% | 5.49% | 89.22% | - |
 UnitedHealth (UNH) | 3.45% | 8.85% | 70.66% | - |
| Goldman Sachs (GS) | 3.38% | 0% | 94.43% | 9/18/2025 |
 Visa (V) | 3.15% | 6.04% | 76.45% | - |
 AMD (AMD) | 2.87% | 0% | 75.37% | 10/6/2025 |
 Cloudflare (NET) | 2.78% | 2.83% | 71.59% | - |
 Mastercard (MA) | 2.68% | 6.76% | 64.88% | - |
 Apple (AAPL) | 2.68% | 0% | 64.81% | 12/5/2024 |
 HubSpot (HUBS) | 2.22% | 0% | 72.38% | 11/12/2024 |
 Lloyd's (LLOY.L) | 2% | 0% | 55.17% | 6/7/2024 |
 Palo Alto Networks (PANW) | 2% | 0% | 55.53% | 2/27/2025 |
 Bank of America (BAC) | 1.94% | 5.57% | 49.39% | - |
 Citi (C) | 1.94% | 0% | 57.53% | 7/18/2024 |
 Salesforce (CRM) | 1.89% | 0% | 67.74% | 2/27/2025 |
 Barclays (BARC.L) | 1.89% | 0% | 59.39% | 10/24/2024 |
 GE (GE) | 1.78% | 4.22% | 49.32% | - |
 Standard Chartered (STAN.L) | 1.71% | 0% | 49.46% | 11/7/2024 |
 Spotify (SPOT) | 1.59% | 0% | 69.24% | 6/4/2025 |
 Airbnb (ABNB) | 1.5% | 0% | 45.68% | 6/24/2024 |
 MongoDB (MDB) | 1.26% | 2.35% | 48.32% | - |
 Tesla (TSLA) | 1.13% | 3.9% | 33.4% | - |
 American Express (AXP) | 1.04% | 0% | 26.48% | 10/27/2025 |
 CyberArk (CYBR) | 0.89% | 0% | 22.98% | 1/10/2025 |
 Splunk Inc (SPLK) | 0.85% | 0% | 23.05% | 8/29/2023 |
 Micron (MU) | 0.83% | 0% | 33.05% | 10/6/2025 |
 ServiceNow (NOW) | 0.81% | 4.16% | 27.41% | - |
 Morgan Stanley (MS) | 0.76% | 5.29% | 20.34% | - |
 Palantir (PLTR) | 0.72% | 3.11% | 26.2% | - |
 Netflix (NFLX) | 0.71% | 0% | 24.48% | 10/18/2024 |
 Adobe (ADBE) | 0.57% | 0% | 19.06% | 2/24/2025 |
 Etsy (ETSY) | 0.51% | 0% | 17.7% | 2/22/2024 |
 Snowflake (SNOW) | 0.5% | 2.72% | 18.49% | - |
 DocuSign (DOCU) | 0.49% | 0% | 17.77% | 2/27/2025 |
 Merck (MRK) | 0.35% | 0% | 10.78% | 2/26/2025 |
 Moody's (MCO) | 0.29% | 0% | 7.99% | 2/13/2025 |
 Broadcom (AVGO) | 0.27% | 0% | 9.06% | 6/4/2025 |
 NatWest (NWG.L) | 0.23% | 0% | 9.14% | 7/13/2022 |
 BP (BP.US) | 0.23% | 0% | 5.42% | 11/25/2022 |
 Datadog (DDOG) | 0.2% | 0% | 9.28% | 10/8/2025 |
 BP (BP.L) | 0.17% | 0% | 6% | 11/25/2022 |
 MicroStrategy (MSTR) | 0.15% | 0% | 5.57% | 4/22/2025 |
 HP (HPQ) | 0.13% | 0% | 6.57% | 5/23/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.1% | 0% | 2.71% | 9/19/2024 |
 LSE (LSEG.L) | 0.08% | 0% | 1.71% | 1/24/2022 |
 GoDaddy (GDDY) | 0.07% | 0% | 1.71% | 1/24/2022 |
 Veeva (VEEV) | 0.04% | 0% | 1.07% | 6/2/2023 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 4.93% | 3/13/2024 |
 PayPal (PYPL) | 0.03% | 0% | 0.86% | 1/12/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 0.36% | 12/16/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.5% | 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% |