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Portfolio Diversification
Range
Most Diversified
23 instruments
January 12, 2023
Least Diversified
4 instruments
October 21, 2025
Average
15.7 instruments
Most Consistent Holdings
Top 5
BABA100%
PYPL100%
DPZ100%
TROW99.91%
ZTS99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 12, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Amazon (AMZN) | 10.63% | 0% | 66.24% | 1/22/2025 |
 BlackRock (BLK) | 6.78% | 8.73% | 86.43% | - |
| PayPal (PYPL) | 6.22% | 4.59% | 100% | - |
 Alphabet (GOOG) | 5.8% | 0% | 47.69% | 7/18/2024 |
| Domino's (DPZ) | 5.69% | 5.3% | 100% | - |
| Alibaba (BABA) | 5.55% | 8.17% | 100% | - |
 Philip Morris (PM) | 3.55% | 4.54% | 98.28% | - |
 Meta (META) | 3.53% | 0% | 37.47% | 7/18/2024 |
| Zoetis (ZTS) | 3.39% | 2.06% | 99.91% | - |
 Starbucks (SBUX) | 3.08% | 3.2% | 86.43% | - |
| T. Rowe Price (TROW) | 2.87% | 2.34% | 99.91% | - |
 CVS Health (CVS) | 2.43% | 2.25% | 98.28% | - |
 Coterra (CTRA) | 1.98% | 0% | 65.7% | 1/16/2025 |
 TSMC (TSM) | 1.97% | 0% | 47.69% | 7/18/2024 |
 Estee Lauder (EL) | 1.88% | 2.94% | 84.16% | - |
 Berkshire Hathaway (BRK.B) | 1.39% | 0% | 34.84% | 2/7/2024 |
 Brown-Forman (BF-B) | 0.77% | 1.11% | 50.59% | - |
 Intel (INTC) | 0.63% | 0% | 21.27% | 9/7/2023 |
 Porsche (PAH3.DE) | 0.6% | 1.1% | 50.59% | - |
 Diageo (DEO) | 0.6% | 0.92% | 50.59% | - |
 Veeva (VEEV) | 0.54% | 0% | 12.49% | 6/1/2023 |
 Kering (KER.PA) | 0.48% | 0.27% | 98.28% | - |
 Verisk (VRSK) | 0.46% | 0% | 11.31% | 5/19/2023 |
 Western Union (WU) | 0.1% | 0% | 4.89% | 3/7/2023 |
 Ferrari (RACE) | 0.07% | 0% | 1.63% | 1/30/2023 |
 Celanese (CE) | 0.07% | 0% | 1.63% | 1/30/2023 |
 Franklin Resources (BEN) | 0.07% | 0% | 1.63% | 1/30/2023 |
 ManpowerGroup (MAN) | 0.07% | 0% | 1.63% | 1/30/2023 |
 Cognex (CGNX) | 0.06% | 0% | 1.63% | 1/30/2023 |
 Tyson Foods (TSN) | 0.06% | 0% | 1.63% | 1/30/2023 |
 Whirlpool (WHR) | 0.06% | 0% | 1.63% | 1/30/2023 |
 Wingstop (WING) | 0.06% | 0% | 1.63% | 1/30/2023 |
 UGI (UGI) | 0.06% | 0% | 1.63% | 1/30/2023 |
 Thor (THO) | 0.06% | 0% | 1.63% | 1/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BlackRock (BLK) | 5.56% | 8.5% |
| Alibaba (BABA) | 5.56% | 6.98% |
| Domino's (DPZ) | 4.17% | 5.54% |
| PayPal (PYPL) | 6.26% | 5.15% |
| Philip Morris (PM) | 2.78% | 4.19% |
| Starbucks (SBUX) | 3.48% | 2.92% |
| Estee Lauder (EL) | 3.9% | 2.75% |
| CVS Health (CVS) | 2.78% | 2.46% |
| T. Rowe Price (TROW) | 2.78% | 2.34% |
| Zoetis (ZTS) | 2.78% | 2.18% |
| Porsche (PAH3.DE) | 1.39% | 1.25% |
| Brown-Forman (BF-B) | 1.95% | 1.11% |
| Diageo (DEO) | 1.39% | 0.89% |
| Kering (KER.PA) | 0.7% | 0.34% |
Cash & Instruments Over Time
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