Portfolio Diversification
Range
Most Diversified
64 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
56 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
MSFT99.87%
AMZN99.87%
AXP99.87%
MA99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.42% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 6.18% | 0% | 99.87% | 2/1/2025 |
 ASML (ASML) | 5.08% | 0% | 99.87% | 2/1/2025 |
 Costco (COST) | 4.09% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 3.98% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 3.26% | 0% | 99.2% | 1/27/2025 |
 Micron (MU) | 3.26% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 3.02% | 0% | 96.55% | 1/7/2025 |
 Berkshire Hathaway (BRK.B) | 2.82% | 0% | 99.87% | 2/1/2025 |
 Waste Management (WM) | 2.64% | 0% | 92.03% | 12/4/2024 |
 Coupang (CPNG) | 2.47% | 0% | 99.73% | 1/31/2025 |
 Autozone (AZO) | 2.45% | 0% | 99.87% | 2/1/2025 |
 Netflix (NFLX) | 2.03% | 0% | 76.1% | 8/5/2024 |
| Mastercard (MA) | 1.98% | 0% | 99.87% | 2/1/2025 |
 Moody's (MCO) | 1.96% | 0% | 88.31% | 11/6/2024 |
 Yum China (YUMC) | 1.9% | 0% | 18.59% | 2/1/2025 |
 AMD (AMD) | 1.89% | 0% | 87.65% | 11/1/2024 |
 Deere (DE) | 1.8% | 0% | 88.98% | 11/11/2024 |
| American Express (AXP) | 1.6% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 1.59% | 0% | 76.1% | 8/5/2024 |
 Bank of America (BAC) | 1.49% | 0% | 76.1% | 8/5/2024 |
 Meta (META) | 1.37% | 0% | 73.57% | 7/17/2024 |
 Visa (V) | 1.21% | 0% | 84.59% | 10/9/2024 |
 Bitcoin (BTC) | 1.2% | 0% | 99.87% | 2/1/2025 |
 Disney (DIS) | 1.16% | 0% | 81.27% | 9/13/2024 |
 Palo Alto Networks (PANW) | 0.98% | 0% | 98.01% | 2/1/2025 |
 Shopify (SHOP) | 0.95% | 0% | 76.36% | 8/7/2024 |
 Berry Plastics (BERY) | 0.87% | 0% | 96.95% | 1/10/2025 |
 CNRL (CNQ) | 0.87% | 0% | 99.73% | 1/31/2025 |
 Equifax (EFX) | 0.85% | 0% | 88.31% | 11/6/2024 |
 Balchem (BCPC) | 0.85% | 0% | 81.94% | 9/18/2024 |
 MercadoLibre (MELI) | 0.84% | 0% | 99.87% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.84% | 0% | 20.05% | 11/11/2024 |
 Bristol-Myers Squibb (BMY) | 0.77% | 0% | 87.52% | 10/31/2024 |
 Ally (ALLY) | 0.76% | 0% | 79.15% | 8/28/2024 |
 Comcast (CMCSA) | 0.75% | 0% | 81.94% | 9/18/2024 |
 Mosaic (MOS) | 0.73% | 0% | 79.15% | 8/28/2024 |
 Constellation Brands (STZ) | 0.72% | 0% | 88.05% | 11/4/2024 |
 Wells Fargo (WFC) | 0.72% | 0% | 76.1% | 8/5/2024 |
 PayPal (PYPL) | 0.71% | 0% | 83.53% | 9/30/2024 |
 Merck (MRK) | 0.69% | 0% | 88.31% | 11/6/2024 |
 DocuSign (DOCU) | 0.66% | 0% | 79.15% | 8/28/2024 |
 AbbVie (ABBV) | 0.62% | 0% | 96.95% | 2/1/2025 |
 Boeing (BA) | 0.58% | 0% | 81.94% | 9/18/2024 |
 Cloudflare (NET) | 0.56% | 0% | 76.36% | 8/7/2024 |
 Booking (BKNG) | 0.53% | 0% | 76.1% | 8/5/2024 |
 CVS Health (CVS) | 0.52% | 0% | 89.24% | 11/13/2024 |
 CoStar (CSGP) | 0.52% | 0% | 73.44% | 7/16/2024 |
 Credit Acceptance (CACC) | 0.51% | 0% | 68.92% | 6/12/2024 |
 Upstart (UPST) | 0.5% | 0% | 62.82% | 4/26/2024 |
 Cameco (CCJ) | 0.49% | 0% | 18.59% | 2/1/2025 |
 IAC (IAC) | 0.47% | 0% | 81.94% | 9/18/2024 |
 IDEXX (IDXX) | 0.46% | 0% | 68.92% | 6/12/2024 |
 Fortinet (FTNT) | 0.45% | 0% | 68.92% | 6/12/2024 |
 Verisign (VRSN) | 0.44% | 0% | 79.15% | 8/28/2024 |
 Block Inc. (XYZ) | 0.37% | 0% | 76.1% | 8/5/2024 |
 Tencent (0700.HK) | 0.36% | 0% | 79.28% | 8/29/2024 |
 Humana (HUM) | 0.35% | 0% | 12.75% | 2/1/2025 |
 Uber (UBER) | 0.34% | 0% | 7.04% | 2/1/2025 |
 Illumina (ILMN) | 0.32% | 0% | 68.92% | 6/12/2024 |
 Unity (U) | 0.32% | 0% | 68.92% | 6/12/2024 |
 UnitedHealth (UNH) | 0.29% | 0% | 7.44% | 9/30/2024 |
 New Relic (NEWR) | 0.27% | 0% | 41.04% | 11/13/2023 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.27% | 0% | 5.05% | 12/19/2024 |
 Crocs (CROX) | 0.27% | 0% | 11.95% | 1/27/2025 |
 Biogen (BIIB) | 0.25% | 0% | 79.15% | 8/28/2024 |
 QuantumScape (QS) | 0.24% | 0% | 68.92% | 6/12/2024 |
 Occidental (OXY) | 0.21% | 0% | 5.18% | 2/1/2025 |
 MGM (MGM) | 0.21% | 0% | 11.82% | 1/22/2025 |
 AerCap (AER) | 0.2% | 0% | 18.46% | 9/13/2024 |
 Solana (SOL) | 0.18% | 0% | 8.1% | 2/1/2025 |
 Crown (CCK) | 0.17% | 0% | 13.55% | 8/7/2024 |
 Snowflake (SNOW) | 0.17% | 0% | 9.56% | 2/1/2025 |
 Concentrix (CNXC) | 0.15% | 0% | 8.37% | 10/7/2024 |
 Teck (TECK) | 0.14% | 0% | 18.73% | 11/1/2024 |
 Boot Barn (BOOT) | 0.14% | 0% | 12.22% | 2/1/2025 |
 Luminar (LAZR) | 0.14% | 0% | 62.82% | 4/26/2024 |
 Generac (GNRC) | 0.13% | 0% | 68.92% | 6/12/2024 |
 Alibaba (BABA) | 0.13% | 0% | 5.18% | 2/1/2025 |
 Graphic Packaging (GPK) | 0.11% | 0% | 6.64% | 12/18/2024 |
 Vir (VIR) | 0.1% | 0% | 62.82% | 4/26/2024 |
 Pfizer (PFE) | 0.09% | 0% | 9.43% | 2/1/2025 |
 ServisFirst (SFBS) | 0.08% | 0% | 3.72% | 12/9/2024 |
 Grupo Financiero Galicia (GGAL) | 0.08% | 0% | 6.11% | 2/1/2025 |
 Banco Macro (BMA) | 0.07% | 0% | 6.11% | 2/1/2025 |
 Cardano (ADA) | 0.07% | 0% | 7.84% | 2/1/2025 |
 Hain Celestial (HAIN) | 0.07% | 0% | 68.92% | 6/12/2024 |
 Build and Build (BNB) | 0.07% | 0% | 7.84% | 2/1/2025 |
 Cronos (CRO) | 0.06% | 0% | 7.84% | 2/1/2025 |
 Vistra (VST) | 0.03% | 0% | 1.33% | 2/1/2025 |
 JD.com (JD.US) | 0.02% | 0% | 2.92% | 1/10/2025 |
 Ionq (IONQ) | 0.01% | 0% | 0.53% | 1/14/2025 |
 Meituan (03690.HK) | 0.01% | 0% | 51.93% | 4/29/2024 |
 Rigetti (RGTI) | 0% | 0% | 0.53% | 1/14/2025 |
 CONSOL Energy (CNR) | 0% | 0% | 0.53% | 12/23/2024 |
 Glatfelter (MAGN) | 0% | 0% | 0.93% | 11/13/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 9.22% | 10.66% |
| Yum China (YUMC) | 8.28% | 9.64% |
| Microsoft (MSFT) | 7.6% | 7.91% |
| ASML (ASML) | 9.39% | 7.66% |
| Bitcoin (BTC) | 4.02% | 4.68% |
| Occidental (OXY) | 4.81% | 4.06% |
| Apple (AAPL) | 4.42% | 4% |
| Costco (COST) | 2.26% | 3.77% |
| Uber (UBER) | 4.32% | 3.45% |
| NVIDIA (NVDA) | 0.47% | 3.35% |
| Amazon (AMZN) | 2.77% | 3.07% |
| Berkshire Hathaway (BRK.B) | 2.18% | 2.88% |
| Alibaba (BABA) | 3.1% | 2.56% |
| Coupang (CPNG) | 1.79% | 2.51% |
| Humana (HUM) | 3.46% | 2.45% |
| AbbVie (ABBV) | 2.52% | 2.09% |
| Solana (SOL) | 3.12% | 2.07% |
| Snowflake (SNOW) | 2.6% | 2.07% |
| Micron (MU) | 2.31% | 1.93% |
| MGM (MGM) | 2.51% | 1.76% |
| Berry Plastics (BERY) | 1.95% | 1.62% |
| Autozone (AZO) | 1.03% | 1.54% |
| Grupo Financiero Galicia (GGAL) | 1.6% | 1.22% |
| Cameco (CCJ) | 1.14% | 1.21% |
| Boot Barn (BOOT) | 1.19% | 1.19% |
| Banco Macro (BMA) | 1.49% | 1.13% |
| Palo Alto Networks (PANW) | 0.56% | 1.1% |
| Pfizer (PFE) | 1.21% | 1.04% |
| MercadoLibre (MELI) | 0.97% | 0.98% |
| Mastercard (MA) | 0.75% | 0.98% |
| Build and Build (BNB) | 1.19% | 0.9% |
| Crocs (CROX) | 1.07% | 0.86% |
| Cardano (ADA) | 1.41% | 0.81% |
| American Express (AXP) | 0.56% | 0.76% |
| Cronos (CRO) | 1.41% | 0.74% |
| CNRL (CNQ) | 0.47% | 0.71% |
| JD.com (JD.US) | 0.86% | 0.68% |