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Portfolio Diversification
Range
Most Diversified
31 instruments
December 31, 2024
Least Diversified
2 instruments
January 16, 2024
Average
14 instruments
Most Consistent Holdings
Top 5
NKE75.16%
LULU75.16%
MSFT64.28%
AAPL63.64%
GOOGL60.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 12, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 UnitedHealth (UNH) | 17% | 55.82% | 56.72% | - |
 Novo Nordisk (NOVO-B.CO) | 6.97% | 29.37% | 56.34% | - |
 BlackRock (BLK) | 5.21% | 0% | 23.18% | 10/11/2024 |
 Palo Alto Networks (PANW) | 4.94% | 0% | 50.83% | 6/3/2025 |
| Nike (NKE) | 4.24% | 0% | 75.16% | 11/3/2025 |
 Citi (C) | 3.27% | 0% | 52.75% | 5/30/2025 |
 Crowdstrike (CRWD) | 3.2% | 0% | 56.85% | 5/13/2025 |
| Alphabet (GOOGL) | 3.08% | 0% | 60.95% | 5/30/2025 |
 Manhattan Associates (MANH) | 2.98% | 0% | 47.89% | 11/3/2025 |
| Microsoft (MSFT) | 2.95% | 0% | 64.28% | 5/30/2025 |
| Apple (AAPL) | 2.89% | 0% | 63.64% | 5/30/2025 |
 BBVA (BBVA.MC) | 2.76% | 0% | 59.28% | 5/16/2025 |
 Zscaler (ZS) | 2.75% | 0% | 59.03% | 5/30/2025 |
 Elevance Health (ELV) | 2.74% | 0% | 24.71% | 1/27/2026 |
 ASML (ASML.NV) | 2.63% | 0% | 29.32% | 6/3/2025 |
 NVIDIA (NVDA) | 2.15% | 0% | 31.24% | 7/18/2025 |
| Lululemon (LULU) | 2.13% | 0% | 75.16% | 11/3/2025 |
 JPMorgan (JPM) | 2.1% | 0% | 23.18% | 10/11/2024 |
 Centene (CNC) | 2.09% | 0% | 24.84% | 1/28/2026 |
 Hims & Hers (HIMS) | 2.08% | 0% | 33.42% | 11/3/2025 |
 Adobe (ADBE) | 1.57% | 0% | 41.49% | 11/3/2025 |
 Micron (MU) | 1.21% | 0% | 21.38% | 6/3/2025 |
 MicroStrategy (MSTR) | 1.19% | 0% | 17.16% | 5/13/2025 |
 Ferrovial (FER.MC) | 1.14% | 0% | 12.29% | 4/29/2024 |
 Rigetti (RGTI) | 0.95% | 0% | 32.91% | 9/12/2025 |
 TSMC (TSM) | 0.9% | 0% | 23.05% | 6/16/2025 |
 Johnson & Johnson (JNJ) | 0.7% | 0% | 21.77% | 5/30/2025 |
 Meta (META) | 0.63% | 0% | 3.46% | 11/3/2025 |
 PayPal (PYPL) | 0.59% | 0% | 40.72% | 11/3/2025 |
 AMD (AMD) | 0.54% | 0% | 23.94% | 6/23/2025 |
 Intel (INTC) | 0.52% | 0% | 24.71% | 6/23/2025 |
 Uber (UBER) | 0.5% | 0% | 21.77% | 5/30/2025 |
 Molina (MOH) | 0.48% | 0% | 12.29% | 1/27/2026 |
 Celsius (CELH) | 0.48% | 0% | 18.69% | 5/13/2025 |
 D-Wave (QBTS) | 0.42% | 0% | 19.72% | 5/30/2025 |
 Crocs (CROX) | 0.42% | 0% | 19.59% | 10/17/2025 |
 Quantum-Si (QSI) | 0.37% | 0% | 39.18% | 11/3/2025 |
 Ionq (IONQ) | 0.24% | 0% | 18.18% | 5/30/2025 |
 LVMH (MC.PA) | 0.12% | 0% | 0.51% | 1/15/2024 |
 Palantir (PLTR) | 0.11% | 0% | 2.43% | 1/6/2025 |
 Eli Lilly (LLY) | 0.09% | 0% | 2.43% | 6/3/2025 |
 Levi's (LEVI) | 0.04% | 0% | 3.07% | 11/3/2025 |
 eToro Group LTD (ETOR) | 0.03% | 0% | 3.07% | 11/3/2025 |
 Baidu (BIDU) | 0.02% | 0% | 1.41% | 10/21/2025 |
 Reddit Inc (RDDT) | 0.02% | 0% | 0.38% | 3/25/2024 |
 e.l.f. (ELF) | 0.01% | 0% | 0.9% | 10/17/2025 |
 Fiserv (FISV) | 0.01% | 0% | 0.64% | 11/3/2025 |
 Beyond Meat (BYND) | 0.01% | 0% | 0.13% | 10/22/2025 |
 Dassault Systemes (DSY.PA) | 0.01% | 0% | 0.77% | 10/29/2025 |
 Ferrari (RACE) | 0% | 0% | 0.26% | 10/17/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 52.77% | 56.01% |
| Novo Nordisk (NOVO-B.CO) | 25.49% | 16.38% |
| Centene (CNC) | 8.29% | 11.43% |
| Elevance Health (ELV) | 8.82% | 10.3% |
| Molina (MOH) | 4.23% | 4.32% |
Cash & Instruments Over Time
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