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Portfolio Diversification
Range
Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
November 14, 2025
Average
23.6 instruments
Most Consistent Holdings
Top 5
NVDA99.93%
COST99.93%
ENB99.93%
MSFT99.87%
GOOG73.43%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 13.95% | 13.02% | 99.93% | - |
| Costco (COST) | 7.43% | 10.48% | 99.93% | - |
| Microsoft (MSFT) | 7.32% | 3.76% | 99.87% | - |
| Enbridge (ENB) | 5.17% | 9.59% | 99.93% | - |
 Home Depot (HD) | 3.84% | 0% | 55.69% | 8/20/2025 |
| Alphabet (GOOG) | 3.5% | 1.99% | 73.43% | - |
 Realty Income (O) | 2.71% | 0% | 48.93% | 1/31/2024 |
 Adobe (ADBE) | 2.69% | 4.29% | 44.91% | - |
 JPMorgan (JPM) | 2.49% | 0% | 46.65% | 5/24/2024 |
 Micron (MU) | 2.43% | 5.28% | 38.82% | - |
 Caterpillar (CAT) | 2.36% | 0% | 53.48% | 4/9/2024 |
 Pfizer (PFE) | 2.26% | 4.03% | 58.77% | - |
 AMD (AMD) | 1.99% | 1.54% | 54.35% | - |
 Meta (META) | 1.79% | 8.91% | 26.37% | - |
 Amazon (AMZN) | 1.62% | 0% | 45.92% | 12/3/2024 |
 Broadcom (AVGO) | 1.55% | 5.04% | 33.2% | - |
 Chevron (CVX) | 1.52% | 0% | 27.91% | 10/17/2024 |
 Apple (AAPL) | 1.41% | 0% | 48.93% | 1/31/2024 |
 Enterprise Products (EPD) | 1.38% | 0% | 18.14% | 10/9/2024 |
 Crowdstrike (CRWD) | 1.18% | 0% | 19.41% | 5/7/2025 |
 Coca-Cola (KO) | 1.13% | 0% | 27.78% | 1/31/2024 |
 Qualcomm (QCOM) | 1.01% | 0% | 48.59% | 1/26/2024 |
 Veeva (VEEV) | 0.95% | 2.42% | 25.64% | - |
 Estee Lauder (EL) | 0.95% | 0% | 61.65% | 9/11/2024 |
 LVMH (MC.PA) | 0.92% | 2.68% | 32.06% | - |
 McDonald's (MCD) | 0.89% | 0% | 32.73% | 5/30/2023 |
 Salesforce (CRM) | 0.88% | 0% | 13.72% | 6/26/2025 |
 Marathon Petroleum (MPC) | 0.85% | 0% | 23.16% | 7/8/2025 |
 TSMC (TSM) | 0.85% | 0% | 36.95% | 10/30/2024 |
 STAG (STAG) | 0.8% | 0% | 36.95% | 8/1/2023 |
 D.R. Horton (DHI) | 0.78% | 0% | 25.97% | 10/28/2025 |
 Coinbase (COIN) | 0.74% | 0% | 19.14% | 12/17/2024 |
 RBI (QSR) | 0.74% | 0% | 20.75% | 11/21/2022 |
 Fortinet (FTNT) | 0.73% | 3.55% | 24.63% | - |
 Walgreens (WBA) | 0.72% | 0% | 43.64% | 11/13/2023 |
 American Tower (AMT) | 0.72% | 0% | 49.46% | 2/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.67% | 0% | 26.31% | 6/26/2025 |
 Johnson & Johnson (JNJ) | 0.64% | 4.13% | 21.55% | - |
 Eaton (ETN) | 0.64% | 0% | 32.8% | 5/31/2023 |
 Equinix (EQIX) | 0.62% | 0% | 32.73% | 5/30/2023 |
 Tesla (TSLA) | 0.62% | 2.53% | 25.84% | - |
 Palantir (PLTR) | 0.6% | 0% | 52.14% | 3/20/2024 |
 China Gas (00384.HK) | 0.58% | 0% | 34.07% | 11/13/2024 |
 Boeing (BA) | 0.58% | 0% | 16.53% | 7/10/2024 |
 Best Buy (BBY) | 0.55% | 0% | 43.64% | 11/13/2023 |
 PayPal (PYPL) | 0.53% | 0% | 29.18% | 1/11/2024 |
 Futu (FUTU) | 0.52% | 2.83% | 18.61% | - |
 Mastercard (MA) | 0.5% | 3.13% | 15.66% | - |
 Medical Properties Trust (MPT) | 0.47% | 0% | 43.64% | 11/13/2023 |
 Tyson Foods (TSN) | 0.44% | 0% | 12.18% | 1/5/2026 |
 Lululemon (LULU) | 0.38% | 0% | 8.63% | 9/4/2025 |
 Simon (SPG) | 0.37% | 0% | 6.96% | 12/22/2025 |
 Eli Lilly (LLY) | 0.36% | 0% | 8.1% | 6/24/2025 |
 Novo-Nordisk (NVO) | 0.36% | 0% | 25.97% | 7/30/2025 |
 Philip Morris (PM) | 0.36% | 0% | 12.99% | 12/6/2023 |
 West Pharma (WST) | 0.36% | 0% | 12.32% | 8/5/2025 |
 Alibaba (BABA) | 0.35% | 0% | 43.64% | 11/13/2023 |
 Dollar General (DG.US) | 0.35% | 0% | 5.56% | 7/25/2024 |
 Extra Space (EXR) | 0.33% | 0% | 4.42% | 11/17/2023 |
 Medtronic (MDT.US) | 0.33% | 0% | 17.74% | 11/24/2025 |
 Toll Brothers (TOL) | 0.28% | 0% | 10.71% | 2/25/2026 |
 Unity (U) | 0.27% | 0% | 29.32% | 2/6/2024 |
 BHP (BHP) | 0.22% | 0% | 11.38% | 8/20/2025 |
 UnitedHealth (UNH) | 0.22% | 2.31% | 5.69% | - |
 Occidental (OXY) | 0.2% | 0% | 2.34% | 5/29/2024 |
 Starbucks (SBUX) | 0.19% | 0% | 7.63% | 4/25/2022 |
 CubeSmart (CUBE) | 0.19% | 0% | 5.62% | 9/6/2024 |
 Bank of America (BAC) | 0.17% | 0% | 7.56% | 1/10/2024 |
 Airbus (AIR.PA) | 0.15% | 0% | 6.49% | 5/22/2025 |
 Block Inc. (XYZ) | 0.14% | 0% | 28.31% | 3/24/2023 |
 Netflix (NFLX) | 0.14% | 3.76% | 4.28% | - |
 Applied Materials (AMAT) | 0.12% | 0% | 3.82% | 5/29/2024 |
 Autodesk (ADSK) | 0.12% | 0% | 3.41% | 9/4/2024 |
 Xinyi Solar (0968.HK) | 0.11% | 0% | 13.05% | 11/13/2024 |
 Marvell (MRVL) | 0.1% | 0% | 4.08% | 11/7/2024 |
 Chubb (CB) | 0.1% | 0% | 9.17% | 6/24/2025 |
 Ulta (ULTA) | 0.1% | 0% | 2.01% | 12/12/2024 |
 Public Storage (PSA) | 0.09% | 0% | 5.42% | 3/23/2022 |
 Palo Alto Networks (PANW) | 0.09% | 0% | 2.74% | 8/21/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.08% | 0% | 1.34% | 2/27/2024 |
 Pool Corp. (POOL) | 0.08% | 0% | 1.2% | 5/14/2024 |
 Devon Energy (DVN) | 0.08% | 0% | 2.14% | 1/8/2024 |
 Carnival (CCL) | 0.07% | 0% | 2.88% | 2/14/2024 |
 3M (MMM) | 0.07% | 0% | 1.94% | 2/14/2024 |
 SPDR Gold (GLD) | 0.07% | 0% | 2.81% | 11/22/2023 |
 Domino's (DPZ) | 0.05% | 0% | 1% | 12/5/2023 |
 DraftKings (DKNG) | 0.04% | 0% | 1.2% | 3/4/2024 |
 Synopsys (SNPS) | 0.04% | 0% | 0.8% | 3/4/2024 |
 PepsiCo (PEP) | 0.03% | 0% | 1.87% | 3/7/2024 |
 EA (EA) | 0.03% | 0% | 0.8% | 3/20/2024 |
 Citi (C) | 0.03% | 0% | 1.34% | 1/31/2024 |
 Visa (V) | 0.03% | 0% | 0.4% | 4/25/2024 |
 ON Semiconductor (ON) | 0.03% | 0% | 0.6% | 12/20/2023 |
 Walmart (WMT) | 0.02% | 0% | 0.47% | 2/21/2024 |
 Las Vegas Sands (LVS) | 0.02% | 0% | 1.2% | 1/18/2022 |
 Lamb Weston (LW) | 0.02% | 0% | 0.47% | 1/11/2024 |
 Clorox (CLX) | 0.02% | 0% | 0.94% | 9/20/2024 |
 Airbnb (ABNB) | 0.02% | 0% | 0.47% | 2/14/2024 |
 Deere (DE) | 0.02% | 0% | 0.67% | 5/22/2024 |
 Disney (DIS) | 0.02% | 0% | 0.4% | 11/19/2024 |
 Freeport-McMoRan (FCX) | 0.01% | 0% | 0.8% | 1/12/2022 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.94% | 1/14/2022 |
 Kohl's (KSS) | 0.01% | 0% | 0.27% | 5/29/2024 |
 ConAgra (CAG) | 0.01% | 0% | 0.27% | 1/8/2024 |
 VF Corp (VFC) | 0.01% | 0% | 0.13% | 10/30/2024 |
 Roku (ROKU) | 0.01% | 0% | 0.2% | 2/11/2025 |
 Enphase (ENPH) | 0% | 0% | 0.13% | 2/7/2024 |
 Roche (ROG.ZU) | 0% | 0% | 0.07% | 3/1/2024 |
 Lowe's (LOW) | 0% | 0% | 0.07% | 1/9/2024 |
 BlackBerry (BB) | 0% | 0% | 0.07% | 5/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.49% | 13.54% |
| Meta (META) | 11.96% | 10.7% |
| Costco (COST) | 9.3% | 8.97% |
| Enbridge (ENB) | 7.59% | 8.41% |
| Tyson Foods (TSN) | 5.48% | 5.59% |
| Adobe (ADBE) | 8.59% | 5.24% |
| Broadcom (AVGO) | 3.12% | 5.23% |
| Microsoft (MSFT) | 4.31% | 4.41% |
| Pfizer (PFE) | 4.89% | 3.68% |
| Johnson & Johnson (JNJ) | 2.94% | 3.53% |
| LVMH (MC.PA) | 2.94% | 3.42% |
| Mastercard (MA) | 3.91% | 3.4% |
| Fortinet (FTNT) | 4.11% | 3.34% |
| Futu (FUTU) | 3.91% | 3.21% |
| Tesla (TSLA) | 2.23% | 2.85% |
| Veeva (VEEV) | 3.91% | 2.74% |
| Toll Brothers (TOL) | 2.94% | 2.53% |
| Alphabet (GOOG) | 2.35% | 2.08% |
| AMD (AMD) | 2.03% | 1.7% |
Cash & Instruments Over Time
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