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Portfolio Diversification
Range
Most Diversified
22 instruments
February 11, 2026
Least Diversified
0 instruments
April 4, 2026
Average
17.2 instruments
Most Consistent Holdings
Top 5
GOOG99.31%
NVO99.31%
NVDA99.08%
V96.3%
MPWR96.3%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 20, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 8.73% | 5.61% | 99.08% | - |
 Caterpillar (CAT) | 8.61% | 11.59% | 88.22% | - |
| Monolithic Power (MPWR) | 8.17% | 10.6% | 96.3% | - |
 Invesco QQQ (QQQ) | 8.13% | 0% | 84.06% | 4/15/2026 |
| Novo-Nordisk (NVO) | 7.83% | 4.5% | 99.31% | - |
| Alphabet (GOOG) | 6.98% | 5.05% | 99.31% | - |
 Microsoft (MSFT) | 5.95% | 5.05% | 95.84% | - |
 JPMorgan (JPM) | 5.37% | 5.18% | 73.44% | - |
| Visa (V) | 5.26% | 4.53% | 96.3% | - |
 Meta (META) | 4.95% | 0% | 93.3% | 5/13/2026 |
 Apple (AAPL) | 4.94% | 3.65% | 95.84% | - |
 Deckers (DECK) | 4.33% | 4.94% | 80.14% | - |
 Berkshire Hathaway (BRK.B) | 2.99% | 0% | 74.6% | 3/25/2026 |
 Progressive (PGR) | 2.46% | 1.79% | 79.68% | - |
 eToro Group LTD (ETOR) | 2.3% | 1.47% | 86.37% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 1.84% | 4.93% | 36.26% | - |
 DexCom (DXCM) | 1.63% | 4.94% | 39.26% | - |
 Lululemon (LULU) | 1.6% | 3.72% | 46.19% | - |
 ITT (ITT) | 1.39% | 2.53% | 46.42% | - |
 Futu (FUTU) | 0.88% | 2.65% | 39.26% | - |
 Merck (MRK) | 0.83% | 0% | 22.4% | 7/17/2025 |
 Medpace (MEDP) | 0.81% | 4.26% | 23.56% | - |
 Cal-Maine Foods (CALM) | 0.69% | 0% | 18.71% | 7/1/2025 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 0.69% | 5.78% | 13.39% | - |
 Bitcoin (BTC) | 0.35% | 0.66% | 83.14% | - |
 ACM Research (ACMR) | 0.23% | 5.93% | 6.93% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Caterpillar (CAT) | 7.24% | 10.01% |
| Invesco QQQ (QQQ) | 7.24% | 8.13% |
| Monolithic Power (MPWR) | 7.24% | 8.02% |
| JPMorgan (JPM) | 7.24% | 7.22% |
| Novo-Nordisk (NVO) | 8.7% | 6.75% |
| NVIDIA (NVDA) | 5.71% | 6.44% |
| Visa (V) | 7.24% | 6.41% |
| Deckers (DECK) | 7.24% | 6.36% |
| Alphabet (GOOG) | 3.29% | 5.54% |
| WisdomTree Core Physical Gold (WGLD.L) | 5.43% | 4.74% |
| Apple (AAPL) | 3.62% | 4.26% |
| Microsoft (MSFT) | 3.62% | 4.11% |
| Lululemon (LULU) | 3.62% | 4.01% |
| Meta (META) | 3.62% | 3.66% |
| Berkshire Hathaway (BRK.B) | 3.62% | 3.13% |
| ITT (ITT) | 3.62% | 2.98% |
| Progressive (PGR) | 3.62% | 2.71% |
| eToro Group LTD (ETOR) | 3.62% | 1.67% |
| DexCom (DXCM) | 1.81% | 1.63% |
| Futu (FUTU) | 1.81% | 1.52% |
| Bitcoin (BTC) | 0.27% | 0.19% |
Cash & Instruments Over Time
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