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Portfolio Diversification
Range
Most Diversified
22 instruments
February 11, 2026
Least Diversified
0 instruments
April 4, 2026
Average
17.5 instruments
Most Consistent Holdings
Top 5
GOOG98.76%
NVO98.76%
V96.07%
MPWR96.07%
AAPL95.65%
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 |
|---|---|---|---|---|
 Caterpillar (CAT) | 8.88% | 11.56% | 88.82% | - |
| Monolithic Power (MPWR) | 8.24% | 8.65% | 96.07% | - |
 NVIDIA (NVDA) | 8.07% | 0% | 93.37% | 6/17/2026 |
| Novo-Nordisk (NVO) | 7.45% | 4.63% | 98.76% | - |
 Invesco QQQ (QQQ) | 7.29% | 0% | 75.36% | 4/15/2026 |
| Alphabet (GOOG) | 6.77% | 5.77% | 98.76% | - |
 Microsoft (MSFT) | 5.78% | 4.38% | 95.65% | - |
| Visa (V) | 5.15% | 4.59% | 96.07% | - |
 JPMorgan (JPM) | 4.9% | 0% | 67.7% | 6/4/2026 |
| Apple (AAPL) | 4.76% | 3.5% | 95.65% | - |
 Meta (META) | 4.44% | 0% | 83.64% | 5/13/2026 |
 Deckers (DECK) | 4.35% | 4.64% | 81.57% | - |
 Berkshire Hathaway (BRK.B) | 2.68% | 0% | 66.87% | 3/25/2026 |
 Progressive (PGR) | 2.38% | 1.86% | 81.16% | - |
 eToro Group LTD (ETOR) | 2.19% | 1.29% | 87.16% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 2.08% | 4.2% | 42.24% | - |
 DexCom (DXCM) | 1.92% | 4.78% | 44.93% | - |
 Lululemon (LULU) | 1.76% | 3.23% | 51.14% | - |
 ITT (ITT) | 1.48% | 2.38% | 51.35% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 1.16% | 5.49% | 21.74% | - |
 Futu (FUTU) | 1.05% | 2.72% | 44.93% | - |
 ACM Research (ACMR) | 1.02% | 9.68% | 15.94% | - |
 Medpace (MEDP) | 0.81% | 0% | 22.98% | 6/4/2026 |
 Interactive Brokers Group (IBKR) | 0.76% | 9.9% | 7.87% | - |
 Merck (MRK) | 0.74% | 0% | 20.08% | 7/17/2025 |
 Cal-Maine Foods (CALM) | 0.62% | 0% | 16.77% | 7/1/2025 |
 Bitcoin (BTC) | 0.36% | 0.52% | 84.27% | - |
 Vanguard S&P 500 ETF (VOO) | 0.28% | 4.57% | 7.04% | - |
 Ondas Inc (ONDS) | 0.04% | 0.34% | 9.11% | - |
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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