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Portfolio Diversification
Range
Most Diversified
45 instruments
January 29, 2025
Least Diversified
0 instruments
February 2, 2025
Average
24.6 instruments
Most Consistent Holdings
Top 5
AAPL91.79%
GOOG91.79%
MSFT82.82%
AMZN82.82%
V82.82%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 24.97% | 0% | 54.7% | 1/28/2025 |
 Vanguard S&P 500 ETF (VOO) | 13.63% | 0% | 36.98% | 1/5/2026 |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 11.15% | 0% | 36.98% | 1/5/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 7.55% | 99.99% | 7.55% | - |
| Apple (AAPL) | 6.81% | 0% | 91.79% | 1/5/2026 |
| Alphabet (GOOG) | 6.39% | 0% | 91.79% | 1/5/2026 |
| Amazon (AMZN) | 3.92% | 0% | 82.82% | 1/5/2026 |
| Microsoft (MSFT) | 2.97% | 0% | 82.82% | 1/5/2026 |
 acetoandrea | 2.34% | 0% | 16.63% | 2/12/2024 |
 Spotify (SPOT) | 1.96% | 0% | 39.17% | 12/27/2024 |
 Vanguard Small-Cap ETF (VB) | 1.78% | 0% | 59.3% | 1/5/2026 |
 JPMorgan (JPM) | 1.58% | 0% | 39.17% | 12/27/2024 |
 MercadoLibre (MELI) | 1.41% | 0% | 42.34% | 12/27/2024 |
| Visa (V) | 1.34% | 0% | 82.82% | 1/5/2026 |
 Meta (META) | 0.95% | 0% | 62.91% | 1/5/2026 |
 Bitcoin (BTC) | 0.81% | 0% | 62.91% | 1/5/2026 |
 NVIDIA (NVDA) | 0.71% | 0% | 62.91% | 1/5/2026 |
 Disney (DIS) | 0.61% | 0% | 32.39% | 12/27/2024 |
 Shopify (SHOP) | 0.52% | 0% | 32.39% | 12/27/2024 |
 Mondelez (MDLZ) | 0.42% | 0% | 56.13% | 7/2/2025 |
 Qualcomm (QCOM) | 0.38% | 0% | 27.79% | 1/5/2026 |
 Walmart (WMT) | 0.38% | 0% | 22.76% | 9/9/2024 |
 PDD Holdings (PDD) | 0.34% | 0% | 16.3% | 1/5/2026 |
 Kinsale (KNSL) | 0.29% | 0% | 16.41% | 1/5/2026 |
 Cal-Maine Foods (CALM) | 0.28% | 0% | 16.41% | 1/5/2026 |
 Nestle (NESN.ZU) | 0.28% | 0% | 36.11% | 12/30/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.28% | 0% | 59.3% | 1/5/2026 |
 Vanguard Total International Stock ETF (VXUS) | 0.28% | 0% | 59.3% | 1/5/2026 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.27% | 0% | 37.09% | 1/5/2026 |
 Adobe (ADBE) | 0.26% | 0% | 30.2% | 1/5/2026 |
 Expedia (EXPE) | 0.24% | 0% | 49.34% | 1/5/2026 |
 Moody's (MCO) | 0.23% | 0% | 26.04% | 12/27/2024 |
 Organigram (OGI) | 0.23% | 0% | 46.28% | 7/2/2025 |
 AMD (AMD) | 0.21% | 0% | 58.97% | 1/5/2026 |
 Ethereum (ETH) | 0.2% | 0% | 37.86% | 1/5/2026 |
 PayPal (PYPL) | 0.2% | 0% | 49.34% | 1/5/2026 |
 Waste Management (WM) | 0.19% | 0% | 26.04% | 12/27/2024 |
 Caterpillar (CAT) | 0.13% | 0% | 29.1% | 7/2/2025 |
 Clean Harbors (CLH) | 0.13% | 0% | 14.11% | 9/9/2024 |
 EA (EA) | 0.13% | 0% | 14.11% | 9/9/2024 |
 Ecolab (ECL) | 0.12% | 0% | 14.11% | 9/9/2024 |
 Uber (UBER) | 0.12% | 0% | 14.11% | 9/9/2024 |
 Build and Build (BNB) | 0.11% | 0% | 37.64% | 1/5/2026 |
 Wise (WISE.L) | 0.11% | 0% | 36.98% | 1/6/2026 |
 XRP (XRP) | 0.08% | 0% | 37.86% | 1/5/2026 |
 Crowdstrike (CRWD) | 0.06% | 0% | 22.43% | 12/27/2024 |
 Lululemon (LULU) | 0.06% | 0% | 26.81% | 10/1/2025 |
 Clear (YOU) | 0.05% | 0% | 23.19% | 10/1/2025 |
 Solana (SOL) | 0.04% | 0% | 37.86% | 1/5/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.04% | 0% | 0.11% | 9/13/2023 |
 Merck (MRK) | 0.03% | 0% | 17.51% | 7/2/2025 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 14.66% | 8/1/2025 |
 IQVIA (IQV) | 0.03% | 0% | 24.4% | 10/1/2025 |
 DaVita (DVA) | 0.03% | 0% | 19.47% | 10/1/2025 |
 Exelixis (EXEL) | 0.03% | 0% | 16.41% | 10/1/2025 |
 United Therapeutics (UTHR) | 0.03% | 0% | 14.66% | 8/1/2025 |
 MPLX (MPLX) | 0.03% | 0% | 13.24% | 7/2/2025 |
 Builders FirstSource (BLDR) | 0.02% | 0% | 17.51% | 10/1/2025 |
 Medpace (MEDP) | 0.02% | 0% | 11.6% | 8/1/2025 |
 Cencora (COR) | 0.02% | 0% | 14.33% | 9/2/2025 |
 UHS (UHS) | 0.02% | 0% | 8.32% | 5/6/2025 |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 16.19% | 10/1/2025 |
 Catalyst Pharmaceuticals (CPRX) | 0.02% | 0% | 7% | 5/6/2025 |
 Cirrus Logic (CRUS) | 0.02% | 0% | 10.83% | 8/1/2025 |
 NVR (NVR) | 0.01% | 0% | 13.13% | 10/1/2025 |
 Laureate (LAUR) | 0.01% | 0% | 6.24% | 4/1/2025 |
 UnitedHealth (UNH) | 0.01% | 0% | 16.19% | 10/1/2025 |
 Gen Digital (GEN) | 0.01% | 0% | 6.24% | 4/1/2025 |
 Amgen (AMGN) | 0.01% | 0% | 13.13% | 10/1/2025 |
 Gilead Sciences (GILD) | 0.01% | 0% | 9.19% | 10/1/2025 |
 Hologic (HOLX) | 0.01% | 0% | 6.89% | 5/6/2025 |
 Option Care Health (OPCH) | 0.01% | 0% | 9.52% | 8/1/2025 |
 Raymond James (RJF) | 0.01% | 0% | 4.49% | 4/1/2025 |
 Energy Transfer (ET) | 0.01% | 0% | 4.38% | 3/3/2025 |
 Nike (NKE) | 0.01% | 0% | 6.24% | 7/2/2025 |
 Regeneron (REGN) | 0.01% | 0% | 6.78% | 6/2/2025 |
 Zebra (ZBRA) | 0.01% | 0% | 6.24% | 8/1/2025 |
 Fortune Brands (FBIN) | 0.01% | 0% | 6.24% | 7/2/2025 |
 Booz Allen (BAH) | 0.01% | 0% | 6.67% | 9/2/2025 |
 Carlisle (CSL) | 0.01% | 0% | 3.17% | 4/1/2025 |
 Chemed (CHE) | 0.01% | 0% | 6.67% | 10/1/2025 |
 TechnipFMC (FTI) | 0.01% | 0% | 3.17% | 4/1/2025 |
 Enterprise Products (EPD) | 0.01% | 0% | 3.17% | 4/1/2025 |
 Teradata (TDC) | 0.01% | 0% | 6.46% | 8/1/2025 |
 Hershey (HSY) | 0.01% | 0% | 3.06% | 3/3/2025 |
 Check Point (CHKP) | 0.01% | 0% | 6.67% | 10/1/2025 |
 Artisan Partners (APAM) | 0.01% | 0% | 3.17% | 4/1/2025 |
 W. R. Berkley (WRB.US) | 0.01% | 0% | 3.06% | 3/3/2025 |
 Jabil (JBL) | 0.01% | 0% | 3.06% | 3/3/2025 |
 Ameriprise (AMP.US) | 0.01% | 0% | 3.06% | 3/3/2025 |
 Cabot (CBT) | 0.01% | 0% | 2.95% | 3/3/2025 |
 Ingredion (INGR) | 0.01% | 0% | 3.06% | 3/3/2025 |
 Lantheus (LNTH) | 0.01% | 0% | 3.83% | 5/6/2025 |
 Las Vegas Sands (LVS) | 0.01% | 0% | 2.95% | 3/3/2025 |
 Belden (BDC) | 0.01% | 0% | 3.83% | 5/6/2025 |
 DocuSign (DOCU) | 0.01% | 0% | 3.83% | 5/6/2025 |
 Victoria's Secret (VSCO) | 0.01% | 0% | 3.06% | 3/3/2025 |
 Halozyme (HALO) | 0.01% | 0% | 3.83% | 5/6/2025 |
 ACADIA (ACAD) | 0.01% | 0% | 3.83% | 5/6/2025 |
 Gartner (IT) | 0.01% | 0% | 6.67% | 10/1/2025 |
 Sapiens (SPNS) | 0.01% | 0% | 3.5% | 9/2/2025 |
 ON Semiconductor (ON) | 0% | 0% | 2.95% | 6/2/2025 |
 Teradyne (TER) | 0% | 0% | 2.95% | 6/2/2025 |
 Best Buy (BBY) | 0% | 0% | 2.95% | 6/2/2025 |
 Target (TGT) | 0% | 0% | 2.95% | 6/2/2025 |
 Dollar General (DG.US) | 0% | 0% | 3.17% | 7/2/2025 |
 NewMarket (NEU) | 0% | 0% | 3.5% | 9/2/2025 |
 Payoneer (PAYO) | 0% | 0% | 3.72% | 9/4/2025 |
 NEXTracker (NXT.US) | 0% | 0% | 3.5% | 9/2/2025 |
 Qualys (QLYS) | 0% | 0% | 3.5% | 9/2/2025 |
 Tenet Healthcare (THC) | 0% | 0% | 2.95% | 10/1/2025 |
 TopBuild (BLD) | 0% | 0% | 2.95% | 10/1/2025 |
 IBM (IBM) | 0% | 0% | 1.31% | 2/3/2025 |
 Insight Enterprises (NSIT.US) | 0% | 0% | 1.31% | 2/3/2025 |
 Haemonetics (HAE) | 0% | 0% | 2.84% | 10/1/2025 |
 Acuity Brands (AYI) | 0% | 0% | 1.31% | 2/3/2025 |
 Herc Holdings (HRI) | 0% | 0% | 1.31% | 2/3/2025 |
 Lockheed Martin (LMT) | 0% | 0% | 1.31% | 2/3/2025 |
 Harmony Biosciences (HRMY) | 0% | 0% | 2.95% | 10/1/2025 |
 Axcelis (ACLS) | 0% | 0% | 1.31% | 2/3/2025 |
 Applied Materials (AMAT) | 0% | 0% | 1.31% | 2/3/2025 |
 Progress Software (PRGS) | 0% | 0% | 1.31% | 2/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 43.79% | 42.7% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 28.53% | 28.92% |
| Alphabet (GOOG) | 2.45% | 4.34% |
| Vanguard Small-Cap ETF (VB) | 2.82% | 2.47% |
| Apple (AAPL) | 1.82% | 2.37% |
| Amazon (AMZN) | 1.74% | 2.2% |
| Qualcomm (QCOM) | 2.08% | 2.1% |
| PDD Holdings (PDD) | 2.08% | 1.81% |
| Kinsale (KNSL) | 2.08% | 1.58% |
| Microsoft (MSFT) | 1.41% | 1.52% |
| Bitcoin (BTC) | 1.99% | 1.41% |
| Cal-Maine Foods (CALM) | 2.08% | 1.36% |
| Adobe (ADBE) | 1.56% | 1.34% |
| NVIDIA (NVDA) | 0.89% | 1.19% |
| Meta (META) | 0.78% | 0.86% |
| VanEck Vectors Semiconductor ETF (SMH) | 0.52% | 0.67% |
| Visa (V) | 0.52% | 0.62% |
| Expedia (EXPE) | 0.26% | 0.42% |
| Ethereum (ETH) | 0.49% | 0.38% |
| Vanguard FTSE All-World ex-US (VEU) | 0.26% | 0.28% |
| Vanguard Total International Stock ETF (VXUS) | 0.26% | 0.27% |
| AMD (AMD) | 0.26% | 0.27% |
| Build and Build (BNB) | 0.22% | 0.24% |
| Wise (WISE.L) | 0.26% | 0.18% |
| PayPal (PYPL) | 0.26% | 0.16% |
| XRP (XRP) | 0.24% | 0.11% |
| Solana (SOL) | 0.15% | 0.06% |
Cash & Instruments Over Time
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