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Portfolio Diversification
Range
Most Diversified
27 instruments
July 3, 2024
Least Diversified
0 instruments
April 4, 2026
Average
19.3 instruments
Most Consistent Holdings
Top 5
GOOG99.83%
OXY99.83%
NFLX71.35%
0700.HK68.42%
BABA68.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 12.1% | 21.47% | 99.83% | - |
| Occidental (OXY) | 5.56% | 7.65% | 99.83% | - |
| Netflix (NFLX) | 5% | 0% | 71.35% | 5/14/2025 |
 Vanguard S&P 500 ETF (VOO) | 4.97% | 10.72% | 67.5% | - |
| Tencent (0700.HK) | 3.86% | 0% | 68.42% | 4/9/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 3.85% | 10.59% | 52.3% | - |
| Alibaba (BABA) | 3.71% | 0% | 68.34% | 4/8/2025 |
 BCE (BCE) | 2.37% | 0% | 36.51% | 11/5/2025 |
 Merck (MRK) | 2.28% | 0% | 35.25% | 10/27/2025 |
 Brookfield (BN.US) | 1.81% | 4.55% | 47.03% | - |
 Johnson & Johnson (JNJ) | 1.75% | 0% | 24.9% | 1/30/2025 |
 UnitedHealth (UNH) | 1.7% | 6.28% | 31.24% | - |
 Paycom (PAYC) | 1.63% | 1.74% | 37.93% | - |
 Nike (NKE) | 1.47% | 0% | 48.54% | 8/13/2024 |
 Microsoft (MSFT) | 1.29% | 3.67% | 42.52% | - |
 Lululemon (LULU) | 1.28% | 4.79% | 30.91% | - |
 GlaxoSmithKline (GSK) | 1.25% | 0% | 20.13% | 3/4/2025 |
 UPS (UPS) | 1.24% | 0% | 19.97% | 3/22/2024 |
 Aptiv (APTV) | 1.08% | 2.06% | 44.7% | - |
 Howard Hughes (HHH) | 1.02% | 1.51% | 56.98% | - |
 Skyworks (SWKS) | 0.98% | 2.52% | 34.42% | - |
 Capital One (COF) | 0.95% | 0% | 29.99% | 8/15/2024 |
 Deckers (DECK) | 0.91% | 7.47% | 14.54% | - |
 ASML (ASML) | 0.88% | 0% | 21.72% | 1/22/2026 |
 Amazon (AMZN) | 0.85% | 1.08% | 37.51% | - |
 AMD (AMD) | 0.84% | 0% | 26.4% | 6/16/2025 |
 Dollar General (DG.US) | 0.82% | 0% | 23.48% | 8/23/2024 |
 Bumble (BMBL) | 0.8% | 0% | 35.92% | 11/11/2025 |
 Boston Beer (SAM) | 0.79% | 2.5% | 36.17% | - |
 Bank of America (BAC) | 0.79% | 0% | 15.96% | 11/28/2023 |
 Concentrix (CNXC) | 0.76% | 0% | 21.47% | 1/27/2025 |
 Celsius (CELH) | 0.76% | 1.37% | 32.41% | - |
 Liberty Media (LSXMA) | 0.71% | 0% | 20.47% | 9/11/2024 |
 Liberty SiriusXM (LSXMK) | 0.69% | 0% | 19.8% | 9/11/2024 |
 Fox (FOXF) | 0.64% | 0% | 22.89% | 2/13/2025 |
 Salesforce (CRM) | 0.63% | 1.55% | 18.8% | - |
 Meta (META) | 0.54% | 0% | 9.77% | 5/1/2023 |
 Chubb (CB) | 0.53% | 0% | 27.15% | 4/8/2025 |
 Bristol-Myers Squibb (BMY) | 0.43% | 0% | 13.12% | 7/29/2024 |
 D.R. Horton (DHI) | 0.42% | 0% | 8.69% | 12/6/2023 |
 Wix (WIX) | 0.4% | 2.08% | 21.39% | - |
 Procter & Gamble (PG) | 0.4% | 0% | 5.1% | 12/14/2023 |
 Sprouts (SFM) | 0.34% | 2.62% | 13.37% | - |
 McDonald's (MCD) | 0.34% | 0% | 6.02% | 7/30/2024 |
 Icahn Enterprises (IEP) | 0.33% | 0% | 5.1% | 7/10/2023 |
 Atkore (ATKR) | 0.33% | 0% | 20.22% | 2/10/2025 |
 ExxonMobil (XOM) | 0.3% | 0% | 8.86% | 1/15/2025 |
 Tesla (TSLA) | 0.3% | 0% | 8.1% | 10/24/2024 |
 Warrior Met Coal (HCC) | 0.3% | 0% | 7.44% | 5/15/2024 |
 Enbridge (ENB) | 0.27% | 0% | 4.51% | 9/13/2023 |
 Ulta (ULTA) | 0.25% | 0% | 9.27% | 11/15/2024 |
 PayPal (PYPL) | 0.25% | 0% | 22.06% | 9/28/2023 |
 Lennar (LEN) | 0.25% | 1.11% | 19.88% | - |
 Target (TGT) | 0.25% | 0% | 13.12% | 8/11/2025 |
 Marathon Digital (MARA) | 0.24% | 0% | 14.54% | 11/14/2024 |
 Raytheon (RTX) | 0.22% | 0% | 5.51% | 10/6/2023 |
 Disney (DIS) | 0.22% | 0% | 4.43% | 8/11/2023 |
 Realty Income (O) | 0.22% | 0% | 4.01% | 11/17/2023 |
 Sanofi (SNY) | 0.19% | 0% | 5.6% | 1/6/2025 |
 TSMC (TSM) | 0.18% | 0% | 3.93% | 9/28/2023 |
 Oscar Health (OSCR) | 0.18% | 0% | 10.44% | 6/18/2025 |
 3M (MMM) | 0.16% | 0% | 4.09% | 6/16/2023 |
 Five Below (FIVE) | 0.16% | 0% | 5.68% | 12/9/2024 |
 Twilio (TWLO) | 0.16% | 0% | 6.27% | 5/1/2024 |
 NVIDIA (NVDA) | 0.15% | 0% | 4.18% | 8/29/2024 |
 Beam Therapeutics (BEAM) | 0.15% | 0% | 8.44% | 10/6/2023 |
 Freshpet (FRPT) | 0.15% | 0% | 9.52% | 7/16/2025 |
 Direxion Daily S&P 500 Bear 3X Shares (SPXS) | 0.14% | 0% | 5.51% | 8/28/2024 |
 Southern Copper (SCCO) | 0.14% | 0% | 8.44% | 6/27/2025 |
 Vornado (VNO) | 0.12% | 0% | 22.06% | 9/28/2023 |
 Roku (ROKU) | 0.12% | 0% | 5.6% | 12/2/2024 |
 Hims & Hers (HIMS) | 0.11% | 0% | 8.35% | 11/11/2025 |
 Amgen (AMGN) | 0.11% | 0% | 4.01% | 7/12/2023 |
 Carvana (CVNA) | 0.1% | 0% | 4.01% | 6/27/2024 |
 Cloudflare (NET) | 0.1% | 0% | 3.26% | 6/12/2024 |
 Crocs (CROX) | 0.1% | 1.94% | 6.27% | - |
 Abbott (ABT) | 0.09% | 0% | 2.92% | 11/3/2023 |
 Apple (AAPL) | 0.09% | 0% | 1.75% | 9/11/2024 |
 AbbVie (ABBV) | 0.09% | 0% | 2.92% | 7/25/2023 |
 Micron (MU) | 0.08% | 0% | 3.76% | 12/16/2024 |
 Walmart (WMT) | 0.08% | 0% | 2.51% | 12/28/2023 |
 Lam Research (LRCX) | 0.08% | 0% | 4.68% | 1/30/2025 |
 SK Growth Opportunities Co-A (BULL) | 0.08% | 0% | 7.6% | 8/4/2025 |
 Infosys (INFY) | 0.08% | 0% | 2.42% | 6/6/2024 |
 Crowdstrike (CRWD) | 0.08% | 0% | 3.26% | 8/30/2024 |
 Fastly (FSLY) | 0.08% | 0% | 3.93% | 4/3/2024 |
 Shell (SHEL.L) | 0.08% | 0% | 2.51% | 11/1/2024 |
 Applied Materials (AMAT) | 0.07% | 0% | 4.01% | 1/22/2025 |
 Arista (ANET) | 0.07% | 0% | 3.09% | 3/28/2025 |
 Fortinet (FTNT) | 0.07% | 0% | 1.34% | 8/31/2023 |
 Trade Desk (TTD) | 0.07% | 0% | 5.51% | 5/8/2025 |
 TC Energy (TRP) | 0.07% | 0% | 1.42% | 5/6/2024 |
 Bitcoin (BTC) | 0.07% | 0% | 4.43% | 4/8/2026 |
 East West Bancorp (EWBC) | 0.06% | 0% | 2.34% | 6/14/2023 |
 Toast (TOST) | 0.05% | 0% | 1.75% | 8/9/2023 |
 StoneCo (STNE) | 0.05% | 0% | 2.17% | 3/16/2023 |
 Pfizer (PFE) | 0.05% | 0% | 0.84% | 8/23/2023 |
 Albemarle (ALB) | 0.05% | 0% | 3.01% | 8/2/2024 |
 Shopify (SHOP) | 0.04% | 0% | 2.01% | 6/11/2024 |
 MercadoLibre (MELI) | 0.04% | 0% | 1.09% | 8/2/2024 |
 Edwards Lifesciences (EW) | 0.04% | 0% | 1.34% | 8/12/2024 |
 Lucid (LCID) | 0.04% | 0% | 1.75% | 6/30/2023 |
 Intellia (NTLA) | 0.04% | 0% | 2.84% | 1/16/2025 |
 Chevron (CVX) | 0.03% | 0% | 1.17% | 8/16/2024 |
 Stride (LRN) | 0.03% | 0% | 0.84% | 8/22/2024 |
 Unity (U) | 0.03% | 0% | 1.75% | 7/9/2024 |
 Archer Aviation (ACHR) | 0.03% | 0% | 0.5% | 8/27/2024 |
 Palantir (PLTR) | 0.03% | 0% | 0.5% | 8/17/2023 |
 Monolithic Power (MPWR) | 0.03% | 0% | 1.17% | 6/6/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.02% | 0% | 1.17% | 8/22/2024 |
 Shell (SHEL) | 0.02% | 0% | 1.25% | 10/31/2024 |
 Supermicro (SMCI) | 0.02% | 0% | 0.75% | 9/26/2024 |
 Boeing (BA) | 0.02% | 0% | 0.92% | 12/28/2023 |
 Eli Lilly (LLY) | 0.02% | 0% | 0.67% | 8/8/2024 |
 Charles Schwab (SCHW) | 0.02% | 0% | 0.33% | 4/17/2023 |
 PepsiCo (PEP) | 0.02% | 0% | 0.84% | 7/12/2024 |
 ADM (ADM) | 0.02% | 0% | 0.42% | 1/29/2024 |
 AstraZeneca (AZN) | 0.01% | 0% | 0.33% | 11/11/2024 |
 Sui (SUI) | 0.01% | 0% | 24.48% | 2/26/2026 |
 fuboTV (FUBO) | 0.01% | 0% | 1.42% | 1/6/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.01% | 0% | 0.17% | 1/30/2023 |
 Coca-Cola (KO) | 0.01% | 0% | 0.25% | 11/21/2024 |
 KalVista (KALV) | 0.01% | 0% | 0.67% | 7/15/2025 |
 Humana (HUM) | 0.01% | 0% | 0.42% | 10/11/2024 |
 Oracle (ORCL) | 0.01% | 0% | 0.5% | 12/18/2023 |
 Qualcomm (QCOM) | 0.01% | 0% | 0.42% | 6/5/2023 |
 Costco (COST) | 0.01% | 0% | 0.25% | 3/6/2023 |
 Direxion Daily Semiconductor Bear 3X Shares (SOXS) | 0.01% | 0% | 0.33% | 1/10/2024 |
 United States Oil Fund (USO) | 0.01% | 0% | 0.17% | 9/12/2024 |
 ARM (ARM) | 0.01% | 0% | 0.25% | 11/13/2023 |
 NVR (NVR) | 0.01% | 0% | 0.75% | 8/30/2023 |
 QuantumScape (QS) | 0.01% | 0% | 0.33% | 6/13/2023 |
 MongoDB (MDB) | 0.01% | 0% | 0.25% | 6/24/2024 |
 Seaport Entertainment Group In (SEG) | 0.01% | 0% | 7.94% | 11/6/2024 |
 Dormant Stock15534 (Drm.15534) | 0.01% | 0.4% | 1.5% | - |
 Bigbear.Ai (BBAI) | 0.01% | 0% | 0.42% | 1/17/2025 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.01% | 0% | 0.17% | 3/14/2025 |
 Novo-Nordisk (NVO) | 0% | 0% | 0.25% | 6/5/2025 |
 Weight Watchers (WW) | 0% | 0% | 0.08% | 4/20/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0% | 0% | 0.08% | 1/18/2023 |
 Wabtec (WAB) | 0% | 0% | 0.17% | 9/18/2024 |
 Gilead Sciences (GILD) | 0% | 0% | 0.08% | 2/6/2024 |
 AppLovin (APP) | 0% | 0% | 0.08% | 1/30/2025 |
 Wheaton Precious Metals (WPM) | 0% | 0% | 0.08% | 2/22/2024 |
 Domino's (DPZ) | 0% | 0% | 0.08% | 3/2/2023 |
 SunPower (SPWRQ) | 0% | 0% | 0.08% | 1/27/2023 |
 Nio (NIO) | 0% | 0% | 0.08% | 4/11/2023 |
 TransMedics (TMDX) | 0% | 0% | 0.08% | 10/29/2024 |
 CAVA (CAVA) | 0% | 0% | 0.08% | 8/29/2024 |
 Meituan (03690.HK) | 0% | 0% | 0.08% | 3/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 9.08% | 18.88% |
| Vanguard S&P 500 ETF (VOO) | 9.16% | 9.67% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 8.73% | 9.2% |
| Deckers (DECK) | 6.55% | 6.52% |
| UnitedHealth (UNH) | 7.24% | 5.61% |
| Lululemon (LULU) | 6.98% | 5.56% |
| ASML (ASML) | 4.36% | 5.43% |
| Occidental (OXY) | 8.33% | 5.22% |
| Brookfield (BN.US) | 4.36% | 4.2% |
| Sprouts (SFM) | 3.05% | 2.58% |
| Skyworks (SWKS) | 3.05% | 2.55% |
| Aptiv (APTV) | 2.18% | 2.41% |
| Microsoft (MSFT) | 2.18% | 2.18% |
| Boston Beer (SAM) | 2.62% | 1.85% |
| Celsius (CELH) | 2.18% | 1.79% |
| Howard Hughes (HHH) | 1.75% | 1.7% |
| Wix (WIX) | 2.18% | 1.42% |
| Lennar (LEN) | 1.75% | 1.11% |
| Amazon (AMZN) | 0.87% | 0.92% |
| Sui (SUI) | 0.09% | 0.03% |
Cash & Instruments Over Time
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