Portfolio Diversification
Range
Most Diversified
30 instruments
April 1, 2025
Least Diversified
8 instruments
May 2, 2023
Average
14.9 instruments
Most Consistent Holdings
Top 5
NVDA60.44%
AVGO52.5%
META44.96%
GLD37.67%
TIP37.67%
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) | 5.29% | 3.1% | 60.44% | - |
| Broadcom (AVGO) | 4.69% | 7.5% | 52.5% | - |
| iShares TIPS Bond ETF (TIP) | 4.15% | 0% | 37.67% | 5/1/2023 |
| Meta (META) | 3.94% | 6.2% | 44.96% | - |
 Crowdstrike (CRWD) | 3.33% | 3.87% | 34.23% | - |
 iShares Gold Trust (IAU) | 3.2% | 0% | 37.67% | 5/1/2023 |
 PDD Holdings (PDD) | 2.37% | 0% | 27.76% | 7/31/2024 |
 Palo Alto Networks (PANW) | 2.36% | 0% | 29.4% | 12/2/2024 |
 Tesla (TSLA) | 2.24% | 2.53% | 37.43% | - |
 AMD (AMD) | 2.19% | 0% | 19.98% | 5/31/2024 |
 Zscaler (ZS) | 2.09% | 3.94% | 20.56% | - |
| SPDR Gold (GLD) | 1.93% | 0% | 37.67% | 5/1/2023 |
 Netflix (NFLX) | 1.68% | 3.27% | 31.94% | - |
 Trade Desk (TTD) | 1.66% | 0% | 21.95% | 2/28/2025 |
 DoorDash (DASH.US) | 1.55% | 3.77% | 22.69% | - |
 Gilead Sciences (GILD) | 1.48% | 3.65% | 28.99% | - |
 T-Mobile (TMUS) | 1.46% | 0% | 30.79% | 4/28/2025 |
 MercadoLibre (MELI) | 1.44% | 2.79% | 20.31% | - |
 Booking (BKNG) | 1.31% | 0% | 22.19% | 3/31/2025 |
 Micron (MU) | 1.31% | 0% | 14.74% | 8/30/2024 |
 Atlassian (TEAM) | 1.23% | 0% | 19.74% | 3/31/2025 |
 Adobe (ADBE) | 1.2% | 0% | 9.5% | 12/28/2023 |
 Align (ALGN) | 1.08% | 0% | 9.91% | 7/31/2023 |
 Datadog (DDOG) | 1.01% | 0% | 12.2% | 5/31/2024 |
 ProShares UltraPro QQQ (TQQQ) | 1.01% | 1.05% | 21.38% | - |
 Seagen Inc (SGEN) | 0.99% | 0% | 14% | 6/30/2023 |
 Lululemon (LULU) | 0.96% | 0% | 12.45% | 3/31/2025 |
 Intuitive Surgical (ISRG) | 0.94% | 0% | 17.2% | 2/28/2025 |
 Apple (AAPL) | 0.9% | 2.51% | 23.67% | - |
 ASML (ASML) | 0.9% | 0% | 9.83% | 7/31/2024 |
 Lam Research (LRCX) | 0.87% | 0% | 7.13% | 5/31/2024 |
 Exelon (EXC) | 0.85% | 2.41% | 19.57% | - |
 Costco (COST) | 0.82% | 0% | 16.63% | 5/30/2025 |
 DexCom (DXCM) | 0.81% | 2.91% | 14.74% | - |
 O'Reilly Auto (ORLY) | 0.8% | 3.4% | 17.04% | - |
 Biogen (BIIB) | 0.79% | 0% | 13.84% | 3/31/2023 |
 KLA (KLAC) | 0.78% | 3.12% | 8.11% | - |
 Marvell (MRVL) | 0.74% | 0% | 12.2% | 2/28/2025 |
 Xcel Energy (XEL) | 0.7% | 0% | 17.04% | 1/31/2025 |
 Amazon (AMZN) | 0.65% | 2.89% | 13.35% | - |
 Intuit (INTU) | 0.65% | 2.97% | 5.73% | - |
 AppLovin (APP) | 0.63% | 4.73% | 15.32% | - |
 Vertex (VRTX) | 0.62% | 0% | 16.46% | 8/1/2024 |
 Starbucks (SBUX) | 0.61% | 0% | 11.22% | 2/28/2025 |
 AEP (AEP) | 0.61% | 0% | 15.48% | 11/4/2024 |
 Fortinet (FTNT) | 0.61% | 0% | 14.66% | 5/30/2025 |
 Intel (INTC) | 0.61% | 0% | 5.08% | 1/31/2024 |
 PayPal (PYPL) | 0.6% | 0% | 12.53% | 2/28/2025 |
 Axon (AXON) | 0.55% | 4.02% | 12.94% | - |
 Dollar Tree (DLTR) | 0.55% | 0% | 17.2% | 9/1/2022 |
 Applied Materials (AMAT) | 0.54% | 0% | 7.37% | 8/30/2024 |
 Palantir (PLTR) | 0.54% | 3.5% | 12.94% | - |
 MicroStrategy (MSTR) | 0.53% | 0% | 12.29% | 5/30/2025 |
 KraneShares CSI China Internet (KWEB) | 0.53% | 0% | 5.9% | 3/14/2022 |
 Cintas (CTAS) | 0.51% | 0% | 10.16% | 12/31/2024 |
 Baker Hughes (BKR) | 0.5% | 0% | 12.2% | 4/28/2025 |
 Qualcomm (QCOM) | 0.47% | 0% | 9.58% | 7/31/2024 |
 Ross Stores (ROST) | 0.44% | 0% | 7.04% | 2/28/2023 |
 ARM (ARM) | 0.42% | 0% | 7.04% | 12/2/2024 |
 Synopsys (SNPS) | 0.42% | 0% | 5.57% | 11/30/2023 |
 Charter (CHTR) | 0.41% | 0% | 9.58% | 4/28/2025 |
 Texas Instruments (TXN) | 0.39% | 0% | 7.7% | 11/4/2024 |
 Chevron (CVX) | 0.39% | 0% | 15.4% | 8/10/2022 |
 ExxonMobil (XOM) | 0.39% | 0% | 15.4% | 8/10/2022 |
 AstraZeneca (AZN) | 0.38% | 0% | 9.17% | 9/30/2024 |
 Amgen (AMGN) | 0.38% | 0% | 9.09% | 9/30/2024 |
 Alphabet (GOOG) | 0.37% | 2.85% | 11.14% | - |
 ConocoPhillips (COP) | 0.35% | 0% | 14% | 7/22/2022 |
 AbbVie (ABBV) | 0.31% | 0% | 13.1% | 8/10/2022 |
 Berkshire Hathaway (BRK.B) | 0.31% | 3.09% | 8.76% | - |
 ANSYS (ANSS) | 0.31% | 0% | 2.7% | 5/31/2023 |
 Monster Beverage (MNST) | 0.31% | 2.8% | 9.25% | - |
 IDEXX (IDXX) | 0.31% | 2.96% | 5.32% | - |
 Take-Two (TTWO) | 0.3% | 3.62% | 8.11% | - |
 Workday (WDAY) | 0.3% | 0% | 2.46% | 6/30/2023 |
 Cisco (CSCO) | 0.3% | 0% | 7.37% | 4/28/2025 |
 Splunk Inc (SPLK) | 0.29% | 0% | 2.38% | 2/29/2024 |
 Cadence (CDNS) | 0.29% | 0% | 7.13% | 10/31/2022 |
 Microsoft (MSFT) | 0.29% | 3.42% | 8.76% | - |
 Alphabet (GOOGL) | 0.29% | 0% | 2.21% | 9/29/2023 |
 Coca-Cola Europacific (CCEP) | 0.28% | 2.74% | 8.11% | - |
 Walmart (WMT) | 0.28% | 3.02% | 8.76% | - |
 ADP (ADP) | 0.28% | 0% | 5.98% | 1/31/2025 |
 Warner Bros Discovery (WBD) | 0.27% | 0% | 7.37% | 4/28/2025 |
 Regeneron (REGN) | 0.26% | 0% | 4.83% | 9/30/2024 |
 Moderna (MRNA) | 0.26% | 0% | 2.29% | 6/28/2024 |
 Keurig Dr Pepper (KDP) | 0.25% | 0% | 5.32% | 11/4/2024 |
 Analog Devices (ADI) | 0.25% | 0% | 5.32% | 11/4/2024 |
 Autodesk (ADSK) | 0.23% | 0% | 4.67% | 12/31/2024 |
 Bristol-Myers Squibb (BMY) | 0.21% | 0% | 8.27% | 8/10/2022 |
 Illumina (ILMN) | 0.2% | 0% | 4.67% | 12/31/2024 |
 Ford (F) | 0.18% | 0% | 7.29% | 3/31/2022 |
 Lockheed Martin (LMT) | 0.17% | 0% | 6.88% | 7/22/2022 |
 Kraft Heinz (KHC) | 0.14% | 0% | 2.62% | 5/31/2022 |
 Eli Lilly (LLY) | 0.14% | 0% | 5.57% | 8/10/2022 |
 Enphase (ENPH) | 0.14% | 0% | 2.54% | 1/31/2023 |
 Marriott (MAR) | 0.14% | 0% | 5.08% | 5/31/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.14% | 0% | 4.26% | 7/22/2022 |
 iShares Silver Trust (SLV) | 0.13% | 0% | 11.55% | 3/31/2023 |
 Pfizer (PFE) | 0.13% | 0% | 4.83% | 2/28/2022 |
 Lucid (LCID) | 0.12% | 0% | 4.75% | 3/31/2022 |
 Diamondback (FANG) | 0.12% | 0% | 2.46% | 8/30/2024 |
 Lowe's (LOW) | 0.12% | 0% | 4.83% | 2/28/2022 |
 Altria (MO) | 0.12% | 0% | 5.08% | 6/30/2022 |
 CVS Health (CVS) | 0.11% | 0% | 4.75% | 3/31/2022 |
 Supermicro (SMCI) | 0.11% | 0% | 2.46% | 8/30/2024 |
 Xilinx Inc (XLNX) | 0.11% | 0% | 3.77% | 2/15/2022 |
 Copart (CPRT) | 0.09% | 0% | 2.62% | 5/30/2025 |
 CoStar (CSGP) | 0.08% | 0% | 2.62% | 5/30/2025 |
 Lumen (LUMN) | 0.08% | 0% | 8.85% | 4/19/2022 |
 Merck (MRK) | 0.08% | 0% | 3.19% | 8/10/2022 |
 Paychex (PAYX) | 0.07% | 0% | 2.38% | 4/29/2022 |
 Dow (DOW) | 0.07% | 0% | 2.62% | 5/31/2022 |
 Thermo Fisher (TMO) | 0.06% | 0% | 2.54% | 1/31/2022 |
 Southern Co (SO) | 0.06% | 0% | 2.46% | 6/30/2022 |
 Accenture (ACN) | 0.06% | 0% | 2.54% | 1/31/2022 |
 Union Pacific (UNP) | 0.05% | 0% | 2.38% | 4/29/2022 |
 AT&T (T) | 0.04% | 0% | 1.8% | 7/22/2022 |
 UnitedHealth (UNH) | 0.03% | 0% | 1.39% | 8/10/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Netflix (NFLX) | 4.76% | 5.77% |
| Booking (BKNG) | 4.76% | 5.4% |
| Atlassian (TEAM) | 5.04% | 5.36% |
| T-Mobile (TMUS) | 4.75% | 5.11% |
| Cisco (CSCO) | 5.17% | 5% |
| Lululemon (LULU) | 5.17% | 4.99% |
| ADP (ADP) | 5.17% | 4.99% |
| Gilead Sciences (GILD) | 5.04% | 4.99% |
| Warner Bros Discovery (WBD) | 5.17% | 4.97% |
| Marvell (MRVL) | 5.17% | 4.95% |
| Axon (AXON) | 5.17% | 4.92% |
| Fortinet (FTNT) | 5.17% | 4.92% |
| PayPal (PYPL) | 5.17% | 4.9% |
| Palantir (PLTR) | 5.17% | 4.89% |
| Broadcom (AVGO) | 5.17% | 4.89% |
| Tesla (TSLA) | 3.25% | 4.89% |
| MicroStrategy (MSTR) | 5.17% | 4.87% |
| AppLovin (APP) | 5.18% | 4.75% |
| DoorDash (DASH.US) | 5.17% | 4.73% |
| Xcel Energy (XEL) | 5.17% | 4.71% |