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Portfolio Diversification
Range
Most Diversified
30 instruments
April 1, 2025
Least Diversified
8 instruments
May 2, 2023
Average
17.3 instruments
Most Consistent Holdings
Top 5
NVDA67.67%
AVGO61.18%
META55.02%
TSLA48.86%
AAPL37.62%
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) | 5.19% | 2.84% | 67.67% | - |
| Broadcom (AVGO) | 4.91% | 2.68% | 61.18% | - |
| Meta (META) | 3.86% | 3.02% | 55.02% | - |
 iShares TIPS Bond ETF (TIP) | 3.39% | 0% | 30.79% | 5/1/2023 |
 Crowdstrike (CRWD) | 2.86% | 0% | 31.59% | 7/31/2025 |
 iShares Gold Trust (IAU) | 2.61% | 0% | 30.79% | 5/1/2023 |
| Tesla (TSLA) | 2.6% | 2.8% | 48.86% | - |
 AMD (AMD) | 2.21% | 0% | 30.46% | 2/27/2026 |
 Zscaler (ZS) | 2.13% | 0% | 28.65% | 12/1/2025 |
 PDD Holdings (PDD) | 1.93% | 0% | 22.69% | 7/31/2024 |
 Palo Alto Networks (PANW) | 1.93% | 0% | 24.03% | 12/2/2024 |
 Micron (MU) | 1.67% | 3.08% | 28.98% | - |
 DoorDash (DASH.US) | 1.62% | 0% | 28.58% | 11/4/2025 |
 SPDR Gold (GLD) | 1.58% | 0% | 30.79% | 5/1/2023 |
 Netflix (NFLX) | 1.54% | 0% | 31.59% | 9/30/2025 |
 ProShares UltraPro QQQ (TQQQ) | 1.53% | 5.03% | 35.74% | - |
 MercadoLibre (MELI) | 1.38% | 0% | 24.3% | 9/30/2025 |
 Trade Desk (TTD) | 1.36% | 0% | 17.94% | 2/28/2025 |
| Apple (AAPL) | 1.35% | 2.88% | 37.62% | - |
 Gilead Sciences (GILD) | 1.35% | 3.26% | 27.84% | - |
 Alphabet (GOOG) | 1.28% | 6.3% | 27.38% | - |
 Lam Research (LRCX) | 1.25% | 2.79% | 20.55% | - |
 T-Mobile (TMUS) | 1.2% | 0% | 25.17% | 4/28/2025 |
 KLA (KLAC) | 1.11% | 3.51% | 20.82% | - |
 ASML (ASML) | 1.09% | 3.74% | 18.61% | - |
 Booking (BKNG) | 1.07% | 0% | 18.14% | 3/31/2025 |
 Amazon (AMZN) | 1.05% | 2.88% | 29.18% | - |
 Datadog (DDOG) | 1.03% | 0% | 16.27% | 1/2/2026 |
 Atlassian (TEAM) | 1.01% | 0% | 16.13% | 3/31/2025 |
 Adobe (ADBE) | 0.98% | 0% | 7.76% | 12/28/2023 |
 Intel (INTC) | 0.95% | 3.23% | 16.6% | - |
 AppLovin (APP) | 0.94% | 0% | 25.77% | 2/27/2026 |
 Microsoft (MSFT) | 0.93% | 2.45% | 25.44% | - |
 Palantir (PLTR) | 0.91% | 0% | 24.3% | 1/30/2026 |
 Align (ALGN) | 0.88% | 0% | 8.1% | 7/31/2023 |
 Applied Materials (AMAT) | 0.83% | 3.14% | 16.6% | - |
 Seagen Inc (SGEN) | 0.81% | 0% | 11.45% | 6/30/2023 |
 Lululemon (LULU) | 0.79% | 0% | 10.17% | 3/31/2025 |
 Intuitive Surgical (ISRG) | 0.77% | 0% | 14.06% | 2/28/2025 |
 Berkshire Hathaway (BRK.B) | 0.77% | 3.04% | 25.44% | - |
 Exelon (EXC) | 0.73% | 0% | 17.34% | 6/27/2025 |
 Biogen (BIIB) | 0.72% | 0% | 13.45% | 1/2/2026 |
 Marvell (MRVL) | 0.71% | 0% | 13.92% | 1/2/2026 |
 DexCom (DXCM) | 0.7% | 0% | 13.39% | 6/27/2025 |
 O'Reilly Auto (ORLY) | 0.7% | 0% | 15.26% | 6/27/2025 |
 Intuit (INTU) | 0.69% | 0% | 10.51% | 9/2/2025 |
 Costco (COST) | 0.67% | 0% | 13.59% | 5/30/2025 |
 Walmart (WMT) | 0.63% | 0% | 21.15% | 1/2/2026 |
 Warner Bros Discovery (WBD) | 0.63% | 3% | 18.81% | - |
 Axon (AXON) | 0.59% | 0% | 14.19% | 7/31/2025 |
 MicroStrategy (MSTR) | 0.58% | 0% | 14.52% | 9/2/2025 |
 Xcel Energy (XEL) | 0.57% | 0% | 13.92% | 1/31/2025 |
 IDEXX (IDXX) | 0.57% | 0% | 16.13% | 1/2/2026 |
 Monster Beverage (MNST) | 0.53% | 3.6% | 15.39% | - |
 Ross Stores (ROST) | 0.51% | 4.06% | 10.04% | - |
 Vertex (VRTX) | 0.51% | 0% | 13.45% | 8/1/2024 |
 Starbucks (SBUX) | 0.5% | 0% | 9.17% | 2/28/2025 |
 AEP (AEP) | 0.5% | 0% | 12.65% | 11/4/2024 |
 Fortinet (FTNT) | 0.5% | 0% | 11.98% | 5/30/2025 |
 Baker Hughes (BKR) | 0.5% | 3.09% | 12.65% | - |
 PayPal (PYPL) | 0.49% | 0% | 10.24% | 2/28/2025 |
 Cintas (CTAS) | 0.49% | 0% | 10.58% | 7/31/2025 |
 ARM (ARM) | 0.46% | 0% | 9.84% | 12/1/2025 |
 Dollar Tree (DLTR) | 0.45% | 0% | 14.06% | 9/1/2022 |
 KraneShares CSI China Internet (KWEB) | 0.43% | 0% | 4.82% | 3/14/2022 |
 Take-Two (TTWO) | 0.43% | 0% | 12.12% | 9/30/2025 |
 Regeneron (REGN) | 0.42% | 3.36% | 10.37% | - |
 Synopsys (SNPS) | 0.41% | 0% | 6.76% | 9/2/2025 |
 Coca-Cola Europacific (CCEP) | 0.39% | 0% | 12.45% | 9/2/2025 |
 Qualcomm (QCOM) | 0.38% | 0% | 7.83% | 7/31/2024 |
 AstraZeneca (AZN) | 0.37% | 0% | 9.37% | 1/30/2026 |
 EA (EA) | 0.36% | 0% | 10.44% | 2/27/2026 |
 Charter (CHTR) | 0.33% | 0% | 7.83% | 4/28/2025 |
 Amgen (AMGN) | 0.32% | 3.19% | 7.97% | - |
 Texas Instruments (TXN) | 0.32% | 0% | 6.29% | 11/4/2024 |
 Chevron (CVX) | 0.32% | 0% | 12.58% | 8/10/2022 |
 ExxonMobil (XOM) | 0.32% | 0% | 12.58% | 8/10/2022 |
 Cadence (CDNS) | 0.31% | 0% | 8.03% | 9/2/2025 |
 Analog Devices (ADI.US) | 0.29% | 3.85% | 6.76% | - |
 ConocoPhillips (COP) | 0.28% | 0% | 11.45% | 7/22/2022 |
 Shopify (SHOP) | 0.27% | 0% | 10.04% | 1/30/2026 |
 AbbVie (ABBV) | 0.26% | 0% | 10.71% | 8/10/2022 |
 ANSYS (ANSS) | 0.25% | 0% | 2.21% | 5/31/2023 |
 Workday (WDAY) | 0.25% | 0% | 2.01% | 6/30/2023 |
 Cisco (CSCO) | 0.24% | 0% | 6.02% | 4/28/2025 |
 Splunk Inc (SPLK) | 0.24% | 0% | 1.94% | 2/29/2024 |
 Eli Lilly (LLY) | 0.24% | 2.82% | 8.84% | - |
 Alphabet (GOOGL) | 0.23% | 0% | 1.81% | 9/29/2023 |
 ADP (ADP) | 0.23% | 0% | 4.89% | 1/31/2025 |
 Moderna (MRNA) | 0.21% | 0% | 1.87% | 6/28/2024 |
 Keurig Dr Pepper (KDP) | 0.21% | 0% | 4.35% | 11/4/2024 |
 Microchip (MCHP) | 0.2% | 0% | 6.36% | 9/30/2025 |
 Autodesk (ADSK) | 0.19% | 0% | 3.82% | 12/31/2024 |
 Bristol-Myers Squibb (BMY) | 0.17% | 0% | 6.76% | 8/10/2022 |
 Western Digital (WDC) | 0.16% | 3.54% | 4.28% | - |
 Illumina (ILMN) | 0.16% | 0% | 3.82% | 12/31/2024 |
 Seagate (STX.US) | 0.15% | 3.1% | 4.28% | - |
 Ford (F) | 0.15% | 0% | 5.96% | 3/31/2022 |
 Fastenal (FAST) | 0.14% | 0% | 4.08% | 9/30/2025 |
 CoStar (CSGP) | 0.14% | 0% | 4.35% | 9/2/2025 |
 Lockheed Martin (LMT) | 0.14% | 0% | 5.62% | 7/22/2022 |
 Kraft Heinz (KHC) | 0.12% | 0% | 2.14% | 5/31/2022 |
 Enphase (ENPH) | 0.11% | 0% | 2.07% | 1/31/2023 |
 Marriott (MAR) | 0.11% | 0% | 4.15% | 5/31/2022 |
 Insmed (INSM) | 0.11% | 0% | 3.75% | 2/27/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.11% | 0% | 3.48% | 7/22/2022 |
 iShares Silver Trust (SLV) | 0.11% | 0% | 9.44% | 3/31/2023 |
 Pfizer (PFE) | 0.1% | 0% | 3.95% | 2/28/2022 |
 Lucid (LCID) | 0.1% | 0% | 3.88% | 3/31/2022 |
 Diamondback (FANG) | 0.1% | 0% | 2.01% | 8/30/2024 |
 Lowe's (LOW) | 0.1% | 0% | 3.95% | 2/28/2022 |
 Altria (MO) | 0.1% | 0% | 4.15% | 6/30/2022 |
 CVS Health (CVS) | 0.09% | 0% | 3.88% | 3/31/2022 |
 Supermicro (SMCI) | 0.09% | 0% | 2.01% | 8/30/2024 |
 Xilinx Inc (XLNX) | 0.09% | 0% | 3.08% | 2/15/2022 |
 Monolithic Power Systems Inc (MPWR.RTH) | 0.09% | 3.33% | 2.41% | - |
 Copart (CPRT) | 0.07% | 0% | 2.14% | 5/30/2025 |
 Lumen (LUMN) | 0.07% | 0% | 7.23% | 4/19/2022 |
 Merck (MRK) | 0.06% | 0% | 2.61% | 8/10/2022 |
 Paychex (PAYX) | 0.06% | 0% | 1.94% | 4/29/2022 |
 Dow (DOW) | 0.05% | 0% | 2.14% | 5/31/2022 |
 Thermo Fisher (TMO) | 0.05% | 0% | 2.07% | 1/31/2022 |
 Southern Co (SO) | 0.05% | 0% | 2.01% | 6/30/2022 |
 Accenture (ACN) | 0.05% | 0% | 2.07% | 1/31/2022 |
 Union Pacific (UNP) | 0.04% | 0% | 1.94% | 4/29/2022 |
 AT&T (T) | 0.04% | 0% | 1.47% | 7/22/2022 |
 UnitedHealth (UNH) | 0.03% | 0% | 1.14% | 8/10/2022 |
 Old Dominion (ODFL) | 0.02% | 3.23% | 0.54% | - |
 CSX (CSX) | 0.02% | 3.15% | 0.54% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.42% | 7.84% |
| Broadcom (AVGO) | 6.5% | 7.19% |
| Apple (AAPL) | 7.08% | 6% |
| Micron (MU) | 2.53% | 4.78% |
| Lam Research (LRCX) | 2.85% | 4.14% |
| Warner Bros Discovery (WBD) | 3.4% | 4.12% |
| Intel (INTC) | 2.85% | 3.59% |
| Applied Materials (AMAT) | 3.4% | 3.51% |
| Regeneron (REGN) | 4.06% | 3.41% |
| EA (EA) | 4.06% | 3.38% |
| NVIDIA (NVDA) | 3.02% | 3.37% |
| Biogen (BIIB) | 4.06% | 3.33% |
| AppLovin (APP) | 2.85% | 3.3% |
| Tesla (TSLA) | 3.02% | 3.18% |
| KLA (KLAC) | 3.4% | 3.17% |
| ASML (ASML) | 3.4% | 3.1% |
| ProShares UltraPro QQQ (TQQQ) | 3.28% | 3.06% |
| Baker Hughes (BKR) | 4.07% | 3.04% |
| Microsoft (MSFT) | 3.02% | 2.9% |
| Walmart (WMT) | 3.03% | 2.85% |
| Shopify (SHOP) | 2.85% | 2.71% |
| Datadog (DDOG) | 3.4% | 2.69% |
| Marvell (MRVL) | 3.38% | 2.63% |
| AMD (AMD) | 2.62% | 2.63% |
| Berkshire Hathaway (BRK.B) | 3.02% | 2.6% |
| Amazon (AMZN) | 3.02% | 2.58% |
| IDEXX (IDXX) | 2.85% | 2.48% |
| Meta (META) | 2.52% | 2.38% |
Cash & Instruments Over Time
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