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Portfolio Diversification
Range
Most Diversified
30 instruments
April 1, 2025
Least Diversified
8 instruments
May 2, 2023
Average
17 instruments
Most Consistent Holdings
Top 5
NVDA66.67%
AVGO59.97%
META53.62%
TSLA47.27%
AAPL35.68%
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) | 5.27% | 2.75% | 66.67% | - |
| Broadcom (AVGO) | 4.99% | 2.61% | 59.97% | - |
| Meta (META) | 3.88% | 2.72% | 53.62% | - |
 iShares TIPS Bond ETF (TIP) | 3.5% | 0% | 31.75% | 5/1/2023 |
 Crowdstrike (CRWD) | 2.95% | 0% | 32.57% | 7/31/2025 |
 iShares Gold Trust (IAU) | 2.7% | 0% | 31.75% | 5/1/2023 |
| Tesla (TSLA) | 2.52% | 6% | 47.27% | - |
 AMD (AMD) | 2.21% | 2.74% | 28.85% | - |
 Zscaler (ZS) | 2.2% | 0% | 29.54% | 12/1/2025 |
 PDD Holdings (PDD) | 1.99% | 0% | 23.4% | 7/31/2024 |
 Palo Alto Networks (PANW) | 1.99% | 0% | 24.78% | 12/2/2024 |
 DoorDash (DASH.US) | 1.67% | 0% | 29.47% | 11/4/2025 |
 SPDR Gold (GLD) | 1.63% | 0% | 31.75% | 5/1/2023 |
 Micron (MU) | 1.62% | 3.82% | 26.78% | - |
 Netflix (NFLX) | 1.59% | 0% | 32.57% | 9/30/2025 |
 ProShares UltraPro QQQ (TQQQ) | 1.46% | 3.9% | 33.75% | - |
 MercadoLibre (MELI) | 1.42% | 0% | 25.05% | 9/30/2025 |
 Trade Desk (TTD) | 1.4% | 0% | 18.5% | 2/28/2025 |
 Gilead Sciences (GILD) | 1.37% | 0% | 28.16% | 7/31/2025 |
| Apple (AAPL) | 1.29% | 5.48% | 35.68% | - |
 T-Mobile (TMUS) | 1.23% | 0% | 25.95% | 4/28/2025 |
 Lam Research (LRCX) | 1.17% | 3.96% | 18.08% | - |
 Alphabet (GOOG) | 1.12% | 6.51% | 25.12% | - |
 Booking (BKNG) | 1.11% | 0% | 18.7% | 3/31/2025 |
 Datadog (DDOG) | 1.06% | 0% | 16.77% | 1/2/2026 |
 Atlassian (TEAM) | 1.04% | 0% | 16.63% | 3/31/2025 |
 KLA (KLAC) | 1.03% | 3.75% | 18.36% | - |
 Adobe (ADBE) | 1.01% | 0% | 8.01% | 12/28/2023 |
 ASML (ASML) | 1% | 3.7% | 16.08% | - |
 Amazon (AMZN) | 0.99% | 3% | 26.98% | - |
 Palantir (PLTR) | 0.92% | 3.26% | 24.43% | - |
 Align (ALGN) | 0.91% | 0% | 8.35% | 7/31/2023 |
 AppLovin (APP) | 0.89% | 2.65% | 24.02% | - |
 Microsoft (MSFT) | 0.89% | 2.62% | 23.12% | - |
 Intel (INTC) | 0.87% | 4.56% | 14.01% | - |
 Seagen Inc (SGEN) | 0.83% | 0% | 11.8% | 6/30/2023 |
 Lululemon (LULU) | 0.81% | 0% | 10.49% | 3/31/2025 |
 Intuitive Surgical (ISRG) | 0.79% | 0% | 14.49% | 2/28/2025 |
 Exelon (EXC) | 0.75% | 0% | 17.87% | 6/27/2025 |
 Biogen (BIIB) | 0.74% | 0% | 13.87% | 1/2/2026 |
 Marvell (MRVL) | 0.73% | 0% | 14.35% | 1/2/2026 |
 Applied Materials (AMAT) | 0.72% | 4.18% | 14.01% | - |
 DexCom (DXCM) | 0.72% | 0% | 13.8% | 6/27/2025 |
 O'Reilly Auto (ORLY) | 0.72% | 0% | 15.73% | 6/27/2025 |
 Intuit (INTU) | 0.71% | 0% | 10.84% | 9/2/2025 |
 Berkshire Hathaway (BRK.B) | 0.7% | 2.85% | 23.12% | - |
 Costco (COST) | 0.69% | 0% | 14.01% | 5/30/2025 |
 Walmart (WMT) | 0.65% | 0% | 21.81% | 1/2/2026 |
 Axon (AXON) | 0.61% | 0% | 14.63% | 7/31/2025 |
 MicroStrategy (MSTR) | 0.6% | 0% | 14.98% | 9/2/2025 |
 Xcel Energy (XEL) | 0.59% | 0% | 14.35% | 1/31/2025 |
 IDEXX (IDXX) | 0.58% | 0% | 16.63% | 1/2/2026 |
 Warner Bros Discovery (WBD) | 0.56% | 2.92% | 16.29% | - |
 Vertex (VRTX) | 0.52% | 0% | 13.87% | 8/1/2024 |
 Starbucks (SBUX) | 0.52% | 0% | 9.45% | 2/28/2025 |
 AEP (AEP) | 0.52% | 0% | 13.04% | 11/4/2024 |
 Fortinet (FTNT) | 0.52% | 0% | 12.35% | 5/30/2025 |
 PayPal (PYPL) | 0.51% | 0% | 10.56% | 2/28/2025 |
 Cintas (CTAS) | 0.5% | 0% | 10.9% | 7/31/2025 |
 Baker Hughes (BKR) | 0.49% | 0% | 12.49% | 1/2/2026 |
 ARM (ARM) | 0.48% | 0% | 10.14% | 12/1/2025 |
 Dollar Tree (DLTR) | 0.46% | 0% | 14.49% | 9/1/2022 |
 Monster Beverage (MNST) | 0.45% | 0% | 13.39% | 9/30/2025 |
 KraneShares CSI China Internet (KWEB) | 0.44% | 0% | 4.97% | 3/14/2022 |
 Take-Two (TTWO) | 0.44% | 0% | 12.49% | 9/30/2025 |
 Synopsys (SNPS) | 0.43% | 0% | 6.97% | 9/2/2025 |
 Ross Stores (ROST) | 0.42% | 3.49% | 7.25% | - |
 Coca-Cola Europacific (CCEP) | 0.4% | 0% | 12.84% | 9/2/2025 |
 Qualcomm (QCOM) | 0.4% | 0% | 8.07% | 7/31/2024 |
 AstraZeneca (AZN) | 0.37% | 3.25% | 9.04% | - |
 Charter (CHTR) | 0.34% | 0% | 8.07% | 4/28/2025 |
 Regeneron (REGN) | 0.34% | 3.11% | 7.59% | - |
 Texas Instruments (TXN) | 0.33% | 0% | 6.49% | 11/4/2024 |
 Chevron (CVX) | 0.33% | 0% | 12.97% | 8/10/2022 |
 ExxonMobil (XOM) | 0.33% | 0% | 12.97% | 8/10/2022 |
 Cadence (CDNS) | 0.32% | 0% | 8.28% | 9/2/2025 |
 Amgen (AMGN) | 0.32% | 0% | 7.66% | 9/30/2024 |
 EA (EA) | 0.3% | 0% | 8.83% | 1/2/2026 |
 ConocoPhillips (COP) | 0.29% | 0% | 11.8% | 7/22/2022 |
 Shopify (SHOP) | 0.27% | 2.35% | 9.73% | - |
 AbbVie (ABBV) | 0.26% | 0% | 11.04% | 8/10/2022 |
 ANSYS (ANSS) | 0.26% | 0% | 2.28% | 5/31/2023 |
 Workday (WDAY) | 0.25% | 0% | 2.07% | 6/30/2023 |
 Cisco (CSCO) | 0.25% | 0% | 6.21% | 4/28/2025 |
 Splunk Inc (SPLK) | 0.25% | 0% | 2% | 2/29/2024 |
 Alphabet (GOOGL) | 0.24% | 0% | 1.86% | 9/29/2023 |
 ADP (ADP) | 0.23% | 0% | 5.04% | 1/31/2025 |
 Moderna (MRNA) | 0.22% | 0% | 1.93% | 6/28/2024 |
 Keurig Dr Pepper (KDP) | 0.21% | 0% | 4.49% | 11/4/2024 |
 Analog Devices (ADI.US) | 0.21% | 0% | 4.49% | 11/4/2024 |
 Microchip (MCHP) | 0.2% | 0% | 6.56% | 9/30/2025 |
 Autodesk (ADSK) | 0.19% | 0% | 3.93% | 12/31/2024 |
 Bristol-Myers Squibb (BMY) | 0.18% | 0% | 6.97% | 8/10/2022 |
 Illumina (ILMN) | 0.17% | 0% | 3.93% | 12/31/2024 |
 Eli Lilly (LLY) | 0.16% | 2.85% | 6% | - |
 Ford (F) | 0.15% | 0% | 6.14% | 3/31/2022 |
 Fastenal (FAST) | 0.15% | 0% | 4.21% | 9/30/2025 |
 CoStar (CSGP) | 0.15% | 0% | 4.49% | 9/2/2025 |
 Lockheed Martin (LMT) | 0.15% | 0% | 5.8% | 7/22/2022 |
 Kraft Heinz (KHC) | 0.12% | 0% | 2.21% | 5/31/2022 |
 Enphase (ENPH) | 0.12% | 0% | 2.14% | 1/31/2023 |
 Marriott (MAR) | 0.12% | 0% | 4.28% | 5/31/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.11% | 0% | 3.59% | 7/22/2022 |
 iShares Silver Trust (SLV) | 0.11% | 0% | 9.73% | 3/31/2023 |
 Pfizer (PFE) | 0.11% | 0% | 4.07% | 2/28/2022 |
 Lucid (LCID) | 0.1% | 0% | 4% | 3/31/2022 |
 Diamondback (FANG) | 0.1% | 0% | 2.07% | 8/30/2024 |
 Lowe's (LOW) | 0.1% | 0% | 4.07% | 2/28/2022 |
 Altria (MO) | 0.1% | 0% | 4.28% | 6/30/2022 |
 CVS Health (CVS) | 0.09% | 0% | 4% | 3/31/2022 |
 Supermicro (SMCI) | 0.09% | 0% | 2.07% | 8/30/2024 |
 Xilinx Inc (XLNX) | 0.09% | 0% | 3.17% | 2/15/2022 |
 Copart (CPRT) | 0.08% | 0% | 2.21% | 5/30/2025 |
 Lumen (LUMN) | 0.07% | 0% | 7.45% | 4/19/2022 |
 Merck (MRK) | 0.07% | 0% | 2.69% | 8/10/2022 |
 Paychex (PAYX) | 0.06% | 0% | 2% | 4/29/2022 |
 Dow (DOW) | 0.06% | 0% | 2.21% | 5/31/2022 |
 Thermo Fisher (TMO) | 0.05% | 0% | 2.14% | 1/31/2022 |
 Southern Co (SO) | 0.05% | 0% | 2.07% | 6/30/2022 |
 Accenture (ACN) | 0.05% | 0% | 2.14% | 1/31/2022 |
 Western Digital (WDC) | 0.05% | 4.04% | 1.31% | - |
 Seagate (STX.US) | 0.05% | 3.83% | 1.31% | - |
 Union Pacific (UNP) | 0.05% | 0% | 2% | 4/29/2022 |
 Insmed (INSM) | 0.04% | 3.11% | 1.31% | - |
 AT&T (T) | 0.04% | 0% | 1.52% | 7/22/2022 |
 UnitedHealth (UNH) | 0.03% | 0% | 1.17% | 8/10/2022 |
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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