Portfolio Diversification
Range
Most Diversified
30 instruments
April 1, 2025
Least Diversified
8 instruments
May 2, 2023
Average
15.9 instruments
Most Consistent Holdings
Top 5
NVDA63.16%
AVGO55.76%
META48.74%
TSLA41.72%
CRWD36%
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) | 5.26% | 6.86% | 63.16% | - |
| Broadcom (AVGO) | 4.78% | 7.79% | 55.76% | - |
| Meta (META) | 4.02% | 3.17% | 48.74% | - |
 iShares TIPS Bond ETF (TIP) | 3.86% | 0% | 35.09% | 5/1/2023 |
| Crowdstrike (CRWD) | 3.26% | 0% | 36% | 7/31/2025 |
 iShares Gold Trust (IAU) | 2.98% | 0% | 35.09% | 5/1/2023 |
| Tesla (TSLA) | 2.27% | 2.81% | 41.72% | - |
 Zscaler (ZS) | 2.2% | 3.38% | 26.01% | - |
 PDD Holdings (PDD) | 2.2% | 0% | 25.86% | 7/31/2024 |
 Palo Alto Networks (PANW) | 2.2% | 0% | 27.38% | 12/2/2024 |
 AMD (AMD) | 2.13% | 3.08% | 21.36% | - |
 SPDR Gold (GLD) | 1.8% | 0% | 35.09% | 5/1/2023 |
 Netflix (NFLX) | 1.7% | 2.83% | 34.1% | - |
 DoorDash (DASH.US) | 1.7% | 3.27% | 27.99% | - |
 Trade Desk (TTD) | 1.55% | 0% | 20.44% | 2/28/2025 |
 MercadoLibre (MELI) | 1.52% | 2.63% | 25.78% | - |
 Gilead Sciences (GILD) | 1.52% | 0% | 31.12% | 7/31/2025 |
 Micron (MU) | 1.38% | 3.25% | 19.07% | - |
 T-Mobile (TMUS) | 1.36% | 0% | 28.68% | 4/28/2025 |
 Booking (BKNG) | 1.22% | 0% | 20.67% | 3/31/2025 |
 Atlassian (TEAM) | 1.15% | 0% | 18.38% | 3/31/2025 |
 Adobe (ADBE) | 1.11% | 0% | 8.85% | 12/28/2023 |
 ProShares UltraPro QQQ (TQQQ) | 1.1% | 4.45% | 26.77% | - |
 Apple (AAPL) | 1.01% | 2.85% | 28.91% | - |
 Align (ALGN) | 1.01% | 0% | 9.23% | 7/31/2023 |
 Datadog (DDOG) | 0.94% | 0% | 11.37% | 5/31/2024 |
 Seagen Inc (SGEN) | 0.92% | 0% | 13.04% | 6/30/2023 |
 Lam Research (LRCX) | 0.91% | 2.85% | 9.46% | - |
 Lululemon (LULU) | 0.9% | 0% | 11.59% | 3/31/2025 |
 Intuitive Surgical (ISRG) | 0.87% | 0% | 16.02% | 2/28/2025 |
 KLA (KLAC) | 0.87% | 0% | 11.67% | 7/31/2025 |
 ASML (ASML) | 0.84% | 0% | 9.15% | 7/31/2024 |
 Exelon (EXC) | 0.83% | 0% | 19.76% | 6/27/2025 |
 Amazon (AMZN) | 0.81% | 3.08% | 19.3% | - |
 DexCom (DXCM) | 0.8% | 0% | 15.26% | 6/27/2025 |
 O'Reilly Auto (ORLY) | 0.8% | 0% | 17.39% | 6/27/2025 |
 Intuit (INTU) | 0.79% | 0% | 11.98% | 9/2/2025 |
 Costco (COST) | 0.76% | 0% | 15.48% | 5/30/2025 |
 Palantir (PLTR) | 0.75% | 3.14% | 18.92% | - |
 Biogen (BIIB) | 0.74% | 0% | 12.89% | 3/31/2023 |
 Marvell (MRVL) | 0.69% | 0% | 11.37% | 2/28/2025 |
 Axon (AXON) | 0.67% | 0% | 16.17% | 7/31/2025 |
 MicroStrategy (MSTR) | 0.66% | 0% | 16.55% | 9/2/2025 |
 AppLovin (APP) | 0.66% | 2.87% | 16.02% | - |
 Xcel Energy (XEL) | 0.65% | 0% | 15.87% | 1/31/2025 |
 Microsoft (MSFT) | 0.6% | 6.78% | 15.03% | - |
 Vertex (VRTX) | 0.58% | 0% | 15.33% | 8/1/2024 |
 Intel (INTC) | 0.57% | 2.81% | 4.96% | - |
 Starbucks (SBUX) | 0.57% | 0% | 10.45% | 2/28/2025 |
 AEP (AEP) | 0.57% | 0% | 14.42% | 11/4/2024 |
 Fortinet (FTNT) | 0.57% | 0% | 13.65% | 5/30/2025 |
 PayPal (PYPL) | 0.56% | 0% | 11.67% | 2/28/2025 |
 Alphabet (GOOG) | 0.56% | 3.66% | 17.24% | - |
 Cintas (CTAS) | 0.56% | 0% | 12.05% | 7/31/2025 |
 Dollar Tree (DLTR) | 0.51% | 0% | 16.02% | 9/1/2022 |
 Applied Materials (AMAT) | 0.51% | 0% | 6.86% | 8/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.49% | 3.07% | 15.03% | - |
 KraneShares CSI China Internet (KWEB) | 0.49% | 0% | 5.49% | 3/14/2022 |
 ARM (ARM) | 0.48% | 0% | 9.15% | 7/31/2025 |
 Synopsys (SNPS) | 0.47% | 0% | 7.7% | 9/2/2025 |
 Baker Hughes (BKR) | 0.47% | 0% | 11.37% | 4/28/2025 |
 Walmart (WMT) | 0.46% | 3.03% | 15.03% | - |
 Coca-Cola Europacific (CCEP) | 0.44% | 0% | 14.19% | 9/2/2025 |
 Qualcomm (QCOM) | 0.44% | 0% | 8.92% | 7/31/2024 |
 Take-Two (TTWO) | 0.44% | 2.74% | 11.9% | - |
 Monster Beverage (MNST) | 0.43% | 3.65% | 12.89% | - |
 IDEXX (IDXX) | 0.41% | 2.75% | 9.31% | - |
 Ross Stores (ROST) | 0.41% | 0% | 6.56% | 2/28/2023 |
 Charter (CHTR) | 0.38% | 0% | 8.92% | 4/28/2025 |
 Texas Instruments (TXN) | 0.37% | 0% | 7.17% | 11/4/2024 |
 Chevron (CVX) | 0.36% | 0% | 14.34% | 8/10/2022 |
 ExxonMobil (XOM) | 0.36% | 0% | 14.34% | 8/10/2022 |
 AstraZeneca (AZN) | 0.36% | 0% | 8.54% | 9/30/2024 |
 Cadence (CDNS) | 0.35% | 0% | 9.15% | 9/2/2025 |
 Amgen (AMGN) | 0.35% | 0% | 8.47% | 9/30/2024 |
 Warner Bros Discovery (WBD) | 0.33% | 0% | 9.38% | 9/2/2025 |
 ConocoPhillips (COP) | 0.32% | 0% | 13.04% | 7/22/2022 |
 AbbVie (ABBV) | 0.29% | 0% | 12.2% | 8/10/2022 |
 ANSYS (ANSS) | 0.29% | 0% | 2.52% | 5/31/2023 |
 Workday (WDAY) | 0.28% | 0% | 2.29% | 6/30/2023 |
 Cisco (CSCO) | 0.28% | 0% | 6.86% | 4/28/2025 |
 Splunk Inc (SPLK) | 0.27% | 0% | 2.21% | 2/29/2024 |
 Alphabet (GOOGL) | 0.27% | 0% | 2.06% | 9/29/2023 |
 ADP (ADP) | 0.26% | 0% | 5.57% | 1/31/2025 |
 Regeneron (REGN) | 0.24% | 0% | 4.5% | 9/30/2024 |
 Moderna (MRNA) | 0.24% | 0% | 2.14% | 6/28/2024 |
 Keurig Dr Pepper (KDP) | 0.23% | 0% | 4.96% | 11/4/2024 |
 Analog Devices (ADI) | 0.23% | 0% | 4.96% | 11/4/2024 |
 Autodesk (ADSK) | 0.21% | 0% | 4.35% | 12/31/2024 |
 Bristol-Myers Squibb (BMY) | 0.2% | 0% | 7.7% | 8/10/2022 |
 Illumina (ILMN) | 0.19% | 0% | 4.35% | 12/31/2024 |
 Microchip (MCHP) | 0.17% | 2.98% | 5.34% | - |
 Ford (F) | 0.17% | 0% | 6.79% | 3/31/2022 |
 CoStar (CSGP) | 0.16% | 0% | 4.96% | 9/2/2025 |
 Lockheed Martin (LMT) | 0.16% | 0% | 6.41% | 7/22/2022 |
 Kraft Heinz (KHC) | 0.13% | 0% | 2.44% | 5/31/2022 |
 Eli Lilly (LLY) | 0.13% | 0% | 5.19% | 8/10/2022 |
 Enphase (ENPH) | 0.13% | 0% | 2.36% | 1/31/2023 |
 Marriott (MAR) | 0.13% | 0% | 4.73% | 5/31/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.13% | 0% | 3.97% | 7/22/2022 |
 iShares Silver Trust (SLV) | 0.12% | 0% | 10.76% | 3/31/2023 |
 Pfizer (PFE) | 0.12% | 0% | 4.5% | 2/28/2022 |
 Lucid (LCID) | 0.11% | 0% | 4.42% | 3/31/2022 |
 Diamondback (FANG) | 0.11% | 0% | 2.29% | 8/30/2024 |
 Lowe's (LOW) | 0.11% | 0% | 4.5% | 2/28/2022 |
 Altria (MO) | 0.11% | 0% | 4.73% | 6/30/2022 |
 EA (EA) | 0.1% | 3.7% | 2.75% | - |
 CVS Health (CVS) | 0.1% | 0% | 4.42% | 3/31/2022 |
 Supermicro (SMCI) | 0.1% | 0% | 2.29% | 8/30/2024 |
 Xilinx Inc (XLNX) | 0.1% | 0% | 3.51% | 2/15/2022 |
 Fastenal (FAST) | 0.1% | 3.67% | 2.75% | - |
 Copart (CPRT) | 0.09% | 0% | 2.44% | 5/30/2025 |
 Lumen (LUMN) | 0.08% | 0% | 8.24% | 4/19/2022 |
 Merck (MRK) | 0.07% | 0% | 2.97% | 8/10/2022 |
 Paychex (PAYX) | 0.07% | 0% | 2.21% | 4/29/2022 |
 Dow (DOW) | 0.06% | 0% | 2.44% | 5/31/2022 |
 Thermo Fisher (TMO) | 0.06% | 0% | 2.36% | 1/31/2022 |
 Southern Co (SO) | 0.05% | 0% | 2.29% | 6/30/2022 |
 Accenture (ACN) | 0.05% | 0% | 2.36% | 1/31/2022 |
 Union Pacific (UNP) | 0.05% | 0% | 2.21% | 4/29/2022 |
 AT&T (T) | 0.04% | 0% | 1.68% | 7/22/2022 |
 UnitedHealth (UNH) | 0.03% | 0% | 1.3% | 8/10/2022 |
 Shopify (SHOP) | 0.01% | 2.87% | 0.23% | - |
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% |