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Portfolio Diversification
Range
Most Diversified
17 instruments
March 14, 2024
Least Diversified
0 instruments
April 4, 2026
Average
9.2 instruments
Most Consistent Holdings
Top 5
PAYC75.78%
ADBE65.97%
MC.PA55.52%
META55.45%
LULU47.53%
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 |
|---|---|---|---|---|
| Paycom (PAYC) | 13.32% | 4.2% | 75.78% | - |
 ASML (ASML) | 9.98% | 5.98% | 41.04% | - |
 Nu (NU) | 8.55% | 0% | 47.14% | 1/26/2024 |
 Alibaba (BABA) | 8.27% | 0% | 22.4% | 1/3/2023 |
| Adobe (ADBE) | 7.77% | 16.62% | 65.97% | - |
 Alphabet (GOOG) | 5.83% | 13.08% | 37.27% | - |
 Dogecoin (DOGE) | 4.96% | 0% | 16.88% | 9/29/2022 |
| Meta (META) | 4.4% | 18.59% | 55.45% | - |
| Lululemon (LULU) | 3.17% | 2.08% | 47.53% | - |
 Fortinet (FTNT) | 2.95% | 0% | 24.42% | 6/28/2024 |
 Ulta (ULTA) | 2.73% | 0% | 44.61% | 6/24/2025 |
 Moncler (MONC.MI) | 2.14% | 0% | 33.64% | 3/31/2025 |
 EPAM (EPAM) | 2.12% | 0% | 18.77% | 4/1/2024 |
| LVMH (MC.PA) | 1.71% | 0% | 55.52% | 4/13/2026 |
 Tesla (TSLA) | 1.69% | 0% | 26.17% | 7/3/2024 |
 NVIDIA (NVDA) | 1.49% | 8.5% | 27.66% | - |
 Starbucks (SBUX) | 1.44% | 0% | 15.06% | 11/21/2024 |
 Amazon (AMZN) | 1.28% | 0% | 9.74% | 4/12/2023 |
 Invesco QQQ (QQQ) | 1.18% | 0% | 21.36% | 7/26/2024 |
 PayPal (PYPL) | 1.14% | 0% | 20.97% | 6/10/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.92% | 0% | 18.38% | 7/26/2024 |
 Nike (NKE) | 0.79% | 0% | 26.43% | 7/24/2025 |
 Albemarle (ALB) | 0.75% | 0% | 19.61% | 7/9/2024 |
 Netflix (NFLX) | 0.7% | 0% | 5.65% | 2/27/2026 |
 TRON (TRX) | 0.69% | 0% | 12.99% | 7/20/2022 |
 Disney (DIS) | 0.57% | 0% | 8.44% | 11/29/2023 |
 Axcelis (ACLS) | 0.46% | 0% | 10.39% | 6/5/2024 |
 Microsoft (MSFT) | 0.46% | 16.29% | 5.45% | - |
 Digital Turbine (APPS) | 0.31% | 0% | 24.94% | 2/26/2024 |
 Livent Corp (LTHM) | 0.23% | 0% | 6.82% | 1/4/2024 |
 Zeta Global (ZETA) | 0.19% | 2.54% | 6.62% | - |
 Atkore (ATKR) | 0.17% | 0% | 3.9% | 6/15/2023 |
 Palo Alto Networks (PANW) | 0.11% | 0% | 5.39% | 5/15/2024 |
 Klaviyo (KVYO) | 0.07% | 0% | 5.06% | 4/20/2026 |
 Chipotle (CMG) | 0.06% | 0% | 4.81% | 1/12/2026 |
 iRobot (IRBTQ) | 0.06% | 0% | 3.83% | 3/19/2024 |
 Align (ALGN) | 0.05% | 0% | 3.7% | 2/21/2024 |
 Braze (BRZE) | 0.05% | 0% | 3.57% | 3/26/2026 |
 Xpel (XPEL) | 0.02% | 0% | 1.49% | 4/12/2024 |
 Terra Classic (LUNC) | 0.02% | 0% | 7.53% | 9/29/2022 |
 Zoetis (ZTS) | 0.02% | 0% | 1.62% | 2/6/2026 |
 Alphabet (GOOGL) | 0.01% | 0% | 0.52% | 3/21/2024 |
 Uber (UBER) | 0.01% | 0% | 1.49% | 1/7/2026 |
 Ferrari (RACE) | 0.01% | 0% | 1.1% | 3/15/2024 |
 Carvana (CVNA) | 0% | 0% | 0.19% | 10/3/2022 |
 Medifast (MED.US) | 0% | 0% | 0.26% | 1/22/2024 |
 Atlassian (TEAM) | 0% | 0% | 1.17% | 8/4/2023 |
 Porsche (P911.DE) | 0% | 0% | 0.32% | 10/6/2022 |
 Terra 2.0 (LUNA2) | 0% | 0% | 7.21% | 10/8/2022 |
 Dior (CDI.PA) | 0% | 0% | 0.39% | 1/9/2024 |
 Arcadium Lithium Plc (ALTM) | 0% | 0% | 0.19% | 1/8/2024 |
 Tupperware (TUPBQ) | 0% | 0% | 0.19% | 8/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 14.67% | 25.23% |
| ASML (ASML) | 17.51% | 24.14% |
| Adobe (ADBE) | 16.76% | 12.79% |
| Paycom (PAYC) | 23.05% | 11.06% |
| Meta (META) | 10.47% | 10.8% |
| NVIDIA (NVDA) | 5.08% | 6.13% |
| Lululemon (LULU) | 6.75% | 4.77% |
| Chipotle (CMG) | 1.47% | 1.49% |
| Uber (UBER) | 1.05% | 0.93% |
| LVMH (MC.PA) | 1.05% | 0.72% |
Cash & Instruments Over Time
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