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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
PAYC75.76%
ADBE65.95%
MC.PA55.56%
META55.43%
LULU47.5%
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) | 13.33% | 4.29% | 75.76% | - |
 ASML (ASML) | 9.98% | 6.03% | 41% | - |
 Nu (NU) | 8.56% | 0% | 47.17% | 1/26/2024 |
 Alibaba (BABA) | 8.28% | 0% | 22.42% | 1/3/2023 |
| Adobe (ADBE) | 7.76% | 16.46% | 65.95% | - |
 Alphabet (GOOG) | 5.83% | 13.22% | 37.23% | - |
 Dogecoin (DOGE) | 4.96% | 0% | 16.89% | 9/29/2022 |
| Meta (META) | 4.39% | 18.61% | 55.43% | - |
| Lululemon (LULU) | 3.17% | 2.08% | 47.5% | - |
 Fortinet (FTNT) | 2.95% | 0% | 24.43% | 6/28/2024 |
 Ulta (ULTA) | 2.73% | 0% | 44.64% | 6/24/2025 |
 Moncler (MONC.MI) | 2.14% | 0% | 33.66% | 3/31/2025 |
 EPAM (EPAM) | 2.13% | 0% | 18.78% | 4/1/2024 |
| LVMH (MC.PA) | 1.71% | 0% | 55.56% | 4/13/2026 |
 Tesla (TSLA) | 1.69% | 0% | 26.19% | 7/3/2024 |
 NVIDIA (NVDA) | 1.49% | 8.56% | 27.62% | - |
 Starbucks (SBUX) | 1.44% | 0% | 15.07% | 11/21/2024 |
 Amazon (AMZN) | 1.28% | 0% | 9.75% | 4/12/2023 |
 Invesco QQQ (QQQ) | 1.18% | 0% | 21.38% | 7/26/2024 |
 PayPal (PYPL) | 1.14% | 0% | 20.99% | 6/10/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.92% | 0% | 18.39% | 7/26/2024 |
 Nike (NKE) | 0.8% | 0% | 26.45% | 7/24/2025 |
 Albemarle (ALB) | 0.75% | 0% | 19.62% | 7/9/2024 |
 Netflix (NFLX) | 0.7% | 0% | 5.65% | 2/27/2026 |
 TRON (TRX) | 0.69% | 0% | 13% | 7/20/2022 |
 Disney (DIS) | 0.57% | 0% | 8.45% | 11/29/2023 |
 Axcelis (ACLS) | 0.46% | 0% | 10.4% | 6/5/2024 |
 Microsoft (MSFT) | 0.45% | 16.01% | 5.39% | - |
 Digital Turbine (APPS) | 0.31% | 0% | 24.95% | 2/26/2024 |
 Livent Corp (LTHM) | 0.23% | 0% | 6.82% | 1/4/2024 |
 Zeta Global (ZETA) | 0.19% | 2.59% | 6.56% | - |
 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% | 5.07% | 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% | 7.54% | 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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