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Portfolio Diversification
Range
Most Diversified
19 instruments
January 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.1 instruments
Most Consistent Holdings
Top 5
MSFT84.86%
GOOG78.05%
NFLX73.64%
MA70.14%
SPGI69.34%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 6.92% | 0% | 78.05% | 1/26/2026 |
 NVIDIA (NVDA) | 6.34% | 0% | 64.44% | 12/9/2025 |
 Amazon (AMZN) | 5.76% | 11% | 58.92% | - |
| Mastercard (MA) | 5.68% | 8.8% | 70.14% | - |
| Netflix (NFLX) | 5.26% | 0% | 73.64% | 12/8/2025 |
 AMD (AMD) | 5.24% | 0% | 29.31% | 5/19/2023 |
| S&P Global (SPGI) | 4.85% | 5.36% | 69.34% | - |
| Microsoft (MSFT) | 4.81% | 0% | 84.86% | 12/9/2025 |
 Hims & Hers (HIMS) | 4.18% | 5.37% | 37.71% | - |
 Texas Roadhouse (TXRH) | 4.1% | 0% | 57.27% | 8/14/2025 |
 Apple (AAPL) | 3.77% | 0% | 42.8% | 2/22/2024 |
 Spotify (SPOT) | 3.53% | 0% | 32.74% | 7/20/2023 |
 Intuit (INTU) | 3.16% | 0% | 37.16% | 1/21/2025 |
 Costco (COST) | 2.71% | 0% | 52.85% | 8/14/2025 |
 VICI Properties (VICI) | 2.15% | 0% | 39.61% | 10/3/2024 |
 ProShares UltraPro QQQ (TQQQ) | 2.06% | 0% | 29.18% | 9/7/2023 |
 MercadoLibre (MELI) | 1.87% | 9.8% | 21.46% | - |
 Brookfield (BN.US) | 1.82% | 0% | 33.35% | 5/21/2026 |
 Chipotle (CMG) | 1.65% | 0% | 24.03% | 8/27/2024 |
 Pinterest (PINS) | 1.5% | 0% | 22.56% | 3/31/2023 |
 Meta (META) | 1.49% | 9.78% | 17.72% | - |
 ASML (ASML) | 1.49% | 0% | 24.95% | 1/28/2026 |
 FICO (FICO) | 1.46% | 9.43% | 19.68% | - |
 Uber (UBER) | 1.32% | 8.46% | 18.76% | - |
 Adobe (ADBE) | 1.31% | 8.92% | 13.37% | - |
 Booking (BKNG) | 1.3% | 0% | 27.53% | 11/21/2025 |
 Salesforce (CRM) | 1.23% | 0% | 25.26% | 7/28/2025 |
 Palantir (PLTR) | 1.14% | 0% | 33.48% | 9/1/2023 |
 Visa (V) | 0.97% | 0% | 11.59% | 3/6/2024 |
 ServiceNow (NOW) | 0.93% | 9.49% | 10.18% | - |
 Union Pacific (UNP) | 0.82% | 0% | 12.69% | 9/11/2023 |
 Zeta Global (ZETA.US) | 0.7% | 6.95% | 10.73% | - |
 Block Inc. (XYZ) | 0.65% | 0% | 30.1% | 7/26/2023 |
 UnitedHealth (UNH) | 0.46% | 0% | 9.14% | 8/29/2023 |
 Alibaba (BABA) | 0.36% | 0% | 6.74% | 11/19/2024 |
 Medical Properties Trust (MPT) | 0.33% | 0% | 8.09% | 8/11/2023 |
 Pool Corp. (POOL) | 0.3% | 0% | 6.07% | 7/26/2023 |
 Illumina (ILMN) | 0.27% | 0% | 3.37% | 2/24/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.26% | 0% | 6.44% | 9/22/2025 |
 Vertex (VRTX) | 0.23% | 0% | 4.05% | 3/8/2022 |
 Cardano (ADA) | 0.21% | 0% | 3.86% | 8/11/2023 |
 Canadian Pacific (CP) | 0.2% | 0% | 3.86% | 2/23/2024 |
 Brookfield (BAM) | 0.2% | 5.34% | 3.49% | - |
 Airbnb (ABNB) | 0.13% | 0% | 3.37% | 2/24/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.12% | 0% | 3.37% | 2/24/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.1% | 0% | 1.78% | 10/2/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.1% | 0% | 3.37% | 2/24/2022 |
 iShares Silver Trust (SLV) | 0.07% | 0% | 2.82% | 11/7/2025 |
 Realty Income (O) | 0.07% | 0% | 0.98% | 9/27/2023 |
 Starbucks (SBUX) | 0.06% | 0% | 1.47% | 2/24/2022 |
 Novo-Nordisk (NVO) | 0.05% | 0% | 1.1% | 10/2/2023 |
 iShares China Large-Cap ETF (FXI) | 0.05% | 0% | 1.04% | 10/15/2024 |
 CRISPR Therapeutics (CRSP) | 0.05% | 0% | 3.37% | 2/24/2022 |
 AbbVie (ABBV) | 0.05% | 0% | 1.53% | 8/22/2023 |
 iRobot (IRBTQ) | 0.05% | 0% | 1.53% | 1/25/2022 |
 Gevo (GEVO) | 0.05% | 0% | 3.37% | 2/24/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.04% | 0% | 1.1% | 9/27/2023 |
 VAULTA (A) | 0.04% | 0% | 3.37% | 2/24/2022 |
 PayPal (PYPL) | 0.03% | 0% | 3.37% | 2/24/2022 |
 Bitcoin (BTC) | 0.02% | 0% | 0.37% | 3/12/2024 |
 Dave (DAVE) | 0% | 0% | 0.06% | 8/26/2025 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.25% | 7/6/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 10.54% | 11.41% |
| Hims & Hers (HIMS) | 11.56% | 11.07% |
| MercadoLibre (MELI) | 13.19% | 10.61% |
| Adobe (ADBE) | 10.43% | 9.28% |
| Alphabet (GOOG) | 4.76% | 9.07% |
| Meta (META) | 9.84% | 8.75% |
| Uber (UBER) | 9.84% | 7.94% |
| S&P Global (SPGI) | 6.3% | 6.56% |
| Mastercard (MA) | 5.86% | 6.37% |
| Brookfield (BN.US) | 5.99% | 6.25% |
| ASML (ASML) | 4.63% | 5.67% |
| FICO (FICO) | 5.23% | 5.38% |
Cash & Instruments Over Time
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