Portfolio Diversification
Range
Most Diversified
19 instruments
January 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
MSFT98.28%
GOOG85.82%
NFLX84.01%
NVDA72.18%
TXRH72.18%
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) | 7.32% | 9.04% | 72.18% | - |
| Alphabet (GOOG) | 7.27% | 10.52% | 85.82% | - |
 AMD (AMD) | 6.7% | 0% | 37.46% | 5/19/2023 |
| Netflix (NFLX) | 6.17% | 5.69% | 84.01% | - |
| Microsoft (MSFT) | 5.76% | 4.18% | 98.28% | - |
 Mastercard (MA) | 5.5% | 4.8% | 62.46% | - |
| Texas Roadhouse (TXRH) | 5.21% | 3.28% | 72.18% | - |
 Apple (AAPL) | 4.83% | 0% | 54.7% | 2/22/2024 |
 S&P Global (SPGI) | 4.54% | 5.36% | 61.52% | - |
 Spotify (SPOT) | 4.51% | 0% | 41.85% | 7/20/2023 |
 Amazon (AMZN) | 4.44% | 9.19% | 48.12% | - |
 Intuit (INTU) | 4.04% | 0% | 47.49% | 1/21/2025 |
 Costco (COST) | 3.44% | 1.64% | 66.54% | - |
 Hims & Hers (HIMS) | 2.88% | 19.17% | 21% | - |
 VICI Properties (VICI) | 2.75% | 0% | 50.63% | 10/3/2024 |
 ProShares UltraPro QQQ (TQQQ) | 2.63% | 0% | 37.3% | 9/7/2023 |
 Chipotle (CMG) | 2.11% | 0% | 30.72% | 8/27/2024 |
 Pinterest (PINS) | 1.92% | 0% | 28.84% | 3/31/2023 |
 Salesforce (CRM) | 1.57% | 0% | 32.29% | 7/28/2025 |
 Palantir (PLTR) | 1.46% | 0% | 42.79% | 9/1/2023 |
 Booking (BKNG) | 1.33% | 4.07% | 26.41% | - |
 Visa (V) | 1.24% | 0% | 14.81% | 3/6/2024 |
 Union Pacific (UNP) | 1.05% | 0% | 16.22% | 9/11/2023 |
 ASML (ASML) | 1.05% | 5.41% | 17.79% | - |
 Brookfield (BN.US) | 0.93% | 6% | 19.91% | - |
 Block Inc. (XYZ) | 0.83% | 0% | 38.48% | 7/26/2023 |
 UnitedHealth (UNH) | 0.59% | 0% | 11.68% | 8/29/2023 |
 Alibaba (BABA) | 0.45% | 0% | 8.62% | 11/19/2024 |
 Medical Properties Trust (MPW) | 0.42% | 0% | 10.34% | 8/11/2023 |
 Pool Corp. (POOL) | 0.38% | 0% | 7.76% | 7/26/2023 |
 Illumina (ILMN) | 0.34% | 0% | 4.31% | 2/24/2022 |
 Vertex (VRTX) | 0.29% | 0% | 5.17% | 3/8/2022 |
 Cardano (ADA) | 0.27% | 0% | 4.94% | 8/11/2023 |
 Canadian Pacific (CP) | 0.26% | 0% | 4.94% | 2/23/2024 |
 Airbnb (ABNB) | 0.17% | 0% | 4.31% | 2/24/2022 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.16% | 4.24% | 4.15% | - |
 Meta (META) | 0.16% | 0% | 2.43% | 3/29/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.16% | 0% | 4.31% | 2/24/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0% | 2.27% | 10/2/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.13% | 0% | 4.31% | 2/24/2022 |
 Realty Income (O) | 0.09% | 0% | 1.25% | 9/27/2023 |
 Starbucks (SBUX) | 0.08% | 0% | 1.88% | 2/24/2022 |
 Novo-Nordisk (NVO) | 0.07% | 0% | 1.41% | 10/2/2023 |
 iShares China Large-Cap ETF (FXI) | 0.07% | 0% | 1.33% | 10/15/2024 |
 CRISPR Therapeutics (CRSP) | 0.06% | 0% | 4.31% | 2/24/2022 |
 AbbVie (ABBV) | 0.06% | 0% | 1.96% | 8/22/2023 |
 iRobot (IRBT) | 0.06% | 0% | 1.96% | 1/25/2022 |
 Gevo (GEVO) | 0.06% | 0% | 4.31% | 2/24/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.06% | 0% | 1.41% | 9/27/2023 |
 VAULTA (A) | 0.05% | 0% | 4.31% | 2/24/2022 |
 PayPal (PYPL) | 0.04% | 0% | 4.31% | 2/24/2022 |
 Bitcoin (BTC) | 0.03% | 0% | 0.47% | 3/12/2024 |
 MercadoLibre (MELI) | 0.02% | 5.91% | 0.31% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 11.2% | 10.83% |
| NVIDIA (NVDA) | 9.01% | 10.21% |
| Amazon (AMZN) | 10.15% | 10.14% |
| Hims & Hers (HIMS) | 10.77% | 8.19% |
| Netflix (NFLX) | 4.96% | 7.41% |
| Mastercard (MA) | 6.85% | 6.89% |
| Texas Roadhouse (TXRH) | 5% | 6.85% |
| Costco (COST) | 5.35% | 6.05% |
| Intuit (INTU) | 5.91% | 5.65% |
| S&P Global (SPGI) | 5.43% | 5.59% |
| Microsoft (MSFT) | 5.94% | 5.56% |
| Salesforce (CRM) | 6.12% | 5.52% |
| Booking (BKNG) | 5.12% | 4.92% |
| Brookfield (BN.US) | 6% | 4.55% |