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
MSFT98.21%
GOOG85.27%
NFLX83.4%
NVDA71.11%
TXRH71.11%
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) | 7.22% | 9.52% | 71.11% | - |
| Alphabet (GOOG) | 7.15% | 10.25% | 85.27% | - |
 AMD (AMD) | 6.95% | 0% | 38.89% | 5/19/2023 |
| Netflix (NFLX) | 6.16% | 6.78% | 83.4% | - |
| Microsoft (MSFT) | 5.82% | 4.22% | 98.21% | - |
 Mastercard (MA) | 5.51% | 5.45% | 61.03% | - |
| Texas Roadhouse (TXRH) | 5.27% | 3.69% | 71.11% | - |
 Apple (AAPL) | 5.01% | 0% | 56.79% | 2/22/2024 |
 Spotify (SPOT) | 4.68% | 0% | 43.45% | 7/20/2023 |
 S&P Global (SPGI) | 4.5% | 5.57% | 60.05% | - |
 Amazon (AMZN) | 4.2% | 10.65% | 46.14% | - |
 Intuit (INTU) | 4.19% | 0% | 49.31% | 1/21/2025 |
 Costco (COST) | 3.46% | 3.3% | 65.26% | - |
 VICI Properties (VICI) | 2.85% | 0% | 52.56% | 10/3/2024 |
 ProShares UltraPro QQQ (TQQQ) | 2.73% | 0% | 38.73% | 9/7/2023 |
 Hims & Hers (HIMS) | 2.32% | 19.53% | 17.98% | - |
 Chipotle (CMG) | 2.19% | 0% | 31.9% | 8/27/2024 |
 Pinterest (PINS) | 1.99% | 0% | 29.94% | 3/31/2023 |
 Salesforce (CRM) | 1.52% | 3.44% | 30.02% | - |
 Palantir (PLTR) | 1.52% | 0% | 44.43% | 9/1/2023 |
 Visa (V) | 1.29% | 0% | 15.38% | 3/6/2024 |
 Booking (BKNG) | 1.2% | 4.47% | 23.6% | - |
 Union Pacific (UNP) | 1.09% | 0% | 16.84% | 9/11/2023 |
 Block Inc. (XYZ) | 0.86% | 0% | 39.95% | 7/26/2023 |
 ASML (ASML) | 0.84% | 5.07% | 14.65% | - |
 Brookfield (BN.US) | 0.78% | 4.62% | 16.84% | - |
 UnitedHealth (UNH) | 0.62% | 0% | 12.12% | 8/29/2023 |
 Alibaba (BABA) | 0.47% | 0% | 8.95% | 11/19/2024 |
 Medical Properties Trust (MPW) | 0.43% | 0% | 10.74% | 8/11/2023 |
 Pool Corp. (POOL) | 0.4% | 0% | 8.06% | 7/26/2023 |
 Illumina (ILMN) | 0.36% | 0% | 4.48% | 2/24/2022 |
 Vertex (VRTX) | 0.3% | 0% | 5.37% | 3/8/2022 |
 Cardano (ADA) | 0.28% | 0% | 5.13% | 8/11/2023 |
 Canadian Pacific (CP) | 0.27% | 0% | 5.13% | 2/23/2024 |
 Airbnb (ABNB) | 0.17% | 0% | 4.48% | 2/24/2022 |
 Meta (META) | 0.17% | 0% | 2.52% | 3/29/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.16% | 0% | 4.48% | 2/24/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.13% | 0% | 2.36% | 10/2/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.13% | 0% | 4.48% | 2/24/2022 |
 Realty Income (O) | 0.09% | 0% | 1.3% | 9/27/2023 |
 Starbucks (SBUX) | 0.08% | 0% | 1.95% | 2/24/2022 |
 Novo-Nordisk (NVO) | 0.07% | 0% | 1.46% | 10/2/2023 |
 iShares China Large-Cap ETF (FXI) | 0.07% | 0% | 1.38% | 10/15/2024 |
 CRISPR Therapeutics (CRSP) | 0.07% | 0% | 4.48% | 2/24/2022 |
 AbbVie (ABBV) | 0.06% | 0% | 2.03% | 8/22/2023 |
 iRobot (IRBT) | 0.06% | 0% | 2.03% | 1/25/2022 |
 Gevo (GEVO) | 0.06% | 0% | 4.48% | 2/24/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.06% | 0% | 1.46% | 9/27/2023 |
 EOS (EOS) | 0.06% | 0% | 4.48% | 2/24/2022 |
 PayPal (PYPL) | 0.04% | 0% | 4.48% | 2/24/2022 |
 Bitcoin (BTC) | 0.03% | 0% | 0.49% | 3/12/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.02% | 3.25% | 0.49% | - |
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% |