Portfolio Diversification
Range
Most Diversified
19 instruments
January 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
13 instruments
Most Consistent Holdings
Top 5
MSFT98.06%
GOOG84.01%
NFLX81.98%
NVDA68.64%
TXRH68.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AMD (AMD) | 7.55% | 0% | 42.23% | 5/19/2023 |
| NVIDIA (NVDA) | 7.03% | 9.11% | 68.64% | - |
| Alphabet (GOOG) | 6.86% | 10.44% | 84.01% | - |
| Netflix (NFLX) | 6.06% | 6.93% | 81.98% | - |
| Microsoft (MSFT) | 5.94% | 4.86% | 98.06% | - |
 Mastercard (MA) | 5.47% | 6.69% | 57.69% | - |
 Apple (AAPL) | 5.44% | 0% | 61.66% | 2/22/2024 |
| Texas Roadhouse (TXRH) | 5.34% | 6.36% | 68.64% | - |
 Spotify (SPOT) | 5.08% | 0% | 47.17% | 7/20/2023 |
 Intuit (INTU) | 4.55% | 0% | 53.53% | 1/21/2025 |
 S&P Global (SPGI) | 4.42% | 5.21% | 56.63% | - |
 Amazon (AMZN) | 3.68% | 10.47% | 41.52% | - |
 Costco (COST) | 3.42% | 4.47% | 62.28% | - |
 VICI Properties (VICI) | 3.1% | 0% | 57.07% | 10/3/2024 |
 ProShares UltraPro QQQ (TQQQ) | 2.96% | 0% | 42.05% | 9/7/2023 |
 Chipotle (CMG) | 2.38% | 0% | 34.63% | 8/27/2024 |
 Pinterest (PINS) | 2.16% | 0% | 32.51% | 3/31/2023 |
 Palantir (PLTR) | 1.65% | 0% | 48.23% | 9/1/2023 |
 Visa (V) | 1.4% | 0% | 16.7% | 3/6/2024 |
 Salesforce (CRM) | 1.27% | 5.24% | 24.03% | - |
 Union Pacific (UNP) | 1.19% | 0% | 18.29% | 9/11/2023 |
 Hims & Hers (HIMS) | 1.1% | 14.08% | 10.95% | - |
 Block Inc. (XYZ) | 0.93% | 0% | 43.37% | 7/26/2023 |
 Booking (BKNG) | 0.87% | 5.48% | 17.05% | - |
 UnitedHealth (UNH) | 0.67% | 0% | 13.16% | 8/29/2023 |
 Alibaba (BABA) | 0.51% | 0% | 9.72% | 11/19/2024 |
 Medical Properties Trust (MPW) | 0.47% | 0% | 11.66% | 8/11/2023 |
 Pool Corp. (POOL) | 0.43% | 0% | 8.75% | 7/26/2023 |
 ASML (ASML) | 0.42% | 6.78% | 7.33% | - |
 Brookfield (BN.US) | 0.41% | 3.86% | 9.72% | - |
 Illumina (ILMN) | 0.39% | 0% | 4.86% | 2/24/2022 |
 Vertex (VRTX) | 0.33% | 0% | 5.83% | 3/8/2022 |
 Cardano (ADA) | 0.31% | 0% | 5.57% | 8/11/2023 |
 Canadian Pacific (CP) | 0.29% | 0% | 5.57% | 2/23/2024 |
 Airbnb (ABNB) | 0.19% | 0% | 4.86% | 2/24/2022 |
 Meta (META) | 0.18% | 0% | 2.74% | 3/29/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.18% | 0% | 4.86% | 2/24/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.15% | 0% | 2.56% | 10/2/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.14% | 0% | 4.86% | 2/24/2022 |
 Realty Income (O) | 0.1% | 0% | 1.41% | 9/27/2023 |
 Starbucks (SBUX) | 0.09% | 0% | 2.12% | 2/24/2022 |
 Novo-Nordisk (NVO) | 0.08% | 0% | 1.59% | 10/2/2023 |
 iShares China Large-Cap ETF (FXI) | 0.08% | 0% | 1.5% | 10/15/2024 |
 CRISPR Therapeutics (CRSP) | 0.07% | 0% | 4.86% | 2/24/2022 |
 AbbVie (ABBV) | 0.07% | 0% | 2.21% | 8/22/2023 |
 iRobot (IRBT) | 0.07% | 0% | 2.21% | 1/25/2022 |
 Gevo (GEVO) | 0.07% | 0% | 4.86% | 2/24/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.06% | 0% | 1.59% | 9/27/2023 |
 EOS (EOS) | 0.06% | 0% | 4.86% | 2/24/2022 |
 PayPal (PYPL) | 0.04% | 0% | 4.86% | 2/24/2022 |
 Bitcoin (BTC) | 0.03% | 0% | 0.53% | 3/12/2024 |
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% |