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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
MSFT87.32%
GOOG80.32%
NFLX75.77%
MA69.59%
SPGI68.83%
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) | 7.12% | 0% | 80.32% | 1/26/2026 |
 NVIDIA (NVDA) | 6.52% | 0% | 66.31% | 12/9/2025 |
 Amazon (AMZN) | 5.65% | 11.27% | 58.04% | - |
| Mastercard (MA) | 5.63% | 8.15% | 69.59% | - |
| Netflix (NFLX) | 5.41% | 0% | 75.77% | 12/8/2025 |
 AMD (AMD) | 5.39% | 0% | 30.16% | 5/19/2023 |
| Microsoft (MSFT) | 4.95% | 0% | 87.32% | 12/9/2025 |
| S&P Global (SPGI) | 4.86% | 3.16% | 68.83% | - |
 Texas Roadhouse (TXRH) | 4.22% | 0% | 58.93% | 8/14/2025 |
 Hims & Hers (HIMS) | 4.16% | 3.51% | 36.21% | - |
 Apple (AAPL) | 3.88% | 0% | 44.04% | 2/22/2024 |
 Spotify (SPOT) | 3.63% | 0% | 33.69% | 7/20/2023 |
 Intuit (INTU) | 3.25% | 0% | 38.23% | 1/21/2025 |
 Costco (COST) | 2.79% | 0% | 54.38% | 8/14/2025 |
 VICI Properties (VICI) | 2.21% | 0% | 40.76% | 10/3/2024 |
 ProShares UltraPro QQQ (TQQQ) | 2.12% | 0% | 30.03% | 9/7/2023 |
 Brookfield (BN.US) | 1.87% | 0% | 34.32% | 5/21/2026 |
 Chipotle (CMG) | 1.7% | 0% | 24.73% | 8/27/2024 |
 MercadoLibre (MELI) | 1.69% | 7.65% | 19.56% | - |
 Pinterest (PINS) | 1.54% | 0% | 23.22% | 3/31/2023 |
 ASML (ASML) | 1.53% | 0% | 25.68% | 1/28/2026 |
 Booking (BKNG) | 1.34% | 0% | 28.33% | 11/21/2025 |
 Meta (META) | 1.3% | 7.21% | 15.65% | - |
 FICO (FICO) | 1.27% | 9.04% | 17.73% | - |
 Salesforce (CRM) | 1.27% | 0% | 25.99% | 7/28/2025 |
 Palantir (PLTR) | 1.18% | 0% | 34.45% | 9/1/2023 |
 Uber (UBER) | 1.14% | 7.99% | 16.72% | - |
 Adobe (ADBE) | 1.13% | 5.76% | 11.17% | - |
 Visa (V) | 1% | 0% | 11.92% | 3/6/2024 |
 Union Pacific (UNP) | 0.85% | 0% | 13.06% | 9/11/2023 |
 ServiceNow (NOW) | 0.72% | 5.94% | 7.89% | - |
 Block Inc. (XYZ) | 0.67% | 0% | 30.98% | 7/26/2023 |
 Zeta Global (ZETA.US) | 0.54% | 7.75% | 8.45% | - |
 UnitedHealth (UNH) | 0.48% | 0% | 9.4% | 8/29/2023 |
 Alibaba (BABA) | 0.37% | 0% | 6.94% | 11/19/2024 |
 Medical Properties Trust (MPT) | 0.34% | 0% | 8.33% | 8/11/2023 |
 Pool Corp. (POOL) | 0.31% | 0% | 6.25% | 7/26/2023 |
 Illumina (ILMN) | 0.28% | 0% | 3.47% | 2/24/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.26% | 0% | 6.62% | 9/22/2025 |
 Vertex (VRTX) | 0.23% | 0% | 4.16% | 3/8/2022 |
 Cardano (ADA) | 0.22% | 0% | 3.97% | 8/11/2023 |
 Canadian Pacific (CP) | 0.21% | 0% | 3.97% | 2/23/2024 |
 Airbnb (ABNB) | 0.13% | 0% | 3.47% | 2/24/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.13% | 0% | 3.47% | 2/24/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.1% | 0% | 1.83% | 10/2/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.1% | 0% | 3.47% | 2/24/2022 |
 iShares Silver Trust (SLV) | 0.07% | 0% | 2.9% | 11/7/2025 |
 Realty Income (O) | 0.07% | 0% | 1.01% | 9/27/2023 |
 Starbucks (SBUX) | 0.06% | 0% | 1.51% | 2/24/2022 |
 Brookfield (BAM) | 0.06% | 5.69% | 1.01% | - |
 Novo-Nordisk (NVO) | 0.06% | 0% | 1.14% | 10/2/2023 |
 iShares China Large-Cap ETF (FXI) | 0.06% | 0% | 1.07% | 10/15/2024 |
 CRISPR Therapeutics (CRSP) | 0.05% | 0% | 3.47% | 2/24/2022 |
 AbbVie (ABBV) | 0.05% | 0% | 1.58% | 8/22/2023 |
 iRobot (IRBTQ) | 0.05% | 0% | 1.58% | 1/25/2022 |
 Gevo (GEVO) | 0.05% | 0% | 3.47% | 2/24/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.05% | 0% | 1.14% | 9/27/2023 |
 VAULTA (A) | 0.04% | 0% | 3.47% | 2/24/2022 |
 PayPal (PYPL) | 0.03% | 0% | 3.47% | 2/24/2022 |
 Bitcoin (BTC) | 0.02% | 0% | 0.38% | 3/12/2024 |
 Dave (DAVE) | 0% | 0% | 0.06% | 8/26/2025 |
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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