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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
MSFT80.37%
GOOG73.93%
MA71.6%
SPGI70.85%
NFLX69.74%
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) | 6.55% | 0% | 73.93% | 1/26/2026 |
 NVIDIA (NVDA) | 6.01% | 0% | 61.03% | 12/9/2025 |
 Amazon (AMZN) | 6% | 10.46% | 60.98% | - |
| Mastercard (MA) | 5.83% | 9.01% | 71.6% | - |
| Netflix (NFLX) | 4.98% | 0% | 69.74% | 12/8/2025 |
 AMD (AMD) | 4.96% | 0% | 27.76% | 5/19/2023 |
| S&P Global (SPGI) | 4.85% | 4.84% | 70.85% | - |
| Microsoft (MSFT) | 4.56% | 0% | 80.37% | 12/9/2025 |
 Hims & Hers (HIMS) | 4.09% | 0% | 38.62% | 9/11/2026 |
 Texas Roadhouse (TXRH) | 3.88% | 0% | 54.24% | 8/14/2025 |
 Apple (AAPL) | 3.58% | 0% | 40.53% | 2/22/2024 |
 Spotify (SPOT) | 3.34% | 0% | 31.01% | 7/20/2023 |
 Intuit (INTU) | 2.99% | 0% | 35.19% | 1/21/2025 |
 Costco (COST) | 2.57% | 0% | 50.06% | 8/14/2025 |
 MercadoLibre (MELI) | 2.26% | 9.03% | 25.49% | - |
 VICI Properties (VICI) | 2.04% | 0% | 37.51% | 10/3/2024 |
 ProShares UltraPro QQQ (TQQQ) | 1.95% | 0% | 27.64% | 9/7/2023 |
 Meta (META) | 1.9% | 10.15% | 21.95% | - |
 FICO (FICO) | 1.78% | 6.3% | 23.81% | - |
 Brookfield (BN.US) | 1.73% | 0% | 31.59% | 5/21/2026 |
 Adobe (ADBE) | 1.72% | 8.92% | 17.83% | - |
 Uber (UBER) | 1.69% | 8.06% | 22.94% | - |
 Chipotle (CMG) | 1.56% | 0% | 22.76% | 8/27/2024 |
 ServiceNow (NOW) | 1.46% | 12.36% | 14.81% | - |
 Pinterest (PINS) | 1.42% | 0% | 21.37% | 3/31/2023 |
 ASML (ASML) | 1.41% | 0% | 23.64% | 1/28/2026 |
 Booking (BKNG) | 1.23% | 0% | 26.07% | 11/21/2025 |
 Salesforce (CRM) | 1.17% | 0% | 23.93% | 7/28/2025 |
 Palantir (PLTR) | 1.08% | 0% | 31.71% | 9/1/2023 |
 Zeta Global (ZETA.US) | 1.07% | 7.91% | 15.33% | - |
 Visa (V) | 0.92% | 0% | 10.98% | 3/6/2024 |
 Union Pacific (UNP) | 0.78% | 0% | 12.02% | 9/11/2023 |
 Block Inc. (XYZ) | 0.61% | 0% | 28.51% | 7/26/2023 |
 Brookfield (BAM) | 0.45% | 4.69% | 8.48% | - |
 UnitedHealth (UNH) | 0.44% | 0% | 8.65% | 8/29/2023 |
 Alibaba (BABA) | 0.34% | 0% | 6.39% | 11/19/2024 |
 Medical Properties Trust (MPT) | 0.31% | 0% | 7.67% | 8/11/2023 |
 Pool Corp. (POOL) | 0.28% | 0% | 5.75% | 7/26/2023 |
 Illumina (ILMN) | 0.26% | 0% | 3.19% | 2/24/2022 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.24% | 0% | 6.1% | 9/22/2025 |
 Vertex (VRTX) | 0.21% | 0% | 3.83% | 3/8/2022 |
 Cardano (ADA) | 0.2% | 0% | 3.66% | 8/11/2023 |
 Canadian Pacific (CP) | 0.19% | 0% | 3.66% | 2/23/2024 |
 Airbnb (ABNB) | 0.12% | 0% | 3.19% | 2/24/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.12% | 0% | 3.19% | 2/24/2022 |
 AppLovin (APP) | 0.1% | 3.98% | 2.26% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.1% | 0% | 1.68% | 10/2/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.09% | 0% | 3.19% | 2/24/2022 |
 Construction Partners (ROAD) | 0.08% | 3.08% | 2.26% | - |
 iShares Silver Trust (SLV) | 0.07% | 0% | 2.67% | 11/7/2025 |
 Realty Income (O) | 0.06% | 0% | 0.93% | 9/27/2023 |
 Starbucks (SBUX) | 0.06% | 0% | 1.39% | 2/24/2022 |
 Novo-Nordisk (NVO) | 0.05% | 0% | 1.05% | 10/2/2023 |
 iShares China Large-Cap ETF (FXI) | 0.05% | 0% | 0.99% | 10/15/2024 |
 CRISPR Therapeutics (CRSP) | 0.05% | 0% | 3.19% | 2/24/2022 |
 AbbVie (ABBV) | 0.05% | 0% | 1.45% | 8/22/2023 |
 iRobot (IRBTQ) | 0.05% | 0% | 1.45% | 1/25/2022 |
 Gevo (GEVO) | 0.04% | 0% | 3.19% | 2/24/2022 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.04% | 0% | 1.05% | 9/27/2023 |
 VAULTA (A) | 0.04% | 0% | 3.19% | 2/24/2022 |
 PayPal (PYPL) | 0.03% | 0% | 3.19% | 2/24/2022 |
 Bitcoin (BTC) | 0.02% | 0% | 0.35% | 3/12/2024 |
 Dave (DAVE) | 0% | 0% | 0.06% | 8/26/2025 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.23% | 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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