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Portfolio Diversification
Range
Most Diversified
23 instruments
January 30, 2026
Least Diversified
0 instruments
April 12, 2025
Average
14.9 instruments
Most Consistent Holdings
Top 5
SPYG98.53%
AMD89.73%
TSM89.73%
NVDA88.02%
AMZN86.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 12, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.84% | 3.78% | 98.53% | - |
 Meta (META) | 11.43% | 19.65% | 50.37% | - |
 Microsoft (MSFT) | 8.41% | 14.98% | 63.33% | - |
| AMD (AMD) | 8.28% | 12.08% | 89.73% | - |
| NVIDIA (NVDA) | 6.79% | 4.46% | 88.02% | - |
 Alphabet (GOOGL) | 5.98% | 5.27% | 86.55% | - |
 Mastercard (MA) | 5.92% | 3.45% | 86.55% | - |
 UnitedHealth (UNH) | 5.07% | 7.27% | 68.46% | - |
| TSMC (TSM) | 4.07% | 2.77% | 89.73% | - |
 Lululemon (LULU) | 3.58% | 1.75% | 79.46% | - |
 Visa (V) | 3.4% | 2.26% | 81.17% | - |
 Palo Alto Networks (PANW) | 2.99% | 4.81% | 69.19% | - |
| Amazon (AMZN) | 2.76% | 1.83% | 86.55% | - |
 Deckers (DECK) | 2.08% | 0% | 59.17% | 1/30/2026 |
 Fortinet (FTNT) | 1.83% | 2.76% | 69.19% | - |
 Novo-Nordisk (NVO) | 1.43% | 0.62% | 86.55% | - |
 PulteGroup (PHM) | 1.17% | 0% | 58.92% | 1/29/2026 |
 Constellation Brands (STZ) | 1.13% | 0% | 53.3% | 2/5/2026 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.85% | 3.91% | 20.54% | - |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.53% | 1.55% | 27.63% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.52% | 2.23% | 20.54% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.27% | 1.13% | 20.78% | - |
 iShares Edge MSCI USA Quality Factor UCITS ETF (IUQA.L) | 0.23% | 0% | 6.85% | 2/26/2026 |
 iShares iBonds Dec 2027 Term $ Treasury UCITS ETF (IT27.L) | 0.2% | 0% | 6.85% | 2/26/2026 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.14% | 0% | 5.62% | 2/5/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.11% | 0% | 10.51% | 2/25/2026 |
 Janus Henderson Aaa Clo Etf (JAAA) | 0.09% | 0% | 5.38% | 2/4/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 27.75% | 24.56% |
| Microsoft (MSFT) | 12.21% | 11.06% |
| AMD (AMD) | 5.15% | 7.61% |
| UnitedHealth (UNH) | 6.33% | 6.3% |
| Alphabet (GOOGL) | 3.46% | 5.93% |
| Mastercard (MA) | 5.85% | 5.44% |
| NVIDIA (NVDA) | 4.15% | 5.31% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 4.01% | 4.69% |
| Lululemon (LULU) | 4.98% | 3.93% |
| Palo Alto Networks (PANW) | 3.58% | 3.49% |
| Visa (V) | 3.58% | 3.32% |
| TSMC (TSM) | 1.97% | 2.87% |
| Fortinet (FTNT) | 2.41% | 2.25% |
| Amazon (AMZN) | 2.1% | 2.18% |
| Deckers (DECK) | 2.13% | 1.96% |
| Constellation Brands (STZ) | 1.68% | 1.3% |
| PulteGroup (PHM) | 0.99% | 1.11% |
| Novo-Nordisk (NVO) | 1.48% | 0.96% |
Cash & Instruments Over Time
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