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Portfolio Diversification
Range
Most Diversified
23 instruments
January 30, 2026
Least Diversified
0 instruments
April 12, 2025
Average
15.1 instruments
Most Consistent Holdings
Top 5
SPYG98.34%
AMD90.87%
TSM90.87%
NVDA89.42%
AMZN88.17%
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) | 13.96% | 3.11% | 98.34% | - |
 Meta (META) | 12.43% | 16.29% | 57.47% | - |
 Microsoft (MSFT) | 9.49% | 18.93% | 68.46% | - |
| AMD (AMD) | 8.83% | 9.9% | 90.87% | - |
| NVIDIA (NVDA) | 6.34% | 3.63% | 89.42% | - |
 Alphabet (GOOGL) | 5.74% | 3.99% | 88.17% | - |
 Mastercard (MA) | 5.51% | 3.14% | 88.17% | - |
 UnitedHealth (UNH) | 5.35% | 6.15% | 72.82% | - |
| TSMC (TSM) | 3.85% | 2.25% | 90.87% | - |
 Palo Alto Networks (PANW) | 3.31% | 5.32% | 73.44% | - |
 Lululemon (LULU) | 3.26% | 1.35% | 82.16% | - |
 Visa (V) | 3.21% | 2.01% | 83.61% | - |
| Amazon (AMZN) | 2.57% | 1.49% | 88.17% | - |
 Fortinet (FTNT) | 1.98% | 2.69% | 73.44% | - |
 Deckers (DECK) | 1.76% | 0% | 50.21% | 1/30/2026 |
 Novo-Nordisk (NVO) | 1.3% | 0.49% | 88.17% | - |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 1.25% | 3.22% | 32.16% | - |
 PulteGroup (PHM) | 1% | 0% | 50% | 1/29/2026 |
 Constellation Brands (STZ) | 0.96% | 0% | 45.23% | 2/5/2026 |
 iShares USD Treasury Bond 20+yr UCITS ETF (DTLA.L) | 0.51% | 0% | 27.8% | 6/15/2026 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.44% | 0% | 17.43% | 5/25/2026 |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 0.35% | 0% | 28.22% | 7/17/2026 |
 iShares Edge MSCI USA Quality Factor UCITS ETF (IUQA.L) | 0.19% | 0% | 5.81% | 2/26/2026 |
 iShares iBonds Dec 2027 Term $ Treasury UCITS ETF (IT27.L) | 0.17% | 0% | 5.81% | 2/26/2026 |
 Jpmorgan Equity Premium Inco (JEPI) | 0.12% | 0% | 4.77% | 2/5/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.09% | 0% | 8.92% | 2/25/2026 |
 Janus Henderson Aaa Clo Etf (JAAA) | 0.08% | 0% | 4.56% | 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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