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Portfolio Diversification
Range
Most Diversified
21 instruments
July 17, 2025
Least Diversified
0 instruments
January 14, 2024
Average
6.5 instruments
Most Consistent Holdings
Top 5
GOOG32.22%
MSFT32.22%
AMZN32.22%
KO32.22%
UNH32.22%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 14, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AMD (AMD) | 3.65% | 8.23% | 32.22% | - |
| Alphabet (GOOG) | 3.63% | 11.68% | 32.22% | - |
 NVIDIA (NVDA) | 3.09% | 8.56% | 32.22% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 2.96% | 8.41% | 32.22% | - |
| UnitedHealth (UNH) | 2.47% | 6.68% | 32.22% | - |
| Amazon (AMZN) | 1.8% | 4.97% | 32.22% | - |
| Coca-Cola (KO) | 1.72% | 5.44% | 32.22% | - |
 Ulta (ULTA) | 1.7% | 4.69% | 32.22% | - |
 Chipotle (CMG) | 1.5% | 5.59% | 32.22% | - |
| Microsoft (MSFT) | 1.35% | 5.5% | 32.22% | - |
 Realty Income (O) | 1.24% | 3.81% | 32.22% | - |
 Target (TGT) | 1.05% | 4.5% | 32.22% | - |
 Novo-Nordisk (NVO) | 0.92% | 4.49% | 30.24% | - |
 Lululemon (LULU) | 0.91% | 3.39% | 32.22% | - |
 Shell (SHEL) | 0.82% | 2.96% | 32.22% | - |
 Nike (NKE) | 0.73% | 2.87% | 32.22% | - |
 Abercrombie & Fitch (ANF) | 0.64% | 2.52% | 32.22% | - |
 PepsiCo (PEP) | 0.54% | 1.65% | 32.22% | - |
 JD.com (JD.US) | 0.44% | 1.69% | 32.22% | - |
 Tesla (TSLA) | 0.25% | 0% | 11.15% | 10/14/2025 |
 Chainlink (LINK) | 0.11% | 0.75% | 16.36% | - |
 Litecoin (LTC) | 0.11% | 0.86% | 12.27% | - |
 Disney (DIS) | 0.03% | 0% | 1.86% | 7/31/2025 |
 Johnson & Johnson (JNJ) | 0.02% | 0% | 1.86% | 7/31/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.02% | 12.29% |
| NVIDIA (NVDA) | 6.77% | 8.97% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 8.9% | 8.95% |
| AMD (AMD) | 5.14% | 8.3% |
| UnitedHealth (UNH) | 8.92% | 7.99% |
| Chipotle (CMG) | 8.16% | 5.88% |
| Amazon (AMZN) | 5.6% | 5.4% |
| Ulta (ULTA) | 4.29% | 5.33% |
| Coca-Cola (KO) | 5.92% | 4.95% |
| Novo-Nordisk (NVO) | 4.89% | 4.04% |
| Microsoft (MSFT) | 4.03% | 3.8% |
| Target (TGT) | 5.07% | 3.62% |
| Realty Income (O) | 4.25% | 3.44% |
| Nike (NKE) | 4.34% | 3.37% |
| Abercrombie & Fitch (ANF) | 2.47% | 3.33% |
| Lululemon (LULU) | 4.23% | 3.3% |
| Shell (SHEL) | 2.64% | 2.33% |
| JD.com (JD.US) | 2.46% | 1.67% |
| PepsiCo (PEP) | 1.92% | 1.52% |
| Litecoin (LTC) | 1.06% | 0.81% |
| Chainlink (LINK) | 0.84% | 0.64% |
Cash & Instruments Over Time
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