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Portfolio Diversification
Range
Most Diversified
61 instruments
March 7, 2026
Least Diversified
0 instruments
February 2, 2025
Average
32.1 instruments
Most Consistent Holdings
Top 5
GOOG99.8%
AMZN99.8%
BTC99.8%
TLT99.73%
MCO86.62%
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) | 13.16% | 5.2% | 99.8% | - |
 LVMH (MC.PA) | 8.21% | 3.25% | 80.8% | - |
| Amazon (AMZN) | 5.36% | 5.13% | 99.8% | - |
 UnitedHealth (UNH) | 4.15% | 0% | 85.28% | 8/1/2025 |
 Apple (AAPL) | 3.61% | 4.49% | 75.99% | - |
| Moody's (MCO) | 3.32% | 0.75% | 86.62% | - |
 McDonald's (MCD) | 2.89% | 1.56% | 54.65% | - |
 NVIDIA (NVDA) | 2.51% | 5.92% | 52.04% | - |
 D.R. Horton (DHI) | 2.43% | 0% | 28.7% | 3/18/2025 |
 Deere (DE) | 2.34% | 0% | 44.62% | 2/14/2025 |
 Disney (DIS) | 2.21% | 0.48% | 64.28% | - |
 Walmart (WMT) | 2.05% | 0.98% | 82.74% | - |
 Meta (META) | 1.88% | 4.88% | 45.22% | - |
 ASML (ASML.NV) | 1.72% | 0% | 45.22% | 7/31/2025 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.57% | 0.42% | 99.73% | - |
 Microsoft (MSFT) | 1.4% | 5.19% | 25.89% | - |
 Autozone (AZO) | 1.36% | 0% | 52.78% | 12/19/2025 |
 Visa (V) | 1.35% | 4.02% | 53.51% | - |
 Abbott (ABT) | 1.35% | 0% | 75.45% | 3/7/2025 |
 Roche (ROG.ZU) | 1.32% | 0% | 67.36% | 11/5/2024 |
 Progressive (PGR) | 1.29% | 0% | 47.09% | 7/17/2025 |
| Bitcoin (BTC) | 1.16% | 0.62% | 99.8% | - |
 Netflix (NFLX) | 1.13% | 1.57% | 45.08% | - |
 Coca-Cola (KO) | 1.12% | 0.86% | 57.73% | - |
 Adobe (ADBE) | 1.02% | 1.35% | 41.74% | - |
 Fiserv (FISV) | 1.02% | 0% | 46.96% | 8/4/2025 |
 Equinix (EQIX) | 1.01% | 1.49% | 47.09% | - |
 HelloFresh (HFG.DE) | 0.88% | 0% | 48.09% | 1/19/2024 |
 Service Corp Intl (SCI) | 0.81% | 0% | 40.13% | 11/7/2025 |
 Wolters Kluwer (WKL.NV) | 0.78% | 0% | 45.69% | 7/31/2025 |
 SPDR Gold (GLD) | 0.76% | 0% | 17.06% | 9/22/2022 |
 Ulta (ULTA) | 0.75% | 0% | 23.55% | 3/3/2025 |
 PayPal (PYPL) | 0.74% | 0% | 19.6% | 2/8/2024 |
 TSMC (TSM) | 0.68% | 1.07% | 74.18% | - |
 Ensign Group (ENSG) | 0.68% | 0% | 41.81% | 11/17/2025 |
 Ferrari (RACE) | 0.64% | 0% | 44.35% | 7/31/2025 |
 Thermo Fisher (TMO) | 0.63% | 0% | 62.81% | 8/28/2024 |
 VICI Properties (VICI) | 0.54% | 1.27% | 31.97% | - |
 Palo Alto Networks (PANW) | 0.54% | 0% | 26.15% | 3/24/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.49% | 1.28% | 28.49% | - |
 Logista (LOG.MC) | 0.48% | 0% | 34.38% | 5/9/2025 |
 Home Depot (HD) | 0.47% | 0.57% | 40.07% | - |
 Ethereum (ETH) | 0.46% | 0% | 52.04% | 3/19/2024 |
 Medtronic (MDT.US) | 0.46% | 0% | 39.26% | 9/6/2023 |
 Aena (AENA.MC) | 0.46% | 0% | 36.72% | 9/18/2025 |
 Emcor (EME) | 0.44% | 1.35% | 27.69% | - |
 Hershey (HSY) | 0.43% | 0% | 33.44% | 4/1/2025 |
 Merck (MRK) | 0.4% | 0% | 13.18% | 3/13/2025 |
 Alibaba (BABA) | 0.37% | 0% | 50.77% | 2/28/2024 |
 Monster Beverage (MNST) | 0.36% | 0% | 28.63% | 5/19/2025 |
 EssilorLuxottica (EL.PA) | 0.34% | 0% | 23.75% | 2/7/2025 |
 Deutsche Boerse (DB1.DE) | 0.33% | 0% | 6.35% | 4/6/2022 |
 Northrop Grumman (NOC) | 0.33% | 0% | 21.61% | 3/12/2025 |
 AMETEK (AME) | 0.33% | 1.41% | 24.82% | - |
 BlackRock (BLK) | 0.32% | 1.51% | 14.58% | - |
 JPMorgan (JPM) | 0.26% | 1.38% | 14.52% | - |
 Games Workshop (GAW.L) | 0.25% | 0% | 19.67% | 2/14/2025 |
 Hawkins (HWKN) | 0.22% | 1.18% | 16.86% | - |
 Teledyne (TDY) | 0.22% | 0.82% | 24.82% | - |
 Waste Management (WM) | 0.22% | 1.17% | 28.83% | - |
 Church & Dwight (CHD) | 0.22% | 0% | 22.74% | 2/13/2025 |
 Air Liquide (AI.PA) | 0.2% | 0.55% | 25.28% | - |
 Sherwin-Williams (SHW) | 0.18% | 0% | 22.34% | 12/19/2025 |
 HCA (HCA) | 0.18% | 0% | 20.27% | 12/19/2025 |
 Mastercard (MA) | 0.16% | 1.66% | 8.29% | - |
 Fortinet (FTNT) | 0.16% | 1.33% | 17.53% | - |
 Lockheed Martin (LMT) | 0.16% | 0% | 10.23% | 8/28/2024 |
 Royal Gold (RGLD) | 0.16% | 1.33% | 10.97% | - |
 Endava (DAVA) | 0.15% | 0% | 10.3% | 10/23/2023 |
 Ashtead (AHT.L) | 0.14% | 0% | 15.99% | 10/29/2024 |
 Ferrovial (FER.MC) | 0.14% | 0% | 9.36% | 12/29/2025 |
 Coca-Cola Europacific (CCEP) | 0.13% | 1.27% | 9.83% | - |
 Pfizer (PFE) | 0.13% | 0% | 7.22% | 4/19/2022 |
 Halozyme (HALO) | 0.12% | 0% | 11.51% | 8/4/2025 |
 Uber (UBER) | 0.11% | 1.55% | 10.03% | - |
 Vidrala (VID.MC) | 0.11% | 0% | 18.46% | 4/30/2025 |
 Berkshire Hathaway (BRK.B) | 0.11% | 1.58% | 6.82% | - |
 Inditex (ITX.MC) | 0.11% | 0.77% | 11.84% | - |
 Take-Two (TTWO) | 0.11% | 0.67% | 11.84% | - |
 Tesla (TSLA) | 0.1% | 1.26% | 6.96% | - |
 Otis (OTIS) | 0.09% | 0% | 17.59% | 7/24/2025 |
 Oracle (ORCL) | 0.09% | 1.46% | 6.96% | - |
 Costco (COST) | 0.09% | 1.04% | 9.63% | - |
 Badger Meter (BMI) | 0.09% | 1.18% | 9.03% | - |
 Stryker (SYK) | 0.09% | 0% | 3.41% | 9/24/2025 |
 Airbus (AIR.PA) | 0.08% | 0.65% | 10.1% | - |
 Broadcom (AVGO) | 0.08% | 1.57% | 6.35% | - |
 AbbVie (ABBV) | 0.07% | 1.09% | 6.89% | - |
 Bank of America (BAC) | 0.07% | 1% | 6.89% | - |
 Tencent (0700.HK) | 0.06% | 0.95% | 7.69% | - |
 MercadoLibre (MELI) | 0.06% | 0.68% | 7.29% | - |
 ExxonMobil (XOM) | 0.06% | 0% | 5.28% | 2/12/2026 |
 Heico (HEI) | 0.06% | 0.48% | 9.63% | - |
 eToro Group LTD (ETOR) | 0.06% | 0.76% | 7.69% | - |
 SAP (SAP.DE) | 0.05% | 0.96% | 5.95% | - |
 GE Vernova (GEV) | 0.05% | 0% | 16.32% | 9/16/2025 |
 Nu (NU) | 0.05% | 0.92% | 7.49% | - |
 Procter & Gamble (PG) | 0.04% | 0.73% | 5.89% | - |
 Sony (SONY) | 0.04% | 0.51% | 6.82% | - |
 NVR (NVR) | 0.04% | 0% | 3.95% | 3/18/2025 |
 Chubb (CB) | 0.04% | 1.04% | 3.55% | - |
 Accenture (ACN) | 0.04% | 1.72% | 3.48% | - |
 Dassault Aviation (AM.PA) | 0.03% | 0% | 3.08% | 4/4/2025 |
 Amadeus (AMS.MC) | 0.02% | 0% | 1.4% | 4/7/2025 |
 ADP (ADP) | 0.02% | 1.08% | 1.61% | - |
 Autodesk (ADSK) | 0.01% | 0.83% | 1.61% | - |
 Sprouts (SFM) | 0.01% | 1.02% | 1.2% | - |
 S&P Global (SPGI) | 0.01% | 0.72% | 1.61% | - |
 GoDaddy (GDDY) | 0% | 0.74% | 0.13% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.8% | 6.01% |
| Amazon (AMZN) | 4.79% | 5.94% |
| Alphabet (GOOG) | 2.69% | 5.86% |
| Meta (META) | 4.76% | 5.34% |
| Apple (AAPL) | 3.81% | 5.07% |
| Microsoft (MSFT) | 4.52% | 4.92% |
| Visa (V) | 5.16% | 4.76% |
| LVMH (MC.PA) | 5.72% | 4.58% |
| Mastercard (MA) | 2.11% | 1.94% |
| Novo Nordisk (NOVO-B.CO) | 3.1% | 1.84% |
| BlackRock (BLK) | 2.16% | 1.81% |
| Berkshire Hathaway (BRK.B) | 1.96% | 1.7% |
| JPMorgan (JPM) | 1.74% | 1.64% |
| McDonald's (MCD) | 1.77% | 1.55% |
| Tesla (TSLA) | 1.59% | 1.52% |
| Royal Gold (RGLD) | 1.42% | 1.51% |
| AMETEK (AME) | 1.43% | 1.39% |
| Oracle (ORCL) | 1.57% | 1.32% |
| Equinix (EQIX) | 1.59% | 1.3% |
| VICI Properties (VICI) | 1.58% | 1.29% |
| Emcor (EME) | 0.89% | 1.25% |
| Uber (UBER) | 1.59% | 1.25% |
| Coca-Cola Europacific (CCEP) | 1.41% | 1.23% |
| Hawkins (HWKN) | 1.36% | 1.2% |
| Broadcom (AVGO) | 1.35% | 1.17% |
| AbbVie (ABBV) | 1.33% | 1.16% |
| Waste Management (WM) | 1.2% | 1.12% |
| TSMC (TSM) | 0.65% | 1.03% |
| ExxonMobil (XOM) | 1.11% | 1.02% |
| Costco (COST) | 1.16% | 0.96% |
| Netflix (NFLX) | 1.14% | 0.95% |
| Fortinet (FTNT) | 1.13% | 0.94% |
| Walmart (WMT) | 1.02% | 0.94% |
| Bank of America (BAC) | 1.01% | 0.93% |
| Inditex (ITX.MC) | 0.83% | 0.9% |
| Badger Meter (BMI) | 1.06% | 0.88% |
| Moody's (MCO) | 0.92% | 0.87% |
| Take-Two (TTWO) | 0.95% | 0.87% |
| Bitcoin (BTC) | 0.63% | 0.86% |
| Coca-Cola (KO) | 0.95% | 0.83% |
| MercadoLibre (MELI) | 0.97% | 0.82% |
| SAP (SAP.DE) | 0.94% | 0.82% |
| Tencent (0700.HK) | 0.98% | 0.78% |
| Airbus (AIR.PA) | 0.91% | 0.78% |
| Procter & Gamble (PG) | 0.81% | 0.73% |
| Teledyne (TDY) | 0.77% | 0.69% |
| Sony (SONY) | 0.81% | 0.65% |
| eToro Group LTD (ETOR) | 0.73% | 0.6% |
| Home Depot (HD) | 0.68% | 0.58% |
| Nu (NU) | 0.62% | 0.57% |
| Air Liquide (AI.PA) | 0.73% | 0.56% |
| Heico (HEI) | 0.6% | 0.55% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 0.62% | 0.44% |
Cash & Instruments Over Time
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