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Portfolio Diversification
Range
Most Diversified
57 instruments
January 16, 2026
Least Diversified
0 instruments
February 2, 2025
Average
31.2 instruments
Most Consistent Holdings
Top 5
GOOG99.79%
AMZN99.79%
BTC99.79%
TLT99.72%
UNH87.99%
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) | 13.4% | 5.96% | 99.79% | - |
 LVMH (MC.PA) | 8.36% | 4.01% | 80.19% | - |
| Amazon (AMZN) | 5.36% | 5.94% | 99.79% | - |
| UnitedHealth (UNH) | 4.29% | 0% | 87.99% | 8/1/2025 |
 Apple (AAPL) | 3.57% | 4.59% | 75.22% | - |
 Moody's (MCO) | 3.41% | 0.87% | 86.2% | - |
 McDonald's (MCD) | 2.94% | 1.54% | 53.21% | - |
 D.R. Horton (DHI) | 2.51% | 0% | 29.61% | 3/18/2025 |
 Deere (DE) | 2.41% | 0% | 46.03% | 2/14/2025 |
 NVIDIA (NVDA) | 2.39% | 6.34% | 50.52% | - |
 Disney (DIS) | 2.26% | 0.56% | 63.15% | - |
 Walmart (WMT) | 2.08% | 1% | 82.19% | - |
 ASML (ASML.NV) | 1.77% | 0% | 46.65% | 7/31/2025 |
 Meta (META) | 1.77% | 4.87% | 43.48% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.61% | 0.44% | 99.72% | - |
 Autozone (AZO) | 1.4% | 0% | 54.45% | 12/19/2025 |
 Abbott (ABT) | 1.39% | 0% | 77.85% | 3/7/2025 |
 Roche (ROG.ZU) | 1.36% | 0% | 69.5% | 11/5/2024 |
 Progressive (PGR) | 1.34% | 0% | 48.59% | 7/17/2025 |
 Microsoft (MSFT) | 1.3% | 4.61% | 23.53% | - |
 Visa (V) | 1.26% | 4.41% | 52.04% | - |
| Bitcoin (BTC) | 1.18% | 0.86% | 99.79% | - |
 Netflix (NFLX) | 1.13% | 1.12% | 43.34% | - |
 Coca-Cola (KO) | 1.12% | 0.85% | 56.38% | - |
 Fiserv (FISV) | 1.05% | 0% | 48.45% | 8/4/2025 |
 Adobe (ADBE) | 1.03% | 0.49% | 39.89% | - |
 Equinix (EQIX) | 0.99% | 1.33% | 45.41% | - |
 HelloFresh (HFG.DE) | 0.9% | 0% | 49.62% | 1/19/2024 |
 Service Corp Intl (SCI) | 0.84% | 0% | 41.41% | 11/7/2025 |
 Wolters Kluwer (WKL.NV) | 0.81% | 0% | 47.14% | 7/31/2025 |
 SPDR Gold (GLD) | 0.79% | 0% | 17.6% | 9/22/2022 |
 Ulta (ULTA) | 0.77% | 0% | 24.29% | 3/3/2025 |
 PayPal (PYPL) | 0.76% | 0% | 20.22% | 2/8/2024 |
 Ensign Group (ENSG) | 0.7% | 0% | 43.13% | 11/17/2025 |
 TSMC (TSM) | 0.66% | 1.11% | 73.36% | - |
 Ferrari (RACE) | 0.66% | 0% | 45.76% | 7/31/2025 |
 Thermo Fisher (TMO) | 0.65% | 0% | 64.8% | 8/28/2024 |
 Palo Alto Networks (PANW) | 0.56% | 0% | 26.98% | 3/24/2025 |
 VICI Properties (VICI) | 0.52% | 1.31% | 29.81% | - |
 Logista (LOG.MC) | 0.5% | 0% | 35.47% | 5/9/2025 |
 Ethereum (ETH) | 0.48% | 0% | 53.69% | 3/19/2024 |
 Medtronic (MDT.US) | 0.47% | 0% | 40.51% | 9/6/2023 |
 Aena (AENA.MC) | 0.47% | 0% | 37.89% | 9/18/2025 |
 Home Depot (HD) | 0.47% | 0.63% | 38.16% | - |
 Novo Nordisk (NOVO-B.CO) | 0.46% | 2.22% | 26.22% | - |
 Hershey (HSY) | 0.44% | 0% | 34.51% | 4/1/2025 |
 Merck (MRK) | 0.41% | 0% | 13.6% | 3/13/2025 |
 Emcor (EME) | 0.4% | 1.4% | 25.4% | - |
 Alibaba (BABA) | 0.38% | 0% | 52.38% | 2/28/2024 |
 Monster Beverage (MNST) | 0.37% | 0% | 29.54% | 5/19/2025 |
 EssilorLuxottica (EL.PA) | 0.35% | 0% | 24.5% | 2/7/2025 |
 Deutsche Boerse (DB1.DE) | 0.34% | 0% | 6.56% | 4/6/2022 |
 Northrop Grumman (NOC) | 0.34% | 0% | 22.29% | 3/12/2025 |
 AMETEK (AME) | 0.29% | 1.44% | 22.43% | - |
 BlackRock (BLK) | 0.27% | 1.87% | 11.87% | - |
 Games Workshop (GAW.L) | 0.26% | 0% | 20.29% | 2/14/2025 |
 Church & Dwight (CHD) | 0.22% | 0% | 23.46% | 2/13/2025 |
 JPMorgan (JPM) | 0.22% | 1.54% | 11.8% | - |
 Teledyne (TDY) | 0.2% | 0.77% | 22.43% | - |
 Hawkins (HWKN) | 0.19% | 1.28% | 14.22% | - |
 Waste Management (WM) | 0.19% | 1.12% | 26.57% | - |
 Sherwin-Williams (SHW) | 0.19% | 0% | 23.05% | 12/19/2025 |
 Air Liquide (AI.PA) | 0.19% | 0.54% | 22.91% | - |
 HCA (HCA) | 0.19% | 0% | 20.91% | 12/19/2025 |
 Lockheed Martin (LMT) | 0.16% | 0% | 10.56% | 8/28/2024 |
 Endava (DAVA) | 0.16% | 0% | 10.63% | 10/23/2023 |
 Ashtead (AHT.L) | 0.14% | 0% | 16.49% | 10/29/2024 |
 Ferrovial (FER.MC) | 0.14% | 0% | 9.66% | 12/29/2025 |
 Pfizer (PFE) | 0.13% | 0% | 7.45% | 4/19/2022 |
 Fortinet (FTNT) | 0.13% | 0.89% | 14.91% | - |
 Halozyme (HALO) | 0.12% | 0% | 11.87% | 8/4/2025 |
 Vidrala (VID.MC) | 0.12% | 0% | 19.05% | 4/30/2025 |
 Royal Gold (RGLD) | 0.12% | 1.88% | 8.14% | - |
 Mastercard (MA) | 0.11% | 1.8% | 5.38% | - |
 Coca-Cola Europacific (CCEP) | 0.1% | 1.2% | 6.97% | - |
 Otis (OTIS) | 0.1% | 0% | 18.15% | 7/24/2025 |
 Stryker (SYK) | 0.09% | 0% | 3.52% | 9/24/2025 |
 Take-Two (TTWO) | 0.09% | 0.81% | 9.04% | - |
 Inditex (ITX.MC) | 0.08% | 0.88% | 9.04% | - |
 Uber (UBER) | 0.08% | 1.27% | 7.18% | - |
 Airbus (AIR.PA) | 0.06% | 0.82% | 7.25% | - |
 Tesla (TSLA) | 0.06% | 1.42% | 4% | - |
 Berkshire Hathaway (BRK.B) | 0.06% | 1.64% | 3.86% | - |
 Costco (COST) | 0.06% | 1.07% | 6.76% | - |
 Badger Meter (BMI) | 0.05% | 0.84% | 6.14% | - |
 GE Vernova (GEV) | 0.05% | 0% | 16.84% | 9/16/2025 |
 Oracle (ORCL) | 0.05% | 1.22% | 4% | - |
 ExxonMobil (XOM) | 0.04% | 1.1% | 3.93% | - |
 Tencent (0700.HK) | 0.04% | 0.79% | 4.76% | - |
 Heico (HEI) | 0.04% | 0.58% | 6.76% | - |
 AbbVie (ABBV) | 0.04% | 1.08% | 3.93% | - |
 Bank of America (BAC) | 0.04% | 1.14% | 3.93% | - |
 NVR (NVR) | 0.04% | 0% | 4.07% | 3/18/2025 |
 MercadoLibre (MELI) | 0.04% | 0.83% | 4.35% | - |
 eToro Group LTD (ETOR) | 0.03% | 0.78% | 4.76% | - |
 Broadcom (AVGO) | 0.03% | 1.69% | 3.38% | - |
 Nu (NU) | 0.03% | 0.57% | 4.55% | - |
 Dassault Aviation (AM.PA) | 0.03% | 0% | 3.17% | 4/4/2025 |
 SAP (SAP.DE) | 0.02% | 0.76% | 2.97% | - |
 Amadeus (AMS.MC) | 0.02% | 0% | 1.45% | 4/7/2025 |
 Sony (SONY) | 0.02% | 0.6% | 3.86% | - |
 Procter & Gamble (PG) | 0.02% | 0.74% | 2.9% | - |
 Chubb (CB) | 0% | 1.01% | 0.48% | - |
 Accenture (ACN) | 0% | 0.92% | 0.41% | - |
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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