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Portfolio Diversification
Range
Most Diversified
42 instruments
June 19, 2025
Least Diversified
0 instruments
August 9, 2025
Average
38 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
META99.67%
MSFT99.67%
AMZN99.67%
MA99.67%
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 |
|---|---|---|---|---|
| Meta (META) | 8.03% | 4.44% | 99.67% | - |
 Netflix (NFLX) | 5.41% | 3.44% | 99.67% | - |
 ASML (ASML.NV) | 5.38% | 6.39% | 99.67% | - |
 Alphabet (GOOG) | 5.29% | 5.88% | 98.95% | - |
 NVIDIA (NVDA) | 5.27% | 4.82% | 99.67% | - |
| Microsoft (MSFT) | 5.27% | 4.49% | 99.67% | - |
 AMD (AMD) | 4.12% | 0% | 90.42% | 11/13/2025 |
| Amazon (AMZN) | 4.1% | 4.51% | 99.67% | - |
 Visa (V) | 3.41% | 3.78% | 99.67% | - |
 Uber (UBER) | 2.77% | 3.65% | 99.67% | - |
 Intuitive Surgical (ISRG) | 2.44% | 1.11% | 99.67% | - |
| Mastercard (MA) | 2.37% | 2.5% | 99.67% | - |
 Ferrari (RACE) | 2.17% | 4.04% | 96.19% | - |
 Bitcoin (BTC) | 2.07% | 2.04% | 99.67% | - |
 Salesforce (CRM) | 2.07% | 0% | 97.18% | 2/26/2026 |
| Apple (AAPL) | 2.04% | 1.22% | 99.67% | - |
 LVMH (MC.PA) | 1.88% | 2.1% | 91.47% | - |
| 1.75% | 0% | 7.68% | 4/28/2022 | |
 Adobe (ADBE) | 1.73% | 2.31% | 81.43% | - |
 Novo Nordisk (NOVO-B.CO) | 1.6% | 0% | 95.41% | 2/5/2026 |
 BlackRock (BLK) | 1.57% | 2.11% | 94.36% | - |
 Starbucks (SBUX) | 1.36% | 0% | 75.85% | 5/5/2025 |
 Tesla (TSLA) | 1.13% | 0% | 59.32% | 7/24/2024 |
 Shopify (SHOP) | 0.98% | 0% | 48.82% | 2/13/2024 |
 PayPal (PYPL) | 0.95% | 0% | 48.49% | 2/8/2024 |
 Seagen Inc (SGEN) | 0.91% | 0% | 45.08% | 12/18/2023 |
 Moody's (MCO) | 0.9% | 1.93% | 91.73% | - |
 American Express (AXP) | 0.86% | 2.09% | 52.03% | - |
 Autodesk (ADSK) | 0.82% | 0% | 58.46% | 7/11/2024 |
 McDonald's (MCD) | 0.8% | 1.13% | 63.06% | - |
 UnitedHealth (UNH) | 0.76% | 3.93% | 46.39% | - |
 DexCom (DXCM) | 0.76% | 0% | 47.64% | 1/26/2024 |
 Micron (MU) | 0.75% | 0% | 84.91% | 8/20/2025 |
 Align (ALGN) | 0.74% | 0% | 48.1% | 2/2/2024 |
 IDEXX (IDXX) | 0.73% | 0% | 76.97% | 8/28/2025 |
 West Pharma (WST) | 0.72% | 0% | 48.95% | 2/15/2024 |
 Akamai (AKAM) | 0.7% | 0% | 73.16% | 2/21/2025 |
 Zoetis (ZTS) | 0.69% | 2.84% | 43.04% | - |
 Coca-Cola (KO) | 0.64% | 1.48% | 63.06% | - |
 Corsair (CRSR) | 0.57% | 0% | 36.61% | 8/7/2023 |
 ADP (ADP) | 0.55% | 3.7% | 48.56% | - |
 Etsy (ETSY) | 0.51% | 0% | 47.57% | 1/25/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.49% | 4.23% | 16.67% | - |
 Procter & Gamble (PG) | 0.49% | 2.54% | 52.03% | - |
 Kimberly-Clark (KMB) | 0.45% | 0% | 53.08% | 4/22/2024 |
 ABIOMED Inc (ABMD) | 0.39% | 0% | 21.98% | 12/23/2022 |
 Roche (ROG.ZU) | 0.39% | 0% | 41.14% | 10/19/2023 |
 PepsiCo (PEP) | 0.35% | 0% | 37.66% | 7/18/2025 |
 Iberdrola (IBE.MC) | 0.34% | 0.94% | 50.39% | - |
 Moncler (MONC.MI) | 0.33% | 1.56% | 32.48% | - |
 Datadog (DDOG) | 0.31% | 0% | 52.23% | 4/10/2024 |
 Nike (NKE) | 0.3% | 0% | 32.94% | 8/12/2025 |
 Fastenal (FAST) | 0.26% | 0% | 36.02% | 10/22/2025 |
 Booking (BKNG) | 0.25% | 3.21% | 23.49% | - |
 Inditex (ITX.MC) | 0.21% | 0.84% | 25.26% | - |
 Hermes (RMS.PA) | 0.2% | 2.74% | 14.76% | - |
 Interactive Brokers Group (IBKR) | 0.18% | 1.43% | 22.64% | - |
 jaynemesis | 0.18% | 0% | 1.25% | 1/19/2022 |
 Verisign (VRSN) | 0.18% | 0% | 34.25% | 10/24/2025 |
 Monster Beverage (MNST) | 0.12% | 0% | 25.26% | 7/9/2025 |
 FICO (FICO) | 0.12% | 1.5% | 14.24% | - |
 Alibaba (BABA) | 0.09% | 0% | 4.72% | 3/14/2022 |
 iShares Physical Gold ETC (PPFB.DE) | 0.07% | 0.5% | 14.44% | - |
 Evolution (EVO.ST) | 0.05% | 0% | 10.63% | 8/14/2025 |
 Pinterest (PINS) | 0.04% | 0% | 2.3% | 2/4/2022 |
 Main Street Capital (MAIN) | 0.03% | 0% | 11.02% | 10/21/2025 |
 Hims & Hers (HIMS) | 0.02% | 0% | 4.13% | 6/23/2025 |
 L'Oréal (OR.PA) | 0.02% | 0% | 3.61% | 1/6/2025 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 2.3% | 2/4/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 1.18% | 8/5/2024 |
 Flare (FLR) | 0.01% | 0% | 1.77% | 5/30/2023 |
 Songbird (SGB) | 0% | 0% | 2.43% | 12/30/2022 |
 MercadoLibre (MELI) | 0% | 0% | 0.39% | 1/6/2022 |
 Snapchat (SNAP) | 0% | 0% | 0.39% | 1/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 4.15% | 6.9% |
| ASML (ASML.NV) | 4.56% | 5.61% |
| Meta (META) | 2.69% | 5.61% |
| NVIDIA (NVDA) | 1.32% | 5.59% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.32% | 4.67% |
| Amazon (AMZN) | 4.82% | 4.65% |
| UnitedHealth (UNH) | 4.85% | 3.42% |
| Netflix (NFLX) | 1.32% | 3.31% |
| Uber (UBER) | 3.42% | 3.29% |
| LVMH (MC.PA) | 3.77% | 3.21% |
| Zoetis (ZTS) | 4.69% | 3.09% |
| Ferrari (RACE) | 3.9% | 3.07% |
| Visa (V) | 3.08% | 2.99% |
| Microsoft (MSFT) | 2.35% | 2.93% |
| American Express (AXP) | 2.24% | 2.53% |
| Procter & Gamble (PG) | 3.06% | 2.2% |
| Novo Nordisk (NOVO-B.CO) | 4.03% | 2.16% |
| ADP (ADP) | 2.92% | 2.08% |
| Adobe (ADBE) | 2.5% | 1.94% |
| Intuitive Surgical (ISRG) | 1% | 1.53% |
| Moncler (MONC.MI) | 1.74% | 1.47% |
| Booking (BKNG) | 1.69% | 1.44% |
| Apple (AAPL) | 1.02% | 1.43% |
| BlackRock (BLK) | 1.32% | 1.35% |
| McDonald's (MCD) | 1.48% | 1.25% |
| Bitcoin (BTC) | 0.63% | 1.21% |
| Salesforce (CRM) | 1.04% | 1.06% |
| Hermes (RMS.PA) | 1.4% | 1.04% |
| Inditex (ITX.MC) | 1.05% | 1.03% |
| Mastercard (MA) | 0.79% | 1% |
| Iberdrola (IBE.MC) | 0.92% | 0.94% |
| Interactive Brokers Group (IBKR) | 1% | 0.89% |
| Coca-Cola (KO) | 1.04% | 0.86% |
| Moody's (MCO) | 0.79% | 0.81% |
| FICO (FICO) | 0.66% | 0.55% |
| iShares Physical Gold ETC (PPFB.DE) | 0.53% | 0.51% |
Cash & Instruments Over Time
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