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Portfolio Diversification
Range
Most Diversified
42 instruments
June 19, 2025
Least Diversified
0 instruments
August 9, 2025
Average
37.6 instruments
Most Consistent Holdings
Top 5
AAPL99.33%
META99.33%
MSFT99.33%
AMZN99.33%
MA99.33%
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) | 7.75% | 4.01% | 99.33% | - |
 ASML (ASML.NV) | 5.44% | 7.14% | 99.33% | - |
 Alphabet (GOOG) | 5.32% | 5.63% | 98.65% | - |
 NVIDIA (NVDA) | 5.23% | 4.56% | 99.33% | - |
 Netflix (NFLX) | 5.22% | 2.74% | 99.26% | - |
| Microsoft (MSFT) | 5.21% | 4.22% | 99.33% | - |
| Amazon (AMZN) | 4.12% | 4.3% | 99.33% | - |
 AMD (AMD) | 3.85% | 0% | 84.49% | 11/13/2025 |
 Visa (V) | 3.4% | 3.62% | 99.33% | - |
 Uber (UBER) | 2.82% | 4.22% | 99.33% | - |
| Mastercard (MA) | 2.41% | 3.52% | 99.33% | - |
 Intuitive Surgical (ISRG) | 2.34% | 1.7% | 99.14% | - |
 Ferrari (RACE) | 2.27% | 3.94% | 96.08% | - |
 Bitcoin (BTC) | 2.06% | 2.47% | 99.33% | - |
| Apple (AAPL) | 1.98% | 1.25% | 99.33% | - |
 Salesforce (CRM) | 1.93% | 0% | 90.8% | 2/26/2026 |
 LVMH (MC.PA) | 1.93% | 2.82% | 91.66% | - |
 Adobe (ADBE) | 1.73% | 1.75% | 82.28% | - |
| 1.63% | 0% | 7.17% | 4/28/2022 | |
 BlackRock (BLK) | 1.59% | 2.22% | 94.36% | - |
 Novo Nordisk (NOVO-B.CO) | 1.5% | 0% | 89.15% | 2/5/2026 |
 Starbucks (SBUX) | 1.27% | 0% | 70.88% | 5/5/2025 |
 Tesla (TSLA) | 1.05% | 0% | 55.43% | 7/24/2024 |
 UnitedHealth (UNH) | 1% | 4.99% | 49.54% | - |
 Moody's (MCO) | 0.99% | 2.54% | 91.91% | - |
 American Express (AXP) | 0.92% | 1.98% | 54.81% | - |
 Shopify (SHOP) | 0.91% | 0% | 45.62% | 2/13/2024 |
 PayPal (PYPL) | 0.89% | 0% | 45.31% | 2/8/2024 |
 McDonald's (MCD) | 0.87% | 2.7% | 65.11% | - |
 Seagen Inc (SGEN) | 0.85% | 0% | 42.12% | 12/18/2023 |
 Zoetis (ZTS) | 0.79% | 2.11% | 46.41% | - |
 Autodesk (ADSK) | 0.77% | 0% | 54.63% | 7/11/2024 |
 ADP (ADP) | 0.74% | 4.01% | 51.56% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.74% | 4.14% | 21.77% | - |
 DexCom (DXCM) | 0.71% | 0% | 44.51% | 1/26/2024 |
 Micron (MU) | 0.7% | 0% | 79.34% | 8/20/2025 |
 Align (ALGN) | 0.69% | 0% | 44.94% | 2/2/2024 |
 IDEXX (IDXX) | 0.69% | 0% | 71.92% | 8/28/2025 |
 Coca-Cola (KO) | 0.68% | 1.28% | 65.11% | - |
 West Pharma (WST) | 0.67% | 0% | 45.74% | 2/15/2024 |
 Akamai (AKAM) | 0.65% | 0% | 68.36% | 2/21/2025 |
 Procter & Gamble (PG) | 0.6% | 2.13% | 54.81% | - |
 Corsair (CRSR) | 0.53% | 0% | 34.21% | 8/7/2023 |
 Booking (BKNG) | 0.48% | 4.44% | 28.14% | - |
 Etsy (ETSY) | 0.48% | 0% | 44.45% | 1/25/2024 |
 Kimberly-Clark (KMB) | 0.42% | 0% | 49.6% | 4/22/2024 |
 Moncler (MONC.MI) | 0.39% | 1.24% | 36.36% | - |
 ABIOMED Inc (ABMD) | 0.37% | 0% | 20.54% | 12/23/2022 |
 Iberdrola (IBE.MC) | 0.36% | 0.79% | 53.16% | - |
 Roche (ROP.ZU) | 0.36% | 0% | 38.44% | 10/19/2023 |
 Hermes (RMS.PA) | 0.36% | 3.12% | 19.99% | - |
 PepsiCo (PEP) | 0.32% | 0% | 35.19% | 7/18/2025 |
 Datadog (DDOG) | 0.29% | 0% | 48.8% | 4/10/2024 |
 Nike (NKE) | 0.28% | 0% | 30.78% | 8/12/2025 |
 Interactive Brokers Group (IBKR) | 0.26% | 1.61% | 27.35% | - |
 Inditex (ITX.MC) | 0.24% | 0.72% | 29.74% | - |
 Fastenal (FAST) | 0.24% | 0% | 33.66% | 10/22/2025 |
 jaynemesis | 0.17% | 0% | 1.16% | 1/19/2022 |
 Verisign (VRSN) | 0.16% | 0% | 32% | 10/24/2025 |
 Monster Beverage (MNST) | 0.11% | 0% | 23.61% | 7/9/2025 |
 FICO (FICO) | 0.11% | 0% | 13.55% | 4/10/2026 |
 iShares Physical Gold ETC (PPFB.DE) | 0.1% | 0.56% | 19.5% | - |
 Alibaba (BABA) | 0.09% | 0% | 4.41% | 3/14/2022 |
 Aena (AENA.MC) | 0.05% | 1.06% | 4.78% | - |
 Evolution (EVO.ST) | 0.05% | 0% | 9.93% | 8/14/2025 |
 Pinterest (PINS) | 0.04% | 0% | 2.15% | 2/4/2022 |
 Main Street Capital (MAIN) | 0.03% | 0% | 10.3% | 10/21/2025 |
 Hims & Hers (HIMS) | 0.02% | 0% | 3.86% | 6/23/2025 |
 L'Oréal (OR.PA) | 0.02% | 0% | 3.37% | 1/6/2025 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 2.15% | 2/4/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 1.1% | 8/5/2024 |
 Flare (FLR) | 0.01% | 0% | 1.66% | 5/30/2023 |
 Songbird (SGB) | 0% | 0% | 2.27% | 12/30/2022 |
 MercadoLibre (MELI) | 0% | 0% | 0.37% | 1/6/2022 |
 Snapchat (SNAP) | 0% | 0% | 0.37% | 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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