Portfolio Diversification
Range
Most Diversified
42 instruments
June 19, 2025
Least Diversified
0 instruments
August 9, 2025
Average
38.3 instruments
Most Consistent Holdings
Top 5
AAPL99.72%
META99.72%
MSFT99.72%
AMZN99.72%
MA99.72%
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) | 8.26% | 5.91% | 99.72% | - |
 Netflix (NFLX) | 5.6% | 3.56% | 99.72% | - |
| Microsoft (MSFT) | 5.42% | 3.1% | 99.72% | - |
 ASML (ASML.NV) | 5.28% | 6.13% | 99.72% | - |
 NVIDIA (NVDA) | 5.27% | 5.93% | 99.72% | - |
 Alphabet (GOOG) | 5.17% | 7.22% | 98.93% | - |
 AMD (AMD) | 4.47% | 0% | 98.01% | 11/13/2025 |
| Amazon (AMZN) | 4.05% | 4.77% | 99.72% | - |
 Visa (V) | 3.43% | 2.9% | 99.72% | - |
 Uber (UBER) | 2.71% | 3.32% | 99.72% | - |
 Intuitive Surgical (ISRG) | 2.53% | 1.58% | 99.72% | - |
| Mastercard (MA) | 2.43% | 0.99% | 99.72% | - |
 Salesforce (CRM) | 2.19% | 1.08% | 99.72% | - |
 Bitcoin (BTC) | 2.11% | 1.31% | 99.72% | - |
| Apple (AAPL) | 2.1% | 1.52% | 99.72% | - |
 Ferrari (RACE) | 2.04% | 2.9% | 95.95% | - |
| 1.9% | 0% | 8.32% | 4/28/2022 | |
 LVMH (MC.PA) | 1.81% | 3.24% | 90.83% | - |
 Adobe (ADBE) | 1.68% | 1.96% | 79.94% | - |
 Novo Nordisk (NOVO-B.CO) | 1.64% | 2.07% | 99.29% | - |
 BlackRock (BLK) | 1.55% | 1.4% | 93.95% | - |
 Starbucks (SBUX) | 1.47% | 0% | 82.22% | 5/5/2025 |
 Tesla (TSLA) | 1.22% | 0% | 64.3% | 7/24/2024 |
 Shopify (SHOP) | 1.06% | 0% | 52.92% | 2/13/2024 |
 PayPal (PYPL) | 1.03% | 0% | 52.56% | 2/8/2024 |
 Seagen Inc (SGEN) | 0.98% | 0% | 48.86% | 12/18/2023 |
 Autodesk (ADSK) | 0.89% | 0% | 63.37% | 7/11/2024 |
 Moody's (MCO) | 0.85% | 0.81% | 91.11% | - |
 DexCom (DXCM) | 0.83% | 0% | 51.64% | 1/26/2024 |
 Micron (MU) | 0.81% | 0% | 92.03% | 8/20/2025 |
 Align (ALGN) | 0.8% | 0% | 52.13% | 2/2/2024 |
 IDEXX (IDXX) | 0.8% | 0% | 83.43% | 8/28/2025 |
 West Pharma (WST) | 0.78% | 0% | 53.06% | 2/15/2024 |
 McDonald's (MCD) | 0.76% | 1.32% | 60.03% | - |
 Akamai (AKAM) | 0.76% | 0% | 79.3% | 2/21/2025 |
 American Express (AXP) | 0.73% | 2.59% | 48.08% | - |
 Corsair (CRSR) | 0.62% | 0% | 39.69% | 8/7/2023 |
 Coca-Cola (KO) | 0.58% | 0.9% | 60.03% | - |
 Etsy (ETSY) | 0.55% | 0% | 51.56% | 1/25/2024 |
 UnitedHealth (UNH) | 0.55% | 3.49% | 41.96% | - |
 Kimberly-Clark (KMB) | 0.49% | 0% | 57.54% | 4/22/2024 |
 Zoetis (ZTS) | 0.49% | 3.02% | 38.34% | - |
 ABIOMED Inc (ABMD) | 0.43% | 0% | 23.83% | 12/23/2022 |
 Roche (ROG.ZU) | 0.42% | 0% | 44.59% | 10/19/2023 |
 PepsiCo (PEP) | 0.37% | 0% | 40.83% | 7/18/2025 |
 Datadog (DDOG) | 0.34% | 0% | 56.61% | 4/10/2024 |
 ADP (ADP) | 0.34% | 2.18% | 44.31% | - |
 Nike (NKE) | 0.32% | 0% | 35.7% | 8/12/2025 |
 Procter & Gamble (PG) | 0.3% | 2.22% | 48.08% | - |
 Iberdrola (IBE.MC) | 0.28% | 0.95% | 46.3% | - |
 Fastenal (FAST) | 0.28% | 0% | 39.05% | 10/22/2025 |
 Moncler (MONC.MI) | 0.23% | 1.61% | 26.88% | - |
 jaynemesis | 0.2% | 0% | 1.35% | 1/19/2022 |
 Verisign (VRSN) | 0.19% | 0% | 37.13% | 10/24/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.17% | 3.69% | 9.74% | - |
 Inditex (ITX.MC) | 0.15% | 1.03% | 19.06% | - |
 Monster Beverage (MNST) | 0.13% | 0% | 27.38% | 7/9/2025 |
 Alibaba (BABA) | 0.1% | 0% | 5.12% | 3/14/2022 |
 Interactive Brokers Group (IBKR) | 0.09% | 0.95% | 16.22% | - |
 Booking (BKNG) | 0.08% | 1.45% | 17.14% | - |
 Hermes (RMS.PA) | 0.06% | 1.09% | 7.68% | - |
 Evolution (EVO.ST) | 0.05% | 0% | 11.52% | 8/14/2025 |
 Pinterest (PINS) | 0.04% | 0% | 2.49% | 2/4/2022 |
 FICO (FICO) | 0.04% | 0.6% | 7.11% | - |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0.51% | 7.33% | - |
 Main Street Capital (MAIN) | 0.03% | 0% | 11.95% | 10/21/2025 |
 Hims & Hers (HIMS) | 0.02% | 0% | 4.48% | 6/23/2025 |
 L'Oréal (OR.PA) | 0.02% | 0% | 3.91% | 1/6/2025 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 2.49% | 2/4/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 1.28% | 8/5/2024 |
 Flare (FLR) | 0.01% | 0% | 1.92% | 5/30/2023 |
 Songbird (SGB) | 0% | 0% | 2.63% | 12/30/2022 |
 MercadoLibre (MELI) | 0% | 0% | 0.43% | 1/6/2022 |
 Snapchat (SNAP) | 0% | 0% | 0.43% | 1/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 7.03% | 11.74% |
| NVIDIA (NVDA) | 2.57% | 9.03% |
| Netflix (NFLX) | 4.29% | 8.11% |
| Alphabet (GOOG) | 6.57% | 6.06% |
| Microsoft (MSFT) | 5.93% | 5.52% |
| ASML (ASML.NV) | 6.17% | 4.51% |
| Amazon (AMZN) | 4.8% | 3.92% |
| AMD (AMD) | 4.29% | 3.66% |
| Visa (V) | 3.94% | 3.45% |
| Apple (AAPL) | 3.31% | 3.39% |
| Bitcoin (BTC) | 2.06% | 3.3% |
| Intuitive Surgical (ISRG) | 2.4% | 3.04% |
| Salesforce (CRM) | 2.52% | 2.75% |
| Uber (UBER) | 2.57% | 2.45% |
| LVMH (MC.PA) | 4.2% | 2.4% |
| Mastercard (MA) | 2.57% | 2.39% |
| Ferrari (RACE) | 1.71% | 2.07% |
| McDonald's (MCD) | 2.74% | 1.86% |
| Starbucks (SBUX) | 2.28% | 1.69% |
| BlackRock (BLK) | 1.71% | 1.5% |
| PepsiCo (PEP) | 2.57% | 1.44% |
| Novo Nordisk (NOVO-B.CO) | 1.71% | 1.39% |
| American Express (AXP) | 1.71% | 1.29% |
| Nike (NKE) | 1.82% | 1.11% |
| Akamai (AKAM) | 1.71% | 1.04% |
| Coca-Cola (KO) | 1.68% | 1.03% |
| Fastenal (FAST) | 1.37% | 0.89% |
| Moody's (MCO) | 0.86% | 0.82% |
| Micron (MU) | 0.86% | 0.63% |
| IDEXX (IDXX) | 0.86% | 0.62% |
| Verisign (VRSN) | 0.86% | 0.62% |
| Iberdrola (IBE.MC) | 0.86% | 0.62% |
| ADP (ADP) | 0.86% | 0.6% |
| Moncler (MONC.MI) | 0.94% | 0.57% |
| Monster Beverage (MNST) | 0.86% | 0.55% |
| L'Oréal (OR.PA) | 0.86% | 0.52% |
| UnitedHealth (UNH) | 0.86% | 0.52% |
| Procter & Gamble (PG) | 0.69% | 0.44% |
| Zoetis (ZTS) | 0.69% | 0.38% |