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Portfolio Diversification
Range
Most Diversified
42 instruments
June 19, 2025
Least Diversified
0 instruments
August 9, 2025
Average
37.3 instruments
Most Consistent Holdings
Top 5
AAPL99.25%
META99.25%
MSFT99.25%
AMZN99.25%
MA99.25%
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) | 7.59% | 5.24% | 99.25% | - |
 ASML (ASML.NV) | 5.49% | 6.02% | 99.25% | - |
 Alphabet (GOOG) | 5.31% | 5.08% | 98.61% | - |
 NVIDIA (NVDA) | 5.19% | 4.54% | 99.25% | - |
| Microsoft (MSFT) | 5.19% | 5.25% | 99.25% | - |
 Netflix (NFLX) | 5.1% | 3.18% | 99.19% | - |
| Amazon (AMZN) | 4.12% | 4.28% | 99.25% | - |
 AMD (AMD) | 3.65% | 0% | 80.02% | 11/13/2025 |
 Visa (V) | 3.41% | 3.85% | 99.25% | - |
 Uber (UBER) | 2.91% | 4.73% | 99.25% | - |
| Mastercard (MA) | 2.47% | 3.77% | 99.25% | - |
 Ferrari (RACE) | 2.36% | 3.97% | 96.17% | - |
 Intuitive Surgical (ISRG) | 2.32% | 2.22% | 99.07% | - |
 Bitcoin (BTC) | 2.09% | 2.86% | 99.25% | - |
 LVMH (MC.PA) | 1.97% | 3.34% | 91.99% | - |
| Apple (AAPL) | 1.94% | 1.22% | 99.25% | - |
 Salesforce (CRM) | 1.83% | 0% | 86% | 2/26/2026 |
 Adobe (ADBE) | 1.74% | 1.83% | 83.1% | - |
 BlackRock (BLK) | 1.62% | 2.25% | 94.54% | - |
| 1.55% | 0% | 6.79% | 4/28/2022 | |
 Novo Nordisk (NOVO-B.CO) | 1.42% | 0% | 84.44% | 2/5/2026 |
 Starbucks (SBUX) | 1.2% | 0% | 67.13% | 5/5/2025 |
 UnitedHealth (UNH) | 1.18% | 5.04% | 52.09% | - |
 Moody's (MCO) | 1.06% | 2.69% | 92.22% | - |
 Tesla (TSLA) | 1% | 0% | 52.5% | 7/24/2024 |
 McDonald's (MCD) | 0.98% | 3.63% | 66.84% | - |
 American Express (AXP) | 0.96% | 1.68% | 57.08% | - |
 ADP (ADP) | 0.92% | 4.4% | 54.01% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.9% | 3.7% | 25.78% | - |
 Shopify (SHOP) | 0.87% | 0% | 43.21% | 2/13/2024 |
 PayPal (PYPL) | 0.84% | 0% | 42.92% | 2/8/2024 |
 Seagen Inc (SGEN) | 0.8% | 0% | 39.9% | 12/18/2023 |
 Zoetis (ZTS) | 0.78% | 0% | 45.59% | 8/19/2026 |
 Autodesk (ADSK) | 0.73% | 0% | 51.74% | 7/11/2024 |
 Coca-Cola (KO) | 0.71% | 1.35% | 66.84% | - |
 Booking (BKNG) | 0.69% | 4.56% | 31.82% | - |
 DexCom (DXCM) | 0.67% | 0% | 42.16% | 1/26/2024 |
 Micron (MU) | 0.66% | 0% | 75.15% | 8/20/2025 |
 Align (ALGN) | 0.65% | 0% | 42.57% | 2/2/2024 |
 IDEXX (IDXX) | 0.65% | 0% | 68.12% | 8/28/2025 |
 Procter & Gamble (PG) | 0.64% | 0% | 55.81% | 9/29/2026 |
 West Pharma (WST) | 0.64% | 0% | 43.32% | 2/15/2024 |
 Akamai (AKAM) | 0.62% | 0% | 64.75% | 2/21/2025 |
 Hermes (RMS.PA) | 0.53% | 4.13% | 24.1% | - |
 Corsair (CRSR) | 0.5% | 0% | 32.4% | 8/7/2023 |
 Etsy (ETSY) | 0.45% | 0% | 42.1% | 1/25/2024 |
 Kimberly-Clark (KMB) | 0.4% | 0% | 46.98% | 4/22/2024 |
 Iberdrola (IBE.MC) | 0.39% | 0.95% | 55.52% | - |
 Moncler (MONC.MI) | 0.38% | 0% | 34.96% | 7/31/2026 |
 ABIOMED Inc (ABMD) | 0.35% | 0% | 19.45% | 12/23/2022 |
 Roche (ROP.ZU) | 0.34% | 0% | 36.41% | 10/19/2023 |
 Interactive Brokers Group (IBKR) | 0.33% | 1.32% | 31.07% | - |
 PepsiCo (PEP) | 0.31% | 0% | 33.33% | 7/18/2025 |
 Datadog (DDOG) | 0.28% | 0% | 46.23% | 4/10/2024 |
 Inditex (ITX.MC) | 0.27% | 0.7% | 33.33% | - |
 Nike (NKE) | 0.26% | 0% | 29.15% | 8/12/2025 |
 Fastenal (FAST) | 0.23% | 0% | 31.88% | 10/22/2025 |
 jaynemesis | 0.16% | 0% | 1.1% | 1/19/2022 |
 Verisign (VRSN) | 0.15% | 0% | 30.31% | 10/24/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 0.13% | 0.73% | 23.64% | - |
 Aena (AENA.MC) | 0.11% | 1.71% | 9.7% | - |
 Monster Beverage (MNST) | 0.11% | 0% | 22.36% | 7/9/2025 |
 FICO (FICO) | 0.11% | 0% | 12.83% | 4/10/2026 |
 Alibaba (BABA) | 0.08% | 0% | 4.18% | 3/14/2022 |
 Evolution (EVO.ST) | 0.04% | 0% | 9.41% | 8/14/2025 |
 Pinterest (PINS) | 0.04% | 0% | 2.03% | 2/4/2022 |
 Main Street Capital (MAIN) | 0.03% | 0% | 9.76% | 10/21/2025 |
 Hims & Hers (HIMS) | 0.02% | 0% | 3.66% | 6/23/2025 |
 L'Oréal (OR.PA) | 0.02% | 0% | 3.19% | 1/6/2025 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 2.03% | 2/4/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.01% | 0% | 1.05% | 8/5/2024 |
 Flare (FLR) | 0.01% | 0% | 1.57% | 5/30/2023 |
 Songbird (SGB) | 0% | 0% | 2.15% | 12/30/2022 |
 MercadoLibre (MELI) | 0% | 0% | 0.35% | 1/6/2022 |
 Snapchat (SNAP) | 0% | 0% | 0.35% | 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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