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Portfolio Diversification
Range
Most Diversified
21 instruments
February 14, 2026
Least Diversified
0 instruments
October 20, 2025
Average
16.6 instruments
Most Consistent Holdings
Top 5
SPYG98.99%
VOO98.99%
INTC97.97%
MA97.97%
V97.97%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 5, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 25.91% | 11.64% | 98.99% | - |
| Vanguard S&P 500 ETF (VOO) | 25.02% | 22.77% | 98.99% | - |
 Nu (NU) | 8.58% | 5.67% | 97.97% | - |
 NextEra (NEE) | 6.06% | 0% | 97.72% | 5/3/2026 |
 EHang (EH) | 5.37% | 3% | 97.97% | - |
 ASML (ASML) | 4.73% | 1.4% | 90.63% | - |
| Intel (INTC) | 3.8% | 9.23% | 97.97% | - |
 American Water (AWK) | 3.57% | 0% | 97.72% | 5/3/2026 |
| Mastercard (MA) | 3.16% | 2.77% | 97.97% | - |
| Visa (V) | 3% | 2.78% | 97.97% | - |
 Novo-Nordisk (NVO) | 2.79% | 1.32% | 97.97% | - |
 Lululemon (LULU) | 1.68% | 1.23% | 69.87% | - |
 UHS (UHS) | 1.59% | 1.68% | 69.87% | - |
 3D Systems (DDD) | 0.94% | 0% | 97.72% | 5/3/2026 |
 Argan (ARG.PA) | 0.64% | 0.78% | 69.62% | - |
 Adobe (ADBE) | 0.53% | 0.65% | 60.76% | - |
 UPS (UPS) | 0.43% | 0.71% | 59.24% | - |
 Alphabet (GOOGL) | 0.37% | 0.71% | 62.28% | - |
 Meta (META) | 0.24% | 0% | 19.49% | 5/3/2026 |
 Duolingo (DUOL) | 0.16% | 0.81% | 19.75% | - |
 FTA (YMM) | 0.14% | 0.16% | 62.28% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 24.33% | 26.47% |
| Vanguard S&P 500 ETF (VOO) | 22.7% | 23.85% |
| Nu (NU) | 7.66% | 9.34% |
| NextEra (NEE) | 5.7% | 5.58% |
| ASML (ASML) | 4.35% | 5.28% |
| EHang (EH) | 6.68% | 4.3% |
| Intel (INTC) | 2.59% | 3.79% |
| American Water (AWK) | 4.13% | 3.05% |
| Novo-Nordisk (NVO) | 4.52% | 2.99% |
| Lululemon (LULU) | 3.6% | 2.87% |
| Mastercard (MA) | 3.11% | 2.84% |
| Visa (V) | 3.11% | 2.7% |
| UHS (UHS) | 2.16% | 2.43% |
| Adobe (ADBE) | 1.24% | 1.01% |
| Argan (ARG.PA) | 1.16% | 0.93% |
| UPS (UPS) | 0.76% | 0.73% |
| 3D Systems (DDD) | 1.05% | 0.72% |
| Alphabet (GOOGL) | 0.52% | 0.64% |
| FTA (YMM) | 0.33% | 0.22% |
Cash & Instruments Over Time
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