Portfolio Diversification
Range
Most Diversified
62 instruments
October 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
55.2 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 10.96% | 9.95% | 99.91% | - |
| Microsoft (MSFT) | 9.71% | 9.78% | 99.91% | - |
 NVIDIA (NVDA) | 5.35% | 8.28% | 99.91% | - |
| Amazon (AMZN) | 4.83% | 5.24% | 99.91% | - |
| Alphabet (GOOG) | 2.86% | 4.14% | 99.91% | - |
 Alphabet (GOOGL) | 2.85% | 0% | 98.89% | 4/7/2025 |
| Meta (META) | 2.83% | 3.75% | 99.91% | - |
 Visa (V) | 2.13% | 2.03% | 99.91% | - |
 TSMC (TSM) | 1.91% | 2.34% | 99.91% | - |
 UnitedHealth (UNH) | 1.85% | 1.14% | 99.91% | - |
 Mastercard (MA) | 1.73% | 1.57% | 99.91% | - |
 AMD (AMD) | 1.67% | 1.69% | 99.91% | - |
 Deckers (DECK) | 1.54% | 1.74% | 99.91% | - |
 Tencent (0700.HK) | 1.46% | 1.32% | 99.91% | - |
 Netflix (NFLX) | 1.32% | 2.81% | 99.91% | - |
 Axon (AXON) | 1.32% | 2.55% | 99.91% | - |
 SoFi (SOFI) | 1.3% | 0% | 97.87% | 4/7/2025 |
 Home Depot (HD) | 1.27% | 0% | 96.84% | 3/14/2025 |
 Regeneron (REGN) | 1.23% | 0.62% | 99.91% | - |
 Adobe (ADBE) | 1.17% | 0.95% | 99.91% | - |
 Monolithic Power (MPWR) | 1.08% | 1.2% | 99.91% | - |
 Lam Research (LRCX) | 1.07% | 0.76% | 99.91% | - |
 Copart (CPRT) | 1.07% | 1.09% | 99.91% | - |
 Tractor Supply (TSCO) | 1.02% | 0.78% | 99.91% | - |
 Churchill Downs (CHDN) | 1.02% | 0.61% | 99.91% | - |
 Manhattan Associates (MANH) | 1.01% | 0.9% | 99.91% | - |
 JPMorgan (JPM) | 1.01% | 1.03% | 99.91% | - |
 Old Dominion (ODFL) | 1.01% | 0.64% | 99.91% | - |
 Saia (SAIA) | 0.99% | 0% | 96.84% | 3/14/2025 |
 Builders FirstSource (BLDR) | 0.9% | 1.06% | 79.01% | - |
 Moody's (MCO) | 0.89% | 0.76% | 99.91% | - |
 ASML (ASML) | 0.88% | 1.68% | 99.91% | - |
 Sherwin-Williams (SHW) | 0.87% | 0% | 96.84% | 3/14/2025 |
 Intuit (INTU) | 0.83% | 0.67% | 99.91% | - |
 Shopify (SHOP) | 0.81% | 0.67% | 97.1% | - |
 Alibaba (9988.HK) | 0.81% | 0% | 86.18% | 11/8/2024 |
 MSCI (MSCI) | 0.8% | 0.48% | 99.74% | - |
 PayPal (PYPL) | 0.72% | 0% | 90.78% | 1/3/2025 |
 Pool Corp. (POOL) | 0.71% | 0% | 96.67% | 3/14/2025 |
 Disney (DIS) | 0.7% | 0.4% | 99.91% | - |
 West Pharma (WST) | 0.7% | 0% | 83.62% | 10/9/2024 |
 Repligen (RGEN) | 0.64% | 0.3% | 99.91% | - |
 Darling (DAR) | 0.63% | 0% | 83.62% | 10/9/2024 |
 IDEXX (IDXX) | 0.62% | 0% | 83.96% | 10/28/2024 |
 DexCom (DXCM) | 0.61% | 0% | 83.62% | 10/9/2024 |
 Comcast (CMCSA) | 0.6% | 0% | 83.62% | 10/9/2024 |
 Zebra (ZBRA) | 0.59% | 0.3% | 99.74% | - |
 JD (9618.HK) | 0.59% | 0% | 85.92% | 11/8/2024 |
 Etsy (ETSY) | 0.57% | 0% | 83.62% | 10/9/2024 |
 Trex (TREX) | 0.55% | 0% | 83.45% | 10/9/2024 |
 Boeing (BA) | 0.53% | 2.03% | 59.39% | - |
 Tesla (TSLA) | 0.49% | 1.6% | 44.62% | - |
 Align (ALGN) | 0.45% | 0% | 83.36% | 10/28/2024 |
 Adyen (ADYEN.NV) | 0.44% | 0% | 53.5% | 10/25/2023 |
 3M (MMM) | 0.42% | 0% | 46.93% | 4/4/2025 |
 Enphase (ENPH) | 0.4% | 0.9% | 48.98% | - |
 Generac (GNRC) | 0.4% | 0% | 54.01% | 10/25/2023 |
 Intel (INTC) | 0.26% | 0.45% | 34.04% | - |
 LendingTree (TREE) | 0.26% | 0% | 48.72% | 8/20/2023 |
 SVB (SIVBQ) | 0.25% | 0% | 36.52% | 3/29/2023 |
 Invesco QQQ (QQQ) | 0.24% | 2.5% | 7.34% | - |
 LVMH (MC.PA) | 0.22% | 0.62% | 22.7% | - |
 Ford (F) | 0.17% | 1.35% | 14.59% | - |
 Broadcom (AVGO) | 0.17% | 0.92% | 23.21% | - |
 Ternium (TX) | 0.16% | 0.53% | 19.37% | - |
 Goodyear (GT) | 0.14% | 0% | 17.75% | 4/7/2025 |
 Nike (NKE) | 0.13% | 0.25% | 24.4% | - |
 Micron (MU) | 0.13% | 0.63% | 21.67% | - |
 Johnson & Johnson (JNJ) | 0.09% | 0% | 6.14% | 3/14/2022 |
 Eli Lilly (LLY) | 0.07% | 0.63% | 12.71% | - |
 Crocs (CROX) | 0.04% | 0.64% | 6.4% | - |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 0.04% | 2.82% | 1.54% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.04% | 2.83% | 1.45% | - |
 Western Digital (WDC) | 0.03% | 0.5% | 5.46% | - |
 ARM (ARM) | 0.03% | 1.27% | 4.01% | - |
 Analog Devices (ADI) | 0.02% | 0.31% | 6.83% | - |
 Palo Alto Networks (PANW) | 0.02% | 0.64% | 2.82% | - |
 Cadence (CDNS) | 0.01% | 0.8% | 1.02% | - |
 Applied Materials (AMAT) | 0.01% | 0.75% | 1.02% | - |
 Solventum (SOLV) | 0.01% | 0% | 5.46% | 6/6/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.17% | 8/7/2024 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.09% | 8/6/2024 |
 Salesforce (CRM) | 0% | 0% | 0.09% | 2/24/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.51% | 4/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 8.65% | 10.86% |
| NVIDIA (NVDA) | 1.87% | 8.66% |
| Microsoft (MSFT) | 8.06% | 8.49% |
| Amazon (AMZN) | 5.41% | 5.15% |
| Meta (META) | 3.15% | 3.73% |
| Alphabet (GOOGL) | 2.95% | 2.92% |
| Alphabet (GOOG) | 2.85% | 2.83% |
| Deckers (DECK) | 0.98% | 2.3% |
| TSMC (TSM) | 1.97% | 2.29% |
| Axon (AXON) | 0.98% | 2.28% |
| Visa (V) | 1.97% | 1.95% |
| Netflix (NFLX) | 1.67% | 1.84% |
| SoFi (SOFI) | 0.98% | 1.68% |
| Mastercard (MA) | 1.48% | 1.6% |
| AMD (AMD) | 2.48% | 1.57% |
| Tesla (TSLA) | 0.98% | 1.52% |
| Monolithic Power (MPWR) | 1.77% | 1.4% |
| Ford (F) | 2.01% | 1.39% |
| LVMH (MC.PA) | 1.81% | 1.34% |
| UnitedHealth (UNH) | 1.48% | 1.28% |
| Tencent (0700.HK) | 1.97% | 1.22% |
| Adobe (ADBE) | 2.2% | 1.22% |
| Boeing (BA) | 1.48% | 1.11% |
| Home Depot (HD) | 1.28% | 1.08% |
| JPMorgan (JPM) | 0.98% | 1.07% |
| Manhattan Associates (MANH) | 0.98% | 1.06% |
| Copart (CPRT) | 0.98% | 1.05% |
| Saia (SAIA) | 0.98% | 0.96% |
| ASML (ASML) | 1.49% | 0.95% |
| Ternium (TX) | 1.49% | 0.94% |
| 3M (MMM) | 0.9% | 0.9% |
| Lam Research (LRCX) | 0.98% | 0.87% |
| Shopify (SHOP) | 0.98% | 0.86% |
| Moody's (MCO) | 0.98% | 0.85% |
| Intel (INTC) | 1.48% | 0.85% |
| Tractor Supply (TSCO) | 0.98% | 0.83% |
| Broadcom (AVGO) | 0.79% | 0.82% |
| Goodyear (GT) | 0.98% | 0.81% |
| Churchill Downs (CHDN) | 0.98% | 0.8% |
| Enphase (ENPH) | 1.73% | 0.79% |
| Regeneron (REGN) | 0.98% | 0.79% |
| Sherwin-Williams (SHW) | 0.98% | 0.77% |
| Old Dominion (ODFL) | 0.98% | 0.73% |
| Intuit (INTU) | 0.98% | 0.72% |
| Nike (NKE) | 1.02% | 0.72% |
| MSCI (MSCI) | 0.75% | 0.66% |
| PayPal (PYPL) | 0.58% | 0.6% |
| Eli Lilly (LLY) | 0.79% | 0.58% |
| Builders FirstSource (BLDR) | 0.98% | 0.57% |
| Disney (DIS) | 1.18% | 0.53% |
| Zebra (ZBRA) | 0.57% | 0.51% |
| Pool Corp. (POOL) | 0.59% | 0.48% |
| Micron (MU) | 0.63% | 0.43% |
| Repligen (RGEN) | 0.39% | 0.33% |