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) | 11.06% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 9.76% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 5.12% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 4.79% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOGL) | 2.91% | 0% | 99.91% | 2/1/2025 |
| Alphabet (GOOG) | 2.82% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 2.74% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 2.13% | 0% | 99.91% | 2/1/2025 |
 UnitedHealth (UNH) | 1.89% | 0% | 99.91% | 2/1/2025 |
 TSMC (TSM) | 1.87% | 0% | 99.91% | 2/1/2025 |
 Mastercard (MA) | 1.74% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 1.67% | 0% | 99.91% | 2/1/2025 |
 Deckers (DECK) | 1.52% | 0% | 99.91% | 2/1/2025 |
 Tencent (0700.HK) | 1.47% | 0% | 99.91% | 2/1/2025 |
 Home Depot (HD) | 1.32% | 0% | 99.91% | 2/1/2025 |
 SoFi (SOFI) | 1.31% | 0% | 98.81% | 2/1/2025 |
 Netflix (NFLX) | 1.28% | 0% | 99.91% | 2/1/2025 |
 Regeneron (REGN) | 1.26% | 0% | 99.91% | 2/1/2025 |
 Axon (AXON) | 1.25% | 0% | 99.91% | 2/1/2025 |
 Adobe (ADBE) | 1.18% | 0% | 99.91% | 2/1/2025 |
 Lam Research (LRCX) | 1.09% | 0% | 99.91% | 2/1/2025 |
 Copart (CPRT) | 1.08% | 0% | 99.91% | 2/1/2025 |
 Monolithic Power (MPWR) | 1.07% | 0% | 99.91% | 2/1/2025 |
 Churchill Downs (CHDN) | 1.05% | 0% | 99.91% | 2/1/2025 |
 Tractor Supply (TSCO) | 1.04% | 0% | 99.91% | 2/1/2025 |
 Old Dominion (ODFL) | 1.03% | 0% | 99.91% | 2/1/2025 |
 Saia (SAIA) | 1.02% | 0% | 99.91% | 2/1/2025 |
 Manhattan Associates (MANH) | 1.02% | 0% | 99.91% | 2/1/2025 |
 JPMorgan (JPM) | 1.01% | 0% | 99.91% | 2/1/2025 |
 Moody's (MCO) | 0.9% | 0% | 99.91% | 2/1/2025 |
 Sherwin-Williams (SHW) | 0.9% | 0% | 99.91% | 2/1/2025 |
 Builders FirstSource (BLDR) | 0.89% | 0% | 77.55% | 2/1/2025 |
 Alibaba (9988.HK) | 0.87% | 0% | 92.15% | 11/8/2024 |
 ASML (ASML) | 0.85% | 0% | 99.91% | 2/1/2025 |
 Intuit (INTU) | 0.84% | 0% | 99.91% | 2/1/2025 |
 Shopify (SHOP) | 0.81% | 0% | 96.9% | 2/1/2025 |
 MSCI (MSCI) | 0.81% | 0% | 99.73% | 2/1/2025 |
 PayPal (PYPL) | 0.77% | 0% | 97.08% | 1/3/2025 |
 West Pharma (WST) | 0.75% | 0% | 89.42% | 10/9/2024 |
 Pool Corp. (POOL) | 0.75% | 0% | 99.73% | 2/1/2025 |
 Disney (DIS) | 0.72% | 0% | 99.91% | 2/1/2025 |
 Darling (DAR) | 0.68% | 0% | 89.42% | 10/9/2024 |
 Repligen (RGEN) | 0.67% | 0% | 99.91% | 2/1/2025 |
 IDEXX (IDXX) | 0.66% | 0% | 89.78% | 10/28/2024 |
 DexCom (DXCM) | 0.66% | 0% | 89.42% | 10/9/2024 |
 Comcast (CMCSA) | 0.64% | 0% | 89.42% | 10/9/2024 |
 JD (9618.HK) | 0.63% | 0% | 91.88% | 11/8/2024 |
 Etsy (ETSY) | 0.61% | 0% | 89.42% | 10/9/2024 |
 Zebra (ZBRA) | 0.6% | 0% | 99.73% | 2/1/2025 |
 Trex (TREX) | 0.59% | 0% | 89.23% | 10/9/2024 |
 Boeing (BA) | 0.52% | 0% | 56.57% | 2/1/2025 |
 Align (ALGN) | 0.48% | 0% | 89.14% | 10/28/2024 |
 Adyen (ADYEN.NV) | 0.47% | 0% | 57.21% | 10/25/2023 |
 Generac (GNRC) | 0.43% | 0% | 57.76% | 10/25/2023 |
 Tesla (TSLA) | 0.41% | 0% | 40.78% | 2/1/2025 |
 3M (MMM) | 0.39% | 0% | 44.62% | 2/1/2025 |
 Enphase (ENPH) | 0.36% | 0% | 45.44% | 2/1/2025 |
 LendingTree (TREE) | 0.28% | 0% | 52.1% | 8/20/2023 |
 SVB (SIVBQ) | 0.26% | 0% | 39.05% | 3/29/2023 |
 Intel (INTC) | 0.25% | 0% | 29.47% | 2/1/2025 |
 LVMH (MC.PA) | 0.18% | 0% | 17.34% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.14% | 0% | 2.92% | 10/25/2022 |
 Broadcom (AVGO) | 0.12% | 0% | 17.88% | 2/1/2025 |
 Ternium (TX) | 0.11% | 0% | 13.78% | 2/1/2025 |
 Nike (NKE) | 0.11% | 0% | 19.16% | 2/1/2025 |
 Goodyear (GT) | 0.1% | 0% | 13.14% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.1% | 0% | 6.57% | 3/14/2022 |
 Ford (F) | 0.09% | 0% | 8.67% | 2/1/2025 |
 Micron (MU) | 0.08% | 0% | 16.24% | 2/1/2025 |
 Eli Lilly (LLY) | 0.04% | 0% | 6.66% | 2/1/2025 |
 Western Digital (WDC) | 0.01% | 0% | 0.91% | 3/18/2022 |
 Solventum (SOLV) | 0.01% | 0% | 5.84% | 6/6/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 0.18% | 8/7/2024 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.09% | 8/6/2024 |
 Analog Devices (ADI) | 0% | 0% | 0.36% | 2/1/2025 |
 Salesforce (CRM) | 0% | 0% | 0.09% | 2/24/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.55% | 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% |