Portfolio Diversification
Range
Most Diversified
17 instruments
February 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
9.6 instruments
Most Consistent Holdings
Top 5
CMG90.26%
COST71.7%
GOOG70.87%
TSLA69.58%
TSM68.75%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 11.65% | 34.71% | 70.87% | - |
| Chipotle (CMG) | 9.64% | 0% | 90.26% | 5/12/2025 |
| TSMC (TSM) | 7.43% | 0% | 68.75% | 5/12/2025 |
 NVIDIA (NVDA) | 6.98% | 20.63% | 67.25% | - |
| Costco (COST) | 5.92% | 0% | 71.7% | 1/24/2025 |
| Tesla (TSLA) | 3.54% | 0% | 69.58% | 5/12/2025 |
 Microsoft (MSFT) | 3.11% | 0% | 58.49% | 4/10/2024 |
 Meta (META) | 2.79% | 0% | 60.98% | 4/18/2024 |
 UnitedHealth (UNH) | 1.93% | 18.61% | 31.47% | - |
 Alaska Air (ALK) | 1.78% | 0% | 33.36% | 6/27/2024 |
 Disney (DIS) | 1.67% | 0% | 58.87% | 2/19/2025 |
 Bank of America (BAC) | 1.65% | 0% | 48.75% | 3/18/2024 |
 Apple (AAPL) | 1.39% | 0% | 21.96% | 1/3/2024 |
 Amazon (AMZN) | 1.14% | 0% | 42.94% | 8/18/2023 |
 Netflix (NFLX) | 0.97% | 0% | 9.66% | 5/18/2022 |
 PayPal (PYPL) | 0.87% | 0% | 20.98% | 10/19/2022 |
 Visa (V) | 0.83% | 0% | 31.17% | 4/10/2024 |
 Intuitive Surgical (ISRG) | 0.46% | 1.52% | 20.23% | - |
 D.R. Horton (DHI) | 0.29% | 0% | 9.43% | 9/18/2024 |
 FedEx (FDX) | 0.23% | 0% | 18.11% | 3/4/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.22% | 0% | 17.13% | 3/14/2024 |
 Palantir (PLTR) | 0.13% | 0% | 6.11% | 3/23/2022 |
 Shopify (SHOP) | 0.11% | 0% | 8.45% | 5/5/2022 |
 Starbucks (SBUX) | 0.07% | 0% | 2.42% | 9/25/2024 |
 Royalty Pharma (RPRX) | 0.06% | 0% | 4.53% | 6/28/2022 |
 Oatly (OTLY) | 0.06% | 0% | 8.68% | 4/26/2022 |
 Unity (U) | 0.03% | 0% | 5.51% | 10/19/2022 |
 Rivian (RIVN) | 0.01% | 0% | 1.58% | 3/22/2022 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.3% | 3/15/2023 |
 Roblox (RBLX) | 0% | 0% | 1.58% | 3/10/2022 |
 Canadian Pacific (CP) | 0% | 0% | 1.74% | 6/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Chipotle (CMG) | 23.21% | 23.21% |
| Alphabet (GOOG) | 20.21% | 20.68% |
| TSMC (TSM) | 13.47% | 16.65% |
| NVIDIA (NVDA) | 14.92% | 12.48% |
| Disney (DIS) | 4.74% | 4.3% |
| Costco (COST) | 2.81% | 4.18% |
| Tesla (TSLA) | 2.29% | 4.14% |