Portfolio Diversification
Range
Most Diversified
32 instruments
December 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.6 instruments
Most Consistent Holdings
Top 5
MSFT99.52%
JNJ99.52%
WMT99.52%
XOM99.52%
LMT99.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since July 10, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AST SpaceMobile (ASTS) | 5.23% | 0% | 98.55% | 2/1/2025 |
 NextEra (NEE) | 5.17% | 0% | 99.52% | 2/1/2025 |
| Walmart (WMT) | 4.57% | 0% | 99.52% | 2/1/2025 |
| Lockheed Martin (LMT) | 4.24% | 0% | 99.52% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 4.13% | 0% | 99.52% | 2/1/2025 |
| ExxonMobil (XOM) | 4.06% | 0% | 99.52% | 2/1/2025 |
 Goldman Sachs (GS) | 3.96% | 0% | 99.52% | 2/1/2025 |
 Thermo Fisher (TMO) | 3.96% | 0% | 98.55% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 3.9% | 0% | 98.55% | 2/1/2025 |
 Xylem (XYL) | 3.78% | 0% | 98.55% | 2/1/2025 |
 Procter & Gamble (PG) | 3.77% | 0% | 98.55% | 2/1/2025 |
 NVIDIA (NVDA) | 3.75% | 0% | 98.55% | 2/1/2025 |
 Crowdstrike (CRWD) | 3.7% | 0% | 98.55% | 2/1/2025 |
| Microsoft (MSFT) | 3.68% | 0% | 99.52% | 2/1/2025 |
 Alphabet (GOOGL) | 3.6% | 0% | 98.55% | 2/1/2025 |
 Palantir (PLTR) | 3.27% | 0% | 72.46% | 2/1/2025 |
 Bitcoin (BTC) | 2.93% | 0% | 88.41% | 2/1/2025 |
 Cintas (CTAS) | 2.72% | 0% | 88.41% | 2/1/2025 |
 Industrial Select Sector SPDR (XLI) | 2.69% | 0% | 88.41% | 2/1/2025 |
 Coca-Cola (KO) | 2.67% | 0% | 88.41% | 2/1/2025 |
 Consumer Staples Select Sector SPDR (XLP) | 2.64% | 0% | 88.41% | 2/1/2025 |
 SPDR Gold (GLD) | 2.54% | 0% | 88.41% | 2/1/2025 |
 iShares Core S&P US Growth (IUSG) | 2.48% | 0% | 88.41% | 2/1/2025 |
 Invesco QQQ (QQQ) | 2.47% | 0% | 88.41% | 2/1/2025 |
 Regeneron (REGN) | 2.4% | 0% | 88.41% | 2/1/2025 |
 Waste Management (WM) | 2.37% | 0% | 72.46% | 2/1/2025 |
 Altria (MO) | 2.26% | 0% | 72.46% | 2/1/2025 |
 MPLX (MPLX) | 2.21% | 0% | 72.46% | 2/1/2025 |
 Nordea (NDA_SE.ST) | 1.02% | 0% | 29.47% | 2/1/2025 |
 NN Group (NN.NV) | 1% | 0% | 29.47% | 2/1/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.83% | 0% | 29.47% | 2/1/2025 |
 EUR/USD (EURUSD) | 0.24% | 0% | 5.31% | 1/2/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 3.08% | 5.4% |
| EUR/USD (EURUSD) | 4.86% | 4.23% |
| Bitcoin (BTC) | 3.08% | 3.89% |
| Walmart (WMT) | 3.08% | 3.44% |
| Crowdstrike (CRWD) | 3.08% | 3.42% |
| Alphabet (GOOGL) | 3.08% | 3.38% |
| Goldman Sachs (GS) | 3.08% | 3.26% |
| Intesa Sanpaolo (ISP.MI) | 3.08% | 3.22% |
| Intuitive Surgical (ISRG) | 3.08% | 3.2% |
| NVIDIA (NVDA) | 3.08% | 3.19% |
| iShares Core S&P US Growth (IUSG) | 3.08% | 3.18% |
| Invesco QQQ (QQQ) | 3.08% | 3.16% |
| MPLX (MPLX) | 3.08% | 3.14% |
| AST SpaceMobile (ASTS) | 3.08% | 3.06% |
| SPDR Gold (GLD) | 3.08% | 3.05% |
| Microsoft (MSFT) | 3.08% | 3.02% |
| Procter & Gamble (PG) | 3.08% | 2.98% |
| Nordea (NDA_SE.ST) | 3.08% | 2.96% |
| NN Group (NN.NV) | 3.08% | 2.95% |
| Industrial Select Sector SPDR (XLI) | 3.08% | 2.94% |
| Consumer Staples Select Sector SPDR (XLP) | 3.08% | 2.92% |
| Altria (MO) | 3.08% | 2.91% |
| Waste Management (WM) | 3.08% | 2.83% |
| NextEra (NEE) | 3.08% | 2.82% |
| Thermo Fisher (TMO) | 3.08% | 2.82% |
| Coca-Cola (KO) | 3.08% | 2.82% |
| Johnson & Johnson (JNJ) | 3.08% | 2.82% |
| ExxonMobil (XOM) | 3.08% | 2.81% |
| Xylem (XYL) | 3.08% | 2.72% |
| Cintas (CTAS) | 3.08% | 2.66% |
| Lockheed Martin (LMT) | 2.77% | 2.51% |
| Regeneron (REGN) | 3.08% | 2.41% |