Portfolio Diversification
Range
Most Diversified
52 instruments
April 16, 2025
Least Diversified
0 instruments
August 12, 2023
Average
39.2 instruments
Most Consistent Holdings
Top 5
META93.06%
BRK.B92.25%
OLED91.44%
BTC90.86%
MELI89.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 19, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| MercadoLibre (MELI) | 5.54% | 3.26% | 89.24% | - |
 Vanguard Growth ETF (VUG) | 5% | 4.16% | 85.42% | - |
| Bitcoin (BTC) | 3.61% | 3.22% | 90.86% | - |
 Pampa Energia (PAM) | 3.39% | 3.49% | 84.72% | - |
 PayPal (PYPL) | 3.27% | 3.1% | 85.42% | - |
 Deere (DE) | 3.2% | 0% | 74.77% | 6/5/2025 |
 UnitedHealth (UNH) | 3.13% | 2.84% | 84.72% | - |
| Meta (META) | 3.12% | 2.82% | 93.06% | - |
 Lockheed Martin (LMT) | 2.78% | 2.91% | 83.91% | - |
 Home Depot (HD) | 2.4% | 1.5% | 85.42% | - |
 American Tower (AMT) | 2.23% | 0% | 74.77% | 6/5/2025 |
 Amazon (AMZN) | 2.18% | 3.23% | 86.46% | - |
 Apple (AAPL) | 2.16% | 3.11% | 85.42% | - |
 Walmart (WMT) | 1.97% | 1.62% | 75.81% | - |
 PepsiCo (PEP) | 1.85% | 2.25% | 85.42% | - |
 Bank of America (BAC) | 1.85% | 3.4% | 83.91% | - |
 Prologis (PLD) | 1.83% | 0.95% | 85.42% | - |
| Universal Display (OLED) | 1.79% | 0.55% | 91.44% | - |
 Costco (COST) | 1.78% | 0.88% | 85.42% | - |
 Visa (V) | 1.77% | 2.28% | 83.68% | - |
| Berkshire Hathaway (BRK.B) | 1.75% | 4.15% | 92.25% | - |
 Nike (NKE) | 1.72% | 0% | 6.02% | 7/31/2023 |
 ADP (ADP) | 1.64% | 1.12% | 82.64% | - |
 Alphabet (GOOG) | 1.63% | 3.57% | 64.81% | - |
 Crown Castle (CCI) | 1.57% | 2.82% | 85.42% | - |
 Adobe (ADBE) | 1.56% | 0.77% | 84.72% | - |
 PDD Holdings (PDD) | 1.54% | 2.55% | 76.16% | - |
 Old Dominion (ODFL) | 1.38% | 2.07% | 82.18% | - |
 Airbnb (ABNB) | 1.37% | 2.16% | 70.14% | - |
 Eli Lilly (LLY) | 1.33% | 2.16% | 82.18% | - |
 YPF (YPF) | 1.28% | 1.03% | 68.17% | - |
 Simpson (SSD) | 1.14% | 0.93% | 68.63% | - |
 NVIDIA (NVDA) | 1.13% | 1.04% | 82.18% | - |
 Caterpillar (CAT) | 1.13% | 4.31% | 76.85% | - |
 Novo-Nordisk (NVO) | 1.1% | 2.89% | 76.85% | - |
 Microsoft (MSFT) | 1.02% | 1.98% | 55.21% | - |
 KE Holdings (BEKE) | 1.01% | 0.7% | 71.88% | - |
 MasterBrand (MBC) | 0.92% | 0.46% | 83.68% | - |
 Celanese (CE) | 0.91% | 0.2% | 83.68% | - |
 Lululemon (LULU) | 0.87% | 1.91% | 54.28% | - |
 Petrobras (PBR) | 0.83% | 0.62% | 62.62% | - |
 Hershey (HSY) | 0.82% | 2.83% | 54.28% | - |
 Vanguard S&P 500 ETF (VOO) | 0.79% | 1.02% | 85.53% | - |
 Chesapeake (EXE) | 0.74% | 0% | 74.54% | 6/3/2025 |
 Tesla (TSLA) | 0.7% | 0% | 55.44% | 2/10/2025 |
 Eagle Materials (EXP) | 0.68% | 0.76% | 82.18% | - |
 AZEK (AZEK) | 0.61% | 0% | 73.26% | 6/5/2025 |
 TSMC (TSM) | 0.59% | 4.45% | 16.67% | - |
 APA (APA) | 0.47% | 2.48% | 76.85% | - |
 Tradeweb (TW) | 0.4% | 0.98% | 73.03% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.33% | 1.02% | 26.27% | - |
 Linde (LIN) | 0.3% | 0.18% | 62.27% | - |
 LVMH (MC.PA) | 0.26% | 1.57% | 16.55% | - |
 Intel (INTC) | 0.23% | 1.52% | 16.67% | - |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.17% | 0% | 1.16% | 5/26/2023 |
 Coca-Cola (KO) | 0.03% | 0% | 0.12% | 5/24/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.02% | 0% | 0.46% | 4/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Growth ETF (VUG) | 5.52% | 6.17% |
| Pampa Energia (PAM) | 3.3% | 5.53% |
| MercadoLibre (MELI) | 5.18% | 5.15% |
| PayPal (PYPL) | 4.33% | 4.82% |
| UnitedHealth (UNH) | 5.18% | 4.09% |
| Bitcoin (BTC) | 1.88% | 4.01% |
| Deere (DE) | 4.24% | 3.74% |
| Walmart (WMT) | 2.38% | 3.26% |
| YPF (YPF) | 1.48% | 3.17% |
| Home Depot (HD) | 3.3% | 3.17% |
| Lockheed Martin (LMT) | 3.53% | 3.15% |
| Meta (META) | 1.88% | 2.91% |
| Apple (AAPL) | 2.36% | 2.67% |
| American Tower (AMT) | 3.3% | 2.55% |
| ADP (ADP) | 2.5% | 2.43% |
| Alphabet (GOOG) | 2.12% | 2.32% |
| Adobe (ADBE) | 3.3% | 2.25% |
| Bank of America (BAC) | 1.88% | 2.13% |
| Prologis (PLD) | 2.83% | 2% |
| Visa (V) | 2.05% | 1.97% |
| Costco (COST) | 1.41% | 1.89% |
| NVIDIA (NVDA) | 0.94% | 1.84% |
| Airbnb (ABNB) | 2.45% | 1.83% |
| Amazon (AMZN) | 1.41% | 1.82% |
| Simpson (SSD) | 2.45% | 1.79% |
| KE Holdings (BEKE) | 1.41% | 1.56% |
| Tesla (TSLA) | 0.96% | 1.49% |
| Petrobras (PBR) | 2.12% | 1.45% |
| Old Dominion (ODFL) | 1.91% | 1.42% |
| Eli Lilly (LLY) | 1.32% | 1.42% |
| PDD Holdings (PDD) | 2.36% | 1.36% |
| PepsiCo (PEP) | 1.88% | 1.32% |
| Berkshire Hathaway (BRK.B) | 1.41% | 1.31% |
| Universal Display (OLED) | 1.88% | 1.26% |
| MasterBrand (MBC) | 1.41% | 1.15% |
| Crown Castle (CCI) | 1.41% | 1.01% |
| Lululemon (LULU) | 0.94% | 0.95% |
| Chesapeake (EXE) | 0.94% | 0.89% |
| Microsoft (MSFT) | 1.04% | 0.85% |
| Hershey (HSY) | 1.13% | 0.73% |
| Celanese (CE) | 1.74% | 0.68% |
| Novo-Nordisk (NVO) | 0.94% | 0.65% |
| Caterpillar (CAT) | 0.47% | 0.58% |
| Eagle Materials (EXP) | 0.47% | 0.56% |
| AZEK (AZEK) | 0.47% | 0.53% |
| Tradeweb (TW) | 0.47% | 0.53% |
| Vanguard S&P 500 ETF (VOO) | 0.47% | 0.49% |
| Linde (LIN) | 0.47% | 0.36% |
| APA (APA) | 0.47% | 0.23% |