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Portfolio Diversification
Range
Most Diversified
21 instruments
January 12, 2024
Least Diversified
0 instruments
August 15, 2023
Average
10.8 instruments
Most Consistent Holdings
Top 5
AMZN59.62%
V57.13%
MC.PA51.84%
GOOGL51.25%
NU44.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 9.97% | 12.31% | 59.62% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 9.87% | 0% | 27.62% | 10/8/2025 |
 ASML (ASML) | 6.08% | 0% | 43.47% | 5/12/2026 |
 Stellantis (STLA.US) | 5.59% | 0% | 34% | 2/6/2025 |
| Alphabet (GOOGL) | 4.68% | 0% | 51.25% | 5/11/2026 |
| Visa (V) | 3.94% | 3.65% | 57.13% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.64% | 0% | 17.65% | 9/24/2024 |
| Nu (NU) | 3.19% | 4.56% | 44.77% | - |
 PDD Holdings (PDD) | 2.94% | 0% | 44.67% | 5/19/2026 |
 Invesco QQQ (QQQ) | 2.51% | 0% | 12.76% | 7/24/2024 |
 Alibaba (BABA) | 2.4% | 0% | 35.09% | 2/28/2025 |
 UnitedHealth (UNH) | 2.08% | 0% | 28.22% | 5/19/2026 |
| LVMH (MC.PA) | 2.05% | 0% | 51.84% | 1/28/2026 |
 NVIDIA (NVDA) | 1.94% | 0% | 7.58% | 11/9/2023 |
 PayPal (PYPL) | 1.83% | 0% | 31.31% | 2/3/2026 |
 JD.com (JD.US) | 1.79% | 0% | 27.92% | 2/18/2025 |
 Eli Lilly (LLY) | 1.62% | 0% | 25.02% | 2/24/2026 |
 Chevron (CVX.US) | 1.55% | 0% | 33.9% | 10/23/2024 |
 Petrobras (PBR) | 1.53% | 0% | 32.6% | 3/25/2026 |
 Occidental (OXY) | 1.46% | 0% | 27.32% | 9/27/2024 |
 Novo-Nordisk (NVO) | 1.45% | 0% | 33.9% | 2/3/2026 |
 Chipotle (CMG) | 1.32% | 0% | 24.43% | 10/31/2025 |
 Baidu (BIDU) | 1.14% | 0% | 17.45% | 1/16/2025 |
 BAT (BATS.L) | 1.08% | 0% | 11.96% | 1/17/2024 |
 Meta (META) | 0.98% | 0% | 19.24% | 5/19/2026 |
 Evolution (EVO.ST) | 0.91% | 0% | 2.09% | 2/28/2025 |
 Pfizer (PFE) | 0.83% | 0% | 11.76% | 1/17/2024 |
 Johnson & Johnson (JNJ) | 0.72% | 0% | 17.35% | 9/27/2024 |
 PepsiCo (PEP) | 0.71% | 0% | 15.35% | 11/3/2025 |
 Coca-Cola (KO) | 0.7% | 0% | 18.74% | 9/27/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.69% | 0% | 3.69% | 1/10/2024 |
 Microsoft (MSFT) | 0.63% | 0% | 14.06% | 5/19/2026 |
 American Express (AXP) | 0.57% | 0% | 16.05% | 9/27/2024 |
 Global X Uranium ETF (URA) | 0.55% | 0% | 9.67% | 11/20/2024 |
 JPMorgan (JPM) | 0.44% | 0% | 16.05% | 9/27/2024 |
 Tesla (TSLA) | 0.38% | 0% | 10.97% | 10/22/2024 |
 TransMedics (TMDX) | 0.35% | 1.18% | 14.46% | - |
 Philip Morris (PM) | 0.31% | 0% | 9.97% | 5/23/2024 |
 McDonald's (MCD) | 0.31% | 0% | 11.27% | 9/19/2024 |
 Apple (AAPL) | 0.27% | 0% | 6.58% | 3/19/2024 |
 iShares 0-1 Year Treasury Bond (SHV) | 0.24% | 0% | 1% | 10/3/2024 |
 ExxonMobil (XOM) | 0.22% | 0% | 5.18% | 10/23/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.21% | 0% | 2.99% | 7/19/2024 |
 Vodafone (VOD) | 0.21% | 0% | 4.69% | 1/17/2024 |
 Nike (NKE) | 0.19% | 0% | 6.68% | 9/12/2024 |
 Penn National (PENN) | 0.18% | 0% | 7.68% | 1/17/2024 |
 Berkshire Hathaway (BRK.B) | 0.17% | 0% | 4.09% | 10/23/2024 |
 Rio Tinto (RIO) | 0.14% | 0% | 6.18% | 8/6/2024 |
 BHP (BHP) | 0.12% | 0% | 4.99% | 8/6/2024 |
 Domino's (DPZ) | 0.11% | 0% | 3.59% | 11/16/2023 |
 Sirius XM (SIRI) | 0.11% | 0% | 2.39% | 11/15/2024 |
 Nio (NIO) | 0.1% | 0% | 6.28% | 2/29/2024 |
 Disney (DIS) | 0.1% | 0% | 1.4% | 9/7/2023 |
 ArcelorMittal (MTS.MC) | 0.09% | 0% | 3.49% | 12/15/2023 |
 Lockheed Martin (LMT) | 0.08% | 0% | 2.59% | 2/28/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.08% | 0% | 0.4% | 8/23/2023 |
 EUR/USD (EURUSD) | 0.07% | 0% | 0.7% | 6/5/2024 |
 Boyd Gaming (BYD) | 0.07% | 0% | 3.09% | 11/16/2023 |
 iShares Core High Dividend ETF (HDV) | 0.06% | 0% | 1.99% | 5/22/2024 |
 Mastercard (MA) | 0.05% | 0% | 2.59% | 6/17/2024 |
 iShares Global clean energy ETF (ICLN) | 0.04% | 0% | 2.49% | 1/16/2024 |
 Nucor (NUE) | 0.04% | 0% | 3.39% | 5/8/2024 |
 Steel Dynamics (STLD) | 0.03% | 0% | 2.99% | 5/8/2024 |
 FEMSA (FMX) | 0.03% | 0% | 1.2% | 3/14/2024 |
 Spotify (SPOT) | 0.03% | 0% | 0.6% | 5/19/2026 |
 Reliance Steel (RS) | 0.02% | 0% | 2.29% | 5/1/2024 |
 Cleveland-Cliffs (CLF.US) | 0.02% | 0% | 2.29% | 5/1/2024 |
 Kering (KER.PA) | 0.02% | 0% | 1.69% | 12/1/2023 |
 Anheuser-Busch (BUD) | 0.02% | 0% | 1.2% | 9/21/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 0.4% | 3/28/2025 |
 Raytheon (RTX) | 0.02% | 0% | 1.5% | 12/1/2023 |
 Altria (MO) | 0.02% | 0% | 1.1% | 10/20/2023 |
 AGCO (AGCO) | 0.01% | 0% | 0.7% | 11/13/2023 |
 Starbucks (SBUX) | 0.01% | 0% | 0.4% | 4/5/2024 |
 Vale (VALE) | 0.01% | 0% | 0.9% | 6/27/2024 |
 AbbVie (ABBV) | 0.01% | 0% | 0.5% | 11/8/2023 |
 iShares Semiconductor ETF (SOXX) | 0.01% | 0% | 0.1% | 3/8/2024 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.2% | 2/28/2024 |
 Lucid (LCID) | 0.01% | 0% | 0.5% | 1/16/2024 |
 Taylor Morrison (TMHC) | 0.01% | 0% | 0.4% | 11/13/2023 |
 D.R. Horton (DHI) | 0.01% | 0% | 0.4% | 11/13/2023 |
 Vanguard S&P 500 ETF (VOO) | 0% | 0% | 0.3% | 10/12/2023 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.2% | 10/11/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 27.49% | 24.57% |
| ASML (ASML) | 11.3% | 14.43% |
| Alphabet (GOOGL) | 5.97% | 9.53% |
| Nu (NU) | 5.53% | 7.1% |
| Eli Lilly (LLY) | 4.94% | 6.36% |
| Visa (V) | 7.55% | 6.25% |
| UnitedHealth (UNH) | 5.02% | 5.68% |
| Petrobras (PBR) | 6.2% | 5.35% |
| LVMH (MC.PA) | 6% | 4.66% |
| Meta (META) | 5.11% | 4.34% |
| PDD Holdings (PDD) | 4.84% | 3.45% |
| Novo-Nordisk (NVO) | 3.31% | 2.59% |
| PayPal (PYPL) | 3.63% | 2.58% |
| TransMedics (TMDX) | 3.11% | 2.44% |
Cash & Instruments Over Time
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