Portfolio Diversification
Range
Most Diversified
23 instruments
May 14, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18 instruments
Most Consistent Holdings
Top 5
AMZN99.93%
JPM99.93%
WMT99.93%
BRK.B99.93%
GS99.93%
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 |
|---|---|---|---|---|
| Amazon (AMZN) | 11.24% | 9.61% | 99.93% | - |
| Goldman Sachs (GS) | 10.91% | 16.39% | 99.93% | - |
 BlackRock (BLK) | 8.38% | 6.11% | 99.93% | - |
 PayPal (PYPL) | 7.63% | 4.85% | 99.93% | - |
 Salesforce (CRM) | 5.69% | 2.99% | 99.93% | - |
| JPMorgan (JPM) | 5.68% | 5.51% | 99.93% | - |
 LVMH (MC.PA) | 5.45% | 0% | 75.94% | 10/22/2025 |
| Walmart (WMT) | 5.4% | 4.66% | 99.93% | - |
 Bitcoin (BTC) | 4.44% | 4.21% | 99.29% | - |
 Crowdstrike (CRWD) | 4.2% | 0% | 44.16% | 10/16/2023 |
 NVIDIA (NVDA) | 3.9% | 10.23% | 45.08% | - |
 Microsoft (MSFT) | 3.46% | 3.31% | 96.18% | - |
 Uber (UBER) | 3.14% | 2.39% | 94.41% | - |
| Berkshire Hathaway (BRK.B) | 2.55% | 1.64% | 99.93% | - |
 Costco (COST) | 2.26% | 1.5% | 95.12% | - |
 easyJet (EZJ.L) | 2.15% | 1.01% | 99.93% | - |
 United Airlines (UAL) | 1.79% | 0% | 57.47% | 4/22/2024 |
 Broadcom (AVGO) | 1.73% | 8.7% | 23.5% | - |
 Charles Schwab (SCHW) | 1.17% | 0% | 56.12% | 5/23/2025 |
 Starbucks (SBUX) | 0.89% | 0% | 24.84% | 1/9/2023 |
 Norwegian Cruise Line (NCLH) | 0.77% | 0% | 63.91% | 7/23/2024 |
 Caterpillar (CAT) | 0.63% | 0% | 21.16% | 11/10/2022 |
 Apple (AAPL) | 0.52% | 0% | 18.05% | 2/15/2023 |
 Kosmos Energy (KOS) | 0.47% | 0% | 16.42% | 1/20/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.44% | 2.47% | 17.76% | - |
 FundManagerZech | 0.37% | 0% | 26.04% | 1/26/2023 |
 Energy Select Sector SPDR (XLE) | 0.17% | 0% | 11.89% | 11/11/2022 |
 Bank of America (BAC) | 0.1% | 0% | 2.69% | 2/7/2022 |
 Airbnb (ABNB) | 0.06% | 0% | 3.4% | 2/17/2022 |
 Alibaba (BABA) | 0.06% | 0% | 4.88% | 3/11/2022 |
 Mastercard (MA) | 0.01% | 0% | 0.21% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Goldman Sachs (GS) | 10.89% | 14.06% |
| LVMH (MC.PA) | 18.44% | 13.35% |
| Amazon (AMZN) | 10.22% | 12.61% |
| PayPal (PYPL) | 15.25% | 9% |
| BlackRock (BLK) | 8.38% | 7.72% |
| NVIDIA (NVDA) | 5.87% | 7.36% |
| Bitcoin (BTC) | 2.35% | 6% |
| JPMorgan (JPM) | 4.19% | 5.51% |
| Salesforce (CRM) | 4.19% | 5.26% |
| Walmart (WMT) | 3.35% | 4.81% |
| Microsoft (MSFT) | 5.03% | 3.92% |
| Uber (UBER) | 2.51% | 2.36% |
| Costco (COST) | 1.68% | 2.13% |
| Berkshire Hathaway (BRK.B) | 1.68% | 1.96% |
| Charles Schwab (SCHW) | 1.68% | 1.64% |
| easyJet (EZJ.L) | 2.77% | 1.55% |