Portfolio Diversification
Range
Most Diversified
29 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.4 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
GOOG99.87%
META99.87%
MSFT99.87%
AMZN99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 38.99% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 11.36% | 0% | 99.87% | 2/1/2025 |
 Iron Mountain (IRM) | 6.66% | 0% | 99.87% | 2/1/2025 |
 ADM (ADM) | 4.1% | 0% | 95.88% | 1/2/2025 |
| Amazon (AMZN) | 3.73% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 3.65% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 3.09% | 0% | 99.87% | 2/1/2025 |
 Realty Income (O) | 2.76% | 0% | 99.87% | 2/1/2025 |
| Apple (AAPL) | 2.59% | 0% | 99.87% | 2/1/2025 |
 Coca-Cola (KO) | 2.48% | 0% | 99.87% | 2/1/2025 |
 Carnival (CCL) | 2.45% | 0% | 99.87% | 2/1/2025 |
 McDonald's (MCD) | 2.36% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 2.12% | 0% | 99.87% | 2/1/2025 |
 AT&T (T) | 2.12% | 0% | 99.87% | 2/1/2025 |
 PepsiCo (PEP) | 2.01% | 0% | 99.87% | 2/1/2025 |
 Shopify (SHOP) | 1.37% | 0% | 99.87% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.36% | 0% | 99.87% | 2/1/2025 |
 Walgreens (WBA) | 1.28% | 0% | 99.87% | 2/1/2025 |
 Tapestry (TPR) | 1.15% | 0% | 29.08% | 8/11/2023 |
 AGNC (AGNC) | 0.86% | 0% | 99.87% | 2/1/2025 |
 Dominion Energy (D) | 0.85% | 0% | 99.87% | 2/1/2025 |
 CVS Health (CVS) | 0.59% | 0% | 99.87% | 2/1/2025 |
 IBM (IBM) | 0.58% | 0% | 99.87% | 2/1/2025 |
 Medical Properties Trust (MPW) | 0.33% | 0% | 99.87% | 2/1/2025 |
 Ibstock (IBST.L) | 0.32% | 0% | 99.87% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.31% | 0% | 99.87% | 2/1/2025 |
 Skyworks (SWKS) | 0.18% | 0% | 51.53% | 1/31/2024 |
 Unity (U) | 0.06% | 0% | 33.2% | 9/14/2023 |
 Beyond Meat (BYND) | 0.05% | 0% | 33.2% | 9/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 45.97% | 48.37% |
| NVIDIA (NVDA) | 2.44% | 14.6% |
| Iron Mountain (IRM) | 3.27% | 6.13% |
| Amazon (AMZN) | 4.24% | 3.53% |
| Meta (META) | 2.86% | 3.14% |
| Microsoft (MSFT) | 2.3% | 2.76% |
| Carnival (CCL) | 2.89% | 2.58% |
| Apple (AAPL) | 1.73% | 2.24% |
| ADM (ADM) | 2.96% | 1.97% |
| Alphabet (GOOG) | 1.62% | 1.87% |
| AT&T (T) | 4.32% | 1.75% |
| Realty Income (O) | 4.08% | 1.65% |
| Coca-Cola (KO) | 2.69% | 1.62% |
| McDonald's (MCD) | 2.11% | 1.58% |
| Shopify (SHOP) | 2.7% | 1.42% |
| PepsiCo (PEP) | 2.02% | 1.14% |
| Johnson & Johnson (JNJ) | 1.62% | 0.8% |
| Dominion Energy (D) | 1.62% | 0.57% |
| AGNC (AGNC) | 1.62% | 0.52% |
| IBM (IBM) | 0.54% | 0.5% |
| Walgreens (WBA) | 2.7% | 0.34% |
| CVS Health (CVS) | 0.7% | 0.25% |
| Ibstock (IBST.L) | 0.54% | 0.23% |
| Warner Bros Discovery (WBD) | 0.89% | 0.19% |
| Medical Properties Trust (MPW) | 1.34% | 0.13% |