Portfolio Diversification
Range
Most Diversified
42 instruments
January 1, 2022
Least Diversified
31 instruments
September 6, 2025
Average
39.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 10.97% | 0% | 82.09% | 2/20/2025 |
 Tesla (TSLA) | 9% | 7.79% | 100% | - |
| Alphabet (GOOG) | 8.98% | 13.5% | 100% | - |
 Realty Income (O) | 5.58% | 6.92% | 100% | - |
| Meta (META) | 4.96% | 4.81% | 100% | - |
 Bitcoin (BTC) | 4.96% | 5.01% | 100% | - |
| Amazon (AMZN) | 4.39% | 2.67% | 100% | - |
 Kenvue (KVUE) | 4.04% | 8.94% | 45.54% | - |
| Microsoft (MSFT) | 3.73% | 2.61% | 100% | - |
 Ethereum (ETH) | 2.87% | 2.05% | 100% | - |
 Adobe (ADBE) | 2.51% | 1.41% | 94.84% | - |
 Moody's (MCO) | 2.03% | 1.05% | 99.26% | - |
 Palantir (PLTR) | 1.96% | 0% | 79.07% | 1/10/2025 |
| Apple (AAPL) | 1.89% | 0.78% | 100% | - |
 Adidas (ADS.DE) | 1.84% | 0.91% | 100% | - |
 Visa (V) | 1.77% | 0.82% | 100% | - |
 Salesforce (CRM) | 1.61% | 0.3% | 100% | - |
 MercadoLibre (MELI) | 1.55% | 0% | 82.09% | 2/20/2025 |
 Block Inc. (XYZ) | 1.48% | 0.57% | 100% | - |
 ASML (ASML.NV) | 1.39% | 9.42% | 27.12% | - |
 Cardano (ADA) | 1.34% | 0.19% | 99.41% | - |
 Chipotle (CMG) | 1.31% | 0.57% | 99.26% | - |
 Booking (BKNG) | 1.27% | 0.88% | 100% | - |
 Enphase (ENPH) | 1.01% | 0.27% | 100% | - |
 Zoetis (ZTS) | 0.96% | 3.68% | 40.9% | - |
 RBI (QSR) | 0.92% | 0% | 14.44% | 9/5/2025 |
 CNR (CNI) | 0.9% | 3.98% | 20.93% | - |
 UnitedHealth (UNH) | 0.87% | 4.65% | 22.7% | - |
 Qualcomm (QCOM) | 0.87% | 0% | 82.54% | 2/26/2025 |
 Citi (C) | 0.84% | 0% | 82.09% | 2/20/2025 |
 Delta (DAL) | 0.83% | 0% | 37.58% | 6/20/2023 |
 Alibaba (BABA) | 0.8% | 0% | 72.88% | 10/18/2024 |
 Netflix (NFLX) | 0.8% | 0.78% | 100% | - |
 LVMH (MC.PA) | 0.76% | 2.56% | 33.31% | - |
 Lemonade (LMND) | 0.71% | 0% | 75.31% | 11/20/2024 |
 Nike (NKE) | 0.68% | 0% | 15.48% | 9/5/2025 |
 PayPal (PYPL) | 0.65% | 0% | 95.36% | 8/19/2025 |
 UPS (UPS) | 0.64% | 3.28% | 19.45% | - |
 Ally (ALLY) | 0.42% | 0% | 82.09% | 2/20/2025 |
 Nio (NIO) | 0.41% | 0% | 72.88% | 10/18/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.38% | 0% | 33.53% | 4/26/2023 |
 Tattooed Chef Inc (TTCFQ) | 0.37% | 0% | 42.45% | 9/13/2023 |
 Carnival (CCL) | 0.31% | 0% | 37.58% | 6/20/2023 |
 Domino's (DPZ) | 0.23% | 0.21% | 64.26% | - |
 Niu (NIU) | 0.23% | 0% | 82.09% | 2/20/2025 |
 Red Electrica (RED.MC) | 0.23% | 0.22% | 70.52% | - |
 Procter & Gamble (PG) | 0.22% | 0.16% | 72.07% | - |
 Walmart (WMT) | 0.21% | 0% | 82.61% | 2/27/2025 |
 Coca-Cola (KO) | 0.21% | 0.13% | 100% | - |
 Autozone (AZO) | 0.16% | 0% | 9.65% | 5/12/2022 |
 McDonald's (MCD) | 0.15% | 0% | 80.03% | 1/23/2025 |
 BioNano (BNGO) | 0.04% | 0% | 48.56% | 1/9/2024 |
 Nano Dimension (NNDM) | 0.02% | 0% | 79.44% | 1/15/2025 |
 Workhorse (WKHS) | 0.01% | 0% | 24.69% | 12/23/2022 |
 Teladoc (TDOC) | 0.01% | 0% | 0.74% | 1/10/2022 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 0.74% | 1/10/2022 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 4.63% | 18.45% |
| Alphabet (GOOG) | 10.29% | 9.1% |
| Kenvue (KVUE) | 12.77% | 8.57% |
| Tesla (TSLA) | 7.3% | 8.43% |
| Realty Income (O) | 12.58% | 7.21% |
| Palantir (PLTR) | 1.56% | 5.21% |
| Bitcoin (BTC) | 3.09% | 4.94% |
| Meta (META) | 3.07% | 4.63% |
| Amazon (AMZN) | 3.62% | 3.46% |
| LVMH (MC.PA) | 4.5% | 2.83% |
| Microsoft (MSFT) | 2.56% | 2.57% |
| Zoetis (ZTS) | 3.77% | 2.38% |
| Ethereum (ETH) | 1.72% | 1.96% |
| ASML (ASML.NV) | 2.39% | 1.46% |
| Moody's (MCO) | 1.56% | 1.45% |
| Adidas (ADS.DE) | 1.56% | 1.4% |
| Salesforce (CRM) | 1.3% | 1.37% |
| Adobe (ADBE) | 2.06% | 1.32% |
| Apple (AAPL) | 1.21% | 1.31% |
| MercadoLibre (MELI) | 1.29% | 1.07% |
| Chipotle (CMG) | 0.84% | 1.07% |
| Cardano (ADA) | 2.03% | 1.05% |
| Visa (V) | 1.14% | 1.05% |
| Booking (BKNG) | 0.7% | 1.01% |
| Citi (C) | 1.08% | 0.95% |
| Block Inc. (XYZ) | 2.26% | 0.75% |
| Netflix (NFLX) | 0.53% | 0.75% |
| Qualcomm (QCOM) | 0.88% | 0.71% |
| Enphase (ENPH) | 1.38% | 0.57% |
| UnitedHealth (UNH) | 0.92% | 0.56% |
| Ally (ALLY) | 0.44% | 0.33% |
| PayPal (PYPL) | 0.99% | 0.32% |
| Domino's (DPZ) | 0.29% | 0.25% |
| Red Electrica (RED.MC) | 0.4% | 0.25% |
| Procter & Gamble (PG) | 0.29% | 0.21% |
| Coca-Cola (KO) | 0.19% | 0.14% |
| Walmart (WMT) | 0.11% | 0.13% |
| McDonald's (MCD) | 0.09% | 0.08% |
| Niu (NIU) | 1.07% | 0.03% |
| Nano Dimension (NNDM) | 0.09% | 0.01% |