Portfolio Diversification
Range
Most Diversified
24 instruments
May 13, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.1 instruments
Most Consistent Holdings
Top 5
GOOG99.79%
MSFT97.08%
NVDA97.08%
BRK.B96.03%
PLTR94.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 9, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 12.84% | 11.22% | 99.79% | - |
| NVIDIA (NVDA) | 9.95% | 10.8% | 97.08% | - |
| Palantir (PLTR) | 9.3% | 12.87% | 94.57% | - |
| Microsoft (MSFT) | 8.08% | 8.29% | 97.08% | - |
 Meta (META) | 7.93% | 8.18% | 93.32% | - |
 Amazon (AMZN) | 6.82% | 6.75% | 91.23% | - |
| Berkshire Hathaway (BRK.B) | 3.98% | 3.5% | 96.03% | - |
 TSMC (TSM) | 3.69% | 3.72% | 88.52% | - |
 Lululemon (LULU) | 2.42% | 3.62% | 59.5% | - |
 Salesforce (CRM) | 2.41% | 2.39% | 75.99% | - |
 Adobe (ADBE) | 2.2% | 4.53% | 49.06% | - |
 Visa (V) | 2.14% | 2.06% | 93.32% | - |
 Realty Income (O) | 1.86% | 0% | 43.63% | 12/11/2024 |
 UnitedHealth (UNH) | 1.57% | 1.78% | 32.99% | - |
 Alibaba (BABA) | 1.35% | 2.56% | 39.25% | - |
 Monster Beverage (MNST) | 1.23% | 0% | 31.52% | 12/11/2024 |
 McDonald's (MCD) | 1.02% | 0% | 20.25% | 8/29/2024 |
 ExxonMobil (XOM) | 0.94% | 1.32% | 56.37% | - |
 Coca-Cola (KO) | 0.93% | 2.43% | 36.33% | - |
 Evolution (EVO.ST) | 0.86% | 2.16% | 32.99% | - |
 Johnson & Johnson (JNJ) | 0.61% | 0% | 19% | 7/25/2024 |
 Apple (AAPL) | 0.59% | 0% | 22.76% | 8/6/2024 |
 S&P Global (SPGI) | 0.53% | 3.02% | 16.49% | - |
 Walmart (WMT) | 0.48% | 2.28% | 20.88% | - |
 ASML (ASML) | 0.43% | 1.58% | 26.51% | - |
 PepsiCo (PEP) | 0.41% | 1.6% | 22.13% | - |
 Supermicro (SMCI) | 0.34% | 0% | 10.02% | 8/29/2024 |
 LVMH (MC.PA) | 0.31% | 1.12% | 21.5% | - |
 Nike (NKE) | 0.14% | 1.07% | 12.73% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.04% | 0.32% | 12.73% | - |
 UHS (UHS) | 0% | 0% | 0.21% | 5/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 6.91% | 16.01% |
| Alphabet (GOOG) | 16.12% | 14.9% |
| NVIDIA (NVDA) | 6.91% | 10.14% |
| Amazon (AMZN) | 9.21% | 8.41% |
| Meta (META) | 9.21% | 8.4% |
| Microsoft (MSFT) | 9.21% | 7.14% |
| Lululemon (LULU) | 4.61% | 4.83% |
| Adobe (ADBE) | 6.91% | 4.67% |
| TSMC (TSM) | 4.15% | 4.35% |
| Berkshire Hathaway (BRK.B) | 4.61% | 3.73% |
| Salesforce (CRM) | 3.45% | 3.54% |
| Alibaba (BABA) | 4.61% | 3.27% |
| Coca-Cola (KO) | 3.45% | 2.49% |
| Visa (V) | 2.3% | 2.08% |
| Evolution (EVO.ST) | 2.3% | 1.71% |
| ExxonMobil (XOM) | 2.3% | 1.6% |