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Portfolio Diversification
Range
Most Diversified
24 instruments
May 13, 2025
Least Diversified
0 instruments
February 2, 2025
Average
18 instruments
Most Consistent Holdings
Top 5
GOOG98.85%
NVDA97.57%
MSFT97.19%
BRK.B96.93%
PLTR95.66%
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) | 13.58% | 0% | 98.85% | 4/3/2026 |
| NVIDIA (NVDA) | 10.59% | 0% | 97.57% | 4/3/2026 |
| Palantir (PLTR) | 9.64% | 0% | 95.66% | 4/3/2026 |
 Meta (META) | 7.98% | 0% | 95.27% | 4/3/2026 |
| Microsoft (MSFT) | 7.77% | 0% | 97.19% | 4/3/2026 |
 Amazon (AMZN) | 6.62% | 0% | 94% | 4/3/2026 |
 TSMC (TSM) | 4.04% | 0% | 92.34% | 4/3/2026 |
| Berkshire Hathaway (BRK.B) | 3.59% | 0% | 96.93% | 4/3/2026 |
 Adobe (ADBE) | 2.56% | 0% | 68.2% | 4/3/2026 |
 Salesforce (CRM) | 2.47% | 0% | 84.67% | 4/3/2026 |
 Lululemon (LULU) | 2.18% | 0% | 74.58% | 4/3/2026 |
 Visa (V) | 2.15% | 0% | 95.27% | 4/3/2026 |
 UnitedHealth (UNH) | 1.99% | 0% | 58.37% | 4/3/2026 |
 Alibaba (BABA) | 1.9% | 0% | 62.2% | 4/3/2026 |
 Coca-Cola (KO) | 1.38% | 0% | 60.41% | 4/3/2026 |
 S&P Global (SPGI) | 1.3% | 0% | 47.89% | 4/3/2026 |
 Evolution (EVO.ST) | 1.3% | 0% | 58.37% | 4/3/2026 |
 Realty Income (O) | 1.14% | 0% | 26.69% | 12/11/2024 |
 Walmart (WMT) | 1.13% | 0% | 50.96% | 4/3/2026 |
 ASML (ASML) | 0.99% | 0% | 54.41% | 4/3/2026 |
 PepsiCo (PEP) | 0.85% | 0% | 51.72% | 4/3/2026 |
 Monster Beverage (MNST) | 0.75% | 0% | 19.28% | 12/11/2024 |
 ExxonMobil (XOM) | 0.7% | 0% | 44.06% | 8/18/2025 |
 McDonald's (MCD) | 0.62% | 0% | 12.39% | 8/29/2024 |
 LVMH (MC.PA) | 0.52% | 0% | 42.4% | 1/28/2026 |
 Nike (NKE) | 0.46% | 0% | 45.59% | 4/3/2026 |
 Johnson & Johnson (JNJ) | 0.37% | 0% | 11.62% | 7/25/2024 |
 Apple (AAPL) | 0.36% | 0% | 13.92% | 8/6/2024 |
 Target (TGT) | 0.25% | 0% | 21.2% | 4/3/2026 |
 Supermicro (SMCI) | 0.21% | 0% | 6.13% | 8/29/2024 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.05% | 0% | 15.07% | 7/31/2025 |
 ServiceNow (NOW) | 0.04% | 0% | 4.47% | 4/3/2026 |
 UHS (UHS) | 0% | 0% | 0.13% | 5/13/2025 |
 Ionq (IONQ) | 0% | 0% | 0.13% | 10/14/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 12.46% | 17.26% |
| NVIDIA (NVDA) | 7.12% | 11.72% |
| Palantir (PLTR) | 1.86% | 9.21% |
| Meta (META) | 10.32% | 8.74% |
| Microsoft (MSFT) | 8.9% | 7.12% |
| Amazon (AMZN) | 7.12% | 6.22% |
| TSMC (TSM) | 3.2% | 4.69% |
| Salesforce (CRM) | 4.45% | 3.3% |
| Adobe (ADBE) | 6.41% | 3.16% |
| Berkshire Hathaway (BRK.B) | 3.56% | 2.9% |
| UnitedHealth (UNH) | 3.92% | 2.85% |
| Alibaba (BABA) | 2.41% | 2.69% |
| Visa (V) | 3.2% | 2.62% |
| S&P Global (SPGI) | 3.56% | 2.54% |
| Walmart (WMT) | 2.67% | 2.09% |
| Coca-Cola (KO) | 2.67% | 1.96% |
| ASML (ASML) | 1.78% | 1.86% |
| Lululemon (LULU) | 3.56% | 1.85% |
| Evolution (EVO.ST) | 3.56% | 1.7% |
| PepsiCo (PEP) | 2.14% | 1.43% |
| LVMH (MC.PA) | 2.13% | 1.29% |
| Target (TGT) | 1.42% | 1.05% |
| Nike (NKE) | 1.25% | 0.9% |
Cash & Instruments Over Time
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