Portfolio Diversification
Range
Most Diversified
24 instruments
May 13, 2025
Least Diversified
0 instruments
February 2, 2025
Average
16.1 instruments
Most Consistent Holdings
Top 5
GOOG99.81%
MSFT97.39%
NVDA97.39%
BRK.B96.46%
PLTR95.16%
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) | 12.7% | 11.73% | 99.81% | - |
| NVIDIA (NVDA) | 10.12% | 12.34% | 97.39% | - |
| Palantir (PLTR) | 9.72% | 13.92% | 95.16% | - |
| Microsoft (MSFT) | 8.12% | 8.82% | 97.39% | - |
 Meta (META) | 7.98% | 8.63% | 94.04% | - |
 Amazon (AMZN) | 6.83% | 6.56% | 92.18% | - |
| Berkshire Hathaway (BRK.B) | 3.9% | 3.05% | 96.46% | - |
 TSMC (TSM) | 3.73% | 4.14% | 89.76% | - |
 Lululemon (LULU) | 2.42% | 1.98% | 63.87% | - |
 Salesforce (CRM) | 2.4% | 2.13% | 78.58% | - |
 Adobe (ADBE) | 2.4% | 3.6% | 54.56% | - |
 Visa (V) | 2.12% | 1.78% | 94.04% | - |
 Realty Income (O) | 1.66% | 0% | 38.92% | 12/11/2024 |
 UnitedHealth (UNH) | 1.58% | 1.35% | 40.22% | - |
 Alibaba (BABA) | 1.47% | 2.45% | 45.81% | - |
 Monster Beverage (MNST) | 1.1% | 0% | 28.12% | 12/11/2024 |
 Coca-Cola (KO) | 1.07% | 2.13% | 43.2% | - |
 Evolution (EVO.ST) | 1.03% | 2.8% | 40.22% | - |
 ExxonMobil (XOM) | 0.98% | 1.3% | 61.08% | - |
 McDonald's (MCD) | 0.91% | 0% | 18.06% | 8/29/2024 |
 S&P Global (SPGI) | 0.79% | 2.98% | 25.51% | - |
 Walmart (WMT) | 0.66% | 2.05% | 29.42% | - |
 ASML (ASML) | 0.55% | 1.34% | 34.45% | - |
 Johnson & Johnson (JNJ) | 0.54% | 0% | 16.95% | 7/25/2024 |
 PepsiCo (PEP) | 0.54% | 1.53% | 30.54% | - |
 Apple (AAPL) | 0.52% | 0% | 20.3% | 8/6/2024 |
 LVMH (MC.PA) | 0.39% | 1.02% | 29.98% | - |
 Supermicro (SMCI) | 0.3% | 0% | 8.94% | 8/29/2024 |
 Nike (NKE) | 0.25% | 1.17% | 22.16% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.07% | 0% | 21.97% | 7/31/2025 |
 UHS (UHS) | 0% | 0% | 0.19% | 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% |