Portfolio Diversification
Range
Most Diversified
24 instruments
May 13, 2025
Least Diversified
0 instruments
February 2, 2025
Average
17.2 instruments
Most Consistent Holdings
Top 5
GOOG98.95%
NVDA97.29%
MSFT96.99%
BRK.B96.54%
PLTR95.04%
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) | 12.89% | 17.7% | 98.95% | - |
| NVIDIA (NVDA) | 10.38% | 11.46% | 97.29% | - |
| Palantir (PLTR) | 9.85% | 9.41% | 95.04% | - |
| Microsoft (MSFT) | 8.01% | 7.11% | 96.99% | - |
 Meta (META) | 7.85% | 6.78% | 94.59% | - |
 Amazon (AMZN) | 6.71% | 6.18% | 93.08% | - |
 TSMC (TSM) | 3.82% | 4.55% | 91.13% | - |
| Berkshire Hathaway (BRK.B) | 3.71% | 2.91% | 96.54% | - |
 Adobe (ADBE) | 2.54% | 3.12% | 62.71% | - |
 Salesforce (CRM) | 2.41% | 3.24% | 82.11% | - |
 Lululemon (LULU) | 2.27% | 1.69% | 70.23% | - |
 Visa (V) | 2.09% | 2.47% | 94.59% | - |
 UnitedHealth (UNH) | 1.8% | 2.85% | 51.13% | - |
 Alibaba (BABA) | 1.74% | 2.9% | 55.64% | - |
 Realty Income (O) | 1.34% | 0% | 31.43% | 12/11/2024 |
 Coca-Cola (KO) | 1.25% | 1.96% | 53.53% | - |
 Evolution (EVO.ST) | 1.25% | 1.69% | 51.13% | - |
 S&P Global (SPGI) | 1.12% | 2.42% | 38.95% | - |
 Walmart (WMT) | 0.91% | 2.16% | 42.41% | - |
 Monster Beverage (MNST) | 0.89% | 0% | 22.71% | 12/11/2024 |
 ExxonMobil (XOM) | 0.83% | 0% | 51.88% | 8/18/2025 |
 ASML (ASML) | 0.75% | 1.91% | 46.47% | - |
 McDonald's (MCD) | 0.73% | 0% | 14.59% | 8/29/2024 |
 PepsiCo (PEP) | 0.72% | 1.44% | 43.31% | - |
 LVMH (MC.PA) | 0.52% | 1.25% | 42.41% | - |
 Johnson & Johnson (JNJ) | 0.44% | 0% | 13.68% | 7/25/2024 |
 Apple (AAPL) | 0.42% | 0% | 16.39% | 8/6/2024 |
 Nike (NKE) | 0.39% | 0.93% | 36.24% | - |
 Supermicro (SMCI) | 0.24% | 0% | 7.22% | 8/29/2024 |
 Target (TGT) | 0.08% | 0.99% | 7.52% | - |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.06% | 0% | 17.74% | 7/31/2025 |
 UHS (UHS) | 0% | 0% | 0.15% | 5/13/2025 |
 Ionq (IONQ) | 0% | 0% | 0.15% | 10/14/2025 |
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% |