Portfolio Diversification
Range
Most Diversified
17 instruments
January 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
13.1 instruments
Most Consistent Holdings
Top 5
GOOG99.72%
MSFT96.11%
NVDA96.11%
BRK.B94.72%
PLTR92.78%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 9, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 13.09% | 14.77% | 99.72% | - |
| NVIDIA (NVDA) | 9.98% | 9.63% | 96.11% | - |
| Palantir (PLTR) | 8.74% | 13.61% | 92.78% | - |
| Microsoft (MSFT) | 8.22% | 6.33% | 96.11% | - |
 Meta (META) | 7.88% | 9.17% | 91.11% | - |
 Amazon (AMZN) | 6.74% | 8.43% | 88.33% | - |
| Berkshire Hathaway (BRK.B) | 4.02% | 3.49% | 94.72% | - |
 TSMC (TSM) | 3.71% | 4.08% | 84.72% | - |
 Realty Income (O) | 2.48% | 0% | 58.06% | 12/11/2024 |
 Salesforce (CRM) | 2.31% | 3.3% | 68.06% | - |
 Visa (V) | 2.15% | 2.07% | 91.11% | - |
 Lululemon (LULU) | 2.01% | 4.77% | 46.11% | - |
 UnitedHealth (UNH) | 1.99% | 0% | 38.61% | 7/17/2024 |
 Monster Beverage (MNST) | 1.64% | 0% | 41.94% | 12/11/2024 |
 Adobe (ADBE) | 1.36% | 5.13% | 32.22% | - |
 McDonald's (MCD) | 1.36% | 0% | 26.94% | 8/29/2024 |
 Johnson & Johnson (JNJ) | 0.81% | 0% | 25.28% | 7/25/2024 |
 Apple (AAPL) | 0.78% | 0% | 30.28% | 8/6/2024 |
 ExxonMobil (XOM) | 0.76% | 1.48% | 41.94% | - |
 Alibaba (BABA) | 0.63% | 3.58% | 19.17% | - |
 Supermicro (SMCI) | 0.45% | 0% | 13.33% | 8/29/2024 |
 Coca-Cola (KO) | 0.37% | 2.27% | 15.28% | - |
 Evolution (EVO.ST) | 0.2% | 3.11% | 10.83% | - |
 ASML (ASML) | 0.04% | 1.64% | 2.22% | - |
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% |