Portfolio Diversification
Range
Most Diversified
24 instruments
May 13, 2025
Least Diversified
0 instruments
February 2, 2025
Average
16.6 instruments
Most Consistent Holdings
Top 5
GOOG99.83%
MSFT97.6%
NVDA97.6%
BRK.B96.75%
PLTR95.38%
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) | 12.71% | 14.46% | 99.83% | - |
| NVIDIA (NVDA) | 10.28% | 11.52% | 97.6% | - |
| Palantir (PLTR) | 9.86% | 11.5% | 95.38% | - |
| Microsoft (MSFT) | 8.13% | 7.86% | 97.6% | - |
 Meta (META) | 8% | 8.22% | 94.52% | - |
 Amazon (AMZN) | 6.82% | 6.59% | 92.81% | - |
| Berkshire Hathaway (BRK.B) | 3.84% | 2.96% | 96.75% | - |
 TSMC (TSM) | 3.76% | 4.26% | 90.58% | - |
 Adobe (ADBE) | 2.48% | 3.33% | 58.22% | - |
 Lululemon (LULU) | 2.38% | 1.51% | 66.78% | - |
 Salesforce (CRM) | 2.37% | 1.86% | 80.31% | - |
 Visa (V) | 2.09% | 1.64% | 94.52% | - |
 UnitedHealth (UNH) | 1.65% | 3.07% | 45.03% | - |
 Alibaba (BABA) | 1.56% | 3.11% | 50.17% | - |
 Realty Income (O) | 1.53% | 0% | 35.79% | 12/11/2024 |
 Evolution (EVO.ST) | 1.16% | 2.45% | 45.03% | - |
 Coca-Cola (KO) | 1.16% | 1.94% | 47.77% | - |
 Monster Beverage (MNST) | 1.01% | 0% | 25.86% | 12/11/2024 |
 S&P Global (SPGI) | 0.96% | 2.75% | 31.51% | - |
 ExxonMobil (XOM) | 0.94% | 0% | 59.08% | 8/18/2025 |
 McDonald's (MCD) | 0.84% | 0% | 16.61% | 8/29/2024 |
 Walmart (WMT) | 0.77% | 2.03% | 35.1% | - |
 PepsiCo (PEP) | 0.62% | 1.46% | 36.13% | - |
 ASML (ASML) | 0.62% | 1.59% | 39.73% | - |
 Johnson & Johnson (JNJ) | 0.5% | 0% | 15.58% | 7/25/2024 |
 Apple (AAPL) | 0.48% | 0% | 18.66% | 8/6/2024 |
 LVMH (MC.PA) | 0.44% | 1.02% | 35.62% | - |
 Nike (NKE) | 0.32% | 1.08% | 28.42% | - |
 Supermicro (SMCI) | 0.28% | 0% | 8.22% | 8/29/2024 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.07% | 0% | 20.21% | 7/31/2025 |
 UHS (UHS) | 0% | 0% | 0.17% | 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% |