Portfolio Diversification
Range
Most Diversified
45 instruments
June 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
37.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 5.51% | 0% | 99.91% | 2/1/2025 |
 Waste Management (WM) | 5.11% | 0% | 60.86% | 2/1/2025 |
 Alibaba (BABA) | 5.04% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 4.83% | 0% | 99.91% | 2/1/2025 |
 LVMH (MC.PA) | 4.71% | 0% | 99.91% | 2/1/2025 |
 Nestle (NESN.ZU) | 4.28% | 0% | 64.6% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 3.68% | 0% | 49.91% | 2/1/2025 |
 Cardano (ADA) | 3.65% | 0% | 99.91% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.33% | 0% | 46.9% | 2/1/2025 |
 Palo Alto Networks (PANW) | 3.11% | 0% | 41.06% | 2/1/2025 |
 Dassault Aviation (AM.PA) | 2.78% | 0% | 44.16% | 2/1/2025 |
 Emerson (EMR) | 2.27% | 0% | 34.49% | 2/1/2025 |
 Visa (V) | 2.24% | 0% | 99.91% | 2/1/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 1.79% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 1.78% | 0% | 99.91% | 2/1/2025 |
 Qualcomm (QCOM) | 1.24% | 0% | 99.91% | 2/1/2025 |
 National Grid (NGG) | 1.23% | 0% | 25.09% | 2/1/2025 |
 SolarEdge (SEDG) | 1.2% | 0% | 52.55% | 2/1/2025 |
 Linde (LIN) | 1.18% | 0% | 22.08% | 2/1/2025 |
 Salesforce (CRM) | 1.17% | 0% | 99.91% | 2/1/2025 |
 Palantir (PLTR) | 1.09% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 1.09% | 0% | 70.44% | 3/13/2024 |
 Colgate (CL) | 0.99% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.96% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 0.92% | 0% | 99.91% | 2/1/2025 |
 Vinci (DG.PA) | 0.9% | 0% | 27.65% | 2/1/2025 |
 Litecoin (LTC) | 0.89% | 0% | 99.91% | 2/1/2025 |
 Coca-Cola (KO) | 0.82% | 0% | 99.91% | 2/1/2025 |
 iShares Russell 2000 Value ETF (IWN) | 0.72% | 0% | 99.91% | 2/1/2025 |
 3M (MMM) | 0.7% | 0% | 99.91% | 2/1/2025 |
| Meta (META) | 0.67% | 0% | 99.91% | 2/1/2025 |
 ARK Genomic Revolution ETF (ARKG) | 0.64% | 0% | 99.91% | 2/1/2025 |
 Zscaler (ZS) | 0.64% | 0% | 31.39% | 2/1/2025 |
 iShares Silver Trust (SLV) | 0.59% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 0.55% | 0% | 99.91% | 2/1/2025 |
 Netflix (NFLX) | 0.49% | 0% | 99.91% | 2/1/2025 |
 Coinbase (COIN) | 0.48% | 0% | 99.91% | 2/1/2025 |
 Stellar (XLM) | 0.48% | 0% | 99.91% | 2/1/2025 |
 Intel (INTC) | 0.45% | 0% | 99.91% | 2/1/2025 |
 Block Inc. (XYZ) | 0.4% | 0% | 99.91% | 2/1/2025 |
 Shopify (SHOP) | 0.35% | 0% | 99.91% | 2/1/2025 |
 Jumia (JMIA) | 0.24% | 0% | 99.91% | 2/1/2025 |
 Peloton (PTON) | 0.05% | 0% | 99.91% | 2/1/2025 |
 Solventum (SOLV) | 0.01% | 0% | 27.65% | 2/1/2025 |
 Flare (FLR) | 0% | 0% | 20.89% | 1/31/2025 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.61% | 8.48% |
| Microsoft (MSFT) | 6.61% | 7.98% |
| Palo Alto Networks (PANW) | 5.01% | 7.38% |
| Emerson (EMR) | 5.25% | 6.73% |
| Waste Management (WM) | 5.25% | 6.46% |
| Berkshire Hathaway (BRK.B) | 5.4% | 6.46% |
| iShares MSCI India ETF (INDA) | 5.38% | 6.05% |
| Dassault Aviation (AM.PA) | 5.25% | 5.48% |
| Linde (LIN) | 5.25% | 4.83% |
| LVMH (MC.PA) | 6.08% | 4.49% |
| National Grid (NGG) | 5.25% | 4.45% |
| Nestle (NESN.ZU) | 5.19% | 3.3% |
| Cardano (ADA) | 2.01% | 3.21% |
| Vinci (DG.PA) | 3.63% | 2.93% |
| Palantir (PLTR) | 0.89% | 2.74% |
| Alibaba (BABA) | 5.25% | 2.52% |
| Zscaler (ZS) | 2.62% | 1.83% |
| Visa (V) | 1.21% | 1.64% |
| Salesforce (CRM) | 0.68% | 1.01% |
| Ishares Nasdaq Biotechnology (IBB) | 1.05% | 0.99% |
| Ethereum (ETH) | 0.42% | 0.94% |
| Meta (META) | 0.37% | 0.76% |
| Qualcomm (QCOM) | 0.73% | 0.74% |
| Apple (AAPL) | 0.37% | 0.72% |
| Stellar (XLM) | 0.31% | 0.64% |
| Litecoin (LTC) | 0.75% | 0.61% |
| Colgate (CL) | 0.52% | 0.6% |
| Netflix (NFLX) | 0.37% | 0.58% |
| Coinbase (COIN) | 0.52% | 0.55% |
| Amazon (AMZN) | 0.37% | 0.48% |
| Coca-Cola (KO) | 0.37% | 0.45% |
| Johnson & Johnson (JNJ) | 0.52% | 0.45% |
| iShares Russell 2000 Value ETF (IWN) | 0.37% | 0.43% |
| 3M (MMM) | 0.58% | 0.4% |
| iShares Silver Trust (SLV) | 0.37% | 0.39% |
| Shopify (SHOP) | 0.37% | 0.35% |
| SolarEdge (SEDG) | 5.46% | 0.28% |
| ARK Genomic Revolution ETF (ARKG) | 1.05% | 0.25% |
| Block Inc. (XYZ) | 0.63% | 0.24% |
| Intel (INTC) | 0.37% | 0.14% |
| Jumia (JMIA) | 1% | 0.09% |
| Solventum (SOLV) | 0% | 0.05% |
| Peloton (PTON) | 0.31% | 0.02% |
| Flare (FLR) | 0.01% | 0.01% |
| Songbird (SGB) | 0% | 0% |