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Portfolio Diversification
Range
Most Diversified
15 instruments
June 30, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.4 instruments
Most Consistent Holdings
Top 5
GOOG99.31%
TSLA99.19%
NU99.08%
MA89.46%
V89.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 36.05% | 37.81% | 99.19% | - |
| Visa (V) | 8.78% | 8.2% | 89.46% | - |
| Mastercard (MA) | 7.65% | 7.75% | 89.46% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 7.15% | 11.55% | 65.57% | - |
| Alphabet (GOOG) | 5.61% | 4.69% | 99.31% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 4.29% | 0% | 82.84% | 5/7/2026 |
| Nu (NU) | 3.73% | 3.98% | 99.08% | - |
 Disney (DIS) | 3.03% | 0% | 47.96% | 5/13/2024 |
 Walmart (WMT) | 2.7% | 2.81% | 79.27% | - |
 iShares Core International Aggregate Bond ETF (IAGG) | 2.26% | 0% | 59.64% | 5/7/2026 |
 Microsoft (MSFT) | 2.24% | 3.1% | 56.19% | - |
 Southwest (LUV) | 2.16% | 0% | 20.03% | 1/6/2023 |
 Etsy (ETSY) | 1.47% | 0% | 47.96% | 5/13/2024 |
 Salesforce (CRM) | 1.37% | 0% | 49.51% | 10/21/2026 |
 ASML (ASML) | 1.22% | 2.73% | 36.85% | - |
 Freeport-McMoRan (FCX) | 0.96% | 0% | 36.27% | 2/16/2024 |
 Nano Dimension (NNDM) | 0.93% | 0% | 47.96% | 5/13/2024 |
 McDonald's (MCD) | 0.73% | 0% | 15.54% | 3/26/2025 |
 Lockheed Martin (LMT) | 0.45% | 0% | 35.46% | 2/16/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.43% | 0% | 38.98% | 12/8/2023 |
 Twitter (TWTR) | 0.16% | 0% | 6.56% | 4/25/2022 |
 ARK Innovation ETF (ARKK) | 0.15% | 0% | 6.79% | 4/29/2022 |
 Tattooed Chef Inc (TTCFQ) | 0.09% | 0% | 13.36% | 11/16/2022 |
 Cardano (ADA) | 0.07% | 0% | 7.08% | 5/4/2022 |
 Fintech Acquisition Corp. V (FTCV) | 0.04% | 0% | 3.11% | 2/23/2022 |
 Nio (NIO) | 0.03% | 0% | 1.21% | 1/21/2022 |
 Space Exploration Technologies Corp (SPCX) | 0.02% | 2.15% | 0.86% | - |
 AMC (AMC) | 0% | 0% | 1.15% | 6/4/2024 |
 Terra Classic (LUNC) | 0% | 0% | 0.12% | 7/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 19.83% | 32.23% |
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 21.15% | 14.29% |
| Visa (V) | 8.54% | 8.26% |
| Mastercard (MA) | 7.49% | 7.85% |
| Alphabet (GOOG) | 3.11% | 5.03% |
| Nu (NU) | 3.71% | 4.78% |
| ASML (ASML) | 3.28% | 3.13% |
| Microsoft (MSFT) | 3.67% | 2.96% |
| Walmart (WMT) | 1.99% | 2.66% |
| Salesforce (CRM) | 3.31% | 2.63% |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 1.06% | 0.7% |
| iShares Core International Aggregate Bond ETF (IAGG) | 0.77% | 0.51% |
Cash & Instruments Over Time
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