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Portfolio Diversification
Range
Most Diversified
20 instruments
January 4, 2024
Least Diversified
0 instruments
April 4, 2026
Average
13.1 instruments
Most Consistent Holdings
Top 5
HTZWW99.76%
NVDA99.76%
ORGN99.76%
MSFT99.76%
HTZ99.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 32.61% | 34.58% | 99.76% | - |
| Microsoft (MSFT) | 8% | 7.41% | 99.76% | - |
 Nu (NU) | 7.42% | 0% | 49.05% | 2/18/2025 |
 Apple (AAPL) | 4.31% | 0% | 59.05% | 10/10/2025 |
 JPMorgan (JPM) | 3.8% | 9.15% | 71.19% | - |
 Tesla (TSLA) | 2.98% | 5.09% | 46.55% | - |
 Berkshire Hathaway (BRK.B) | 2.95% | 0% | 30.24% | 7/30/2025 |
 Bitcoin (BTC) | 2.8% | 15.01% | 28.33% | - |
 Capital One (COF) | 2.37% | 0% | 25.71% | 8/5/2024 |
 Novo-Nordisk (NVO) | 1.91% | 0% | 32.38% | 12/20/2024 |
 Disney (DIS) | 1.45% | 0% | 25.71% | 8/5/2024 |
| Hertz (HTZWW) | 1.39% | 1.55% | 99.76% | - |
 Costco (COST) | 1.36% | 0% | 28.81% | 6/20/2025 |
| Hertz (HTZ) | 1.31% | 1.95% | 99.76% | - |
 Alphabet (GOOG) | 1.31% | 0% | 27.98% | 8/25/2025 |
 American Express (AXP) | 1.25% | 5.45% | 23.69% | - |
 Chubb (CB) | 1.25% | 0% | 27.26% | 1/3/2025 |
 UnitedHealth (UNH) | 1.23% | 0% | 18.45% | 1/27/2026 |
 Qualcomm (QCOM) | 1.19% | 1.29% | 78.69% | - |
 XRP (XRP) | 1.18% | 4.36% | 29.64% | - |
 Amazon (AMZN) | 0.89% | 0% | 8.57% | 9/13/2024 |
 Nike (NKE) | 0.87% | 0% | 8.45% | 10/9/2025 |
 Palantir (PLTR) | 0.86% | 3.35% | 19.29% | - |
 Meta (META) | 0.71% | 4.12% | 18.33% | - |
 Airbnb (ABNB) | 0.51% | 0% | 16.31% | 5/17/2024 |
 Constellation Brands (STZ) | 0.51% | 0% | 6.55% | 8/26/2025 |
| Origin Materials (ORGN) | 0.49% | 0.05% | 99.76% | - |
 Citi (C) | 0.42% | 0% | 9.88% | 5/7/2024 |
 Ulta (ULTA) | 0.34% | 0% | 7.86% | 10/21/2024 |
 Ventas (VTR) | 0.32% | 0% | 17.86% | 6/3/2024 |
 IQVIA (IQV) | 0.3% | 0% | 10.36% | 8/5/2024 |
 Coinbase (COIN) | 0.29% | 4.45% | 7.86% | - |
 Netflix (NFLX) | 0.2% | 0% | 9.88% | 4/17/2026 |
 HEICO (HEI.A) | 0.14% | 0% | 14.76% | 12/18/2024 |
 Domino's (DPZ) | 0.12% | 0% | 3.93% | 2/2/2024 |
 Netflix (NFLX.RTH) | 0.12% | 0% | 7.5% | 3/2/2026 |
 Dogecoin (DOGE) | 0.07% | 0% | 37.38% | 11/12/2024 |
 Entegris (ENTG) | 0.05% | 0% | 3.1% | 1/26/2024 |
 GEO (GEO) | 0% | 0% | 2.86% | 1/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 14.2% | 33.46% |
| Bitcoin (BTC) | 15.35% | 11.9% |
| American Express (AXP) | 6.15% | 5.73% |
| UnitedHealth (UNH) | 6.15% | 5.7% |
| XRP (XRP) | 8.19% | 5.25% |
| JPMorgan (JPM) | 4.52% | 4.92% |
| Microsoft (MSFT) | 4.12% | 4.08% |
| Meta (META) | 4.1% | 3.8% |
| Netflix (NFLX.RTH) | 2.05% | 1.74% |
| Qualcomm (QCOM) | 2.05% | 1.52% |
| Hertz (HTZ) | 3.28% | 1.31% |
| Hertz (HTZWW) | 5.33% | 1.15% |
| Origin Materials (ORGN) | 1.85% | 0.14% |
Cash & Instruments Over Time
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