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Portfolio Diversification
Range
Most Diversified
10 instruments
June 23, 2026
Least Diversified
0 instruments
April 4, 2026
Average
7.2 instruments
Most Consistent Holdings
Top 5
NVDA99.45%
KO92.15%
0700.HK90.27%
AMD89.49%
XOM86.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 21.55% | 16.57% | 99.45% | - |
| Coca-Cola (KO) | 19.42% | 21.35% | 92.15% | - |
| Tencent (0700.HK) | 12.79% | 7.99% | 90.27% | - |
| ExxonMobil (XOM) | 11.23% | 10.48% | 86.62% | - |
 Microsoft (MSFT) | 9.07% | 7.85% | 73.01% | - |
 MicroStrategy (MSTR) | 7.26% | 0% | 35.4% | 7/16/2025 |
 ASML (ASML.NV) | 6.88% | 19.59% | 40.93% | - |
 Vanguard ESG International Stock ETF (VSGX) | 2.81% | 0% | 7.3% | 4/9/2024 |
| AMD (AMD) | 2.74% | 5.36% | 89.49% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.72% | 0% | 7.3% | 4/9/2024 |
 McDonald's (MCD) | 1.44% | 5.47% | 44.91% | - |
 Amazon (AMZN) | 1.31% | 5.19% | 53.76% | - |
 Take-Two (TTWO) | 0.01% | 0.22% | 3.76% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 29.29% | 22.69% |
| NVIDIA (NVDA) | 9.67% | 20.13% |
| ASML (ASML.NV) | 16.58% | 16.39% |
| Tencent (0700.HK) | 11.05% | 13.8% |
| Microsoft (MSFT) | 15.44% | 12.46% |
| ExxonMobil (XOM) | 13.81% | 10.49% |
| AMD (AMD) | 2.68% | 2.77% |
| McDonald's (MCD) | 0.7% | 0.5% |
| Amazon (AMZN) | 0.44% | 0.36% |
Cash & Instruments Over Time
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