Portfolio Diversification
Range
Most Diversified
64 instruments
November 1, 2022
Least Diversified
54 instruments
January 1, 2022
Average
59.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
BA100%
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 |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 7.9% | 7.39% | 100% | - |
| Meta (META) | 7.43% | 11.11% | 100% | - |
 Visa (V) | 4.06% | 3.98% | 100% | - |
| Alphabet (GOOG) | 3.5% | 3.81% | 100% | - |
 AMD (AMD) | 3.4% | 3.32% | 100% | - |
 Arista (ANET) | 3.34% | 4.81% | 100% | - |
 Volvo (VOLV-A.ST) | 3.21% | 2.62% | 100% | - |
 NVIDIA (NVDA) | 3.2% | 6.16% | 100% | - |
 Carnival (CCL) | 2% | 2.77% | 100% | - |
 First Solar (FSLR) | 1.98% | 1.54% | 100% | - |
 Intel (INTC) | 1.88% | 1.02% | 100% | - |
| Apple (AAPL) | 1.88% | 1.56% | 100% | - |
| Boeing (BA) | 1.83% | 1.6% | 100% | - |
 Tapestry (TPR) | 1.82% | 3.05% | 100% | - |
 Nordstrom (JWN) | 1.76% | 0% | 95.34% | 5/23/2025 |
 Uber (UBER) | 1.75% | 2.26% | 100% | - |
| Microsoft (MSFT) | 1.72% | 1.83% | 100% | - |
 Alibaba (BABA) | 1.71% | 1.58% | 100% | - |
 Foot Locker (FL) | 1.7% | 1.04% | 100% | - |
 Occidental (OXY) | 1.68% | 0.88% | 100% | - |
 Dropbox (DBX) | 1.51% | 1.17% | 100% | - |
 Qualcomm (QCOM) | 1.44% | 1.1% | 100% | - |
 Wynn Resorts (WYNN) | 1.39% | 1.2% | 100% | - |
 Comerica (CMA) | 1.32% | 1.42% | 100% | - |
 AT&T (T) | 1.21% | 1.17% | 100% | - |
 Salesforce (CRM) | 1.18% | 0.98% | 100% | - |
 Palantir (PLTR) | 1.05% | 3.85% | 100% | - |
 PayPal (PYPL) | 1.03% | 0.75% | 100% | - |
 Coca-Cola (KO) | 1.01% | 0.79% | 100% | - |
 Ford (F) | 0.97% | 0.6% | 100% | - |
 Skyworks (SWKS) | 0.95% | 0.48% | 100% | - |
 Citi (C) | 0.9% | 1.31% | 85.39% | - |
 Micron (MU) | 0.88% | 1.08% | 85.39% | - |
 Shell (SHEL) | 0.88% | 0.71% | 100% | - |
 SPDR S&P 500 ETF (SPY) | 0.88% | 0.83% | 100% | - |
 RBI (QSR) | 0.84% | 0.66% | 100% | - |
 Take-Two (TTWO) | 0.79% | 0.87% | 100% | - |
 Corsair (CRSR) | 0.79% | 0.21% | 100% | - |
 Baidu (BIDU) | 0.79% | 0.42% | 100% | - |
 Starbucks (SBUX) | 0.73% | 0.57% | 93.52% | - |
 FirstEnergy (FE) | 0.65% | 0.47% | 100% | - |
 Qifu Technology (QFIN) | 0.58% | 0.82% | 100% | - |
 EA (EA) | 0.58% | 0.47% | 100% | - |
 Adobe (ADBE) | 0.56% | 0.32% | 100% | - |
 Cisco (CSCO) | 0.56% | 0.52% | 100% | - |
 ZIM (ZIM) | 0.56% | 0.31% | 100% | - |
 Kohl's (KSS) | 0.51% | 0% | 89.26% | 3/7/2025 |
 Ballard Power (BLDP) | 0.42% | 0% | 58.14% | 2/5/2024 |
 Celanese (CE) | 0.4% | 0.2% | 77.17% | - |
 Xinyi Solar (0968.HK) | 0.4% | 0.11% | 100% | - |
 Huntington Ingalls (HII) | 0.37% | 0.3% | 100% | - |
 Walgreens (WBA) | 0.36% | 0.15% | 86.89% | - |
 ADM (ADM) | 0.36% | 0.24% | 84.28% | - |
 Disney (DIS) | 0.35% | 0.28% | 100% | - |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.35% | 0.39% | 83.73% | - |
 HP (HPQ) | 0.33% | 0.25% | 81.83% | - |
 Qorvo (QRVO) | 0.31% | 0.2% | 98.58% | - |
 Warner Bros Discovery (WBD) | 0.22% | 0% | 51.82% | 2/26/2024 |
 Beyond Meat (BYND) | 0.21% | 0% | 56.64% | 1/17/2024 |
 Amazon (AMZN) | 0.2% | 0% | 22.91% | 11/1/2022 |
 Nike (NKE) | 0.18% | 0.42% | 37.36% | - |
 Tattooed Chef Inc (TTCFQ) | 0.15% | 0% | 36.41% | 5/2/2023 |
 Co-Diagnostics (CODX) | 0.13% | 0% | 36.33% | 5/1/2023 |
 Nio (NIO) | 0.13% | 0.04% | 100% | - |
 Teladoc (TDOC) | 0.07% | 0% | 59.4% | 2/21/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 5.1% | 10.49% |
| Berkshire Hathaway (BRK.B) | 5.38% | 7.87% |
| Arista (ANET) | 1.42% | 5.41% |
| NVIDIA (NVDA) | 0.42% | 5.21% |
| Alphabet (GOOG) | 2.55% | 4.2% |
| Visa (V) | 3.54% | 4.1% |
| Volvo (VOLV-A.ST) | 2.55% | 2.9% |
| AMD (AMD) | 1.42% | 2.9% |
| Carnival (CCL) | 2.26% | 2.66% |
| Tapestry (TPR) | 0.57% | 2.19% |
| Palantir (PLTR) | 0.99% | 2.16% |
| Apple (AAPL) | 1.13% | 2.1% |
| First Solar (FSLR) | 1.44% | 1.75% |
| Microsoft (MSFT) | 1.42% | 1.72% |
| Nordstrom (JWN) | 2.97% | 1.71% |
| Uber (UBER) | 1.42% | 1.71% |
| Comerica (CMA) | 1.56% | 1.52% |
| Dropbox (DBX) | 1.42% | 1.48% |
| Salesforce (CRM) | 1.42% | 1.41% |
| Boeing (BA) | 2.41% | 1.4% |
| Alibaba (BABA) | 3.26% | 1.27% |
| Qualcomm (QCOM) | 1.77% | 1.24% |
| Occidental (OXY) | 0.42% | 1.13% |
| AT&T (T) | 2.41% | 1.13% |
| Citi (C) | 1.13% | 1.12% |
| Wynn Resorts (WYNN) | 2.12% | 1.1% |
| Foot Locker (FL) | 2.09% | 1.02% |
| Intel (INTC) | 3.4% | 1% |
| PayPal (PYPL) | 2.55% | 0.98% |
| Micron (MU) | 0.85% | 0.9% |
| SPDR S&P 500 ETF (SPY) | 0.71% | 0.88% |
| Qifu Technology (QFIN) | 0.85% | 0.84% |
| Coca-Cola (KO) | 0.85% | 0.8% |
| Take-Two (TTWO) | 1.13% | 0.79% |
| Shell (SHEL) | 0.57% | 0.72% |
| RBI (QSR) | 0.71% | 0.7% |
| Skyworks (SWKS) | 0.99% | 0.67% |
| Starbucks (SBUX) | 0.85% | 0.63% |
| Ford (F) | 0.57% | 0.6% |
| FirstEnergy (FE) | 0.57% | 0.52% |
| EA (EA) | 0.52% | 0.52% |
| Cisco (CSCO) | 0.57% | 0.51% |
| Nike (NKE) | 0.85% | 0.5% |
| ZIM (ZIM) | 1.42% | 0.49% |
| Baidu (BIDU) | 1.27% | 0.45% |
| Adobe (ADBE) | 0.71% | 0.45% |
| SPDR S&P 500 UCITS ETF (SPY5.L) | 0.42% | 0.42% |
| HP (HPQ) | 0.57% | 0.36% |
| Disney (DIS) | 0.42% | 0.29% |
| Celanese (CE) | 0.57% | 0.27% |
| ADM (ADM) | 0.57% | 0.26% |
| Huntington Ingalls (HII) | 0.42% | 0.25% |
| Kohl's (KSS) | 1.1% | 0.25% |
| Qorvo (QRVO) | 0.57% | 0.18% |
| Corsair (CRSR) | 1.42% | 0.17% |
| Walgreens (WBA) | 0.85% | 0.14% |
| Xinyi Solar (0968.HK) | 0.85% | 0.13% |
| Nio (NIO) | 0.57% | 0.04% |