Portfolio Diversification
Range
Most Diversified
20 instruments
September 22, 2024
Least Diversified
10 instruments
September 27, 2024
Average
16.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
MCD100%
BRK.B100%
LMT100%
MET100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Build and Build (BNB) | 26.94% | 20.03% | 100% | - |
 Bitcoin (BTC) | 13.06% | 13.15% | 100% | - |
 AI-Revolution | 6.8% | 19.26% | 30.73% | - |
| Apple (AAPL) | 6.69% | 3.28% | 100% | - |
| Berkshire Hathaway (BRK.B) | 5.98% | 3.49% | 100% | - |
 CyberArk (CYBR) | 5.67% | 4.77% | 100% | - |
| McDonald's (MCD) | 5.1% | 2.4% | 100% | - |
| Lockheed Martin (LMT) | 4.23% | 1.96% | 100% | - |
 Boeing (BA) | 3.8% | 3.52% | 80% | - |
| MetLife (MET) | 3.65% | 1.96% | 100% | - |
 Caterpillar (CAT) | 2.89% | 7.87% | 29.72% | - |
 Ping An (2318.HK) | 2.39% | 0% | 69.83% | 9/26/2024 |
 Reckitt (RKT.L) | 2.38% | 0% | 69.72% | 9/25/2024 |
 Disney (DIS) | 1.88% | 0% | 69.72% | 9/25/2024 |
 GameStop (GME) | 1.63% | 0% | 69.72% | 9/25/2024 |
 NVIDIA (NVDA) | 1.55% | 2.42% | 50.73% | - |
 Ethereum (ETH) | 1.02% | 0% | 69.72% | 9/25/2024 |
 3M (MMM) | 1% | 0% | 29.94% | 10/2/2023 |
 Bitcoin Cash (BCH) | 0.8% | 0% | 69.72% | 9/25/2024 |
 CyberSecurity | 0.7% | 15.83% | 4.47% | - |
 ZCASH (ZEC) | 0.4% | 0% | 69.72% | 9/25/2024 |
 Dash (DASH) | 0.31% | 0% | 69.72% | 9/25/2024 |
 Dogecoin (DOGE) | 0.3% | 0% | 69.72% | 9/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Build and Build (BNB) | 2.71% | 27.71% |
| AI-Revolution | 42.28% | 22.3% |
| Bitcoin (BTC) | 4.3% | 14.72% |
| Caterpillar (CAT) | 21.54% | 9.84% |
| Apple (AAPL) | 4.7% | 5.15% |
| CyberArk (CYBR) | 3.91% | 5.07% |
| Berkshire Hathaway (BRK.B) | 3.91% | 4.11% |
| McDonald's (MCD) | 4.3% | 3.03% |
| NVIDIA (NVDA) | 4.07% | 2.85% |
| MetLife (MET) | 4.15% | 2.55% |
| Lockheed Martin (LMT) | 3.91% | 2.55% |