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Portfolio Diversification
Range
Most Diversified
31 instruments
February 28, 2024
Least Diversified
0 instruments
November 12, 2025
Average
27.8 instruments
Most Consistent Holdings
Top 5
AXP99.65%
BTC99.65%
ETH99.65%
ASML97.74%
GOOGL95.75%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 5.93% | 4.14% | 99.65% | - |
| American Express (AXP) | 5.86% | 5.54% | 99.65% | - |
| ASML (ASML) | 5.38% | 7.6% | 97.74% | - |
 Apple (AAPL) | 4.69% | 0% | 65.45% | 2/3/2025 |
| Alphabet (GOOGL) | 4.51% | 9.59% | 95.75% | - |
 Amazon (AMZN) | 4.45% | 7.86% | 79.77% | - |
 Disney (DIS) | 4.03% | 0% | 74.57% | 5/19/2025 |
| Ethereum (ETH) | 3.44% | 2.08% | 99.65% | - |
 Persimmon (PSN.L) | 3.36% | 0% | 77.78% | 6/25/2025 |
 Nu (NU) | 2.92% | 6.07% | 63.63% | - |
 Tencent (0700.HK) | 2.85% | 2.92% | 94.7% | - |
 Booking (BKNG) | 2.67% | 3.22% | 79.77% | - |
 SoFi (SOFI) | 2.62% | 5.07% | 52.08% | - |
 Capital One (COF) | 2.4% | 1.44% | 87.93% | - |
 Coca-Cola (KO) | 2.38% | 0% | 48.7% | 7/24/2024 |
 Evolution (EVO.ST) | 2.31% | 2.9% | 69.62% | - |
 Alibaba (BABA) | 2.24% | 2.28% | 67.19% | - |
 KLA (KLAC) | 2.09% | 5.77% | 65.8% | - |
 NextEra (NEE) | 2.01% | 0% | 51.56% | 8/26/2024 |
 Celsius (CELH) | 1.99% | 4.17% | 49.91% | - |
 PHP (PHP.L) | 1.98% | 0% | 58.77% | 11/18/2024 |
 Airbnb (ABNB) | 1.92% | 2.11% | 80.12% | - |
 Wetherspoon (JDW.L) | 1.91% | 0% | 38.28% | 3/25/2024 |
 Microsoft (MSFT) | 1.89% | 4.14% | 78.13% | - |
 Prologis (PLD) | 1.82% | 0% | 29.51% | 12/14/2023 |
 Visa (V) | 1.45% | 2.28% | 65.45% | - |
 LVMH (MC.PA) | 1.44% | 0% | 51.74% | 1/6/2026 |
 Tesla (TSLA) | 1.43% | 0% | 80.03% | 7/30/2025 |
 Brookfield (BN.US) | 1.4% | 0% | 47.31% | 7/8/2024 |
 Hims & Hers (HIMS) | 1.38% | 1.46% | 39.67% | - |
 BlackRock (BLK) | 1.28% | 0% | 30.3% | 2/6/2024 |
 Novo-Nordisk (NVO) | 1.26% | 2.38% | 36.02% | - |
 Paycom (PAYC) | 1.21% | 1.59% | 47.4% | - |
 Enbridge (ENB) | 1.13% | 0% | 39.5% | 4/8/2024 |
 Unilever (ULVR.L) | 1.11% | 0% | 40.28% | 4/17/2024 |
 PepsiCo (PEP) | 0.89% | 0% | 16.84% | 7/17/2023 |
 Severn Trent (SVT.L) | 0.84% | 0% | 32.99% | 1/23/2024 |
 Intuit (INTU) | 0.68% | 0% | 43.75% | 2/3/2025 |
 National Grid (NG.L) | 0.68% | 0% | 37.07% | 3/11/2024 |
 Mondelez (MDLZ) | 0.54% | 0% | 19.53% | 8/17/2023 |
 PDD Holdings (PDD) | 0.52% | 1.29% | 36.98% | - |
 Cardano (ADA) | 0.51% | 0% | 68.58% | 3/11/2025 |
 Autodesk (ADSK) | 0.48% | 0.69% | 54.69% | - |
 dLocal (DLO) | 0.45% | 2.09% | 21.96% | - |
 Starbucks (SBUX) | 0.37% | 0% | 15.36% | 10/3/2024 |
 Cosmos (ATOM) | 0.35% | 0% | 79.34% | 8/27/2025 |
 OMA (OMAB) | 0.33% | 2.09% | 23.7% | - |
 Clear (YOU) | 0.3% | 2.7% | 16.32% | - |
 Fortinet (FTNT) | 0.17% | 1.66% | 16.32% | - |
 MercadoLibre Inc (MELI.RTH) | 0.11% | 2.89% | 4.95% | - |
 Berkshire Hathaway (BRK.B) | 0.1% | 0% | 3.04% | 8/22/2023 |
 TSMC (TSM) | 0.05% | 0% | 1.13% | 1/23/2023 |
 Brookfield (BAM) | 0.05% | 0% | 4.86% | 2/27/2023 |
 Booking Holdings Inc (BKNG.RTH) | 0.02% | 0.52% | 3.47% | - |
 Mastercard (MA) | 0% | 0.51% | 0.26% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 6.44% | 9.08% |
| ASML (ASML) | 7.76% | 8.16% |
| SoFi (SOFI) | 2.28% | 6.34% |
| Nu (NU) | 6.24% | 6.3% |
| American Express (AXP) | 4.42% | 6.14% |
| Amazon (AMZN) | 5.55% | 5.47% |
| KLA (KLAC) | 3.86% | 4.71% |
| Bitcoin (BTC) | 1.69% | 4.35% |
| Alibaba (BABA) | 3.2% | 4.2% |
| Celsius (CELH) | 4.08% | 4.01% |
| Booking (BKNG) | 3.52% | 3.42% |
| Tencent (0700.HK) | 2.71% | 3.05% |
| Evolution (EVO.ST) | 7.49% | 3.05% |
| LVMH (MC.PA) | 4.65% | 3% |
| Ethereum (ETH) | 2.81% | 2.83% |
| Novo-Nordisk (NVO) | 6.56% | 2.83% |
| Hims & Hers (HIMS) | 3.34% | 2.71% |
| Capital One (COF) | 1.69% | 2.7% |
| Microsoft (MSFT) | 3.13% | 2.7% |
| dLocal (DLO) | 2.58% | 2.3% |
| Airbnb (ABNB) | 2.78% | 1.94% |
| Clear (YOU) | 2.82% | 1.84% |
| Visa (V) | 1.96% | 1.72% |
| Paycom (PAYC) | 2.46% | 1.66% |
| OMA (OMAB) | 1.92% | 1.37% |
| PDD Holdings (PDD) | 1.72% | 1.3% |
| Fortinet (FTNT) | 1.39% | 0.97% |
| Autodesk (ADSK) | 0.72% | 0.71% |
Cash & Instruments Over Time
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