Portfolio Diversification
Range
Most Diversified
31 instruments
February 28, 2024
Least Diversified
20 instruments
January 2, 2023
Average
27.9 instruments
Most Consistent Holdings
Top 5
AXP100%
PSN.L100%
BTC100%
ETH100%
TSLA98.97%
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) | 6.16% | 6.54% | 100% | - |
 Apple (AAPL) | 6.15% | 0% | 85.88% | 2/3/2025 |
| American Express (AXP) | 5.92% | 5.86% | 100% | - |
 Disney (DIS) | 5.29% | 0% | 97.84% | 5/19/2025 |
 ASML (ASML) | 4.87% | 5.63% | 97.49% | - |
| Persimmon (PSN.L) | 4.36% | 1.94% | 100% | - |
 Amazon (AMZN) | 4.11% | 5.38% | 73.92% | - |
 Alphabet (GOOGL) | 3.63% | 4.9% | 94.87% | - |
| Ethereum (ETH) | 3.47% | 3.21% | 100% | - |
 Coca-Cola (KO) | 3.12% | 0% | 63.9% | 7/24/2024 |
 Tencent (0700.HK) | 2.8% | 3.04% | 93.51% | - |
 NextEra (NEE) | 2.63% | 0% | 67.65% | 8/26/2024 |
 PHP (PHP.L) | 2.6% | 0% | 77.11% | 11/18/2024 |
 Wetherspoon (JDW.L) | 2.51% | 0% | 50.23% | 3/25/2024 |
 Booking (BKNG) | 2.44% | 4.19% | 73.92% | - |
 Capital One (COF) | 2.4% | 2.58% | 84.62% | - |
 Prologis (PLD) | 2.38% | 0% | 38.72% | 12/14/2023 |
 Nu (NU) | 2.03% | 5.33% | 52.73% | - |
 Evolution (EVO.ST) | 1.96% | 3.4% | 60.59% | - |
 Airbnb (ABNB) | 1.94% | 2.35% | 74.37% | - |
 Brookfield (BN.US) | 1.83% | 0% | 62.07% | 7/8/2024 |
| Tesla (TSLA) | 1.78% | 1.62% | 98.97% | - |
 BlackRock (BLK) | 1.69% | 0% | 39.75% | 2/6/2024 |
 Alibaba (BABA) | 1.67% | 4% | 57.4% | - |
 Microsoft (MSFT) | 1.58% | 3.06% | 71.75% | - |
 SoFi (SOFI) | 1.57% | 4.53% | 37.93% | - |
 Enbridge (ENB) | 1.48% | 0% | 51.82% | 4/8/2024 |
 Unilever (ULVR.L) | 1.46% | 0% | 52.85% | 4/17/2024 |
 KLA (KLAC) | 1.37% | 3.65% | 55.58% | - |
 Visa (V) | 1.35% | 2.12% | 55.13% | - |
 LVMH (MC.PA) | 1.28% | 2.5% | 44.08% | - |
 PepsiCo (PEP) | 1.17% | 0% | 22.1% | 7/17/2023 |
 Celsius (CELH) | 1.15% | 4.86% | 34.74% | - |
 Severn Trent (SVT.L) | 1.11% | 0% | 43.28% | 1/23/2024 |
 Paycom (PAYC) | 0.95% | 3.23% | 31.44% | - |
 Intuit (INTU) | 0.9% | 0% | 57.4% | 2/3/2025 |
 National Grid (NG.L) | 0.89% | 0% | 48.63% | 3/11/2024 |
 Mondelez (MDLZ) | 0.7% | 0% | 25.63% | 8/17/2023 |
 Novo-Nordisk (NVO) | 0.7% | 4.24% | 16.51% | - |
 Hims & Hers (HIMS) | 0.69% | 5.5% | 21.3% | - |
 Cardano (ADA) | 0.67% | 0% | 89.98% | 3/11/2025 |
 Starbucks (SBUX) | 0.48% | 0% | 20.16% | 10/3/2024 |
 Cosmos (ATOM) | 0.44% | 0.14% | 94.87% | - |
 Autodesk (ADSK) | 0.41% | 0.83% | 41% | - |
 PDD Holdings (PDD) | 0.26% | 1.35% | 17.77% | - |
 Berkshire Hathaway (BRK.B) | 0.13% | 0% | 3.99% | 8/22/2023 |
 TSMC (TSM) | 0.07% | 0% | 1.48% | 1/23/2023 |
 Brookfield (BAM) | 0.06% | 0% | 6.38% | 2/27/2023 |
 OMA (OMAB) | 0% | 1.03% | 0.34% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| American Express (AXP) | 4.68% | 6.22% |
| Amazon (AMZN) | 5.18% | 5.98% |
| Bitcoin (BTC) | 1.79% | 5.8% |
| Alphabet (GOOGL) | 4.77% | 5.25% |
| ASML (ASML) | 6.17% | 5.1% |
| SoFi (SOFI) | 2.42% | 4.7% |
| Nu (NU) | 5.96% | 4.43% |
| Evolution (EVO.ST) | 5.93% | 4.02% |
| Apple (AAPL) | 3.13% | 4.02% |
| Booking (BKNG) | 3.73% | 4.01% |
| LVMH (MC.PA) | 4.92% | 3.79% |
| Disney (DIS) | 3.91% | 3.55% |
| KLA (KLAC) | 4.09% | 3.09% |
| Alibaba (BABA) | 3.39% | 3.07% |
| Celsius (CELH) | 4.31% | 2.78% |
| Tencent (0700.HK) | 2.87% | 2.7% |
| Paycom (PAYC) | 2.61% | 2.69% |
| Ethereum (ETH) | 1.68% | 2.68% |
| Capital One (COF) | 1.79% | 2.51% |
| Persimmon (PSN.L) | 3.28% | 2.48% |
| Tesla (TSLA) | 1.08% | 2.41% |
| Airbnb (ABNB) | 2.94% | 2.37% |
| Visa (V) | 2.08% | 1.95% |
| Microsoft (MSFT) | 1.99% | 1.85% |
| Hims & Hers (HIMS) | 1.77% | 1.21% |
| Intuit (INTU) | 1.23% | 1.12% |
| Autodesk (ADSK) | 0.77% | 0.89% |
| Cardano (ADA) | 0.49% | 0.68% |
| Cosmos (ATOM) | 0.59% | 0.22% |