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Portfolio Diversification
Range
Most Diversified
31 instruments
February 28, 2024
Least Diversified
0 instruments
November 12, 2025
Average
27.9 instruments
Most Consistent Holdings
Top 5
AXP99.44%
BTC99.44%
ETH99.44%
ASML97.67%
GOOGL95.82%
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 |
|---|---|---|---|---|
| American Express (AXP) | 5.81% | 5.38% | 99.44% | - |
| Bitcoin (BTC) | 5.81% | 4.8% | 99.44% | - |
| ASML (ASML) | 5.57% | 9.08% | 97.67% | - |
| Alphabet (GOOGL) | 4.87% | 8.44% | 95.82% | - |
 Amazon (AMZN) | 4.71% | 8.54% | 81.01% | - |
 Apple (AAPL) | 4.34% | 0% | 60.66% | 2/3/2025 |
 Disney (DIS) | 3.73% | 0% | 69.11% | 5/19/2025 |
| Ethereum (ETH) | 3.34% | 1.56% | 99.44% | - |
 Persimmon (PSN.L) | 3.11% | 0% | 72.08% | 6/25/2025 |
 Nu (NU) | 3.09% | 4.69% | 66.05% | - |
 Tencent (0700.HK) | 2.82% | 2.41% | 94.85% | - |
 SoFi (SOFI) | 2.72% | 4.05% | 55.19% | - |
 Booking (BKNG) | 2.67% | 2.76% | 81.01% | - |
 KLA (KLAC) | 2.42% | 7.81% | 68.06% | - |
 Evolution (EVO.ST) | 2.37% | 3.66% | 71.6% | - |
 Capital One (COF) | 2.31% | 1.31% | 88.5% | - |
 Alibaba (BABA) | 2.23% | 1.98% | 69.35% | - |
 Coca-Cola (KO) | 2.21% | 0% | 45.13% | 7/24/2024 |
 Celsius (CELH) | 2.07% | 2.57% | 53.34% | - |
 Microsoft (MSFT) | 2.03% | 3.98% | 79.49% | - |
 Airbnb (ABNB) | 1.92% | 1.99% | 81.34% | - |
 NextEra (NEE) | 1.86% | 0% | 47.79% | 8/26/2024 |
 PHP (PHP.L) | 1.83% | 0% | 54.47% | 11/18/2024 |
 Wetherspoon (JDW.L) | 1.77% | 0% | 35.48% | 3/25/2024 |
 Prologis (PLD) | 1.68% | 0% | 27.35% | 12/14/2023 |
 Visa (V) | 1.5% | 2.2% | 67.74% | - |
 Hims & Hers (HIMS) | 1.42% | 2.28% | 43.85% | - |
 LVMH (MC.PA) | 1.33% | 0% | 47.95% | 1/6/2026 |
 Tesla (TSLA) | 1.33% | 0% | 74.18% | 7/30/2025 |
 Novo-Nordisk (NVO) | 1.3% | 0% | 38.86% | 5/18/2026 |
 Brookfield (BN.US) | 1.3% | 0% | 43.85% | 7/8/2024 |
 Paycom (PAYC) | 1.22% | 1.49% | 51.01% | - |
 BlackRock (BLK) | 1.19% | 0% | 28.08% | 2/6/2024 |
 Enbridge (ENB) | 1.05% | 0% | 36.6% | 4/8/2024 |
 Unilever (ULVR.L) | 1.03% | 0% | 37.33% | 4/17/2024 |
 PepsiCo (PEP) | 0.82% | 0% | 15.61% | 7/17/2023 |
 Severn Trent (SVT.L) | 0.78% | 0% | 30.57% | 1/23/2024 |
 Intuit (INTU) | 0.63% | 0% | 40.55% | 2/3/2025 |
 National Grid (NG.L) | 0.63% | 0% | 34.35% | 3/11/2024 |
 dLocal (DLO) | 0.57% | 1.9% | 27.43% | - |
 PDD Holdings (PDD) | 0.56% | 1.02% | 41.35% | - |
 Mondelez (MDLZ) | 0.5% | 0% | 18.1% | 8/17/2023 |
 Clear (YOU) | 0.49% | 2.96% | 22.2% | - |
 Autodesk (ADSK) | 0.49% | 0.57% | 57.68% | - |
 Cardano (ADA) | 0.47% | 0% | 63.56% | 3/11/2025 |
 OMA (OMAB) | 0.45% | 2.71% | 29.04% | - |
 Starbucks (SBUX) | 0.34% | 0% | 14.24% | 10/3/2024 |
 Cosmos (ATOM) | 0.32% | 0% | 73.53% | 8/27/2025 |
 MercadoLibre Inc (MELI.RTH) | 0.3% | 3.44% | 11.67% | - |
 Fortinet (FTNT) | 0.29% | 2.7% | 22.2% | - |
 Berkshire Hathaway (BRK.B) | 0.09% | 0% | 2.82% | 8/22/2023 |
 TSMC (TSM) | 0.05% | 0% | 1.05% | 1/23/2023 |
 Booking Holdings Inc (BKNG.RTH) | 0.05% | 0.45% | 10.3% | - |
 Brookfield (BAM) | 0.04% | 0% | 4.51% | 2/27/2023 |
 Mastercard (MA) | 0.03% | 0.45% | 7.32% | - |
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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