Portfolio Diversification
Range
Most Diversified
109 instruments
June 7, 2025
Least Diversified
0 instruments
February 2, 2025
Average
78 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
MSFT99.89%
AMZN99.89%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.52% | 4.99% | 99.89% | - |
 Boston Scientific (BSX.US) | 2.07% | 1.88% | 99.89% | - |
 Netflix (NFLX) | 2.03% | 2.25% | 99.89% | - |
| Meta (META) | 1.96% | 2.12% | 99.89% | - |
 TSMC (TSM) | 1.96% | 1.42% | 99.89% | - |
| Microsoft (MSFT) | 1.91% | 1.61% | 99.89% | - |
| Apple (AAPL) | 1.89% | 1.34% | 99.89% | - |
 Berkshire Hathaway (BRK.B) | 1.82% | 1.07% | 99.89% | - |
 Airbus (AIR.PA) | 1.8% | 1.47% | 99.89% | - |
 Mastercard (MA) | 1.74% | 1.03% | 99.89% | - |
 Deere (DE) | 1.72% | 0.95% | 99.89% | - |
 United Airlines (UAL) | 1.71% | 1.21% | 99.89% | - |
 AbbVie (ABBV) | 1.71% | 1.27% | 99.89% | - |
 AMD (AMD) | 1.64% | 1.3% | 99.89% | - |
 McDonald's (MCD) | 1.61% | 1.19% | 99.89% | - |
 Procter & Gamble (PG) | 1.58% | 1.16% | 99.89% | - |
 Omega Healthcare (OHI) | 1.57% | 1.2% | 99.89% | - |
 NextEra (NEE) | 1.57% | 1.24% | 99.89% | - |
 Genuine Parts (GPC) | 1.54% | 1.01% | 99.89% | - |
 Coca-Cola (KO) | 1.54% | 1.17% | 99.89% | - |
 PepsiCo (PEP) | 1.53% | 0.86% | 99.89% | - |
 Colgate (CL) | 1.52% | 1.15% | 99.89% | - |
 Emerson (EMR) | 1.52% | 1.36% | 99.89% | - |
 VICI Properties (VICI) | 1.48% | 1.09% | 99.89% | - |
 Starbucks (SBUX) | 1.46% | 0.57% | 99.89% | - |
 Dover (DOV) | 1.44% | 0.75% | 99.89% | - |
 Visa (V) | 1.42% | 1% | 99.89% | - |
 Pinterest (PINS) | 1.41% | 0.78% | 99.89% | - |
 American Homes 4 Rent (AMH) | 1.41% | 1.07% | 99.89% | - |
 Johnson & Johnson (JNJ) | 1.37% | 1.02% | 99.89% | - |
 Airbnb (ABNB) | 1.35% | 0.72% | 99.89% | - |
| Alphabet (GOOG) | 1.32% | 1.28% | 99.89% | - |
 Boeing (BA) | 1.31% | 1.27% | 99.89% | - |
 EA (EA) | 1.25% | 0.71% | 99.89% | - |
| Amazon (AMZN) | 1.24% | 1.36% | 99.89% | - |
 FedEx (FDX) | 1.23% | 0.54% | 99.89% | - |
 American Airlines (AAL) | 1.13% | 0.98% | 99.89% | - |
 Tesla (TSLA) | 1.11% | 0.72% | 99.89% | - |
 Continental (CON.DE) | 1.11% | 1.17% | 99.89% | - |
 Southwest (LUV) | 1.09% | 0.51% | 99.89% | - |
 3M (MMM) | 1.08% | 0.61% | 99.89% | - |
 Adobe (ADBE) | 1.03% | 0.94% | 99.89% | - |
 Enphase (ENPH) | 1.01% | 0.13% | 99.89% | - |
 ASML (ASML) | 0.96% | 0.8% | 66.29% | - |
 Disney (DIS) | 0.95% | 0.59% | 99.89% | - |
 Altria (MO) | 0.94% | 1.31% | 73.8% | - |
 Corsair (CRSR) | 0.93% | 0.33% | 99.89% | - |
 ZIM (ZIM) | 0.86% | 1.14% | 49.66% | - |
 Realty Income (O) | 0.85% | 1.06% | 73.8% | - |
 IBM (IBM) | 0.84% | 1.28% | 73.8% | - |
 PayPal (PYPL) | 0.83% | 0.39% | 99.89% | - |
 Bank of America (BAC) | 0.8% | 0.87% | 73.8% | - |
 Verizon (VZ) | 0.8% | 1.21% | 73.8% | - |
 Volkswagen (VOW3.DE) | 0.8% | 0.79% | 73.8% | - |
 Take-Two (TTWO) | 0.75% | 0.98% | 64.69% | - |
 BlackRock (BLK) | 0.75% | 0.82% | 73.8% | - |
 BAT (BATS.L) | 0.73% | 1.37% | 64.58% | - |
 NN Group (NN.NV) | 0.69% | 1.5% | 57.52% | - |
 Petrobras (PBR) | 0.67% | 0.84% | 64.69% | - |
 IMAX (IMAX) | 0.6% | 1.1% | 55.92% | - |
 Ford (F) | 0.59% | 0.55% | 73.8% | - |
 Match Group (MTCH) | 0.58% | 0.28% | 99.89% | - |
 Vale (VALE) | 0.58% | 0.86% | 64.69% | - |
 Chewy (CHWY) | 0.58% | 1.39% | 55.92% | - |
 Activision Blizzard, Inc. (ATVI) | 0.53% | 0% | 32% | 10/16/2023 |
 Walgreens (WBA) | 0.53% | 0.27% | 73.8% | - |
 DoorDash (DASH.US) | 0.51% | 1.22% | 43.96% | - |
 Primo Water (PRMB) | 0.5% | 1.33% | 43.96% | - |
 Lowe's (LOW) | 0.5% | 1.05% | 55.92% | - |
 Duke Energy (DUK) | 0.5% | 1.13% | 55.92% | - |
 Union Pacific (UNP) | 0.46% | 0.59% | 55.92% | - |
 Anheuser-Busch (BUD) | 0.45% | 0.72% | 55.92% | - |
 Target (TGT) | 0.45% | 0.88% | 55.92% | - |
 American Water (AWK) | 0.45% | 0.68% | 55.92% | - |
 AT&T (T) | 0.44% | 1.39% | 43.96% | - |
 L3Harris (LHX) | 0.44% | 0.7% | 55.92% | - |
 Eli Lilly (LLY) | 0.43% | 0.64% | 43.96% | - |
 General Mills (GIS) | 0.43% | 0.52% | 55.92% | - |
 Xcel Energy (XEL) | 0.42% | 0.78% | 43.96% | - |
 Heico (HEI) | 0.42% | 0.89% | 43.96% | - |
 Raytheon (RTX) | 0.42% | 0.84% | 43.96% | - |
 Ardmore Shipping (ASC) | 0.41% | 0.35% | 55.92% | - |
 JPMorgan (JPM) | 0.41% | 0.82% | 43.96% | - |
 MercadoLibre (MELI) | 0.4% | 0.91% | 42.37% | - |
 Dynatrace (DT) | 0.4% | 0.76% | 42.37% | - |
 Medifast (MED.US) | 0.39% | 0.09% | 73.8% | - |
 Legend Biotech (LEGN) | 0.38% | 0.41% | 55.92% | - |
 Booking (BKNG) | 0.38% | 0.9% | 43.96% | - |
 Plug Power (PLUG) | 0.38% | 0.02% | 99.89% | - |
 Comcast (CMCSA) | 0.37% | 0.49% | 55.92% | - |
 Tyson Foods (TSN) | 0.37% | 0.59% | 43.96% | - |
 Nio (NIO) | 0.35% | 0.11% | 99.89% | - |
 Danaos (DAC) | 0.35% | 0.63% | 43.96% | - |
 Ryanair (RYAAY) | 0.35% | 0.68% | 44.76% | - |
 Global Ship Lease (GSL) | 0.34% | 0.63% | 43.96% | - |
 Nike (NKE) | 0.34% | 1.16% | 37.47% | - |
 Symbotic (SYM) | 0.32% | 0.48% | 55.92% | - |
 Xylem (XYL) | 0.3% | 0.57% | 43.96% | - |
 Monster Beverage (MNST) | 0.13% | 0.82% | 15.15% | - |
 Intuitive Surgical (ISRG) | 0.11% | 0.43% | 21.18% | - |
 Akamai (AKAM) | 0.1% | 0.33% | 21.18% | - |
 Uber (UBER) | 0.09% | 0.52% | 15.15% | - |
 Dell (DELL) | 0.08% | 1.23% | 6.83% | - |
 Equifax (EFX) | 0.07% | 0.42% | 15.15% | - |
 Capital One (COF) | 0.07% | 0.41% | 15.15% | - |
 Solventum (SOLV) | 0.05% | 0.08% | 48.75% | - |
 Baidu (BIDU) | 0.05% | 0.67% | 6.83% | - |
 Ferrari (RACE) | 0.02% | 0.25% | 6.83% | - |
 Alibaba (BABA) | 0.01% | 0.21% | 5.13% | - |
 Novo Nordisk (NOVO-B.CO) | 0% | 0.21% | 0.11% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.33% | 5.81% |
| Netflix (NFLX) | 1% | 2.23% |
| ZIM (ZIM) | 1% | 1.92% |
| United Airlines (UAL) | 1% | 1.92% |
| TSMC (TSM) | 1% | 1.88% |
| Meta (META) | 1% | 1.84% |
| Boston Scientific (BSX.US) | 1% | 1.72% |
| Apple (AAPL) | 1% | 1.5% |
| IMAX (IMAX) | 1% | 1.4% |
| Tesla (TSLA) | 1% | 1.36% |
| Berkshire Hathaway (BRK.B) | 1% | 1.35% |
| Chewy (CHWY) | 1% | 1.33% |
| Microsoft (MSFT) | 1% | 1.33% |
| DoorDash (DASH.US) | 1% | 1.29% |
| Mastercard (MA) | 1% | 1.27% |
| Primo Water (PRMB) | 1% | 1.26% |
| Airbus (AIR.PA) | 1% | 1.22% |
| Amazon (AMZN) | 1% | 1.22% |
| Alphabet (GOOG) | 1% | 1.2% |
| Visa (V) | 1% | 1.18% |
| Bank of America (BAC) | 1% | 1.18% |
| BlackRock (BLK) | 1% | 1.17% |
| Emerson (EMR) | 1% | 1.16% |
| IBM (IBM) | 1% | 1.16% |
| Booking (BKNG) | 1% | 1.1% |
| AbbVie (ABBV) | 1% | 1.09% |
| Volkswagen (VOW3.DE) | 1.6% | 1.09% |
| Omega Healthcare (OHI) | 1% | 1.08% |
| Dover (DOV) | 1% | 1.08% |
| AMD (AMD) | 1% | 1.07% |
| Xcel Energy (XEL) | 1% | 1.06% |
| NextEra (NEE) | 1.33% | 1.06% |
| Altria (MO) | 1% | 1.06% |
| Deere (DE) | 1% | 1.06% |
| Take-Two (TTWO) | 1% | 1.06% |
| AT&T (T) | 1% | 1.06% |
| Dynatrace (DT) | 1% | 1.04% |
| Procter & Gamble (PG) | 1% | 1.03% |
| ASML (ASML) | 1% | 1.02% |
| Colgate (CL) | 1% | 1.02% |
| JPMorgan (JPM) | 1% | 1.02% |
| McDonald's (MCD) | 1% | 1% |
| BAT (BATS.L) | 1% | 0.98% |
| Verizon (VZ) | 1% | 0.98% |
| NN Group (NN.NV) | 1% | 0.97% |
| Heico (HEI) | 1% | 0.96% |
| EA (EA) | 1% | 0.96% |
| Raytheon (RTX) | 1% | 0.96% |
| Lowe's (LOW) | 1% | 0.95% |
| American Airlines (AAL) | 1% | 0.95% |
| FedEx (FDX) | 1% | 0.95% |
| Airbnb (ABNB) | 1% | 0.93% |
| Duke Energy (DUK) | 1% | 0.93% |
| Pinterest (PINS) | 1% | 0.91% |
| Eli Lilly (LLY) | 1% | 0.89% |
| Coca-Cola (KO) | 1% | 0.89% |
| American Homes 4 Rent (AMH) | 1% | 0.88% |
| Nike (NKE) | 1% | 0.87% |
| MercadoLibre (MELI) | 1% | 0.86% |
| VICI Properties (VICI) | 1% | 0.84% |
| Tyson Foods (TSN) | 1% | 0.84% |
| American Water (AWK) | 1% | 0.83% |
| General Mills (GIS) | 1% | 0.83% |
| Union Pacific (UNP) | 1% | 0.83% |
| Realty Income (O) | 1% | 0.82% |
| L3Harris (LHX) | 1% | 0.82% |
| Target (TGT) | 1% | 0.82% |
| Danaos (DAC) | 1% | 0.8% |
| Starbucks (SBUX) | 1% | 0.8% |
| Disney (DIS) | 1% | 0.8% |
| PepsiCo (PEP) | 1% | 0.78% |
| Boeing (BA) | 1% | 0.77% |
| Johnson & Johnson (JNJ) | 1% | 0.76% |
| 3M (MMM) | 1% | 0.75% |
| Global Ship Lease (GSL) | 1% | 0.74% |
| Continental (CON.DE) | 1% | 0.74% |
| Comcast (CMCSA) | 1% | 0.73% |
| Ford (F) | 1% | 0.73% |
| Xylem (XYL) | 1% | 0.72% |
| Ryanair (RYAAY) | 1% | 0.72% |
| Petrobras (PBR) | 1% | 0.72% |
| Anheuser-Busch (BUD) | 1% | 0.7% |
| Genuine Parts (GPC) | 1% | 0.7% |
| Southwest (LUV) | 1% | 0.7% |
| Adobe (ADBE) | 1% | 0.65% |
| PayPal (PYPL) | 1% | 0.62% |
| Ardmore Shipping (ASC) | 1% | 0.61% |
| Akamai (AKAM) | 0.67% | 0.56% |
| Intuitive Surgical (ISRG) | 0.67% | 0.55% |
| Symbotic (SYM) | 1% | 0.53% |
| Legend Biotech (LEGN) | 1% | 0.53% |
| Vale (VALE) | 1% | 0.53% |
| Match Group (MTCH) | 1% | 0.4% |
| Corsair (CRSR) | 1% | 0.33% |
| Walgreens (WBA) | 1% | 0.31% |
| Enphase (ENPH) | 1% | 0.29% |
| Medifast (MED.US) | 1% | 0.18% |
| Nio (NIO) | 1% | 0.18% |
| Solventum (SOLV) | 0% | 0.1% |
| Plug Power (PLUG) | 1% | 0.07% |