Holdings over time
(Since October 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 43.68% | 41.41% | 99.31% | - |
 Vanguard S&P 500 ETF (VOO) | 39.91% | 44.16% | 99.31% | - |
 Alibaba (BABA) | 3.78% | 2.04% | 92.86% | - |
 Amazon (AMZN) | 2.37% | 1.06% | 96.54% | - |
 Tesla (TSLA) | 2.16% | 0% | 56.22% | 6/14/2024 |
 Shell (SHEL) | 1.37% | 0% | 55.3% | 11/18/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 1.01% | 3.52% | 43.09% | - |
 Chevron (CVX) | 0.54% | 0% | 29.49% | 10/21/2024 |
 Toyota (TM) | 0.47% | 0% | 22.58% | 4/19/2024 |
 Microsoft (MSFT) | 0.38% | 0% | 16.82% | 10/17/2024 |
 Apple (AAPL) | 0.35% | 0% | 12.67% | 4/29/2024 |
 NVIDIA (NVDA) | 0.3% | 0% | 11.52% | 4/26/2024 |
 Delta (DAL) | 0.29% | 1% | 27.88% | - |
 Heico (HEI) | 0.25% | 0.79% | 26.04% | - |
 Vertex (VRTX) | 0.24% | 0.91% | 19.59% | - |
 Lululemon (LULU) | 0.22% | 1.41% | 16.59% | - |
 United States Oil Fund (USO) | 0.21% | 0% | 9.22% | 11/21/2023 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.2% | 0% | 7.37% | 6/11/2024 |
 Coca-Cola Consolidated (COKE) | 0.19% | 0.32% | 17.51% | - |
 Berkshire Hathaway (BRK.B) | 0.16% | 0% | 9.22% | 5/15/2024 |
 Vanguard Information Technology (VGT) | 0.13% | 1.34% | 7.6% | - |
 PDD Holdings (PDD) | 0.12% | 0% | 11.52% | 7/26/2024 |
 Alphabet (GOOG) | 0.09% | 0% | 10.6% | 11/25/2024 |
 Realty Income (O) | 0.09% | 1.38% | 6.91% | - |
 iShares Short Treasury Bond ETF (SHV) | 0.08% | 0% | 14.98% | 7/12/2024 |
 MercadoLibre (MELI) | 0.07% | 0.64% | 9.91% | - |
 Cogent (CCOI) | 0.07% | 0% | 9.22% | 6/6/2024 |
 Ulta (ULTA) | 0.06% | 0% | 6.22% | 9/23/2024 |
 Kosmos Energy (KOS) | 0.05% | 0% | 6.22% | 11/14/2024 |
 Frontline (FRO) | 0.05% | 0% | 9.22% | 4/23/2024 |
 Coca-Cola (KO) | 0.05% | 0% | 1.15% | 11/20/2023 |
 Rheinmetall (RHM.DE) | 0.05% | 0% | 6.68% | 11/7/2024 |
 iShares Semiconductor ETF (SOXX) | 0.03% | 0% | 2.53% | 12/6/2024 |
 Meta (META) | 0.03% | 0% | 1.15% | 3/19/2024 |
 Delivery Hero (DHER.DE) | 0.02% | 0% | 3.69% | 11/25/2024 |
 Tesco (TSCO.L) | 0.01% | 0% | 1.61% | 8/27/2024 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.01% | 0% | 1.15% | 7/17/2024 |
 Disney (DIS) | 0% | 0% | 0.23% | 7/12/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0% | 0% | 0.23% | 7/12/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 38.07% | 39.01% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 38.07% | 38.16% |
| Alibaba (BABA) | 7.8% | 7% |
| Tesla (TSLA) | 4.06% | 4.44% |
| Amazon (AMZN) | 4.17% | 4.02% |