Holdings over time
(Since October 13, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 44.26% | 40.92% | 99.47% | - |
 Vanguard S&P 500 ETF (VOO) | 39.6% | 42.27% | 99.47% | - |
 Alibaba (BABA) | 4% | 2.75% | 91.98% | - |
 Amazon (AMZN) | 2.59% | 0.98% | 96.26% | - |
 Tesla (TSLA) | 2.51% | 0% | 65.24% | 6/14/2024 |
 Shell (SHEL) | 1.48% | 1.76% | 57.22% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.65% | 3.07% | 34.22% | - |
 Chevron (CVX) | 0.63% | 0% | 34.22% | 10/21/2024 |
 Toyota (TM) | 0.55% | 0% | 26.2% | 4/19/2024 |
 Microsoft (MSFT) | 0.44% | 0% | 19.52% | 10/17/2024 |
 Apple (AAPL) | 0.4% | 0% | 14.71% | 4/29/2024 |
 NVIDIA (NVDA) | 0.35% | 0% | 13.37% | 4/26/2024 |
 United States Oil Fund (USO) | 0.24% | 0% | 10.7% | 11/21/2023 |
 Xtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE) | 0.23% | 0% | 8.56% | 6/11/2024 |
 Berkshire Hathaway (BRK.B) | 0.19% | 0% | 10.7% | 5/15/2024 |
 Delta (DAL) | 0.15% | 1% | 16.58% | - |
 Heico (HEI) | 0.15% | 0.95% | 14.44% | - |
 PDD Holdings (PDD) | 0.14% | 0% | 13.37% | 7/26/2024 |
 Vertex (VRTX) | 0.09% | 1.14% | 6.95% | - |
 iShares Short Treasury Bond ETF (SHV) | 0.09% | 0% | 17.38% | 7/12/2024 |
 Cogent (CCOI) | 0.08% | 0% | 10.7% | 6/6/2024 |
 Ulta (ULTA) | 0.07% | 0% | 7.22% | 9/23/2024 |
 Coca-Cola Consolidated (COKE) | 0.07% | 1.43% | 4.55% | - |
 Frontline (FRO) | 0.06% | 0% | 10.7% | 4/23/2024 |
 Coca-Cola (KO) | 0.06% | 0% | 1.34% | 11/20/2023 |
 Lululemon (LULU) | 0.05% | 1.22% | 3.48% | - |
 Meta (META) | 0.04% | 0% | 1.34% | 3/19/2024 |
 Alphabet (GOOG) | 0.03% | 0.86% | 3.48% | - |
 Rheinmetall (RHM.DE) | 0.02% | 0.7% | 3.48% | - |
 Tesco (TSCO.L) | 0.02% | 0% | 1.87% | 8/27/2024 |
 Kosmos Energy (KOS) | 0.01% | 0.95% | 1.34% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.01% | 0% | 1.34% | 7/17/2024 |
 Disney (DIS) | 0% | 0% | 0.27% | 7/12/2024 |
 VanEck Vectors Semiconductor ETF (SMH) | 0% | 0% | 0.27% | 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% |