Portfolio Diversification
Range
Most Diversified
36 instruments
March 8, 2023
Least Diversified
0 instruments
January 1, 2022
Average
20.3 instruments
Most Consistent Holdings
Top 5
MSFT66.97%
BRK.B66.97%
PEP66.88%
GOOG66.42%
META66.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 5.52% | 0% | 23.81% | 2/1/2025 |
 Ethereum (ETH) | 4.14% | 0% | 25.46% | 9/27/2024 |
| Meta (META) | 3.95% | 0% | 66.42% | 2/1/2025 |
| Alphabet (GOOG) | 3.87% | 0% | 66.42% | 2/1/2025 |
 Amazon (AMZN) | 3.7% | 0% | 65.97% | 2/1/2025 |
| Microsoft (MSFT) | 3.58% | 0% | 66.97% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 3.17% | 0% | 66.97% | 2/1/2025 |
 Dogecoin (DOGE) | 3.12% | 0% | 17.34% | 1/28/2023 |
 Apple (AAPL) | 2.8% | 0% | 56.48% | 10/15/2024 |
 Shiba (in millions) (SHIBxM) | 2.78% | 0% | 17.79% | 2/4/2023 |
 Cardano (ADA) | 2.42% | 0% | 21.9% | 3/6/2023 |
 Adyen (ADYEN.NV) | 2.4% | 0% | 66.06% | 2/1/2025 |
 Chevron (CVX) | 2.37% | 0% | 66.24% | 2/1/2025 |
 ASML (ASML.NV) | 2.18% | 0% | 60.86% | 2/1/2025 |
 Tesla (TSLA) | 1.73% | 0% | 53.83% | 11/8/2024 |
 Coinbase (COIN) | 1.62% | 0% | 53.19% | 10/14/2024 |
 American Express (AXP) | 1.56% | 0% | 64.32% | 2/1/2025 |
 Airbus (AIR.PA) | 1.51% | 0% | 66.06% | 2/1/2025 |
 BAE Systems (BA.L) | 1.48% | 0% | 65.24% | 2/1/2025 |
| PepsiCo (PEP) | 1.45% | 0% | 66.88% | 2/1/2025 |
 LVMH (MC.PA) | 1.43% | 0% | 51.37% | 11/13/2024 |
 Coca-Cola (KO) | 1.41% | 0% | 65.69% | 2/1/2025 |
 Rheinmetall (RHM.DE) | 1.34% | 0% | 65.6% | 2/1/2025 |
 Givaudan (GIVN.ZU) | 1.32% | 0% | 36.5% | 4/11/2024 |
 Leonardo (LDO.MI) | 1.32% | 0% | 62.86% | 1/8/2025 |
 Lockheed Martin (LMT) | 1.24% | 0% | 65.69% | 2/1/2025 |
 Netflix (NFLX) | 1.22% | 0% | 54.74% | 12/4/2024 |
 GigaCloud (GCT) | 0.83% | 0% | 35.22% | 2/1/2025 |
 Nestle (NESN.ZU) | 0.77% | 0% | 25.91% | 11/7/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.73% | 0% | 2.83% | 3/6/2023 |
 Terra Classic (LUNC) | 0.68% | 0% | 5.75% | 7/20/2022 |
 Boeing (BA) | 0.67% | 0% | 34.95% | 2/13/2024 |
 Northrop Grumman (NOC) | 0.64% | 0% | 33.67% | 1/31/2024 |
 First Solar (FSLR) | 0.63% | 0% | 34.12% | 2/1/2025 |
 Reddit Inc (RDDT) | 0.6% | 0% | 27.46% | 2/1/2025 |
 PDD Holdings (PDD) | 0.56% | 0% | 28.38% | 2/1/2025 |
 Azimut (AZM.MI) | 0.56% | 0% | 23.45% | 2/1/2025 |
 Nike (NKE) | 0.53% | 0% | 26.46% | 1/2/2024 |
 Stryker (SYK) | 0.44% | 0% | 23.91% | 11/29/2023 |
 Raytheon (RTX) | 0.44% | 0% | 30.2% | 1/2/2024 |
 PayPal (PYPL) | 0.42% | 0% | 21.62% | 7/2/2024 |
 Mastercard (MA) | 0.41% | 0% | 26% | 11/7/2023 |
 Johnson & Johnson (JNJ) | 0.39% | 0% | 20.16% | 10/9/2023 |
 Visa (V) | 0.38% | 0% | 24.73% | 11/7/2023 |
 Bank of America (BAC) | 0.38% | 0% | 19.71% | 10/10/2023 |
 KBR (KBR) | 0.35% | 0% | 18.34% | 7/29/2024 |
 Ecolab (ECL) | 0.3% | 0% | 19.34% | 10/10/2023 |
 Maire Tecnimont (MAIRE.MI) | 0.23% | 0% | 10.13% | 2/1/2025 |
 General Dynamics (GD) | 0.23% | 0% | 10.58% | 2/1/2025 |
 JPMorgan (JPM) | 0.2% | 0% | 11.31% | 6/9/2023 |
 Shoals (SHLS) | 0.17% | 0% | 8.76% | 3/25/2024 |
 Renasant (RNST) | 0.15% | 0% | 7.21% | 2/1/2025 |
 Coastal Financial (CCB) | 0.14% | 0% | 6.93% | 4/30/2024 |
 NVIDIA (NVDA) | 0.12% | 0% | 10.22% | 2/1/2025 |
 Alibaba (BABA) | 0.09% | 0% | 4.93% | 1/2/2024 |
 Safran (SAF.PA) | 0.08% | 0% | 8.49% | 5/9/2023 |
 Ardelyx (ARDX) | 0.04% | 0% | 2.19% | 2/1/2025 |
 First Busey (BUSE) | 0.03% | 0% | 2.01% | 2/1/2025 |
 Solana (SOL) | 0.01% | 0% | 0.73% | 8/23/2024 |
 Barry Callebaut (BARN.ZU) | 0.01% | 0% | 0.55% | 11/13/2023 |
 Lantheus (LNTH) | 0.01% | 0% | 0.46% | 11/11/2024 |
 Official Trump (Experimental) (TRUMP) | 0.01% | 0% | 0.91% | 2/1/2025 |
 Fluence (FLNC) | 0% | 0% | 0.09% | 11/27/2024 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0.64% | 3/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.11% | 6.46% |
| Alphabet (GOOG) | 4.49% | 5.43% |
| Meta (META) | 4.6% | 5.4% |
| Bitcoin (BTC) | 6.09% | 5.33% |
| Microsoft (MSFT) | 5.12% | 5.2% |
| Amazon (AMZN) | 3.84% | 5.13% |
| ASML (ASML.NV) | 3.32% | 2.89% |
| Chevron (CVX) | 3.02% | 2.86% |
| Adyen (ADYEN.NV) | 2.45% | 2.84% |
| Maire Tecnimont (MAIRE.MI) | 2.34% | 2.57% |
| American Express (AXP) | 1.52% | 2.4% |
| General Dynamics (GD) | 2.74% | 2.38% |
| Lockheed Martin (LMT) | 2.47% | 2.32% |
| BAE Systems (BA.L) | 2.58% | 2.29% |
| Renasant (RNST) | 2.4% | 2.27% |
| Rheinmetall (RHM.DE) | 2.43% | 2.27% |
| Leonardo (LDO.MI) | 1.91% | 2.27% |
| Azimut (AZM.MI) | 2.1% | 2.16% |
| Airbus (AIR.PA) | 1.85% | 2.15% |
| GigaCloud (GCT) | 2.35% | 1.94% |
| PepsiCo (PEP) | 2.12% | 1.85% |
| First Solar (FSLR) | 2.47% | 1.77% |
| PDD Holdings (PDD) | 1.99% | 1.76% |
| Reddit Inc (RDDT) | 1.61% | 1.76% |
| Coca-Cola (KO) | 1.86% | 1.74% |