Portfolio Diversification
Range
Most Diversified
36 instruments
March 8, 2023
Least Diversified
0 instruments
January 1, 2022
Average
21.3 instruments
Most Consistent Holdings
Top 5
MSFT70.35%
BRK.B70.35%
PEP70.27%
GOOG69.86%
META69.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 5.75% | 8.38% | 31.61% | - |
| Alphabet (GOOG) | 4.15% | 7.46% | 69.86% | - |
| Meta (META) | 4.06% | 5.26% | 69.86% | - |
 Amazon (AMZN) | 3.86% | 5.33% | 69.45% | - |
 Ethereum (ETH) | 3.72% | 0% | 22.85% | 9/27/2024 |
| Microsoft (MSFT) | 3.71% | 4.53% | 70.35% | - |
| Berkshire Hathaway (BRK.B) | 3.64% | 7.14% | 70.35% | - |
 Dogecoin (DOGE) | 2.8% | 0% | 15.56% | 1/28/2023 |
 Apple (AAPL) | 2.51% | 0% | 50.7% | 10/15/2024 |
 Shiba (in millions) (SHIBxM) | 2.5% | 0% | 15.97% | 2/4/2023 |
 Chevron (CVX) | 2.45% | 3.09% | 69.7% | - |
 Adyen (ADYEN.NV) | 2.41% | 2.4% | 69.53% | - |
 ASML (ASML.NV) | 2.24% | 2.58% | 64.86% | - |
 Cardano (ADA) | 2.23% | 0.57% | 27.6% | - |
 Airbus (AIR.PA) | 1.62% | 3.56% | 69.53% | - |
 American Express (AXP) | 1.58% | 2.08% | 67.98% | - |
 Tesla (TSLA) | 1.56% | 0% | 48.32% | 11/8/2024 |
| PepsiCo (PEP) | 1.55% | 2.64% | 70.27% | - |
 Coca-Cola (KO) | 1.53% | 3.02% | 69.21% | - |
 BAE Systems (BA.L) | 1.53% | 2.03% | 68.8% | - |
 Rheinmetall (RHM.DE) | 1.51% | 3.32% | 69.12% | - |
 Coinbase (COIN) | 1.46% | 0% | 47.75% | 10/14/2024 |
 Leonardo (LDO.MI) | 1.36% | 2.86% | 63.06% | - |
 Lockheed Martin (LMT) | 1.34% | 2.63% | 69.21% | - |
 LVMH (MC.PA) | 1.29% | 0% | 46.11% | 11/13/2024 |
 Givaudan (GIVN.ZU) | 1.19% | 0% | 32.76% | 4/11/2024 |
 Netflix (NFLX) | 1.09% | 0% | 49.14% | 12/4/2024 |
 GigaCloud (GCT) | 0.94% | 2.49% | 41.85% | - |
 Reddit Inc (RDDT) | 0.8% | 2.86% | 34.89% | - |
 First Solar (FSLR) | 0.75% | 2% | 40.87% | - |
 Azimut (AZM.MI) | 0.75% | 2.41% | 31.29% | - |
 PDD Holdings (PDD) | 0.71% | 2.59% | 35.71% | - |
 Nestle (NESN.ZU) | 0.69% | 0% | 23.26% | 11/7/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.66% | 0% | 2.54% | 3/6/2023 |
 Terra Classic (LUNC) | 0.61% | 0% | 5.16% | 7/20/2022 |
 Boeing (BA) | 0.6% | 0% | 31.37% | 2/13/2024 |
 Northrop Grumman (NOC) | 0.57% | 0% | 30.22% | 1/31/2024 |
 Nike (NKE) | 0.48% | 0% | 23.75% | 1/2/2024 |
 Maire Tecnimont (MAIRE.MI) | 0.45% | 2.69% | 19.33% | - |
 General Dynamics (GD) | 0.43% | 2.55% | 19.74% | - |
 Stryker (SYK) | 0.4% | 0% | 21.46% | 11/29/2023 |
 Raytheon (RTX) | 0.39% | 0% | 27.11% | 1/2/2024 |
 PayPal (PYPL) | 0.37% | 0% | 19.41% | 7/2/2024 |
 Mastercard (MA) | 0.37% | 0% | 23.34% | 11/7/2023 |
 NVIDIA (NVDA) | 0.35% | 3.56% | 19.16% | - |
 Johnson & Johnson (JNJ) | 0.35% | 0% | 18.1% | 10/9/2023 |
 Visa (V) | 0.34% | 0% | 22.19% | 11/7/2023 |
 Bank of America (BAC) | 0.34% | 0% | 17.69% | 10/10/2023 |
 KBR (KBR) | 0.32% | 0% | 16.46% | 7/29/2024 |
 Renasant (RNST) | 0.29% | 1.23% | 16.71% | - |
 Ecolab (ECL) | 0.27% | 0% | 17.36% | 10/10/2023 |
 JPMorgan (JPM) | 0.18% | 0% | 10.16% | 6/9/2023 |
 Ardelyx (ARDX) | 0.18% | 0% | 9.91% | 5/16/2025 |
 First Busey (BUSE) | 0.16% | 0% | 9.99% | 5/13/2025 |
 Shoals (SHLS) | 0.15% | 0% | 7.86% | 3/25/2024 |
 Similarweb (SMWB) | 0.14% | 0% | 7.45% | 5/15/2025 |
 Coastal Financial (CCB) | 0.12% | 0% | 6.22% | 4/30/2024 |
 Alibaba (BABA) | 0.08% | 0% | 4.42% | 1/2/2024 |
 Safran (SAF.PA) | 0.07% | 0% | 7.62% | 5/9/2023 |
 Official Trump (Experimental) (TRUMP) | 0.04% | 0.22% | 11.06% | - |
 Supermicro (SMCI) | 0.04% | 1.89% | 1.88% | - |
 eToro Group LTD (ETOR) | 0.03% | 1.62% | 1.88% | - |
 Solana (SOL) | 0.01% | 0% | 0.66% | 8/23/2024 |
 Barry Callebaut (BARN.ZU) | 0.01% | 0% | 0.49% | 11/13/2023 |
 Lantheus (LNTH) | 0.01% | 0% | 0.41% | 11/11/2024 |
 CoreWeave Inc (CRWV) | 0% | 1.59% | 0.25% | - |
 Palantir (PLTR) | 0% | 1.05% | 0.16% | - |
 Fluence (FLNC) | 0% | 0% | 0.08% | 11/27/2024 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0.57% | 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% |