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Portfolio Diversification
Range
Most Diversified
16 instruments
July 20, 2024
Least Diversified
0 instruments
April 26, 2023
Average
13.4 instruments
Most Consistent Holdings
Top 5
AAPL98.6%
GOOG98.6%
AMZN98.6%
TSLA98.6%
MSFT98.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 26, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 10.8% | 9.61% | 98.6% | - |
| Alphabet (GOOG) | 10.79% | 10.43% | 98.6% | - |
 NVIDIA (NVDA) | 9.83% | 7.7% | 97.81% | - |
| Microsoft (MSFT) | 8.96% | 5.61% | 98.42% | - |
| Tesla (TSLA) | 6.17% | 5.7% | 98.6% | - |
 AMD (AMD) | 5.89% | 10.59% | 97.63% | - |
| Apple (AAPL) | 5.75% | 5.71% | 98.6% | - |
 Meta (META) | 5.33% | 5.29% | 85.8% | - |
 Netflix (NFLX) | 4.92% | 4.95% | 85.54% | - |
 JPMorgan (JPM) | 4.38% | 6.68% | 85.8% | - |
 GE (GE) | 4.02% | 8.16% | 60.12% | - |
 Walmart (WMT) | 3.8% | 7.17% | 60.04% | - |
 Mastercard (MA) | 3.11% | 3.28% | 85.8% | - |
 Costco (COST) | 3% | 4.05% | 59.86% | - |
 Visa (V) | 2.7% | 3.57% | 67.31% | - |
 Colgate (CL) | 1.77% | 1.38% | 59.95% | - |
 Airbnb (ABNB) | 0.05% | 0% | 1.75% | 5/23/2023 |
 PayPal (PYPL) | 0.03% | 0% | 0.61% | 5/10/2023 |
 Shopify (SHOP) | 0.01% | 0% | 0.18% | 5/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.03% | 12.16% |
| NVIDIA (NVDA) | 5.42% | 9.47% |
| Amazon (AMZN) | 8.13% | 8.79% |
| GE (GE) | 6.12% | 7.26% |
| Microsoft (MSFT) | 7.92% | 6.69% |
| JPMorgan (JPM) | 6.92% | 6.63% |
| Tesla (TSLA) | 4.91% | 6.62% |
| Walmart (WMT) | 6.92% | 6.51% |
| Meta (META) | 6.79% | 6.21% |
| Netflix (NFLX) | 5.91% | 5.59% |
| Apple (AAPL) | 5.93% | 5.16% |
| AMD (AMD) | 4.91% | 4.1% |
| Visa (V) | 4.94% | 3.8% |
| Mastercard (MA) | 4.96% | 3.75% |
| Costco (COST) | 5.6% | 3.51% |
| Colgate (CL) | 2.41% | 1.19% |
Cash & Instruments Over Time
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