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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
AAPL98.67%
GOOG98.67%
AMZN98.67%
TSLA98.67%
MSFT98.5%
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) | 10.82% | 9.75% | 98.67% | - |
| Alphabet (GOOG) | 10.8% | 10.63% | 98.67% | - |
 NVIDIA (NVDA) | 9.86% | 7.65% | 97.88% | - |
| Microsoft (MSFT) | 9% | 5.99% | 98.5% | - |
| Tesla (TSLA) | 6.18% | 5.58% | 98.67% | - |
 AMD (AMD) | 5.87% | 9.25% | 97.7% | - |
| Apple (AAPL) | 5.76% | 6.06% | 98.67% | - |
 Meta (META) | 5.34% | 5.42% | 85.76% | - |
 Netflix (NFLX) | 4.93% | 5.1% | 85.59% | - |
 JPMorgan (JPM) | 4.36% | 6.69% | 85.76% | - |
 GE (GE) | 3.99% | 8.04% | 59.86% | - |
 Walmart (WMT) | 3.79% | 7.22% | 59.77% | - |
 Mastercard (MA) | 3.11% | 3.36% | 85.76% | - |
 Costco (COST) | 2.99% | 4.11% | 59.59% | - |
 Visa (V) | 2.7% | 3.65% | 67.11% | - |
 Colgate (CL) | 1.77% | 1.39% | 59.68% | - |
 Airbnb (ABNB) | 0.05% | 0% | 1.77% | 5/23/2023 |
 PayPal (PYPL) | 0.03% | 0% | 0.62% | 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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