Portfolio Diversification
Range
Most Diversified
16 instruments
July 20, 2024
Least Diversified
0 instruments
April 26, 2023
Average
13 instruments
Most Consistent Holdings
Top 5
AAPL99.16%
GOOG99.16%
AMZN99.16%
TSLA99.16%
MSFT98.95%
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) | 11.21% | 8.74% | 99.16% | - |
| Alphabet (GOOG) | 10.82% | 12.46% | 99.16% | - |
 NVIDIA (NVDA) | 10.2% | 9.25% | 98.21% | - |
| Microsoft (MSFT) | 9.6% | 6.68% | 98.95% | - |
| Tesla (TSLA) | 6.23% | 6.69% | 99.16% | - |
 AMD (AMD) | 6.04% | 4.17% | 98% | - |
| Apple (AAPL) | 5.88% | 5.28% | 99.16% | - |
 Meta (META) | 5.25% | 6.33% | 83.79% | - |
 Netflix (NFLX) | 4.88% | 5.97% | 83.68% | - |
 JPMorgan (JPM) | 3.99% | 6.48% | 83.79% | - |
 GE (GE) | 3.35% | 6.68% | 52.95% | - |
 Walmart (WMT) | 3.14% | 6.73% | 52.84% | - |
 Mastercard (MA) | 3.06% | 3.58% | 83.79% | - |
 Costco (COST) | 2.8% | 3.64% | 52.74% | - |
 Visa (V) | 2.53% | 3.59% | 61.58% | - |
 Colgate (CL) | 1.86% | 1.18% | 52.74% | - |
 Airbnb (ABNB) | 0.06% | 0% | 2.11% | 5/23/2023 |
 PayPal (PYPL) | 0.04% | 0% | 0.74% | 5/10/2023 |
 Shopify (SHOP) | 0.01% | 0% | 0.21% | 5/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 8.56% | 10.79% |
| Alphabet (GOOG) | 8.32% | 9.38% |
| NVIDIA (NVDA) | 5.48% | 8.46% |
| Tesla (TSLA) | 5.1% | 7.52% |
| Meta (META) | 7.09% | 7.17% |
| Microsoft (MSFT) | 7.86% | 7.14% |
| Netflix (NFLX) | 5.97% | 6.59% |
| Walmart (WMT) | 6.71% | 6.36% |
| Costco (COST) | 6.84% | 5.59% |
| JPMorgan (JPM) | 5.66% | 5.31% |
| GE (GE) | 6.45% | 5.07% |
| Apple (AAPL) | 5.01% | 4.98% |
| Colgate (CL) | 6.26% | 4.37% |
| Mastercard (MA) | 4.86% | 4.19% |
| Visa (V) | 4.59% | 3.96% |
| AMD (AMD) | 5.21% | 3.09% |