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Portfolio Diversification
Range
Most Diversified
15 instruments
April 5, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9 instruments
Most Consistent Holdings
Top 5
FSLR68.47%
MRK67.79%
TTE63.6%
WDAY49.26%
ADBE47.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| First Solar (FSLR) | 8.43% | 0% | 68.47% | 10/15/2025 |
| Merck (MRK) | 5.25% | 6.13% | 67.79% | - |
 Alibaba (BABA) | 5.23% | 0% | 32.48% | 9/11/2025 |
 Adidas (ADS.DE) | 4.28% | 29.01% | 19.35% | - |
 Amazon (AMZN) | 4.1% | 0% | 26.79% | 11/1/2024 |
 Procter & Gamble (PG) | 3.86% | 14.83% | 30.99% | - |
 Alphabet (GOOGL) | 3.63% | 0% | 28.96% | 12/11/2024 |
| Workday (WDAY) | 3.48% | 5.69% | 49.26% | - |
 GE (GE) | 3.27% | 0% | 23% | 1/21/2025 |
| Adobe (ADBE) | 3.1% | 7.64% | 47.9% | - |
 Microsoft (MSFT) | 2.89% | 0% | 23.41% | 5/1/2025 |
 Klaviyo (KVYO) | 2.84% | 4.6% | 44.52% | - |
 Apollo (APO) | 2.77% | 0% | 41% | 11/24/2025 |
 Duke Energy (DUK) | 2.75% | 0% | 13.94% | 4/24/2024 |
 Lululemon (LULU) | 2.56% | 13.87% | 15.7% | - |
 Abbott (ABT) | 2.45% | 0% | 23.95% | 9/30/2024 |
 AstraZeneca (AZN) | 2.37% | 0% | 19.49% | 3/5/2025 |
 Nike (NKE) | 2.32% | 0% | 20.16% | 1/5/2026 |
 Apple (AAPL) | 2% | 0% | 31.66% | 10/1/2025 |
 NVIDIA (NVDA) | 1.98% | 0% | 14.88% | 5/1/2025 |
 Pfizer (PFE) | 1.9% | 0% | 16.64% | 5/15/2024 |
| TotalEnergies (TTE) | 1.75% | 2.17% | 63.6% | - |
 Home Depot (HD) | 1.65% | 0% | 14.34% | 7/17/2024 |
 UnitedHealth (UNH) | 1.45% | 0% | 11.77% | 8/14/2025 |
 Dell (DELL) | 1.4% | 0% | 17.59% | 6/20/2025 |
 eToro Group LTD (ETOR) | 1.33% | 7.18% | 19.35% | - |
 iShares MSCI EAFE ETF (EFA) | 1.13% | 0% | 8.12% | 9/24/2024 |
 Honeywell (HON) | 1.11% | 0% | 5.14% | 3/21/2024 |
 TSMC (TSM) | 1.01% | 0% | 9.88% | 5/2/2025 |
 LVMH (MC.PA) | 0.91% | 0% | 9.61% | 9/16/2025 |
 Bitcoin (BTC) | 0.85% | 0% | 12.45% | 5/8/2025 |
 Crowdstrike (CRWD) | 0.84% | 0% | 5.28% | 9/19/2024 |
 Goldman Sachs (GS) | 0.7% | 0% | 4.33% | 8/23/2024 |
 Tesla (TSLA) | 0.65% | 0% | 42.35% | 9/15/2025 |
 GE Vernova (GEV) | 0.5% | 0% | 4.33% | 2/20/2025 |
 Ethereum (ETH) | 0.39% | 8.83% | 5.55% | - |
 McDonald's (MCD) | 0.29% | 0% | 1.49% | 7/29/2024 |
 VICI Properties (VICI) | 0.23% | 0% | 1.35% | 7/11/2024 |
 Toyota (TM) | 0.22% | 0% | 2.17% | 7/23/2025 |
 ExxonMobil (XOM) | 0.2% | 0% | 1.76% | 9/17/2024 |
 Siemens (SIE.DE) | 0.09% | 0% | 0.54% | 12/17/2024 |
 Intel (INTC) | 0.05% | 0% | 0.27% | 3/6/2024 |
 JPMorgan (JPM) | 0.05% | 0% | 0.27% | 1/12/2024 |
 3M (MMM) | 0.05% | 0% | 0.27% | 3/8/2024 |
 ARM (ARM) | 0.03% | 0% | 0.27% | 2/13/2025 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 0.14% | 2/29/2024 |
 Insulet (PODD) | 0.01% | 0% | 0.14% | 8/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Adidas (ADS.DE) | 25.22% | 25.41% |
| Procter & Gamble (PG) | 13.32% | 13.37% |
| Nike (NKE) | 9% | 10.71% |
| Ethereum (ETH) | 9% | 9.92% |
| Adobe (ADBE) | 9.18% | 8.49% |
| eToro Group LTD (ETOR) | 8.38% | 7.56% |
| Workday (WDAY) | 7.2% | 6.16% |
| Klaviyo (KVYO) | 6.79% | 5.71% |
| Merck (MRK) | 5.4% | 5.46% |
| TotalEnergies (TTE) | 1.85% | 1.95% |
Cash & Instruments Over Time
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