Portfolio Diversification
Range
Most Diversified
15 instruments
April 5, 2025
Least Diversified
0 instruments
February 2, 2025
Average
7.6 instruments
Most Consistent Holdings
Top 5
FSLR71%
MRK49.35%
GOOGL46.32%
AMZN42.86%
TTE42.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 11, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| First Solar (FSLR) | 11.04% | 8.5% | 71% | - |
| Amazon (AMZN) | 6.56% | 0% | 42.86% | 11/1/2024 |
| Merck (MRK) | 5.84% | 4.92% | 49.35% | - |
| Alphabet (GOOGL) | 5.81% | 0% | 46.32% | 12/11/2024 |
 GE (GE) | 5.22% | 0% | 36.8% | 1/21/2025 |
 Duke Energy (DUK) | 4.4% | 0% | 22.29% | 4/24/2024 |
 Microsoft (MSFT) | 4.38% | 9.25% | 34.85% | - |
 Abbott (ABT) | 3.92% | 0% | 38.31% | 9/30/2024 |
 AstraZeneca (AZN) | 3.8% | 0% | 31.17% | 3/5/2025 |
 Pfizer (PFE) | 3.05% | 0% | 26.62% | 5/15/2024 |
 NVIDIA (NVDA) | 3.02% | 5.8% | 21.21% | - |
 Nike (NKE) | 2.73% | 0% | 22.51% | 2/24/2025 |
 Home Depot (HD) | 2.63% | 0% | 22.94% | 7/17/2024 |
 Alibaba (BABA) | 2.55% | 14.49% | 20.56% | - |
 Workday (WDAY) | 1.82% | 7.69% | 19.7% | - |
 iShares MSCI EAFE ETF (EFA) | 1.81% | 0% | 12.99% | 9/24/2024 |
 Honeywell (HON) | 1.77% | 0% | 8.23% | 3/21/2024 |
| TotalEnergies (TTE) | 1.76% | 2.12% | 42.64% | - |
 Apollo (APO) | 1.7% | 7.14% | 19.26% | - |
 TSMC (TSM) | 1.36% | 9.04% | 12.99% | - |
 Adobe (ADBE) | 1.34% | 5.67% | 17.53% | - |
 Crowdstrike (CRWD) | 1.34% | 0% | 8.44% | 9/19/2024 |
 Procter & Gamble (PG) | 1.32% | 0% | 7.79% | 7/17/2024 |
 Apple (AAPL) | 1.32% | 6.3% | 15.15% | - |
 Dell (DELL) | 1.26% | 6.96% | 14.72% | - |
 Goldman Sachs (GS) | 1.11% | 0% | 6.93% | 8/23/2024 |
 Bitcoin (BTC) | 1.08% | 6.46% | 15.8% | - |
 Tesla (TSLA) | 0.98% | 0.19% | 35.5% | - |
 Klaviyo (KVYO) | 0.87% | 5.47% | 12.55% | - |
 GE Vernova (GEV) | 0.81% | 0% | 6.93% | 2/20/2025 |
 UnitedHealth (UNH) | 0.77% | 0% | 5.41% | 4/18/2024 |
 McDonald's (MCD) | 0.46% | 0% | 2.38% | 7/29/2024 |
 VICI Properties (VICI) | 0.37% | 0% | 2.16% | 7/11/2024 |
 ExxonMobil (XOM) | 0.32% | 0% | 2.81% | 9/17/2024 |
 Siemens (SIE.DE) | 0.14% | 0% | 0.87% | 12/17/2024 |
 Intel (INTC) | 0.08% | 0% | 0.43% | 3/6/2024 |
 JPMorgan (JPM) | 0.08% | 0% | 0.43% | 1/12/2024 |
 3M (MMM) | 0.08% | 0% | 0.43% | 3/8/2024 |
 ARM (ARM) | 0.05% | 0% | 0.43% | 2/13/2025 |
 Johnson & Johnson (JNJ) | 0.04% | 0% | 0.22% | 2/29/2024 |
 Insulet (PODD) | 0.02% | 0% | 0.22% | 8/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| First Solar (FSLR) | 21.79% | 19.91% |
| NVIDIA (NVDA) | 12.25% | 13.24% |
| Alibaba (BABA) | 12.25% | 12.91% |
| Merck (MRK) | 12.25% | 11.92% |
| AstraZeneca (AZN) | 12.25% | 11.7% |
| Nike (NKE) | 10.44% | 11.45% |
| GE (GE) | 11.13% | 11.4% |
| TotalEnergies (TTE) | 4.84% | 4.39% |
| Tesla (TSLA) | 0.62% | 0.61% |