Portfolio Diversification
Range
Most Diversified
12 instruments
January 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
6.5 instruments
Most Consistent Holdings
Top 5
FSLR65.28%
GOOGL55.44%
AMZN51.3%
ABT45.85%
GE44.04%
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) | 11.32% | 0% | 65.28% | 2/1/2025 |
| Amazon (AMZN) | 7.85% | 0% | 51.3% | 11/1/2024 |
| Alphabet (GOOGL) | 6.96% | 0% | 55.44% | 12/11/2024 |
| GE (GE) | 6.25% | 0% | 44.04% | 1/21/2025 |
 Merck (MRK) | 5.5% | 0% | 39.38% | 2/1/2025 |
 Duke Energy (DUK) | 5.27% | 0% | 26.68% | 4/24/2024 |
| Abbott (ABT) | 4.69% | 0% | 45.85% | 9/30/2024 |
 AstraZeneca (AZN) | 3.95% | 0% | 29.27% | 2/1/2025 |
 Pfizer (PFE) | 3.65% | 0% | 31.87% | 5/15/2024 |
 Microsoft (MSFT) | 3.51% | 0% | 24.09% | 12/5/2024 |
 NVIDIA (NVDA) | 3.41% | 0% | 22.02% | 1/31/2025 |
 Home Depot (HD) | 3.15% | 0% | 27.46% | 7/17/2024 |
 Nike (NKE) | 2.69% | 0% | 21.24% | 2/1/2025 |
 iShares MSCI EAFE ETF (EFA) | 2.17% | 0% | 15.54% | 9/24/2024 |
 Honeywell (HON) | 2.12% | 0% | 9.84% | 3/21/2024 |
 TotalEnergies (TTE) | 1.62% | 0% | 31.35% | 2/1/2025 |
 Crowdstrike (CRWD) | 1.6% | 0% | 10.1% | 9/19/2024 |
 Procter & Gamble (PG) | 1.58% | 0% | 9.33% | 7/17/2024 |
 Alibaba (BABA) | 1.56% | 0% | 12.44% | 1/27/2025 |
 Goldman Sachs (GS) | 1.33% | 0% | 8.29% | 8/23/2024 |
 Tesla (TSLA) | 1.13% | 0% | 22.8% | 2/1/2025 |
 UnitedHealth (UNH) | 0.92% | 0% | 6.48% | 4/18/2024 |
 GE Vernova (GEV) | 0.65% | 0% | 5.44% | 2/1/2025 |
 Apple (AAPL) | 0.64% | 0% | 4.4% | 1/28/2025 |
 McDonald's (MCD) | 0.55% | 0% | 2.85% | 7/29/2024 |
 TSMC (TSM) | 0.51% | 0% | 4.15% | 1/16/2025 |
 Workday (WDAY) | 0.49% | 0% | 4.4% | 2/1/2025 |
 VICI Properties (VICI) | 0.44% | 0% | 2.59% | 7/11/2024 |
 Apollo (APO) | 0.41% | 0% | 3.37% | 2/1/2025 |
 ExxonMobil (XOM) | 0.39% | 0% | 3.37% | 9/17/2024 |
 Dell (DELL) | 0.36% | 0% | 2.59% | 11/18/2024 |
 Adobe (ADBE) | 0.26% | 0% | 2.07% | 2/1/2025 |
 Siemens (SIE.DE) | 0.16% | 0% | 1.04% | 12/17/2024 |
 Intel (INTC) | 0.1% | 0% | 0.52% | 3/6/2024 |
 JPMorgan (JPM) | 0.1% | 0% | 0.52% | 1/12/2024 |
 3M (MMM) | 0.09% | 0% | 0.52% | 3/8/2024 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 0.26% | 2/29/2024 |
 Insulet (PODD) | 0.03% | 0% | 0.26% | 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% |