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Portfolio Diversification
Range
Most Diversified
28 instruments
July 19, 2022
Least Diversified
23 instruments
January 1, 2022
Average
26.7 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
AMZN100%
DIS100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 6.65% | 7.55% | 100% | - |
| Alphabet (GOOG) | 5.96% | 9.67% | 100% | - |
| Microsoft (MSFT) | 5.16% | 4.91% | 100% | - |
 Delta (DAL) | 5.1% | 5.67% | 100% | - |
 Qualcomm (QCOM) | 4.9% | 3.84% | 100% | - |
 Coca-Cola (KO) | 3.6% | 3.66% | 100% | - |
 Bitcoin (BTC) | 3.58% | 3.81% | 100% | - |
| Amazon (AMZN) | 3.49% | 3.91% | 100% | - |
 AMD (AMD) | 3.42% | 4.96% | 86.75% | - |
 Starbucks (SBUX) | 3.13% | 2.82% | 100% | - |
 Wells Fargo (WFC) | 3% | 4.07% | 86.75% | - |
 Tyson Foods (TSN) | 2.68% | 2.2% | 100% | - |
| Disney (DIS) | 2.59% | 2.13% | 100% | - |
 Ethereum (ETH) | 2.58% | 1.8% | 100% | - |
 Adobe (ADBE) | 2.48% | 1.58% | 86.75% | - |
 Occidental (OXY) | 2.04% | 1.91% | 86.75% | - |
 Snowflake (SNOW) | 1.95% | 1.71% | 100% | - |
 Intel (INTC) | 1.74% | 1.92% | 100% | - |
 AT&T (T) | 1.72% | 2.01% | 100% | - |
 XPeng (XPEV) | 1.69% | 1.52% | 100% | - |
 Alibaba (BABA) | 1.17% | 1.29% | 100% | - |
 Fastly (FSLY) | 1.1% | 1.51% | 100% | - |
 TAL Education (TAL) | 1.01% | 1.07% | 100% | - |
 Block Inc. (XYZ) | 0.87% | 0.67% | 100% | - |
 Sumo Logic Inc. (SUMO) | 0.51% | 0% | 31.79% | 5/16/2023 |
 Tattooed Chef Inc (TTCFQ) | 0.27% | 0% | 40.29% | 9/25/2023 |
 Warner Bros Discovery (WBD) | 0.24% | 0.47% | 93.24% | - |
 Skillz (SKLZ) | 0.15% | 0.03% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 2.62% | 9.6% |
| Apple (AAPL) | 2.62% | 7.51% |
| Delta (DAL) | 2.62% | 6.29% |
| Microsoft (MSFT) | 2.62% | 5.47% |
| AMD (AMD) | 2.62% | 5.21% |
| Bitcoin (BTC) | 2.62% | 4.61% |
| Qualcomm (QCOM) | 2.62% | 4.56% |
| Wells Fargo (WFC) | 2.62% | 4.45% |
| Amazon (AMZN) | 2.62% | 3.99% |
| Coca-Cola (KO) | 2.62% | 3.13% |
| Ethereum (ETH) | 2.62% | 2.54% |
| Starbucks (SBUX) | 2.62% | 2.26% |
| Disney (DIS) | 2.62% | 2.25% |
| Tyson Foods (TSN) | 2.62% | 1.98% |
| Snowflake (SNOW) | 2.62% | 1.96% |
| Adobe (ADBE) | 2.62% | 1.83% |
| XPeng (XPEV) | 2.62% | 1.67% |
| AT&T (T) | 2.62% | 1.64% |
| Intel (INTC) | 2.62% | 1.54% |
| Occidental (OXY) | 2.62% | 1.37% |
| Alibaba (BABA) | 2.62% | 1.36% |
| TAL Education (TAL) | 2.62% | 1.03% |
| Fastly (FSLY) | 5.25% | 0.72% |
| Block Inc. (XYZ) | 2.62% | 0.62% |
| Warner Bros Discovery (WBD) | 0.51% | 0.46% |
| Skillz (SKLZ) | 2.62% | 0.03% |
| Tattooed Chef Inc (TTCFQ) | 2.62% | 0% |
Cash & Instruments Over Time
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