Portfolio Diversification
Range
Most Diversified
19 instruments
January 6, 2022
Least Diversified
0 instruments
March 9, 2022
Average
5.8 instruments
Most Consistent Holdings
Top 5
NKE59.74%
FSLR54.05%
V42.52%
MNDY33.72%
MSFT31.85%
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 |
|---|---|---|---|---|
| First Solar (FSLR) | 3.11% | 5.33% | 54.05% | - |
| Visa (V) | 2.82% | 8.61% | 42.52% | - |
| Nike (NKE) | 2.09% | 3.41% | 59.74% | - |
| Microsoft (MSFT) | 1.9% | 8.71% | 31.85% | - |
 Avis (CAR) | 1.58% | 0% | 18.85% | 7/31/2025 |
 Twilio (TWLO) | 1.55% | 6.38% | 24.61% | - |
 Qualcomm (QCOM) | 1.5% | 6.04% | 25.23% | - |
| Monday.com (MNDY) | 1.49% | 0% | 33.72% | 7/10/2025 |
 Mosaic (MOS) | 1.47% | 0% | 12.69% | 5/14/2025 |
 Baidu (BIDU) | 1.37% | 5.9% | 24.61% | - |
 Micron (MU) | 1.3% | 7.35% | 23.05% | - |
 VTEX (VTEX) | 0.87% | 0% | 17.13% | 5/5/2025 |
 Starbucks (SBUX) | 0.86% | 0% | 14.1% | 2/26/2025 |
 Autodesk (ADSK) | 0.72% | 0% | 15.73% | 12/29/2023 |
 NVIDIA (NVDA) | 0.69% | 11.4% | 8.26% | - |
 Boeing (BA) | 0.67% | 0% | 8.8% | 3/25/2025 |
 Verizon (VZ) | 0.64% | 5.57% | 11.84% | - |
 Colgate (CL) | 0.63% | 5.16% | 11.84% | - |
 Alcoa (AA) | 0.61% | 3.54% | 10.36% | - |
 HubSpot (HUBS) | 0.47% | 0% | 7.94% | 11/20/2024 |
 FedEx (FDX) | 0.42% | 6.76% | 6.93% | - |
 Disney (DIS) | 0.42% | 0% | 10.05% | 11/20/2024 |
 Block Inc. (XYZ) | 0.38% | 0% | 6.31% | 11/20/2024 |
 Adobe (ADBE) | 0.36% | 2.83% | 10.05% | - |
 PayPal (PYPL) | 0.33% | 3.24% | 12.62% | - |
 Alphabet (GOOG) | 0.32% | 4.03% | 10.9% | - |
 AMD (AMD) | 0.29% | 5.62% | 7.48% | - |
 MercadoLibre (MELI) | 0.28% | 0% | 5.14% | 3/8/2022 |
 Salesforce (CRM) | 0.21% | 0% | 5.14% | 3/8/2022 |
 Cemex (CX) | 0.16% | 0% | 5.14% | 3/8/2022 |
 Intel (INTC) | 0.16% | 0% | 4.75% | 3/8/2022 |
 Walmart (WMT) | 0.14% | 0% | 5.14% | 3/8/2022 |
 Meta (META) | 0.11% | 0% | 5.14% | 3/8/2022 |
 Alibaba (BABA) | 0.1% | 0% | 5.14% | 3/8/2022 |
 Telefonica (TEF) | 0.1% | 0% | 3.74% | 2/17/2022 |
 Netflix (NFLX) | 0.1% | 0% | 3.58% | 3/8/2022 |
 Bitcoin (BTC) | 0.1% | 0% | 5.14% | 3/8/2022 |
 Ethereum (ETH) | 0.09% | 0% | 5.14% | 3/8/2022 |
 AT&T (T) | 0.04% | 0% | 1.09% | 1/19/2022 |
 Las Vegas Sands (LVS) | 0.03% | 0% | 1.09% | 1/14/2022 |
 Citi (C) | 0.01% | 0% | 0.31% | 1/7/2022 |
 JPMorgan (JPM) | 0.01% | 0% | 0.31% | 1/4/2022 |
 ExxonMobil (XOM) | 0.01% | 0% | 0.23% | 1/3/2022 |
 Caterpillar (CAT) | 0% | 0% | 0.08% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| First Solar (FSLR) | 11.43% | 9.81% |
| Boeing (BA) | 5.89% | 7.05% |
| Visa (V) | 5.54% | 6.92% |
| Microsoft (MSFT) | 5.54% | 6.04% |
| Twilio (TWLO) | 5.54% | 6% |
| Starbucks (SBUX) | 5.54% | 5.52% |
| Mosaic (MOS) | 5.54% | 5.48% |
| Qualcomm (QCOM) | 5.54% | 5.39% |
| Baidu (BIDU) | 5.54% | 4.88% |
| VTEX (VTEX) | 5.54% | 4.65% |
| Micron (MU) | 5.54% | 4.46% |
| Nike (NKE) | 4.15% | 2.98% |