Portfolio Diversification
Range
Most Diversified
47 instruments
December 12, 2024
Least Diversified
0 instruments
December 27, 2022
Average
25.7 instruments
Most Consistent Holdings
Top 5
AAPL99.4%
META99.4%
KO80.72%
AXP80.6%
BRK.B80.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since December 27, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 jaynemesis | 19.8% | 5.51% | 99.28% | - |
| Apple (AAPL) | 9.88% | 5.86% | 99.4% | - |
| Meta (META) | 5.77% | 1.21% | 99.4% | - |
 Tesla (TSLA) | 5.44% | 3.1% | 68.86% | - |
 Enphase (ENPH) | 4.38% | 0% | 76.05% | 3/25/2025 |
 Bunge (BG) | 3.87% | 4.53% | 80% | - |
| Berkshire Hathaway (BRK.B) | 3.17% | 6.78% | 80.6% | - |
 Devon Energy (DVN) | 3.16% | 4.41% | 78.2% | - |
 Bitcoin (BTC) | 3.14% | 5.28% | 65.51% | - |
| Coca-Cola (KO) | 2.89% | 2.57% | 80.72% | - |
 Amazon (AMZN) | 2.57% | 3.85% | 79.88% | - |
 Costco (COST) | 2.46% | 2.07% | 79.04% | - |
 Altria (MO) | 2.38% | 1.19% | 79.04% | - |
 Alphabet (GOOG) | 2.34% | 3.29% | 54.97% | - |
 Alibaba (BABA) | 2.32% | 4.32% | 53.65% | - |
 British American Tobacco (BTI) | 2.13% | 2% | 78.2% | - |
 Canadian Pacific (CP) | 2.1% | 2.02% | 80% | - |
 CNR (CNI) | 1.93% | 1.79% | 79.88% | - |
 PepsiCo (PEP) | 1.7% | 2.66% | 53.65% | - |
 CVS Health (CVS) | 1.64% | 2.22% | 58.32% | - |
 Disney (DIS) | 1.56% | 3.79% | 54.97% | - |
 VICI Properties (VICI) | 1.39% | 2.23% | 54.97% | - |
 Realty Income (O) | 1.12% | 1.33% | 58.44% | - |
 MSG Sports (MSGS) | 1.09% | 0% | 50.66% | 3/25/2025 |
| American Express (AXP) | 1.05% | 0.96% | 80.6% | - |
 Coinbase (COIN) | 0.99% | 3.07% | 31.38% | - |
 Alphabet (GOOGL) | 0.97% | 3.04% | 32.57% | - |
 Movado (MOV) | 0.84% | 2.04% | 31.38% | - |
 Evolution (EVO.ST) | 0.72% | 0.98% | 58.32% | - |
 WP Carey (WPC) | 0.6% | 1% | 51.62% | - |
 Snapchat (SNAP) | 0.57% | 0% | 59.28% | 2/25/2025 |
 Barrick (GOLD.BARRICK) | 0.55% | 1.03% | 48.5% | - |
 LVMH (MC.PA) | 0.52% | 0% | 33.17% | 12/11/2024 |
 S&P Global (SPGI) | 0.49% | 1.93% | 31.38% | - |
 Lam Research (LRCX) | 0.41% | 1.91% | 23.47% | - |
 ASML (ASML) | 0.41% | 2.21% | 21.92% | - |
 KLA (KLAC) | 0.38% | 2.73% | 15.21% | - |
 Kinder Morgan (KMI) | 0.35% | 0% | 44.55% | 12/23/2024 |
 Novo-Nordisk (NVO) | 0.34% | 1.96% | 15.21% | - |
 Charter (CHTR) | 0.29% | 0.85% | 32.57% | - |
 Applied Materials (AMAT) | 0.23% | 1.57% | 15.21% | - |
 Occidental (OXY) | 0.21% | 0.98% | 24.19% | - |
 Ethereum (ETH) | 0.15% | 0.26% | 32.69% | - |
 Starbucks (SBUX) | 0.1% | 0% | 19.16% | 12/26/2024 |
 ZIM (ZIM) | 0.1% | 0% | 19.16% | 12/26/2024 |
 Chevron (CVX) | 0.08% | 0% | 21.2% | 3/25/2025 |
 Oil (Non Expiry) (OIL) | 0.07% | 0% | 0.96% | 12/15/2023 |
 Visa (V) | 0.06% | 0.3% | 24.19% | - |
 Shiba (in millions) (SHIBxM) | 0.06% | 0% | 33.29% | 2/25/2025 |
 Nike (NKE) | 0.05% | 0.62% | 7.54% | - |
 Mastercard (MA) | 0.02% | 0.2% | 12.1% | - |
 VIX Jan 24 Future (VIX.JAN) | 0.01% | 0% | 0.6% | 12/20/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.24% | 10/18/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.12% | 12/15/2023 |
 Southern Copper (SCCO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 5.01% | 6.62% |
| jaynemesis | 5.03% | 5.35% |
| Berkshire Hathaway (BRK.B) | 5.43% | 5.27% |
| Bitcoin (BTC) | 2.61% | 5.19% |
| Tesla (TSLA) | 2.31% | 4.62% |
| Disney (DIS) | 3.95% | 4.42% |
| Devon Energy (DVN) | 5.73% | 4.24% |
| Bunge (BG) | 5.14% | 3.97% |
| Coinbase (COIN) | 3.51% | 3.88% |
| Amazon (AMZN) | 3.13% | 3.77% |
| Alphabet (GOOG) | 3.01% | 3.63% |
| Alphabet (GOOGL) | 3.27% | 3.38% |
| Alibaba (BABA) | 2.82% | 2.99% |
| Movado (MOV) | 3.43% | 2.68% |
| Novo-Nordisk (NVO) | 3.23% | 2.58% |
| PepsiCo (PEP) | 3.03% | 2.52% |
| ASML (ASML) | 2.39% | 2.13% |
| KLA (KLAC) | 2.39% | 2.11% |
| Coca-Cola (KO) | 1.91% | 1.95% |
| S&P Global (SPGI) | 1.99% | 1.85% |
| VICI Properties (VICI) | 2.01% | 1.78% |
| Altria (MO) | 1.6% | 1.78% |
| MSG Sports (MSGS) | 1.59% | 1.74% |
| Canadian Pacific (CP) | 2.04% | 1.74% |
| Costco (COST) | 1.2% | 1.69% |
| Lam Research (LRCX) | 1.88% | 1.68% |
| CNR (CNI) | 1.99% | 1.63% |
| British American Tobacco (BTI) | 1.44% | 1.52% |
| Applied Materials (AMAT) | 1.59% | 1.38% |
| CVS Health (CVS) | 2.39% | 1.31% |
| Meta (META) | 0.8% | 1.25% |
| Enphase (ENPH) | 3.03% | 1.18% |
| Realty Income (O) | 1.29% | 1.09% |
| Occidental (OXY) | 1.21% | 1.09% |
| American Express (AXP) | 0.75% | 1% |
| Evolution (EVO.ST) | 1.32% | 0.94% |
| WP Carey (WPC) | 0.91% | 0.78% |
| Charter (CHTR) | 0.8% | 0.77% |
| Barrick (GOLD.BARRICK) | 0.8% | 0.7% |
| Ethereum (ETH) | 0.56% | 0.49% |
| Snapchat (SNAP) | 0.56% | 0.48% |
| Chevron (CVX) | 0.4% | 0.36% |
| Visa (V) | 0.25% | 0.26% |
| Shiba (in millions) (SHIBxM) | 0.21% | 0.15% |