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Portfolio Diversification
Range
Most Diversified
47 instruments
December 12, 2024
Least Diversified
0 instruments
December 27, 2022
Average
30 instruments
Most Consistent Holdings
Top 5
AAPL99.25%
META99.25%
KO86.36%
AXP86.19%
BRK.B86.19%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 27, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 jaynemesis | 15.4% | 5.16% | 98.59% | - |
| Apple (AAPL) | 8.62% | 5.69% | 99.25% | - |
| Meta (META) | 4.41% | 1.14% | 99.25% | - |
 Bunge (BG) | 4% | 4.78% | 85.86% | - |
 Tesla (TSLA) | 3.91% | 0% | 51.58% | 6/3/2025 |
| Berkshire Hathaway (BRK.B) | 3.79% | 4.36% | 86.19% | - |
 Bitcoin (BTC) | 3.7% | 3.38% | 75.71% | - |
 Devon Energy (DVN) | 3.5% | 4.58% | 84.53% | - |
 Enphase (ENPH) | 3.05% | 0% | 52.83% | 3/25/2025 |
 Amazon (AMZN) | 2.99% | 4.01% | 85.69% | - |
 Alibaba (BABA) | 2.98% | 3.93% | 67.47% | - |
 Alphabet (GOOG) | 2.94% | 5.09% | 68.39% | - |
| Coca-Cola (KO) | 2.63% | 1.87% | 86.36% | - |
 Disney (DIS) | 2.3% | 3.34% | 68.39% | - |
 Costco (COST) | 2.2% | 1.46% | 85.11% | - |
 British American Tobacco (BTI) | 2.1% | 1.9% | 84.53% | - |
 Canadian Pacific (CP) | 1.98% | 1.56% | 85.77% | - |
 Altria (MO) | 1.97% | 0.93% | 85.11% | - |
 Alphabet (GOOGL) | 1.89% | 4.79% | 52.83% | - |
 Coinbase (COIN) | 1.85% | 2.59% | 52% | - |
 PepsiCo (PEP) | 1.85% | 2.07% | 67.47% | - |
 CNR (CNI) | 1.78% | 1.42% | 85.69% | - |
 CVS Health (CVS) | 1.73% | 1.78% | 70.72% | - |
 VICI Properties (VICI) | 1.48% | 1.39% | 68.39% | - |
 KLA (KLAC) | 1.44% | 5.49% | 40.77% | - |
 Lam Research (LRCX) | 1.35% | 5.56% | 46.51% | - |
 Movado (MOV) | 1.31% | 3.11% | 52% | - |
 ASML (ASML) | 1.13% | 3.6% | 45.42% | - |
 Realty Income (O) | 1.11% | 1.05% | 70.88% | - |
| American Express (AXP) | 1.04% | 0.88% | 86.19% | - |
 S&P Global (SPGI) | 0.85% | 1.3% | 52% | - |
 Applied Materials (AMAT) | 0.82% | 3.17% | 40.68% | - |
 Barrick (B) | 0.79% | 1.55% | 63.89% | - |
 MSG Sports (MSGS) | 0.76% | 0% | 35.19% | 3/25/2025 |
 Novo-Nordisk (NVO) | 0.71% | 0.97% | 40.77% | - |
 Evolution (EVO.ST) | 0.7% | 0.49% | 70.72% | - |
 WP Carey (WPC) | 0.68% | 0.84% | 66.06% | - |
 Occidental (OXY) | 0.42% | 0.95% | 47% | - |
 Snapchat (SNAP) | 0.4% | 0% | 41.18% | 2/25/2025 |
 Charter (CHTR) | 0.38% | 0.43% | 52.83% | - |
 LVMH (MC.PA) | 0.36% | 0% | 23.04% | 12/11/2024 |
 Kinder Morgan (KMI) | 0.24% | 0% | 30.95% | 12/23/2024 |
 Ethereum (ETH) | 0.23% | 0.27% | 52.91% | - |
 Nike (NKE) | 0.21% | 0.37% | 35.36% | - |
 Visa (V) | 0.12% | 0.2% | 47% | - |
 Starbucks (SBUX) | 0.07% | 0% | 13.31% | 12/26/2024 |
 ZIM (ZIM) | 0.07% | 0% | 13.31% | 12/26/2024 |
 Mastercard (MA) | 0.07% | 0.14% | 38.6% | - |
 Chevron (CVX) | 0.06% | 0% | 14.73% | 3/25/2025 |
 Oil (Non Expiry) (OIL) | 0.05% | 0% | 0.67% | 12/15/2023 |
 Shiba (in millions) (SHIBxM) | 0.04% | 0% | 23.13% | 2/25/2025 |
 VIX Jan 24 Future (VIX.JAN) | 0.01% | 0% | 0.42% | 12/20/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.17% | 10/18/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.08% | 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
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 5.19% | 6.31% |
| jaynemesis | 5.46% | 5.38% |
| Alphabet (GOOG) | 3.12% | 5.26% |
| Berkshire Hathaway (BRK.B) | 5.62% | 5.13% |
| Alphabet (GOOGL) | 3.39% | 4.91% |
| Alibaba (BABA) | 2.92% | 4.54% |
| Bitcoin (BTC) | 2.71% | 4.32% |
| Devon Energy (DVN) | 5.93% | 4.17% |
| KLA (KLAC) | 2.9% | 4.09% |
| Amazon (AMZN) | 3.9% | 4.02% |
| Bunge (BG) | 5.32% | 4% |
| Lam Research (LRCX) | 2.26% | 4% |
| Disney (DIS) | 4.1% | 3.97% |
| Coinbase (COIN) | 3.63% | 3.09% |
| ASML (ASML) | 2.48% | 2.89% |
| Movado (MOV) | 3.55% | 2.47% |
| Applied Materials (AMAT) | 1.98% | 2.3% |
| British American Tobacco (BTI) | 1.49% | 2.09% |
| PepsiCo (PEP) | 3.14% | 2.09% |
| CVS Health (CVS) | 2.48% | 2.04% |
| Coca-Cola (KO) | 1.98% | 1.92% |
| Barrick (B) | 0.83% | 1.74% |
| S&P Global (SPGI) | 2.06% | 1.7% |
| Canadian Pacific (CP) | 2.11% | 1.56% |
| VICI Properties (VICI) | 2.08% | 1.51% |
| Costco (COST) | 1.24% | 1.4% |
| CNR (CNI) | 2.06% | 1.39% |
| Novo-Nordisk (NVO) | 3.34% | 1.34% |
| Meta (META) | 0.83% | 1.24% |
| American Express (AXP) | 0.78% | 1.1% |
| Realty Income (O) | 1.33% | 1.01% |
| Altria (MO) | 0.91% | 0.92% |
| WP Carey (WPC) | 0.94% | 0.81% |
| Occidental (OXY) | 1.25% | 0.8% |
| Nike (NKE) | 0.83% | 0.56% |
| Evolution (EVO.ST) | 1.36% | 0.54% |
| Charter (CHTR) | 0.83% | 0.41% |
| Ethereum (ETH) | 0.58% | 0.39% |
| Visa (V) | 0.26% | 0.25% |
| Mastercard (MA) | 0.21% | 0.17% |
Cash & Instruments Over Time
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