Portfolio Diversification
Range
Most Diversified
57 instruments
October 24, 2024
Least Diversified
0 instruments
February 2, 2025
Average
33.3 instruments
Most Consistent Holdings
Top 5
BAC99.87%
HD99.87%
NKE99.87%
ADSK99.87%
SBUX99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Nike (NKE) | 6.66% | 0% | 99.87% | 2/1/2025 |
| Home Depot (HD) | 4.8% | 0% | 99.87% | 2/1/2025 |
 Meta (META) | 4.36% | 0% | 83% | 2/1/2025 |
 Bitcoin (BTC) | 4.26% | 0% | 53.25% | 2/13/2024 |
 NVIDIA (NVDA) | 3.84% | 0% | 79.68% | 2/1/2025 |
| Starbucks (SBUX) | 3.75% | 0% | 99.87% | 2/1/2025 |
| Autodesk (ADSK) | 3.6% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 3.59% | 0% | 78.49% | 2/1/2025 |
 triangulacapital | 3.19% | 0% | 26.56% | 2/1/2025 |
 Shopify (SHOP) | 3.18% | 0% | 99.87% | 2/1/2025 |
 Amazon (AMZN) | 2.54% | 0% | 90.84% | 2/1/2025 |
 XRP (XRP) | 2.52% | 0% | 90.57% | 11/23/2024 |
 Cardano (ADA) | 2.23% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 2.22% | 0% | 84.86% | 2/1/2025 |
 Alphabet (GOOG) | 2.06% | 0% | 78.62% | 2/1/2025 |
 Ethereum (ETH) | 1.85% | 0% | 55.91% | 3/4/2024 |
 UPS (UPS) | 1.77% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 1.64% | 0% | 49.93% | 2/1/2025 |
 Netflix (NFLX) | 1.58% | 0% | 50.6% | 1/24/2024 |
 Moody's (MCO) | 1.4% | 0% | 99.87% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.31% | 0% | 68.13% | 2/1/2025 |
| Bank of America (BAC) | 1.25% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 1.15% | 0% | 86.32% | 2/1/2025 |
 PepsiCo (PEP) | 1.13% | 0% | 64.28% | 2/1/2025 |
 Shiba (in millions) (SHIBxM) | 1.06% | 0% | 99.87% | 2/1/2025 |
 Coca-Cola (KO) | 0.98% | 0% | 68.13% | 2/1/2025 |
 Unilever (ULVR.L) | 0.89% | 0% | 99.87% | 2/1/2025 |
 Block Inc. (XYZ) | 0.89% | 0% | 99.87% | 2/1/2025 |
 GM (GM) | 0.82% | 0% | 99.87% | 2/1/2025 |
 Intel (INTC) | 0.78% | 0% | 39.18% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.78% | 0% | 61.35% | 2/1/2025 |
 Adobe (ADBE) | 0.73% | 0% | 62.28% | 2/1/2025 |
 Helmerich & Payne (HP) | 0.64% | 0% | 38.38% | 2/1/2025 |
 Procter & Gamble (PG) | 0.52% | 0% | 39.18% | 2/1/2025 |
 AbbVie (ABBV) | 0.51% | 0% | 39.18% | 2/1/2025 |
 Salesforce (CRM) | 0.49% | 0% | 37.18% | 2/1/2025 |
 Tesla (TSLA) | 0.37% | 0% | 43.03% | 2/1/2025 |
 UnitedHealth (UNH) | 0.35% | 0% | 18.86% | 2/1/2025 |
 McDonald's (MCD) | 0.3% | 0% | 45.02% | 2/1/2025 |
 ExxonMobil (XOM) | 0.28% | 0% | 18.86% | 2/1/2025 |
 Lowe's (LOW) | 0.28% | 0% | 38.38% | 2/1/2025 |
 Broadcom (AVGO) | 0.25% | 0% | 18.86% | 2/1/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.25% | 0% | 13.41% | 2/1/2025 |
 Caterpillar (CAT) | 0.24% | 0% | 37.18% | 2/1/2025 |
 Walmart (WMT) | 0.23% | 0% | 18.86% | 2/1/2025 |
 Nio (NIO) | 0.2% | 0% | 99.87% | 2/1/2025 |
 Eli Lilly (LLY) | 0.19% | 0% | 18.86% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.17% | 0% | 24.7% | 2/1/2025 |
 GeoPark (GPRK) | 0.17% | 0% | 16.73% | 12/3/2024 |
 Teck (TECK) | 0.15% | 0% | 25.1% | 2/1/2025 |
 UNITE Group (UTG.L) | 0.14% | 0% | 25.1% | 2/1/2025 |
 Sherwin-Williams (SHW) | 0.14% | 0% | 13.55% | 2/1/2025 |
 Global Ship Lease (GSL) | 0.13% | 0% | 24.7% | 2/1/2025 |
 JPMorgan (JPM) | 0.11% | 0% | 18.19% | 2/1/2025 |
 Dassault Systemes (DSY.PA) | 0.11% | 0% | 14.48% | 2/1/2025 |
 Mastercard (MA) | 0.1% | 0% | 17.13% | 2/1/2025 |
 Costco (COST) | 0.09% | 0% | 17.13% | 2/1/2025 |
 Merck (MRK) | 0.08% | 0% | 17.13% | 2/1/2025 |
 Microalgo (MLGO) | 0.04% | 0% | 14.61% | 2/1/2025 |
 Longboard (LBPH) | 0.04% | 0% | 6.91% | 12/6/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 0.27% | 7/31/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 0.27% | 7/31/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| triangulacapital | 10.14% | 10.38% |
| NVIDIA (NVDA) | 3.45% | 4.9% |
| Apple (AAPL) | 2.96% | 3.97% |
| Home Depot (HD) | 3.7% | 3.89% |
| Alphabet (GOOG) | 2.96% | 3.75% |
| Shopify (SHOP) | 4.48% | 3.59% |
| Nike (NKE) | 6.17% | 3.47% |
| Starbucks (SBUX) | 3.45% | 3.36% |
| Meta (META) | 2.71% | 3.18% |
| Cardano (ADA) | 5.29% | 3.02% |
| Johnson & Johnson (JNJ) | 2.96% | 2.93% |
| Autodesk (ADSK) | 2.27% | 2.71% |
| Berkshire Hathaway (BRK.B) | 2.47% | 2.59% |
| Microsoft (MSFT) | 2.19% | 2.38% |
| AMD (AMD) | 2.47% | 2.21% |
| Vanguard S&P 500 ETF (VOO) | 1.97% | 2.07% |
| ExxonMobil (XOM) | 1.97% | 2.05% |
| Amazon (AMZN) | 1.48% | 1.98% |
| Intel (INTC) | 2.46% | 1.93% |
| UnitedHealth (UNH) | 1.97% | 1.85% |
| Helmerich & Payne (HP) | 1.97% | 1.8% |
| UPS (UPS) | 2.22% | 1.8% |
| Broadcom (AVGO) | 0.99% | 1.55% |
| Adobe (ADBE) | 1.48% | 1.5% |
| Salesforce (CRM) | 0.99% | 1.45% |
| Bank of America (BAC) | 0.99% | 1.45% |
| PepsiCo (PEP) | 1.48% | 1.43% |
| Walmart (WMT) | 0.99% | 1.21% |
| Tesla (TSLA) | 0.49% | 1.19% |
| Shiba (in millions) (SHIBxM) | 1.97% | 1.14% |
| Coca-Cola (KO) | 0.99% | 1.14% |
| AbbVie (ABBV) | 0.99% | 1.13% |
| Procter & Gamble (PG) | 0.99% | 1.12% |
| Sherwin-Williams (SHW) | 0.99% | 0.97% |
| Eli Lilly (LLY) | 0.99% | 0.88% |
| Block Inc. (XYZ) | 1.23% | 0.78% |
| Dassault Systemes (DSY.PA) | 0.74% | 0.77% |
| GM (GM) | 0.49% | 0.7% |
| Crowdstrike (CRWD) | 0.49% | 0.69% |
| Unilever (ULVR.L) | 0.49% | 0.67% |
| Visa (V) | 0.49% | 0.65% |
| Moody's (MCO) | 0.49% | 0.62% |
| JPMorgan (JPM) | 0.49% | 0.61% |
| Lowe's (LOW) | 0.49% | 0.57% |
| Mastercard (MA) | 0.49% | 0.57% |
| McDonald's (MCD) | 0.49% | 0.57% |
| Caterpillar (CAT) | 0.49% | 0.56% |
| Costco (COST) | 0.49% | 0.53% |
| Teck (TECK) | 0.49% | 0.46% |
| UNITE Group (UTG.L) | 0.49% | 0.46% |
| Merck (MRK) | 0.49% | 0.45% |
| Global Ship Lease (GSL) | 0.49% | 0.44% |
| Microalgo (MLGO) | 0.48% | 0.3% |
| Nio (NIO) | 0.49% | 0.08% |