Holdings over time
(Since May 27, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 34.67% | 65.11% | 81.93% | - |
 Coca-Cola (KO) | 9.15% | 7.78% | 95.79% | - |
 Apple (AAPL) | 8.79% | 15.4% | 50.53% | - |
 Novo Nordisk (NOVO-B.CO) | 7.69% | 7.34% | 50.88% | - |
 Meta (META) | 4.99% | 0.19% | 37.37% | - |
 Intel (INTC) | 4.44% | 3.51% | 57.19% | - |
 Fortinet (FTNT) | 3.58% | 0% | 25.79% | 2/7/2024 |
 FedEx (FDX) | 2.62% | 0% | 20.7% | 12/8/2023 |
 AMD (AMD) | 2.5% | 0% | 22.98% | 11/22/2023 |
 TSMC (TSM) | 2.14% | 0.26% | 50.53% | - |
 Amazon (AMZN) | 1.77% | 0% | 10.53% | 11/14/2023 |
 CDW (CDW) | 1.64% | 0% | 13.86% | 2/7/2024 |
 Netflix (NFLX) | 1.46% | 0% | 14.21% | 11/15/2023 |
 C3.ai (AI) | 1.44% | 0% | 8.6% | 2/29/2024 |
 PepsiCo (PEP) | 1.25% | 0% | 6.84% | 7/14/2023 |
 NVIDIA (NVDA) | 1.25% | 0.17% | 22.11% | - |
 Vanguard S&P 500 ETF (VOO) | 0.84% | 0% | 13.86% | 2/7/2024 |
 Berkshire Hathaway (BRK.B) | 0.81% | 0% | 5.26% | 9/12/2023 |
 Adidas (ADS.DE) | 0.76% | 0% | 5.09% | 3/13/2024 |
 Alphabet (GOOG) | 0.58% | 0% | 7.19% | 10/5/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.5% | 0% | 2.63% | 6/21/2023 |
 Microsoft (MSFT) | 0.45% | 0% | 3.86% | 7/14/2023 |
 American Express (AXP) | 0.42% | 0% | 3.86% | 7/5/2023 |
 Shell (SHEL) | 0.32% | 0% | 1.75% | 8/10/2023 |
 Supermicro (SMCI) | 0.31% | 0% | 2.28% | 9/28/2023 |
 Procter & Gamble (PG) | 0.17% | 0% | 1.93% | 6/16/2023 |
 Visa (V) | 0.15% | 0% | 1.4% | 6/29/2023 |
 McDonald's (MCD) | 0.15% | 0.17% | 11.4% | - |
 Adobe (ADBE) | 0.1% | 0% | 0.53% | 8/28/2023 |
 Aflac (AFL) | 0.09% | 0% | 0.53% | 9/12/2023 |
 Ferrari (RACE) | 0.08% | 0.21% | 10.7% | - |
 JPMorgan (JPM) | 0.08% | 0% | 1.05% | 6/21/2023 |
 Oracle (ORCL) | 0.07% | 0.18% | 11.4% | - |
 Evofem Biosciences (EVFM) | 0.05% | 0% | 1.4% | 10/13/2023 |
 Paccar (PCAR) | 0.04% | 0% | 0.18% | 7/18/2023 |
 Sony (SONY) | 0.04% | 0% | 0.18% | 7/18/2023 |
 Mastercard (MA) | 0.02% | 0% | 0.18% | 6/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 42.05% | 40.81% |
| Fortinet (FTNT) | 13.87% | 12.64% |
| Meta (META) | 11.25% | 11.89% |
| CDW (CDW) | 10.84% | 11.71% |
| Coca-Cola (KO) | 11.04% | 11.36% |
| Vanguard S&P 500 ETF (VOO) | 5.49% | 5.89% |
| TSMC (TSM) | 5.33% | 5.58% |