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Portfolio Diversification
Range
Most Diversified
38 instruments
July 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.1 instruments
Most Consistent Holdings
Top 5
BABA99.81%
ACB99.81%
PYPL97.6%
MELI91.75%
B89.47%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 5.91% | 17.18% | 80.44% | - |
 Qualcomm (QCOM) | 5.32% | 9.57% | 65.56% | - |
 3M (MMM) | 4.46% | 0% | 62.44% | 2/23/2026 |
| PayPal (PYPL) | 4.4% | 6.46% | 97.6% | - |
| Alibaba (BABA) | 4.34% | 7.85% | 99.81% | - |
 Bank of America (BAC) | 3.96% | 0% | 49.58% | 7/3/2025 |
 Bitcoin (BTC) | 3.76% | 0% | 60.95% | 1/6/2025 |
 AMD (AMD) | 3.48% | 18.21% | 30.34% | - |
 Pfizer (PFE) | 3.36% | 6.82% | 65.69% | - |
| MercadoLibre (MELI) | 2.79% | 5.94% | 91.75% | - |
 Disney (DIS) | 2.59% | 0% | 87.65% | 2/23/2026 |
 Meta (META) | 2.33% | 0% | 50.36% | 4/19/2024 |
 Nike (NKE) | 2.05% | 4.7% | 53.54% | - |
| Barrick (B) | 1.87% | 0% | 89.47% | 11/11/2025 |
 Coca-Cola (KO) | 1.83% | 0% | 56.86% | 11/11/2025 |
 Alphabet (GOOGL) | 1.82% | 0% | 66.02% | 9/3/2025 |
 Carnival (CCL) | 1.77% | 0% | 72.51% | 2/23/2026 |
 Intel (INTC) | 1.76% | 0% | 54% | 2/23/2026 |
 NextEra (NEE) | 1.69% | 0% | 49.97% | 2/23/2026 |
 JPMorgan (JPM) | 1.66% | 0% | 51.33% | 11/5/2024 |
 Occidental (OXY) | 1.61% | 4.76% | 65.37% | - |
 Netflix (NFLX) | 1.61% | 0% | 47.89% | 4/19/2024 |
 Nestle (NESN.ZU) | 1.54% | 4.59% | 53.54% | - |
 Microsoft (MSFT) | 1.49% | 0% | 61.99% | 7/3/2025 |
 Ford (F) | 1.46% | 5.48% | 45.94% | - |
 Spotify (SPOT) | 1.32% | 0% | 45.81% | 2/8/2024 |
 UPS (UPS) | 1.21% | 4.74% | 40.09% | - |
 Johnson Controls (JCI) | 1.17% | 0% | 33.01% | 7/3/2025 |
 iShares Core U.S. Aggregate Bond ETF (AGG) | 1.09% | 0% | 13.97% | 5/8/2023 |
 Clorox (CLX) | 1.06% | 0% | 29.56% | 7/7/2023 |
 Johnson & Johnson (JNJ) | 1.04% | 0% | 36.91% | 11/11/2025 |
 Carrefour (CA.PA) | 0.85% | 0% | 61.86% | 2/24/2026 |
 Amazon (AMZN) | 0.81% | 0% | 26.19% | 7/7/2023 |
 Zoom (ZM) | 0.72% | 0% | 65.89% | 2/23/2026 |
 Invesco DB Agriculture Fund (DBA) | 0.65% | 0% | 13.97% | 5/8/2023 |
 Coinbase (COIN) | 0.56% | 0% | 33.33% | 6/28/2024 |
 Litecoin (LTC) | 0.55% | 0% | 15.4% | 3/3/2023 |
 Ethereum (ETH) | 0.51% | 0% | 16.31% | 3/3/2023 |
 Build and Build (BNB) | 0.5% | 0% | 15.2% | 3/3/2023 |
 Invesco Solar ETF (TAN) | 0.48% | 0% | 17.74% | 7/5/2023 |
 Rivian (RIVN) | 0.48% | 0.75% | 73.62% | - |
 US Global Jets ETF (JETS) | 0.46% | 0% | 13.97% | 5/8/2023 |
 Warner Bros Discovery (WBD) | 0.38% | 0% | 66.8% | 2/23/2026 |
 Herbalife (HLF) | 0.37% | 0% | 72.51% | 2/23/2026 |
| Aurora Cannabis (ACB) | 0.26% | 0.06% | 99.81% | - |
 HelloFresh (HFG.DE) | 0.22% | 0% | 18.65% | 11/14/2023 |
 Hain Celestial (HAIN) | 0.17% | 0% | 18.71% | 11/14/2023 |
 Fiverr (FVRR) | 0.14% | 0% | 10.53% | 7/7/2023 |
 Peloton (PTON) | 0.13% | 0% | 10.53% | 7/7/2023 |
 Beyond Meat (BYND) | 0.13% | 0% | 10.53% | 7/7/2023 |
 Nio (NIO) | 0.11% | 0% | 10.53% | 7/7/2023 |
 CareDx (CDNA) | 0.11% | 0% | 8.06% | 7/7/2023 |
 SpringWorks Therapeutics (SWTX) | 0.1% | 0% | 8.06% | 7/7/2023 |
 DIA (DIA.MC) | 0.06% | 0% | 4.81% | 7/10/2023 |
 Lufthansa (LHA.DE) | 0.03% | 0% | 2.66% | 7/10/2023 |
 easyJet (EZJ.L) | 0.03% | 0% | 2.66% | 7/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 6.73% | 13.74% |
| AMD (AMD) | 7.55% | 9.9% |
| Qualcomm (QCOM) | 7.47% | 8.28% |
| 3M (MMM) | 6.22% | 8.04% |
| Alibaba (BABA) | 4.98% | 5.73% |
| Intel (INTC) | 3.73% | 5.35% |
| Disney (DIS) | 5.29% | 5.23% |
| PayPal (PYPL) | 7.55% | 5.13% |
| Nike (NKE) | 7.31% | 4.48% |
| MercadoLibre (MELI) | 4.67% | 4.46% |
| Pfizer (PFE) | 7.47% | 4.3% |
| Ford (F) | 4.36% | 3.92% |
| NextEra (NEE) | 3.73% | 3.88% |
| Carnival (CCL) | 1.87% | 3.54% |
| Nestle (NESN.ZU) | 4.92% | 3.32% |
| UPS (UPS) | 4.98% | 3.06% |
| Occidental (OXY) | 4.36% | 2.51% |
| Zoom (ZM) | 1.24% | 1.28% |
| Carrefour (CA.PA) | 1.87% | 1.24% |
| Warner Bros Discovery (WBD) | 0.62% | 1.06% |
| Rivian (RIVN) | 0.62% | 0.61% |
| Herbalife (HLF) | 0.62% | 0.37% |
| Aurora Cannabis (ACB) | 1.56% | 0.05% |
Cash & Instruments Over Time
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