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Portfolio Diversification
Range
Most Diversified
24 instruments
November 26, 2024
Least Diversified
0 instruments
February 15, 2026
Average
12.9 instruments
Most Consistent Holdings
Top 5
AAPL58.79%
JPM58.79%
KO58.79%
WMT58.79%
NVDA58.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 39.56% | 0% | 40.88% | 5/16/2024 | |
 Global-EdgePro | 17.29% | 34.77% | 42.04% | - |
 AI-Edge | 7.58% | 25.02% | 31.51% | - |
| NVIDIA (NVDA) | 5.34% | 5.91% | 58.79% | - |
 Palantir (PLTR) | 4.4% | 6.18% | 58.79% | - |
 Global X MSCI Argentina ETF (ARGT) | 3.45% | 3.66% | 58.79% | - |
 Amazon (AMZN) | 1.84% | 1.32% | 57.38% | - |
 Arista (ANET) | 1.78% | 3.37% | 58.79% | - |
 Alphabet (GOOG) | 1.74% | 0% | 22.89% | 2/18/2025 |
| Apple (AAPL) | 1.59% | 1.98% | 58.79% | - |
 SPDR Gold (GLD) | 1.05% | 0% | 20.23% | 2/18/2025 |
 Shopify (SHOP) | 0.94% | 0.95% | 58.79% | - |
 Tesla (TSLA) | 0.82% | 1.26% | 52.32% | - |
 Goldman Sachs (GS) | 0.8% | 1.15% | 58.79% | - |
 AMD (AMD) | 0.78% | 2.28% | 58.79% | - |
 Aon (AON) | 0.72% | 0.77% | 58.79% | - |
| Coca-Cola (KO) | 0.68% | 0.6% | 58.79% | - |
| JPMorgan (JPM) | 0.65% | 0.84% | 58.79% | - |
 Microsoft (MSFT) | 0.65% | 0% | 49.75% | 1/8/2026 |
| Walmart (WMT) | 0.6% | 0.99% | 58.79% | - |
 iShares Silver Trust (SLV) | 0.47% | 0% | 20.23% | 2/18/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 0.41% | 0.46% | 58.79% | - |
 Fortinet (FTNT) | 0.4% | 0.32% | 58.79% | - |
 McDonald's (MCD) | 0.4% | 0% | 22.89% | 2/18/2025 |
 Dell (DELL) | 0.38% | 0.63% | 54.64% | - |
 Ishares Russell 2000 ETF (IWM) | 0.36% | 1.32% | 29.44% | - |
 Intel (INTC) | 0.06% | 0% | 22.89% | 2/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Global-EdgePro | 41.33% | 35.43% |
| AI-Edge | 25.38% | 23.65% |
| Palantir (PLTR) | 1.86% | 8.1% |
| NVIDIA (NVDA) | 4.22% | 5.72% |
| Global X MSCI Argentina ETF (ARGT) | 3.51% | 3.82% |
| Arista (ANET) | 2.48% | 2.66% |
| Apple (AAPL) | 2.05% | 2.02% |
| AMD (AMD) | 1.1% | 1.44% |
| Shopify (SHOP) | 0.74% | 1.3% |
| Ishares Russell 2000 ETF (IWM) | 1.24% | 1.21% |
| Amazon (AMZN) | 1.26% | 1.2% |
| Goldman Sachs (GS) | 0.86% | 1.13% |
| Aon (AON) | 1.16% | 0.92% |
| JPMorgan (JPM) | 0.85% | 0.9% |
| Walmart (WMT) | 0.86% | 0.87% |
| Tesla (TSLA) | 0.9% | 0.86% |
| Microsoft (MSFT) | 0.71% | 0.65% |
| Coca-Cola (KO) | 0.65% | 0.56% |
| State Street SPDR S&P 500 ETF (SPY) | 0.47% | 0.45% |
| Dell (DELL) | 0.49% | 0.39% |
| Fortinet (FTNT) | 0.35% | 0.32% |
Cash & Instruments Over Time
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