Portfolio Diversification
Range
Most Diversified
59 instruments
December 11, 2024
Least Diversified
0 instruments
February 2, 2025
Average
45.8 instruments
Most Consistent Holdings
Top 5
MSFT99.92%
KO99.92%
NKE99.92%
PYPL99.92%
AAPL99.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 4, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 6.24% | 0% | 90.54% | 3/4/2025 |
 Alphabet (GOOG) | 5.48% | 8.34% | 99.59% | - |
| Microsoft (MSFT) | 4.64% | 4.53% | 99.92% | - |
| Apple (AAPL) | 4.08% | 2.89% | 99.59% | - |
 Cencora (COR) | 3.14% | 3.86% | 98.34% | - |
 Tesla (TSLA) | 3.01% | 3.82% | 99.59% | - |
 Visa (V) | 2.83% | 2.71% | 99% | - |
 Home Depot (HD) | 2.72% | 1.85% | 99.59% | - |
| Coca-Cola (KO) | 2.69% | 1.99% | 99.92% | - |
 Mastercard (MA) | 2.69% | 2.58% | 97.84% | - |
 McDonald's (MCD) | 2.66% | 1.9% | 99% | - |
| Nike (NKE) | 2.61% | 2.6% | 99.92% | - |
 Starbucks (SBUX) | 2.57% | 2.72% | 96.18% | - |
 Lufthansa (LHA.DE) | 2.54% | 2.15% | 98.42% | - |
 Johnson & Johnson (JNJ) | 2.54% | 1.75% | 99.5% | - |
 Mondelez (MDLZ) | 2.5% | 1.86% | 98.34% | - |
 PepsiCo (PEP) | 2.43% | 1.75% | 98.34% | - |
 AT&T (T) | 2.4% | 2.4% | 99% | - |
 Walmart (WMT) | 2.39% | 0% | 85.89% | 2/21/2025 |
 Netflix (NFLX) | 2.34% | 0% | 81.66% | 11/21/2024 |
 Boeing (BA) | 2.21% | 1.34% | 99% | - |
 UPS (UPS) | 2.21% | 2.22% | 98.34% | - |
 Volkswagen (VOW3.DE) | 2.2% | 1.57% | 99% | - |
 Adobe (ADBE) | 2.19% | 2.31% | 81.41% | - |
 Vale (VALE) | 2.16% | 1.43% | 97.84% | - |
| PayPal (PYPL) | 2.1% | 1.35% | 99.92% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.9% | 1.02% | 96.18% | - |
 Shopify (SHOP) | 1.76% | 0% | 77.59% | 11/12/2024 |
 AMD (AMD) | 1.73% | 0.09% | 97.84% | - |
 NVIDIA (NVDA) | 1.56% | 0% | 80.5% | 11/21/2024 |
 Schneider Electric (SU.PA) | 1.52% | 1.82% | 84.15% | - |
 L'Oréal (OR.PA) | 1.23% | 1.3% | 84.15% | - |
 HDFC (HDB) | 1.12% | 1.32% | 84.15% | - |
 Nu (NU) | 0.84% | 1.69% | 65.15% | - |
 Brookfield (BN.US) | 0.83% | 2.2% | 65.15% | - |
 Brookfield (BAM) | 0.78% | 1.63% | 65.15% | - |
 Warner Bros Discovery (WBD) | 0.75% | 0.29% | 94.36% | - |
 Whirlpool (WHR) | 0.71% | 1.82% | 61.33% | - |
 Fortinet (FTNT) | 0.68% | 1.47% | 56.27% | - |
 RBC (RY) | 0.56% | 0.93% | 65.06% | - |
 TD (TD) | 0.55% | 1.19% | 65.15% | - |
 PDD Holdings (PDD) | 0.55% | 1.6% | 60.91% | - |
 GigaCloud (GCT) | 0.55% | 1.18% | 40.91% | - |
 Amgen (AMGN) | 0.45% | 0.77% | 61.33% | - |
 Allianz (ALV.DE) | 0.45% | 0.9% | 61.33% | - |
 Mercedes-Benz (MBG.DE) | 0.44% | 0.91% | 61.33% | - |
 Deutsche Telekom (DTE.DE) | 0.44% | 0.84% | 61.33% | - |
 PetroChina Company Limited -ADR (PTRCY) | 0.44% | 0% | 16.43% | 9/26/2022 |
 Kimberly-Clark (KMB) | 0.42% | 0.75% | 61.33% | - |
 MercadoLibre (MELI) | 0.41% | 2.85% | 37.01% | - |
 3M (MMM) | 0.4% | 0.8% | 59.75% | - |
 Realty Income (O) | 0.38% | 0.71% | 61.33% | - |
 Alibaba (BABA) | 0.36% | 1.52% | 37.01% | - |
 Amazon (AMZN) | 0.35% | 3.15% | 25.98% | - |
 Brookfield Infrastructure (BIP) | 0.24% | 0.46% | 49.54% | - |
 Airbnb (ABNB) | 0.2% | 0.81% | 25.98% | - |
 ASML (ASML) | 0.17% | 1.48% | 17.51% | - |
 Bayer (BAYN.DE) | 0.17% | 0.2% | 61.33% | - |
 Ulta (ULTA) | 0.11% | 0.56% | 24.65% | - |
 BHP (BHP) | 0.09% | 0.48% | 18.26% | - |
 Uber (UBER) | 0.09% | 0.64% | 16.18% | - |
 Stellantis (STLA.US) | 0.09% | 0.38% | 18.42% | - |
 Hims & Hers (HIMS) | 0.08% | 0.81% | 9.96% | - |
 Guess? (GES) | 0.07% | 0.39% | 17.26% | - |
 Target (TGT) | 0.02% | 0.76% | 2.24% | - |
 Solventum (SOLV) | 0.01% | 0% | 13.78% | 9/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 3.04% | 8.58% |
| Alphabet (GOOG) | 5.1% | 6.74% |
| Tesla (TSLA) | 2.94% | 4.88% |
| Microsoft (MSFT) | 3.33% | 4.11% |
| Apple (AAPL) | 2.94% | 3.89% |
| Walmart (WMT) | 2.06% | 3.11% |
| Cencora (COR) | 3.04% | 3.09% |
| Visa (V) | 2.25% | 2.62% |
| Mastercard (MA) | 2.25% | 2.62% |
| Starbucks (SBUX) | 2.84% | 2.38% |
| Home Depot (HD) | 2.06% | 2.15% |
| Schneider Electric (SU.PA) | 1.67% | 2.09% |
| AT&T (T) | 1.96% | 2.08% |
| McDonald's (MCD) | 2.25% | 2.04% |
| Lufthansa (LHA.DE) | 2.65% | 1.91% |
| Nike (NKE) | 3.04% | 1.89% |
| Coca-Cola (KO) | 2.16% | 1.82% |
| Adobe (ADBE) | 1.76% | 1.81% |
| Johnson & Johnson (JNJ) | 2.45% | 1.79% |
| Whirlpool (WHR) | 1.96% | 1.75% |
| UPS (UPS) | 2.74% | 1.75% |
| Brookfield (BN.US) | 1.27% | 1.68% |
| Mondelez (MDLZ) | 2.25% | 1.67% |
| PepsiCo (PEP) | 2.25% | 1.64% |
| Brookfield (BAM) | 1.27% | 1.62% |
| PayPal (PYPL) | 1.76% | 1.58% |
| Volkswagen (VOW3.DE) | 2.55% | 1.58% |
| Fortinet (FTNT) | 1.08% | 1.43% |
| Nu (NU) | 1.47% | 1.4% |
| Vale (VALE) | 2.65% | 1.4% |
| Boeing (BA) | 1.47% | 1.27% |
| GigaCloud (GCT) | 2.25% | 1.26% |
| L'Oréal (OR.PA) | 1.67% | 1.24% |
| HDFC (HDB) | 1.47% | 1.2% |
| Renewables Infrastructure Group (TRIG.L) | 1.96% | 1.11% |
| Alibaba (BABA) | 1.27% | 1.11% |
| MercadoLibre (MELI) | 1.18% | 0.98% |
| RBC (RY) | 0.88% | 0.94% |
| PDD Holdings (PDD) | 1.18% | 0.92% |
| Mercedes-Benz (MBG.DE) | 1.27% | 0.92% |
| TD (TD) | 1.18% | 0.87% |
| Kimberly-Clark (KMB) | 0.98% | 0.81% |
| Allianz (ALV.DE) | 0.78% | 0.81% |
| Airbnb (ABNB) | 0.88% | 0.79% |
| Deutsche Telekom (DTE.DE) | 0.69% | 0.79% |
| Amgen (AMGN) | 0.98% | 0.78% |
| 3M (MMM) | 0.69% | 0.75% |
| Amazon (AMZN) | 0.69% | 0.72% |
| Realty Income (O) | 0.78% | 0.62% |
| Ulta (ULTA) | 0.59% | 0.57% |
| ASML (ASML) | 0.59% | 0.49% |
| Stellantis (STLA.US) | 0.59% | 0.48% |
| Brookfield Infrastructure (BIP) | 0.49% | 0.47% |
| BHP (BHP) | 0.59% | 0.45% |
| Guess? (GES) | 0.59% | 0.41% |
| Uber (UBER) | 0.49% | 0.38% |
| Warner Bros Discovery (WBD) | 0.59% | 0.3% |
| Bayer (BAYN.DE) | 0.49% | 0.18% |
| AMD (AMD) | 0.1% | 0.08% |