Portfolio Diversification
Range
Most Diversified
60 instruments
August 7, 2025
Least Diversified
34 instruments
January 2, 2023
Average
52 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
MSFT100%
BA100%
HD100%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 6.49% | 11.09% | 100% | - |
 Meta (META) | 6.31% | 0% | 78.54% | 3/4/2025 |
| Microsoft (MSFT) | 4.7% | 4.32% | 100% | - |
| Apple (AAPL) | 3.96% | 3.37% | 100% | - |
 Cencora (COR) | 3.22% | 3.6% | 100% | - |
 Adobe (ADBE) | 2.72% | 2.58% | 100% | - |
 Visa (V) | 2.67% | 2.44% | 100% | - |
 Tesla (TSLA) | 2.66% | 0% | 92.68% | 7/23/2025 |
 Mastercard (MA) | 2.62% | 2.43% | 100% | - |
 Starbucks (SBUX) | 2.53% | 2.33% | 100% | - |
 Lufthansa (LHA.DE) | 2.35% | 1.98% | 100% | - |
 McDonald's (MCD) | 2.31% | 1.78% | 100% | - |
| Home Depot (HD) | 2.31% | 1.84% | 100% | - |
 Nike (NKE) | 2.31% | 2.75% | 100% | - |
 Mondelez (MDLZ) | 2.23% | 1.54% | 100% | - |
 Coca-Cola (KO) | 2.19% | 1.71% | 100% | - |
 AT&T (T) | 2.18% | 2.07% | 100% | - |
 Walmart (WMT) | 2.11% | 0% | 77.43% | 2/21/2025 |
 PepsiCo (PEP) | 2.1% | 1.71% | 100% | - |
 Johnson & Johnson (JNJ) | 2.09% | 1.96% | 100% | - |
 UPS (UPS) | 2.02% | 2.38% | 100% | - |
 Vale (VALE) | 1.93% | 1.55% | 100% | - |
 Schneider Electric (SU.PA) | 1.9% | 1.9% | 100% | - |
 Volkswagen (VOW3.DE) | 1.85% | 1.47% | 100% | - |
| Boeing (BA) | 1.84% | 1.31% | 100% | - |
 Netflix (NFLX) | 1.78% | 0% | 68.2% | 11/21/2024 |
 Renewables Infrastructure Group (TRIG.L) | 1.58% | 0.79% | 100% | - |
 PayPal (PYPL) | 1.52% | 1.15% | 100% | - |
 L'Oréal (OR.PA) | 1.51% | 1.22% | 100% | - |
 Shopify (SHOP) | 1.49% | 0% | 67.3% | 11/12/2024 |
 HDFC (HDB) | 1.36% | 1.09% | 100% | - |
 AMD (AMD) | 1.33% | 0.09% | 100% | - |
 Brookfield (BN.US) | 1.24% | 2.23% | 88.97% | - |
 Nu (NU) | 1.18% | 1.74% | 88.97% | - |
 Brookfield (BAM) | 1.12% | 1.53% | 88.97% | - |
 NVIDIA (NVDA) | 1.07% | 0% | 68.2% | 11/21/2024 |
 Whirlpool (WHR) | 1.03% | 1.39% | 84.35% | - |
 Fortinet (FTNT) | 0.95% | 1.1% | 78.23% | - |
 PDD Holdings (PDD) | 0.83% | 1.81% | 83.85% | - |
 GigaCloud (GCT) | 0.83% | 1.7% | 59.68% | - |
 TD (TD) | 0.79% | 1.21% | 88.97% | - |
 RBC (RY) | 0.77% | 0.97% | 88.97% | - |
 MercadoLibre (MELI) | 0.76% | 2.22% | 54.96% | - |
 Amazon (AMZN) | 0.75% | 2.94% | 41.62% | - |
 Allianz (ALV.DE) | 0.63% | 0.87% | 84.35% | - |
 Amgen (AMGN) | 0.63% | 0.75% | 84.35% | - |
 Mercedes-Benz (MBG.DE) | 0.62% | 0.93% | 84.35% | - |
 Deutsche Telekom (DTE.DE) | 0.61% | 0.7% | 84.35% | - |
 Alibaba (BABA) | 0.61% | 2.21% | 54.96% | - |
 Kimberly-Clark (KMB) | 0.58% | 0.64% | 84.35% | - |
 3M (MMM) | 0.56% | 0.77% | 82.45% | - |
 Realty Income (O) | 0.53% | 0.67% | 84.35% | - |
 Warner Bros Discovery (WBD) | 0.47% | 0% | 97.79% | 9/12/2025 |
 ASML (ASML) | 0.37% | 2.08% | 31.39% | - |
 Brookfield Infrastructure (BIP) | 0.33% | 0.42% | 70.21% | - |
 Airbnb (ABNB) | 0.31% | 0.67% | 41.62% | - |
 Bayer (BAYN.DE) | 0.23% | 0.2% | 84.35% | - |
 Ulta (ULTA) | 0.19% | 0.61% | 40.02% | - |
 Uber (UBER) | 0.17% | 0.61% | 29.89% | - |
 BHP (BHP) | 0.16% | 0.51% | 32.4% | - |
 Stellantis (STLA.US) | 0.14% | 0.39% | 32.5% | - |
 Guess? (GES) | 0.13% | 0.5% | 31.19% | - |
 Nestle (NESN.ZU) | 0.1% | 1.36% | 7.22% | - |
 Hims & Hers (HIMS) | 0.1% | 0% | 12.14% | 6/26/2025 |
 Target (TGT) | 0.09% | 0.63% | 12.84% | - |
 UnitedHealth (UNH) | 0.06% | 0.86% | 7.82% | - |
 Duolingo (DUOL) | 0.04% | 0.65% | 5.92% | - |
 Solventum (SOLV) | 0.01% | 0% | 16.65% | 9/16/2024 |
 Pernod Ricard (RI.PA) | 0% | 0.69% | 0.5% | - |
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% |