Portfolio Diversification
Range
Most Diversified
14 instruments
December 17, 2024
Least Diversified
3 instruments
January 2, 2023
Average
5.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
RR.L100%
NIO100%
TSLA26.5%
AMZN25.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 38.71% | 2.1% | 100% | - |
| Rolls-Royce (RR.L) | 37.02% | 11.91% | 100% | - |
| Amazon (AMZN) | 5.39% | 14.61% | 25.91% | - |
 Uber (UBER) | 3.67% | 29.36% | 16.96% | - |
 NVIDIA (NVDA) | 2.63% | 11.24% | 22.73% | - |
 Domino's (DPZ) | 1.62% | 7.37% | 21.44% | - |
| Tesla (TSLA) | 1.53% | 2% | 26.5% | - |
 Hims & Hers (HIMS) | 1.36% | 6.93% | 21.55% | - |
 GEO (GEO) | 0.96% | 2.69% | 21.67% | - |
 Volkswagen (VOW3.DE) | 0.89% | 3.31% | 20.73% | - |
 Coca-Cola Consolidated (COKE) | 0.87% | 2.4% | 21.67% | - |
 McDonald's (MCD) | 0.72% | 2.87% | 19.79% | - |
 Costco (COST) | 0.7% | 2.77% | 19.79% | - |
| Nio (NIO) | 0.53% | 0.01% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 26.67% | 25.85% |
| Rolls-Royce (RR.L) | 9.08% | 12.75% |
| Domino's (DPZ) | 11.74% | 10.07% |
| NVIDIA (NVDA) | 11.79% | 10.05% |
| Uber (UBER) | 7.78% | 6.87% |
| Hims & Hers (HIMS) | 5.56% | 5.06% |
| Volkswagen (VOW3.DE) | 4.72% | 4.57% |
| GEO (GEO) | 3.71% | 4.43% |
| Tesla (TSLA) | 3.09% | 4.39% |
| Apple (AAPL) | 2.11% | 4.13% |
| McDonald's (MCD) | 4.62% | 4.11% |
| Coca-Cola Consolidated (COKE) | 4.2% | 3.94% |
| Costco (COST) | 4.62% | 3.91% |
| Nio (NIO) | 0.31% | 0.02% |