Portfolio Diversification
Range
Most Diversified
26 instruments
May 8, 2025
Least Diversified
0 instruments
February 3, 2024
Average
20.5 instruments
Most Consistent Holdings
Top 5
NVDA99.38%
LLY96.08%
PANW96.08%
WMT95.88%
MSFT95.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 23.61% | 21.79% | 99.38% | - |
 Rolls-Royce (RR.L) | 10.67% | 15.08% | 95.05% | - |
| Walmart (WMT) | 6.43% | 8.5% | 95.88% | - |
| Palo Alto Networks (PANW) | 6.38% | 3.57% | 96.08% | - |
 Amazon (AMZN) | 6.12% | 4.19% | 94.85% | - |
 Alphabet (GOOG) | 5.85% | 5.45% | 91.75% | - |
| Microsoft (MSFT) | 5.52% | 6.64% | 95.05% | - |
 TSMC (TSM) | 3.94% | 3.28% | 94.85% | - |
| Eli Lilly (LLY) | 2.88% | 1.52% | 96.08% | - |
 AMD (AMD) | 2.56% | 0.92% | 94.85% | - |
 Shopify (SHOP) | 2.32% | 1.87% | 91.75% | - |
 Bitcoin (BTC) | 2.19% | 6.6% | 38.56% | - |
 SAP (SAP) | 2.17% | 2.86% | 62.06% | - |
 Adobe (ADBE) | 2.05% | 0.86% | 91.75% | - |
 Meta (META) | 2.01% | 1.18% | 94.43% | - |
 Micron (MU) | 1.88% | 2.16% | 62.06% | - |
 BlackRock (BLK) | 1.8% | 1.04% | 90.1% | - |
 Target (TGT) | 1.76% | 0.55% | 93.61% | - |
 Uber (UBER) | 1.57% | 2.41% | 77.94% | - |
 LVMH (MC.PA) | 1.55% | 0.46% | 95.05% | - |
 Autozone (AZO) | 1.31% | 1.1% | 77.94% | - |
 Lululemon (LULU) | 1.2% | 0% | 69.28% | 1/27/2025 |
 Berkshire Hathaway (BRK.B) | 0.77% | 1.88% | 32.16% | - |
 Novo-Nordisk (NVO) | 0.72% | 0.5% | 64.74% | - |
 Dogecoin (DOGE) | 0.27% | 0.39% | 38.56% | - |
 Visa (V) | 0.14% | 3.09% | 5.77% | - |
 Costco (COST) | 0.11% | 1.83% | 5.77% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 19.22% | 21.51% |
| Rolls-Royce (RR.L) | 11.85% | 13.07% |
| Walmart (WMT) | 8.57% | 9.38% |
| Amazon (AMZN) | 5.58% | 6.23% |
| Bitcoin (BTC) | 6.85% | 5.76% |
| Alphabet (GOOG) | 5.52% | 5.64% |
| Palo Alto Networks (PANW) | 4.01% | 4.59% |
| TSMC (TSM) | 4.3% | 4.58% |
| Microsoft (MSFT) | 4.13% | 3.75% |
| SAP (SAP) | 2.92% | 3.2% |
| Shopify (SHOP) | 2.44% | 2.63% |
| Micron (MU) | 2.92% | 2.48% |
| Berkshire Hathaway (BRK.B) | 2.66% | 2.39% |
| Eli Lilly (LLY) | 2.48% | 2.18% |
| BlackRock (BLK) | 1.39% | 1.52% |
| Meta (META) | 1.34% | 1.44% |
| AMD (AMD) | 2.14% | 1.32% |
| Autozone (AZO) | 1.34% | 1.31% |
| Uber (UBER) | 1.59% | 1.31% |
| Adobe (ADBE) | 1.87% | 1.3% |
| Target (TGT) | 1.34% | 1.07% |
| Lululemon (LULU) | 1.35% | 1.01% |
| LVMH (MC.PA) | 1.34% | 0.91% |
| Dogecoin (DOGE) | 1.38% | 0.89% |
| Novo-Nordisk (NVO) | 1.45% | 0.85% |