Portfolio Diversification
Range
Most Diversified
29 instruments
July 29, 2025
Least Diversified
0 instruments
February 3, 2024
Average
21.2 instruments
Most Consistent Holdings
Top 5
NVDA99.45%
LLY96.5%
PANW96.5%
WMT96.32%
MSFT95.58%
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) | 23.48% | 23.16% | 99.45% | - |
 Rolls-Royce (RR.L) | 11.08% | 15% | 95.58% | - |
| Walmart (WMT) | 6.53% | 6.62% | 96.32% | - |
| Palo Alto Networks (PANW) | 6.04% | 2.5% | 96.5% | - |
 Amazon (AMZN) | 5.89% | 3.55% | 95.4% | - |
 Alphabet (GOOG) | 5.79% | 5.63% | 92.63% | - |
| Microsoft (MSFT) | 5.63% | 6.95% | 95.58% | - |
 TSMC (TSM) | 3.88% | 3.17% | 95.4% | - |
| Eli Lilly (LLY) | 2.73% | 1.19% | 96.5% | - |
 Bitcoin (BTC) | 2.64% | 7.17% | 45.12% | - |
 AMD (AMD) | 2.39% | 1.08% | 95.4% | - |
 Shopify (SHOP) | 2.27% | 1.73% | 92.63% | - |
 SAP (SAP) | 2.2% | 2.13% | 66.11% | - |
 Micron (MU) | 1.92% | 1.82% | 66.11% | - |
 Meta (META) | 1.91% | 1.08% | 95.03% | - |
 Adobe (ADBE) | 1.91% | 0.59% | 92.63% | - |
 BlackRock (BLK) | 1.71% | 0.93% | 91.16% | - |
 Uber (UBER) | 1.65% | 2.02% | 80.29% | - |
 Target (TGT) | 1.63% | 0.46% | 94.29% | - |
 LVMH (MC.PA) | 1.43% | 0.36% | 95.58% | - |
 Autozone (AZO) | 1.27% | 0.88% | 80.29% | - |
 Lululemon (LULU) | 1.08% | 0% | 61.88% | 1/27/2025 |
 Berkshire Hathaway (BRK.B) | 0.86% | 1.42% | 39.41% | - |
 Novo-Nordisk (NVO) | 0.7% | 0.27% | 68.51% | - |
 Visa (V) | 0.41% | 2.32% | 15.84% | - |
 Dogecoin (DOGE) | 0.28% | 0.34% | 45.12% | - |
 Costco (COST) | 0.26% | 1.29% | 15.84% | - |
 Cheniere (LNG) | 0.23% | 3.35% | 7% | - |
 Mastercard (MA) | 0.13% | 1.77% | 7.18% | - |
 Ralph Lauren (RL) | 0.01% | 1.12% | 0.74% | - |
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% |