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Portfolio Diversification
Range
Most Diversified
28 instruments
May 18, 2023
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments
Most Consistent Holdings
Top 5
AAPL99.08%
AMZN98.74%
GOOG98.24%
META98.24%
MSFT98.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 11, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 21.68% | 22.73% | 99.08% | - |
| Microsoft (MSFT) | 17.37% | 15.15% | 98.24% | - |
| Meta (META) | 8.2% | 9.33% | 98.24% | - |
| Alphabet (GOOG) | 7.64% | 16.04% | 98.24% | - |
| Amazon (AMZN) | 6.53% | 5.94% | 98.74% | - |
 S&P Global (SPGI) | 5.24% | 5.69% | 76.24% | - |
 Mastercard (MA) | 4.67% | 10.96% | 94.12% | - |
 Visa (V) | 4.53% | 3.81% | 98.24% | - |
 Coca-Cola (KO) | 4.27% | 5.35% | 93.95% | - |
 Costco (COST) | 3.93% | 4.81% | 89.17% | - |
 VICI Properties (VICI) | 3.42% | 0% | 82.2% | 12/10/2025 |
 Johnson & Johnson (JNJ) | 2.96% | 0% | 72.04% | 7/21/2025 |
 Canadian Pacific (CP) | 2.82% | 0% | 78.09% | 12/10/2025 |
 Bank of America (BAC) | 0.99% | 0% | 22% | 8/31/2023 |
 Roche (ROG.ZU) | 0.56% | 0% | 14.11% | 7/17/2023 |
 Union Pacific (UNP) | 0.37% | 0% | 16.29% | 9/7/2023 |
 Merck (MRK) | 0.37% | 0% | 19.82% | 8/22/2023 |
 Starbucks (SBUX) | 0.29% | 0% | 15.11% | 9/5/2023 |
 Netflix (NFLX) | 0.29% | 0% | 5.04% | 9/21/2023 |
 PepsiCo (PEP) | 0.26% | 0% | 14.86% | 8/22/2023 |
 TSMC (TSM) | 0.26% | 0% | 9.24% | 5/26/2023 |
 McDonald's (MCD) | 0.23% | 0% | 0.84% | 11/28/2022 |
 Nestle (NESN.ZU) | 0.2% | 0% | 14.44% | 7/20/2023 |
 Realty Income (O) | 0.18% | 0% | 12.17% | 8/22/2023 |
 Verizon (VZ) | 0.18% | 0% | 11.25% | 6/12/2023 |
 Texas Roadhouse (TXRH) | 0.16% | 0% | 9.82% | 9/5/2023 |
 Caterpillar (CAT) | 0.15% | 0% | 8.73% | 6/9/2023 |
 Broadcom (AVGO) | 0.14% | 0% | 6.97% | 7/19/2023 |
 ADM (ADM) | 0.13% | 0% | 10.92% | 6/8/2023 |
 Texas Instruments (TXN) | 0.12% | 0% | 8.98% | 6/12/2023 |
 Intel (INTC) | 0.1% | 0% | 4.95% | 2/22/2023 |
 Bitcoin (BTC) | 0.09% | 0% | 0.92% | 11/21/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.08% | 0% | 4.45% | 7/7/2023 |
 Tesla (TSLA) | 0.05% | 0% | 0.25% | 11/28/2022 |
 UBS (UBSG.ZU) | 0.01% | 0% | 0.5% | 4/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 21.2% | 21.98% |
| Microsoft (MSFT) | 17.62% | 17.38% |
| Alphabet (GOOG) | 12.98% | 15.52% |
| Mastercard (MA) | 17.15% | 11.33% |
| Meta (META) | 2.85% | 8.89% |
| S&P Global (SPGI) | 8.41% | 6.34% |
| Amazon (AMZN) | 4.48% | 6.2% |
| Coca-Cola (KO) | 6.71% | 4.39% |
| Visa (V) | 4.3% | 3.94% |
| Costco (COST) | 4.05% | 3.89% |
Cash & Instruments Over Time
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