Portfolio Diversification
Range
Most Diversified
35 instruments
January 20, 2022
Least Diversified
13 instruments
September 12, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
GOOG100%
DIS100%
INTC100%
TSLA100%
TRIP100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 8.02% | 23.39% | 100% | - |
| Tesla (TSLA) | 6.24% | 15.37% | 100% | - |
 Oracle (ORCL) | 6.12% | 12.01% | 98.65% | - |
 Microsoft (MSFT) | 5.69% | 10.35% | 99.29% | - |
 PayPal (PYPL) | 5.25% | 3.54% | 100% | - |
 Adobe (ADBE) | 5.12% | 6.1% | 99.5% | - |
| Disney (DIS) | 4.92% | 7.66% | 100% | - |
 Alibaba (BABA) | 4.53% | 0% | 79.01% | 2/20/2025 |
| Intel (INTC) | 3.95% | 6.84% | 100% | - |
| TripAdvisor (TRIP) | 3.63% | 4.33% | 100% | - |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 2.9% | 6.01% | 100% | - |
 Citi (C) | 2.86% | 0% | 55.32% | 3/21/2024 |
 Netflix (NFLX) | 2.79% | 0% | 45.74% | 11/13/2023 |
 Amazon (AMZN) | 1.94% | 0% | 56.1% | 4/1/2024 |
 JPMorgan (JPM) | 1.72% | 0% | 32.62% | 5/1/2023 |
 NVIDIA (NVDA) | 1.65% | 0% | 33.76% | 5/17/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.51% | 2.04% | 100% | - |
 Apple (AAPL) | 1.45% | 0% | 48.44% | 12/14/2023 |
 Mastercard (MA) | 1.44% | 0% | 25.11% | 1/12/2023 |
 Nio (NIO) | 1.34% | 1.49% | 100% | - |
 Salesforce (CRM) | 1.26% | 0% | 33.76% | 5/17/2023 |
 AT&T (T) | 1.21% | 0% | 46.74% | 11/20/2023 |
 Meta (META) | 1.14% | 0% | 32.34% | 4/27/2023 |
 Pinterest (PINS) | 0.99% | 0% | 46.31% | 11/14/2023 |
 Cisco (CSCO) | 0.95% | 0% | 39.72% | 8/29/2023 |
 Snapchat (SNAP) | 0.91% | 0.78% | 100% | - |
 Uber (UBER) | 0.86% | 0% | 35.6% | 6/12/2023 |
 Berkshire Hathaway (BRK.B) | 0.59% | 0% | 21.99% | 11/21/2022 |
 Boeing (BA) | 0.51% | 0% | 23.19% | 12/13/2022 |
 Okta (OKTA) | 0.42% | 0% | 48.79% | 12/19/2023 |
 Warner Bros Discovery (WBD) | 0.4% | 0% | 86.24% | 9/11/2025 |
 Johnson & Johnson (JNJ) | 0.38% | 0% | 20.21% | 10/27/2022 |
 Vale (VALE) | 0.3% | 0% | 4.4% | 3/3/2022 |
 Energy Select Sector SPDR (XLE) | 0.15% | 0% | 7.8% | 4/21/2022 |
 McDonald's (MCD) | 0.15% | 0% | 6.74% | 4/6/2022 |
 easyJet (EZJ.L) | 0.07% | 0% | 1.7% | 1/24/2022 |
 Spotify (SPOT) | 0.02% | 0% | 0.35% | 1/5/2022 |
 Capital One (COF) | 0.01% | 0% | 0.5% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.74% | 10.21% |
| Tesla (TSLA) | 4.31% | 9.63% |
| Oracle (ORCL) | 3.16% | 7.51% |
| PayPal (PYPL) | 9.57% | 6.49% |
| Microsoft (MSFT) | 3.92% | 6.49% |
| Alibaba (BABA) | 10.53% | 6.2% |
| Disney (DIS) | 6.7% | 5.44% |
| Adobe (ADBE) | 4.79% | 5.42% |
| SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 3.06% | 3.13% |
| TripAdvisor (TRIP) | 5.74% | 3% |
| Intel (INTC) | 5.74% | 2.58% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.91% | 1.45% |
| Nio (NIO) | 4.79% | 0.92% |
| Snapchat (SNAP) | 4.12% | 0.82% |
| Warner Bros Discovery (WBD) | 0.89% | 0.46% |