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Portfolio Diversification
Range
Most Diversified
35 instruments
January 20, 2022
Least Diversified
0 instruments
April 4, 2026
Average
20.5 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
DIS99.87%
TSLA99.87%
PYPL99.87%
TLT99.87%
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) | 9.56% | 30.11% | 99.87% | - |
| Tesla (TSLA) | 7.01% | 15.64% | 99.87% | - |
 Oracle (ORCL) | 6.59% | 13.42% | 98.64% | - |
 Microsoft (MSFT) | 6.07% | 10.75% | 99.22% | - |
| Disney (DIS) | 5.19% | 8.66% | 99.87% | - |
 Adobe (ADBE) | 5.14% | 5.06% | 99.42% | - |
| PayPal (PYPL) | 5.07% | 3.51% | 99.87% | - |
 Alibaba (BABA) | 4.15% | 0% | 72.38% | 2/20/2025 |
 Intel (INTC) | 3.91% | 0% | 95.39% | 2/9/2026 |
 TripAdvisor (TRIP) | 3.53% | 0% | 97.01% | 3/6/2026 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 3.23% | 8.01% | 99.87% | - |
 Citi (C) | 2.62% | 0% | 50.68% | 3/21/2024 |
 Netflix (NFLX) | 2.55% | 0% | 41.91% | 11/13/2023 |
 Amazon (AMZN) | 1.78% | 0% | 51.4% | 4/1/2024 |
 JPMorgan (JPM) | 1.58% | 0% | 29.89% | 5/1/2023 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.57% | 2.42% | 99.87% | - |
 NVIDIA (NVDA) | 1.51% | 0% | 30.93% | 5/17/2023 |
 Nio (NIO) | 1.38% | 2.36% | 99.87% | - |
 Apple (AAPL) | 1.33% | 0% | 44.38% | 12/14/2023 |
 Mastercard (MA) | 1.32% | 0% | 23% | 1/12/2023 |
 Salesforce (CRM) | 1.15% | 0% | 30.93% | 5/17/2023 |
 AT&T (T) | 1.11% | 0% | 42.82% | 11/20/2023 |
 Meta (META) | 1.04% | 0% | 29.63% | 4/27/2023 |
 Pinterest (PINS) | 0.91% | 0% | 42.43% | 11/14/2023 |
 Snapchat (SNAP) | 0.87% | 0% | 97.01% | 3/6/2026 |
 Cisco (CSCO) | 0.87% | 0% | 36.39% | 8/29/2023 |
 Uber (UBER) | 0.79% | 0% | 32.62% | 6/12/2023 |
 Berkshire Hathaway (BRK.B) | 0.54% | 0% | 20.14% | 11/21/2022 |
 Boeing (BA) | 0.47% | 0% | 21.25% | 12/13/2022 |
 Okta (OKTA) | 0.38% | 0% | 44.7% | 12/19/2023 |
 Warner Bros Discovery (WBD) | 0.37% | 0% | 79.01% | 9/11/2025 |
 Johnson & Johnson (JNJ) | 0.35% | 0% | 18.52% | 10/27/2022 |
 Vale (VALE) | 0.28% | 0% | 4.03% | 3/3/2022 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.14% | 0% | 7.15% | 4/21/2022 |
 McDonald's (MCD) | 0.14% | 0% | 6.17% | 4/6/2022 |
 easyJet (EZJ.L) | 0.06% | 0% | 1.56% | 1/24/2022 |
 Spotify (SPOT) | 0.02% | 0% | 0.32% | 1/5/2022 |
 Capital One (COF) | 0.01% | 0% | 0.45% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 9.96% | 23.66% |
| Tesla (TSLA) | 7.47% | 15.07% |
| Oracle (ORCL) | 5.48% | 12.34% |
| Microsoft (MSFT) | 6.81% | 10.46% |
| Disney (DIS) | 11.62% | 7.81% |
| Intel (INTC) | 9.96% | 6.68% |
| Adobe (ADBE) | 8.3% | 5.99% |
| SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 5.31% | 5.95% |
| TripAdvisor (TRIP) | 9.96% | 4.16% |
| PayPal (PYPL) | 6.23% | 3.36% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.32% | 2.03% |
| Nio (NIO) | 8.3% | 1.51% |
| Snapchat (SNAP) | 7.14% | 0.86% |
Cash & Instruments Over Time
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