Portfolio Diversification
Range
Most Diversified
11 instruments
November 23, 2023
Least Diversified
0 instruments
February 2, 2025
Average
6.3 instruments
Most Consistent Holdings
Top 5
GOOG91.33%
META65.51%
NFLX62.32%
RACE40.78%
V37.77%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 20.37% | 0% | 91.33% | 2/1/2025 |
 Amazon (AMZN) | 16.09% | 0% | 32.85% | 1/18/2023 |
 NVIDIA (NVDA) | 10.3% | 0% | 35.77% | 12/12/2023 |
| Meta (META) | 10.17% | 0% | 65.51% | 2/1/2025 |
| Netflix (NFLX) | 6.27% | 0% | 62.32% | 2/1/2025 |
 Tesla (TSLA) | 4.91% | 0% | 27.46% | 11/9/2023 |
 LVMH (MC.PA) | 4.8% | 0% | 37.77% | 2/1/2025 |
| Visa (V) | 3.95% | 0% | 37.77% | 2/1/2025 |
 Allegro MicroSystems (ALGM) | 2.7% | 0% | 7.3% | 4/25/2023 |
 Vanguard S&P 500 ETF (VOO) | 2.57% | 0% | 23.27% | 7/9/2024 |
 Booking (BKNG) | 2.51% | 0% | 24.36% | 2/1/2025 |
| Ferrari (RACE) | 2.3% | 0% | 40.78% | 2/1/2025 |
 Airbnb (ABNB) | 1.78% | 0% | 21.53% | 11/9/2023 |
 Microsoft (MSFT) | 1.73% | 0% | 26.19% | 12/12/2023 |
 PDD Holdings (PDD) | 1.42% | 0% | 12.96% | 2/1/2025 |
 e.l.f. (ELF) | 1.32% | 0% | 26.46% | 9/9/2024 |
 Brookfield (BN.US) | 0.87% | 0% | 8.58% | 2/1/2025 |
 Enphase (ENPH) | 0.83% | 0% | 20.8% | 7/9/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.58% | 0% | 7.76% | 2/15/2024 |
 Berkshire Hathaway (BRK.B) | 0.42% | 0% | 2.46% | 2/2/2023 |
 Supermicro (SMCI) | 0.33% | 0% | 1.55% | 3/10/2023 |
 ExxonMobil (XOM) | 0.25% | 0% | 1.73% | 1/24/2023 |
 AstraZeneca (AZN) | 0.22% | 0% | 2.28% | 1/31/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.22% | 0% | 1.82% | 12/12/2023 |
 iShares Physical Gold ETC (PPFB.DE) | 0.13% | 0% | 2.65% | 2/1/2025 |
 Meritage Homes (MTH) | 0.1% | 0% | 1.37% | 2/17/2023 |
 Axcelis (ACLS) | 0.1% | 0% | 0.73% | 2/17/2023 |
 MercadoLibre (MELI) | 0.1% | 0% | 0.91% | 2/9/2023 |
 Mobileye (MBLY) | 0.08% | 0% | 1.19% | 2/22/2023 |
 Bitcoin (BTC) | 0% | 0% | 0.09% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 20.09% | 22.53% |
| Meta (META) | 10.01% | 14.9% |
| Booking (BKNG) | 14.31% | 13.65% |
| Visa (V) | 14.8% | 13.21% |
| Netflix (NFLX) | 7.72% | 11.74% |
| LVMH (MC.PA) | 16.91% | 11.21% |
| Brookfield (BN.US) | 9.85% | 7.37% |
| Ferrari (RACE) | 4.97% | 4.57% |