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Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
14 instruments
January 1, 2022
Average
14 instruments
Most Consistent Holdings
Top 5
AAPL100%
AMZN100%
BA100%
DIS100%
WMT100%
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 |
|---|---|---|---|---|
 Costco (COST) | 15.2% | 15.12% | 100% | - |
 Tesla (TSLA) | 14.26% | 14.77% | 100% | - |
 AMD (AMD) | 11.56% | 12.32% | 100% | - |
| Walmart (WMT) | 10.63% | 13.83% | 100% | - |
 TSMC (TSM) | 8.83% | 14.6% | 100% | - |
| Apple (AAPL) | 6.26% | 5.84% | 100% | - |
| Amazon (AMZN) | 5.52% | 5.11% | 100% | - |
 Etsy (ETSY) | 5.37% | 2.51% | 100% | - |
 Block Inc. (XYZ) | 4.99% | 3.14% | 100% | - |
 Visa (V) | 3.98% | 3.3% | 100% | - |
 PDD Holdings (PDD) | 3.69% | 2.71% | 100% | - |
| Boeing (BA) | 3.34% | 2.78% | 100% | - |
 Moderna (MRNA) | 2.83% | 0.96% | 100% | - |
| Disney (DIS) | 2.27% | 1.52% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 14.9% | 16.88% |
| AMD (AMD) | 10.73% | 13.81% |
| TSMC (TSM) | 5.96% | 13.19% |
| Costco (COST) | 9.54% | 13.16% |
| Walmart (WMT) | 5.96% | 12.54% |
| Apple (AAPL) | 4.77% | 6.22% |
| Amazon (AMZN) | 4.77% | 5.57% |
| Visa (V) | 2.98% | 3.68% |
| Block Inc. (XYZ) | 11.92% | 3.1% |
| PDD Holdings (PDD) | 2.98% | 3.03% |
| Boeing (BA) | 2.98% | 2.63% |
| Etsy (ETSY) | 11.92% | 2.48% |
| Disney (DIS) | 2.98% | 1.71% |
| Moderna (MRNA) | 5.96% | 0.55% |
Cash & Instruments Over Time
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