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Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
14 instruments
Most Consistent Holdings
Top 5
AAPL99.75%
DIS99.75%
V99.75%
TSLA99.75%
ETSY99.75%
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) | 15.08% | 12.12% | 99.75% | - |
| Tesla (TSLA) | 14.17% | 11.99% | 99.75% | - |
 AMD (AMD) | 11.9% | 24.51% | 99.75% | - |
 Walmart (WMT) | 10.7% | 10.93% | 99.62% | - |
 TSMC (TSM) | 9.12% | 14.73% | 99.75% | - |
| Apple (AAPL) | 6.21% | 5.75% | 99.75% | - |
 Amazon (AMZN) | 5.47% | 4.86% | 99.43% | - |
| Etsy (ETSY) | 5.19% | 2.44% | 99.75% | - |
 Block Inc. (XYZ) | 4.86% | 2.66% | 99.75% | - |
| Visa (V) | 3.91% | 2.78% | 99.75% | - |
 PDD Holdings (PDD) | 3.61% | 1.86% | 99.75% | - |
 Boeing (BA) | 3.27% | 2.14% | 99.37% | - |
 Moderna (MRNA) | 2.71% | 0.72% | 99.56% | - |
| Disney (DIS) | 2.22% | 1.23% | 99.75% | - |
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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