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Portfolio Diversification
Range
Most Diversified
35 instruments
March 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
32.1 instruments
Most Consistent Holdings
Top 5
AAPL99.8%
GOOG99.8%
KO99.8%
MCD99.8%
WMT99.8%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 21.89% | 1.21% | 99.8% | - |
| Alphabet (GOOG) | 5.72% | 2.6% | 99.8% | - |
 AMD (AMD) | 4.97% | 12.26% | 99.8% | - |
 NVIDIA (NVDA) | 4.9% | 8.69% | 99.8% | - |
 Palantir (PLTR) | 4.4% | 10.48% | 99.8% | - |
| Apple (AAPL) | 4.14% | 0.67% | 99.8% | - |
 Visa (V) | 2.91% | 0.78% | 99.8% | - |
 Broadcom (AVGO) | 2.84% | 4.78% | 99.73% | - |
| Walmart (WMT) | 2.68% | 1.48% | 99.8% | - |
 Mastercard (MA) | 2.66% | 0.81% | 99.8% | - |
 Netflix (NFLX) | 2.63% | 1.19% | 99.8% | - |
 Bitcoin (BTC) | 2.49% | 3.39% | 99.8% | - |
 Shopify (SHOP) | 2.06% | 0.78% | 99.8% | - |
| McDonald's (MCD) | 1.93% | 0.71% | 99.8% | - |
| Coca-Cola (KO) | 1.9% | 0.71% | 99.8% | - |
 Realty Income (O) | 1.87% | 0.56% | 99.8% | - |
 Roku (ROKU) | 1.7% | 0.95% | 99.8% | - |
 Lockheed Martin (LMT) | 1.65% | 2.44% | 96.71% | - |
 Block Inc. (XYZ) | 1.64% | 0.57% | 99.8% | - |
 ExxonMobil (XOM) | 1.48% | 0.63% | 99.8% | - |
 Persimmon (PSN.L) | 1.44% | 0% | 94.77% | 12/18/2025 |
 Equinix (EQIX) | 1.36% | 0.84% | 99.8% | - |
 PayPal (PYPL) | 1.36% | 0% | 94.77% | 12/18/2025 |
 Unity (U) | 1.34% | 0.36% | 99.53% | - |
 Trimble (TRMB) | 1.27% | 0.61% | 99.8% | - |
 Ethereum (ETH) | 1.24% | 0.4% | 99.8% | - |
 ASML (ASML) | 1.2% | 1.09% | 72.75% | - |
 UiPath (PATH) | 0.97% | 0.36% | 99.8% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.85% | 0% | 90.34% | 12/18/2025 |
 Cardano (ADA) | 0.79% | 0% | 89.13% | 12/18/2025 |
 CRISPR Therapeutics (CRSP) | 0.71% | 0% | 94.77% | 12/18/2025 |
 Johnson & Johnson (JNJ) | 0.3% | 0% | 27.79% | 3/15/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.27% | 8.98% | 5.1% | - |
 iShares Select Dividend ETF (DVY) | 0.1% | 0% | 28.12% | 3/20/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.08% | 0% | 27.32% | 3/7/2023 |
 Invitae Corp (NVTAQ) | 0.06% | 0% | 58.79% | 8/20/2024 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.06% | 0% | 27.05% | 3/3/2023 |
 Palantir Technologies Inc. (PLTR.RTH) | 0.01% | 2.57% | 0.54% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 7.4% | 10.54% |
| Palantir (PLTR) | 1.74% | 5.92% |
| NVIDIA (NVDA) | 4.03% | 5.31% |
| Alphabet (GOOG) | 1.2% | 2.62% |
| Broadcom (AVGO) | 1.72% | 2.6% |
| Schwab US Dividend Equity ETF (SCHD) | 2.99% | 2.28% |
| Lockheed Martin (LMT) | 2.09% | 1.7% |
| Tesla (TSLA) | 0.21% | 1.32% |
| Walmart (WMT) | 0.6% | 1.27% |
| Bitcoin (BTC) | 0.28% | 1.18% |
| Netflix (NFLX) | 0.27% | 1.13% |
| Shopify (SHOP) | 0.21% | 1.03% |
| Roku (ROKU) | 0.6% | 1.02% |
| Mastercard (MA) | 0.6% | 0.87% |
| Visa (V) | 0.6% | 0.84% |
| Unity (U) | 0.6% | 0.83% |
| ASML (ASML) | 0.6% | 0.8% |
| Trimble (TRMB) | 0.6% | 0.69% |
| Apple (AAPL) | 0.3% | 0.67% |
| Equinix (EQIX) | 0.71% | 0.65% |
| McDonald's (MCD) | 0.6% | 0.64% |
| Coca-Cola (KO) | 0.6% | 0.6% |
| Ethereum (ETH) | 0.32% | 0.58% |
| Block Inc. (XYZ) | 0.6% | 0.56% |
| UiPath (PATH) | 0.6% | 0.53% |
| ExxonMobil (XOM) | 0.31% | 0.48% |
| Realty Income (O) | 0.6% | 0.46% |
Cash & Instruments Over Time
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