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Portfolio Diversification
Range
Most Diversified
66 instruments
December 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
42.5 instruments
Most Consistent Holdings
Top 5
AMZN99.6%
AAPL96.99%
MSFT96.86%
META95.99%
AXP94.45%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 10.6% | 0% | 96.99% | 3/3/2026 |
| Microsoft (MSFT) | 9.61% | 0% | 96.86% | 1/21/2026 |
 NVIDIA (NVDA) | 6.29% | 0% | 93.58% | 2/27/2026 |
| Amazon (AMZN) | 6.03% | 0% | 99.6% | 3/3/2026 |
| Meta (META) | 3.73% | 0% | 95.99% | 1/8/2026 |
 Alphabet (GOOG) | 3.44% | 0% | 89.9% | 3/3/2026 |
 Alphabet (GOOGL) | 3.08% | 0% | 88.03% | 9/11/2025 |
 JPMorgan (JPM) | 2.48% | 0% | 85.82% | 3/3/2026 |
 Tesla (TSLA) | 2.04% | 0% | 74.85% | 7/21/2025 |
 Berkshire Hathaway (BRK.B) | 1.93% | 0% | 86.49% | 8/19/2025 |
 Visa (V) | 1.81% | 0% | 93.24% | 11/28/2025 |
 Eli Lilly (LLY) | 1.78% | 0% | 76.32% | 11/5/2025 |
 iShares MSCI India ETF (INDA) | 1.77% | 0% | 41.61% | 2/18/2025 |
 Broadcom (AVGO) | 1.76% | 0% | 79.53% | 8/4/2025 |
 Johnson & Johnson (JNJ) | 1.72% | 0% | 80.94% | 5/28/2025 |
 Bank of America (BAC) | 1.7% | 0% | 88.09% | 3/3/2026 |
| American Express (AXP) | 1.68% | 0% | 94.45% | 2/27/2026 |
 Costco (COST) | 1.53% | 0% | 92.84% | 11/25/2025 |
 UnitedHealth (UNH) | 1.49% | 0% | 74.05% | 7/9/2025 |
 Home Depot (HD) | 1.4% | 0% | 83.68% | 7/8/2025 |
 TSMC (TSM) | 1.32% | 0% | 57.93% | 9/9/2025 |
 Procter & Gamble (PG) | 1.3% | 0% | 70.97% | 6/5/2025 |
 ExxonMobil (XOM) | 1.29% | 0% | 72.44% | 7/18/2025 |
 Mastercard (MA) | 1.24% | 0% | 77.93% | 7/11/2025 |
 Coca-Cola (KO) | 1.15% | 0% | 80.87% | 5/27/2025 |
 Chevron (CVX) | 1.11% | 0% | 74.05% | 4/14/2025 |
 Snowflake (SNOW) | 1.03% | 0% | 15.59% | 2/27/2026 |
 Pfizer (PFE) | 0.94% | 0% | 72.98% | 1/28/2025 |
 Abbott (ABT) | 0.92% | 0% | 79.06% | 4/30/2025 |
 Accenture (ACN) | 0.86% | 0% | 81.81% | 7/11/2025 |
 PepsiCo (PEP) | 0.86% | 0% | 76.92% | 7/9/2025 |
 Palantir (PLTR) | 0.81% | 0% | 27.83% | 2/27/2026 |
 Walmart (WMT) | 0.81% | 11.35% | 65.15% | - |
 ASML (ASML.NV) | 0.74% | 0% | 57.19% | 5/14/2025 |
 AbbVie (ABBV) | 0.74% | 0% | 65.62% | 5/29/2025 |
 NextEra (NEE) | 0.74% | 0% | 69.03% | 1/28/2025 |
 Nike (NKE) | 0.72% | 0% | 69.23% | 12/3/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.71% | 0% | 57.06% | 5/12/2025 |
 Nestle (NESN.ZU) | 0.71% | 0% | 56.86% | 1/17/2025 |
 Merck (MRK) | 0.71% | 0% | 60.6% | 4/14/2025 |
 McDonald's (MCD) | 0.7% | 0% | 72.04% | 5/12/2025 |
 Intel (INTC) | 0.7% | 0% | 68.96% | 11/29/2024 |
 Lowe's (LOW) | 0.69% | 0% | 69.16% | 1/30/2025 |
 Union Pacific (UNP) | 0.65% | 0% | 69.03% | 1/28/2025 |
 Rolls-Royce (RR.L) | 0.65% | 0% | 6.56% | 3/3/2026 |
 Netflix (NFLX) | 0.62% | 0% | 21.94% | 10/13/2025 |
 ASML (ASML) | 0.62% | 0% | 26.82% | 9/22/2025 |
 Roche (ROG.ZU) | 0.59% | 0% | 64.48% | 5/12/2025 |
 AT&T (T) | 0.55% | 0% | 65.35% | 1/31/2025 |
 Shell (SHEL) | 0.54% | 0% | 60% | 4/29/2025 |
 Thermo Fisher (TMO) | 0.54% | 0% | 60.6% | 4/14/2025 |
 Tencent (0700.HK) | 0.53% | 0% | 53.31% | 7/9/2025 |
 AstraZeneca (AZN) | 0.52% | 0% | 57.99% | 4/29/2025 |
 Cisco (CSCO) | 0.5% | 0% | 62.81% | 7/10/2025 |
 iShares MSCI Brazil UCITS ETF (Dist) (IBZL.L) | 0.5% | 0% | 36.86% | 2/5/2025 |
 Disney (DIS) | 0.46% | 0% | 59% | 4/14/2025 |
 LVMH (MC.PA) | 0.46% | 0% | 53.44% | 4/14/2025 |
 Samsung (SMSN.L) | 0.39% | 0% | 42.94% | 2/3/2025 |
 IAG (IAG.L) | 0.38% | 0% | 4.01% | 3/3/2026 |
 Salesforce (CRM) | 0.34% | 0% | 31.44% | 7/18/2025 |
 Goldman Sachs (GS) | 0.31% | 0% | 3.61% | 3/3/2026 |
 Linde (LIN) | 0.26% | 0% | 39.73% | 7/17/2025 |
 Solana (SOL) | 0.26% | 0% | 16.39% | 11/17/2024 |
 iShares MSCI Saudi Arabia Capped UCITS ETF (IUSS.DE) | 0.25% | 0% | 27.16% | 4/15/2025 |
 Adobe (ADBE) | 0.24% | 0% | 30.64% | 2/3/2025 |
 Oracle (ORCL) | 0.22% | 0% | 15.18% | 7/15/2025 |
 Reddit Inc (RDDT) | 0.18% | 0% | 19.4% | 1/28/2025 |
 SAP (SAP.DE) | 0.17% | 0% | 22.88% | 7/9/2025 |
 Novo-Nordisk (NVO) | 0.13% | 0% | 2.61% | 10/31/2025 |
 AMD (AMD) | 0.12% | 0% | 12.44% | 7/9/2025 |
 Thales (HO.PA) | 0.12% | 0% | 2.88% | 3/3/2026 |
 BAE Systems (BA.L) | 0.11% | 0% | 2.88% | 3/3/2026 |
 Rheinmetall (RHM.DE) | 0.11% | 0% | 2.74% | 3/3/2026 |
 Wells Fargo (WFC) | 0.07% | 0% | 7.22% | 4/14/2025 |
 iShares MSCI China ETF (MCHI) | 0.06% | 0% | 6.49% | 2/5/2025 |
 American Public Education Inc (APEI) | 0.04% | 11.72% | 0.33% | - |
 Micron (MU) | 0.04% | 11.25% | 0.33% | - |
 Cardinal Health (CAH) | 0.04% | 11.35% | 0.33% | - |
 Gilead Sciences (GILD) | 0.04% | 10.81% | 1.4% | - |
 Bitcoin (BTC) | 0.04% | 0% | 9.43% | 11/10/2024 |
 Casey's (CASY) | 0.04% | 11.27% | 0.33% | - |
 TD (TD) | 0.04% | 11.08% | 0.33% | - |
 IBM (IBM) | 0.04% | 0% | 5.15% | 7/10/2025 |
 McKesson (MCK) | 0.04% | 10.8% | 0.33% | - |
 AUD/JPY (AUDJPY) | 0.04% | 0% | 1.74% | 8/29/2023 |
 Shiba (in millions) (SHIBxM) | 0.04% | 0% | 1.87% | 4/11/2024 |
 Itau Unibanco (ITUB) | 0.03% | 10.11% | 0.33% | - |
 EUR/CHF (EURCHF) | 0.03% | 0% | 1.2% | 7/11/2023 |
 SoFi (SOFI) | 0.02% | 0% | 4.28% | 1/28/2025 |
 SPDR Gold (GLD) | 0.02% | 0% | 0.27% | 3/3/2026 |
 Fetch.ai (FET) | 0.01% | 0% | 2.14% | 4/11/2024 |
 GE (GE) | 0.01% | 0% | 1.2% | 8/4/2025 |
 iShares Silver Trust (SLV) | 0.01% | 0% | 0.27% | 3/3/2026 |
 FTA (YMM) | 0.01% | 0% | 2.68% | 1/8/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.47% | 9/6/2023 |
 Orchard Therapeutics plc-ADR (ORTX) | 0.01% | 0% | 0.47% | 9/26/2023 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.6% | 9/18/2023 |
 Oddity Tech (ODD) | 0.01% | 0% | 2.27% | 1/14/2025 |
 USD/NOK (USDNOK) | 0.01% | 0% | 0.47% | 7/25/2023 |
 GBP/CHF (GBPCHF) | 0.01% | 0% | 0.47% | 8/2/2023 |
 Verve Therapeutics (VERV) | 0.01% | 0% | 0.4% | 10/2/2023 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 0.4% | 7/18/2023 |
 AUD/CHF (AUDCHF) | 0.01% | 0% | 0.4% | 9/14/2023 |
 Rio Tinto (RIO.L) | 0.01% | 0% | 1.4% | 1/29/2025 |
 Saint-Gobain (SGO.PA) | 0.01% | 0% | 1% | 1/29/2025 |
 EUR/AUD (EURAUD) | 0.01% | 0% | 0.47% | 6/23/2023 |
 NZD/CAD (NZDCAD) | 0.01% | 0% | 0.4% | 7/3/2023 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.54% | 8/15/2024 |
 USD/MXN (USDMXN) | 0% | 0% | 0.54% | 10/19/2023 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0% | 0% | 0.27% | 10/17/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.87% | 3/2/2024 |
 Terawulf (WULF) | 0% | 0% | 0.74% | 11/25/2024 |
 eToro Group LTD (ETOR) | 0% | 0% | 0.87% | 5/27/2025 |
 Comfort Systems USA (FIX) | 0% | 0% | 0.33% | 2/3/2025 |
 Emcor (EME) | 0% | 0% | 0.33% | 2/3/2025 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.13% | 9/19/2023 |
 Orchid (OXT) | 0% | 0% | 0.54% | 4/9/2024 |
 Lumentum (LITE) | 0% | 0% | 0.54% | 12/11/2024 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0% | 0% | 0.47% | 8/22/2024 |
 USD/CAD (USDCAD) | 0% | 0% | 0.07% | 7/12/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.13% | 10/13/2023 |
 USD/CHF (USDCHF) | 0% | 0% | 0.07% | 9/7/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.2% | 8/26/2024 |
 AUD/NZD (AUDNZD) | 0% | 0% | 0.07% | 7/26/2023 |
 Western Digital (WDC) | 0% | 0.26% | 0.33% | - |
 EUR/USD (EURUSD) | 0% | 0% | 0.07% | 7/27/2023 |
 Quant (QNT) | 0% | 0% | 0.07% | 5/12/2025 |
 Dogecoin (DOGE) | 0% | 0% | 0.07% | 11/7/2024 |
 Ethereum (ETH) | 0% | 0% | 0.07% | 5/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 9.1% | 9.13% |
| Amazon (AMZN) | 9.14% | 8.74% |
| JPMorgan (JPM) | 8.7% | 8.56% |
| Microsoft (MSFT) | 8.37% | 8.13% |
| Snowflake (SNOW) | 8.95% | 8.05% |
| Bank of America (BAC) | 8.35% | 7.89% |
| American Express (AXP) | 7.58% | 7.78% |
| Alphabet (GOOG) | 5.79% | 7.08% |
| Meta (META) | 6.48% | 6.75% |
| NVIDIA (NVDA) | 2.24% | 4.59% |
| Apple (AAPL) | 4.1% | 3.74% |
Cash & Instruments Over Time
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