Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 12.72% | 5.89% | 91.72% | - |
 Apple (AAPL) | 11.26% | 0.7% | 76.18% | - |
 NVIDIA (NVDA) | 10.22% | 10.91% | 49.9% | - |
 Microsoft (MSFT) | 8.21% | 8.49% | 63.7% | - |
 ConocoPhillips (COP) | 6.97% | 0% | 11.66% | 11/4/2022 |
 ExxonMobil (XOM) | 3.73% | 1.54% | 22.7% | - |
 Chevron (CVX) | 2.84% | 1.51% | 36.5% | - |
 Meta (META) | 2.8% | 4.12% | 43.35% | - |
 Amazon (AMZN) | 2.54% | 5.64% | 29.35% | - |
 Adobe (ADBE) | 2.41% | 0% | 34.56% | 4/19/2024 |
 Tesla (TSLA) | 1.8% | 1.16% | 19.73% | - |
 Bitcoin (BTC) | 1.69% | 0.47% | 51.74% | - |
 Visa (V) | 1.2% | 0% | 11.55% | 5/19/2023 |
 Mastercard (MA) | 1.15% | 0% | 11.55% | 5/19/2023 |
 Netflix (NFLX) | 1.13% | 1.61% | 18.61% | - |
 Alphabet (GOOGL) | 1.13% | 0% | 1.23% | 5/17/2022 |
 Dell (DELL) | 1% | 5.68% | 18% | - |
 Citi (C) | 0.92% | 0% | 7.36% | 4/28/2022 |
 Chegg (CHGG) | 0.6% | 0% | 7.98% | 6/18/2024 |
 Shell (SHEL) | 0.53% | 0% | 5.01% | 4/28/2022 |
 Coca-Cola (KO) | 0.53% | 0% | 17.28% | 1/31/2024 |
 Target (TGT) | 0.44% | 0% | 9.3% | 11/17/2023 |
 BNP Paribas (BNP.PA) | 0.43% | 0% | 5.83% | 5/10/2022 |
 BAT (BATS.L) | 0.4% | 0% | 4.09% | 9/27/2023 |
 SolarEdge (SEDG) | 0.37% | 0% | 7.67% | 10/26/2023 |
 Delta (DAL) | 0.31% | 3.13% | 10.63% | - |
 Broadcom (AVGO) | 0.31% | 3.71% | 10.53% | - |
 Lonza (LONN.ZU) | 0.28% | 0% | 9.1% | 5/23/2024 |
 Intel (INTC) | 0.25% | 2.14% | 10.33% | - |
 Boeing (BA) | 0.24% | 0% | 5.93% | 5/31/2024 |
 CVS Health (CVS) | 0.23% | 3.6% | 8.38% | - |
 JPMorgan (JPM) | 0.22% | 0% | 1.84% | 10/16/2022 |
 Goldman Sachs (GS) | 0.22% | 1.53% | 6.85% | - |
 Gerresheimer (GXI.DE) | 0.21% | 0% | 9.1% | 5/23/2024 |
 Starbucks (SBUX) | 0.19% | 1.48% | 9.3% | - |
 Unity (U) | 0.17% | 0% | 6.75% | 10/19/2023 |
 Nike (NKE) | 0.16% | 1.76% | 9.2% | - |
 Salesforce (CRM) | 0.16% | 0% | 5.93% | 4/9/2024 |
 American Airlines (AAL) | 0.16% | 0% | 1.02% | 6/13/2022 |
 United Airlines (UAL) | 0.15% | 0% | 1.02% | 6/13/2022 |
 Disney (DIS) | 0.14% | 0% | 1.94% | 8/10/2023 |
 First Solar (FSLR) | 0.14% | 0% | 5.93% | 10/16/2023 |
 Enphase (ENPH) | 0.12% | 0% | 5.42% | 10/16/2023 |
 EA (EA) | 0.11% | 0% | 5.83% | 10/10/2023 |
 Johnson & Johnson (JNJ) | 0.08% | 1.73% | 5.52% | - |
 Walmart (WMT) | 0.08% | 0% | 4.09% | 9/26/2023 |
 Realty Income (O) | 0.07% | 0% | 3.07% | 7/24/2024 |
 Pfizer (PFE) | 0.07% | 0% | 3.07% | 7/24/2024 |
 Crowdstrike (CRWD) | 0.06% | 1.4% | 4.91% | - |
 Oracle (ORCL) | 0.06% | 0% | 3.07% | 10/19/2023 |
 Palantir (PLTR) | 0.05% | 0% | 0.51% | 1/5/2022 |
 PepsiCo (PEP) | 0.04% | 0.78% | 5.32% | - |
 Snapchat (SNAP) | 0.04% | 0% | 2.76% | 10/16/2023 |
 Bank of America (BAC) | 0.04% | 0.79% | 5.32% | - |
 Micron (MU) | 0.04% | 0.47% | 7.77% | - |
 Home Depot (HD) | 0.03% | 0.44% | 7.06% | - |
 3M (MMM) | 0.02% | 0% | 1.94% | 8/5/2024 |
 EUR/USD (EURUSD) | 0.02% | 0% | 0.1% | 5/4/2023 |
 Alibaba (BABA) | 0.02% | 0% | 0.41% | 11/14/2023 |
 Peloton (PTON) | 0.02% | 0% | 0.51% | 1/9/2024 |
 Barrick (GOLD.BARRICK) | 0.02% | 0% | 0.41% | 1/4/2022 |
 Supermicro (SMCI) | 0.01% | 0% | 1.64% | 8/28/2024 |
 Cisco (CSCO) | 0.01% | 0% | 4.29% | 9/9/2024 |
 Ford (F) | 0.01% | 0% | 3.78% | 9/4/2024 |
 Match Group (MTCH) | 0.01% | 0% | 0.92% | 8/2/2024 |
 HP (HPQ) | 0.01% | 0% | 0.41% | 3/1/2024 |
 Ethereum (ETH) | 0% | 0% | 0.72% | 7/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 31.51% | 30.59% |
| Microsoft (MSFT) | 20.92% | 21.44% |
| Alphabet (GOOG) | 15.46% | 15.1% |
| Meta (META) | 10.05% | 10.89% |
| Adobe (ADBE) | 10.56% | 9.71% |
| Apple (AAPL) | 4.45% | 5.05% |
| Bitcoin (BTC) | 3.91% | 4.44% |
| Coca-Cola (KO) | 3.09% | 2.74% |