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Portfolio Diversification
Range
Most Diversified
34 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.2 instruments
Most Consistent Holdings
Top 5
MSFT99.61%
AMZN99.61%
JPM99.61%
V99.61%
RMS.PA99.61%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.65% | 7.37% | 99.61% | - |
| JPMorgan (JPM) | 4.79% | 7.55% | 99.61% | - |
| Amazon (AMZN) | 4.74% | 8.13% | 99.61% | - |
 Shopify (SHOP) | 4.3% | 4.93% | 78.34% | - |
 Goldman Sachs (GS) | 4.19% | 6.71% | 97.41% | - |
| Visa (V) | 4.15% | 3.5% | 99.61% | - |
| Hermes (RMS.PA) | 3.5% | 1.97% | 99.61% | - |
 Veeva (VEEV) | 3.32% | 2.7% | 75.68% | - |
 Rio Tinto (RIO.L) | 3.23% | 1.85% | 99.61% | - |
 Palantir (PLTR) | 3.1% | 0% | 45.59% | 11/29/2024 |
 Costco (COST) | 3.01% | 6.47% | 58.11% | - |
 LVMH (MC.PA) | 2.46% | 0% | 69.39% | 1/7/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.4% | 4.63% | 58.63% | - |
 Service Corp Intl (SCI) | 2.34% | 3.98% | 58.11% | - |
 Apple (AAPL) | 2.22% | 0% | 49.55% | 3/4/2024 |
 Alibaba (9988.HK) | 2% | 0% | 69.84% | 1/14/2025 |
 Yara (YAR.OL) | 1.74% | 0% | 61.48% | 11/25/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.65% | 3.55% | 49.16% | - |
 ExxonMobil (XOM) | 1.59% | 3.61% | 50.06% | - |
 Tencent (0700.HK) | 1.52% | 0% | 69.84% | 1/14/2025 |
 McDonald's (MCD) | 1.44% | 2.59% | 49.94% | - |
 Home Depot (HD) | 1.41% | 2.2% | 52.2% | - |
 FedEx (FDX) | 1.24% | 0% | 37.74% | 9/1/2023 |
 Global X MSCI Argentina ETF (ARGT) | 1.13% | 3.24% | 38.07% | - |
 Disney (DIS) | 1% | 0% | 37.74% | 9/1/2023 |
 Nintendo (NTDOY) | 0.91% | 0% | 37.74% | 9/1/2023 |
 Merck (MRK) | 0.83% | 0% | 40.92% | 10/23/2023 |
 Howard Hughes (HHH) | 0.82% | 0% | 26.13% | 3/3/2023 |
 Etsy (ETSY) | 0.82% | 0% | 26.85% | 3/15/2023 |
 Airbnb (ABNB) | 0.74% | 1.99% | 38.2% | - |
 Pfizer (PFE) | 0.7% | 0% | 24.12% | 1/31/2023 |
 Alphabet (GOOG) | 0.65% | 0% | 26.13% | 1/31/2024 |
 Okta (OKTA) | 0.58% | 0% | 14.01% | 9/1/2023 |
 Installed Building Products (IBP) | 0.57% | 0% | 21.27% | 12/14/2022 |
 Thor (THO) | 0.51% | 0% | 21.27% | 12/14/2022 |
 AMD (AMD) | 0.47% | 0% | 15.56% | 9/1/2022 |
 Lockheed Martin (LMT) | 0.47% | 0% | 19.65% | 10/23/2023 |
 Canadian Solar (CSIQ) | 0.41% | 0% | 21.27% | 12/14/2022 |
 E.ON (EOAN.DE) | 0.36% | 0% | 13.23% | 10/23/2023 |
 DocuSign (DOCU) | 0.34% | 0% | 40.92% | 10/23/2023 |
 Bitcoin (BTC) | 0.33% | 0% | 19.46% | 11/11/2022 |
 Sea (SE) | 0.31% | 0% | 21.27% | 12/14/2022 |
 DraftKings (DKNG) | 0.31% | 0% | 26.85% | 3/15/2023 |
 Xiaomi (1810.HK) | 0.31% | 0% | 30.87% | 5/17/2023 |
 Ethereum (ETH) | 0.29% | 0% | 13.04% | 7/21/2022 |
 iShares China Large-Cap ETF (FXI) | 0.28% | 0% | 13.1% | 7/22/2022 |
 Tencent Music (TME) | 0.25% | 0% | 21.27% | 12/14/2022 |
 ADM (ADM) | 0.23% | 0% | 16.15% | 12/14/2022 |
 Adobe (ADBE) | 0.22% | 0% | 17.64% | 3/15/2023 |
 ASML (ASML.NV) | 0.17% | 0% | 10.51% | 10/23/2023 |
 BlackRock (BLK) | 0.14% | 0% | 9.66% | 3/10/2025 |
 Ubisoft (UBI.PA) | 0.09% | 0% | 5.84% | 3/10/2025 |
 Ferrexpo (FXPO.L) | 0.07% | 0% | 5.12% | 3/21/2022 |
 iShares MSCI India ETF (INDA) | 0.06% | 0% | 5.19% | 11/25/2024 |
 iShares Gold Trust (IAU) | 0.05% | 0% | 2.53% | 11/19/2024 |
 Cintas (CTAS) | 0.04% | 2.62% | 1.43% | - |
 BILL (BILL) | 0.03% | 0% | 2.33% | 3/15/2023 |
 TSMC (TSM) | 0.03% | 0% | 2.2% | 2/3/2022 |
 Baidu (BIDU) | 0.01% | 0% | 0.78% | 1/12/2022 |
 Scorpius Holdings (SCPX) | 0.01% | 0% | 2.2% | 2/3/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 1.17% | 1/18/2022 |
 Meituan (03690.HK) | 0% | 0% | 3.11% | 5/17/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 2.19% | 6.38% |
| Goldman Sachs (GS) | 3.36% | 6.37% |
| JPMorgan (JPM) | 3.87% | 6.14% |
| Costco (COST) | 5.55% | 5.56% |
| Microsoft (MSFT) | 3.34% | 5.5% |
| Amazon (AMZN) | 3.85% | 4.61% |
| State Street SPDR S&P 500 ETF (SPY) | 3.96% | 4.48% |
| Veeva (VEEV) | 4.27% | 3.88% |
| Service Corp Intl (SCI) | 3.53% | 3.61% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 3.53% | 3.42% |
| Global X MSCI Argentina ETF (ARGT) | 3.53% | 3.26% |
| ExxonMobil (XOM) | 3.53% | 2.9% |
| McDonald's (MCD) | 3.36% | 2.63% |
| Hermes (RMS.PA) | 2.02% | 2.54% |
| Visa (V) | 1.85% | 2.28% |
| Home Depot (HD) | 3.2% | 2.24% |
| Airbnb (ABNB) | 2.35% | 1.95% |
| Rio Tinto (RIO.L) | 1.98% | 1.51% |
Cash & Instruments Over Time
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