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Portfolio Diversification
Range
Most Diversified
34 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
22.9 instruments
Most Consistent Holdings
Top 5
MSFT99.15%
AMZN99.15%
JPM99.15%
V99.15%
RMS.PA99.15%
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) | 8.58% | 9.69% | 99.15% | - |
| JPMorgan (JPM) | 4.93% | 8.16% | 99.15% | - |
| Amazon (AMZN) | 4.9% | 8.27% | 99.15% | - |
 Goldman Sachs (GS) | 4.34% | 7.02% | 97.07% | - |
 Shopify (SHOP) | 4.29% | 4.43% | 79.16% | - |
| Visa (V) | 4.11% | 3.97% | 99.15% | - |
| Hermes (RMS.PA) | 3.39% | 1.73% | 99.15% | - |
 Veeva (VEEV) | 3.28% | 3.37% | 76.66% | - |
 Costco (COST) | 3.17% | 5.84% | 60.15% | - |
 Rio Tinto (RIO.L) | 3.14% | 1.71% | 99.15% | - |
 Palantir (PLTR) | 2.92% | 0% | 42.84% | 11/29/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 2.55% | 6.59% | 60.57% | - |
 Service Corp Intl (SCI) | 2.44% | 6.44% | 60.15% | - |
 LVMH (MC.PA) | 2.31% | 0% | 65.2% | 1/7/2025 |
 Apple (AAPL) | 2.09% | 0% | 46.56% | 3/4/2024 |
 Alibaba (9988.HK) | 1.88% | 0% | 65.63% | 1/14/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.75% | 3.56% | 51.74% | - |
 ExxonMobil (XOM) | 1.69% | 3.57% | 52.59% | - |
 Yara (YAR.OL) | 1.63% | 0% | 57.77% | 11/25/2024 |
 McDonald's (MCD) | 1.48% | 2.22% | 52.35% | - |
 Home Depot (HD) | 1.45% | 2.06% | 54.6% | - |
 Tencent (0700.HK) | 1.43% | 0% | 65.63% | 1/14/2025 |
 Global X MSCI Argentina ETF (ARGT) | 1.24% | 3.2% | 41.19% | - |
 FedEx (FDX) | 1.17% | 0% | 35.47% | 9/1/2023 |
 Disney (DIS) | 0.94% | 0% | 35.47% | 9/1/2023 |
 Nintendo (NTDOY) | 0.85% | 0% | 35.47% | 9/1/2023 |
 Airbnb (ABNB) | 0.8% | 2.07% | 41.44% | - |
 Merck (MRK) | 0.78% | 0% | 38.45% | 10/23/2023 |
 Howard Hughes (HHH) | 0.77% | 0% | 24.56% | 3/3/2023 |
 Etsy (ETSY) | 0.77% | 0% | 25.23% | 3/15/2023 |
 Pfizer (PFE) | 0.66% | 0% | 22.67% | 1/31/2023 |
 Alphabet (GOOG) | 0.61% | 0% | 24.56% | 1/31/2024 |
 Okta (OKTA) | 0.54% | 0% | 13.16% | 9/1/2023 |
 Installed Building Products (IBP) | 0.54% | 0% | 19.99% | 12/14/2022 |
 Thor (THO) | 0.48% | 0% | 19.99% | 12/14/2022 |
 AMD (AMD) | 0.44% | 0% | 14.63% | 9/1/2022 |
 Lockheed Martin (LMT) | 0.44% | 0% | 18.46% | 10/23/2023 |
 Canadian Solar (CSIQ) | 0.39% | 0% | 19.99% | 12/14/2022 |
 E.ON (EOAN.DE) | 0.34% | 0% | 12.43% | 10/23/2023 |
 DocuSign (DOCU) | 0.32% | 0% | 38.45% | 10/23/2023 |
 Bitcoin (BTC) | 0.31% | 0% | 18.28% | 11/11/2022 |
 Sea (SE) | 0.3% | 0% | 19.99% | 12/14/2022 |
 DraftKings (DKNG) | 0.29% | 0% | 25.23% | 3/15/2023 |
 Xiaomi (1810.HK) | 0.29% | 0% | 29.01% | 5/17/2023 |
 Ethereum (ETH) | 0.28% | 0% | 12.25% | 7/21/2022 |
 iShares China Large-Cap ETF (FXI) | 0.26% | 0% | 12.31% | 7/22/2022 |
 Tencent Music (TME) | 0.24% | 0% | 19.99% | 12/14/2022 |
 ADM (ADM) | 0.21% | 0% | 15.17% | 12/14/2022 |
 Adobe (ADBE) | 0.21% | 0% | 16.58% | 3/15/2023 |
 Cintas (CTAS) | 0.18% | 2.93% | 6.76% | - |
 ASML (ASML.NV) | 0.16% | 0% | 9.87% | 10/23/2023 |
 BlackRock (BLK) | 0.13% | 0% | 9.08% | 3/10/2025 |
 Ubisoft (UBI.PA) | 0.08% | 0% | 5.48% | 3/10/2025 |
 Ferrexpo (FXPO.L) | 0.07% | 0% | 4.81% | 3/21/2022 |
 Qualcomm (QCOM) | 0.06% | 2.84% | 1.77% | - |
 iShares MSCI India ETF (INDA) | 0.06% | 0% | 4.88% | 11/25/2024 |
 iShares Gold Trust (IAU) | 0.04% | 0% | 2.38% | 11/19/2024 |
 BILL (BILL) | 0.03% | 0% | 2.19% | 3/15/2023 |
 TSMC (TSM) | 0.03% | 0% | 2.07% | 2/3/2022 |
 Baidu (BIDU) | 0.01% | 0% | 0.73% | 1/12/2022 |
 Scorpius Holdings (SCPX) | 0.01% | 0% | 2.07% | 2/3/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 1.1% | 1/18/2022 |
 Meituan (03690.HK) | 0% | 0% | 2.93% | 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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