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Portfolio Diversification
Range
Most Diversified
41 instruments
March 22, 2025
Least Diversified
0 instruments
November 12, 2025
Average
30.4 instruments
Most Consistent Holdings
Top 5
NKE99.2%
DOT99.2%
BRK.B99.13%
ADA99.13%
VOO94.13%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.82% | 5.62% | 99.13% | - |
| Nike (NKE) | 4.01% | 2.87% | 99.2% | - |
 Meta (META) | 3.64% | 3.37% | 51.12% | - |
 Alibaba (BABA) | 3.59% | 0% | 51.85% | 10/29/2025 |
| Vanguard S&P 500 ETF (VOO) | 3.54% | 2.38% | 94.13% | - |
 Amazon (AMZN) | 3.18% | 2.77% | 72.08% | - |
 Teleperformance (TEP.PA) | 3.17% | 2.08% | 64.83% | - |
 Pfizer (PFE) | 2.94% | 2.31% | 86.15% | - |
 Bitcoin (BTC) | 2.78% | 4.32% | 92.39% | - |
 UnitedHealth (UNH) | 2.62% | 0% | 52.72% | 7/16/2026 |
 MercadoLibre (MELI) | 2.48% | 6.45% | 59.1% | - |
 PayPal (PYPL) | 2.46% | 0% | 56.42% | 7/15/2026 |
 Global Payments (GPN) | 2.36% | 0.81% | 79.33% | - |
 Nagarro (NA9.DE) | 2.34% | 1.14% | 56.93% | - |
 Alphabet (GOOG) | 2.15% | 2.24% | 63.67% | - |
 Visa (V) | 2.04% | 4.91% | 58.52% | - |
 LVMH (MC.PA) | 1.99% | 3.3% | 55.11% | - |
 Ethereum (ETH) | 1.89% | 4.4% | 88.18% | - |
 estebanopatril | 1.74% | 0% | 13.05% | 7/3/2023 |
 Microsoft (MSFT) | 1.6% | 0% | 63.38% | 10/12/2026 |
 Darling (DAR) | 1.59% | 0% | 54.24% | 2/2/2026 |
 Nu (NU) | 1.56% | 5.69% | 42.93% | - |
 Coca-Cola (KO) | 1.51% | 0% | 51.2% | 2/2/2026 |
 Disney (DIS) | 1.51% | 0% | 39.23% | 11/14/2024 |
 Dollar General (DG.US) | 1.4% | 0% | 51.78% | 6/3/2025 |
 Realty Income (O) | 1.26% | 0% | 29.88% | 3/28/2025 |
 Adobe (ADBE) | 1.11% | 3.49% | 52.94% | - |
 Solana (SOL) | 1.1% | 4.28% | 72.59% | - |
 Occidental (OXY) | 1.07% | 0% | 38.94% | 3/12/2026 |
 Kenvue (KVUE) | 0.98% | 0% | 28.64% | 10/20/2026 |
 Palantir (PLTR) | 0.94% | 0% | 29.01% | 2/12/2024 |
 APA (APA) | 0.94% | 0% | 50.04% | 12/5/2025 |
 Brazil Index MSCI Ishares (EWZ) | 0.88% | 0% | 25.96% | 1/23/2026 |
 Lululemon (LULU) | 0.87% | 1.29% | 40.25% | - |
 Lamb Weston (LW) | 0.87% | 1.69% | 49.6% | - |
 Wendy's (WEN) | 0.83% | 1.78% | 32.63% | - |
 Inmode (INMD) | 0.79% | 0% | 22.92% | 3/10/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.71% | 0% | 34.95% | 6/2/2026 |
 United Airlines (UAL) | 0.6% | 0% | 15.59% | 8/23/2024 |
 Fiserv (FISV) | 0.59% | 1.78% | 26.18% | - |
 Salesforce (CRM) | 0.59% | 1.6% | 18.2% | - |
 PepsiCo (PEP) | 0.58% | 0% | 19% | 2/3/2026 |
 Domino's (DPZ) | 0.53% | 3.07% | 27.27% | - |
 Procter & Gamble (PG) | 0.53% | 0% | 32.12% | 10/14/2026 |
 First Solar (FSLR) | 0.52% | 0% | 12.69% | 8/18/2025 |
 Target (TGT) | 0.5% | 0% | 45.25% | 7/17/2026 |
 NVIDIA (NVDA) | 0.49% | 2.35% | 22.99% | - |
| Cardano (ADA) | 0.49% | 0.09% | 99.13% | - |
| Polkadot (DOT) | 0.47% | 0.26% | 99.2% | - |
 Starbucks (SBUX) | 0.41% | 0% | 18.85% | 12/18/2025 |
 Waste Connections (WCN) | 0.36% | 1.08% | 27.56% | - |
 Medical Properties Trust (MPT) | 0.33% | 0.61% | 26.03% | - |
 PDD Holdings (PDD) | 0.33% | 0% | 23.28% | 8/25/2025 |
 iShares TIPS Bond ETF (TIP) | 0.31% | 0% | 26.11% | 7/5/2024 |
 AMD (AMD) | 0.29% | 0% | 18.85% | 6/20/2025 |
 Celsius (CELH) | 0.27% | 0% | 17.19% | 3/28/2025 |
 CVS Health (CVS) | 0.26% | 0% | 7.25% | 2/12/2025 |
 TSMC (TSM) | 0.25% | 1.36% | 27.05% | - |
 Uber (UBER) | 0.23% | 2.93% | 9.06% | - |
 Bank of America (BAC) | 0.21% | 0% | 12.91% | 1/4/2024 |
 Ulta (ULTA) | 0.2% | 0% | 7.25% | 12/6/2024 |
 Clarkson (CKN.L) | 0.19% | 0% | 22.48% | 12/5/2025 |
 Constellation Brands (STZ) | 0.18% | 0% | 19.72% | 1/20/2026 |
 Apple (AAPL) | 0.18% | 0% | 8.34% | 11/20/2023 |
 Chipotle (CMG) | 0.16% | 0% | 8.85% | 1/5/2026 |
 Illumina (ILMN) | 0.15% | 0% | 20.16% | 9/19/2024 |
 Tesla (TSLA) | 0.15% | 0% | 8.92% | 4/25/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.13% | 0% | 5.37% | 12/23/2025 |
 Intel (INTC) | 0.12% | 0% | 13.42% | 3/13/2025 |
 Li Auto (LI) | 0.12% | 0% | 9.14% | 9/24/2024 |
 Alibaba (9988.HK) | 0.11% | 3.46% | 8.48% | - |
 Shopify (SHOP) | 0.11% | 0% | 28.79% | 2/9/2024 |
 SoFi (SOFI) | 0.1% | 0% | 12.47% | 7/18/2024 |
 TransMedics (TMDX) | 0.09% | 0.84% | 10.08% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.08% | 0% | 6.24% | 10/22/2025 |
 Berry Plastics (BERY) | 0.08% | 0% | 9.28% | 7/5/2024 |
 Micron (MU) | 0.08% | 2.47% | 8.77% | - |
 Oscar Health (OSCR) | 0.06% | 0% | 8.63% | 6/17/2025 |
 iShares Core Total USD Bond Market ETF (IUSB) | 0.06% | 0% | 5.8% | 3/24/2023 |
 Netflix (NFLX) | 0.06% | 0% | 6.53% | 8/14/2026 |
 Waste Management (WM) | 0.06% | 0% | 7.83% | 2/19/2026 |
 McDonald's (MCD) | 0.06% | 0% | 6.02% | 8/19/2024 |
 Centene (CNC) | 0.05% | 0% | 5.8% | 10/3/2025 |
 Novo-Nordisk (NVO) | 0.04% | 0% | 3.63% | 9/18/2025 |
 Callon Petroleum Co (CPE) | 0.04% | 0% | 3.63% | 4/4/2024 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 7.25% | 7/26/2024 |
 Invesco QQQ (QQQ) | 0.03% | 0% | 6.53% | 9/19/2024 |
 ASML (ASML) | 0.03% | 1% | 2.61% | - |
 Teva (TEVA) | 0.03% | 0% | 3.12% | 12/17/2024 |
 Eli Lilly (LLY) | 0.02% | 0% | 3.99% | 10/1/2025 |
 Airbnb (ABNB) | 0.02% | 0% | 3.05% | 9/18/2024 |
 Toyota (TM) | 0.02% | 0% | 5.29% | 12/26/2024 |
 Invesco Nasdaq 100 ETF (QQQM) | 0.02% | 0.48% | 3.99% | - |
 Broadcom (AVGO) | 0.02% | 0% | 2.18% | 4/17/2026 |
 Walmart (WMT) | 0.01% | 0% | 1.31% | 3/28/2025 |
 Chevron (CVX.US) | 0.01% | 0% | 2.97% | 4/15/2024 |
 Hershey (HSY) | 0.01% | 0% | 1.23% | 5/3/2024 |
 Vistra (VST) | 0.01% | 0.8% | 0.65% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 6.43% | 7.39% |
| Berkshire Hathaway (BRK.B) | 5.04% | 6.85% |
| Visa (V) | 5.31% | 5.71% |
| Kenvue (KVUE) | 5.06% | 5.01% |
| Nike (NKE) | 5.49% | 4.73% |
| Nagarro (NA9.DE) | 4.43% | 4.51% |
| Procter & Gamble (PG) | 3.9% | 3.75% |
| Lululemon (LULU) | 3.28% | 3.64% |
| Coca-Cola (KO) | 3.42% | 3.59% |
| MercadoLibre (MELI) | 3.43% | 3.48% |
| Amazon (AMZN) | 2.89% | 3.29% |
| PepsiCo (PEP) | 2.83% | 3.07% |
| Wendy's (WEN) | 3.56% | 3.06% |
| Teleperformance (TEP.PA) | 3.87% | 2.63% |
| Pfizer (PFE) | 3.06% | 2.59% |
| Ethereum (ETH) | 2.06% | 2.44% |
| Vanguard S&P 500 ETF (VOO) | 1.46% | 2.18% |
| Darling (DAR) | 2.36% | 2.15% |
| Chipotle (CMG) | 2.1% | 2.06% |
| Adobe (ADBE) | 2.14% | 2.06% |
| Solana (SOL) | 2.51% | 2.04% |
| Occidental (OXY) | 2.36% | 1.99% |
| Fiserv (FISV) | 2.38% | 1.93% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.87% | 1.86% |
| Lamb Weston (LW) | 2.12% | 1.8% |
| Domino's (DPZ) | 1.71% | 1.72% |
| Bitcoin (BTC) | 1.8% | 1.59% |
| Waste Connections (WCN) | 1.47% | 1.5% |
| Target (TGT) | 1.49% | 1.31% |
| Brazil Index MSCI Ishares (EWZ) | 1.09% | 1.23% |
| Global Payments (GPN) | 1.22% | 0.99% |
| Waste Management (WM) | 0.64% | 0.7% |
| Constellation Brands (STZ) | 0.69% | 0.59% |
| Meta (META) | 0.51% | 0.57% |
| Cardano (ADA) | 0.32% | 0.18% |
| Polkadot (DOT) | 0.55% | 0.16% |
Cash & Instruments Over Time
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