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Portfolio Diversification
Range
Most Diversified
60 instruments
December 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
49.7 instruments
Most Consistent Holdings
Top 5
AAPL99.46%
GOOG99.46%
BAC99.46%
CVX.US99.46%
QQQ99.46%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 13.51% | 16.75% | 99.46% | - |
| Alphabet (GOOG) | 11.42% | 17.41% | 99.46% | - |
 Microsoft (MSFT) | 4.43% | 4.16% | 99.38% | - |
 Meta (META) | 4.24% | 4.01% | 99.3% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 2.84% | 4.72% | 99.38% | - |
| Bank of America (BAC) | 2.7% | 4.32% | 99.46% | - |
| Invesco QQQ (QQQ) | 2.37% | 3.73% | 99.46% | - |
 iShares Core S&P 500 ETF (IVV) | 2.25% | 3.49% | 99.46% | - |
 American Express (AXP) | 2.2% | 3.62% | 99.3% | - |
 Amazon (AMZN) | 1.85% | 0% | 35.45% | 4/10/2024 |
 Alibaba (BABA) | 1.72% | 0% | 75.87% | 9/16/2025 |
 Barrick (B) | 1.53% | 0% | 75.41% | 9/10/2025 |
 Disney (DIS) | 1.48% | 0% | 75.87% | 9/16/2025 |
 Shopify (SHOP) | 1.43% | 0% | 72.69% | 8/6/2025 |
 Corsair (CRSR) | 1.43% | 0% | 75.87% | 9/16/2025 |
 MercadoLibre (MELI) | 1.38% | 0% | 44.76% | 8/9/2024 |
 PayPal (PYPL) | 1.28% | 0% | 40.88% | 6/20/2024 |
 Coca-Cola (KO) | 1.26% | 0.99% | 99.3% | - |
 JFrog (FROG) | 0.99% | 0% | 71.45% | 7/21/2025 |
| Chevron (CVX.US) | 0.96% | 1.1% | 99.46% | - |
 Occidental (OXY) | 0.78% | 1.06% | 99.46% | - |
 easyJet (EZJ.L) | 0.78% | 0% | 75.95% | 9/17/2025 |
 Cloudflare (NET) | 0.7% | 0% | 58.57% | 2/5/2025 |
 Autodesk (ADSK) | 0.66% | 0% | 51.59% | 11/6/2024 |
 Elastic (ESTC) | 0.66% | 0% | 75.87% | 9/16/2025 |
 Bitcoin (BTC) | 0.56% | 2.52% | 49.03% | - |
 AT&T (T.US) | 0.53% | 0.35% | 99.3% | - |
 iShares Core MSCI Europe ETF (IEUR) | 0.53% | 0.38% | 99.15% | - |
 Kraft Heinz (KHC) | 0.48% | 0.51% | 83.71% | - |
 Nio (NIO) | 0.46% | 0% | 48.8% | 9/30/2024 |
 Johnson & Johnson (JNJ) | 0.44% | 0% | 81.15% | 1/5/2026 |
 RH (RH) | 0.38% | 0.31% | 73.93% | - |
 US Bancorp (USB) | 0.37% | 0% | 82.7% | 2/23/2026 |
 Match Group (MTCH) | 0.36% | 0% | 91.47% | 4/7/2026 |
 Block Inc. (XYZ) | 0.35% | 0% | 75.87% | 9/16/2025 |
 Ally (ALLY) | 0.34% | 0% | 79.13% | 1/21/2026 |
 iShares MSCI India ETF (INDA) | 0.34% | 0.24% | 99.15% | - |
 Paramount (PSKY) | 0.34% | 0.2% | 91.78% | - |
 Realty Income (O) | 0.34% | 0.29% | 82.62% | - |
 Nike (NKE) | 0.34% | 0.06% | 99.3% | - |
 T-Mobile (TMUS) | 0.33% | 0% | 73.62% | 1/20/2026 |
 GM (GM) | 0.33% | 0% | 79.91% | 1/20/2026 |
 Verisign (VRSN) | 0.33% | 0% | 56.63% | 2/6/2026 |
 Capital One (COF) | 0.32% | 0% | 72.38% | 3/16/2026 |
 Snowflake (SNOW) | 0.31% | 0% | 44.14% | 1/13/2026 |
 Coinbase (COIN) | 0.29% | 0% | 34.76% | 4/1/2024 |
 Kroger (KR) | 0.28% | 0.28% | 75.02% | - |
 Visa (V) | 0.28% | 0% | 14.58% | 7/11/2023 |
 Adidas (ADS.DE) | 0.27% | 0% | 44.07% | 7/31/2024 |
 Ballard Power (BLDP) | 0.25% | 0% | 77.19% | 10/3/2025 |
 AMD (AMD) | 0.25% | 0% | 10.94% | 5/25/2023 |
 Ethereum (ETH) | 0.24% | 1.73% | 12.96% | - |
 Charter (CHTR) | 0.24% | 0.08% | 87.35% | - |
 Unity (U) | 0.22% | 0.16% | 99.46% | - |
 Liberty Formula One (FWONK) | 0.22% | 0% | 59.19% | 1/7/2026 |
 Liberty Latin America (LILA) | 0.22% | 0.22% | 75.25% | - |
 HP (HPQ) | 0.2% | 0% | 71.53% | 6/1/2026 |
 Salesforce (CRM) | 0.19% | 0% | 11.33% | 5/30/2023 |
 Liberty Media (LSXMA) | 0.19% | 0% | 41.82% | 9/11/2024 |
 Aon (AON) | 0.19% | 0% | 57.1% | 1/5/2026 |
 Liberty SiriusXM (LSXMK) | 0.19% | 0% | 40.81% | 9/11/2024 |
 Intel (INTC) | 0.18% | 0% | 19.24% | 9/12/2023 |
 Citi (C) | 0.15% | 0% | 40.42% | 1/14/2026 |
 Celanese (CE) | 0.15% | 0.24% | 53.84% | - |
 Micron (MU) | 0.14% | 0% | 24.05% | 11/14/2023 |
 JD.com (JD.US) | 0.13% | 0.08% | 99.3% | - |
 Douyu (DOYU) | 0.13% | 0% | 75.87% | 9/16/2025 |
 StoneCo (STNE) | 0.13% | 0% | 43.68% | 1/7/2026 |
 Netflix (NFLX) | 0.12% | 0% | 29.56% | 1/24/2024 |
 Pioneer Natural Resources Company (PXD) | 0.11% | 0% | 35.07% | 4/5/2024 |
 Nintendo (NTDOY) | 0.09% | 0% | 12.41% | 6/13/2023 |
 Mondelez (MDLZ) | 0.08% | 0% | 30.72% | 2/4/2026 |
 Floor & Decor (FND) | 0.08% | 0.12% | 42.82% | - |
 Adobe (ADBE) | 0.08% | 0% | 12.1% | 6/9/2023 |
 Altria (MO) | 0.08% | 0% | 19.24% | 9/12/2023 |
 NVIDIA (NVDA) | 0.07% | 0% | 6.52% | 3/28/2023 |
 UPS (UPS) | 0.02% | 0% | 6.52% | 2/6/2024 |
 Liberty Media (LLYVK) | 0.01% | 0% | 7.6% | 11/14/2023 |
 Liberty Media (LLYVA) | 0.01% | 0% | 7.6% | 11/14/2023 |
 Liberty Latin American "preferred stock" (LILAP) | 0% | 0.06% | 2.48% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.48% | 17.14% |
| Apple (AAPL) | 12.71% | 16.28% |
| Meta (META) | 2.61% | 4.46% |
| Bank of America (BAC) | 3.26% | 4.01% |
| American Express (AXP) | 2.93% | 4.01% |
| Microsoft (MSFT) | 2.61% | 3.95% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.59% | 3.41% |
| Invesco QQQ (QQQ) | 2.93% | 3.39% |
| iShares Core S&P 500 ETF (IVV) | 3.26% | 3.31% |
| Bitcoin (BTC) | 3.26% | 2.3% |
| Chevron (CVX.US) | 1.3% | 0.9% |
| Coca-Cola (KO) | 0.98% | 0.88% |
| Occidental (OXY) | 1.63% | 0.79% |
| Johnson & Johnson (JNJ) | 0.65% | 0.6% |
| Verisign (VRSN) | 0.65% | 0.58% |
| GM (GM) | 0.33% | 0.55% |
| Capital One (COF) | 0.33% | 0.52% |
| Kraft Heinz (KHC) | 0.98% | 0.5% |
| Citi (C) | 0.33% | 0.46% |
| Snowflake (SNOW) | 0.33% | 0.42% |
| Ally (ALLY) | 0.33% | 0.42% |
| AT&T (T.US) | 0.33% | 0.4% |
| iShares Core MSCI Europe ETF (IEUR) | 0.33% | 0.37% |
| T-Mobile (TMUS) | 0.33% | 0.36% |
| Liberty Formula One (FWONK) | 0.33% | 0.35% |
| US Bancorp (USB) | 0.33% | 0.34% |
| RH (RH) | 0.65% | 0.33% |
| Kroger (KR) | 0.33% | 0.32% |
| Paramount (PSKY) | 0.65% | 0.32% |
| iShares MSCI India ETF (INDA) | 0.33% | 0.28% |
| StoneCo (STNE) | 0.33% | 0.28% |
| Aon (AON) | 0.33% | 0.27% |
| Realty Income (O) | 0.33% | 0.26% |
| Match Group (MTCH) | 1.63% | 0.26% |
| Unity (U) | 0.65% | 0.25% |
| Liberty Latin America (LILA) | 0.33% | 0.23% |
| Celanese (CE) | 0.65% | 0.22% |
| Mondelez (MDLZ) | 0.33% | 0.2% |
| HP (HPQ) | 0.33% | 0.18% |
| Floor & Decor (FND) | 0.33% | 0.14% |
| Charter (CHTR) | 0.33% | 0.14% |
| Nike (NKE) | 0.33% | 0.1% |
| JD.com (JD.US) | 0.33% | 0.08% |
Cash & Instruments Over Time
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