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Portfolio Diversification
Range
Most Diversified
29 instruments
October 31, 2025
Least Diversified
0 instruments
June 15, 2022
Average
12.6 instruments
Most Consistent Holdings
Top 5
BRK.B92.11%
ASML85.83%
ISRG83.93%
MSFT66.01%
TSM64.11%
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 |
|---|---|---|---|---|
| Intuitive Surgical (ISRG) | 3.63% | 10.45% | 83.93% | - |
| ASML (ASML) | 3.6% | 3.12% | 85.83% | - |
 NVIDIA (NVDA) | 3.02% | 8.32% | 54.55% | - |
| Berkshire Hathaway (BRK.B) | 2.46% | 2.14% | 92.11% | - |
| TSMC (TSM) | 2.41% | 3.34% | 64.11% | - |
| Microsoft (MSFT) | 2.34% | 6.37% | 66.01% | - |
 Apple (AAPL) | 2.04% | 2.29% | 55.76% | - |
 Bitcoin (BTC) | 1.72% | 2.23% | 42.34% | - |
 Alibaba (BABA) | 1.51% | 0% | 22.81% | 1/14/2025 |
 Disney (DIS) | 1.49% | 0% | 51.44% | 10/10/2025 |
 iShares Preferred & Income Sec (PFF) | 1.29% | 0% | 35.94% | 10/19/2025 |
 Fortinet (FTNT) | 1.18% | 0% | 20.39% | 10/28/2026 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1.1% | 1.88% | 57.32% | - |
 VanEck Morningstar Wide Moat ETF (MOAT) | 1.07% | 1.81% | 57.32% | - |
 Palantir (PLTR) | 0.88% | 0% | 20.79% | 1/14/2025 |
 Netflix (NFLX) | 0.88% | 0% | 27.53% | 1/14/2025 |
 Adobe (ADBE) | 0.84% | 0% | 30.36% | 1/14/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.79% | 0% | 41.3% | 1/21/2026 |
 AMD (AMD) | 0.74% | 0% | 25.75% | 10/6/2025 |
 Baidu (BIDU) | 0.59% | 0% | 21.03% | 1/14/2025 |
 SoFi (SOFI) | 0.58% | 0% | 13.19% | 9/30/2025 |
 Tesla (TSLA) | 0.58% | 0% | 17.63% | 1/2/2026 |
 First Solar (FSLR) | 0.52% | 0% | 18.66% | 1/14/2025 |
 Alphabet (GOOGL) | 0.52% | 0% | 7.37% | 10/10/2025 |
 iShares Silver Trust (SLV) | 0.5% | 0% | 16.47% | 2/2/2026 |
 Zijin Mining (2899.HK) | 0.43% | 0% | 15.15% | 6/23/2026 |
 SPDR Gold (GLD) | 0.34% | 0% | 16.47% | 2/2/2026 |
 Mastercard (MA) | 0.34% | 0% | 6.8% | 11/3/2025 |
 Amazon (AMZN) | 0.33% | 0% | 15.9% | 6/21/2026 |
 HCA (HCA) | 0.27% | 0% | 10.37% | 7/27/2023 |
 Visa (V) | 0.26% | 0% | 6.85% | 1/13/2026 |
 Wells Fargo (WFC) | 0.25% | 0% | 5.47% | 1/21/2026 |
 Global X Copper Miners Etf (COPX) | 0.23% | 2.89% | 8.35% | - |
 Crowdstrike (CRWD) | 0.2% | 0% | 5.36% | 11/21/2025 |
 Autodesk (ADSK) | 0.19% | 0% | 5.88% | 6/20/2023 |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 7.32% | 3/24/2026 |
 Lam Research (LRCX) | 0.16% | 0% | 1.84% | 7/6/2023 |
 Meta (META) | 0.16% | 0% | 5.93% | 10/17/2025 |
 Snowflake (SNOW) | 0.16% | 0% | 3.86% | 11/21/2025 |
 Heico (HEI) | 0.15% | 0% | 3% | 2/26/2026 |
 Bank of America (BAC) | 0.15% | 0% | 4.32% | 2/23/2026 |
 Coherent (COHR) | 0.15% | 0% | 7.26% | 9/1/2022 |
 Constellation Energy (CEG) | 0.14% | 1.45% | 9.56% | - |
 Fastenal (FAST) | 0.13% | 0% | 2.76% | 7/31/2023 |
 ON Semiconductor (ON) | 0.12% | 0% | 2.13% | 7/13/2023 |
 Applied Materials (AMAT) | 0.12% | 0% | 5.59% | 2/21/2023 |
 Ethereum (ETH) | 0.12% | 0% | 9.45% | 6/14/2022 |
 UnitedHealth (UNH) | 0.11% | 0% | 5.41% | 1/27/2026 |
 Ishares Russell 2000 ETF (IWM) | 0.11% | 0% | 4.95% | 11/7/2025 |
 Travelers (TRV) | 0.11% | 0% | 3.23% | 10/16/2025 |
 Keyence Corp. (6861.T) | 0.09% | 5.85% | 3.17% | - |
 PayPal (PYPL) | 0.09% | 0% | 2.94% | 11/3/2023 |
 LVMH (MC.PA) | 0.09% | 0% | 4.44% | 6/14/2022 |
 US Bancorp (USB) | 0.08% | 0% | 3.8% | 2/12/2026 |
 Snapchat (SNAP) | 0.07% | 0% | 1.73% | 7/26/2023 |
 Lululemon (LULU) | 0.06% | 0% | 3.86% | 3/12/2026 |
 Costco (COST) | 0.06% | 0% | 1.32% | 7/7/2023 |
 DraftKings (DKNG) | 0.06% | 0% | 2.02% | 6/21/2023 |
 Micron (MU) | 0.06% | 0% | 0.86% | 9/21/2023 |
 Boeing (BA) | 0.05% | 0% | 0.52% | 6/21/2023 |
 Worthington (WOR) | 0.05% | 0% | 2.3% | 11/17/2025 |
 HubSpot (HUBS) | 0.05% | 0% | 1.15% | 8/3/2023 |
 Alkami Tech (ALKT) | 0.05% | 0% | 2.53% | 10/1/2025 |
 GE (GE) | 0.04% | 0% | 1.61% | 3/6/2026 |
 Direxion Daily Homebuilders & Supplies Bull 3X ETF (NAIL) | 0.04% | 0% | 1.32% | 7/5/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.04% | 0% | 0.81% | 10/10/2023 |
 Shopify (SHOP) | 0.04% | 0% | 1.04% | 7/25/2023 |
 Unity (U) | 0.03% | 0% | 1.38% | 2/24/2023 |
 JPMorgan (JPM) | 0.03% | 0% | 1.27% | 7/14/2023 |
 Palo Alto Networks (PANW) | 0.03% | 0% | 1.9% | 11/14/2025 |
 Salesforce (CRM) | 0.03% | 0% | 0.86% | 10/6/2025 |
 Nike (NKE) | 0.03% | 0% | 0.58% | 6/2/2023 |
 Broadcom (AVGO) | 0.02% | 0% | 0.52% | 11/5/2025 |
 Carvana (CVNA) | 0.02% | 0% | 1.04% | 11/3/2023 |
 Roblox (RBLX) | 0.02% | 0% | 0.58% | 7/20/2023 |
 Moderna (MRNA) | 0.02% | 0% | 0.92% | 11/2/2023 |
 Vertiv (VRT) | 0.02% | 0% | 1.04% | 10/10/2025 |
 Marvell (MRVL) | 0.02% | 0% | 0.58% | 11/13/2025 |
 Roku (ROKU) | 0.02% | 0% | 0.58% | 6/9/2023 |
 Cloudflare (NET) | 0.01% | 0% | 0.86% | 11/14/2025 |
 CoreWeave Inc (CRWV) | 0.01% | 0% | 1.04% | 10/21/2025 |
 Toast (TOST) | 0.01% | 0% | 0.63% | 9/22/2025 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.23% | 9/29/2023 |
 Arista (ANET) | 0.01% | 0% | 0.46% | 10/14/2025 |
 Nio (NIO) | 0.01% | 0% | 0.4% | 11/10/2023 |
 Goldman Sachs (GS) | 0.01% | 0% | 0.35% | 6/15/2023 |
 Li Auto (LI) | 0.01% | 0% | 0.17% | 7/10/2023 |
 DHT Holdings (DHT) | 0.01% | 0% | 0.4% | 3/11/2026 |
 Robinhood Markets Inc. (HOOD) | 0.01% | 0% | 0.17% | 9/8/2025 |
 Alphabet (GOOG) | 0.01% | 0% | 0.06% | 6/7/2023 |
 Canadian Pacific (CP) | 0% | 0% | 0.23% | 11/3/2025 |
 CNR (CNI) | 0% | 0% | 0.12% | 12/10/2025 |
 Live Nation (LYV) | 0% | 0% | 0.12% | 11/5/2025 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0% | 0% | 0.06% | 5/2/2023 |
 Spotify (SPOT) | 0% | 0% | 0.06% | 5/12/2023 |
 State Street SPDR Dow Jones In (DIA.US) | 0% | 0% | 0.06% | 11/2/2023 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.06% | 6/23/2023 |
 ICE (ICE) | 0% | 0% | 0.06% | 6/22/2023 |
 Starbucks (SBUX) | 0% | 0% | 0.06% | 10/10/2023 |
 Lucid (LCID) | 0% | 0% | 0.06% | 10/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Intuitive Surgical (ISRG) | 4.87% | 6.56% |
| Apple (AAPL) | 6.2% | 6.29% |
| NVIDIA (NVDA) | 5.27% | 5.42% |
| Wells Fargo (WFC) | 4.6% | 4.73% |
| Microsoft (MSFT) | 3.43% | 3.19% |
| ASML (ASML) | 2.1% | 2.82% |
| Visa (V) | 2.91% | 2.76% |
| iShares Silver Trust (SLV) | 1.26% | 2.54% |
| Johnson & Johnson (JNJ) | 2.27% | 2.24% |
| US Bancorp (USB) | 2.1% | 2.04% |
| Bitcoin (BTC) | 2.73% | 1.89% |
| Tesla (TSLA) | 2% | 1.77% |
| Lululemon (LULU) | 1.55% | 1.66% |
| SPDR Gold (GLD) | 1.34% | 1.58% |
| Berkshire Hathaway (BRK.B) | 1.05% | 1.4% |
| VanEck Morningstar Wide Moat ETF (MOAT) | 1.05% | 1.19% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 1.05% | 1.19% |
| Vanguard Real Estate ETF (VNQ) | 1.05% | 1.02% |
Cash & Instruments Over Time
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