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Portfolio Diversification
Range
Most Diversified
21 instruments
March 12, 2024
Least Diversified
0 instruments
November 14, 2025
Average
19.2 instruments
Most Consistent Holdings
Top 5
META99.67%
MSFT99.67%
KO99.67%
PEP99.67%
TGT99.67%
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 |
|---|---|---|---|---|
 Spotify (SPOT) | 14.4% | 16.04% | 99.33% | - |
| Meta (META) | 10.75% | 11.29% | 99.67% | - |
 Tesla (TSLA) | 7.22% | 7.51% | 99.5% | - |
| Microsoft (MSFT) | 6.48% | 6.08% | 99.67% | - |
 MAG Silver (MAG) | 5.42% | 0% | 46.03% | 9/15/2025 |
 Warner Bros Discovery (WBD) | 4.16% | 6.25% | 99.5% | - |
 Lockheed Martin (LMT) | 3.95% | 3.29% | 99.33% | - |
 Tencent (0700.HK) | 3.9% | 3.51% | 99.67% | - |
| Target (TGT) | 3.67% | 2.58% | 99.67% | - |
| Coca-Cola (KO) | 3.3% | 2.68% | 99.67% | - |
 Apple (AAPL) | 3.18% | 3.41% | 88.05% | - |
| PepsiCo (PEP) | 3.16% | 2.05% | 99.67% | - |
 Chevron (CVX) | 3.01% | 2.76% | 93.48% | - |
 Global Payments (GPN) | 2.89% | 1.42% | 98.25% | - |
 Unity (U) | 2.72% | 1.92% | 91.06% | - |
 Delta (DAL) | 2.59% | 4.18% | 68.5% | - |
 UPS (UPS) | 2.38% | 1.24% | 99.67% | - |
 Novavax (NVAX) | 2.15% | 2.04% | 84.04% | - |
 Bayer (BAYN.DE) | 1.32% | 1.71% | 79.45% | - |
 Enphase (ENPH) | 1.24% | 0.7% | 67.17% | - |
 IHS (IHS) | 0.94% | 0% | 18.13% | 8/9/2023 |
 Meituan (03690.HK) | 0.1% | 0.06% | 92.56% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Spotify (SPOT) | 3.5% | 17.1% |
| Meta (META) | 3.5% | 10.62% |
| Tesla (TSLA) | 3.5% | 8.32% |
| Microsoft (MSFT) | 7% | 6.62% |
| Warner Bros Discovery (WBD) | 3.5% | 6.32% |
| Delta (DAL) | 3.5% | 3.93% |
| Tencent (0700.HK) | 3.5% | 3.9% |
| Apple (AAPL) | 3.5% | 3.32% |
| Unity (U) | 3.5% | 3.2% |
| Target (TGT) | 3.5% | 2.95% |
| Lockheed Martin (LMT) | 3.5% | 2.68% |
| Coca-Cola (KO) | 3.5% | 2.4% |
| Chevron (CVX) | 3.5% | 2.16% |
| PepsiCo (PEP) | 3.5% | 1.83% |
| Novavax (NVAX) | 3.5% | 1.54% |
| Bayer (BAYN.DE) | 3.5% | 1.5% |
| Global Payments (GPN) | 3.5% | 1.47% |
| UPS (UPS) | 3.5% | 1.11% |
| Enphase (ENPH) | 3.5% | 0.64% |
| Meituan (03690.HK) | 0% | 0.07% |
Cash & Instruments Over Time
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