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Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
0 instruments
October 20, 2025
Average
14.1 instruments
Most Consistent Holdings
Top 5
SBUX84.6%
SHOP84.6%
META76.63%
DIS67.68%
ADBE67.68%
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 |
|---|---|---|---|---|
| Starbucks (SBUX) | 9.7% | 0% | 84.6% | 11/25/2025 |
 AMD (AMD) | 7.71% | 1.83% | 28.61% | - |
| Adobe (ADBE) | 6.93% | 0% | 67.68% | 2/18/2025 |
| Meta (META) | 6.59% | 2.59% | 76.63% | - |
| Disney (DIS) | 6.52% | 0% | 67.68% | 2/18/2025 |
| Shopify (SHOP) | 6.17% | 0% | 84.6% | 11/25/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 5.45% | 22.98% | 30.68% | - |
 Zebra (ZBRA) | 4.93% | 0% | 67.68% | 2/18/2025 |
 Apple (AAPL) | 3.41% | 0% | 51.43% | 11/25/2025 |
 Block Inc. (XYZ) | 3.38% | 0% | 67.68% | 2/18/2025 |
 Alibaba (BABA) | 3.15% | 0% | 67.68% | 2/18/2025 |
 Alphabet (GOOG) | 2.92% | 0% | 41.69% | 11/25/2025 |
 PayPal (PYPL) | 2.64% | 0% | 67.68% | 2/18/2025 |
 Lemonade (LMND) | 2.52% | 0% | 67.68% | 2/18/2025 |
 NVIDIA (NVDA) | 2.38% | 8.04% | 54.41% | - |
 Tesla (TSLA) | 2.27% | 1.16% | 53.5% | - |
 DocuSign (DOCU) | 2.1% | 0% | 67.68% | 2/18/2025 |
 Zoom (ZM) | 1.91% | 0% | 67.68% | 2/18/2025 |
 TSMC (TSM) | 1.66% | 12.92% | 14.97% | - |
 Fiverr (FVRR) | 1.37% | 0% | 67.68% | 2/18/2025 |
 Oracle (ORCL) | 1.22% | 6.32% | 16.43% | - |
 Amazon (AMZN) | 0.93% | 2.76% | 21.97% | - |
 Lam Research (LRCX) | 0.78% | 0% | 10.77% | 6/27/2022 |
 JPMorgan (JPM) | 0.75% | 5.16% | 14.97% | - |
 Visa (V) | 0.74% | 5.13% | 14.97% | - |
 Booking (BKNG) | 0.74% | 0% | 10.77% | 6/27/2022 |
 Berkshire Hathaway (BRK.B) | 0.71% | 5.7% | 14.97% | - |
 Invesco QQQ (QQQ) | 0.69% | 7.38% | 5.72% | - |
 Williams-Sonoma (WSM) | 0.63% | 0% | 10.77% | 6/27/2022 |
 JD.com (JD.US) | 0.52% | 0% | 10.77% | 6/27/2022 |
 Eli Lilly (LLY) | 0.39% | 1.7% | 14.97% | - |
 Bitcoin (BTC) | 0.37% | 1.89% | 17.16% | - |
 Supermicro (SMCI) | 0.36% | 3.31% | 11.38% | - |
 Airbnb (ABNB) | 0.27% | 0% | 4.81% | 3/21/2022 |
 Lowe's (LOW) | 0.25% | 0% | 4.81% | 3/21/2022 |
 IDEXX (IDXX) | 0.23% | 0% | 4.81% | 3/21/2022 |
 Chevron (CVX.US) | 0.23% | 0.87% | 5.66% | - |
 ASML (ASML) | 0.16% | 0% | 3.59% | 2/28/2022 |
 Trade Desk (TTD) | 0.16% | 0% | 3.59% | 2/28/2022 |
 Lockheed Martin (LMT) | 0.12% | 3.38% | 3.35% | - |
 FedEx (FDX) | 0.07% | 0% | 3.23% | 11/25/2025 |
 BlackRock (BLK) | 0.07% | 3.41% | 2.07% | - |
 Space Exploration Technologies Corp (SPCX) | 0.01% | 1.31% | 1.03% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 19.86% | 21.17% |
| Invesco QQQ (QQQ) | 16.22% | 15.68% |
| TSMC (TSM) | 9.63% | 9.81% |
| NVIDIA (NVDA) | 8.65% | 9.73% |
| Oracle (ORCL) | 10.75% | 9.34% |
| Chevron (CVX.US) | 6.03% | 5.93% |
| Eli Lilly (LLY) | 6.03% | 5.83% |
| JPMorgan (JPM) | 5.32% | 5.5% |
| Visa (V) | 5.32% | 5.47% |
| Berkshire Hathaway (BRK.B) | 5.32% | 5.09% |
| Bitcoin (BTC) | 3.16% | 2.86% |
Cash & Instruments Over Time
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