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Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
0 instruments
October 20, 2025
Average
14.3 instruments
Most Consistent Holdings
Top 5
SBUX82.3%
SHOP82.3%
META77.21%
DIS65.84%
ADBE65.84%
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) | 9.44% | 0% | 82.3% | 11/25/2025 |
 AMD (AMD) | 7.56% | 2.55% | 30.49% | - |
| Adobe (ADBE) | 6.74% | 0% | 65.84% | 2/18/2025 |
| Meta (META) | 6.49% | 3.38% | 77.21% | - |
| Disney (DIS) | 6.34% | 0% | 65.84% | 2/18/2025 |
| Shopify (SHOP) | 6% | 0% | 82.3% | 11/25/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 5.91% | 22.83% | 32.5% | - |
 Zebra (ZBRA) | 4.79% | 0% | 65.84% | 2/18/2025 |
 Apple (AAPL) | 3.32% | 0% | 50.03% | 11/25/2025 |
 Block Inc. (XYZ) | 3.29% | 0% | 65.84% | 2/18/2025 |
 Alibaba (BABA) | 3.06% | 0% | 65.84% | 2/18/2025 |
 Alphabet (GOOG) | 2.84% | 0% | 40.56% | 11/25/2025 |
 PayPal (PYPL) | 2.57% | 0% | 65.84% | 2/18/2025 |
 NVIDIA (NVDA) | 2.54% | 8.02% | 55.6% | - |
 Lemonade (LMND) | 2.45% | 0% | 65.84% | 2/18/2025 |
 Tesla (TSLA) | 2.24% | 1.25% | 54.71% | - |
 DocuSign (DOCU) | 2.04% | 0% | 65.84% | 2/18/2025 |
 TSMC (TSM) | 1.96% | 13.01% | 17.23% | - |
 Zoom (ZM) | 1.86% | 0% | 65.84% | 2/18/2025 |
 Oracle (ORCL) | 1.37% | 6.67% | 18.65% | - |
 Fiverr (FVRR) | 1.33% | 0% | 65.84% | 2/18/2025 |
 Amazon (AMZN) | 0.97% | 2.33% | 24.04% | - |
 Invesco QQQ (QQQ) | 0.9% | 8.41% | 8.23% | - |
 JPMorgan (JPM) | 0.86% | 4.69% | 17.23% | - |
 Visa (V) | 0.85% | 4.74% | 17.23% | - |
 Berkshire Hathaway (BRK.B) | 0.83% | 5.19% | 17.23% | - |
 Lam Research (LRCX) | 0.76% | 0% | 10.48% | 6/27/2022 |
 Booking (BKNG) | 0.72% | 0% | 10.48% | 6/27/2022 |
 Williams-Sonoma (WSM) | 0.62% | 0% | 10.48% | 6/27/2022 |
 JD.com (JD.US) | 0.5% | 0% | 10.48% | 6/27/2022 |
 Supermicro (SMCI) | 0.46% | 4.3% | 13.74% | - |
 Eli Lilly (LLY) | 0.43% | 1.56% | 17.23% | - |
 Bitcoin (BTC) | 0.41% | 2.08% | 19.36% | - |
 Airbnb (ABNB) | 0.27% | 0% | 4.68% | 3/21/2022 |
 Lowe's (LOW) | 0.24% | 0% | 4.68% | 3/21/2022 |
 Chevron (CVX.US) | 0.24% | 0.86% | 8.17% | - |
 IDEXX (IDXX) | 0.22% | 0% | 4.68% | 3/21/2022 |
 Lockheed Martin (LMT) | 0.19% | 2.86% | 5.92% | - |
 ASML (ASML) | 0.17% | 0.54% | 6.04% | - |
 BlackRock (BLK) | 0.15% | 3% | 4.68% | - |
 Trade Desk (TTD) | 0.15% | 0% | 3.49% | 2/28/2022 |
 FedEx (FDX) | 0.07% | 0% | 3.14% | 11/25/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.06% | 1.71% | 3.67% | - |
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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