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Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
0 instruments
October 20, 2025
Average
14 instruments
Most Consistent Holdings
Top 5
SBUX87.04%
SHOP87.04%
META76.08%
DIS69.63%
ADBE69.63%
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) | 9.98% | 0% | 87.04% | 11/25/2025 |
 AMD (AMD) | 7.88% | 2.02% | 26.68% | - |
| Adobe (ADBE) | 7.13% | 0% | 69.63% | 2/18/2025 |
| Meta (META) | 6.72% | 1.1% | 76.08% | - |
| Disney (DIS) | 6.71% | 0% | 69.63% | 2/18/2025 |
| Shopify (SHOP) | 6.35% | 0% | 87.04% | 11/25/2025 |
 Zebra (ZBRA) | 5.07% | 0% | 69.63% | 2/18/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 5.01% | 20.01% | 28.8% | - |
 Apple (AAPL) | 3.51% | 0% | 52.91% | 11/25/2025 |
 Block Inc. (XYZ) | 3.48% | 0% | 69.63% | 2/18/2025 |
 Alibaba (BABA) | 3.24% | 0% | 69.63% | 2/18/2025 |
 Alphabet (GOOG) | 3% | 0% | 42.89% | 11/25/2025 |
 PayPal (PYPL) | 2.72% | 0% | 69.63% | 2/18/2025 |
 Lemonade (LMND) | 2.59% | 0% | 69.63% | 2/18/2025 |
 Tesla (TSLA) | 2.29% | 1.5% | 52.29% | - |
 NVIDIA (NVDA) | 2.25% | 5.02% | 53.22% | - |
 DocuSign (DOCU) | 2.16% | 0% | 69.63% | 2/18/2025 |
 Zoom (ZM) | 1.96% | 0% | 69.63% | 2/18/2025 |
 Fiverr (FVRR) | 1.41% | 0% | 69.63% | 2/18/2025 |
 TSMC (TSM) | 1.33% | 14.08% | 12.65% | - |
 Oracle (ORCL) | 1.08% | 8.1% | 14.15% | - |
 Amazon (AMZN) | 0.89% | 0.88% | 19.85% | - |
 Lam Research (LRCX) | 0.81% | 0% | 11.08% | 6/27/2022 |
 Booking (BKNG) | 0.76% | 0% | 11.08% | 6/27/2022 |
 Williams-Sonoma (WSM) | 0.65% | 0% | 11.08% | 6/27/2022 |
 JPMorgan (JPM) | 0.64% | 4.93% | 12.65% | - |
 Visa (V) | 0.63% | 4.68% | 12.65% | - |
 Berkshire Hathaway (BRK.B) | 0.58% | 4% | 12.65% | - |
 Invesco QQQ (QQQ) | 0.55% | 0% | 3.76% | 5/19/2026 |
 JD.com (JD.US) | 0.53% | 0% | 11.08% | 6/27/2022 |
 Eli Lilly (LLY) | 0.36% | 1.66% | 12.65% | - |
 Bitcoin (BTC) | 0.33% | 1.94% | 14.9% | - |
 Supermicro (SMCI) | 0.29% | 2.62% | 8.95% | - |
 Airbnb (ABNB) | 0.28% | 0% | 4.95% | 3/21/2022 |
 Lowe's (LOW) | 0.26% | 0% | 4.95% | 3/21/2022 |
 IDEXX (IDXX) | 0.24% | 0% | 4.95% | 3/21/2022 |
 Chevron (CVX.US) | 0.22% | 0% | 3.69% | 1/23/2026 |
 ASML (ASML) | 0.16% | 0% | 3.69% | 2/28/2022 |
 Trade Desk (TTD) | 0.16% | 0% | 3.69% | 2/28/2022 |
 FedEx (FDX) | 0.07% | 0% | 3.32% | 11/25/2025 |
 Lockheed Martin (LMT) | 0.06% | 0% | 1.5% | 11/25/2025 |
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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