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Portfolio Diversification
Range
Most Diversified
27 instruments
January 1, 2022
Least Diversified
0 instruments
October 20, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
SBUX80.07%
SHOP80.07%
META77.76%
DIS64.06%
ADBE64.06%
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) | 9.18% | 0% | 80.07% | 11/25/2025 |
 AMD (AMD) | 7.43% | 2.39% | 32.32% | - |
| Adobe (ADBE) | 6.56% | 0% | 64.06% | 2/18/2025 |
| Meta (META) | 6.41% | 3.05% | 77.76% | - |
 State Street SPDR S&P 500 ETF (SPY) | 6.36% | 23.81% | 34.27% | - |
| Disney (DIS) | 6.17% | 0% | 64.06% | 2/18/2025 |
| Shopify (SHOP) | 5.84% | 0% | 80.07% | 11/25/2025 |
 Zebra (ZBRA) | 4.66% | 0% | 64.06% | 2/18/2025 |
 Apple (AAPL) | 3.23% | 0% | 48.68% | 11/25/2025 |
 Block Inc. (XYZ) | 3.2% | 0% | 64.06% | 2/18/2025 |
 Alibaba (BABA) | 2.98% | 0% | 64.06% | 2/18/2025 |
 Alphabet (GOOG) | 2.76% | 0% | 39.46% | 11/25/2025 |
 NVIDIA (NVDA) | 2.68% | 7.52% | 56.74% | - |
 PayPal (PYPL) | 2.5% | 0% | 64.06% | 2/18/2025 |
 Lemonade (LMND) | 2.39% | 0% | 64.06% | 2/18/2025 |
 TSMC (TSM) | 2.25% | 12.17% | 19.41% | - |
 Tesla (TSLA) | 2.21% | 1.34% | 55.88% | - |
 DocuSign (DOCU) | 1.99% | 0% | 64.06% | 2/18/2025 |
 Zoom (ZM) | 1.81% | 0% | 64.06% | 2/18/2025 |
 Oracle (ORCL) | 1.49% | 5.54% | 20.79% | - |
 Fiverr (FVRR) | 1.3% | 0% | 64.06% | 2/18/2025 |
 Invesco QQQ (QQQ) | 1.1% | 9.29% | 10.66% | - |
 Amazon (AMZN) | 1% | 2.3% | 26.04% | - |
 Visa (V) | 0.96% | 5.32% | 19.41% | - |
 JPMorgan (JPM) | 0.96% | 4.48% | 19.41% | - |
 Berkshire Hathaway (BRK.B) | 0.94% | 5.6% | 19.41% | - |
 Lam Research (LRCX) | 0.74% | 0% | 10.2% | 6/27/2022 |
 Booking (BKNG) | 0.7% | 0% | 10.2% | 6/27/2022 |
 Williams-Sonoma (WSM) | 0.6% | 0% | 10.2% | 6/27/2022 |
 Supermicro (SMCI) | 0.55% | 3.61% | 16.01% | - |
 JD.com (JD.US) | 0.49% | 0% | 10.2% | 6/27/2022 |
 Bitcoin (BTC) | 0.46% | 2.09% | 21.49% | - |
 Eli Lilly (LLY) | 0.46% | 1.88% | 19.41% | - |
 Lockheed Martin (LMT) | 0.27% | 3.33% | 8.41% | - |
 Airbnb (ABNB) | 0.26% | 0% | 4.55% | 3/21/2022 |
 Chevron (CVX.US) | 0.26% | 0.9% | 10.6% | - |
 Lowe's (LOW) | 0.24% | 0% | 4.55% | 3/21/2022 |
 BlackRock (BLK) | 0.23% | 3.27% | 7.2% | - |
 IDEXX (IDXX) | 0.22% | 0% | 4.55% | 3/21/2022 |
 ASML (ASML) | 0.18% | 0.51% | 8.53% | - |
 Trade Desk (TTD) | 0.15% | 0% | 3.4% | 2/28/2022 |
 Space Exploration Technologies Corp (SPCX) | 0.1% | 1.54% | 6.22% | - |
 FedEx (FDX) | 0.07% | 0% | 3.05% | 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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