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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
SBUX89.56%
SHOP89.56%
META75.45%
DIS71.65%
ADBE71.65%
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) | 10.27% | 0% | 89.56% | 11/25/2025 |
 AMD (AMD) | 8.05% | 1.57% | 24.68% | - |
| Adobe (ADBE) | 7.34% | 0% | 71.65% | 2/18/2025 |
| Disney (DIS) | 6.9% | 0% | 71.65% | 2/18/2025 |
| Meta (META) | 6.88% | 0.8% | 75.45% | - |
| Shopify (SHOP) | 6.53% | 0% | 89.56% | 11/25/2025 |
 Zebra (ZBRA) | 5.22% | 0% | 71.65% | 2/18/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 4.58% | 21.76% | 26.8% | - |
 Apple (AAPL) | 3.61% | 0% | 54.45% | 11/25/2025 |
 Block Inc. (XYZ) | 3.58% | 0% | 71.65% | 2/18/2025 |
 Alibaba (BABA) | 3.33% | 0% | 71.65% | 2/18/2025 |
 Alphabet (GOOG) | 3.09% | 0% | 44.14% | 11/25/2025 |
 PayPal (PYPL) | 2.79% | 0% | 71.65% | 2/18/2025 |
 Lemonade (LMND) | 2.67% | 0% | 71.65% | 2/18/2025 |
 Tesla (TSLA) | 2.31% | 1.66% | 50.97% | - |
 DocuSign (DOCU) | 2.22% | 0% | 71.65% | 2/18/2025 |
 NVIDIA (NVDA) | 2.18% | 3.9% | 51.93% | - |
 Zoom (ZM) | 2.02% | 0% | 71.65% | 2/18/2025 |
 Fiverr (FVRR) | 1.45% | 0% | 71.65% | 2/18/2025 |
 TSMC (TSM) | 1.01% | 10.97% | 10.18% | - |
 Amazon (AMZN) | 0.89% | 1.11% | 17.59% | - |
 Oracle (ORCL) | 0.86% | 8.47% | 11.73% | - |
 Lam Research (LRCX) | 0.83% | 0% | 11.4% | 6/27/2022 |
 Booking (BKNG) | 0.78% | 0% | 11.4% | 6/27/2022 |
 Williams-Sonoma (WSM) | 0.67% | 0% | 11.4% | 6/27/2022 |
 Invesco QQQ (QQQ) | 0.56% | 0% | 3.8% | 1/23/2026 |
 JD.com (JD.US) | 0.55% | 0% | 11.4% | 6/27/2022 |
 JPMorgan (JPM) | 0.53% | 5.19% | 10.18% | - |
 Visa (V) | 0.51% | 5.21% | 10.18% | - |
 Berkshire Hathaway (BRK.B) | 0.49% | 4.33% | 10.18% | - |
 Eli Lilly (LLY) | 0.32% | 1.61% | 10.18% | - |
 Airbnb (ABNB) | 0.29% | 0% | 5.09% | 3/21/2022 |
 Bitcoin (BTC) | 0.27% | 2.66% | 12.5% | - |
 Lowe's (LOW) | 0.27% | 0% | 5.09% | 3/21/2022 |
 IDEXX (IDXX) | 0.24% | 0% | 5.09% | 3/21/2022 |
 Chevron (CVX.US) | 0.22% | 0% | 3.8% | 1/23/2026 |
 Supermicro (SMCI) | 0.2% | 2.81% | 6.38% | - |
 ASML (ASML) | 0.17% | 0% | 3.8% | 2/28/2022 |
 Trade Desk (TTD) | 0.16% | 0% | 3.8% | 2/28/2022 |
 FedEx (FDX) | 0.08% | 0% | 3.41% | 11/25/2025 |
 Lockheed Martin (LMT) | 0.06% | 0% | 1.55% | 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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