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Portfolio Diversification
Range
Most Diversified
25 instruments
January 2, 2023
Least Diversified
0 instruments
October 20, 2025
Average
22.5 instruments
Most Consistent Holdings
Top 5
MSFT99.75%
T99.75%
BRK.B99.75%
BABA99.75%
TLRY99.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AT&T (T) | 15.43% | 9.13% | 99.75% | - |
| Microsoft (MSFT) | 7.97% | 7.45% | 99.75% | - |
 AMD (AMD) | 7.17% | 10.37% | 99.67% | - |
| Berkshire Hathaway (BRK.B) | 6.44% | 5.73% | 99.75% | - |
 Tesla (TSLA) | 6.08% | 7.21% | 99.67% | - |
 Apple (AAPL) | 5.41% | 5.24% | 99.67% | - |
 Visa (V) | 4.99% | 3.45% | 99.67% | - |
 PayPal (PYPL) | 3.7% | 2.03% | 99.75% | - |
| Alibaba (BABA) | 3.02% | 2.94% | 99.75% | - |
 Amazon (AMZN) | 2.72% | 1.93% | 99.67% | - |
 Caterpillar (CAT) | 2.7% | 4.49% | 99.58% | - |
 Warner Bros Discovery (WBD) | 2.61% | 4.05% | 99.67% | - |
 NVIDIA (NVDA) | 2.5% | 7.74% | 51.84% | - |
 Verizon (VZ) | 2.17% | 1.79% | 99.67% | - |
 Digital Realty (DLR) | 1.91% | 0% | 45.66% | 7/10/2024 |
 FedEx (FDX) | 1.48% | 0% | 31.89% | 1/25/2024 |
 Alphabet (GOOG) | 1.44% | 4.51% | 52.92% | - |
 Fastly (FSLY) | 1.36% | 1.29% | 99.67% | - |
 Netflix (NFLX) | 1.22% | 2.58% | 56.18% | - |
 Starbucks (SBUX) | 1.12% | 0% | 48.5% | 8/13/2024 |
 Nio (NIO) | 0.99% | 0.64% | 99.75% | - |
 JFrog (FROG) | 0.81% | 0% | 33.64% | 2/15/2024 |
 Palantir (PLTR) | 0.76% | 0% | 35.23% | 3/6/2024 |
 Beyond Meat (BYND) | 0.48% | 0.05% | 99.67% | - |
 Teladoc (TDOC) | 0.45% | 0.13% | 99.67% | - |
| Tilray (TLRY) | 0.16% | 0.05% | 99.75% | - |
 Canopy Growth (CGC) | 0.02% | 0% | 66.94% | 12/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AT&T (T) | 10.13% | 9.12% |
| Tesla (TSLA) | 4.68% | 8.74% |
| AMD (AMD) | 3.51% | 7.65% |
| NVIDIA (NVDA) | 4.68% | 7.43% |
| Microsoft (MSFT) | 3.51% | 7.37% |
| Berkshire Hathaway (BRK.B) | 3.51% | 6.43% |
| Apple (AAPL) | 2.34% | 5.44% |
| Warner Bros Discovery (WBD) | 3.83% | 4.45% |
| Alphabet (GOOG) | 2.34% | 4.38% |
| Visa (V) | 2.34% | 4.05% |
| Caterpillar (CAT) | 1.17% | 3.31% |
| Alibaba (BABA) | 4.68% | 3.29% |
| PayPal (PYPL) | 8.18% | 2.42% |
| Amazon (AMZN) | 1.17% | 1.82% |
| Verizon (VZ) | 2.34% | 1.66% |
| Fastly (FSLY) | 3.51% | 0.54% |
| Nio (NIO) | 4.68% | 0.52% |
| Teladoc (TDOC) | 4.68% | 0.16% |
| Tilray (TLRY) | 1.95% | 0.07% |
| Beyond Meat (BYND) | 4.68% | 0.04% |
| Canopy Growth (CGC) | 0.78% | 0% |
Cash & Instruments Over Time
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