Portfolio Diversification
Range
Most Diversified
61 instruments
June 28, 2022
Least Diversified
0 instruments
February 2, 2025
Average
42.6 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
META99.92%
MSFT99.92%
AMZN99.92%
JNJ99.92%
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 |
|---|---|---|---|---|
 Visa (V) | 5.63% | 0% | 93.53% | 3/21/2025 |
 Berkshire Hathaway (BRK.B) | 4.32% | 4.49% | 99.92% | - |
| Meta (META) | 4.18% | 2.3% | 99.92% | - |
| Alphabet (GOOG) | 3.96% | 3.54% | 99.92% | - |
 Autozone (AZO) | 3.55% | 0.8% | 99.92% | - |
| Microsoft (MSFT) | 3.02% | 3.89% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 2.91% | 0.98% | 90.91% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.88% | 2.17% | 92.06% | - |
 Coca-Cola (KO) | 2.85% | 0% | 97.79% | 5/12/2025 |
 Moody's (MCO) | 2.73% | 1.71% | 99.92% | - |
 Adobe (ADBE) | 2.07% | 1.63% | 99.92% | - |
 Bitcoin (BTC) | 2.06% | 0% | 31.2% | 3/4/2025 |
 Procter & Gamble (PG) | 2.01% | 1.6% | 99.92% | - |
 Novo Nordisk (NOVO-B.CO) | 1.95% | 0% | 84.19% | 11/26/2024 |
| Amazon (AMZN) | 1.75% | 1.79% | 99.92% | - |
 Ishares Russell 2000 ETF (IWM) | 1.73% | 3.27% | 85.83% | - |
| Johnson & Johnson (JNJ) | 1.61% | 1.23% | 99.92% | - |
 Mastercard (MA) | 1.61% | 0.58% | 99.92% | - |
 LVMH (MC.PA) | 1.46% | 1.16% | 99.92% | - |
 Ferrari (RACE) | 1.39% | 0% | 73.38% | 7/16/2024 |
 Nike (NKE) | 1.39% | 0.69% | 99.92% | - |
 Costco (COST) | 1.31% | 0.73% | 88.7% | - |
 UnitedHealth (UNH) | 1.12% | 0.53% | 99.92% | - |
 CNRL (CNQ) | 1.09% | 0% | 93.53% | 3/21/2025 |
 First Republic Bank (FRCB) | 0.95% | 0% | 45.13% | 8/17/2023 |
 McDonald's (MCD) | 0.93% | 0% | 84.11% | 11/25/2024 |
 Salesforce (CRM) | 0.89% | 1.46% | 92.22% | - |
 Netflix (NFLX) | 0.86% | 1.76% | 99.92% | - |
 iShares MSCI India ETF (INDA) | 0.73% | 2.62% | 41.03% | - |
 American Water (AWK) | 0.71% | 0.56% | 99.92% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 0.67% | 0% | 90.99% | 2/18/2025 |
 Volkswagen (VOW3.DE) | 0.66% | 0% | 31.61% | 2/14/2023 |
 Equifax (EFX) | 0.63% | 0.71% | 99.92% | - |
 Pfizer (PFE) | 0.6% | 0% | 55.77% | 12/12/2023 |
 Crowdstrike (CRWD) | 0.58% | 1.09% | 99.92% | - |
 Adidas (ADS.DE) | 0.53% | 0.46% | 99.92% | - |
 Stryker (SYK) | 0.52% | 0.56% | 98.69% | - |
 PayPal (PYPL) | 0.5% | 0.42% | 99.92% | - |
 O'Reilly Auto (ORLY) | 0.44% | 1.86% | 44.06% | - |
 SPDR S&P 500 ETF (SPY) | 0.39% | 0% | 22.77% | 12/12/2022 |
 Apple (AAPL) | 0.37% | 0% | 23.34% | 10/27/2022 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.36% | 0% | 21.13% | 9/27/2022 |
 Alibaba (BABA) | 0.36% | 0.88% | 99.92% | - |
 Jacobs (J) | 0.32% | 0% | 31.53% | 2/13/2023 |
 Thermo Fisher (TMO) | 0.3% | 0.23% | 78.05% | - |
 iShares MSCI World Mid-Cap Equ (IS3T.DE) | 0.29% | 2.48% | 20.31% | - |
 Activision Blizzard, Inc. (ATVI) | 0.29% | 0% | 22.03% | 3/6/2023 |
 Fortinet (FTNT) | 0.28% | 0% | 20.64% | 9/18/2022 |
 JPMorgan (JPM) | 0.26% | 0% | 21.87% | 10/7/2022 |
 Tesla (TSLA) | 0.26% | 0% | 24.41% | 11/9/2022 |
 Store Capital Corp. (STOR) | 0.25% | 0% | 30.96% | 2/6/2023 |
 MercadoLibre (MELI) | 0.23% | 0% | 20.64% | 9/18/2022 |
 XRP (XRP) | 0.2% | 0% | 7.37% | 3/4/2025 |
 Digital Realty (DLR) | 0.18% | 0% | 20.72% | 9/20/2022 |
 Walmart (WMT) | 0.17% | 0% | 21.87% | 10/7/2022 |
 iShares TIPS Bond ETF (TIP) | 0.17% | 0% | 21.21% | 9/28/2022 |
 Aptiv (APTV) | 0.16% | 0% | 20.64% | 9/18/2022 |
 Disney (DIS) | 0.15% | 0% | 21.87% | 10/7/2022 |
 SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.15% | 0.84% | 20.31% | - |
 Cellnex (CLNX.MC) | 0.15% | 0% | 20.72% | 9/20/2022 |
 Sea (SE) | 0.14% | 0% | 21.87% | 10/7/2022 |
 JD.com (JD.US) | 0.13% | 0% | 20.72% | 9/20/2022 |
 Nagarro (NA9.DE) | 0.12% | 0.19% | 41.85% | - |
 Booking (BKNG) | 0.11% | 0% | 20.64% | 9/18/2022 |
 Teva (TEVA) | 0.1% | 0.58% | 17.53% | - |
 Qualcomm (QCOM) | 0.09% | 0% | 20.64% | 9/18/2022 |
 Bank of America (BAC) | 0.09% | 0% | 21.87% | 10/7/2022 |
 Ethereum (ETH) | 0.08% | 0% | 20.64% | 9/18/2022 |
 American Express (AXP) | 0.07% | 1.41% | 6.06% | - |
 Tencent (0700.HK) | 0.07% | 0% | 20.72% | 9/20/2022 |
 Tyson Foods (TSN) | 0.04% | 0% | 7.86% | 4/7/2022 |
 Constellation Brands (STZ) | 0.04% | 0.58% | 8.93% | - |
 Signet (SIG) | 0.03% | 0% | 7.86% | 4/7/2022 |
 Fiserv (FI) | 0.03% | 0% | 6.14% | 9/18/2022 |
 Inditex (ITX.MC) | 0.02% | 0.62% | 3.19% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 3.5% | 5.5% |
| Berkshire Hathaway (BRK.B) | 2.86% | 3.94% |
| Autozone (AZO) | 2.7% | 3.92% |
| Ishares Russell 2000 ETF (IWM) | 3.13% | 3.16% |
| Microsoft (MSFT) | 2.47% | 2.99% |
| Visa (V) | 2.19% | 2.96% |
| Alphabet (GOOG) | 2.19% | 2.86% |
| XRP (XRP) | 3.64% | 2.31% |
| Vanguard Total Stock Market ETF (VTI) | 1.82% | 2.18% |
| Meta (META) | 0.39% | 1.97% |
| Amazon (AMZN) | 1.66% | 1.89% |
| Mastercard (MA) | 1.46% | 1.87% |
| Adobe (ADBE) | 1.82% | 1.78% |
| Procter & Gamble (PG) | 1.6% | 1.68% |
| iShares MSCI India ETF (INDA) | 1.82% | 1.63% |
| LVMH (MC.PA) | 1.62% | 1.6% |
| Coca-Cola (KO) | 1.46% | 1.49% |
| Salesforce (CRM) | 1.09% | 1.44% |
| Netflix (NFLX) | 0.73% | 1.29% |
| Johnson & Johnson (JNJ) | 1.49% | 1.18% |
| O'Reilly Auto (ORLY) | 1.09% | 1.09% |
| CNRL (CNQ) | 0.87% | 1.06% |
| Moody's (MCO) | 0.73% | 1.05% |
| Costco (COST) | 0.55% | 1% |
| Vanguard S&P 500 ETF (VOO) | 0.73% | 0.98% |
| UnitedHealth (UNH) | 0.73% | 0.91% |
| Nike (NKE) | 1.82% | 0.85% |
| Teva (TEVA) | 0.73% | 0.73% |
| Crowdstrike (CRWD) | 0.68% | 0.71% |
| Equifax (EFX) | 0.66% | 0.69% |
| SPDR S&P 400 US Mid Cap UCITS ETF (SPY4.DE) | 0.73% | 0.66% |
| iShares MSCI World Mid-Cap Equ (IS3T.DE) | 0.73% | 0.63% |
| Stryker (SYK) | 0.36% | 0.54% |
| Adidas (ADS.DE) | 0.73% | 0.53% |
| American Water (AWK) | 0.73% | 0.51% |
| PayPal (PYPL) | 1.14% | 0.5% |
| Global X Lithium & Battery Tech ETF (LIT) | 0.73% | 0.36% |
| Thermo Fisher (TMO) | 0.36% | 0.31% |
| Nagarro (NA9.DE) | 0.36% | 0.27% |
| Alibaba (BABA) | 0.36% | 0.24% |