Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Eli Lilly (LLY) | 11.4% | 7.43% | 96.24% | - |
 Netflix (NFLX) | 11.24% | 11.11% | 89.53% | - |
 Amazon (AMZN) | 10.44% | 7.32% | 94.93% | - |
 NVIDIA (NVDA) | 10.22% | 17.29% | 72.34% | - |
 Alphabet (GOOG) | 7.22% | 4.35% | 91.82% | - |
 Apple (AAPL) | 6.44% | 3.83% | 93.94% | - |
 Meta (META) | 6.07% | 5.38% | 87.89% | - |
 Coca-Cola (KO) | 5.71% | 3.54% | 99.51% | - |
 Nike (NKE) | 3.51% | 0% | 59.25% | 3/22/2024 |
 Microsoft (MSFT) | 3.04% | 2.47% | 87.07% | - |
 Visa (V) | 2.85% | 5.2% | 88.38% | - |
 McDonald's (MCD) | 2.08% | 0.73% | 90.67% | - |
 Activision Blizzard, Inc. (ATVI) | 2.01% | 0% | 17.18% | 7/11/2023 |
 Walmart (WMT) | 1.77% | 4.25% | 46.81% | - |
 Berkshire Hathaway (BRK.B) | 1.68% | 1.78% | 81.51% | - |
 Alpha Metallurgical (AMR) | 1.58% | 0% | 57.12% | 9/6/2024 |
 Costco (COST) | 1.49% | 3.64% | 42.06% | - |
 S&P Global (SPGI) | 1.35% | 1.76% | 55.81% | - |
 Toyota (TM) | 1.19% | 2.18% | 41.08% | - |
 Mastercard (MA) | 0.98% | 4.93% | 26.35% | - |
 AESI Holdings (AESI) | 0.97% | 0.72% | 71.19% | - |
 Shell (SHEL) | 0.85% | 0.73% | 63.83% | - |
 Crowdstrike (CRWD) | 0.8% | 0% | 24.22% | 8/1/2024 |
 Petrobras (PBR) | 0.8% | 0.7% | 61.21% | - |
 Rolls-Royce (RR.L) | 0.79% | 4.19% | 18.17% | - |
 Procter & Gamble (PG) | 0.55% | 0% | 5.07% | 5/25/2023 |
 Flutter (FLTR.L) | 0.52% | 4.69% | 12.6% | - |
 Supermicro (SMCI) | 0.41% | 0% | 33.55% | 9/6/2024 |
 Uber (UBER) | 0.28% | 0% | 8.18% | 9/29/2023 |
 Duolingo (DUOL) | 0.08% | 1.72% | 4.91% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 13.35% | 14.3% |
| Netflix (NFLX) | 13.35% | 14.01% |
| Eli Lilly (LLY) | 11.12% | 12.33% |
| NVIDIA (NVDA) | 12.34% | 11.88% |
| Apple (AAPL) | 8.9% | 8.41% |
| Meta (META) | 6.67% | 7.04% |
| Alphabet (GOOG) | 6.67% | 7.03% |
| S&P Global (SPGI) | 4.45% | 4.03% |
| Alpha Metallurgical (AMR) | 2.22% | 2.7% |
| Microsoft (MSFT) | 2.22% | 2.19% |
| Visa (V) | 2.22% | 2.18% |
| Berkshire Hathaway (BRK.B) | 2.22% | 2.05% |
| Petrobras (PBR) | 2.22% | 2.05% |
| McDonald's (MCD) | 2.22% | 1.95% |
| Shell (SHEL) | 2.22% | 1.91% |
| Coca-Cola (KO) | 2.22% | 1.9% |
| Nike (NKE) | 2.23% | 1.75% |
| AESI Holdings (AESI) | 2.22% | 1.52% |