Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Eli Lilly (LLY) | 11.6% | 7.72% | 96.21% | - |
 Netflix (NFLX) | 11.3% | 10.19% | 89.16% | - |
 Amazon (AMZN) | 10.61% | 7.16% | 94.84% | - |
 NVIDIA (NVDA) | 9.91% | 17.09% | 71.08% | - |
 Alphabet (GOOG) | 7.37% | 4.27% | 91.57% | - |
 Apple (AAPL) | 6.58% | 4.16% | 93.8% | - |
 Meta (META) | 6.1% | 5.75% | 87.44% | - |
 Coca-Cola (KO) | 5.81% | 4.1% | 99.66% | - |
 Nike (NKE) | 3.69% | 0% | 62.31% | 3/22/2024 |
 Microsoft (MSFT) | 3.07% | 2.62% | 86.57% | - |
 Visa (V) | 2.73% | 5.1% | 87.95% | - |
 McDonald's (MCD) | 2.15% | 0.83% | 90.36% | - |
 Activision Blizzard, Inc. (ATVI) | 2.12% | 0% | 18.07% | 7/11/2023 |
 Berkshire Hathaway (BRK.B) | 1.7% | 1.07% | 80.72% | - |
 Alpha Metallurgical (AMR) | 1.66% | 0% | 60.07% | 9/6/2024 |
 Walmart (WMT) | 1.65% | 4.14% | 44.23% | - |
 Costco (COST) | 1.38% | 3.65% | 39.24% | - |
 S&P Global (SPGI) | 1.33% | 1.93% | 53.7% | - |
 Toyota (TM) | 1.13% | 2.24% | 38.21% | - |
 AESI Holdings (AESI) | 0.99% | 0.7% | 69.88% | - |
 Shell (SHEL) | 0.86% | 0.78% | 62.13% | - |
 Crowdstrike (CRWD) | 0.84% | 0% | 25.47% | 8/1/2024 |
 Petrobras (PBR) | 0.8% | 0.72% | 59.38% | - |
 Mastercard (MA) | 0.78% | 5.21% | 22.72% | - |
 Rolls-Royce (RR.L) | 0.61% | 4.78% | 14.11% | - |
 Procter & Gamble (PG) | 0.58% | 0% | 5.34% | 5/25/2023 |
 Supermicro (SMCI) | 0.44% | 0% | 35.28% | 9/6/2024 |
 Flutter (FLTR.L) | 0.33% | 4.2% | 8.26% | - |
 Uber (UBER) | 0.3% | 0% | 8.61% | 9/29/2023 |
 Duolingo (DUOL) | 0% | 1.57% | 0.17% | - |
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% |