Holdings over time
(Since January 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 18.79% | 12.53% | 99.69% | - |
 NVIDIA (NVDA) | 15.21% | 19.55% | 97.53% | - |
 Amazon (AMZN) | 14.21% | 10.66% | 91.22% | - |
 Apple (AAPL) | 8.35% | 2.78% | 99.69% | - |
 Tesla (TSLA) | 8.06% | 0% | 57.63% | 1/19/2024 |
 Rivian (RIVN) | 7.09% | 2.96% | 95.69% | - |
 Starbucks (SBUX) | 6.89% | 14.8% | 45.45% | - |
 ASML (ASML.NV) | 3.81% | 0% | 44.68% | 1/19/2024 |
 Alphabet (GOOG) | 2.57% | 4.03% | 40.22% | - |
 Disney (DIS) | 2.45% | 0% | 48.84% | 2/20/2024 |
 Coca-Cola (KO) | 2.1% | 2.87% | 42.06% | - |
 Medical Properties Trust (MPW) | 1.7% | 2.79% | 44.53% | - |
 Costco (COST) | 1.44% | 4.97% | 28.2% | - |
 Nike (NKE) | 1.07% | 2.88% | 40.52% | - |
 Mastercard (MA) | 0.92% | 0% | 55.78% | 1/29/2024 |
 TSMC (TSM) | 0.72% | 0% | 12.63% | 3/28/2023 |
 UnitedHealth (UNH) | 0.56% | 5.53% | 15.41% | - |
 Chevron (CVX) | 0.49% | 1.78% | 20.8% | - |
 Pfizer (PFE) | 0.47% | 3.42% | 16.02% | - |
 Ally (ALLY) | 0.46% | 0% | 15.56% | 5/10/2024 |
 FedEx (FDX) | 0.41% | 3.17% | 16.02% | - |
 American Express (AXP) | 0.2% | 3.19% | 6.01% | - |
 Realty Income (O) | 0.16% | 2.09% | 14.33% | - |
 Shopify (SHOP) | 0.07% | 0% | 7.09% | 6/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 16.22% | 17.75% |
| Microsoft (MSFT) | 16.12% | 17.56% |
| Tesla (TSLA) | 9.84% | 11.61% |
| NVIDIA (NVDA) | 6.08% | 11.56% |
| Rivian (RIVN) | 11.21% | 10.96% |
| Apple (AAPL) | 9.3% | 8.96% |
| ASML (ASML.NV) | 10.42% | 7.87% |
| Starbucks (SBUX) | 6.64% | 4.48% |
| Disney (DIS) | 6.91% | 4.22% |
| Mastercard (MA) | 1.74% | 1.31% |