Portfolio Diversification
Range
Most Diversified
18 instruments
November 7, 2024
Least Diversified
4 instruments
January 4, 2023
Average
11.5 instruments
Most Consistent Holdings
Top 5
MSFT100%
NVDA98.13%
AAPL97.73%
RIVN96.52%
AMZN92.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 17.84% | 10.94% | 100% | - |
| NVIDIA (NVDA) | 15.47% | 13.9% | 98.13% | - |
| Amazon (AMZN) | 13.78% | 11.06% | 92.65% | - |
 Starbucks (SBUX) | 7.76% | 13.78% | 52.94% | - |
| Apple (AAPL) | 7.53% | 0% | 97.73% | 1/13/2025 |
 Tesla (TSLA) | 6.99% | 0% | 50% | 1/19/2024 |
| Rivian (RIVN) | 6.79% | 4.55% | 96.52% | - |
 ASML (ASML.NV) | 3.31% | 0% | 38.77% | 1/19/2024 |
 Alphabet (GOOG) | 2.76% | 3.96% | 48.4% | - |
 Coca-Cola (KO) | 2.16% | 3.07% | 50% | - |
 Disney (DIS) | 2.12% | 0% | 42.38% | 2/20/2024 |
 Costco (COST) | 1.88% | 4.47% | 37.97% | - |
 Medical Properties Trust (MPW) | 1.78% | 2.14% | 52.14% | - |
 UnitedHealth (UNH) | 1.39% | 8.88% | 26.87% | - |
 Nike (NKE) | 1.36% | 3.74% | 48.66% | - |
 Pfizer (PFE) | 1.24% | 6.5% | 27.41% | - |
 Mastercard (MA) | 0.8% | 0% | 48.4% | 1/29/2024 |
 TSMC (TSM) | 0.63% | 0% | 10.96% | 3/28/2023 |
 American Express (AXP) | 0.59% | 3.07% | 18.72% | - |
 FedEx (FDX) | 0.59% | 0% | 21.52% | 12/17/2024 |
 Chevron (CVX) | 0.47% | 0% | 20.86% | 11/11/2024 |
 Realty Income (O) | 0.4% | 2% | 25.94% | - |
 Ally (ALLY) | 0.4% | 0% | 13.5% | 5/10/2024 |
 Eli Lilly (LLY) | 0.36% | 4.85% | 11.36% | - |
 Philip Morris (PM) | 0.18% | 3.06% | 7.62% | - |
 Shopify (SHOP) | 0.06% | 0% | 6.15% | 6/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 7.81% | 16% |
| Starbucks (SBUX) | 14.22% | 12.23% |
| Microsoft (MSFT) | 11.12% | 11.02% |
| Amazon (AMZN) | 7.7% | 10.8% |
| UnitedHealth (UNH) | 10.36% | 7.93% |
| Pfizer (PFE) | 9% | 6.84% |
| Rivian (RIVN) | 5.78% | 5.15% |
| Costco (COST) | 4.81% | 4.48% |
| Alphabet (GOOG) | 3.81% | 4.04% |
| Eli Lilly (LLY) | 5.01% | 4.01% |
| Nike (NKE) | 4.22% | 3.12% |
| American Express (AXP) | 3.13% | 3.06% |
| Apple (AAPL) | 1.71% | 2.57% |
| Philip Morris (PM) | 3.19% | 2.38% |
| Coca-Cola (KO) | 2.68% | 2.25% |
| Realty Income (O) | 2.88% | 2.08% |
| Medical Properties Trust (MPW) | 2.57% | 2.03% |