Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 5.36% | 8.5% | 99.8% | - |
 Meta (META) | 4.34% | 7.64% | 91.41% | - |
 Crowdstrike (CRWD) | 3.99% | 2.52% | 87.8% | - |
 Alphabet (GOOG) | 3.92% | 5.94% | 95.8% | - |
 NVIDIA (NVDA) | 3.74% | 4.85% | 88.29% | - |
 Apple (AAPL) | 3.62% | 3.19% | 87.22% | - |
 Goldman Sachs (GS) | 3.53% | 2.47% | 99.8% | - |
 Amazon (AMZN) | 3.52% | 7.18% | 79.61% | - |
 JPMorgan (JPM) | 3.49% | 0% | 89.85% | 11/6/2024 |
 Cloudflare (NET) | 3.38% | 2.75% | 80.1% | - |
 HubSpot (HUBS) | 3.04% | 0% | 98.83% | 11/11/2024 |
 Visa (V) | 3.01% | 0% | 72.78% | 2/15/2024 |
 AMD (AMD) | 2.94% | 2.65% | 72% | - |
 Lloyd's (LLOY.L) | 2.74% | 0% | 75.41% | 6/7/2024 |
 Citi (C) | 2.65% | 0% | 78.63% | 7/18/2024 |
 HCA (HCA) | 2.62% | 6.28% | 67.71% | - |
 Barclays (BARC.L) | 2.58% | 0% | 81.17% | 10/24/2024 |
 Salesforce (CRM) | 2.54% | 0% | 91.12% | 8/23/2024 |
 Palo Alto Networks (PANW) | 2.5% | 2.49% | 66.44% | - |
 Standard Chartered (STAN.L) | 2.34% | 0% | 67.61% | 11/7/2024 |
 UnitedHealth (UNH) | 2.21% | 5.59% | 60% | - |
 Mastercard (MA) | 2.12% | 5.03% | 52.1% | - |
 Spotify (SPOT) | 2.1% | 0% | 91.12% | 10/1/2024 |
 Airbnb (ABNB) | 2.05% | 0% | 62.44% | 6/24/2024 |
 Splunk Inc (SPLK) | 1.16% | 0% | 31.51% | 8/29/2023 |
 GE (GE) | 1.14% | 4.63% | 30.83% | - |
 Bank of America (BAC) | 1.12% | 0% | 32.2% | 5/31/2024 |
 CyberArk (CYBR) | 1.09% | 2.15% | 26.54% | - |
 Netflix (NFLX) | 0.97% | 0% | 33.46% | 10/18/2024 |
 MongoDB (MDB) | 0.7% | 2.8% | 29.46% | - |
 Etsy (ETSY) | 0.7% | 0% | 24.2% | 2/22/2024 |
 Tesla (TSLA) | 0.64% | 2.45% | 16.2% | - |
 DocuSign (DOCU) | 0.58% | 0% | 20.98% | 10/7/2024 |
 Adobe (ADBE) | 0.48% | 3.83% | 16.88% | - |
 Micron (MU) | 0.37% | 2.51% | 14.15% | - |
 Palantir (PLTR) | 0.33% | 0% | 12.59% | 10/11/2024 |
 NatWest (NWG.L) | 0.31% | 0% | 12.49% | 7/13/2022 |
 BP (BP.US) | 0.31% | 0% | 7.41% | 11/25/2022 |
 BP (BP.L) | 0.24% | 0% | 8.2% | 11/25/2022 |
 ServiceNow (NOW) | 0.19% | 0% | 7.71% | 9/13/2024 |
 HP (HPQ) | 0.18% | 0% | 8.98% | 5/23/2024 |
 Merck (MRK) | 0.17% | 3.7% | 5.37% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.13% | 0% | 3.71% | 9/19/2024 |
 LSE (LSEG.L) | 0.11% | 0% | 2.34% | 1/24/2022 |
 American Express (AXP) | 0.11% | 3.34% | 3.32% | - |
 GoDaddy (GDDY) | 0.1% | 0% | 2.34% | 1/24/2022 |
 Moody's (MCO) | 0.08% | 3.95% | 2.83% | - |
 Veeva (VEEV) | 0.05% | 0% | 1.46% | 6/2/2023 |
 Gold (Non Expiry) (GOLD) | 0.05% | 0% | 6.73% | 3/13/2024 |
 PayPal (PYPL) | 0.04% | 0% | 1.17% | 1/12/2022 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.68% | 2/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 4.64% | 5.08% |
| Meta (META) | 4.64% | 5.03% |
| Microsoft (MSFT) | 4.64% | 4.98% |
| Alphabet (GOOG) | 4.64% | 4.47% |
| HCA (HCA) | 3.48% | 3.96% |
| Goldman Sachs (GS) | 3.86% | 3.92% |
| Mastercard (MA) | 3.48% | 3.85% |
| Visa (V) | 3.48% | 3.83% |
| JPMorgan (JPM) | 3.48% | 3.83% |
| Bank of America (BAC) | 3.48% | 3.83% |
| GE (GE) | 3.48% | 3.76% |
| NVIDIA (NVDA) | 3.48% | 3.63% |
| UnitedHealth (UNH) | 3.48% | 3.45% |
| Lloyd's (LLOY.L) | 3.48% | 3.39% |
| Citi (C) | 3.48% | 3.37% |
| Apple (AAPL) | 3.48% | 3.31% |
| Standard Chartered (STAN.L) | 3.48% | 3.28% |
| Barclays (BARC.L) | 3.48% | 3.25% |
| Airbnb (ABNB) | 3.48% | 3.1% |
| HubSpot (HUBS) | 3.09% | 2.96% |
| Etsy (ETSY) | 3.48% | 2.84% |
| Netflix (NFLX) | 2.32% | 2.5% |
| Salesforce (CRM) | 3.06% | 2.44% |
| Spotify (SPOT) | 2.32% | 2.33% |
| MongoDB (MDB) | 2.32% | 2.14% |
| Palantir (PLTR) | 2.32% | 2.12% |