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Portfolio Diversification
Range
Most Diversified
22 instruments
March 10, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.8 instruments
Most Consistent Holdings
Top 5
AAPL99.37%
META99.37%
MSFT99.37%
MA99.37%
BTC99.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.58% | 17.05% | 99.37% | - |
 Alphabet (GOOG) | 7.01% | 0% | 91.36% | 6/15/2026 |
| Apple (AAPL) | 6.88% | 15.26% | 99.37% | - |
| Mastercard (MA) | 5.79% | 16.07% | 99.37% | - |
| Meta (META) | 5.6% | 8.34% | 99.37% | - |
 Nike (NKE) | 3% | 0.76% | 99.14% | - |
 Keurig Dr Pepper (KDP) | 2.5% | 0% | 89.12% | 5/6/2026 |
| Bitcoin (BTC) | 2.06% | 4.56% | 99.37% | - |
 Home Depot (HD) | 1.98% | 3.44% | 97.35% | - |
 Tesla (TSLA) | 1.8% | 3.77% | 99.02% | - |
 Visa (V) | 1.77% | 0% | 31.49% | 7/27/2023 |
 Domino's (DPZ) | 1.43% | 0% | 89.18% | 5/6/2026 |
 Sony (SONY) | 1.42% | 0% | 82.44% | 1/7/2026 |
 Adidas (ADS.DE) | 1.18% | 0% | 82.44% | 1/7/2026 |
 Chipotle (CMG) | 1.07% | 0% | 27.63% | 7/27/2023 |
 Avantor (AVTR) | 0.8% | 1.13% | 98.62% | - |
 Amazon (AMZN) | 0.36% | 0% | 7.37% | 5/9/2022 |
 Solana (SOL) | 0.34% | 0% | 59.53% | 12/2/2024 |
 Gold (Non Expiry) (GOLD) | 0.16% | 0% | 3.05% | 3/16/2022 |
 Autozone (AZO) | 0.13% | 0% | 5.64% | 5/5/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.1% | 0% | 5.87% | 5/2/2022 |
 Starbucks (SBUX) | 0.09% | 0% | 5.7% | 4/22/2022 |
 Congololingo | 0.03% | 0% | 1.78% | 1/31/2022 |
 Netflix (NFLX) | 0.02% | 0% | 0.75% | 1/13/2022 |
 Abbott (ABT.US) | 0% | 0% | 0.81% | 1/14/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 5.03% | 17.13% |
| Microsoft (MSFT) | 8.39% | 13.57% |
| Apple (AAPL) | 6.71% | 11.34% |
| Meta (META) | 6.71% | 10.37% |
| Mastercard (MA) | 6.71% | 9.17% |
| Bitcoin (BTC) | 3.36% | 3.52% |
| Tesla (TSLA) | 3.36% | 3.15% |
| Keurig Dr Pepper (KDP) | 5.03% | 2.95% |
| Nike (NKE) | 8.39% | 2.72% |
| Sony (SONY) | 3.36% | 2.48% |
| Home Depot (HD) | 3.36% | 2.31% |
| Domino's (DPZ) | 3.36% | 2.04% |
| Adidas (ADS.DE) | 3.36% | 1.53% |
| Avantor (AVTR) | 3.36% | 0.59% |
Cash & Instruments Over Time
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