Portfolio Diversification
Range
Most Diversified
19 instruments
March 30, 2023
Least Diversified
12 instruments
May 15, 2024
Average
15 instruments
Most Consistent Holdings
Top 5
MCD100%
TSLA100%
NVDA100%
GS100%
UNH99.56%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| McDonald's (MCD) | 7.81% | 4.78% | 100% | - |
| Tesla (TSLA) | 7.03% | 4.62% | 100% | - |
| NVIDIA (NVDA) | 6.34% | 10.95% | 100% | - |
 Palantir (PLTR) | 4.62% | 19.63% | 55.58% | - |
| UnitedHealth (UNH) | 3.79% | 3.03% | 99.56% | - |
 Berkshire Hathaway (BRK.B) | 3.64% | 1.55% | 89.8% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.48% | 4.08% | 62.88% | - |
 Alphabet (GOOG) | 2.23% | 1.77% | 65.52% | - |
| Goldman Sachs (GS) | 2.22% | 2.29% | 100% | - |
 Bank of America (BAC) | 2.14% | 0% | 73.35% | 5/14/2024 |
 Microsoft (MSFT) | 1.85% | 0% | 73.18% | 2/5/2025 |
 Enphase (ENPH) | 1.83% | 1.34% | 75.73% | - |
 Apple (AAPL) | 1.73% | 0% | 72.47% | 5/14/2024 |
 Shopify (SHOP) | 1.63% | 6.09% | 25.86% | - |
 Bitcoin (BTC) | 1.43% | 5.72% | 38.17% | - |
 Costco (COST) | 1.22% | 0.97% | 38.7% | - |
 Tencent (0700.HK) | 1.11% | 2.07% | 32.98% | - |
 Citi (C) | 1.01% | 0% | 17.06% | 7/14/2022 |
 Lululemon (LULU) | 0.86% | 3.98% | 21.9% | - |
 Meta (META) | 0.83% | 0% | 44.94% | 6/21/2023 |
 Alibaba (9988.HK) | 0.79% | 0% | 23.39% | 10/3/2024 |
 JPMorgan (JPM) | 0.65% | 0% | 14.51% | 6/15/2022 |
 Disney (DIS) | 0.62% | 0% | 27.79% | 7/26/2023 |
 iShares US Treasury Bond ETF (GOVT) | 0.4% | 0% | 15.22% | 7/31/2023 |
 JD (9618.HK) | 0.29% | 0% | 11.08% | 7/19/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.29% | 0% | 11.26% | 10/25/2022 |
 Intuitive Surgical (ISRG) | 0.23% | 0% | 10.82% | 5/24/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.23% | 0% | 7.04% | 10/23/2023 |
 Ford (F) | 0.16% | 0% | 7.92% | 6/28/2022 |
 Adobe (ADBE) | 0.14% | 1.67% | 8% | - |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 4.84% | 2/24/2022 |
 Snowflake (SNOW) | 0.1% | 3.28% | 9.23% | - |
 LVMH (MC.PA) | 0.09% | 0% | 4.4% | 2/22/2022 |
 Xiaomi (1810.HK) | 0.08% | 0% | 5.45% | 3/3/2022 |
 TSMC (TSM) | 0.07% | 0% | 1.93% | 2/13/2024 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.05% | 0% | 5.63% | 1/15/2025 |
 Sea (SE) | 0.04% | 0% | 0.35% | 1/4/2022 |
 AMD (AMD) | 0.04% | 0% | 2.46% | 2/3/2025 |
 Meituan (03690.HK) | 0.03% | 0% | 37.64% | 6/6/2024 |
 Salesforce (CRM) | 0.02% | 0% | 0.7% | 6/13/2024 |
 Lyft (LYFT) | 0.01% | 0% | 0.35% | 1/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 5.87% | 17.31% |
| NVIDIA (NVDA) | 5.87% | 10.71% |
| Shopify (SHOP) | 5.22% | 6.64% |
| Tesla (TSLA) | 3.26% | 5.02% |
| Lululemon (LULU) | 4.57% | 4.56% |
| McDonald's (MCD) | 5.22% | 4.32% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 5.87% | 3.61% |
| Bitcoin (BTC) | 1.96% | 3.21% |
| UnitedHealth (UNH) | 3.92% | 3.01% |
| Microsoft (MSFT) | 2.61% | 1.99% |
| Adobe (ADBE) | 2.61% | 1.82% |
| Enphase (ENPH) | 3.92% | 1.48% |
| Goldman Sachs (GS) | 1.19% | 1.4% |
| Berkshire Hathaway (BRK.B) | 1.31% | 1.3% |
| Snowflake (SNOW) | 1.31% | 0.83% |
| iShares Core S&P Mid-Cap ETF (IJH) | 1.31% | 0.83% |