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Portfolio Diversification
Range
Most Diversified
21 instruments
October 10, 2025
Least Diversified
0 instruments
April 4, 2026
Average
15.9 instruments
Most Consistent Holdings
Top 5
MCD99.87%
TSLA99.87%
NVDA99.87%
GS99.87%
UNH99.55%
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 |
|---|---|---|---|---|
 Palantir (PLTR) | 8.21% | 13.13% | 67.44% | - |
| NVIDIA (NVDA) | 7.91% | 14.81% | 99.87% | - |
| McDonald's (MCD) | 6.73% | 3.33% | 99.87% | - |
| Tesla (TSLA) | 6.59% | 5.76% | 99.87% | - |
| UnitedHealth (UNH) | 3.27% | 1.85% | 99.55% | - |
 Berkshire Hathaway (BRK.B) | 3.07% | 1.8% | 92.42% | - |
 Shopify (SHOP) | 2.88% | 4.14% | 45.73% | - |
 Bitcoin (BTC) | 2.51% | 4.79% | 54.72% | - |
| Goldman Sachs (GS) | 2.43% | 4.18% | 99.87% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.4% | 0% | 68.34% | 2/26/2026 |
 Alphabet (GOOG) | 2.17% | 3.86% | 74.69% | - |
 Bank of America (BAC) | 1.57% | 0% | 53.56% | 5/14/2024 |
 Microsoft (MSFT) | 1.48% | 2.25% | 59.73% | - |
 Costco (COST) | 1.46% | 2.39% | 55.11% | - |
 Enphase (ENPH) | 1.36% | 0% | 57.03% | 4/10/2025 |
 Apple (AAPL) | 1.27% | 0% | 52.92% | 5/14/2024 |
 Lululemon (LULU) | 1.19% | 1.24% | 42.84% | - |
 Tencent (0700.HK) | 1.05% | 0% | 37.76% | 10/13/2025 |
 Citi (C) | 0.74% | 0% | 12.46% | 7/14/2022 |
 Meta (META) | 0.73% | 1.09% | 44.19% | - |
 Snowflake (SNOW) | 0.7% | 0% | 24.98% | 12/23/2025 |
 Alibaba (9988.HK) | 0.64% | 0% | 20.55% | 10/13/2025 |
 JPMorgan (JPM) | 0.47% | 0% | 10.6% | 6/15/2022 |
 Disney (DIS) | 0.45% | 0% | 20.3% | 7/26/2023 |
 Adobe (ADBE) | 0.35% | 0% | 25.37% | 1/12/2026 |
 SPDR Gold (GLD) | 0.33% | 2.3% | 25.24% | - |
 iShares US Treasury Bond ETF (GOVT) | 0.29% | 0% | 11.11% | 7/31/2023 |
 JD (9618.HK) | 0.21% | 0% | 8.09% | 7/19/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.21% | 0% | 8.22% | 10/25/2022 |
 Intuitive Surgical (ISRG) | 0.17% | 0% | 7.9% | 5/24/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.17% | 0% | 5.14% | 10/23/2023 |
 Ford (F) | 0.12% | 0% | 5.78% | 6/28/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.11% | 0% | 7.96% | 2/4/2026 |
 Eaton (ETN) | 0.11% | 1.73% | 7.51% | - |
 Tempus AI Inc (TEM.US) | 0.1% | 0.87% | 13.36% | - |
 Amazon (AMZN) | 0.09% | 0% | 11.75% | 2/4/2026 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 3.53% | 2/24/2022 |
 LVMH (MC.PA) | 0.07% | 0% | 3.21% | 2/22/2022 |
 Xiaomi (1810.HK) | 0.06% | 0% | 3.98% | 3/3/2022 |
 TSMC (TSM) | 0.05% | 0% | 1.41% | 2/13/2024 |
 Ishares Asia 50 Etf (AIA) | 0.05% | 1.32% | 4.17% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.04% | 0% | 4.11% | 1/15/2025 |
 Sea (SE) | 0.03% | 0% | 0.26% | 1/4/2022 |
 AMD (AMD) | 0.03% | 0% | 1.8% | 2/3/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.02% | 0% | 3.02% | 4/22/2026 |
 Meituan (03690.HK) | 0.02% | 0% | 27.49% | 6/6/2024 |
 Salesforce (CRM) | 0.01% | 0% | 0.51% | 6/13/2024 |
 Lyft (LYFT) | 0% | 0% | 0.26% | 1/4/2022 |
 Oracle (ORCL) | 0% | 0.71% | 0.06% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Palantir (PLTR) | 2.59% | 14.62% |
| NVIDIA (NVDA) | 6.74% | 13% |
| Shopify (SHOP) | 4.15% | 7.53% |
| Tesla (TSLA) | 4.67% | 6.04% |
| Bitcoin (BTC) | 5.7% | 4.99% |
| McDonald's (MCD) | 4.15% | 3.42% |
| Goldman Sachs (GS) | 2.5% | 3.11% |
| UnitedHealth (UNH) | 4.15% | 2.35% |
| Alphabet (GOOG) | 2.07% | 2.35% |
| Costco (COST) | 3.11% | 1.94% |
| Lululemon (LULU) | 3.63% | 1.86% |
| Berkshire Hathaway (BRK.B) | 2.07% | 1.82% |
| Vanguard S&P 500 ETF (VOO) | 2.07% | 1.45% |
| SPDR Gold (GLD) | 1.56% | 1.4% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.07% | 1.25% |
| Meta (META) | 1.56% | 1.12% |
| Adobe (ADBE) | 2.07% | 1.08% |
| Amazon (AMZN) | 1.04% | 0.77% |
| Tempus AI Inc (TEM.US) | 1.04% | 0.41% |
Cash & Instruments Over Time
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