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Portfolio Diversification
Range
Most Diversified
21 instruments
October 10, 2025
Least Diversified
0 instruments
April 4, 2026
Average
16 instruments
Most Consistent Holdings
Top 5
MCD99.7%
TSLA99.7%
NVDA99.7%
GS99.7%
UNH99.39%
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) | 8.43% | 12.49% | 68.98% | - |
| NVIDIA (NVDA) | 8.25% | 14.8% | 99.7% | - |
| McDonald's (MCD) | 6.54% | 3.32% | 99.7% | - |
| Tesla (TSLA) | 6.52% | 4.59% | 99.7% | - |
| UnitedHealth (UNH) | 3.2% | 2.18% | 99.39% | - |
 Berkshire Hathaway (BRK.B) | 3.01% | 2.03% | 92.64% | - |
 Shopify (SHOP) | 2.95% | 4.62% | 48.42% | - |
 Bitcoin (BTC) | 2.58% | 3.98% | 56.93% | - |
| Goldman Sachs (GS) | 2.54% | 4.83% | 99.7% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.27% | 0% | 64.72% | 2/26/2026 |
 Alphabet (GOOG) | 2.27% | 4.4% | 75.85% | - |
 Microsoft (MSFT) | 1.51% | 2.62% | 61.68% | - |
 Costco (COST) | 1.5% | 2.36% | 57.3% | - |
 Bank of America (BAC) | 1.48% | 0% | 50.73% | 5/14/2024 |
 Enphase (ENPH) | 1.29% | 0% | 54.01% | 4/10/2025 |
 Apple (AAPL) | 1.2% | 0% | 50.12% | 5/14/2024 |
 Lululemon (LULU) | 1.17% | 0.82% | 45.68% | - |
 Tencent (0700.HK) | 1% | 0% | 35.77% | 10/13/2025 |
 Meta (META) | 0.75% | 1.04% | 46.9% | - |
 Citi (C) | 0.7% | 0% | 11.8% | 7/14/2022 |
 Snowflake (SNOW) | 0.66% | 0% | 23.66% | 12/23/2025 |
 Alibaba (9988.HK) | 0.6% | 0% | 19.46% | 10/13/2025 |
 JPMorgan (JPM) | 0.45% | 0% | 10.04% | 6/15/2022 |
 Disney (DIS) | 0.43% | 0% | 19.22% | 7/26/2023 |
 SPDR Gold (GLD) | 0.42% | 2.48% | 29.01% | - |
 Adobe (ADBE) | 0.33% | 0% | 24.03% | 1/12/2026 |
 iShares US Treasury Bond ETF (GOVT) | 0.27% | 0% | 10.52% | 7/31/2023 |
 JD (9618.HK) | 0.2% | 0% | 7.66% | 7/19/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.2% | 0% | 7.79% | 10/25/2022 |
 Eaton (ETN) | 0.2% | 1.88% | 12.23% | - |
 Intuitive Surgical (ISRG) | 0.16% | 0% | 7.48% | 5/24/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.16% | 0% | 4.87% | 10/23/2023 |
 Tempus AI Inc (TEM.US) | 0.12% | 0.34% | 17.7% | - |
 Ishares Asia 50 Etf (AIA) | 0.11% | 1.38% | 9% | - |
 Ford (F) | 0.11% | 0% | 5.47% | 6/28/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.11% | 0% | 7.54% | 2/4/2026 |
 Amazon (AMZN) | 0.09% | 0% | 11.13% | 2/4/2026 |
 Johnson & Johnson (JNJ) | 0.08% | 0% | 3.35% | 2/24/2022 |
 LVMH (MC.PA) | 0.07% | 0% | 3.04% | 2/22/2022 |
 Xiaomi (1810.HK) | 0.06% | 0% | 3.77% | 3/3/2022 |
 TSMC (TSM) | 0.05% | 0% | 1.34% | 2/13/2024 |
 Oracle (ORCL) | 0.04% | 0.75% | 5.17% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.04% | 0% | 3.89% | 1/15/2025 |
 AMD (AMD) | 0.03% | 0% | 2.01% | 5/14/2026 |
 Sea (SE) | 0.03% | 0% | 0.24% | 1/4/2022 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.02% | 0% | 2.86% | 4/22/2026 |
 Meituan (03690.HK) | 0.02% | 0% | 26.03% | 6/6/2024 |
 Micron (MU) | 0.01% | 0.66% | 2.43% | - |
 Salesforce (CRM) | 0.01% | 0% | 0.49% | 6/13/2024 |
 Space Exploration Technologies Corp (SPCX) | 0.01% | 0.28% | 2.43% | - |
 Lyft (LYFT) | 0% | 0% | 0.24% | 1/4/2022 |
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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