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Portfolio Diversification
Range
Most Diversified
28 instruments
December 17, 2024
Least Diversified
0 instruments
April 4, 2026
Average
15.1 instruments
Most Consistent Holdings
Top 5
NKE95.36%
INMD93.32%
GOOG68.29%
UPS66.25%
CMCSA65.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 16, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 14.33% | 24.01% | 68.29% | - |
 Realty Income (O) | 8.62% | 0% | 35.79% | 3/10/2025 |
 NVIDIA (NVDA) | 8.21% | 15.05% | 55.61% | - |
 Amazon (AMZN) | 7.53% | 12.63% | 55.49% | - |
 Meta (META) | 6.4% | 12.29% | 53.57% | - |
 Pfizer (PFE) | 5.21% | 0% | 42.13% | 3/10/2025 |
 Walgreens (WBA) | 4.84% | 0% | 57.3% | 9/1/2025 |
 UnitedHealth (UNH) | 4.61% | 0% | 59.12% | 6/25/2026 |
 Microsoft (MSFT) | 3.99% | 23.11% | 43.15% | - |
 SoFi (SOFI) | 3.86% | 0% | 27.52% | 11/6/2024 |
 Novo-Nordisk (NVO) | 3.73% | 9.18% | 53.79% | - |
| Nike (NKE) | 3.25% | 0.67% | 95.36% | - |
 JD.com (JD.US) | 1.93% | 0% | 28.88% | 3/28/2025 |
 CVS Health (CVS) | 1.85% | 0% | 32.62% | 2/28/2025 |
 Humana (HUM) | 1.48% | 0% | 57.53% | 9/2/2025 |
 PDD Holdings (PDD) | 1.32% | 0% | 24.01% | 3/28/2025 |
| UPS (UPS) | 1.25% | 1.62% | 66.25% | - |
| Comcast (CMCSA) | 1.24% | 1.09% | 65.91% | - |
 Li Auto (LI) | 1.2% | 0% | 54.47% | 7/17/2025 |
 Occidental (OXY) | 1.15% | 0% | 57.3% | 2/23/2026 |
 Vale (VALE) | 1.13% | 0% | 64.67% | 11/5/2025 |
 Bristol-Myers Squibb (BMY) | 1.05% | 0% | 11.66% | 8/28/2024 |
 Dollar General (DG.US) | 0.98% | 0% | 24.35% | 4/2/2025 |
 Nu (NU) | 0.98% | 0% | 18.69% | 5/13/2025 |
| Inmode (INMD) | 0.85% | 0.32% | 93.32% | - |
 Lockheed Martin (LMT) | 0.84% | 0% | 32.96% | 10/7/2025 |
 Intel (INTC) | 0.75% | 0% | 23.67% | 3/25/2025 |
 ASML (ASML) | 0.67% | 0% | 14.72% | 12/12/2025 |
 Ecopetrol (EC) | 0.6% | 0% | 13.36% | 3/10/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.58% | 0% | 9.85% | 3/10/2025 |
 CNR (CNI) | 0.49% | 0% | 17.1% | 5/13/2025 |
 Snowflake (SNOW) | 0.49% | 0% | 17.67% | 11/21/2024 |
 Starbucks (SBUX) | 0.45% | 0% | 17.78% | 8/27/2024 |
 Rivian (RIVN) | 0.37% | 0% | 6% | 5/14/2024 |
 Bradesco (BBD) | 0.36% | 0% | 11.89% | 3/21/2025 |
 Centene (CNC) | 0.34% | 0% | 10.19% | 3/10/2025 |
 Ford (F) | 0.33% | 0% | 11.21% | 3/25/2025 |
 Mondelez (MDLZ) | 0.29% | 0% | 9.51% | 3/3/2025 |
 Uber (UBER) | 0.26% | 0% | 7.81% | 2/18/2025 |
 Johnson & Johnson (JNJ) | 0.25% | 0% | 7.93% | 2/21/2025 |
 Hershey (HSY) | 0.25% | 0% | 3.62% | 12/9/2024 |
 Walmart (WMT) | 0.24% | 0% | 7.7% | 4/30/2025 |
 Chewy (CHWY) | 0.09% | 0% | 2.04% | 4/8/2024 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 19.33% | 30.34% |
| NVIDIA (NVDA) | 10.66% | 14.74% |
| Meta (META) | 16.47% | 14.05% |
| Amazon (AMZN) | 13.55% | 12.97% |
| UnitedHealth (UNH) | 11.06% | 7.99% |
| Novo-Nordisk (NVO) | 10.52% | 7.01% |
| Microsoft (MSFT) | 8.84% | 6.93% |
| Occidental (OXY) | 2.49% | 1.62% |
| UPS (UPS) | 2.42% | 1.47% |
| Comcast (CMCSA) | 2.42% | 1.46% |
| Nike (NKE) | 1.65% | 1.04% |
| Inmode (INMD) | 0.51% | 0.31% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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