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Portfolio Diversification
Range
Most Diversified
28 instruments
December 17, 2024
Least Diversified
0 instruments
April 4, 2026
Average
14.8 instruments
Most Consistent Holdings
Top 5
NKE95.42%
INMD93.5%
GOOG69.94%
UPS68.02%
CMCSA67.7%
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) | 14.79% | 0% | 69.94% | 9/20/2026 |
 NVIDIA (NVDA) | 8.59% | 0% | 58% | 9/20/2026 |
 Realty Income (O) | 8.11% | 0% | 33.69% | 3/10/2025 |
 Amazon (AMZN) | 7.82% | 0% | 57.89% | 9/20/2026 |
 Meta (META) | 7.17% | 0% | 56.08% | 9/20/2026 |
 Pfizer (PFE) | 4.9% | 0% | 39.66% | 3/10/2025 |
 Microsoft (MSFT) | 4.74% | 0% | 46.27% | 9/20/2026 |
 Walgreens (WBA) | 4.55% | 0% | 53.94% | 9/1/2025 |
 UnitedHealth (UNH) | 4.34% | 0% | 55.65% | 6/25/2026 |
 Novo-Nordisk (NVO) | 3.95% | 0% | 56.29% | 9/20/2026 |
 SoFi (SOFI) | 3.64% | 0% | 25.91% | 11/6/2024 |
| Nike (NKE) | 3.09% | 0% | 95.42% | 9/20/2026 |
 JD.com (JD.US) | 1.82% | 0% | 27.19% | 3/28/2025 |
 CVS Health (CVS) | 1.74% | 0% | 30.7% | 2/28/2025 |
 Humana (HUM) | 1.39% | 0% | 54.16% | 9/2/2025 |
| UPS (UPS) | 1.25% | 0% | 68.02% | 9/20/2026 |
 PDD Holdings (PDD) | 1.25% | 0% | 22.6% | 3/28/2025 |
| Comcast (CMCSA) | 1.23% | 0% | 67.7% | 9/20/2026 |
 Li Auto (LI) | 1.13% | 0% | 51.28% | 7/17/2025 |
 Occidental (OXY) | 1.08% | 0% | 53.94% | 2/23/2026 |
 Vale (VALE) | 1.06% | 0% | 60.87% | 11/5/2025 |
 Bristol-Myers Squibb (BMY) | 0.99% | 0% | 10.98% | 8/28/2024 |
 Dollar General (DG.US) | 0.92% | 0% | 22.92% | 4/2/2025 |
 Nu (NU) | 0.92% | 0% | 17.59% | 5/13/2025 |
| Inmode (INMD) | 0.82% | 0% | 93.5% | 9/20/2026 |
 Lockheed Martin (LMT) | 0.79% | 0% | 31.02% | 10/7/2025 |
 Intel (INTC) | 0.7% | 0% | 22.28% | 3/25/2025 |
 ASML (ASML) | 0.63% | 0% | 13.86% | 12/12/2025 |
 Ecopetrol (EC) | 0.56% | 0% | 12.58% | 3/10/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.54% | 0% | 9.28% | 3/10/2025 |
 CNR (CNI) | 0.46% | 0% | 16.1% | 5/13/2025 |
 Snowflake (SNOW) | 0.46% | 0% | 16.63% | 11/21/2024 |
 Starbucks (SBUX) | 0.43% | 0% | 16.74% | 8/27/2024 |
 Rivian (RIVN) | 0.35% | 0% | 5.65% | 5/14/2024 |
 Bradesco (BBD) | 0.34% | 0% | 11.19% | 3/21/2025 |
 Centene (CNC) | 0.32% | 0% | 9.59% | 3/10/2025 |
 Ford (F) | 0.31% | 0% | 10.55% | 3/25/2025 |
 Mondelez (MDLZ) | 0.27% | 0% | 8.96% | 3/3/2025 |
 Uber (UBER) | 0.25% | 0% | 7.36% | 2/18/2025 |
 Johnson & Johnson (JNJ) | 0.23% | 0% | 7.46% | 2/21/2025 |
 Hershey (HSY) | 0.23% | 0% | 3.41% | 12/9/2024 |
 Walmart (WMT) | 0.22% | 0% | 7.25% | 4/30/2025 |
 Chewy (CHWY) | 0.08% | 0% | 1.92% | 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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