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Portfolio Diversification
Range
Most Diversified
34 instruments
December 23, 2025
Least Diversified
0 instruments
October 20, 2025
Average
29.4 instruments
Most Consistent Holdings
Top 5
GOOG99.67%
MSFT99.67%
AMZN99.67%
DIS99.67%
INTC99.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Royal Caribbean (RCL) | 45.77% | 49.9% | 99.67% | - |
 Carnival (CCL) | 9.74% | 9.52% | 99.58% | - |
 Apple (AAPL) | 8.86% | 7.95% | 99.58% | - |
 Norwegian Cruise Line (NCLH) | 6.66% | 4.36% | 99.67% | - |
| Disney (DIS) | 3.7% | 2.5% | 99.67% | - |
| Microsoft (MSFT) | 3.54% | 2.55% | 99.67% | - |
 Tesla (TSLA) | 3.09% | 2.39% | 99.5% | - |
 Rolls-Royce (RR.L) | 2.46% | 3.37% | 99.67% | - |
 Berkshire Hathaway (BRK.B) | 2.04% | 1.64% | 99.67% | - |
 Toyota (TM) | 1.8% | 1.27% | 99.58% | - |
 Boeing (BA) | 1.67% | 1.28% | 99.58% | - |
| Amazon (AMZN) | 1.48% | 1.5% | 99.67% | - |
 MercadoLibre (MELI) | 1.39% | 1% | 99.58% | - |
| Alphabet (GOOG) | 1.07% | 1.46% | 99.67% | - |
 Southwest (LUV) | 1.06% | 0% | 90.41% | 1/2/2026 |
 Airbus (AIR.PA) | 0.84% | 0.65% | 99.67% | - |
 NVIDIA (NVDA) | 0.68% | 2.52% | 57.05% | - |
 Airbnb (ABNB) | 0.47% | 0% | 90.41% | 1/2/2026 |
 MGM (MGM) | 0.45% | 0% | 90.41% | 1/2/2026 |
 Netflix (NFLX) | 0.44% | 0% | 66.64% | 3/20/2025 |
 Annaly (NLY) | 0.35% | 0.34% | 99.67% | - |
 Volkswagen (VOW3.DE) | 0.34% | 0% | 90.66% | 1/5/2026 |
| Intel (INTC) | 0.32% | 0.65% | 99.67% | - |
 Welltower (WELL) | 0.29% | 1.19% | 28.94% | - |
 AMD (AMD) | 0.19% | 3.27% | 10.09% | - |
 Wendy's (WEN) | 0.13% | 0% | 89.07% | 1/2/2026 |
 Adobe (ADBE) | 0.13% | 0% | 90.49% | 1/2/2026 |
 Nio (NIO) | 0.13% | 0% | 49.62% | 8/27/2024 |
 EHang (EH) | 0.1% | 0% | 49.87% | 8/30/2024 |
 American Airlines (AAL) | 0.08% | 0% | 90.41% | 1/2/2026 |
 Volvo (VOLV-A.ST) | 0.05% | 0% | 68.81% | 1/5/2026 |
 Meta (META) | 0.04% | 0.19% | 23.85% | - |
 AGNC (AGNC) | 0.04% | 0.09% | 46.37% | - |
 Virgin Galactic (SPCE) | 0.03% | 0% | 52.71% | 10/30/2024 |
 Vail Resorts (MTN) | 0.03% | 0% | 29.19% | 1/2/2026 |
 Johnson & Johnson (JNJ) | 0.01% | 0% | 44.79% | 1/2/2026 |
 Avis (CAR) | 0.01% | 0% | 40.95% | 1/2/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Royal Caribbean (RCL) | 27.58% | 50.93% |
| Carnival (CCL) | 15.26% | 10.44% |
| Apple (AAPL) | 8.21% | 7.58% |
| Norwegian Cruise Line (NCLH) | 10.27% | 5.02% |
| Rolls-Royce (RR.L) | 0.8% | 3.2% |
| Microsoft (MSFT) | 3.08% | 2.81% |
| Tesla (TSLA) | 1.85% | 2.76% |
| Disney (DIS) | 7.61% | 2.63% |
| NVIDIA (NVDA) | 3.93% | 2.06% |
| Berkshire Hathaway (BRK.B) | 1.87% | 1.67% |
| Toyota (TM) | 2.05% | 1.32% |
| Amazon (AMZN) | 2.02% | 1.3% |
| Alphabet (GOOG) | 0.82% | 1.3% |
| Boeing (BA) | 2.01% | 1.13% |
| MercadoLibre (MELI) | 1.85% | 1.07% |
| Welltower (WELL) | 1.88% | 1.02% |
| Southwest (LUV) | 2.05% | 0.94% |
| Airbus (AIR.PA) | 0.72% | 0.72% |
| Airbnb (ABNB) | 1.03% | 0.33% |
| Annaly (NLY) | 0.91% | 0.32% |
| Intel (INTC) | 0.8% | 0.29% |
| MGM (MGM) | 0.41% | 0.27% |
| Volkswagen (VOW3.DE) | 0.72% | 0.2% |
| Meta (META) | 0.45% | 0.18% |
| AGNC (AGNC) | 0.19% | 0.09% |
| Vail Resorts (MTN) | 0.24% | 0.08% |
| American Airlines (AAL) | 0.21% | 0.06% |
| Adobe (ADBE) | 0.21% | 0.06% |
| Volvo (VOLV-A.ST) | 0.11% | 0.06% |
| Wendy's (WEN) | 0.26% | 0.04% |
| AMD (AMD) | 0.09% | 0.04% |
| Avis (CAR) | 0.05% | 0.03% |
| Johnson & Johnson (JNJ) | 0.05% | 0.03% |
| Virgin Galactic (SPCE) | 0.42% | 0% |
Cash & Instruments Over Time
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