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Portfolio Diversification
Range
Most Diversified
25 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.3 instruments
Most Consistent Holdings
Top 5
AAPL99.3%
META99.3%
MSFT99.3%
WMT99.3%
NVDA99.3%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 11.92% | 14.04% | 99.3% | - |
| Microsoft (MSFT) | 10.67% | 11.02% | 99.3% | - |
| Apple (AAPL) | 9.86% | 8.55% | 99.3% | - |
 Alibaba (BABA) | 8.16% | 10.94% | 99.3% | - |
 iShares MSCI India ETF (INDA) | 7.94% | 7.14% | 84.25% | - |
| Meta (META) | 6.22% | 7.74% | 99.3% | - |
 Dole (DOLE) | 5.89% | 7.22% | 67.49% | - |
 Tesla (TSLA) | 5.11% | 0% | 79.52% | 11/3/2025 |
 Alphabet (GOOGL) | 5.03% | 12.83% | 99.3% | - |
 BlackRock (BLK) | 3.81% | 3.65% | 86.97% | - |
 McDonald's (MCD) | 3.11% | 0% | 76.26% | 12/4/2025 |
 Altria (MO) | 2.03% | 0% | 37.63% | 5/8/2024 |
 Groupon (GRPN) | 1.74% | 0% | 28.78% | 8/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.61% | 5.14% | 40.26% | - |
| Walmart (WMT) | 1.51% | 1.13% | 99.3% | - |
 Veolia (VIE.PA) | 1.5% | 0% | 82% | 12/5/2025 |
 Vitesse Energy (VTS) | 1.43% | 0% | 42.59% | 2/10/2025 |
 Nu (NU) | 1.08% | 6.21% | 18.31% | - |
 Palantir (PLTR) | 1.08% | 1.29% | 99.07% | - |
 HSBC (HSBC) | 0.96% | 0% | 37.63% | 5/8/2024 |
 Realty Income (O) | 0.88% | 0% | 45% | 12/4/2025 |
 B2Gold (BTG.US) | 0.85% | 0% | 32.82% | 7/8/2026 |
 Airbnb (ABNB) | 0.82% | 0% | 23.97% | 11/13/2023 |
 Johnson & Johnson (JNJ) | 0.74% | 0% | 23.97% | 11/13/2023 |
 CarMax (KMX) | 0.74% | 0% | 37.63% | 5/8/2024 |
 Upstart (UPST) | 0.74% | 0% | 65.71% | 5/8/2025 |
 VICI Properties (VICI) | 0.51% | 0% | 44.22% | 12/4/2025 |
 Vestas (VWS.CO) | 0.5% | 0% | 15.13% | 7/18/2023 |
 Euronet (EEFT) | 0.48% | 0% | 12.49% | 4/17/2026 |
 Goldman Sachs (GS) | 0.44% | 0% | 23.2% | 11/3/2025 |
 Sunrun (RUN) | 0.32% | 0% | 23.97% | 11/13/2023 |
 Coinbase (COIN) | 0.27% | 0% | 37.63% | 5/8/2024 |
 Nio (NIO) | 0.25% | 0% | 81.85% | 12/4/2025 |
 DraftKings (DKNG) | 0.16% | 0% | 12.34% | 6/12/2023 |
 Castor Maritime (CTRM) | 0.13% | 0% | 25.37% | 5/2/2025 |
 Netflix (NFLX) | 0.11% | 1.14% | 7.06% | - |
 Honda (HMC) | 0.1% | 0% | 5.66% | 3/17/2023 |
 Tilray (TLRY) | 0.04% | 0% | 13.03% | 12/4/2025 |
 Beyond Meat (BYND) | 0.04% | 0% | 23.97% | 11/13/2023 |
 iShares Gold Trust (IAU) | 0.02% | 1.89% | 1.09% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.28% | 14.4% |
| Alibaba (BABA) | 13.43% | 11.92% |
| iShares MSCI India ETF (INDA) | 13.09% | 9.29% |
| Dole (DOLE) | 11.21% | 8.81% |
| Meta (META) | 9.02% | 8.67% |
| Microsoft (MSFT) | 8.47% | 8.62% |
| Apple (AAPL) | 7.13% | 8.31% |
| Berkshire Hathaway (BRK.B) | 9.46% | 6.16% |
| Nu (NU) | 8.46% | 5.74% |
| BlackRock (BLK) | 4.76% | 4.33% |
| Euronet (EEFT) | 6.09% | 3.93% |
| Alphabet (GOOGL) | 2.81% | 3.75% |
| B2Gold (BTG.US) | 2.64% | 2.57% |
| Palantir (PLTR) | 0.18% | 2.13% |
| Walmart (WMT) | 0.91% | 1.34% |
Cash & Instruments Over Time
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