Portfolio Diversification
Range
Most Diversified
25 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.8 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
META99.89%
MSFT99.89%
WMT99.89%
TSLA99.89%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 11.5% | 10.19% | 99.89% | - |
 NVIDIA (NVDA) | 10.82% | 13.28% | 99.89% | - |
| Apple (AAPL) | 10.79% | 7.57% | 99.89% | - |
 iShares MSCI India ETF (INDA) | 7.56% | 10.18% | 77.79% | - |
 Alibaba (BABA) | 7.13% | 9.27% | 99.89% | - |
| Tesla (TSLA) | 6.48% | 5.54% | 99.89% | - |
 Alphabet (GOOGL) | 5.27% | 2.53% | 99.89% | - |
| Meta (META) | 5.04% | 9.77% | 99.89% | - |
 Dole (DOLE) | 4.83% | 8.53% | 53.42% | - |
 McDonald's (MCD) | 3.94% | 3.47% | 91.57% | - |
 BlackRock (BLK) | 3.57% | 4.86% | 81.78% | - |
 Altria (MO) | 2.98% | 0% | 55.24% | 5/8/2024 |
 Groupon (GRPN) | 2.55% | 0% | 42.26% | 8/8/2024 |
 Vitesse Energy (VTS) | 2.1% | 0% | 62.53% | 2/10/2025 |
 Veolia (VIE.PA) | 1.99% | 1.18% | 99.89% | - |
| Walmart (WMT) | 1.58% | 1.42% | 99.89% | - |
 HSBC (HSBC) | 1.41% | 0% | 55.24% | 5/8/2024 |
 Airbnb (ABNB) | 1.21% | 0% | 35.19% | 11/13/2023 |
 Johnson & Johnson (JNJ) | 1.09% | 0% | 35.19% | 11/13/2023 |
 CarMax (KMX) | 1.09% | 0% | 55.24% | 5/8/2024 |
 Upstart (UPST) | 1.08% | 0% | 96.47% | 5/8/2025 |
 Realty Income (O) | 0.93% | 1.97% | 45.67% | - |
 Vestas (VWS.CO) | 0.74% | 0% | 22.21% | 7/18/2023 |
 Palantir (PLTR) | 0.71% | 1.86% | 99.89% | - |
 VICI Properties (VICI) | 0.55% | 1.11% | 44.65% | - |
 Sunrun (RUN) | 0.46% | 0% | 35.19% | 11/13/2023 |
 Berkshire Hathaway (BRK.B) | 0.4% | 2.7% | 13.33% | - |
 Coinbase (COIN) | 0.39% | 0% | 55.24% | 5/8/2024 |
 Nio (NIO) | 0.36% | 0.09% | 99.89% | - |
 Goldman Sachs (GS) | 0.31% | 1.87% | 17.2% | - |
 DraftKings (DKNG) | 0.24% | 0% | 18.11% | 6/12/2023 |
 Castor Maritime (CTRM) | 0.19% | 0% | 37.24% | 5/2/2025 |
 Honda (HMC) | 0.15% | 0% | 8.31% | 3/17/2023 |
 B2Gold (BTG.US) | 0.09% | 2.53% | 4.1% | - |
 Beyond Meat (BYND) | 0.06% | 0% | 35.19% | 11/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.76% | 13.56% |
| iShares MSCI India ETF (INDA) | 13.92% | 10.5% |
| Apple (AAPL) | 8.62% | 10% |
| Microsoft (MSFT) | 10.25% | 9.83% |
| Dole (DOLE) | 11.54% | 8.99% |
| Tesla (TSLA) | 4.7% | 8.16% |
| Meta (META) | 5.6% | 6.77% |
| Alibaba (BABA) | 9.14% | 6.21% |
| Alphabet (GOOGL) | 5.77% | 5.86% |
| BlackRock (BLK) | 5.51% | 5.23% |
| McDonald's (MCD) | 4.87% | 3.52% |
| Vitesse Energy (VTS) | 3.68% | 2.56% |
| Realty Income (O) | 3.05% | 2.03% |
| Walmart (WMT) | 1.1% | 1.42% |
| Upstart (UPST) | 2.88% | 1.29% |
| Palantir (PLTR) | 0.22% | 1.19% |
| Veolia (VIE.PA) | 1.79% | 1.15% |
| VICI Properties (VICI) | 1.62% | 1.11% |
| Castor Maritime (CTRM) | 0.92% | 0.37% |
| Nio (NIO) | 1.84% | 0.12% |