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Portfolio Diversification
Range
Most Diversified
25 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.1 instruments
Most Consistent Holdings
Top 5
AAPL99.33%
META99.33%
MSFT99.33%
WMT99.33%
NVDA99.33%
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) | 11.95% | 12.1% | 99.33% | - |
| Microsoft (MSFT) | 10.71% | 11.26% | 99.33% | - |
| Apple (AAPL) | 9.78% | 6.66% | 99.33% | - |
 Alibaba (BABA) | 8.23% | 8.45% | 99.33% | - |
 iShares MSCI India ETF (INDA) | 7.9% | 5.85% | 84.78% | - |
| Meta (META) | 6.35% | 10.17% | 99.33% | - |
 Dole (DOLE) | 5.91% | 5.88% | 68.59% | - |
 Alphabet (GOOGL) | 5.26% | 10.45% | 99.33% | - |
 Tesla (TSLA) | 4.94% | 0% | 76.84% | 11/3/2025 |
 BlackRock (BLK) | 3.8% | 3.09% | 87.41% | - |
 McDonald's (MCD) | 3% | 0% | 73.69% | 12/4/2025 |
 Altria (MO) | 1.96% | 0% | 36.36% | 5/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.72% | 4.22% | 42.28% | - |
 Groupon (GRPN) | 1.68% | 0% | 27.81% | 8/8/2024 |
| Walmart (WMT) | 1.49% | 0.88% | 99.33% | - |
 Veolia (VIE.PA) | 1.45% | 0% | 79.24% | 12/5/2025 |
 Vitesse Energy (VTS) | 1.38% | 0% | 41.15% | 2/10/2025 |
 Nu (NU) | 1.23% | 5.22% | 21.06% | - |
 Palantir (PLTR) | 1.09% | 1.42% | 99.1% | - |
 HSBC (HSBC) | 0.93% | 0% | 36.36% | 5/8/2024 |
 Realty Income (O) | 0.85% | 0% | 43.48% | 12/4/2025 |
 B2Gold (BTG.US) | 0.82% | 0% | 31.71% | 7/8/2026 |
 Airbnb (ABNB) | 0.79% | 0% | 23.16% | 11/13/2023 |
 Johnson & Johnson (JNJ) | 0.72% | 0% | 23.16% | 11/13/2023 |
 CarMax (KMX) | 0.72% | 0% | 36.36% | 5/8/2024 |
 Upstart (UPST) | 0.71% | 0% | 63.49% | 5/8/2025 |
 VICI Properties (VICI) | 0.5% | 0% | 42.73% | 12/4/2025 |
 Vestas (VWS.CO) | 0.49% | 0% | 14.62% | 7/18/2023 |
 Euronet (EEFT) | 0.46% | 0% | 12.07% | 4/17/2026 |
 Goldman Sachs (GS) | 0.42% | 0% | 22.41% | 11/3/2025 |
 Sunrun (RUN) | 0.31% | 0% | 23.16% | 11/13/2023 |
 Coinbase (COIN) | 0.26% | 0% | 36.36% | 5/8/2024 |
 Nio (NIO) | 0.24% | 0% | 79.09% | 12/4/2025 |
 DraftKings (DKNG) | 0.16% | 0% | 11.92% | 6/12/2023 |
 iShares Gold Trust (IAU) | 0.15% | 3.8% | 4.42% | - |
 Netflix (NFLX) | 0.14% | 2.58% | 10.19% | - |
 Castor Maritime (CTRM) | 0.12% | 0% | 24.51% | 5/2/2025 |
 Honda (HMC) | 0.1% | 0% | 5.47% | 3/17/2023 |
 Tilray (TLRY) | 0.04% | 0% | 12.59% | 12/4/2025 |
 Beyond Meat (BYND) | 0.04% | 0% | 23.16% | 11/13/2023 |
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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