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Portfolio Diversification
Range
Most Diversified
25 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
AAPL99.2%
META99.2%
MSFT99.2%
WMT99.2%
NVDA99.2%
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) | 11.9% | 10.21% | 99.2% | - |
| Microsoft (MSFT) | 10.7% | 10.46% | 99.2% | - |
| Apple (AAPL) | 9.66% | 6.19% | 99.2% | - |
 Alibaba (BABA) | 8.22% | 12.19% | 99.2% | - |
 iShares MSCI India ETF (INDA) | 7.8% | 4.93% | 85.13% | - |
| Meta (META) | 6.48% | 10.08% | 99.2% | - |
 Dole (DOLE) | 5.88% | 4.89% | 69.47% | - |
 Alphabet (GOOGL) | 5.4% | 13.19% | 99.2% | - |
 Tesla (TSLA) | 4.78% | 0% | 74.33% | 11/3/2025 |
 BlackRock (BLK) | 3.76% | 2.72% | 87.67% | - |
 McDonald's (MCD) | 3.02% | 4.25% | 74.33% | - |
 Altria (MO) | 1.9% | 0% | 35.17% | 5/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.79% | 7.07% | 44.02% | - |
 Groupon (GRPN) | 1.62% | 0% | 26.9% | 8/8/2024 |
| Walmart (WMT) | 1.47% | 0.84% | 99.2% | - |
 Veolia (VIE.PA) | 1.4% | 0% | 76.65% | 12/5/2025 |
 Vitesse Energy (VTS) | 1.33% | 0% | 39.81% | 2/10/2025 |
 Nu (NU) | 1.33% | 4.51% | 23.5% | - |
 Palantir (PLTR) | 1.1% | 1.39% | 98.98% | - |
 HSBC (HSBC) | 0.9% | 0% | 35.17% | 5/8/2024 |
 Realty Income (O) | 0.83% | 0% | 42.06% | 12/4/2025 |
 B2Gold (BTG.US) | 0.79% | 0% | 30.67% | 7/8/2026 |
 Airbnb (ABNB) | 0.77% | 0% | 22.41% | 11/13/2023 |
 Johnson & Johnson (JNJ) | 0.69% | 0% | 22.41% | 11/13/2023 |
 CarMax (KMX) | 0.69% | 0% | 35.17% | 5/8/2024 |
 Upstart (UPST) | 0.69% | 0% | 61.42% | 5/8/2025 |
 VICI Properties (VICI) | 0.48% | 0% | 41.33% | 12/4/2025 |
 Vestas (VWS.CO) | 0.47% | 0% | 14.14% | 7/18/2023 |
 Euronet (EEFT) | 0.44% | 0% | 11.68% | 4/17/2026 |
 Goldman Sachs (GS) | 0.41% | 0% | 21.68% | 11/3/2025 |
 iShares Gold Trust (IAU) | 0.3% | 4.89% | 7.4% | - |
 Sunrun (RUN) | 0.3% | 0% | 22.41% | 11/13/2023 |
 Coinbase (COIN) | 0.25% | 0% | 35.17% | 5/8/2024 |
 Nio (NIO) | 0.23% | 0% | 76.5% | 12/4/2025 |
 Netflix (NFLX) | 0.21% | 1.87% | 12.98% | - |
 DraftKings (DKNG) | 0.15% | 0% | 11.53% | 6/12/2023 |
 Castor Maritime (CTRM) | 0.12% | 0% | 23.71% | 5/2/2025 |
 Honda (HMC) | 0.1% | 0% | 5.29% | 3/17/2023 |
 Tilray (TLRY) | 0.04% | 0% | 12.18% | 12/4/2025 |
 Beyond Meat (BYND) | 0.04% | 0% | 22.41% | 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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