Portfolio Diversification
Range
Most Diversified
25 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.5 instruments
Most Consistent Holdings
Top 5
AAPL99.81%
META99.81%
MSFT99.81%
WMT99.81%
NVDA99.81%
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) | 11.44% | 13.48% | 99.81% | - |
| Microsoft (MSFT) | 11.15% | 8.52% | 99.81% | - |
| Apple (AAPL) | 10.24% | 8.5% | 99.81% | - |
 iShares MSCI India ETF (INDA) | 7.88% | 9.12% | 81.67% | - |
 Alibaba (BABA) | 7.59% | 12.65% | 99.81% | - |
 Tesla (TSLA) | 6.16% | 0% | 95.88% | 11/3/2025 |
| Meta (META) | 5.82% | 8.45% | 99.81% | - |
 Dole (DOLE) | 5.4% | 9.06% | 61.55% | - |
 Alphabet (GOOGL) | 4.85% | 3.7% | 99.81% | - |
 BlackRock (BLK) | 3.77% | 4.4% | 84.94% | - |
 McDonald's (MCD) | 3.74% | 0% | 91.96% | 12/4/2025 |
 Altria (MO) | 2.45% | 0% | 45.37% | 5/8/2024 |
 Groupon (GRPN) | 2.09% | 0% | 34.71% | 8/8/2024 |
 Veolia (VIE.PA) | 1.81% | 0% | 98.88% | 12/5/2025 |
 Vitesse Energy (VTS) | 1.72% | 0% | 51.36% | 2/10/2025 |
| Walmart (WMT) | 1.53% | 1.4% | 99.81% | - |
 HSBC (HSBC) | 1.15% | 0% | 45.37% | 5/8/2024 |
 Realty Income (O) | 1.07% | 0% | 54.26% | 12/4/2025 |
 Airbnb (ABNB) | 0.99% | 0% | 28.91% | 11/13/2023 |
 Palantir (PLTR) | 0.95% | 2.2% | 99.72% | - |
 Johnson & Johnson (JNJ) | 0.89% | 0% | 28.91% | 11/13/2023 |
 CarMax (KMX) | 0.89% | 0% | 45.37% | 5/8/2024 |
 Upstart (UPST) | 0.89% | 0% | 79.23% | 5/8/2025 |
 Berkshire Hathaway (BRK.B) | 0.77% | 5.12% | 28.62% | - |
 VICI Properties (VICI) | 0.62% | 0% | 53.32% | 12/4/2025 |
 Vestas (VWS.CO) | 0.61% | 0% | 18.24% | 7/18/2023 |
 Goldman Sachs (GS) | 0.53% | 0% | 27.97% | 11/3/2025 |
 B2Gold (BTG.US) | 0.52% | 2.62% | 21.05% | - |
 Sunrun (RUN) | 0.38% | 0% | 28.91% | 11/13/2023 |
 Coinbase (COIN) | 0.32% | 0% | 45.37% | 5/8/2024 |
 Nio (NIO) | 0.3% | 0% | 98.69% | 12/4/2025 |
 DraftKings (DKNG) | 0.19% | 0% | 14.87% | 6/12/2023 |
 Castor Maritime (CTRM) | 0.15% | 0% | 30.59% | 5/2/2025 |
 Euronet (EEFT) | 0.15% | 4.05% | 3.84% | - |
 Nu (NU) | 0.13% | 5.78% | 2.25% | - |
 Honda (HMC) | 0.12% | 0% | 6.83% | 3/17/2023 |
 Tilray (TLRY) | 0.05% | 0% | 15.72% | 12/4/2025 |
 Beyond Meat (BYND) | 0.05% | 0% | 28.91% | 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% |