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Portfolio Diversification
Range
Most Diversified
25 instruments
August 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.6 instruments
Most Consistent Holdings
Top 5
AAPL99.43%
META99.43%
MSFT99.43%
WMT99.43%
NVDA99.43%
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) | 11.82% | 16.48% | 99.43% | - |
| Microsoft (MSFT) | 10.73% | 9.71% | 99.43% | - |
| Apple (AAPL) | 9.94% | 9.38% | 99.43% | - |
 Alibaba (BABA) | 8.1% | 10.48% | 99.43% | - |
 iShares MSCI India ETF (INDA) | 7.97% | 8.26% | 83.66% | - |
| Meta (META) | 6.15% | 8.81% | 99.43% | - |
 Dole (DOLE) | 5.83% | 8.36% | 66.1% | - |
 Tesla (TSLA) | 5.35% | 0% | 83.33% | 11/3/2025 |
 Alphabet (GOOGL) | 4.72% | 4.55% | 99.43% | - |
 BlackRock (BLK) | 3.82% | 4.31% | 86.5% | - |
 McDonald's (MCD) | 3.25% | 0% | 79.92% | 12/4/2025 |
 Altria (MO) | 2.13% | 0% | 39.43% | 5/8/2024 |
 Groupon (GRPN) | 1.82% | 0% | 30.16% | 8/8/2024 |
 Veolia (VIE.PA) | 1.57% | 0% | 85.93% | 12/5/2025 |
| Walmart (WMT) | 1.52% | 1.43% | 99.43% | - |
 Vitesse Energy (VTS) | 1.5% | 0% | 44.63% | 2/10/2025 |
 Berkshire Hathaway (BRK.B) | 1.44% | 5.91% | 37.56% | - |
 Palantir (PLTR) | 1.06% | 1.63% | 99.19% | - |
 HSBC (HSBC) | 1% | 0% | 39.43% | 5/8/2024 |
 Realty Income (O) | 0.93% | 0% | 47.15% | 12/4/2025 |
 Airbnb (ABNB) | 0.86% | 0% | 25.12% | 11/13/2023 |
 Nu (NU) | 0.86% | 6.29% | 14.55% | - |
 B2Gold (BTG.US) | 0.81% | 2.58% | 30.89% | - |
 Johnson & Johnson (JNJ) | 0.78% | 0% | 25.12% | 11/13/2023 |
 CarMax (KMX) | 0.78% | 0% | 39.43% | 5/8/2024 |
 Upstart (UPST) | 0.77% | 0% | 68.86% | 5/8/2025 |
 VICI Properties (VICI) | 0.54% | 0% | 46.34% | 12/4/2025 |
 Vestas (VWS.CO) | 0.53% | 0% | 15.85% | 7/18/2023 |
 Euronet (EEFT) | 0.5% | 0% | 13.09% | 4/17/2026 |
 Goldman Sachs (GS) | 0.46% | 0% | 24.31% | 11/3/2025 |
 Sunrun (RUN) | 0.33% | 0% | 25.12% | 11/13/2023 |
 Coinbase (COIN) | 0.28% | 0% | 39.43% | 5/8/2024 |
 Nio (NIO) | 0.26% | 0% | 85.77% | 12/4/2025 |
 DraftKings (DKNG) | 0.17% | 0% | 12.93% | 6/12/2023 |
 Castor Maritime (CTRM) | 0.13% | 0% | 26.59% | 5/2/2025 |
 Honda (HMC) | 0.11% | 0% | 5.93% | 3/17/2023 |
 Netflix (NFLX) | 0.05% | 1.7% | 2.76% | - |
 Tilray (TLRY) | 0.05% | 0% | 13.66% | 12/4/2025 |
 Beyond Meat (BYND) | 0.04% | 0% | 25.12% | 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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