Portfolio Diversification
Range
Most Diversified
16 instruments
July 15, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.1 instruments
Most Consistent Holdings
Top 5
MSFT93.24%
SBUX92.83%
PEP84.53%
MCD81.05%
KO65.37%
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) | 28.77% | 4.45% | 93.24% | - |
 Apple (AAPL) | 27.04% | 0% | 56.97% | 2/12/2025 |
 Mastercard (MA) | 9.21% | 0% | 33.71% | 8/19/2025 |
| Starbucks (SBUX) | 5.85% | 7.8% | 92.83% | - |
 Visa (V) | 4.51% | 16.85% | 30.23% | - |
 Alphabet (GOOG) | 3.97% | 0% | 30.64% | 8/29/2025 |
| McDonald's (MCD) | 2.28% | 0% | 81.05% | 7/10/2025 |
 UnitedHealth (UNH) | 1.97% | 4.43% | 11.99% | - |
 TSMC (TSM) | 1.79% | 0% | 15.06% | 6/25/2025 |
| PepsiCo (PEP) | 1.77% | 0.77% | 84.53% | - |
 Jasmy (JASMY) | 1.37% | 5.22% | 21.93% | - |
 NVIDIA (NVDA) | 1.35% | 10.73% | 18.75% | - |
 AMD (AMD) | 1.03% | 0% | 13.93% | 6/16/2025 |
 Adobe (ADBE) | 0.8% | 8.25% | 9.43% | - |
 Micron (MU) | 0.71% | 8.85% | 10.14% | - |
 Monolithic Power (MPWR) | 0.69% | 0% | 9.32% | 9/8/2025 |
 JD.com (JD.US) | 0.62% | 0% | 27.87% | 9/8/2025 |
 Baidu (BIDU) | 0.46% | 0% | 27.15% | 3/7/2025 |
 Nio (NIO) | 0.46% | 0% | 6.86% | 7/22/2025 |
 XRP (XRP) | 0.39% | 2.34% | 10.25% | - |
| Coca-Cola (KO) | 0.36% | 0% | 65.37% | 3/7/2025 |
 Crowdstrike (CRWD) | 0.33% | 0% | 23.46% | 1/28/2025 |
 Berkshire Hathaway (BRK.B) | 0.31% | 0% | 6.66% | 8/29/2025 |
 ExxonMobil (XOM) | 0.29% | 0% | 7.58% | 8/29/2025 |
 Volkswagen (VOW3.DE) | 0.27% | 4.43% | 3.18% | - |
 Nu Skin (NUS) | 0.26% | 4.59% | 5.84% | - |
 eToro Group LTD (ETOR) | 0.22% | 5.92% | 3.69% | - |
 PDD Holdings (PDD) | 0.17% | 0% | 2.97% | 2/6/2025 |
 Ethereum (ETH) | 0.14% | 0% | 3.79% | 9/11/2025 |
 Bitcoin (BTC) | 0.12% | 4.46% | 2.66% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Mastercard (MA) | 33.51% | 34.96% |
| Microsoft (MSFT) | 23.79% | 21.6% |
| Alphabet (GOOG) | 17.93% | 18.43% |
| Visa (V) | 12.26% | 13.58% |
| Starbucks (SBUX) | 5.98% | 5.51% |
| McDonald's (MCD) | 1.2% | 1.29% |
| JD.com (JD.US) | 1.2% | 1.27% |
| PepsiCo (PEP) | 1.31% | 1% |
| Baidu (BIDU) | 1.2% | 0.98% |
| Crowdstrike (CRWD) | 1.2% | 0.96% |
| Coca-Cola (KO) | 0.29% | 0.28% |