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Portfolio Diversification
Range
Most Diversified
32 instruments
January 16, 2026
Least Diversified
0 instruments
February 2, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
MSFT94.08%
SBUX92.91%
PEP86.46%
MCD70.94%
KO59.37%
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) | 25.76% | 5.36% | 94.08% | - |
 Apple (AAPL) | 23.74% | 4.92% | 52.11% | - |
 Mastercard (MA) | 8.43% | 4.31% | 37.4% | - |
| Starbucks (SBUX) | 5.87% | 0% | 92.91% | 1/21/2026 |
 Visa (V) | 5.11% | 9.92% | 38.92% | - |
 Alphabet (GOOG) | 3.84% | 2.68% | 38.39% | - |
 UnitedHealth (UNH) | 2.15% | 4.29% | 22.87% | - |
 NVIDIA (NVDA) | 2.08% | 9.07% | 28.88% | - |
 TSMC (TSM) | 2.01% | 2.66% | 21.43% | - |
| McDonald's (MCD) | 1.99% | 0% | 70.94% | 7/10/2025 |
| PepsiCo (PEP) | 1.62% | 0.39% | 86.46% | - |
 Jasmy (JASMY) | 1.54% | 1.1% | 31.66% | - |
 Adobe (ADBE) | 1.39% | 3.62% | 20.72% | - |
 Monolithic Power (MPWR) | 1.22% | 1.59% | 16.32% | - |
 AMD (AMD) | 1.03% | 0% | 15.43% | 10/24/2025 |
 Micron (MU) | 0.94% | 0% | 18.21% | 1/21/2026 |
 Bitcoin (BTC) | 0.9% | 4.52% | 14.35% | - |
 JD.com (JD.US) | 0.73% | 2.34% | 32.11% | - |
 eToro Group LTD (ETOR) | 0.64% | 2% | 15.7% | - |
 Ethereum (ETH) | 0.63% | 2.08% | 15.16% | - |
 Volkswagen (VOW3.DE) | 0.6% | 2.22% | 15.25% | - |
 Nu Skin (NUS) | 0.47% | 1.37% | 17.31% | - |
 ExxonMobil (XOM) | 0.43% | 0% | 11.39% | 11/25/2025 |
 Baidu (BIDU) | 0.4% | 0% | 23.77% | 3/7/2025 |
 Nio (NIO) | 0.4% | 0% | 6.01% | 7/22/2025 |
 Broadcom (AVGO) | 0.39% | 4.89% | 9.6% | - |
 XRP (XRP) | 0.37% | 0% | 10.22% | 1/19/2026 |
| Coca-Cola (KO) | 0.36% | 2.37% | 59.37% | - |
 Uber (UBER) | 0.33% | 5.24% | 7.8% | - |
 Crowdstrike (CRWD) | 0.33% | 1.88% | 22.6% | - |
 Berkshire Hathaway (BRK.B) | 0.27% | 0% | 5.83% | 8/29/2025 |
 Wise (WISE.L) | 0.21% | 2.75% | 7.62% | - |
 Waste Management (WM) | 0.18% | 2.66% | 6.37% | - |
 PDD Holdings (PDD) | 0.17% | 2.09% | 3.95% | - |
 Meta (META) | 0.17% | 1.34% | 10.67% | - |
 Supermicro (SMCI) | 0.14% | 2.27% | 5.83% | - |
 MicroStrategy (MSTR) | 0.13% | 1.14% | 8.16% | - |
 JPMorgan (JPM) | 0.08% | 2.14% | 3.41% | - |
 Spotify (SPOT) | 0.05% | 1.14% | 4.13% | - |
 Dell (DELL) | 0.02% | 2.25% | 0.81% | - |
 Palantir (PLTR) | 0.01% | 1.2% | 0.72% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Monolithic Power (MPWR) | 10.25% | 10.03% |
| NVIDIA (NVDA) | 7.88% | 8.62% |
| Bitcoin (BTC) | 7.49% | 6.96% |
| Microsoft (MSFT) | 5.91% | 6.56% |
| Visa (V) | 5.81% | 6.47% |
| Starbucks (SBUX) | 5.12% | 5.41% |
| Mastercard (MA) | 3.94% | 4.62% |
| TSMC (TSM) | 3.94% | 4.43% |
| Ethereum (ETH) | 4.93% | 4.35% |
| Adobe (ADBE) | 4.34% | 4.13% |
| UnitedHealth (UNH) | 3.15% | 3.41% |
| Uber (UBER) | 3.15% | 3.14% |
| JPMorgan (JPM) | 2.37% | 2.8% |
| Wise (WISE.L) | 2.37% | 2.64% |
| Jasmy (JASMY) | 5.52% | 2.43% |
| eToro Group LTD (ETOR) | 2.84% | 2.35% |
| JD.com (JD.US) | 2.36% | 2.34% |
| Waste Management (WM) | 1.97% | 2.32% |
| Supermicro (SMCI) | 2.37% | 2.26% |
| Broadcom (AVGO) | 1.97% | 2.25% |
| Volkswagen (VOW3.DE) | 1.97% | 2.25% |
| Alphabet (GOOG) | 1.97% | 2.24% |
| Spotify (SPOT) | 1.18% | 1.34% |
| Micron (MU) | 1.18% | 1.33% |
| Nu Skin (NUS) | 1.38% | 1.25% |
| Meta (META) | 1.18% | 1.23% |
| MicroStrategy (MSTR) | 1.97% | 1.22% |
| PepsiCo (PEP) | 0.43% | 0.38% |
Cash & Instruments Over Time
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