Portfolio Diversification
Range
Most Diversified
16 instruments
July 15, 2025
Least Diversified
0 instruments
February 2, 2025
Average
7.8 instruments
Most Consistent Holdings
Top 5
MSFT97.07%
SBUX92.41%
MCD85.79%
PEP83.62%
KO69.2%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 30.38% | 0% | 97.07% | 6/26/2025 |
 Apple (AAPL) | 28.63% | 0% | 60.3% | 2/12/2025 |
 Mastercard (MA) | 9.56% | 5.46% | 32.54% | - |
| Starbucks (SBUX) | 5.8% | 4.61% | 92.41% | - |
 Visa (V) | 4.27% | 2.65% | 26.14% | - |
 Alphabet (GOOG) | 3.74% | 14.43% | 28.2% | - |
| McDonald's (MCD) | 2.41% | 0% | 85.79% | 7/10/2025 |
 TSMC (TSM) | 1.89% | 0% | 15.94% | 6/25/2025 |
| PepsiCo (PEP) | 1.83% | 0.81% | 83.62% | - |
 NVIDIA (NVDA) | 1.26% | 0% | 17.14% | 7/10/2025 |
 UnitedHealth (UNH) | 1.2% | 19.07% | 7.27% | - |
 Jasmy (JASMY) | 1.11% | 7.04% | 17.35% | - |
 AMD (AMD) | 1.09% | 0% | 14.75% | 6/16/2025 |
 Monolithic Power (MPWR) | 0.64% | 0% | 7.81% | 6/26/2025 |
 JD.com (JD.US) | 0.51% | 0% | 26.46% | 7/18/2025 |
 Baidu (BIDU) | 0.48% | 0% | 28.74% | 3/7/2025 |
 Nio (NIO) | 0.48% | 4.32% | 7.16% | - |
| Coca-Cola (KO) | 0.38% | 0% | 69.2% | 3/7/2025 |
 Micron (MU) | 0.38% | 2.57% | 4.88% | - |
 Crowdstrike (CRWD) | 0.34% | 0% | 24.84% | 1/28/2025 |
 Adobe (ADBE) | 0.32% | 9.35% | 4.12% | - |
 XRP (XRP) | 0.27% | 3.69% | 5.1% | - |
 Volkswagen (VOW3.DE) | 0.24% | 9.21% | 2.6% | - |
 ExxonMobil (XOM) | 0.19% | 2.81% | 3.9% | - |
 Nu Skin (NUS) | 0.18% | 2.85% | 4.34% | - |
 PDD Holdings (PDD) | 0.18% | 0% | 3.15% | 2/6/2025 |
 Berkshire Hathaway (BRK.B) | 0.13% | 4.56% | 2.82% | - |
 eToro Group LTD (ETOR) | 0.03% | 0% | 0.76% | 7/18/2025 |
 Ethereum (ETH) | 0.03% | 3.53% | 1.08% | - |
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% |