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Portfolio Diversification
Range
Most Diversified
32 instruments
January 16, 2026
Least Diversified
0 instruments
February 2, 2025
Average
12.7 instruments
Most Consistent Holdings
Top 5
MSFT94.15%
PEP87.62%
SBUX79.69%
MCD60.85%
AAPL58.38%
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) | 22.79% | 6.42% | 94.15% | - |
| Apple (AAPL) | 20.73% | 2.25% | 58.38% | - |
 Mastercard (MA) | 7.97% | 5.7% | 45.54% | - |
 Visa (V) | 5.96% | 14.71% | 47.08% | - |
| Starbucks (SBUX) | 5.04% | 0% | 79.69% | 1/21/2026 |
 Alphabet (GOOG) | 3.97% | 6.26% | 46.31% | - |
 NVIDIA (NVDA) | 2.81% | 7.01% | 38.15% | - |
 UnitedHealth (UNH) | 2.43% | 3.76% | 33.31% | - |
 TSMC (TSM) | 2.29% | 3.74% | 30.77% | - |
| McDonald's (MCD) | 1.71% | 0% | 60.85% | 7/10/2025 |
 Adobe (ADBE) | 1.64% | 3.49% | 31.46% | - |
 Jasmy (JASMY) | 1.45% | 0.66% | 40.85% | - |
| PepsiCo (PEP) | 1.44% | 0.33% | 87.62% | - |
 Monolithic Power (MPWR) | 1.38% | 5.44% | 24.62% | - |
 Bitcoin (BTC) | 1.27% | 3.03% | 26% | - |
 Micron (MU) | 1.03% | 3.61% | 24.38% | - |
 Broadcom (AVGO) | 0.99% | 3.88% | 21.38% | - |
 JD.com (JD.US) | 0.94% | 2.38% | 41.23% | - |
 Uber (UBER) | 0.92% | 4.05% | 20.38% | - |
 AMD (AMD) | 0.89% | 0% | 13.23% | 10/24/2025 |
 eToro Group LTD (ETOR) | 0.85% | 2.11% | 27% | - |
 Volkswagen (VOW3.DE) | 0.76% | 1.44% | 26.46% | - |
 Ethereum (ETH) | 0.74% | 1.24% | 26.38% | - |
 Crowdstrike (CRWD) | 0.57% | 2.38% | 31.54% | - |
 Wise (WISE.L) | 0.54% | 2.31% | 20.23% | - |
 Nu Skin (NUS) | 0.52% | 0.59% | 28.08% | - |
 Waste Management (WM) | 0.51% | 0% | 18.62% | 7/30/2026 |
 PDD Holdings (PDD) | 0.41% | 1.61% | 17.08% | - |
 ExxonMobil (XOM) | 0.37% | 0% | 9.77% | 11/25/2025 |
 JPMorgan (JPM) | 0.35% | 0% | 15.92% | 7/29/2026 |
 Baidu (BIDU) | 0.34% | 0% | 20.38% | 3/7/2025 |
 Nio (NIO) | 0.34% | 0% | 5.15% | 7/22/2025 |
 Coca-Cola (KO) | 0.32% | 0% | 51.38% | 2/5/2026 |
 Supermicro (SMCI) | 0.32% | 0% | 13.69% | 5/27/2026 |
 XRP (XRP) | 0.32% | 0% | 8.77% | 1/19/2026 |
 Meta (META) | 0.31% | 3.85% | 22.85% | - |
 MicroStrategy (MSTR) | 0.25% | 0.66% | 20.69% | - |
 Berkshire Hathaway (BRK.B) | 0.23% | 0% | 5% | 8/29/2025 |
 Spotify (SPOT) | 0.19% | 1.01% | 16.92% | - |
 Palantir (PLTR) | 0.15% | 0.87% | 14% | - |
 Dell (DELL) | 0.13% | 0% | 4.85% | 3/25/2026 |
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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