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Portfolio Diversification
Range
Most Diversified
32 instruments
January 16, 2026
Least Diversified
0 instruments
February 2, 2025
Average
11.6 instruments
Most Consistent Holdings
Top 5
MSFT94.37%
PEP87.33%
SBUX85.76%
MCD65.48%
AAPL55.63%
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) | 24.17% | 5.15% | 94.37% | - |
| Apple (AAPL) | 22.15% | 2.13% | 55.63% | - |
 Mastercard (MA) | 8.1% | 3.71% | 42.05% | - |
 Visa (V) | 5.52% | 11.9% | 43.46% | - |
| Starbucks (SBUX) | 5.42% | 0% | 85.76% | 1/21/2026 |
 Alphabet (GOOG) | 3.86% | 5.36% | 42.96% | - |
 NVIDIA (NVDA) | 2.51% | 7.24% | 34.19% | - |
 UnitedHealth (UNH) | 2.33% | 5.08% | 28.64% | - |
 TSMC (TSM) | 2.15% | 5.83% | 26.32% | - |
| McDonald's (MCD) | 1.84% | 0% | 65.48% | 7/10/2025 |
 Adobe (ADBE) | 1.55% | 3.24% | 26.66% | - |
| PepsiCo (PEP) | 1.53% | 0.39% | 87.33% | - |
 Jasmy (JASMY) | 1.5% | 0.92% | 36.75% | - |
 Monolithic Power (MPWR) | 1.25% | 0% | 20.61% | 4/10/2026 |
 Bitcoin (BTC) | 1.13% | 3.93% | 20.78% | - |
 Micron (MU) | 0.97% | 3.87% | 19.7% | - |
 AMD (AMD) | 0.95% | 0% | 14.24% | 10/24/2025 |
 JD.com (JD.US) | 0.86% | 2.26% | 37.17% | - |
 Broadcom (AVGO) | 0.76% | 5.86% | 16.39% | - |
 eToro Group LTD (ETOR) | 0.75% | 2.28% | 22.02% | - |
 Volkswagen (VOW3.DE) | 0.71% | 1.73% | 21.61% | - |
 Ethereum (ETH) | 0.7% | 1.6% | 21.52% | - |
 Uber (UBER) | 0.68% | 4.53% | 14.74% | - |
 Nu Skin (NUS) | 0.51% | 0.86% | 23.34% | - |
 Crowdstrike (CRWD) | 0.47% | 2.53% | 28.39% | - |
 Wise (WISE.L) | 0.4% | 2.94% | 14.57% | - |
 ExxonMobil (XOM) | 0.4% | 0% | 10.51% | 11/25/2025 |
 Waste Management (WM) | 0.38% | 2.57% | 13.41% | - |
 Baidu (BIDU) | 0.37% | 0% | 21.94% | 3/7/2025 |
 Nio (NIO) | 0.37% | 0% | 5.55% | 7/22/2025 |
 Coca-Cola (KO) | 0.34% | 0% | 55.3% | 2/5/2026 |
 XRP (XRP) | 0.34% | 0% | 9.44% | 1/19/2026 |
 PDD Holdings (PDD) | 0.32% | 1.9% | 11.18% | - |
 Supermicro (SMCI) | 0.3% | 1.93% | 12.91% | - |
 Berkshire Hathaway (BRK.B) | 0.25% | 0% | 5.38% | 8/29/2025 |
 Meta (META) | 0.25% | 1.05% | 17.38% | - |
 JPMorgan (JPM) | 0.24% | 2.05% | 10.68% | - |
 MicroStrategy (MSTR) | 0.21% | 1.32% | 15.07% | - |
 Dell (DELL) | 0.14% | 0% | 5.22% | 3/25/2026 |
 Spotify (SPOT) | 0.13% | 0.94% | 11.34% | - |
 Palantir (PLTR) | 0.1% | 1.07% | 8.2% | - |
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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