Portfolio Diversification
Range
Most Diversified
15 instruments
January 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
7 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
MCD99.87%
SBUX99.87%
KO80.48%
PEP80.08%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Apple (AAPL) | 34.99% | 0% | 72.64% | 2/1/2025 |
| Microsoft (MSFT) | 32.85% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 11.18% | 0% | 30.54% | 1/30/2025 |
| Starbucks (SBUX) | 6.49% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 5.09% | 0% | 26.96% | 1/30/2025 |
| McDonald's (MCD) | 2.8% | 0% | 99.87% | 2/1/2025 |
| PepsiCo (PEP) | 1.88% | 0% | 80.08% | 2/1/2025 |
 Alphabet (GOOG) | 1.33% | 0% | 12.22% | 2/1/2025 |
 JD.com (JD.US) | 0.56% | 0% | 30.28% | 1/27/2025 |
 Baidu (BIDU) | 0.5% | 0% | 30.94% | 2/1/2025 |
| Coca-Cola (KO) | 0.45% | 0% | 80.48% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.42% | 0% | 30.41% | 1/28/2025 |
 PDD Holdings (PDD) | 0.19% | 0% | 3.32% | 2/1/2025 |
 TSMC (TSM) | 0.08% | 0% | 0.66% | 2/1/2025 |
 NVIDIA (NVDA) | 0.06% | 0% | 0.66% | 2/1/2025 |
 AMD (AMD) | 0.02% | 0% | 0.4% | 2/1/2025 |
 Nu Skin (NUS) | 0.02% | 0% | 0.53% | 2/1/2025 |
 ExxonMobil (XOM) | 0.01% | 0% | 0.13% | 2/1/2025 |
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% |