Holdings over time
(Since February 9, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 11.68% | 9.19% | 55.52% | - |
 Mastercard (MA) | 9.84% | 19.54% | 49.44% | - |
 Union Pacific (UNP) | 6.86% | 0% | 56.13% | 10/31/2024 |
 S&P Global (SPGI) | 6.59% | 11.6% | 57.95% | - |
 Meta (META) | 5.91% | 0% | 42.25% | 4/27/2023 |
 Canadian Pacific (CP) | 5.23% | 1.89% | 58.26% | - |
 Visa (V) | 4.56% | 8.74% | 69.71% | - |
 CNR (CNI) | 3.48% | 0% | 35.76% | 4/19/2024 |
 PayPal (PYPL) | 2.51% | 0% | 43.26% | 1/8/2024 |
 Berkshire Hathaway (BRK.B) | 2.43% | 0% | 45.69% | 7/18/2023 |
 Beyond Meat (BYND) | 2.29% | 0% | 4.05% | 1/9/2023 |
 ChargePoint (CHPT) | 2.05% | 0% | 4.66% | 12/15/2022 |
 JPMorgan (JPM) | 1.77% | 0% | 19.66% | 11/8/2022 |
 Salesforce (CRM) | 1.6% | 10.61% | 17.43% | - |
 Apple (AAPL) | 1.46% | 0% | 13.37% | 8/10/2022 |
 Microsoft (MSFT) | 1.24% | 0% | 15.81% | 8/16/2022 |
 AT&T (T) | 1.23% | 0% | 37.59% | 4/17/2023 |
 Adobe (ADBE) | 1.18% | 4.81% | 32.12% | - |
 Enbridge (ENB) | 1.18% | 0% | 38.6% | 4/20/2023 |
 NVIDIA (NVDA) | 1.1% | 0% | 37.08% | 4/5/2023 |
 Goldman Sachs (GS) | 1.03% | 0% | 13.37% | 8/10/2022 |
 Ethereum (ETH) | 1.01% | 0% | 22.19% | 4/12/2023 |
 Tesla (TSLA) | 1.01% | 0% | 3.44% | 3/29/2022 |
 Hershey (HSY) | 0.97% | 0% | 14.39% | 8/30/2024 |
 GE (GE) | 0.92% | 0% | 13.98% | 1/4/2024 |
 Starbucks (SBUX) | 0.88% | 0% | 36.07% | 11/17/2023 |
 Crowdstrike (CRWD) | 0.77% | 0% | 8.31% | 11/22/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.71% | 0% | 9.12% | 7/12/2023 |
 HDFC (HDB) | 0.66% | 0% | 13.78% | 8/15/2022 |
 Booking (BKNG) | 0.4% | 4.86% | 9.22% | - |
 Alibaba (BABA) | 0.31% | 0% | 5.27% | 5/2/2022 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.24% | 0% | 3.55% | 3/16/2022 |
 Disney (DIS) | 0.2% | 0% | 8.21% | 2/9/2024 |
 Warner Bros Discovery (WBD) | 0.19% | 0% | 34.95% | 4/17/2023 |
 Waste Management (WM) | 0.18% | 0% | 8.21% | 11/11/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.17% | 0% | 7.6% | 9/30/2024 |
 Coca-Cola (KO) | 0.15% | 0% | 5.57% | 5/9/2022 |
 ASML (ASML) | 0.13% | 1.16% | 8.11% | - |
 Snapchat (SNAP) | 0.09% | 0% | 0.2% | 10/7/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.09% | 0% | 4.66% | 8/27/2024 |
 Energy Select Sector SPDR (XLE) | 0.09% | 0% | 1.22% | 3/22/2022 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.09% | 0% | 0.3% | 1/13/2023 |
 PepsiCo (PEP) | 0.07% | 0% | 4.86% | 5/9/2022 |
 Deutsche Bank (DBK.DE) | 0.07% | 0% | 1.22% | 4/12/2023 |
 Coinbase (COIN) | 0.07% | 0% | 0.2% | 9/1/2022 |
 Raytheon (RTX) | 0.07% | 0% | 1.42% | 4/19/2023 |
 Roblox (RBLX) | 0.06% | 0% | 0.41% | 8/23/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.05% | 0% | 0.51% | 3/16/2022 |
 Oatly (OTLY) | 0.05% | 0% | 0.71% | 9/1/2022 |
 Occidental (OXY) | 0.04% | 0% | 1.01% | 4/17/2023 |
 SPDR S&P 500 ETF (SPY) | 0.04% | 0% | 0.1% | 9/4/2022 |
 Boeing (BA) | 0.04% | 0% | 1.42% | 4/26/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.03% | 0% | 2.03% | 4/11/2022 |
 GameStop (GME) | 0.02% | 0% | 0.2% | 3/30/2022 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.02% | 0% | 0.51% | 3/15/2022 |
 Amazon (AMZN) | 0.02% | 0% | 0.1% | 8/16/2022 |
 Kraft Heinz (KHC) | 0% | 0% | 0.1% | 4/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Mastercard (MA) | 22.8% | 22.34% |
| Canadian Pacific (CP) | 15.73% | 14.72% |
| S&P Global (SPGI) | 12.29% | 13.88% |
| CNR (CNI) | 13.48% | 13.17% |
| Union Pacific (UNP) | 11.75% | 12.89% |
| Visa (V) | 6.73% | 6.85% |
| GE (GE) | 6.67% | 6.68% |
| Disney (DIS) | 2.75% | 2.37% |
| PayPal (PYPL) | 1.66% | 1.61% |