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Portfolio Diversification
Range
Most Diversified
19 instruments
April 26, 2022
Least Diversified
0 instruments
April 4, 2026
Average
9.6 instruments
Most Consistent Holdings
Top 5
V80.86%
SPGI73.43%
GOOG71.9%
MA68.05%
NVDA55.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 9, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 13.23% | 0% | 71.9% | 6/21/2026 |
| Mastercard (MA) | 12.02% | 0% | 68.05% | 6/21/2026 |
| S&P Global (SPGI) | 7.34% | 0% | 73.43% | 6/21/2026 |
| NVIDIA (NVDA) | 6.14% | 0% | 55.83% | 6/21/2026 |
 ASML (ASML) | 5.33% | 0% | 41.93% | 6/21/2026 |
| Visa (V) | 4.82% | 0% | 80.86% | 6/21/2026 |
 Union Pacific (UNP) | 4.34% | 0% | 35.6% | 10/31/2024 |
 Meta (META) | 3.74% | 0% | 26.7% | 4/27/2023 |
 Canadian Pacific (CP) | 3.39% | 0% | 40.97% | 1/23/2025 |
 Booking (BKNG) | 3.17% | 0% | 32.33% | 2/2/2026 |
 CNR (CNI) | 2.2% | 0% | 22.6% | 4/19/2024 |
 Alphabet (GOOGL) | 2.06% | 0% | 30.92% | 6/21/2026 |
 PayPal (PYPL) | 1.59% | 0% | 27.34% | 1/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.54% | 0% | 28.87% | 7/18/2023 |
 Beyond Meat (BYND) | 1.45% | 0% | 2.56% | 1/9/2023 |
 ChargePoint (CHPT) | 1.3% | 0% | 2.94% | 12/15/2022 |
 Amazon (AMZN) | 1.18% | 0% | 28.43% | 6/21/2026 |
 Salesforce (CRM) | 1.14% | 0% | 12.74% | 12/16/2024 |
 JPMorgan (JPM) | 1.12% | 0% | 12.42% | 11/8/2022 |
 Adobe (ADBE) | 0.96% | 0% | 25.16% | 2/3/2025 |
 Apple (AAPL) | 0.93% | 0% | 8.45% | 8/10/2022 |
 Microsoft (MSFT) | 0.78% | 0% | 9.99% | 8/16/2022 |
 AT&T (T.US) | 0.78% | 0% | 23.75% | 4/17/2023 |
 Enbridge (ENB) | 0.74% | 0% | 24.39% | 4/20/2023 |
 Goldman Sachs (GS) | 0.65% | 0% | 8.45% | 8/10/2022 |
 Ethereum (ETH) | 0.64% | 0% | 14.02% | 4/12/2023 |
 Tesla (TSLA) | 0.64% | 0% | 2.18% | 3/29/2022 |
 Hershey (HSY) | 0.61% | 0% | 9.09% | 8/30/2024 |
 GE (GE) | 0.58% | 0% | 8.83% | 1/4/2024 |
 Starbucks (SBUX) | 0.56% | 0% | 22.79% | 11/17/2023 |
 Take-Two (TTWO) | 0.56% | 0% | 8.64% | 6/21/2026 |
 Crowdstrike (CRWD) | 0.51% | 0% | 5.51% | 11/22/2024 |
 Netflix (NFLX) | 0.49% | 0% | 9.48% | 6/21/2026 |
 Activision Blizzard, Inc. (ATVI) | 0.45% | 0% | 5.76% | 7/12/2023 |
 HDFC (HDB) | 0.42% | 0% | 8.71% | 8/15/2022 |
 Alibaba (BABA) | 0.19% | 0% | 3.33% | 5/2/2022 |
 Intuit (INTU) | 0.15% | 0% | 2.82% | 2/26/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.15% | 0% | 2.24% | 3/16/2022 |
 Disney (DIS) | 0.13% | 0% | 5.19% | 2/9/2024 |
 Warner Bros Discovery (WBD) | 0.12% | 0% | 22.09% | 4/17/2023 |
 Waste Management (WM) | 0.12% | 0% | 5.31% | 11/11/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.11% | 0% | 4.8% | 9/30/2024 |
 Coca-Cola (KO) | 0.09% | 0% | 3.52% | 5/9/2022 |
 Applied Materials (AMAT) | 0.07% | 0% | 1.47% | 2/5/2025 |
 Snapchat (SNAP) | 0.06% | 0% | 0.13% | 10/7/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.06% | 0% | 2.94% | 8/27/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.06% | 0% | 0.77% | 3/22/2022 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.06% | 0% | 0.19% | 1/13/2023 |
 PepsiCo (PEP) | 0.05% | 0% | 3.07% | 5/9/2022 |
 Deutsche Bank (DBK.DE) | 0.04% | 0% | 0.77% | 4/12/2023 |
 Nike (NKE) | 0.04% | 0% | 0.83% | 1/27/2025 |
 Coinbase (COIN) | 0.04% | 0% | 0.13% | 9/1/2022 |
 Raytheon (RTX) | 0.04% | 0% | 0.9% | 4/19/2023 |
 Roblox (RBLX) | 0.04% | 0% | 0.26% | 8/23/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 0.32% | 3/16/2022 |
 Oatly (OTLY) | 0.03% | 0% | 0.45% | 9/1/2022 |
 Occidental (OXY) | 0.03% | 0% | 0.64% | 4/17/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 0.06% | 9/4/2022 |
 Boeing (BA) | 0.03% | 0% | 0.9% | 4/26/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.02% | 0% | 1.28% | 4/11/2022 |
 GameStop (GME) | 0.01% | 0% | 0.13% | 3/30/2022 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.01% | 0% | 0.32% | 3/15/2022 |
 Duolingo (DUOL) | 0.01% | 0% | 7.55% | 1/20/2026 |
 Kraft Heinz (KHC) | 0% | 0% | 0.06% | 4/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 15.65% | 19.17% |
| NVIDIA (NVDA) | 16.48% | 17.42% |
| ASML (ASML) | 15.69% | 15.27% |
| Mastercard (MA) | 14.48% | 14.11% |
| Booking (BKNG) | 13.08% | 9.92% |
| S&P Global (SPGI) | 7.81% | 7.76% |
| Alphabet (GOOGL) | 6.6% | 7.74% |
| Visa (V) | 4.53% | 4.34% |
| Amazon (AMZN) | 5.36% | 4.13% |
| Duolingo (DUOL) | 0.24% | 0.1% |
Cash & Instruments Over Time
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