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Portfolio Diversification
Range
Most Diversified
19 instruments
April 26, 2022
Least Diversified
0 instruments
April 4, 2026
Average
9.7 instruments
Most Consistent Holdings
Top 5
V81.75%
SPGI74.74%
GOOG73.29%
MA69.67%
NVDA58.13%
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) | 13.52% | 19.52% | 73.29% | - |
| Mastercard (MA) | 12.01% | 12.63% | 69.67% | - |
| S&P Global (SPGI) | 7.23% | 5.49% | 74.74% | - |
| NVIDIA (NVDA) | 6.77% | 19.58% | 58.13% | - |
 ASML (ASML) | 5.85% | 12.96% | 45.02% | - |
| Visa (V) | 4.77% | 4.11% | 81.75% | - |
 Union Pacific (UNP) | 4.1% | 0% | 33.6% | 10/31/2024 |
 Meta (META) | 3.53% | 0% | 25.2% | 4/27/2023 |
 Canadian Pacific (CP) | 3.2% | 0% | 38.67% | 1/23/2025 |
 Booking (BKNG) | 2.99% | 0% | 30.51% | 2/2/2026 |
 Alphabet (GOOGL) | 2.36% | 7.99% | 34.62% | - |
 CNR (CNI) | 2.07% | 0% | 21.33% | 4/19/2024 |
 PayPal (PYPL) | 1.5% | 0% | 25.8% | 1/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.45% | 0% | 27.25% | 7/18/2023 |
 Amazon (AMZN) | 1.44% | 6.29% | 32.27% | - |
 Beyond Meat (BYND) | 1.37% | 0% | 2.42% | 1/9/2023 |
 ChargePoint (CHPT) | 1.23% | 0% | 2.78% | 12/15/2022 |
 Salesforce (CRM) | 1.07% | 0% | 12.02% | 12/16/2024 |
 JPMorgan (JPM) | 1.06% | 0% | 11.72% | 11/8/2022 |
 Take-Two (TTWO) | 0.92% | 6.55% | 13.6% | - |
 Adobe (ADBE) | 0.9% | 0% | 23.75% | 2/3/2025 |
 Apple (AAPL) | 0.87% | 0% | 7.98% | 8/10/2022 |
 Microsoft (MSFT) | 0.74% | 0% | 9.43% | 8/16/2022 |
 AT&T (T.US) | 0.73% | 0% | 22.42% | 4/17/2023 |
 Netflix (NFLX) | 0.7% | 4.38% | 14.38% | - |
 Enbridge (ENB) | 0.7% | 0% | 23.02% | 4/20/2023 |
 Goldman Sachs (GS) | 0.61% | 0% | 7.98% | 8/10/2022 |
 Ethereum (ETH) | 0.61% | 0% | 13.23% | 4/12/2023 |
 Tesla (TSLA) | 0.6% | 0% | 2.05% | 3/29/2022 |
 Hershey (HSY) | 0.58% | 0% | 8.58% | 8/30/2024 |
 GE (GE) | 0.55% | 0% | 8.34% | 1/4/2024 |
 Starbucks (SBUX) | 0.53% | 0% | 21.51% | 11/17/2023 |
 Crowdstrike (CRWD) | 0.48% | 0% | 5.2% | 11/22/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.43% | 0% | 5.44% | 7/12/2023 |
 HDFC (HDB) | 0.4% | 0% | 8.22% | 8/15/2022 |
 Alibaba (BABA) | 0.18% | 0% | 3.14% | 5/2/2022 |
 Intuit (INTU) | 0.14% | 0% | 2.66% | 2/26/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.14% | 0% | 2.11% | 3/16/2022 |
 Disney (DIS) | 0.12% | 0% | 4.89% | 2/9/2024 |
 Warner Bros Discovery (WBD) | 0.12% | 0% | 20.85% | 4/17/2023 |
 Waste Management (WM) | 0.11% | 0% | 5.02% | 11/11/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.1% | 0% | 4.53% | 9/30/2024 |
 Coca-Cola (KO) | 0.09% | 0% | 3.32% | 5/9/2022 |
 Applied Materials (AMAT) | 0.06% | 0% | 1.39% | 2/5/2025 |
 Snapchat (SNAP) | 0.06% | 0% | 0.12% | 10/7/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.06% | 0% | 2.78% | 8/27/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.05% | 0% | 0.73% | 3/22/2022 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.05% | 0% | 0.18% | 1/13/2023 |
 PepsiCo (PEP) | 0.04% | 0% | 2.9% | 5/9/2022 |
 Deutsche Bank (DBK.DE) | 0.04% | 0% | 0.73% | 4/12/2023 |
 Nike (NKE) | 0.04% | 0% | 0.79% | 1/27/2025 |
 Coinbase (COIN) | 0.04% | 0% | 0.12% | 9/1/2022 |
 Raytheon (RTX) | 0.04% | 0% | 0.85% | 4/19/2023 |
 Roblox (RBLX) | 0.04% | 0% | 0.24% | 8/23/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.03% | 0% | 0.3% | 3/16/2022 |
 Oatly (OTLY) | 0.03% | 0% | 0.42% | 9/1/2022 |
 Occidental (OXY) | 0.02% | 0% | 0.6% | 4/17/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.02% | 0% | 0.06% | 9/4/2022 |
 Boeing (BA) | 0.02% | 0% | 0.85% | 4/26/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.02% | 0% | 1.21% | 4/11/2022 |
 GameStop (GME) | 0.01% | 0% | 0.12% | 3/30/2022 |
 Mobility Global Inc -W (MBGL) | 0.01% | 0.26% | 4.83% | - |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.01% | 0% | 0.3% | 3/15/2022 |
 Duolingo (DUOL) | 0.01% | 0% | 7.13% | 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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