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Portfolio Diversification
Range
Most Diversified
19 instruments
April 26, 2022
Least Diversified
2 instruments
February 9, 2022
Average
9.7 instruments
Most Consistent Holdings
Top 5
V80.15%
SPGI72.32%
GOOG70.7%
MA66.64%
NVDA53.75%
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) | 12.98% | 17.64% | 70.7% | - |
| Mastercard (MA) | 12.13% | 11.9% | 66.64% | - |
| S&P Global (SPGI) | 7.46% | 6.11% | 72.32% | - |
| NVIDIA (NVDA) | 5.63% | 16.11% | 53.75% | - |
| Visa (V) | 4.9% | 3.61% | 80.15% | - |
 ASML (ASML) | 4.64% | 19% | 39.1% | - |
 Union Pacific (UNP) | 4.58% | 0% | 37.54% | 10/31/2024 |
 Meta (META) | 3.94% | 0% | 28.16% | 4/27/2023 |
 Canadian Pacific (CP) | 3.57% | 0% | 43.21% | 1/23/2025 |
 Booking (BKNG) | 3.35% | 0% | 34.1% | 2/2/2026 |
 CNR (CNI) | 2.32% | 0% | 23.84% | 4/19/2024 |
 Alphabet (GOOGL) | 1.78% | 7.2% | 27.48% | - |
 PayPal (PYPL) | 1.67% | 0% | 28.83% | 1/8/2024 |
 Berkshire Hathaway (BRK.B) | 1.62% | 0% | 30.45% | 7/18/2023 |
 Beyond Meat (BYND) | 1.53% | 0% | 2.7% | 1/9/2023 |
 ChargePoint (CHPT) | 1.37% | 0% | 3.11% | 12/15/2022 |
 Salesforce (CRM) | 1.2% | 0% | 13.44% | 12/16/2024 |
 JPMorgan (JPM) | 1.18% | 0% | 13.1% | 11/8/2022 |
 Adobe (ADBE) | 1.01% | 0% | 26.54% | 2/3/2025 |
 Apple (AAPL) | 0.98% | 0% | 8.91% | 8/10/2022 |
 Amazon (AMZN) | 0.95% | 5.52% | 24.85% | - |
 Microsoft (MSFT) | 0.83% | 0% | 10.53% | 8/16/2022 |
 AT&T (T) | 0.82% | 0% | 25.05% | 4/17/2023 |
 Enbridge (ENB) | 0.78% | 0% | 25.73% | 4/20/2023 |
 Goldman Sachs (GS) | 0.68% | 0% | 8.91% | 8/10/2022 |
 Ethereum (ETH) | 0.68% | 0% | 14.79% | 4/12/2023 |
 Tesla (TSLA) | 0.67% | 0% | 2.3% | 3/29/2022 |
 Hershey (HSY) | 0.64% | 0% | 9.59% | 8/30/2024 |
 GE (GE) | 0.61% | 0% | 9.32% | 1/4/2024 |
 Starbucks (SBUX) | 0.59% | 0% | 24.04% | 11/17/2023 |
 Crowdstrike (CRWD) | 0.54% | 0% | 5.81% | 11/22/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.48% | 0% | 6.08% | 7/12/2023 |
 HDFC (HDB) | 0.44% | 0% | 9.18% | 8/15/2022 |
 Take-Two (TTWO) | 0.26% | 6.67% | 3.98% | - |
 Netflix (NFLX) | 0.26% | 6.16% | 4.86% | - |
 Alibaba (BABA) | 0.2% | 0% | 3.51% | 5/2/2022 |
 Intuit (INTU) | 0.16% | 0% | 2.97% | 2/26/2025 |
 Vanguard S&P 500 Value ETF (VOOV) | 0.16% | 0% | 2.36% | 3/16/2022 |
 Disney (DIS) | 0.14% | 0% | 5.47% | 2/9/2024 |
 Warner Bros Discovery (WBD) | 0.13% | 0% | 23.3% | 4/17/2023 |
 Waste Management (WM) | 0.12% | 0% | 5.6% | 11/11/2024 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.12% | 0% | 5.06% | 9/30/2024 |
 Coca-Cola (KO) | 0.1% | 0% | 3.71% | 5/9/2022 |
 Applied Materials (AMAT) | 0.07% | 0% | 1.55% | 2/5/2025 |
 Snapchat (SNAP) | 0.06% | 0% | 0.14% | 10/7/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.06% | 0% | 3.11% | 8/27/2024 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.06% | 0% | 0.81% | 3/22/2022 |
 Bed Bath & Beyond Inc (BBBYQ) | 0.06% | 0% | 0.2% | 1/13/2023 |
 PepsiCo (PEP) | 0.05% | 0% | 3.24% | 5/9/2022 |
 Deutsche Bank (DBK.DE) | 0.05% | 0% | 0.81% | 4/12/2023 |
 Nike (NKE) | 0.05% | 0% | 0.88% | 1/27/2025 |
 Coinbase (COIN) | 0.05% | 0% | 0.14% | 9/1/2022 |
 Raytheon (RTX) | 0.04% | 0% | 0.95% | 4/19/2023 |
 Roblox (RBLX) | 0.04% | 0% | 0.27% | 8/23/2022 |
 Vanguard S&P 500 ETF (VOO) | 0.04% | 0% | 0.34% | 3/16/2022 |
 Oatly (OTLY) | 0.03% | 0% | 0.47% | 9/1/2022 |
 Occidental (OXY) | 0.03% | 0% | 0.68% | 4/17/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 0.07% | 9/4/2022 |
 Boeing (BA) | 0.03% | 0% | 0.95% | 4/26/2023 |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 0.02% | 0% | 1.35% | 4/11/2022 |
 GameStop (GME) | 0.01% | 0% | 0.14% | 3/30/2022 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.01% | 0% | 0.34% | 3/15/2022 |
 Duolingo (DUOL) | 0.01% | 0% | 7.97% | 1/20/2026 |
 Kraft Heinz (KHC) | 0% | 0% | 0.07% | 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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