Portfolio Diversification
Range
Most Diversified
25 instruments
January 7, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
OXY99.87%
GOOGL99.87%
AMZN99.34%
META98.14%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 13.36% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOGL) | 12.96% | 0% | 99.87% | 2/1/2025 |
 Micron (MU) | 7.07% | 0% | 60.42% | 2/1/2025 |
| Amazon (AMZN) | 7.04% | 0% | 99.34% | 2/1/2025 |
| Meta (META) | 6.77% | 0% | 98.14% | 2/1/2025 |
| Occidental (OXY) | 5.62% | 0% | 99.87% | 2/1/2025 |
 Procter & Gamble (PG) | 4.78% | 0% | 70.92% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 4.59% | 0% | 54.45% | 2/22/2024 |
 Tesla (TSLA) | 3.8% | 0% | 45.42% | 2/1/2025 |
 Graco (GGG) | 3.14% | 0% | 35.86% | 4/24/2024 |
 Howard Hughes (HHH) | 2.52% | 0% | 45.68% | 2/1/2025 |
 Ishares Russell 2000 ETF (IWM) | 2.46% | 0% | 38.51% | 12/16/2024 |
 Palantir (PLTR) | 2.19% | 0% | 44.36% | 2/1/2025 |
 NVIDIA (NVDA) | 1.97% | 0% | 43.96% | 2/1/2025 |
 Broadridge (BR) | 1.75% | 0% | 22.71% | 7/25/2023 |
 Apple (AAPL) | 1.73% | 0% | 33.2% | 9/17/2024 |
 AMD (AMD) | 1.72% | 0% | 31.74% | 2/1/2025 |
 Lockheed Martin (LMT) | 1.69% | 0% | 45.82% | 5/30/2024 |
 Supermicro (SMCI) | 1.4% | 0% | 36.65% | 2/20/2024 |
 ASML (ASML) | 1.24% | 0% | 15.01% | 2/1/2025 |
 Cameco (CCJ) | 1.18% | 0% | 25.5% | 2/8/2024 |
 Brookfield (BN.US) | 1.04% | 0% | 20.98% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.92% | 0% | 19.39% | 6/5/2024 |
 Hims & Hers (HIMS) | 0.89% | 0% | 21.51% | 2/1/2025 |
 Waters (WAT) | 0.85% | 0% | 29.48% | 7/24/2024 |
 Intuitive Surgical (ISRG) | 0.79% | 0% | 29.08% | 2/1/2025 |
 MAA (MAA) | 0.68% | 0% | 20.72% | 2/1/2025 |
 Expedia (EXPE) | 0.64% | 0% | 15.41% | 8/19/2024 |
 Murphy USA (MUSA) | 0.52% | 0% | 28.55% | 8/7/2023 |
 Spotify (SPOT) | 0.48% | 0% | 21.91% | 2/1/2025 |
 MercadoLibre (MELI) | 0.33% | 0% | 14.08% | 2/1/2025 |
 PayPal (PYPL) | 0.28% | 0% | 8.9% | 2/1/2025 |
 Celanese (CE) | 0.25% | 0% | 12.35% | 4/12/2024 |
 Global X MSCI Argentina ETF (ARGT) | 0.24% | 0% | 10.49% | 2/1/2025 |
 Bitcoin (BTC) | 0.21% | 0% | 10.09% | 1/8/2024 |
 Rocket Lab (RKLB) | 0.19% | 0% | 7.04% | 2/1/2025 |
 Leonardo DRS (DRS) | 0.18% | 0% | 5.71% | 5/30/2024 |
 Aehr (AEHR) | 0.12% | 0% | 6.11% | 2/1/2025 |
 Lam Research (LRCX) | 0.11% | 0% | 4.65% | 11/26/2024 |
 SoFi (SOFI) | 0.06% | 0% | 5.98% | 2/1/2025 |
 MongoDB (MDB) | 0.04% | 0% | 3.45% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 6.39% | 10.69% |
| Palantir (PLTR) | 2.92% | 8.25% |
| ASML (ASML) | 10.5% | 7.98% |
| Amazon (AMZN) | 5.58% | 6.29% |
| AMD (AMD) | 8.8% | 5.93% |
| Brookfield (BN.US) | 5.72% | 5.43% |
| Meta (META) | 4.55% | 5.12% |
| Alphabet (GOOGL) | 3.87% | 4.65% |
| Occidental (OXY) | 6.67% | 4.62% |
| Procter & Gamble (PG) | 4.53% | 4.23% |
| NVIDIA (NVDA) | 3.77% | 4.04% |
| Hims & Hers (HIMS) | 3.26% | 3.99% |
| Microsoft (MSFT) | 3.65% | 3.99% |
| Howard Hughes (HHH) | 4.21% | 3.54% |
| PayPal (PYPL) | 3.91% | 3.23% |
| MAA (MAA) | 3.63% | 2.92% |
| Rocket Lab (RKLB) | 3.07% | 2.77% |
| Global X MSCI Argentina ETF (ARGT) | 2.87% | 2.49% |
| Micron (MU) | 3.74% | 2.39% |
| Intuitive Surgical (ISRG) | 2.36% | 2.34% |
| Spotify (SPOT) | 1.94% | 2.11% |
| MercadoLibre (MELI) | 2.7% | 1.85% |
| SoFi (SOFI) | 1.32% | 1.09% |