Portfolio Diversification
Range
Most Diversified
26 instruments
March 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.9 instruments
Most Consistent Holdings
Top 5
MSFT99.89%
OXY99.89%
GOOGL99.89%
AMZN99.43%
META98.41%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 11.89% | 2.73% | 99.89% | - |
| Alphabet (GOOGL) | 11.64% | 4.63% | 99.89% | - |
| Amazon (AMZN) | 6.93% | 6.23% | 99.43% | - |
 Micron (MU) | 6.44% | 2.52% | 66.06% | - |
| Meta (META) | 6.41% | 3.74% | 98.41% | - |
| Occidental (OXY) | 5.28% | 2.44% | 99.89% | - |
 Procter & Gamble (PG) | 4.57% | 2.54% | 75.06% | - |
 Tesla (TSLA) | 4.13% | 4.79% | 53.19% | - |
 Berkshire Hathaway (BRK.B) | 3.94% | 0% | 46.7% | 2/22/2024 |
 Palantir (PLTR) | 3.12% | 8.54% | 52.28% | - |
 Graco (GGG) | 2.69% | 0% | 30.75% | 4/24/2024 |
 NVIDIA (NVDA) | 2.55% | 6.31% | 51.94% | - |
 Howard Hughes (HHH) | 2.53% | 1.94% | 53.42% | - |
 AMD (AMD) | 2.48% | 6.53% | 41.46% | - |
 Ishares Russell 2000 ETF (IWM) | 2.11% | 0% | 33.03% | 12/16/2024 |
 ASML (ASML) | 1.97% | 5.32% | 27.11% | - |
 Hims & Hers (HIMS) | 1.9% | 9.62% | 32.69% | - |
 Broadridge (BR) | 1.5% | 0% | 19.48% | 7/25/2023 |
 Apple (AAPL) | 1.48% | 0% | 28.47% | 9/17/2024 |
 Brookfield (BN.US) | 1.47% | 3.41% | 32.23% | - |
 Lockheed Martin (LMT) | 1.45% | 0% | 39.29% | 5/30/2024 |
 Supermicro (SMCI) | 1.2% | 0% | 31.44% | 2/20/2024 |
 Cameco (CCJ) | 1.01% | 0% | 21.87% | 2/8/2024 |
 Intuitive Surgical (ISRG) | 0.94% | 1.53% | 39.18% | - |
 Spotify (SPOT) | 0.86% | 2.95% | 33.03% | - |
 iShares MSCI India ETF (INDA) | 0.79% | 0% | 16.63% | 6/5/2024 |
 PayPal (PYPL) | 0.77% | 3.41% | 21.87% | - |
 Waters (WAT) | 0.73% | 0% | 25.28% | 7/24/2024 |
 MercadoLibre (MELI) | 0.67% | 2.45% | 26.31% | - |
 MAA (MAA) | 0.64% | 0% | 20.27% | 2/24/2025 |
 Expedia (EXPE) | 0.55% | 0% | 13.21% | 8/19/2024 |
 Duolingo (DUOL) | 0.49% | 7.43% | 6.95% | - |
 Global X MSCI Argentina ETF (ARGT) | 0.49% | 1.61% | 23.23% | - |
 Murphy USA (MUSA) | 0.45% | 0% | 24.49% | 8/7/2023 |
 Rocket Lab (RKLB) | 0.43% | 1.93% | 20.27% | - |
 Leonardo DRS (DRS) | 0.43% | 2.57% | 15.38% | - |
 SoFi (SOFI) | 0.24% | 1.45% | 19.36% | - |
 Celanese (CE) | 0.21% | 0% | 10.59% | 4/12/2024 |
 Bitcoin (BTC) | 0.18% | 0% | 8.66% | 1/8/2024 |
 Aehr (AEHR) | 0.14% | 0% | 11.85% | 4/1/2025 |
 MongoDB (MDB) | 0.14% | 0.64% | 17.2% | - |
 Lam Research (LRCX) | 0.1% | 0% | 3.99% | 11/26/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.04% | 0% | 1.25% | 4/7/2025 |
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% |