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Portfolio Diversification
Range
Most Diversified
35 instruments
March 1, 2024
Least Diversified
0 instruments
January 1, 2022
Average
12.6 instruments
Most Consistent Holdings
Top 5
ETSY74.53%
PYPL73.55%
NKE73.3%
EL69.88%
KHC69.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Tesla (TSLA) | 13.35% | 0% | 44.35% | 10/23/2024 |
 AMD (AMD) | 13.13% | 0% | 29.02% | 10/6/2025 |
 Netflix (NFLX) | 10.77% | 79.79% | 28.89% | - |
| PayPal (PYPL) | 4.31% | 3.57% | 73.55% | - |
| Nike (NKE) | 3.89% | 2.99% | 73.3% | - |
 UPS (UPS) | 2.88% | 2.93% | 63.78% | - |
| Etsy (ETSY) | 2.39% | 2.51% | 74.53% | - |
| Kraft Heinz (KHC) | 2.13% | 1.7% | 69.88% | - |
 Airbnb (ABNB) | 1.92% | 2.95% | 58.4% | - |
 Intel (INTC) | 1.9% | 0% | 55.59% | 1/9/2026 |
 Alibaba (BABA) | 1.65% | 0% | 35.13% | 9/26/2024 |
| Estee Lauder (EL) | 1.44% | 1.1% | 69.88% | - |
 Crowdstrike (CRWD) | 1.14% | 0% | 5.01% | 10/10/2024 |
 AT&T (T.US) | 1.06% | 0% | 27.86% | 7/25/2024 |
 Humana (HUM) | 0.81% | 0% | 50.82% | 6/21/2026 |
 Pfizer (PFE) | 0.78% | 0.78% | 69.58% | - |
 UnitedHealth (UNH) | 0.7% | 0% | 10.26% | 11/6/2024 |
 Lockheed Martin (LMT) | 0.7% | 0% | 28.22% | 7/24/2024 |
 Boeing (BA) | 0.7% | 0% | 43.37% | 1/9/2026 |
 Amazon (AMZN) | 0.65% | 0% | 16.07% | 11/17/2023 |
 Costco (COST) | 0.54% | 0% | 15.15% | 12/15/2023 |
 Apple (AAPL) | 0.52% | 0% | 20.83% | 6/12/2024 |
 Xcel Energy (XEL) | 0.49% | 0% | 9.71% | 8/8/2024 |
 Sony (SONY) | 0.48% | 0% | 18.69% | 8/16/2024 |
 Adidas (ADS.DE) | 0.4% | 0% | 21.5% | 3/19/2024 |
 Bayer (BAYN.DE) | 0.37% | 0% | 57.54% | 2/17/2026 |
 Adobe (ADBE) | 0.34% | 0% | 9.41% | 5/15/2024 |
 Palo Alto Networks (PANW) | 0.33% | 0% | 7.64% | 6/27/2024 |
 Visa (V) | 0.28% | 0% | 13.13% | 8/30/2024 |
 ExxonMobil (XOM) | 0.22% | 0% | 9.77% | 4/9/2024 |
 Occidental (OXY) | 0.2% | 0% | 7.27% | 4/4/2024 |
 Colgate (CL) | 0.2% | 0% | 10.81% | 1/25/2024 |
 Cisco (CSCO) | 0.19% | 0% | 11.91% | 1/30/2024 |
 Chevron (CVX.US) | 0.18% | 0% | 13.81% | 7/1/2024 |
 Shopify (SHOP) | 0.17% | 0% | 5.5% | 8/7/2024 |
 Alphabet (GOOGL) | 0.17% | 0% | 7.64% | 6/6/2024 |
 Alphabet (GOOG) | 0.17% | 0% | 7.64% | 6/6/2024 |
 Coca-Cola (KO) | 0.15% | 0% | 18.14% | 4/25/2024 |
 Microsoft (MSFT) | 0.13% | 0% | 3.12% | 5/17/2024 |
 Booking (BKNG) | 0.12% | 0% | 4.52% | 5/8/2024 |
 Uber (UBER) | 0.12% | 0% | 5.86% | 7/18/2023 |
 Starbucks (SBUX) | 0.11% | 0% | 7.51% | 11/2/2023 |
 Amgen (AMGN) | 0.11% | 0% | 3.97% | 5/3/2024 |
 Expedia (EXPE) | 0.1% | 0% | 9.53% | 7/16/2024 |
 Walmart (WMT) | 0.08% | 0% | 5.86% | 2/20/2024 |
 Home Depot (HD) | 0.08% | 0% | 1.28% | 6/12/2024 |
 Moody's (MCO) | 0.06% | 0% | 5.5% | 5/14/2024 |
 Philip Morris (PM) | 0.06% | 0% | 5.31% | 5/6/2024 |
 Deere (DE) | 0.05% | 0% | 2.08% | 3/21/2024 |
 L'Oréal (OR.PA) | 0.05% | 0% | 4.22% | 4/19/2024 |
 Meta (META) | 0.05% | 0% | 0.86% | 5/9/2024 |
 First Solar (FSLR) | 0.04% | 0% | 1.47% | 2/12/2024 |
 Oracle (ORCL) | 0.04% | 0% | 2.5% | 1/24/2024 |
 AbbVie (ABBV) | 0.03% | 0% | 1.77% | 7/27/2023 |
 DuPont (DD) | 0.02% | 0% | 1.53% | 2/23/2024 |
 Qualcomm (QCOM) | 0.01% | 0% | 0.86% | 2/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Netflix (NFLX) | 35.22% | 37.1% |
| Nike (NKE) | 5.03% | 4.13% |
| Intel (INTC) | 3.52% | 3.9% |
| PayPal (PYPL) | 3.52% | 3.39% |
| Airbnb (ABNB) | 2.52% | 2.49% |
| UPS (UPS) | 3.52% | 2.34% |
| Etsy (ETSY) | 2.66% | 1.51% |
| Kraft Heinz (KHC) | 2.01% | 1.43% |
| Estee Lauder (EL) | 1.91% | 1.26% |
| Boeing (BA) | 1.01% | 1.15% |
| Humana (HUM) | 1.26% | 0.98% |
| Pfizer (PFE) | 0.81% | 0.71% |
| Bayer (BAYN.DE) | 0.5% | 0.4% |
Cash & Instruments Over Time
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