Portfolio Diversification
Range
Most Diversified
35 instruments
March 1, 2024
Least Diversified
0 instruments
January 1, 2022
Average
13.1 instruments
Most Consistent Holdings
Top 5
ETSY70.02%
PYPL68.85%
NKE68.55%
EL64.44%
KHC.RTH64.44%
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) | 16.05% | 0% | 53.34% | 10/23/2024 |
 AMD (AMD) | 15.79% | 0% | 34.9% | 10/6/2025 |
| PayPal (PYPL) | 4.61% | 4.09% | 68.85% | - |
| Nike (NKE) | 4.01% | 4.52% | 68.55% | - |
 UPS (UPS.RTH) | 2.99% | 2.08% | 57.09% | - |
| Etsy (ETSY) | 2.55% | 2.03% | 70.02% | - |
| Kraft Heinz (KHC.RTH) | 2.29% | 1.5% | 64.44% | - |
 Intel (INTC) | 2.06% | 4.08% | 61.57% | - |
 Alibaba (BABA) | 1.98% | 0% | 42.25% | 9/26/2024 |
 Airbnb (ABNB.RTH) | 1.84% | 2.37% | 50.77% | - |
| Estee Lauder (EL) | 1.51% | 1.25% | 64.44% | - |
 Crowdstrike (CRWD) | 1.37% | 0% | 6.02% | 10/10/2024 |
 AT&T (T) | 1.27% | 0% | 33.5% | 7/25/2024 |
 UnitedHealth (UNH) | 0.84% | 0% | 12.34% | 11/6/2024 |
 Lockheed Martin (LMT) | 0.84% | 0% | 33.95% | 7/24/2024 |
 Netflix (NFLX) | 0.84% | 0% | 18.74% | 5/10/2024 |
 Humana (HUM) | 0.82% | 1.12% | 44.09% | - |
 Pfizer (PFE) | 0.8% | 0.72% | 64.07% | - |
 Boeing (BA) | 0.78% | 1.19% | 46.88% | - |
 Amazon (AMZN) | 0.78% | 0% | 19.32% | 11/17/2023 |
 Costco (COST) | 0.65% | 0% | 18.22% | 12/15/2023 |
 Apple (AAPL) | 0.62% | 0% | 25.06% | 6/12/2024 |
 Xcel Energy (XEL) | 0.59% | 0% | 11.68% | 8/8/2024 |
 Sony (SONY) | 0.57% | 0% | 22.48% | 8/16/2024 |
 Adidas (ADS.DE) | 0.48% | 0% | 25.86% | 3/19/2024 |
 Bayer (BAYN.DE) | 0.41% | 0.29% | 61.13% | - |
 Adobe (ADBE) | 0.41% | 0% | 11.32% | 5/15/2024 |
 Palo Alto Networks (PANW) | 0.4% | 0% | 9.18% | 6/27/2024 |
 Visa (V) | 0.34% | 0% | 15.8% | 8/30/2024 |
 ExxonMobil (XOM) | 0.27% | 0% | 11.76% | 4/9/2024 |
 Occidental (OXY) | 0.24% | 0% | 8.74% | 4/4/2024 |
 Colgate (CL) | 0.24% | 0% | 13.01% | 1/25/2024 |
 Cisco (CSCO) | 0.23% | 0% | 14.33% | 1/30/2024 |
 Chevron (CVX) | 0.22% | 0% | 16.61% | 7/1/2024 |
 Shopify (SHOP) | 0.21% | 0% | 6.61% | 8/7/2024 |
 Alphabet (GOOGL) | 0.2% | 0% | 9.18% | 6/6/2024 |
 Alphabet (GOOG) | 0.2% | 0% | 9.18% | 6/6/2024 |
 Coca-Cola (KO) | 0.18% | 0% | 21.82% | 4/25/2024 |
 Microsoft (MSFT) | 0.16% | 0% | 3.75% | 5/17/2024 |
 Booking (BKNG.RTH) | 0.15% | 0% | 5.44% | 5/8/2024 |
 Uber (UBER) | 0.14% | 0% | 7.05% | 7/18/2023 |
 Starbucks (SBUX.RTH) | 0.14% | 0% | 9.04% | 11/2/2023 |
 Amgen (AMGN) | 0.13% | 0% | 4.78% | 5/3/2024 |
 Expedia (EXPE) | 0.12% | 0% | 11.46% | 7/16/2024 |
 Walmart (WMT) | 0.1% | 0% | 7.05% | 2/20/2024 |
 Home Depot (HD) | 0.1% | 0% | 1.54% | 6/12/2024 |
 Moody's (MCO) | 0.07% | 0% | 6.61% | 5/14/2024 |
 Philip Morris (PM.RTH) | 0.07% | 0% | 6.39% | 5/6/2024 |
 Deere (DE) | 0.06% | 0% | 2.5% | 3/21/2024 |
 L'Oréal (OR.PA) | 0.06% | 0% | 5.07% | 4/19/2024 |
 Meta (META) | 0.06% | 0% | 1.03% | 5/9/2024 |
 First Solar (FSLR) | 0.05% | 0% | 1.76% | 2/12/2024 |
 Oracle (ORCL) | 0.05% | 0% | 3.01% | 1/24/2024 |
 AbbVie (ABBV) | 0.04% | 0% | 2.13% | 7/27/2023 |
 DuPont (DD) | 0.02% | 0% | 1.84% | 2/23/2024 |
 Qualcomm (QCOM) | 0.01% | 0% | 1.03% | 2/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 60.76% | 60.81% |
| PayPal (PYPL) | 4.88% | 7.93% |
| Nike (NKE) | 6.97% | 7.85% |
| UPS (UPS.RTH) | 4.88% | 4.76% |
| Airbnb (ABNB.RTH) | 3.49% | 3.86% |
| Intel (INTC) | 4.88% | 3.39% |
| Kraft Heinz (KHC.RTH) | 2.79% | 2.9% |
| Etsy (ETSY) | 3.68% | 2.3% |
| Humana (HUM) | 1.74% | 1.55% |
| Boeing (BA) | 1.39% | 1.51% |
| Estee Lauder (EL) | 2.65% | 1.45% |
| Pfizer (PFE) | 1.12% | 1.22% |
| Bayer (BAYN.DE) | 0.7% | 0.37% |