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
ETSY65.27%
PYPL63.91%
NKE63.57%
TSLA61.95%
EL58.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 18.64% | 0% | 61.95% | 10/23/2024 |
 AMD (AMD) | 8.9% | 57.93% | 26.02% | - |
| PayPal (PYPL) | 4.4% | 7.45% | 63.91% | - |
| Nike (NKE) | 3.63% | 7.61% | 63.57% | - |
 UPS (UPS) | 2.95% | 4.79% | 50.26% | - |
| Etsy (ETSY) | 2.6% | 2.53% | 65.27% | - |
 Alibaba (BABA) | 2.3% | 0% | 49.06% | 9/26/2024 |
 Kraft Heinz (KHC) | 2.29% | 3.66% | 58.79% | - |
 Intel (INTC) | 1.81% | 4.21% | 55.46% | - |
 Crowdstrike (CRWD) | 1.59% | 0% | 7% | 10/10/2024 |
 Airbnb (ABNB) | 1.59% | 4.36% | 43.09% | - |
| Estee Lauder (EL) | 1.53% | 1.38% | 58.79% | - |
 AT&T (T) | 1.47% | 0% | 38.91% | 7/25/2024 |
 UnitedHealth (UNH) | 0.98% | 0% | 14.33% | 11/6/2024 |
 Lockheed Martin (LMT) | 0.98% | 0% | 39.42% | 7/24/2024 |
 Netflix (NFLX) | 0.98% | 0% | 21.76% | 5/10/2024 |
 Amazon (AMZN) | 0.9% | 0% | 22.44% | 11/17/2023 |
 Pfizer (PFE) | 0.76% | 1.34% | 58.36% | - |
 Costco (COST) | 0.75% | 0% | 21.16% | 12/15/2023 |
 Apple (AAPL) | 0.72% | 0% | 29.1% | 6/12/2024 |
 Humana (HUM) | 0.72% | 2.13% | 35.15% | - |
 Xcel Energy (XEL) | 0.69% | 0% | 13.57% | 8/8/2024 |
 Sony (SONY) | 0.66% | 0% | 26.11% | 8/16/2024 |
 Boeing (BA) | 0.65% | 1.81% | 38.82% | - |
 Adidas (ADS.DE) | 0.56% | 0% | 30.03% | 3/19/2024 |
 Adobe (ADBE) | 0.47% | 0% | 13.14% | 5/15/2024 |
 Palo Alto Networks (PANW) | 0.46% | 0% | 10.67% | 6/27/2024 |
 Bayer (BAYN.DE) | 0.41% | 0.46% | 55.03% | - |
 Visa (V) | 0.39% | 0% | 18.34% | 8/30/2024 |
 ExxonMobil (XOM) | 0.31% | 0% | 13.65% | 4/9/2024 |
 Occidental (OXY) | 0.28% | 0% | 10.15% | 4/4/2024 |
 Colgate (CL) | 0.28% | 0% | 15.1% | 1/25/2024 |
 Cisco (CSCO) | 0.26% | 0% | 16.64% | 1/30/2024 |
 Chevron (CVX) | 0.25% | 0% | 19.28% | 7/1/2024 |
 Shopify (SHOP) | 0.24% | 0% | 7.68% | 8/7/2024 |
 Alphabet (GOOGL) | 0.24% | 0% | 10.67% | 6/6/2024 |
 Alphabet (GOOG) | 0.23% | 0% | 10.67% | 6/6/2024 |
 Coca-Cola (KO) | 0.21% | 0% | 25.34% | 4/25/2024 |
 Microsoft (MSFT) | 0.18% | 0% | 4.35% | 5/17/2024 |
 Booking (BKNG) | 0.17% | 0% | 6.31% | 5/8/2024 |
 Uber (UBER) | 0.16% | 0% | 8.19% | 7/18/2023 |
 Starbucks (SBUX) | 0.16% | 0% | 10.49% | 11/2/2023 |
 Amgen (AMGN) | 0.15% | 0% | 5.55% | 5/3/2024 |
 Expedia (EXPE) | 0.14% | 0% | 13.31% | 7/16/2024 |
 Walmart (WMT) | 0.12% | 0% | 8.19% | 2/20/2024 |
 Home Depot (HD) | 0.12% | 0% | 1.79% | 6/12/2024 |
 Moody's (MCO) | 0.09% | 0% | 7.68% | 5/14/2024 |
 Philip Morris (PM) | 0.09% | 0% | 7.42% | 5/6/2024 |
 Deere (DE) | 0.07% | 0% | 2.9% | 3/21/2024 |
 L'Oréal (OR.PA) | 0.07% | 0% | 5.89% | 4/19/2024 |
 Meta (META) | 0.07% | 0% | 1.19% | 5/9/2024 |
 First Solar (FSLR) | 0.06% | 0% | 2.05% | 2/12/2024 |
 Oracle (ORCL) | 0.05% | 0% | 3.5% | 1/24/2024 |
 AbbVie (ABBV) | 0.05% | 0% | 2.47% | 7/27/2023 |
 DuPont (DD) | 0.03% | 0% | 2.13% | 2/23/2024 |
 Qualcomm (QCOM) | 0.02% | 0% | 1.19% | 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) | 4.88% | 4.76% |
| Airbnb (ABNB) | 3.49% | 3.86% |
| Intel (INTC) | 4.88% | 3.39% |
| Kraft Heinz (KHC) | 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% |