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
TSLA66.24%
ETSY62.86%
PYPL61.41%
NKE61.04%
EL55.93%
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) | 19.93% | 0% | 66.24% | 10/23/2024 |
 AMD (AMD) | 5.45% | 0% | 20.89% | 2/1/2025 |
| PayPal (PYPL) | 4.19% | 0% | 61.41% | 2/1/2025 |
| Nike (NKE) | 3.32% | 0% | 61.04% | 2/1/2025 |
 UPS (UPS) | 2.82% | 0% | 46.81% | 2/1/2025 |
| Etsy (ETSY) | 2.61% | 0% | 62.86% | 2/1/2025 |
 Alibaba (BABA) | 2.46% | 0% | 52.46% | 9/26/2024 |
 Kraft Heinz (KHC) | 2.22% | 0% | 55.93% | 2/1/2025 |
 Crowdstrike (CRWD) | 1.7% | 0% | 7.48% | 10/10/2024 |
 Intel (INTC) | 1.64% | 0% | 52.37% | 2/1/2025 |
 AT&T (T) | 1.58% | 0% | 41.61% | 7/25/2024 |
| Estee Lauder (EL) | 1.54% | 0% | 55.93% | 2/1/2025 |
 Airbnb (ABNB) | 1.4% | 0% | 39.14% | 2/1/2025 |
 UnitedHealth (UNH) | 1.05% | 0% | 15.33% | 11/6/2024 |
 Lockheed Martin (LMT) | 1.05% | 0% | 42.15% | 7/24/2024 |
 Netflix (NFLX) | 1.04% | 0% | 23.27% | 5/10/2024 |
 Amazon (AMZN) | 0.97% | 0% | 24% | 11/17/2023 |
 Costco (COST) | 0.8% | 0% | 22.63% | 12/15/2023 |
 Apple (AAPL) | 0.77% | 0% | 31.11% | 6/12/2024 |
 Xcel Energy (XEL) | 0.74% | 0% | 14.51% | 8/8/2024 |
 Pfizer (PFE) | 0.72% | 0% | 55.47% | 2/1/2025 |
 Sony (SONY) | 0.71% | 0% | 27.92% | 8/16/2024 |
 Humana (HUM) | 0.64% | 0% | 30.66% | 2/1/2025 |
 Adidas (ADS.DE) | 0.6% | 0% | 32.12% | 3/19/2024 |
 Boeing (BA) | 0.58% | 0% | 34.58% | 2/1/2025 |
 Adobe (ADBE) | 0.51% | 0% | 14.05% | 5/15/2024 |
 Palo Alto Networks (PANW) | 0.49% | 0% | 11.41% | 6/27/2024 |
 Visa (V) | 0.42% | 0% | 19.62% | 8/30/2024 |
 Bayer (BAYN.DE) | 0.41% | 0% | 51.92% | 2/1/2025 |
 ExxonMobil (XOM) | 0.33% | 0% | 14.6% | 4/9/2024 |
 Occidental (OXY) | 0.3% | 0% | 10.86% | 4/4/2024 |
 Colgate (CL) | 0.3% | 0% | 16.15% | 1/25/2024 |
 Cisco (CSCO) | 0.28% | 0% | 17.79% | 1/30/2024 |
 Chevron (CVX) | 0.27% | 0% | 20.62% | 7/1/2024 |
 Shopify (SHOP) | 0.26% | 0% | 8.21% | 8/7/2024 |
 Alphabet (GOOGL) | 0.25% | 0% | 11.41% | 6/6/2024 |
 Alphabet (GOOG) | 0.25% | 0% | 11.41% | 6/6/2024 |
 Coca-Cola (KO) | 0.23% | 0% | 27.1% | 4/25/2024 |
 Microsoft (MSFT) | 0.19% | 0% | 4.65% | 5/17/2024 |
 Booking (BKNG) | 0.18% | 0% | 6.75% | 5/8/2024 |
 Uber (UBER) | 0.18% | 0% | 8.76% | 7/18/2023 |
 Starbucks (SBUX) | 0.17% | 0% | 11.22% | 11/2/2023 |
 Amgen (AMGN) | 0.16% | 0% | 5.93% | 5/3/2024 |
 Expedia (EXPE) | 0.15% | 0% | 14.23% | 7/16/2024 |
 Walmart (WMT) | 0.13% | 0% | 8.76% | 2/20/2024 |
 Home Depot (HD) | 0.12% | 0% | 1.92% | 6/12/2024 |
 Moody's (MCO) | 0.09% | 0% | 8.21% | 5/14/2024 |
 Philip Morris (PM) | 0.09% | 0% | 7.94% | 5/6/2024 |
 Deere (DE) | 0.08% | 0% | 3.1% | 3/21/2024 |
 L'Oréal (OR.PA) | 0.07% | 0% | 6.3% | 4/19/2024 |
 Meta (META) | 0.07% | 0% | 1.28% | 5/9/2024 |
 First Solar (FSLR) | 0.06% | 0% | 2.19% | 2/12/2024 |
 Oracle (ORCL) | 0.06% | 0% | 3.74% | 1/24/2024 |
 AbbVie (ABBV) | 0.05% | 0% | 2.65% | 7/27/2023 |
 DuPont (DD) | 0.03% | 0% | 2.28% | 2/23/2024 |
 Qualcomm (QCOM) | 0.02% | 0% | 1.28% | 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% |