Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 7.47% | 15.8% | 66.2% | - |
 Alphabet (GOOG) | 6.48% | 7.12% | 74.04% | - |
 AMD (AMD) | 5.87% | 0% | 61.37% | 4/30/2024 |
 Apple (AAPL) | 5.85% | 8.58% | 65.19% | - |
 Tesla (TSLA) | 5.78% | 7.67% | 59.05% | - |
 Microsoft (MSFT) | 5.45% | 0% | 56.74% | 3/15/2024 |
 Amazon (AMZN) | 5.13% | 0% | 61.37% | 4/30/2024 |
 Eli Lilly (LLY) | 5.01% | 0% | 60.46% | 7/31/2024 |
 Shopify (SHOP) | 4.79% | 0% | 58.65% | 4/30/2024 |
 Meta (META) | 4.62% | 10.45% | 55.43% | - |
 Adobe (ADBE) | 4.45% | 0% | 56.74% | 3/15/2024 |
 ASML (ASML) | 3.88% | 0% | 63.78% | 9/30/2024 |
 Alibaba (BABA) | 3.13% | 5.75% | 35.61% | - |
 Thermo Fisher (TMO) | 2.83% | 7.05% | 44.37% | - |
 ExxonMobil (XOM) | 2.81% | 0% | 30.28% | 6/28/2024 |
 UnitedHealth (UNH) | 2.79% | 0% | 35.21% | 10/17/2024 |
 Merck (MRK) | 2.32% | 0% | 26.96% | 3/15/2024 |
 Pfizer (PFE) | 1.9% | 0% | 21.13% | 1/18/2023 |
 TSMC (TSM) | 1.89% | 10.06% | 34% | - |
 AbbVie (ABBV) | 1.74% | 0% | 28.57% | 4/30/2024 |
 Invesco QQQ (QQQ) | 1.66% | 0% | 12.47% | 9/29/2023 |
 Coca-Cola (KO) | 1.53% | 0% | 18.11% | 1/18/2023 |
 Johnson & Johnson (JNJ) | 1.46% | 0% | 23.14% | 2/5/2024 |
 Novo-Nordisk (NVO) | 1.44% | 0% | 19.92% | 9/30/2024 |
 Home Depot (HD) | 1.35% | 0% | 15.09% | 1/18/2023 |
 Vistra (VST) | 0.95% | 7.38% | 17.3% | - |
 Qualcomm (QCOM) | 0.92% | 5.69% | 14.29% | - |
 Toyota (TM) | 0.89% | 0% | 13.48% | 5/31/2024 |
 AstraZeneca (AZN) | 0.87% | 0% | 11.97% | 7/31/2024 |
 Costco (COST) | 0.58% | 0% | 20.52% | 7/31/2024 |
 Verizon (VZ) | 0.57% | 0% | 6.04% | 8/1/2022 |
 Block Inc. (SQ) | 0.48% | 0% | 6.24% | 3/23/2023 |
 Wells Fargo (WFC) | 0.45% | 0% | 5.84% | 6/28/2024 |
 Netflix (NFLX) | 0.38% | 0% | 8.55% | 4/30/2024 |
 Shell (SHEL) | 0.27% | 0% | 3.02% | 6/30/2022 |
 Chevron (CVX) | 0.27% | 0% | 3.02% | 6/30/2022 |
 GE (GE) | 0.27% | 0% | 5.84% | 6/28/2024 |
 JPMorgan (JPM) | 0.27% | 0% | 3.02% | 6/30/2022 |
 Disney (DIS) | 0.23% | 0% | 3.02% | 5/31/2024 |
 Salesforce (CRM) | 0.22% | 0% | 3.62% | 6/30/2023 |
 IBM (IBM) | 0.13% | 6.46% | 2.01% | - |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 11.97% | 3/31/2023 |
 XP (XP) | 0.04% | 0% | 8.85% | 9/29/2023 |
 T-Mobile (TMUS) | 0.04% | 7.98% | 0.5% | - |
 Sea (SE) | 0.04% | 0% | 5.43% | 5/25/2023 |
 Royal Caribbean (RCL) | 0.04% | 0% | 8.85% | 9/29/2023 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 5.43% | 5/25/2023 |
 Nu (NU) | 0.04% | 0% | 8.85% | 9/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 8.99% | 11.59% |
| Shopify (SHOP) | 7.89% | 9.94% |
| Tesla (TSLA) | 7.89% | 9.7% |
| Microsoft (MSFT) | 9.58% | 9.4% |
| Adobe (ADBE) | 7.89% | 8.95% |
| Meta (META) | 7.58% | 8.13% |
| Apple (AAPL) | 8.82% | 7.88% |
| Alphabet (GOOG) | 7.89% | 7.84% |
| Amazon (AMZN) | 7.76% | 7.83% |
| Eli Lilly (LLY) | 8.53% | 6.72% |
| NVIDIA (NVDA) | 9.02% | 6.64% |
| UnitedHealth (UNH) | 8.08% | 5.34% |