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Portfolio Diversification
Range
Most Diversified
15 instruments
April 1, 2023
Least Diversified
0 instruments
October 20, 2025
Average
12.1 instruments
Most Consistent Holdings
Top 5
NVDA62.53%
AAPL57.9%
TSLA55.9%
GOOG53.49%
ASML47.96%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 7.23% | 0% | 62.53% | 11/28/2025 |
| Tesla (TSLA) | 5.69% | 0% | 55.9% | 10/31/2025 |
| Apple (AAPL) | 5.24% | 0% | 57.9% | 10/31/2025 |
| Alphabet (GOOG) | 4.64% | 0% | 53.49% | 11/29/2024 |
 AMD (AMD) | 4.61% | 0% | 47.9% | 11/28/2025 |
 Microsoft (MSFT) | 4.21% | 0% | 43.13% | 6/30/2025 |
 Meta (META) | 4.09% | 0% | 46.93% | 7/31/2025 |
 Eli Lilly (LLY) | 4.03% | 0% | 47.9% | 12/31/2025 |
 Amazon (AMZN) | 3.93% | 0% | 46.17% | 2/28/2025 |
 Shopify (SHOP) | 3.58% | 8.67% | 43.34% | - |
| ASML (ASML) | 3.14% | 0% | 47.96% | 10/31/2025 |
 Adobe (ADBE) | 3.05% | 0% | 38.92% | 3/15/2024 |
 UnitedHealth (UNH) | 2.57% | 0% | 30.57% | 10/31/2025 |
 Alibaba (BABA) | 2.36% | 0% | 27.12% | 10/31/2025 |
 TSMC (TSM) | 2.25% | 0% | 34.23% | 10/31/2025 |
 ExxonMobil (XOM) | 2.11% | 0% | 22.84% | 4/30/2025 |
 Thermo Fisher (TMO) | 1.99% | 0% | 31.12% | 10/31/2024 |
 Merck (MRK) | 1.8% | 0% | 20.77% | 12/31/2025 |
 Coca-Cola (KO) | 1.78% | 0% | 18.7% | 12/31/2025 |
 Johnson & Johnson (JNJ) | 1.67% | 0% | 22.36% | 12/31/2025 |
 AbbVie (ABBV) | 1.64% | 0% | 23.95% | 9/30/2025 |
 Netflix (NFLX) | 1.59% | 0% | 22.64% | 7/31/2025 |
 Broadcom (AVGO) | 1.46% | 0% | 12.28% | 12/31/2025 |
 Alphabet (GOOGL) | 1.45% | 0% | 14.29% | 12/31/2025 |
 Pfizer (PFE) | 1.3% | 0% | 14.49% | 1/18/2023 |
 AstraZeneca (AZN) | 1.24% | 0% | 14.84% | 12/31/2025 |
 Invesco QQQ (QQQ) | 1.14% | 0% | 8.56% | 9/29/2023 |
 Home Depot (HD) | 1.14% | 0% | 12.56% | 9/30/2025 |
 Palantir (PLTR) | 1.1% | 0% | 15.73% | 11/28/2025 |
 SAP (SAP) | 1.09% | 0% | 10.28% | 6/30/2025 |
 Vistra (VST) | 1.02% | 0% | 16.77% | 12/31/2024 |
 Novo-Nordisk (NVO) | 0.99% | 0% | 13.66% | 9/30/2024 |
 Toyota (TM) | 0.8% | 0% | 11.25% | 5/30/2025 |
 Wells Fargo (WFC) | 0.7% | 8.96% | 9.66% | - |
 Micron (MU) | 0.7% | 14.26% | 6.97% | - |
 Qualcomm (QCOM) | 0.67% | 0% | 10.49% | 10/31/2024 |
 Philip Morris (PM) | 0.65% | 0% | 6.21% | 6/30/2025 |
 Novartis (NVS) | 0.62% | 0% | 6.35% | 9/30/2025 |
 Walmart (WMT) | 0.61% | 0% | 6.49% | 12/31/2025 |
 Costco (COST) | 0.59% | 0% | 16.08% | 5/30/2025 |
 GE (GE) | 0.56% | 0% | 8.14% | 8/29/2025 |
 Caterpillar (CAT) | 0.55% | 0% | 5.73% | 11/28/2025 |
 Berkshire Hathaway (BRK.B) | 0.5% | 0% | 12.56% | 12/31/2025 |
 T-Mobile (TMUS) | 0.49% | 0% | 7.87% | 3/31/2025 |
 BlackStone (BX) | 0.42% | 0% | 6.21% | 8/29/2025 |
 Oracle (ORCL) | 0.41% | 0% | 4.14% | 8/29/2025 |
 Verizon (VZ) | 0.39% | 0% | 4.14% | 8/1/2022 |
 Bank of America (BAC) | 0.38% | 0% | 6.35% | 1/31/2025 |
 Shell (SHEL) | 0.37% | 0% | 4.14% | 4/30/2025 |
 HSBC (HSBC) | 0.37% | 10.17% | 3.59% | - |
 Chevron (CVX) | 0.36% | 0% | 4.14% | 4/30/2025 |
 Disney (DIS) | 0.34% | 0% | 4.28% | 12/31/2024 |
 Lam Research (LRCX) | 0.34% | 12.52% | 3.11% | - |
 Block Inc. (XYZ) | 0.33% | 0% | 4.28% | 3/23/2023 |
 Raytheon (RTX) | 0.32% | 10.41% | 3.45% | - |
 IBM (IBM) | 0.32% | 0% | 4.21% | 7/31/2025 |
 Salesforce (CRM) | 0.28% | 8.05% | 3.93% | - |
 American Express (AXP) | 0.21% | 0% | 2.21% | 9/30/2025 |
 Goldman Sachs (GS) | 0.2% | 0% | 2.14% | 7/31/2025 |
 AT&T (T) | 0.2% | 0% | 2.07% | 4/30/2025 |
 Intuit (INTU) | 0.2% | 0% | 2.14% | 6/30/2025 |
 ServiceNow (NOW) | 0.19% | 0% | 2.21% | 12/31/2024 |
 Amer Sports Inc (AS) | 0.18% | 0% | 8.42% | 3/31/2025 |
 JPMorgan (JPM) | 0.18% | 0% | 2.07% | 6/30/2022 |
 AppLovin (APP) | 0.17% | 7.98% | 1.93% | - |
 Arista (ANET) | 0.15% | 0% | 1.66% | 11/28/2025 |
 Citi (C) | 0.14% | 9.39% | 1.45% | - |
 RBC (RY) | 0.14% | 9.51% | 1.45% | - |
 Robinhood Markets Inc. (HOOD) | 0.06% | 0% | 1.93% | 2/28/2025 |
 Reddit Inc (RDDT) | 0.06% | 0% | 1.93% | 2/28/2025 |
 United Airlines (UAL) | 0.04% | 0% | 2.21% | 12/31/2024 |
 SoFi (SOFI) | 0.04% | 0% | 2.21% | 12/31/2024 |
 XP (XP) | 0.03% | 0% | 6.07% | 9/29/2023 |
 Sea (SE) | 0.03% | 0% | 3.73% | 5/25/2023 |
 Royal Caribbean (RCL) | 0.03% | 0% | 6.07% | 9/29/2023 |
 Warner Bros Discovery (WBD) | 0.03% | 0% | 3.73% | 5/25/2023 |
 Nu (NU) | 0.02% | 0% | 6.07% | 9/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Micron (MU) | 7.94% | 11.34% |
| Raytheon (RTX) | 10.23% | 9.92% |
| Salesforce (CRM) | 10.23% | 9.89% |
| Citi (C) | 10.23% | 9.89% |
| HSBC (HSBC) | 10.23% | 9.88% |
| RBC (RY) | 10.23% | 9.87% |
| Lam Research (LRCX) | 10.23% | 9.83% |
| Shopify (SHOP) | 10.24% | 9.83% |
| Wells Fargo (WFC) | 10.23% | 9.82% |
| AppLovin (APP) | 10.22% | 9.74% |
Cash & Instruments Over Time
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