Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 7.71% | 14.47% | 67.19% | - |
 Alphabet (GOOG) | 6.5% | 6.63% | 74.78% | - |
 Apple (AAPL) | 5.91% | 7.73% | 66.21% | - |
 Tesla (TSLA) | 5.91% | 11.45% | 60.27% | - |
 AMD (AMD) | 5.68% | 0% | 59.4% | 4/30/2024 |
 Microsoft (MSFT) | 5.27% | 0% | 54.92% | 3/15/2024 |
 Amazon (AMZN) | 4.96% | 0% | 59.4% | 4/30/2024 |
 Eli Lilly (LLY) | 4.85% | 0% | 58.52% | 7/31/2024 |
 Meta (META) | 4.79% | 9.42% | 56.77% | - |
 Shopify (SHOP) | 4.64% | 0% | 56.77% | 4/30/2024 |
 Adobe (ADBE) | 4.3% | 0% | 54.92% | 3/15/2024 |
 ASML (ASML) | 3.75% | 0% | 61.73% | 9/30/2024 |
 Alibaba (BABA) | 3.08% | 0% | 35.35% | 10/31/2024 |
 Thermo Fisher (TMO) | 2.8% | 0% | 43.82% | 10/31/2024 |
 ExxonMobil (XOM) | 2.72% | 0% | 29.31% | 6/28/2024 |
 UnitedHealth (UNH) | 2.7% | 0% | 34.08% | 10/17/2024 |
 Merck (MRK) | 2.25% | 0% | 26.1% | 3/15/2024 |
 TSMC (TSM) | 2.12% | 8.77% | 36.03% | - |
 Pfizer (PFE) | 1.84% | 0% | 20.45% | 1/18/2023 |
 AbbVie (ABBV) | 1.69% | 0% | 27.65% | 4/30/2024 |
 Invesco QQQ (QQQ) | 1.61% | 0% | 12.07% | 9/29/2023 |
 Coca-Cola (KO) | 1.48% | 0% | 17.53% | 1/18/2023 |
 Johnson & Johnson (JNJ) | 1.41% | 0% | 22.4% | 2/5/2024 |
 Novo-Nordisk (NVO) | 1.39% | 0% | 19.28% | 9/30/2024 |
 Home Depot (HD) | 1.31% | 0% | 14.61% | 1/18/2023 |
 Vistra (VST) | 1.15% | 8.49% | 19.86% | - |
 Qualcomm (QCOM) | 0.94% | 0% | 14.7% | 10/31/2024 |
 Toyota (TM) | 0.86% | 0% | 13.05% | 5/31/2024 |
 AstraZeneca (AZN) | 0.84% | 0% | 11.59% | 7/31/2024 |
 Wells Fargo (WFC) | 0.57% | 6.31% | 7.89% | - |
 Costco (COST) | 0.56% | 0% | 19.86% | 7/31/2024 |
 Verizon (VZ) | 0.55% | 0% | 5.84% | 8/1/2022 |
 Netflix (NFLX) | 0.51% | 6.38% | 10.52% | - |
 Block Inc. (SQ) | 0.47% | 0% | 6.04% | 3/23/2023 |
 T-Mobile (TMUS) | 0.29% | 7.91% | 3.6% | - |
 Shell (SHEL) | 0.26% | 0% | 2.92% | 6/30/2022 |
 Chevron (CVX) | 0.26% | 0% | 2.92% | 6/30/2022 |
 GE (GE) | 0.26% | 0% | 5.65% | 6/28/2024 |
 JPMorgan (JPM) | 0.26% | 0% | 2.92% | 6/30/2022 |
 Disney (DIS) | 0.22% | 0% | 2.92% | 5/31/2024 |
 Salesforce (CRM) | 0.21% | 0% | 3.51% | 6/30/2023 |
 IBM (IBM) | 0.18% | 0% | 2.82% | 10/31/2024 |
 Bank of America (BAC) | 0.13% | 6.04% | 2.24% | - |
 BlackStone (BX) | 0.13% | 6.39% | 2.24% | - |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 11.59% | 3/31/2023 |
 XP (XP) | 0.04% | 0% | 8.57% | 9/29/2023 |
 Sea (SE) | 0.04% | 0% | 5.26% | 5/25/2023 |
 Royal Caribbean (RCL) | 0.04% | 0% | 8.57% | 9/29/2023 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 5.26% | 5/25/2023 |
 Nu (NU) | 0.04% | 0% | 8.57% | 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% |