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Portfolio Diversification
Range
Most Diversified
15 instruments
April 1, 2023
Least Diversified
0 instruments
October 20, 2025
Average
11.7 instruments
Most Consistent Holdings
Top 5
NVDA54.35%
AAPL52.13%
TSLA48.59%
AMD47.99%
GOOG46.49%
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) | 6.29% | 0% | 54.35% | 11/28/2025 |
| AMD (AMD) | 4.98% | 0% | 47.99% | 7/31/2026 |
| Tesla (TSLA) | 4.95% | 0% | 48.59% | 10/31/2025 |
| Apple (AAPL) | 4.7% | 0% | 52.13% | 6/30/2026 |
| Alphabet (GOOG) | 4.03% | 0% | 46.49% | 11/29/2024 |
 Microsoft (MSFT) | 3.82% | 10.1% | 39.11% | - |
 Amazon (AMZN) | 3.8% | 0% | 43.55% | 5/29/2026 |
 Meta (META) | 3.56% | 0% | 40.79% | 7/31/2025 |
 Eli Lilly (LLY) | 3.5% | 0% | 41.63% | 12/31/2025 |
 Shopify (SHOP) | 3.16% | 0% | 38.21% | 1/30/2026 |
 ASML (ASML) | 2.87% | 0% | 43.37% | 2/27/2026 |
 Adobe (ADBE) | 2.65% | 0% | 33.83% | 3/15/2024 |
 UnitedHealth (UNH) | 2.37% | 0% | 28.19% | 5/29/2026 |
 Alibaba (BABA) | 2.19% | 0% | 25.25% | 2/27/2026 |
 TSMC (TSM) | 2.11% | 0% | 31.43% | 2/27/2026 |
 ExxonMobil (XOM) | 1.99% | 0% | 21.54% | 2/27/2026 |
 Johnson & Johnson (JNJ) | 1.76% | 0% | 22.8% | 4/30/2026 |
 Coca-Cola (KO) | 1.74% | 0% | 18.18% | 3/31/2026 |
 Thermo Fisher (TMO) | 1.73% | 0% | 27.05% | 10/31/2024 |
 Merck (MRK) | 1.73% | 0% | 19.74% | 4/30/2026 |
 AbbVie (ABBV) | 1.56% | 0% | 22.08% | 7/31/2026 |
 Broadcom (AVGO) | 1.54% | 0% | 13.68% | 7/31/2026 |
 Micron (MU) | 1.47% | 0% | 12.3% | 7/8/2026 |
 Alphabet (GOOGL) | 1.41% | 0% | 14.16% | 5/29/2026 |
 Netflix (NFLX) | 1.38% | 0% | 19.68% | 7/31/2025 |
 Pfizer (PFE) | 1.13% | 0% | 12.6% | 1/18/2023 |
 SAP (SAP) | 1.12% | 10.94% | 10.56% | - |
 AstraZeneca (AZN) | 1.08% | 0% | 12.9% | 12/31/2025 |
 Caterpillar (CAT) | 1.01% | 0% | 10.74% | 7/8/2026 |
 Invesco QQQ (QQQ) | 0.99% | 0% | 7.44% | 9/29/2023 |
 Home Depot (HD) | 0.99% | 0% | 10.92% | 9/30/2025 |
 Palantir (PLTR) | 0.96% | 0% | 13.68% | 11/28/2025 |
 Vistra (VST) | 0.89% | 0% | 14.58% | 12/31/2024 |
 Novo-Nordisk (NVO) | 0.86% | 0% | 11.88% | 9/30/2024 |
 Toyota (TM) | 0.85% | 9.53% | 11.4% | - |
 Lam Research (LRCX) | 0.79% | 0% | 7.2% | 7/8/2026 |
 Novartis (NVS) | 0.72% | 0% | 7.44% | 3/31/2026 |
 Philip Morris (PM) | 0.72% | 9.35% | 7.02% | - |
 Verizon (VZ) | 0.71% | 0% | 7.2% | 4/30/2026 |
 Qualcomm (QCOM) | 0.7% | 0% | 10.38% | 7/31/2026 |
 HSBC (HSBC) | 0.68% | 10.6% | 6.54% | - |
 Costco (COST) | 0.68% | 0% | 15.66% | 4/30/2026 |
 Wells Fargo (WFC) | 0.66% | 0% | 8.94% | 1/30/2026 |
 Shell (SHEL) | 0.63% | 9.38% | 6.9% | - |
 Berkshire Hathaway (BRK.B) | 0.6% | 0% | 12.6% | 4/30/2026 |
 T-Mobile (TMUS) | 0.58% | 0% | 8.52% | 4/30/2026 |
 Walmart (WMT) | 0.53% | 0% | 5.64% | 12/31/2025 |
 Raytheon (RTX) | 0.49% | 9.3% | 5.16% | - |
 GE (GE) | 0.49% | 0% | 7.08% | 8/29/2025 |
 Chevron (CVX.US) | 0.47% | 9.69% | 5.22% | - |
 Mitsubishi UFJ (MUFG) | 0.46% | 10.63% | 4.56% | - |
 Bank of America (BAC) | 0.46% | 0% | 6.78% | 7/31/2026 |
 GE Vernova (GEV) | 0.38% | 0% | 4.02% | 7/8/2026 |
 ARM (ARM) | 0.38% | 0% | 3.42% | 6/30/2026 |
 Applied Materials (AMAT) | 0.37% | 0% | 4.08% | 7/8/2026 |
 BlackStone (BX) | 0.37% | 0% | 5.4% | 8/29/2025 |
 Oracle (ORCL) | 0.36% | 0% | 3.6% | 8/29/2025 |
 BHP (BHP) | 0.33% | 0% | 3.66% | 6/30/2026 |
 AT&T (T.US) | 0.33% | 0% | 3.48% | 4/30/2026 |
 Goldman Sachs (GS) | 0.3% | 0% | 3.12% | 7/31/2026 |
 Disney (DIS) | 0.29% | 0% | 3.72% | 12/31/2024 |
 Block Inc. (XYZ) | 0.29% | 0% | 3.72% | 3/23/2023 |
 Salesforce (CRM) | 0.29% | 0% | 3.96% | 1/30/2026 |
 IBM (IBM) | 0.28% | 0% | 3.66% | 7/31/2025 |
 Arista (ANET) | 0.26% | 0% | 3.18% | 5/29/2026 |
 Sandisk Corp/DE (SNDK) | 0.22% | 0% | 2.28% | 7/8/2026 |
 Palo Alto Networks (PANW) | 0.21% | 0% | 2.22% | 7/8/2026 |
 Seagate (STX.US) | 0.2% | 0% | 2.22% | 7/8/2026 |
 Abbott (ABT.US) | 0.19% | 0% | 1.92% | 3/31/2026 |
 Procter & Gamble (PG) | 0.19% | 0% | 1.92% | 3/31/2026 |
 AppLovin (APP) | 0.19% | 0% | 2.22% | 1/30/2026 |
 American Express (AXP) | 0.18% | 0% | 1.92% | 9/30/2025 |
 Citi (C) | 0.17% | 0% | 1.8% | 1/30/2026 |
 Intuit (INTU) | 0.17% | 0% | 1.86% | 6/30/2025 |
 RBC (RY) | 0.17% | 0% | 1.8% | 1/30/2026 |
 ServiceNow (NOW) | 0.17% | 0% | 1.92% | 12/31/2024 |
 Amgen (AMGN) | 0.16% | 10.37% | 1.62% | - |
 Amer Sports Inc (AS) | 0.16% | 0% | 7.32% | 3/31/2025 |
 JPMorgan (JPM) | 0.16% | 0% | 1.8% | 6/30/2022 |
 Dell (DELL) | 0.12% | 0% | 1.26% | 7/31/2026 |
 Texas Instruments (TXN) | 0.12% | 0% | 1.26% | 7/31/2026 |
 Robinhood Markets Inc. (HOOD) | 0.05% | 0% | 1.68% | 2/28/2025 |
 Reddit Inc (RDDT) | 0.05% | 0% | 1.68% | 2/28/2025 |
 Amphenol (APH) | 0.05% | 0% | 0.48% | 7/8/2026 |
 Western Digital (WDC) | 0.04% | 0% | 0.48% | 7/8/2026 |
 United Airlines (UAL) | 0.04% | 0% | 1.92% | 12/31/2024 |
 SoFi (SOFI) | 0.04% | 0% | 1.92% | 12/31/2024 |
 XP (XP) | 0.02% | 0% | 5.28% | 9/29/2023 |
 Sea (SE) | 0.02% | 0% | 3.24% | 5/25/2023 |
 Royal Caribbean (RCL) | 0.02% | 0% | 5.28% | 9/29/2023 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 3.24% | 5/25/2023 |
 Nu (NU) | 0.02% | 0% | 5.28% | 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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