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Portfolio Diversification
Range
Most Diversified
15 instruments
April 1, 2023
Least Diversified
0 instruments
October 20, 2025
Average
11.8 instruments
Most Consistent Holdings
Top 5
NVDA56.55%
AAPL53.81%
TSLA50.56%
GOOG48.38%
AMD48.19%
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) | 6.54% | 0% | 56.55% | 11/28/2025 |
| Tesla (TSLA) | 5.15% | 0% | 50.56% | 10/31/2025 |
| AMD (AMD) | 4.98% | 18.23% | 48.19% | - |
| Apple (AAPL) | 4.86% | 7.4% | 53.81% | - |
| Alphabet (GOOG) | 4.19% | 0% | 48.38% | 11/29/2024 |
 Amazon (AMZN) | 3.96% | 0% | 45.32% | 5/29/2026 |
 Microsoft (MSFT) | 3.8% | 0% | 39.01% | 6/30/2025 |
 Meta (META) | 3.7% | 0% | 42.45% | 7/31/2025 |
 Eli Lilly (LLY) | 3.64% | 0% | 43.32% | 12/31/2025 |
 Shopify (SHOP) | 3.29% | 0% | 39.76% | 1/30/2026 |
 ASML (ASML) | 2.99% | 0% | 45.13% | 2/27/2026 |
 Adobe (ADBE) | 2.76% | 0% | 35.21% | 3/15/2024 |
 UnitedHealth (UNH) | 2.47% | 0% | 29.34% | 5/29/2026 |
 Alibaba (BABA) | 2.28% | 0% | 26.28% | 2/27/2026 |
 TSMC (TSM) | 2.2% | 0% | 32.71% | 2/27/2026 |
 ExxonMobil (XOM) | 2.07% | 0% | 22.41% | 2/27/2026 |
 Johnson & Johnson (JNJ) | 1.84% | 0% | 23.72% | 4/30/2026 |
 Coca-Cola (KO) | 1.81% | 0% | 18.91% | 3/31/2026 |
 Thermo Fisher (TMO) | 1.8% | 0% | 28.15% | 10/31/2024 |
 Merck (MRK) | 1.8% | 0% | 20.54% | 4/30/2026 |
 AbbVie (ABBV) | 1.49% | 0% | 21.66% | 9/30/2025 |
 Broadcom (AVGO) | 1.47% | 0% | 12.92% | 5/29/2026 |
 Alphabet (GOOGL) | 1.47% | 0% | 14.73% | 5/29/2026 |
 Netflix (NFLX) | 1.44% | 0% | 20.47% | 7/31/2025 |
 Micron (MU) | 1.4% | 15.6% | 11.86% | - |
 Pfizer (PFE) | 1.18% | 0% | 13.11% | 1/18/2023 |
 AstraZeneca (AZN) | 1.13% | 0% | 13.42% | 12/31/2025 |
 Invesco QQQ (QQQ) | 1.03% | 0% | 7.74% | 9/29/2023 |
 Home Depot (HD) | 1.03% | 0% | 11.36% | 9/30/2025 |
 Caterpillar (CAT) | 1.01% | 0% | 10.67% | 5/29/2026 |
 Palantir (PLTR) | 1% | 0% | 14.23% | 11/28/2025 |
 SAP (SAP) | 0.99% | 0% | 9.3% | 6/30/2025 |
 Vistra (VST) | 0.93% | 0% | 15.17% | 12/31/2024 |
 Novo-Nordisk (NVO) | 0.89% | 0% | 12.36% | 9/30/2024 |
 Novartis (NVS) | 0.75% | 0% | 7.74% | 3/31/2026 |
 Verizon (VZ) | 0.74% | 0% | 7.49% | 4/30/2026 |
 Lam Research (LRCX) | 0.73% | 10.05% | 6.55% | - |
 Toyota (TM) | 0.72% | 0% | 10.17% | 5/30/2025 |
 Costco (COST) | 0.71% | 0% | 16.29% | 4/30/2026 |
 Wells Fargo (WFC) | 0.68% | 0% | 9.3% | 1/30/2026 |
 Berkshire Hathaway (BRK.B) | 0.62% | 0% | 13.11% | 4/30/2026 |
 Qualcomm (QCOM) | 0.61% | 0% | 9.49% | 10/31/2024 |
 T-Mobile (TMUS) | 0.6% | 0% | 8.86% | 4/30/2026 |
 Philip Morris (PM) | 0.59% | 0% | 5.62% | 6/30/2025 |
 Walmart (WMT) | 0.55% | 0% | 5.87% | 12/31/2025 |
 GE (GE) | 0.51% | 0% | 7.37% | 8/29/2025 |
 Shell (SHEL) | 0.5% | 0% | 5.49% | 4/30/2026 |
 HSBC (HSBC) | 0.39% | 0% | 3.81% | 1/30/2026 |
 BlackStone (BX) | 0.38% | 0% | 5.62% | 8/29/2025 |
 Oracle (ORCL) | 0.37% | 0% | 3.75% | 8/29/2025 |
 Raytheon (RTX) | 0.35% | 0% | 3.68% | 1/30/2026 |
 Applied Materials (AMAT) | 0.35% | 0% | 3.75% | 3/31/2026 |
 GE Vernova (GEV) | 0.34% | 0% | 3.68% | 5/29/2026 |
 ARM (ARM) | 0.34% | 12.41% | 3.12% | - |
 Bank of America (BAC) | 0.34% | 0% | 5.74% | 1/31/2025 |
 AT&T (T.US) | 0.34% | 0% | 3.62% | 4/30/2026 |
 Chevron (CVX.US) | 0.33% | 0% | 3.75% | 4/30/2025 |
 BHP (BHP) | 0.31% | 7.62% | 3.37% | - |
 Disney (DIS) | 0.31% | 0% | 3.87% | 12/31/2024 |
 Block Inc. (XYZ) | 0.3% | 0% | 3.87% | 3/23/2023 |
 Salesforce (CRM) | 0.3% | 0% | 4.12% | 1/30/2026 |
 IBM (IBM) | 0.29% | 0% | 3.81% | 7/31/2025 |
 Arista (ANET) | 0.27% | 0% | 3.31% | 5/29/2026 |
 Abbott (ABT.US) | 0.2% | 0% | 2% | 3/31/2026 |
 Procter & Gamble (PG) | 0.19% | 0% | 2% | 3/31/2026 |
 AppLovin (APP) | 0.19% | 0% | 2.31% | 1/30/2026 |
 American Express (AXP) | 0.19% | 0% | 2% | 9/30/2025 |
 Goldman Sachs (GS) | 0.18% | 0% | 1.94% | 7/31/2025 |
 Citi (C) | 0.18% | 0% | 1.87% | 1/30/2026 |
 Intuit (INTU) | 0.18% | 0% | 1.94% | 6/30/2025 |
 RBC (RY) | 0.18% | 0% | 1.87% | 1/30/2026 |
 ServiceNow (NOW) | 0.18% | 0% | 2% | 12/31/2024 |
 Amer Sports Inc (AS) | 0.17% | 0% | 7.62% | 3/31/2025 |
 JPMorgan (JPM) | 0.17% | 0% | 1.87% | 6/30/2022 |
 Mitsubishi UFJ (MUFG) | 0.16% | 0% | 1.75% | 2/27/2026 |
 Sandisk Corp/DE (SNDK) | 0.14% | 10.76% | 1.44% | - |
 Seagate (STX.US) | 0.13% | 9.63% | 1.37% | - |
 Palo Alto Networks (PANW) | 0.12% | 8.29% | 1.37% | - |
 Robinhood Markets Inc. (HOOD) | 0.05% | 0% | 1.75% | 2/28/2025 |
 Reddit Inc (RDDT) | 0.05% | 0% | 1.75% | 2/28/2025 |
 United Airlines (UAL) | 0.04% | 0% | 2% | 12/31/2024 |
 SoFi (SOFI) | 0.04% | 0% | 2% | 12/31/2024 |
 XP (XP) | 0.03% | 0% | 5.49% | 9/29/2023 |
 Sea (SE) | 0.02% | 0% | 3.37% | 5/25/2023 |
 Royal Caribbean (RCL) | 0.02% | 0% | 5.49% | 9/29/2023 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 3.37% | 5/25/2023 |
 Nu (NU) | 0.02% | 0% | 5.49% | 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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