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Portfolio Diversification
Range
Most Diversified
15 instruments
April 1, 2023
Least Diversified
0 instruments
October 20, 2025
Average
12 instruments
Most Consistent Holdings
Top 5
NVDA60.64%
AAPL56.16%
TSLA54.22%
GOOG51.87%
ASML48.39%
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) | 7.01% | 0% | 60.64% | 11/28/2025 |
| Tesla (TSLA) | 5.52% | 0% | 54.22% | 10/31/2025 |
| Apple (AAPL) | 5.08% | 0% | 56.16% | 10/31/2025 |
| Alphabet (GOOG) | 4.5% | 0% | 51.87% | 11/29/2024 |
 AMD (AMD) | 4.47% | 0% | 46.45% | 11/28/2025 |
 Microsoft (MSFT) | 4.08% | 0% | 41.83% | 6/30/2025 |
 Meta (META) | 3.97% | 0% | 45.52% | 7/31/2025 |
 Eli Lilly (LLY) | 3.91% | 0% | 46.45% | 12/31/2025 |
 Amazon (AMZN) | 3.81% | 0% | 44.78% | 2/28/2025 |
 Shopify (SHOP) | 3.52% | 0% | 42.64% | 1/30/2026 |
| ASML (ASML) | 3.21% | 0% | 48.39% | 2/27/2026 |
 Adobe (ADBE) | 2.96% | 0% | 37.75% | 3/15/2024 |
 UnitedHealth (UNH) | 2.49% | 0% | 29.65% | 10/31/2025 |
 Alibaba (BABA) | 2.44% | 0% | 28.18% | 2/27/2026 |
 TSMC (TSM) | 2.36% | 0% | 35.07% | 2/27/2026 |
 ExxonMobil (XOM) | 2.22% | 0% | 24.03% | 2/27/2026 |
 Thermo Fisher (TMO) | 1.93% | 0% | 30.19% | 10/31/2024 |
 Johnson & Johnson (JNJ) | 1.79% | 0% | 23.56% | 2/27/2026 |
 Coca-Cola (KO) | 1.78% | 10.22% | 18.67% | - |
 Merck (MRK) | 1.75% | 0% | 20.15% | 12/31/2025 |
 AbbVie (ABBV) | 1.59% | 0% | 23.23% | 9/30/2025 |
 Netflix (NFLX) | 1.54% | 0% | 21.95% | 7/31/2025 |
 Broadcom (AVGO) | 1.41% | 0% | 11.91% | 12/31/2025 |
 Alphabet (GOOGL) | 1.41% | 0% | 13.86% | 12/31/2025 |
 Pfizer (PFE) | 1.26% | 0% | 14.06% | 1/18/2023 |
 AstraZeneca (AZN) | 1.21% | 0% | 14.39% | 12/31/2025 |
 Invesco QQQ (QQQ) | 1.11% | 0% | 8.3% | 9/29/2023 |
 Home Depot (HD) | 1.1% | 0% | 12.18% | 9/30/2025 |
 Palantir (PLTR) | 1.07% | 0% | 15.26% | 11/28/2025 |
 SAP (SAP) | 1.06% | 0% | 9.97% | 6/30/2025 |
 Micron (MU) | 1.05% | 0% | 9.24% | 2/27/2026 |
 Vistra (VST) | 0.99% | 0% | 16.27% | 12/31/2024 |
 Novo-Nordisk (NVO) | 0.96% | 0% | 13.25% | 9/30/2024 |
 Toyota (TM) | 0.78% | 0% | 10.91% | 5/30/2025 |
 Caterpillar (CAT) | 0.77% | 9.42% | 7.97% | - |
 Wells Fargo (WFC) | 0.73% | 0% | 9.97% | 1/30/2026 |
 Qualcomm (QCOM) | 0.65% | 0% | 10.17% | 10/31/2024 |
 Novartis (NVS) | 0.65% | 10.14% | 6.69% | - |
 Lam Research (LRCX) | 0.64% | 0% | 5.49% | 2/27/2026 |
 Philip Morris (PM) | 0.63% | 0% | 6.02% | 6/30/2025 |
 Walmart (WMT) | 0.59% | 0% | 6.29% | 12/31/2025 |
 Costco (COST) | 0.58% | 0% | 15.6% | 5/30/2025 |
 GE (GE) | 0.54% | 0% | 7.9% | 8/29/2025 |
 Berkshire Hathaway (BRK.B) | 0.49% | 0% | 12.18% | 12/31/2025 |
 T-Mobile (TMUS) | 0.48% | 0% | 7.63% | 3/31/2025 |
 Verizon (VZ) | 0.43% | 11% | 4.55% | - |
 HSBC (HSBC) | 0.42% | 0% | 4.08% | 1/30/2026 |
 BlackStone (BX) | 0.41% | 0% | 6.02% | 8/29/2025 |
 Oracle (ORCL) | 0.4% | 0% | 4.02% | 8/29/2025 |
 Raytheon (RTX) | 0.38% | 0% | 3.95% | 1/30/2026 |
 Bank of America (BAC) | 0.36% | 0% | 6.16% | 1/31/2025 |
 Shell (SHEL) | 0.36% | 0% | 4.02% | 4/30/2025 |
 Chevron (CVX) | 0.35% | 0% | 4.02% | 4/30/2025 |
 Disney (DIS) | 0.33% | 0% | 4.15% | 12/31/2024 |
 Block Inc. (XYZ) | 0.32% | 0% | 4.15% | 3/23/2023 |
 Salesforce (CRM) | 0.32% | 0% | 4.42% | 1/30/2026 |
 IBM (IBM) | 0.31% | 0% | 4.08% | 7/31/2025 |
 Applied Materials (AMAT) | 0.22% | 8.91% | 2.41% | - |
 AppLovin (APP) | 0.21% | 0% | 2.48% | 1/30/2026 |
 American Express (AXP) | 0.2% | 0% | 2.14% | 9/30/2025 |
 Goldman Sachs (GS) | 0.19% | 0% | 2.07% | 7/31/2025 |
 AT&T (T) | 0.19% | 0% | 2.01% | 4/30/2025 |
 Citi (C) | 0.19% | 0% | 2.01% | 1/30/2026 |
 Intuit (INTU) | 0.19% | 0% | 2.07% | 6/30/2025 |
 RBC (RY) | 0.19% | 0% | 2.01% | 1/30/2026 |
 ServiceNow (NOW) | 0.19% | 0% | 2.14% | 12/31/2024 |
 Amer Sports Inc (AS) | 0.18% | 0% | 8.17% | 3/31/2025 |
 JPMorgan (JPM) | 0.18% | 0% | 2.01% | 6/30/2022 |
 Mitsubishi UFJ (MUFG) | 0.17% | 0% | 1.87% | 2/27/2026 |
 Arista (ANET) | 0.14% | 0% | 1.61% | 11/28/2025 |
 Robinhood Markets Inc. (HOOD) | 0.06% | 0% | 1.87% | 2/28/2025 |
 GE Vernova (GEV) | 0.05% | 9.85% | 0.54% | - |
 Abbott (ABT) | 0.05% | 10.2% | 0.54% | - |
 Procter & Gamble (PG) | 0.05% | 10.01% | 0.54% | - |
 Reddit Inc (RDDT) | 0.05% | 0% | 1.87% | 2/28/2025 |
 BHP (BHP) | 0.05% | 9.48% | 0.54% | - |
 United Airlines (UAL) | 0.04% | 0% | 2.14% | 12/31/2024 |
 SoFi (SOFI) | 0.04% | 0% | 2.14% | 12/31/2024 |
 XP (XP) | 0.03% | 0% | 5.89% | 9/29/2023 |
 Sea (SE) | 0.03% | 0% | 3.61% | 5/25/2023 |
 Royal Caribbean (RCL) | 0.02% | 0% | 5.89% | 9/29/2023 |
 Warner Bros Discovery (WBD) | 0.02% | 0% | 3.61% | 5/25/2023 |
 Nu (NU) | 0.02% | 0% | 5.89% | 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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