Portfolio Diversification
Range
Most Diversified
10 instruments
January 14, 2023
Least Diversified
0 instruments
April 26, 2022
Average
8 instruments
Most Consistent Holdings
Top 5
AAPL92.23%
AMZN90.48%
MSFT84.38%
GOOGL84.38%
META84.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 26, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 14.61% | 0% | 84.29% | 8/6/2025 |
| Microsoft (MSFT) | 13.64% | 0% | 84.38% | 8/6/2025 |
| Amazon (AMZN) | 13.37% | 0% | 90.48% | 8/6/2025 |
| Alphabet (GOOGL) | 10.49% | 0% | 84.38% | 8/6/2025 |
| Apple (AAPL) | 10.25% | 0% | 92.23% | 8/6/2025 |
 NVIDIA (NVDA) | 9.91% | 0% | 49.46% | 6/13/2024 |
 Tesla (TSLA) | 8.02% | 0% | 78.03% | 8/6/2025 |
 GrafTech (EAF) | 2.88% | 0% | 84.29% | 8/6/2025 |
 Kinder Morgan (KMI) | 2.04% | 0% | 77.28% | 8/6/2025 |
 Nio (NIO) | 1.14% | 0% | 78.03% | 8/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 10.64% | 22.26% |
| Amazon (AMZN) | 16.72% | 16.67% |
| Microsoft (MSFT) | 18.58% | 16.04% |
| Tesla (TSLA) | 8.95% | 15.36% |
| Alphabet (GOOGL) | 15.53% | 14.4% |
| Apple (AAPL) | 11.44% | 9.52% |
| Kinder Morgan (KMI) | 4.62% | 3.12% |
| GrafTech (EAF) | 8.76% | 1.64% |
| Nio (NIO) | 4.43% | 0.83% |