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Portfolio Diversification
Range
Most Diversified
31 instruments
July 6, 2024
Least Diversified
0 instruments
April 4, 2026
Average
18.1 instruments
Most Consistent Holdings
Top 5
GOOG99.83%
AMZN99.83%
QCOM99.83%
META87.12%
TSLA68.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 10.35% | 18.59% | 99.83% | - |
| Amazon (AMZN) | 9.76% | 15.61% | 99.83% | - |
| Tesla (TSLA) | 9.25% | 16.75% | 68.65% | - |
 NVIDIA (NVDA) | 8.34% | 19.18% | 56.35% | - |
| Meta (META) | 8.25% | 11.48% | 87.12% | - |
| Qualcomm (QCOM) | 7.25% | 9.02% | 99.83% | - |
 Microsoft (MSFT) | 5.54% | 8.78% | 56.77% | - |
 PayPal (PYPL) | 2.79% | 0% | 49.83% | 8/28/2024 |
 Alibaba (BABA) | 2.3% | 0% | 49.83% | 8/28/2024 |
 ASML (ASML) | 2.23% | 0% | 53.18% | 10/7/2024 |
 3M (MMM) | 2.22% | 0% | 53.18% | 10/7/2024 |
 JPMorgan (JPM) | 2.15% | 0% | 53.18% | 10/7/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.07% | 0% | 41.97% | 10/7/2024 |
 Adobe (ADBE) | 2% | 0% | 53.18% | 10/7/2024 |
 Booking (BKNG) | 1.84% | 0% | 53.18% | 10/7/2024 |
 Royal Caribbean (RCL) | 1.75% | 0% | 53.18% | 10/7/2024 |
 McDonald's (MCD) | 1.61% | 0% | 30.77% | 10/7/2024 |
 Bank of America (BAC) | 1.6% | 0% | 47.24% | 10/7/2024 |
 United Airlines (UAL) | 1.32% | 0% | 53.18% | 10/7/2024 |
 FedEx (FDX) | 1.27% | 0% | 17.47% | 8/1/2023 |
 Intuitive Surgical (ISRG) | 1.06% | 0% | 32.36% | 4/16/2024 |
 TSMC (TSM) | 1.06% | 0% | 25.92% | 7/18/2024 |
 Travelers (TRV) | 0.92% | 0% | 29.01% | 10/7/2024 |
 Disney (DIS) | 0.85% | 0% | 49.83% | 8/28/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.82% | 0% | 21.24% | 8/20/2024 |
 Alibaba (9988.HK) | 0.71% | 0% | 49.92% | 8/29/2024 |
 Roku (ROKU) | 0.62% | 0% | 49.83% | 8/28/2024 |
 Teladoc (TDOC) | 0.6% | 0% | 53.18% | 10/7/2024 |
 Block Inc. (XYZ) | 0.43% | 0% | 53.18% | 10/7/2024 |
 Lam Research (LRCX) | 0.4% | 0% | 17.14% | 7/28/2023 |
 UiPath (PATH) | 0.38% | 0% | 53.18% | 10/7/2024 |
 D.R. Horton (DHI) | 0.38% | 0% | 11.62% | 10/7/2024 |
 Nano Dimension (NNDM) | 0.26% | 0% | 53.18% | 10/7/2024 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.13% | 0% | 5.02% | 9/25/2023 |
 State Street Real Estate Select Sector SPDR ETF (XLRE) | 0.13% | 0% | 5.1% | 9/26/2023 |
 Ishares Russell 2000 ETF (IWM) | 0.12% | 0% | 2.09% | 10/2/2023 |
 Douyu (DOYU) | 0.09% | 0% | 53.18% | 10/7/2024 |
 Solventum (SOLV) | 0.06% | 0% | 10.37% | 8/5/2024 |
 iShares Semiconductor ETF (SOXX) | 0.05% | 0% | 2.34% | 1/30/2023 |
 AMD (AMD) | 0.04% | 0% | 1.51% | 1/19/2023 |
 Invitae Corp (NVTAQ) | 0.04% | 0% | 33.03% | 2/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 12.41% | 18.89% |
| NVIDIA (NVDA) | 14.18% | 17.46% |
| Alphabet (GOOG) | 14.17% | 17.1% |
| Amazon (AMZN) | 15.87% | 13.93% |
| Meta (META) | 14.18% | 11.09% |
| Qualcomm (QCOM) | 14.18% | 11.01% |
| Microsoft (MSFT) | 14.18% | 10% |
Cash & Instruments Over Time
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