Portfolio Diversification
Range
Most Diversified
25 instruments
August 7, 2025
Least Diversified
7 instruments
January 2, 2023
Average
17.2 instruments
Most Consistent Holdings
Top 5
GOOG100%
OXY99.69%
TSLA92.27%
META84.23%
AMZN83.92%
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) | 14.67% | 14.55% | 100% | - |
| Tesla (TSLA) | 11.47% | 0% | 92.27% | 6/24/2025 |
| Meta (META) | 10.11% | 0% | 84.23% | 4/7/2025 |
 Shopify (SHOP) | 6.46% | 0% | 78.76% | 3/21/2025 |
 Apple (AAPL) | 5.82% | 0% | 60.93% | 8/23/2024 |
| Amazon (AMZN) | 5.26% | 0% | 83.92% | 4/4/2025 |
 Realty Income (O) | 4.63% | 5.29% | 66.29% | - |
| Occidental (OXY) | 4.38% | 3.22% | 99.69% | - |
 CVS Health (CVS) | 3.81% | 0% | 80.52% | 3/4/2025 |
 NVIDIA (NVDA) | 3.47% | 5.68% | 83.92% | - |
 Schlumberger (SLB) | 3.3% | 4.14% | 47.11% | - |
 Bristol-Myers Squibb (BMY) | 3.06% | 0% | 38.35% | 3/10/2025 |
 ASML (ASML) | 2.18% | 10.66% | 28.45% | - |
 ExxonMobil (XOM) | 2.11% | 0% | 49.59% | 6/20/2025 |
 Intel (INTC) | 2.05% | 0% | 52.58% | 8/25/2025 |
 Disney (DIS) | 1.71% | 0% | 49.28% | 5/1/2024 |
 Nike (NKE) | 1.63% | 5.63% | 50% | - |
 Microsoft (MSFT) | 1.39% | 0% | 44.74% | 4/5/2024 |
 Dell (DELL) | 1.15% | 5.29% | 20.72% | - |
 Merck (MRK) | 0.93% | 1.8% | 28.76% | - |
 Amgen (AMGN) | 0.86% | 0% | 25.88% | 8/11/2025 |
 AMD (AMD) | 0.86% | 4.37% | 28.66% | - |
 Starbucks (SBUX) | 0.78% | 0% | 14.02% | 12/3/2024 |
 Bayer (BAYN.DE) | 0.54% | 0% | 33.81% | 8/2/2024 |
 Qualcomm (QCOM) | 0.52% | 0% | 29.48% | 4/19/2024 |
 XPeng (XPEV) | 0.51% | 0% | 21.44% | 8/2/2023 |
 Visa (V) | 0.45% | 0% | 21.65% | 4/7/2025 |
 Caterpillar (CAT) | 0.4% | 0% | 12.68% | 6/16/2025 |
 Baidu (BIDU) | 0.4% | 0% | 17.94% | 8/2/2023 |
 Innodata (INOD) | 0.36% | 4.43% | 8.14% | - |
 Antero Midstream (AM) | 0.34% | 0.2% | 21.03% | - |
 Novo-Nordisk (NVO) | 0.32% | 5.19% | 12.89% | - |
 Stellantis (STLAM.MI) | 0.3% | 0% | 14.74% | 10/26/2023 |
 JPMorgan (JPM) | 0.25% | 0% | 31.13% | 2/5/2024 |
 UnitedHealth (UNH) | 0.24% | 8.75% | 3.2% | - |
 Bitcoin (BTC) | 0.22% | 0% | 15.15% | 5/5/2025 |
 KE Holdings (BEKE) | 0.21% | 0% | 13.3% | 5/15/2023 |
 UPS (UPS) | 0.17% | 0% | 20.82% | 1/25/2024 |
 Tscan Therapeutics (TCRX) | 0.16% | 2.2% | 8.04% | - |
 Palantir (PLTR) | 0.15% | 0% | 8.76% | 4/18/2024 |
 American Tower (AMT) | 0.15% | 0% | 10.82% | 5/25/2023 |
 Applied Materials (AMAT) | 0.14% | 4.37% | 3.4% | - |
 Nebius Group NV (NBIS) | 0.13% | 2.14% | 7.73% | - |
 Joby Aviation (JOBY) | 0.13% | 1.36% | 7.73% | - |
 Myomo (MYO) | 0.12% | 0.81% | 8.14% | - |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 7.53% | 7/17/2025 |
 Onto Innovation (ONTO) | 0.1% | 1.43% | 7.73% | - |
 GoldWorldWide | 0.09% | 0% | 5.26% | 8/4/2025 |
 BAE Systems (BA.L) | 0.09% | 2.54% | 3.4% | - |
 Solana (SOL) | 0.09% | 0% | 8.35% | 12/20/2024 |
 Celsius (CELH) | 0.08% | 0% | 4.64% | 4/4/2025 |
 Capri (CPRI) | 0.08% | 0% | 2.99% | 5/1/2024 |
 Nio (NIO) | 0.08% | 0% | 5.67% | 5/29/2024 |
 Constellation Brands (STZ) | 0.06% | 0% | 4.23% | 3/31/2025 |
 BrainChip (BRN.ASX) | 0.06% | 0.93% | 7.73% | - |
 Symbotic (SYM) | 0.06% | 1.74% | 3.4% | - |
 AeroVironment (AVAV) | 0.06% | 1.47% | 3.4% | - |
 TSMC (TSM) | 0.05% | 0% | 5.46% | 4/17/2023 |
 PayPal (PYPL) | 0.03% | 0% | 8.14% | 11/7/2023 |
 American Express (AXP) | 0.03% | 0% | 1.13% | 1/12/2023 |
 Invesco China Technology ETF (CQQQ) | 0.02% | 0% | 2.06% | 1/23/2023 |
 MercadoLibre (MELI) | 0.01% | 0% | 0.62% | 6/23/2025 |
 Rolls-Royce (RR.L) | 0.01% | 0% | 0.62% | 2/14/2023 |
 Alibaba (BABA) | 0% | 0% | 0.52% | 8/22/2023 |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.52% | 4/2/2024 |
 Leonardo (LDO.MI) | 0% | 0% | 0.31% | 3/28/2025 |
 Vertex (VRTX) | 0% | 0% | 0.1% | 1/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shopify (SHOP) | 9.98% | 15.32% |
| Alphabet (GOOG) | 9.56% | 10.28% |
| Tesla (TSLA) | 4.47% | 9.15% |
| Bristol-Myers Squibb (BMY) | 7.53% | 8.13% |
| Schlumberger (SLB) | 10.3% | 7.18% |
| CVS Health (CVS) | 9.63% | 6.15% |
| Realty Income (O) | 7.21% | 5.9% |
| NVIDIA (NVDA) | 5.69% | 5.51% |
| Occidental (OXY) | 6.28% | 4.62% |
| Meta (META) | 1.51% | 4.42% |
| Amazon (AMZN) | 3.49% | 4.32% |
| ExxonMobil (XOM) | 5.15% | 4.14% |
| Amgen (AMGN) | 3.83% | 3.04% |
| Intel (INTC) | 4.51% | 2.8% |
| Merck (MRK) | 3.32% | 2.77% |
| Nike (NKE) | 3.18% | 2.41% |
| Visa (V) | 2.25% | 2.21% |
| AMD (AMD) | 1.16% | 0.84% |
| ASML (ASML) | 0.96% | 0.8% |