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Portfolio Diversification
Range
Most Diversified
26 instruments
September 25, 2025
Least Diversified
0 instruments
October 20, 2025
Average
17.9 instruments
Most Consistent Holdings
Top 5
OXY92.66%
GOOG89.94%
META81.29%
TSLA73.78%
NVDA69.83%
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) | 12.35% | 0% | 89.94% | 1/7/2026 |
| Tesla (TSLA) | 9.17% | 0% | 73.78% | 6/24/2025 |
| Meta (META) | 8.87% | 11.73% | 81.29% | - |
 Shopify (SHOP) | 5.17% | 0% | 62.98% | 3/21/2025 |
 Apple (AAPL) | 4.66% | 0% | 48.72% | 8/23/2024 |
 Amazon (AMZN) | 4.21% | 0% | 67.11% | 4/4/2025 |
 Realty Income (O) | 3.98% | 0% | 59.03% | 11/20/2025 |
| Occidental (OXY) | 3.79% | 0% | 92.66% | 2/12/2026 |
 ASML (ASML) | 3.57% | 7.52% | 42.54% | - |
 CVS Health (CVS) | 3.05% | 0% | 64.39% | 3/4/2025 |
 Schlumberger (SLB) | 3.03% | 0% | 48.8% | 1/21/2026 |
 AMD (AMD) | 2.97% | 22.2% | 42.7% | - |
| NVIDIA (NVDA) | 2.92% | 0% | 69.83% | 10/10/2025 |
 Bristol-Myers Squibb (BMY) | 2.44% | 0% | 30.67% | 3/10/2025 |
 Nike (NKE) | 2.06% | 0% | 58.86% | 4/27/2026 |
 ExxonMobil (XOM) | 1.69% | 0% | 39.65% | 6/20/2025 |
 Intel (INTC) | 1.64% | 0% | 42.04% | 8/25/2025 |
 Microsoft (MSFT) | 1.64% | 8.88% | 42.54% | - |
 Applied Materials (AMAT) | 1.42% | 7.33% | 22.51% | - |
 Dell (DELL) | 1.4% | 0% | 25.23% | 12/22/2025 |
 Disney (DIS) | 1.37% | 0% | 39.41% | 5/1/2024 |
 Salesforce (CRM) | 1.35% | 7.19% | 18.8% | - |
 Nebius Group NV (NBIS) | 1.3% | 16.12% | 20.69% | - |
 UnitedHealth (UNH) | 1.14% | 0% | 14.84% | 2/4/2026 |
 Innodata (INOD) | 1.12% | 5.24% | 26.3% | - |
 Adobe (ADBE) | 1.04% | 5.23% | 18.8% | - |
 PayPal (PYPL) | 0.88% | 0% | 24.48% | 4/27/2026 |
 Merck (MRK) | 0.83% | 0% | 28.77% | 11/17/2025 |
 Novo-Nordisk (NVO) | 0.78% | 0% | 23.25% | 2/12/2026 |
 Amgen (AMGN) | 0.69% | 0% | 20.69% | 8/11/2025 |
 Starbucks (SBUX) | 0.62% | 0% | 11.21% | 12/3/2024 |
 Symbotic (SYM) | 0.58% | 2.91% | 22.42% | - |
 Joby Aviation (JOBY) | 0.46% | 1.83% | 25.97% | - |
 Bayer (BAYN.DE) | 0.43% | 0% | 27.04% | 8/2/2024 |
 Qualcomm (QCOM) | 0.42% | 0% | 23.58% | 4/19/2024 |
 XPeng (XPEV) | 0.41% | 0% | 17.15% | 8/2/2023 |
 Onto Innovation (ONTO) | 0.4% | 0% | 22.67% | 3/27/2026 |
 Tscan Therapeutics (TCRX) | 0.38% | 0.96% | 26.22% | - |
 Visa (V) | 0.36% | 0% | 17.31% | 4/7/2025 |
 BAE Systems (BA.L) | 0.32% | 0% | 13.69% | 1/20/2026 |
 Caterpillar (CAT) | 0.32% | 0% | 10.14% | 6/16/2025 |
 Baidu (BIDU) | 0.32% | 0% | 14.34% | 8/2/2023 |
 Antero Midstream (AM) | 0.27% | 0% | 17.72% | 9/18/2025 |
 Stellantis (STLAM.MI) | 0.24% | 0% | 11.79% | 10/26/2023 |
 Lockheed Martin (LMT) | 0.23% | 0% | 6.1% | 2/6/2026 |
 Myomo (MYO) | 0.23% | 0.48% | 26.3% | - |
 JPMorgan (JPM) | 0.2% | 0% | 24.9% | 2/5/2024 |
 Bitcoin (BTC) | 0.18% | 0% | 12.12% | 5/5/2025 |
 KE Holdings (BEKE) | 0.17% | 0% | 10.63% | 5/15/2023 |
 AeroVironment (AVAV) | 0.16% | 0% | 8.99% | 11/24/2025 |
 UPS (UPS) | 0.14% | 0% | 16.65% | 1/25/2024 |
 Palantir (PLTR) | 0.12% | 0% | 7.01% | 4/18/2024 |
 American Tower (AMT) | 0.12% | 0% | 8.66% | 5/25/2023 |
 Solana (SOL) | 0.11% | 0% | 10.14% | 3/20/2026 |
 Ethereum (ETH) | 0.11% | 0% | 3.46% | 3/20/2026 |
 Netflix (NFLX) | 0.1% | 0% | 2.8% | 2/24/2026 |
 MercadoLibre (MELI) | 0.09% | 0% | 2.97% | 1/21/2026 |
 Johnson & Johnson (JNJ) | 0.09% | 0% | 6.02% | 7/17/2025 |
 GoldWorldWide | 0.07% | 0% | 4.2% | 8/4/2025 |
 Celsius (CELH) | 0.06% | 0% | 3.71% | 4/4/2025 |
 PepsiCo (PEP) | 0.06% | 0% | 2.14% | 10/14/2025 |
 Capri (CPRI) | 0.06% | 0% | 2.39% | 5/1/2024 |
 Nio (NIO) | 0.06% | 0% | 4.53% | 5/29/2024 |
 BrainChip (BRN.ASX) | 0.06% | 0% | 7.17% | 9/19/2025 |
 Constellation Brands (STZ) | 0.05% | 0% | 3.38% | 3/31/2025 |
 TSMC (TSM) | 0.04% | 0% | 4.37% | 4/17/2023 |
 American Express (AXP) | 0.02% | 0% | 0.91% | 1/12/2023 |
 Invesco China Technology ETF (CQQQ) | 0.01% | 0% | 1.65% | 1/23/2023 |
 Klarna Group plc (KLAR) | 0.01% | 0% | 0.66% | 11/18/2025 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.49% | 2/14/2023 |
 Alibaba (BABA) | 0% | 0% | 0.41% | 8/22/2023 |
 iShares MSCI India ETF (INDA) | 0% | 0% | 0.41% | 4/2/2024 |
 Leonardo (LDO.MI) | 0% | 0% | 0.25% | 3/28/2025 |
 Albemarle (ALB) | 0% | 0% | 0.08% | 9/25/2025 |
 Vertex (VRTX) | 0% | 0% | 0.08% | 1/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 8.47% | 10.77% |
| UnitedHealth (UNH) | 6.12% | 7.34% |
| ASML (ASML) | 5.12% | 6.95% |
| Alphabet (GOOG) | 3.63% | 6.43% |
| Salesforce (CRM) | 6.4% | 6.28% |
| Applied Materials (AMAT) | 4.68% | 6.02% |
| Nike (NKE) | 6.64% | 5.85% |
| Adobe (ADBE) | 6.05% | 5.44% |
| PayPal (PYPL) | 6.15% | 4.83% |
| Lockheed Martin (LMT) | 4.25% | 4.02% |
| Schlumberger (SLB) | 4.97% | 3.62% |
| Innodata (INOD) | 3.84% | 3.6% |
| Nebius Group NV (NBIS) | 3.81% | 3.43% |
| Symbotic (SYM) | 3.4% | 3.29% |
| MercadoLibre (MELI) | 3.37% | 3.06% |
| Occidental (OXY) | 3.33% | 2.14% |
| BAE Systems (BA.L) | 2.55% | 2.13% |
| Onto Innovation (ONTO) | 1.28% | 1.89% |
| Meta (META) | 1.79% | 1.79% |
| Joby Aviation (JOBY) | 1.61% | 1.78% |
| Novo-Nordisk (NVO) | 2.21% | 1.53% |
| Tscan Therapeutics (TCRX) | 1.67% | 1.01% |
| Myomo (MYO) | 1.85% | 0.67% |
Cash & Instruments Over Time
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