Portfolio Diversification
Range
Most Diversified
50 instruments
February 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
42.4 instruments
Most Consistent Holdings
Top 5
AMZN99.93%
INTC99.93%
MMM99.93%
T99.93%
TSLA99.93%
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 |
|---|---|---|---|---|
| Tesla (TSLA) | 5.91% | 4.18% | 99.93% | - |
 Invesco QQQ (QQQ) | 5.47% | 8.37% | 99.93% | - |
 Alphabet (GOOGL) | 4.13% | 6.5% | 72.43% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.97% | 3.47% | 99.93% | - |
 Boeing (BA) | 3.91% | 5.71% | 48.29% | - |
| Intel (INTC) | 3.42% | 2.19% | 99.93% | - |
 Norwegian (NAS.OL) | 2.92% | 2.03% | 99.93% | - |
 Apple (AAPL) | 2.66% | 1.36% | 94.97% | - |
 Warner Bros Discovery (WBD) | 2.63% | 4% | 92.56% | - |
 Micron (MU) | 2.62% | 4.14% | 99.93% | - |
 Vanguard Growth ETF (VUG) | 2.49% | 0% | 47.26% | 11/9/2023 |
 Bitcoin (BTC) | 2.38% | 2.34% | 99.93% | - |
 Applied Materials (AMAT) | 2.33% | 0.67% | 94.24% | - |
 PayPal (PYPL) | 2.28% | 0% | 75.86% | 9/24/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.24% | 7.81% | 40.92% | - |
 Citi (C) | 2.23% | 3.2% | 69.8% | - |
 NVIDIA (NVDA) | 2.22% | 4.05% | 68.71% | - |
| Amazon (AMZN) | 2% | 0.74% | 99.93% | - |
 Meta (META) | 1.93% | 1.89% | 88.62% | - |
 Visa (V) | 1.8% | 0.57% | 73.16% | - |
 AMD (AMD) | 1.71% | 1.97% | 92.78% | - |
 Alphabet (GOOG) | 1.52% | 0% | 45.08% | 10/10/2023 |
 Dogecoin (DOGE) | 1.47% | 0% | 78.26% | 1/10/2025 |
 ASML (ASML) | 1.46% | 0.73% | 80.89% | - |
 HSBC (HSBC) | 1.43% | 0% | 50.04% | 9/24/2025 |
 Zoom (ZM) | 1.41% | 0.75% | 99.93% | - |
 Dell (DELL) | 1.36% | 1.44% | 99.93% | - |
 Lam Research (LRCX) | 1.35% | 1.3% | 97.3% | - |
 Qualcomm (QCOM) | 1.21% | 2.06% | 59.52% | - |
 Spotify (SPOT) | 1.21% | 1.08% | 99.93% | - |
 TripAdvisor (TRIP) | 1.2% | 0.41% | 99.93% | - |
 Franklin Resources (BEN) | 1.19% | 2.92% | 66.74% | - |
 Nokia (NOK) | 1.16% | 0.73% | 67.1% | - |
 LVMH (MC.PA) | 1.15% | 1.26% | 53.68% | - |
 Autodesk (ADSK) | 1.11% | 0.35% | 99.93% | - |
 Starbucks (SBUX) | 1.11% | 2.57% | 48.07% | - |
 Lyft (LYFT) | 1.02% | 0% | 45.37% | 2/14/2024 |
| AT&T (T) | 0.95% | 1.99% | 99.93% | - |
 TSMC (TSM) | 0.92% | 0.79% | 32.02% | - |
 State Street (STT) | 0.83% | 0.86% | 60.98% | - |
 Mastercard (MA) | 0.83% | 1.04% | 44.93% | - |
 Dropbox (DBX) | 0.81% | 1.2% | 45.44% | - |
 Baidu (BIDU) | 0.8% | 0.62% | 46.54% | - |
 HP (HPQ) | 0.79% | 1.13% | 44.49% | - |
| 3M (MMM) | 0.7% | 0.53% | 99.93% | - |
 Snapchat (SNAP) | 0.69% | 0.22% | 99.93% | - |
 Adobe (ADBE) | 0.63% | 0.25% | 99.93% | - |
 Microsoft (MSFT) | 0.57% | 0% | 43.03% | 9/11/2023 |
 Costco (COST) | 0.56% | 0% | 31% | 10/11/2023 |
 ANSYS (ANSS) | 0.56% | 0% | 92.27% | 7/22/2025 |
 Disney (DIS) | 0.55% | 0% | 55% | 2/23/2024 |
 IBM (IBM) | 0.5% | 0.55% | 19.4% | - |
 Texas Instruments (TXN) | 0.45% | 0% | 96.94% | 9/24/2025 |
 Shopify (SHOP) | 0.38% | 1.51% | 23.34% | - |
 Analog Devices (ADI) | 0.36% | 0% | 9.56% | 5/15/2024 |
 Vanguard Total Stock Market ETF (VTI) | 0.36% | 3.05% | 18.67% | - |
 Ethereum (ETH) | 0.32% | 0% | 8.32% | 4/25/2022 |
 Netflix (NFLX) | 0.32% | 0% | 62.87% | 6/12/2024 |
 HSBC (HSBA.L) | 0.3% | 0.52% | 11.67% | - |
 Johnson & Johnson (JNJ) | 0.29% | 0% | 34.06% | 9/24/2025 |
 Asensus (ASXC) | 0.2% | 0% | 27.28% | 2/2/2023 |
 Walmart (WMT) | 0.11% | 0% | 8.83% | 10/4/2022 |
 Western Digital (WDC) | 0.11% | 0% | 10.65% | 5/27/2022 |
 Uber (UBER) | 0.1% | 0% | 10.28% | 10/4/2022 |
 Pinterest (PINS) | 0.09% | 0% | 4.52% | 10/4/2022 |
 Twitter (TWTR) | 0.08% | 0% | 19.4% | 10/6/2022 |
 Cronos (CRO) | 0.08% | 0% | 4.08% | 1/17/2023 |
 Procter & Gamble (PG) | 0.07% | 0% | 6.71% | 4/9/2025 |
 Bank of America (BAC) | 0.06% | 0% | 1.6% | 11/14/2023 |
 Broadcom (AVGO) | 0.05% | 0% | 5.03% | 3/4/2025 |
 Adidas (ADS.DE) | 0.01% | 0% | 0.51% | 11/4/2022 |
 Carbon Emissions (Expiring Future) (Carbon.FUT) | 0.01% | 0% | 0.88% | 8/30/2022 |
 Supermicro (SMCI) | 0.01% | 0.25% | 1.9% | - |
 Garmin (GRMN) | 0% | 0.89% | 0.44% | - |
 Solventum (SOLV) | 0% | 0% | 5.11% | 6/12/2024 |
 Cisco (CSCO) | 0% | 0% | 0.58% | 6/13/2024 |
 Novo Nordisk (NOVO-B.CO) | 0% | 0.46% | 0.36% | - |
 Coca-Cola Europacific (CCEP) | 0% | 0.7% | 0.07% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 11.04% | 8.63% |
| Tesla (TSLA) | 3.47% | 7.08% |
| Alphabet (GOOGL) | 3.97% | 5.78% |
| PayPal (PYPL) | 5.19% | 5.59% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 6.49% | 4.49% |
| Warner Bros Discovery (WBD) | 4.36% | 3.88% |
| Bitcoin (BTC) | 2.07% | 3.56% |
| Citi (C) | 2.21% | 3.33% |
| HSBC (HSBC) | 2.6% | 3.31% |
| Invesco QQQ (QQQ) | 2.18% | 3.2% |
| Dogecoin (DOGE) | 1.24% | 2.51% |
| Starbucks (SBUX) | 2.6% | 2.49% |
| Dropbox (DBX) | 1.95% | 2.28% |
| Micron (MU) | 2.14% | 2.26% |
| Intel (INTC) | 5.02% | 2.1% |
| Norwegian (NAS.OL) | 2.86% | 2.06% |
| Spotify (SPOT) | 1.3% | 2.03% |
| Dell (DELL) | 1.42% | 1.92% |
| Mastercard (MA) | 1.62% | 1.91% |
| HP (HPQ) | 1.62% | 1.82% |
| Qualcomm (QCOM) | 1.62% | 1.81% |
| Franklin Resources (BEN) | 2.01% | 1.79% |
| LVMH (MC.PA) | 1.92% | 1.75% |
| Apple (AAPL) | 1.3% | 1.69% |
| Nokia (NOK) | 1.24% | 1.65% |
| NVIDIA (NVDA) | 1.3% | 1.64% |
| Baidu (BIDU) | 1.95% | 1.52% |
| Shopify (SHOP) | 1.62% | 1.51% |
| Amazon (AMZN) | 1.1% | 1.38% |
| State Street (STT) | 0.97% | 1.33% |
| Autodesk (ADSK) | 1.3% | 1.26% |
| AMD (AMD) | 1.38% | 1.22% |
| ASML (ASML) | 1.28% | 1.19% |
| Lam Research (LRCX) | 1.14% | 1.17% |
| Zoom (ZM) | 4.22% | 1.13% |
| Meta (META) | 1.04% | 1.13% |
| Applied Materials (AMAT) | 0.89% | 1.02% |
| Johnson & Johnson (JNJ) | 0.95% | 0.91% |
| AT&T (T) | 1.14% | 0.81% |
| TripAdvisor (TRIP) | 2.22% | 0.77% |
| Visa (V) | 0.63% | 0.71% |
| 3M (MMM) | 0.78% | 0.56% |
| ANSYS (ANSS) | 0.56% | 0.53% |
| Adobe (ADBE) | 0.65% | 0.45% |
| Snapchat (SNAP) | 1.01% | 0.4% |
| Texas Instruments (TXN) | 0.39% | 0.37% |