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Portfolio Diversification
Range
Most Diversified
13 instruments
January 2, 2023
Least Diversified
4 instruments
November 22, 2024
Average
7.3 instruments
Most Consistent Holdings
Top 5
SPCE100%
ABBV67.42%
NKE60.99%
AAPL60.12%
O59.08%
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 |
|---|---|---|---|---|
| AbbVie (ABBV) | 21.4% | 0% | 67.42% | 2/25/2025 |
| Nike (NKE) | 18.5% | 44.93% | 60.99% | - |
 Estee Lauder (EL) | 11.82% | 40.17% | 32.58% | - |
| Realty Income (O) | 10.03% | 0% | 59.08% | 11/21/2024 |
| Virgin Galactic (SPCE) | 7.96% | 3.54% | 100% | - |
| Apple (AAPL) | 6.29% | 0% | 60.12% | 2/6/2025 |
 3M (MMM) | 6.12% | 0% | 43.27% | 5/21/2024 |
 AT&T (T) | 6.1% | 0% | 58.47% | 11/14/2024 |
 McDonald's (MCD) | 2.63% | 0% | 49.78% | 8/5/2024 |
 Tesla (TSLA) | 1.85% | 0% | 20.24% | 9/11/2025 |
 Starbucks (SBUX) | 1.56% | 0% | 34.14% | 2/5/2024 |
 Celsius (CELH) | 1.46% | 10.26% | 15.38% | - |
 Lockheed Martin (LMT) | 1.14% | 0% | 34.14% | 2/5/2024 |
 Meta (META) | 0.69% | 0% | 15.2% | 8/26/2025 |
 Visa (V) | 0.56% | 0% | 13.99% | 11/15/2024 |
 Johnson & Johnson (JNJ) | 0.44% | 0% | 11.12% | 5/12/2023 |
 PepsiCo (PEP) | 0.26% | 0% | 6.95% | 4/26/2024 |
 fuboTV (FUBO) | 0.21% | 1.09% | 10.43% | - |
 Palantir (PLTR) | 0.11% | 0% | 8.6% | 4/12/2023 |
 Wallbox (WBX) | 0.1% | 0% | 16.59% | 11/15/2024 |
 AMD (AMD) | 0.02% | 0% | 1.82% | 10/28/2025 |
 SoFi (SOFI) | 0.02% | 0% | 8.6% | 4/12/2023 |
 Kimberly-Clark (KMB) | 0.02% | 0% | 2% | 1/24/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Nike (NKE) | 43.51% | 44.15% |
| Estee Lauder (EL) | 24.57% | 40.13% |
| Celsius (CELH) | 10% | 9.67% |
| Virgin Galactic (SPCE) | 19.12% | 3.97% |
| fuboTV (FUBO) | 2.8% | 2.07% |
Cash & Instruments Over Time
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