Portfolio Diversification
Range
Most Diversified
14 instruments
April 3, 2024
Least Diversified
0 instruments
November 13, 2022
Average
9.5 instruments
Most Consistent Holdings
Top 5
META99.77%
GOOG98.48%
MSFT98.48%
AI.PA98.48%
GSAT98.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 13, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 43.02% | 27.79% | 99.77% | - |
 NVIDIA (NVDA) | 10.84% | 16.97% | 78.6% | - |
| Microsoft (MSFT) | 10.81% | 4.18% | 98.48% | - |
| Alphabet (GOOG) | 7.17% | 5.37% | 98.48% | - |
 Amazon (AMZN) | 4.85% | 7.02% | 78.6% | - |
 SPDR S&P 500 ETF (SPY) | 4.7% | 10.1% | 47.37% | - |
 3M (MMM) | 3.6% | 9.06% | 47.37% | - |
 Apple (AAPL) | 3% | 6.46% | 47.37% | - |
 TSMC (TSM) | 2.6% | 5.29% | 47.37% | - |
| Air Liquide (AI.PA) | 2.54% | 0.37% | 98.48% | - |
 Coca-Cola (KO) | 2.01% | 3.77% | 52.4% | - |
| Globalstar (GSAT) | 1.53% | 0.19% | 98.48% | - |
 Danaos (DAC) | 1.44% | 0% | 25.61% | 8/16/2024 |
 Realty Income (O) | 0.75% | 3% | 26.08% | - |
 Solventum (SOLV) | 0.02% | 0% | 1.52% | 4/15/2024 |
 Cardano (ADA) | 0.01% | 0.35% | 2.34% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 19.85% | 26.23% |
| NVIDIA (NVDA) | 12.12% | 19.47% |
| SPDR S&P 500 ETF (SPY) | 13.66% | 9.87% |
| 3M (MMM) | 8.45% | 7.46% |
| Amazon (AMZN) | 8.78% | 7.39% |
| Apple (AAPL) | 7.98% | 6.8% |
| Alphabet (GOOG) | 6.83% | 6.07% |
| TSMC (TSM) | 5.98% | 5.78% |
| Microsoft (MSFT) | 5.46% | 4.34% |
| Coca-Cola (KO) | 4.79% | 3.1% |
| Realty Income (O) | 4.84% | 2.64% |
| Air Liquide (AI.PA) | 0.4% | 0.3% |
| Globalstar (GSAT) | 0.4% | 0.27% |