Portfolio Diversification
Range
Most Diversified
14 instruments
April 3, 2024
Least Diversified
0 instruments
November 13, 2022
Average
9.8 instruments
Most Consistent Holdings
Top 5
META99.79%
GOOG98.63%
MSFT97.9%
AI.PA96.42%
GSAT96.32%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 13, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 41.51% | 28.59% | 99.79% | - |
 NVIDIA (NVDA) | 11.76% | 26.21% | 80.76% | - |
| Microsoft (MSFT) | 10.15% | 0% | 97.9% | 7/1/2025 |
| Alphabet (GOOG) | 7.01% | 8.36% | 98.63% | - |
 SPDR S&P 500 ETF (SPY) | 5.21% | 9.28% | 52.68% | - |
 Amazon (AMZN) | 5.04% | 6.69% | 80.76% | - |
 3M (MMM) | 4.1% | 11.12% | 52.68% | - |
 Apple (AAPL) | 3.14% | 0% | 50.37% | 6/16/2025 |
 TSMC (TSM) | 2.89% | 5.95% | 52.68% | - |
| Air Liquide (AI.PA) | 2.31% | 0% | 96.42% | 6/17/2025 |
 Coca-Cola (KO) | 2.14% | 0% | 56.47% | 7/1/2025 |
| Globalstar (GSAT) | 1.39% | 0% | 96.32% | 6/16/2025 |
 Danaos (DAC) | 1.3% | 0% | 23.03% | 8/16/2024 |
 Realty Income (O) | 0.97% | 3.79% | 33.54% | - |
 Cardano (ADA) | 0.04% | 0% | 9.88% | 6/16/2025 |
 Solventum (SOLV) | 0.02% | 0% | 1.37% | 4/15/2024 |
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% |