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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
META99.66%
GOOG98.71%
AMZN84.05%
NVDA84.05%
MSFT80.26%
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) | 38.53% | 22.87% | 99.66% | - |
| NVIDIA (NVDA) | 14.51% | 26.69% | 84.05% | - |
| Microsoft (MSFT) | 8.32% | 0% | 80.26% | 7/1/2025 |
| Alphabet (GOOG) | 7.76% | 13.22% | 98.71% | - |
 SPDR S&P 500 ETF (SPY) | 5.89% | 8.98% | 61.03% | - |
 3M (MMM) | 5.26% | 10.99% | 61.03% | - |
| Amazon (AMZN) | 5.25% | 5.47% | 84.05% | - |
 TSMC (TSM) | 3.55% | 7.86% | 61.03% | - |
 Apple (AAPL) | 2.57% | 0% | 41.29% | 6/16/2025 |
 Air Liquide (AI.PA) | 1.9% | 0% | 79.05% | 6/17/2025 |
 Coca-Cola (KO) | 1.76% | 0% | 46.29% | 7/1/2025 |
 Realty Income (O) | 1.42% | 3.62% | 45.34% | - |
 Globalstar (GSAT) | 1.14% | 0% | 78.97% | 6/16/2025 |
 Danaos (DAC) | 1.06% | 0% | 18.88% | 8/16/2024 |
 Cardano (ADA) | 0.03% | 0% | 8.1% | 6/16/2025 |
 Solventum (SOLV) | 0.01% | 0% | 1.12% | 4/15/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 20.8% | 27.42% |
| Meta (META) | 18.84% | 23.29% |
| Alphabet (GOOG) | 12.2% | 13.12% |
| 3M (MMM) | 13.86% | 10.41% |
| SPDR S&P 500 ETF (SPY) | 12.97% | 9.05% |
| TSMC (TSM) | 5.68% | 6.99% |
| Amazon (AMZN) | 8.33% | 6.13% |
| Realty Income (O) | 6.79% | 3.3% |
Cash & Instruments Over Time
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