Portfolio Diversification
Range
Most Diversified
14 instruments
April 3, 2024
Least Diversified
0 instruments
November 13, 2022
Average
9.7 instruments
Most Consistent Holdings
Top 5
META99.78%
GOOG98.56%
MSFT98.56%
AI.PA98.56%
GSAT98.56%
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) | 42.16% | 28.04% | 99.78% | - |
 NVIDIA (NVDA) | 11.22% | 18.88% | 79.78% | - |
| Microsoft (MSFT) | 10.46% | 4.6% | 98.56% | - |
| Alphabet (GOOG) | 7.08% | 5.39% | 98.56% | - |
 SPDR S&P 500 ETF (SPY) | 5% | 9.65% | 50.28% | - |
 Amazon (AMZN) | 4.96% | 6.73% | 79.78% | - |
 3M (MMM) | 3.88% | 8.5% | 50.28% | - |
 Apple (AAPL) | 3.16% | 5.37% | 50.28% | - |
 TSMC (TSM) | 2.75% | 5.64% | 50.28% | - |
| Air Liquide (AI.PA) | 2.42% | 0.36% | 98.56% | - |
 Coca-Cola (KO) | 2.11% | 3.48% | 55.03% | - |
| Globalstar (GSAT) | 1.46% | 0.16% | 98.56% | - |
 Danaos (DAC) | 1.36% | 0% | 24.2% | 8/16/2024 |
 Realty Income (O) | 0.88% | 2.68% | 30.17% | - |
 Cardano (ADA) | 0.03% | 0.41% | 7.73% | - |
 Solventum (SOLV) | 0.02% | 0% | 1.44% | 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% |