Portfolio Diversification
Range
Most Diversified
21 instruments
April 12, 2024
Least Diversified
12 instruments
May 25, 2023
Average
15.8 instruments
Most Consistent Holdings
Top 5
AMZN100%
DIS100%
BABA100%
PYPL100%
GOOG98.15%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 9.53% | 7.72% | 98.15% | - |
| Amazon (AMZN) | 8% | 8.05% | 100% | - |
 Microsoft (MSFT) | 7.7% | 7.64% | 98.07% | - |
 Visa (V) | 6.72% | 0% | 89.71% | 3/4/2025 |
 Mastercard (MA) | 6.38% | 0% | 89.71% | 3/4/2025 |
 Meta (META) | 4.85% | 3.79% | 74.2% | - |
| Disney (DIS) | 4.7% | 3.26% | 100% | - |
 Occidental (OXY) | 4.21% | 4.95% | 60.61% | - |
 Adobe (ADBE) | 4.16% | 0% | 52.81% | 11/21/2023 |
 Adidas (ADS.DE) | 3.66% | 0% | 62.38% | 5/15/2024 |
 MercadoLibre (MELI) | 3.45% | 0% | 60.21% | 7/8/2024 |
 PepsiCo (PEP) | 3.12% | 5.81% | 54.26% | - |
| Alibaba (BABA) | 2.96% | 1.9% | 100% | - |
 Deere (DE) | 2.77% | 4.41% | 46.95% | - |
| PayPal (PYPL) | 2.55% | 1.53% | 100% | - |
 McDonald's (MCD) | 2.17% | 5.24% | 34.16% | - |
 Nike (NKE) | 2.13% | 4.76% | 41.96% | - |
 Salesforce (CRM) | 1.98% | 0% | 31.11% | 5/24/2023 |
 Netflix (NFLX) | 1.98% | 0% | 35.77% | 5/24/2023 |
 Uber (UBER) | 1.96% | 6.45% | 32.88% | - |
 3M (MMM) | 1.84% | 0% | 31.67% | 8/30/2024 |
 Johnson & Johnson (JNJ) | 1.58% | 0% | 29.42% | 3/3/2025 |
 Nestle (NESN.ZU) | 1.32% | 0% | 27.17% | 3/14/2025 |
 Starbucks (SBUX) | 1.24% | 0% | 16.72% | 2/3/2025 |
 NextEra (NEE) | 0.87% | 0% | 20.58% | 5/15/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.73% | 0% | 5.39% | 5/12/2025 |
 NVIDIA (NVDA) | 0.69% | 8.55% | 9.57% | - |
 AMD (AMD) | 0.68% | 8.71% | 11.01% | - |
 YPF (YPF) | 0.48% | 5.86% | 8.28% | - |
 Tesla (TSLA) | 0.34% | 3.88% | 8.92% | - |
 Walmart (WMT) | 0.31% | 0% | 5.63% | 2/26/2024 |
 Shopify (SHOP) | 0.29% | 0% | 6.27% | 4/7/2022 |
 Apple (AAPL) | 0.26% | 0% | 4.74% | 6/10/2024 |
 Virgin Galactic (SPCE) | 0.19% | 2.25% | 7.15% | - |
 Coca-Cola (KO) | 0.17% | 0% | 3.86% | 3/3/2025 |
 eToro Group LTD (ETOR) | 0.17% | 4.38% | 3.78% | - |
 Berkshire Hathaway (BRK.B) | 0.17% | 0% | 4.26% | 2/22/2022 |
 Bank of America (BAC) | 0.15% | 0% | 3.22% | 2/9/2022 |
 American Express (AXP) | 0.12% | 0% | 3.05% | 2/7/2022 |
 Solventum (SOLV) | 0.02% | 0% | 1.85% | 4/25/2024 |
 Costco (COST) | 0.01% | 0% | 0.24% | 1/3/2022 |
 Waste Management (WM) | 0.01% | 0% | 0.32% | 2/28/2022 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.08% | 6/23/2025 |
 Bitcoin (BTC) | 0% | 0% | 0.08% | 5/10/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 6.7% | 8.79% |
| Alphabet (GOOG) | 7.22% | 8.44% |
| Starbucks (SBUX) | 5.93% | 7.5% |
| McDonald's (MCD) | 6.19% | 7.31% |
| Visa (V) | 5.67% | 7.11% |
| Microsoft (MSFT) | 6.7% | 7.01% |
| Deere (DE) | 5.68% | 6.79% |
| Mastercard (MA) | 5.16% | 6.43% |
| Occidental (OXY) | 6.78% | 5.85% |
| Nike (NKE) | 6.45% | 5.84% |
| Uber (UBER) | 5.93% | 5.75% |
| PepsiCo (PEP) | 5.6% | 5.13% |
| Johnson & Johnson (JNJ) | 5.16% | 4.89% |
| Nestle (NESN.ZU) | 4.9% | 4.14% |
| Disney (DIS) | 5.16% | 3.47% |
| Alibaba (BABA) | 4.64% | 2.46% |
| PayPal (PYPL) | 5.16% | 2.07% |