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Portfolio Diversification
Range
Most Diversified
23 instruments
November 2, 2024
Least Diversified
0 instruments
April 4, 2026
Average
14.7 instruments
Most Consistent Holdings
Top 5
BRK.B99.88%
NVDA99.88%
AMZN99.88%
TSLA99.88%
NET94.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 16.75% | 9.84% | 99.88% | - |
 Adobe (ADBE) | 11.85% | 0% | 81.57% | 11/10/2025 |
| Berkshire Hathaway (BRK.B) | 11.11% | 4.74% | 99.88% | - |
| NVIDIA (NVDA) | 10.84% | 8.94% | 99.88% | - |
| Cloudflare (NET) | 5.63% | 6.42% | 94.7% | - |
| Amazon (AMZN) | 4.95% | 2.67% | 99.88% | - |
 Western Digital (WDC) | 4.45% | 20.89% | 39.76% | - |
 Costco (COST) | 4.14% | 0% | 78.55% | 10/16/2025 |
 TSMC (TSM) | 3.37% | 8.15% | 41.81% | - |
 PDD Holdings (PDD) | 3.11% | 0% | 68.67% | 1/28/2026 |
 Sandisk Corp/DE (SNDK) | 3.02% | 22.27% | 33.01% | - |
 Hermes (RMS.PA) | 2.93% | 0% | 47.47% | 10/29/2025 |
 Futu (FUTU) | 1.95% | 4.63% | 55.3% | - |
 HSBC (HSBA.L) | 1.91% | 0% | 50.84% | 11/6/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.69% | 0% | 16.63% | 11/27/2024 |
 Alphabet (GOOGL) | 1.42% | 4.29% | 39.76% | - |
 LVMH (MC.PA) | 1.23% | 0% | 40.84% | 6/10/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 1.1% | 0% | 19.04% | 12/17/2024 |
 Microsoft (MSFT) | 0.91% | 0% | 51.2% | 4/29/2025 |
 Dell (DELL) | 0.79% | 0% | 40.84% | 9/2/2025 |
 ASML (ASML.NV) | 0.69% | 0% | 22.53% | 4/29/2025 |
 CryptoPortfolio | 0.56% | 0% | 13.37% | 4/21/2024 |
 Palantir (PLTR) | 0.47% | 0% | 41.33% | 4/8/2026 |
 Vanguard Real Estate ETF (VNQ) | 0.46% | 0% | 6.14% | 2/20/2024 |
 Chubb (CB) | 0.36% | 2.62% | 20.48% | - |
 UnitedHealth (UNH) | 0.2% | 2.82% | 20.84% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.17% | 0% | 2.53% | 8/1/2024 |
 Bitcoin (BTC) | 0.16% | 0% | 13.61% | 9/30/2024 |
 Gen Digital (GEN) | 0.16% | 0% | 7.95% | 1/6/2025 |
 NetEase (NTES) | 0.11% | 0% | 8.92% | 11/7/2024 |
 Apple (AAPL) | 0.09% | 0% | 6.63% | 5/15/2025 |
 Swedbank (SWED-A.ST) | 0.08% | 0% | 37.35% | 7/11/2025 |
 Prudential (PRU.L) | 0.05% | 0% | 3.49% | 1/29/2024 |
 Alibaba (BABA) | 0.03% | 0% | 4.82% | 8/5/2024 |
 Realty Income (O) | 0.03% | 0% | 4.7% | 4/10/2024 |
 Burberry (BRBY.L) | 0.02% | 0% | 3.49% | 1/29/2024 |
 Starbucks (SBUX) | 0.02% | 0% | 11.33% | 12/24/2024 |
 Emaar (EMAAR.AE) | 0.02% | 0.43% | 3.61% | - |
 NatWest (NWG.L) | 0.01% | 0% | 6.63% | 2/27/2024 |
 Trade Desk (TTD) | 0.01% | 0% | 3.25% | 4/8/2026 |
 CoreWeave Inc (CRWV) | 0.01% | 1.16% | 3.01% | - |
 Nike (NKE) | 0.01% | 0% | 8.67% | 12/2/2024 |
 Samsung (SMSN.L) | 0.01% | 0% | 4.7% | 12/2/2024 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 3.13% | 1/26/2024 |
 Tencent (0700.HK) | 0% | 0.12% | 3.49% | - |
 Centene (CNC) | 0% | 0% | 0.72% | 3/17/2026 |
 MSCI (MSCI) | 0% | 0% | 0.24% | 4/25/2024 |
 Dogecoin (DOGE) | 0% | 0% | 0.12% | 4/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 14.39% | 15.75% |
| Western Digital (WDC) | 10.65% | 14.67% |
| NVIDIA (NVDA) | 7.72% | 12.17% |
| Cloudflare (NET) | 11.93% | 10.42% |
| TSMC (TSM) | 9.07% | 9.19% |
| Berkshire Hathaway (BRK.B) | 11.71% | 9.03% |
| Sandisk Corp/DE (SNDK) | 7.2% | 9.01% |
| Futu (FUTU) | 11.54% | 6.77% |
| Alphabet (GOOGL) | 3.92% | 4.34% |
| PDD Holdings (PDD) | 4.68% | 3.34% |
| Chubb (CB) | 2.81% | 1.94% |
| Amazon (AMZN) | 2.24% | 1.88% |
| UnitedHealth (UNH) | 1.41% | 0.8% |
| Palantir (PLTR) | 0.66% | 0.64% |
Cash & Instruments Over Time
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