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Portfolio Diversification
Range
Most Diversified
23 instruments
November 2, 2024
Least Diversified
0 instruments
April 4, 2026
Average
14.5 instruments
Most Consistent Holdings
Top 5
BRK.B99.14%
NVDA99.14%
TSLA99.14%
NET94.42%
AMZN92.6%
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) | 15.69% | 6.76% | 99.14% | - |
 Adobe (ADBE) | 10.55% | 0% | 72.64% | 11/10/2025 |
| NVIDIA (NVDA) | 10.39% | 8.43% | 99.14% | - |
| Berkshire Hathaway (BRK.B) | 10.1% | 1.14% | 99.14% | - |
 Western Digital (WDC) | 6.11% | 12.33% | 45.6% | - |
| Cloudflare (NET) | 5.49% | 3.48% | 94.42% | - |
 Sandisk Corp/DE (SNDK) | 5.47% | 31.09% | 39.7% | - |
| Amazon (AMZN) | 4.49% | 0% | 92.6% | 5/20/2026 |
 Costco (COST) | 3.7% | 0.84% | 70.71% | - |
 TSMC (TSM) | 3.64% | 8.8% | 47.32% | - |
 PDD Holdings (PDD) | 2.77% | 0% | 61.16% | 1/28/2026 |
 Hermes (RMS.PA) | 2.61% | 0% | 42.27% | 10/29/2025 |
 Futu (FUTU) | 2.15% | 15.47% | 57.73% | - |
 HSBC (HSBA.L) | 1.7% | 0% | 45.28% | 11/6/2025 |
 Alphabet (GOOGL) | 1.6% | 2.99% | 45.71% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.5% | 0% | 14.81% | 11/27/2024 |
 LVMH (MC.PA) | 1.1% | 0% | 36.37% | 6/10/2025 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.98% | 0% | 16.95% | 12/17/2024 |
 Microsoft (MSFT) | 0.81% | 0% | 45.6% | 4/29/2025 |
 Dell (DELL) | 0.7% | 0% | 36.37% | 9/2/2025 |
 ASML (ASML.NV) | 0.62% | 0% | 20.06% | 4/29/2025 |
 Qualcomm (QCOM) | 0.53% | 0% | 7.83% | 7/16/2026 |
 CryptoPortfolio | 0.5% | 0% | 11.91% | 4/21/2024 |
 UnitedHealth (UNH) | 0.49% | 0% | 24.57% | 6/12/2026 |
 Palantir (PLTR) | 0.41% | 0% | 36.8% | 4/8/2026 |
 Vanguard Real Estate ETF (VNQ) | 0.41% | 0% | 5.47% | 2/20/2024 |
 Chubb (CB) | 0.4% | 0% | 21.78% | 5/20/2026 |
 Manulife (MFC) | 0.17% | 2.89% | 6.55% | - |
 CoreWeave Inc (CRWV) | 0.16% | 0% | 8.58% | 6/11/2026 |
 Gen Digital (GEN) | 0.15% | 0% | 9.33% | 6/5/2026 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.15% | 0% | 2.25% | 8/1/2024 |
 Bitcoin (BTC) | 0.14% | 0% | 12.12% | 9/30/2024 |
 NetEase (NTES) | 0.1% | 0% | 7.94% | 11/7/2024 |
 Apple (AAPL) | 0.08% | 0% | 5.9% | 5/15/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.08% | 1.56% | 4.08% | - |
 Swedbank (SWED-A.ST) | 0.07% | 0% | 33.26% | 7/11/2025 |
 Prudential (PRU.L) | 0.04% | 0% | 3.11% | 1/29/2024 |
 Alibaba (BABA) | 0.03% | 0% | 4.29% | 8/5/2024 |
 Emaar (EMAAR.AE) | 0.03% | 0% | 6.12% | 5/12/2026 |
 Realty Income (O) | 0.02% | 0% | 4.18% | 4/10/2024 |
 Burberry (BRBY.L) | 0.02% | 0% | 3.11% | 1/29/2024 |
 Marvell (MRVL) | 0.02% | 0% | 2.04% | 5/12/2026 |
 Starbucks (SBUX) | 0.02% | 0% | 10.09% | 12/24/2024 |
 eToro Group LTD (ETOR) | 0.01% | 0% | 2.25% | 6/5/2026 |
 NatWest (NWG.L) | 0.01% | 0% | 5.9% | 2/27/2024 |
 Trade Desk (TTD) | 0.01% | 0% | 2.9% | 4/8/2026 |
 Tencent (0700.HK) | 0.01% | 0.07% | 13.2% | - |
 Nike (NKE) | 0.01% | 0% | 7.73% | 12/2/2024 |
 Eli Lilly (LLY) | 0.01% | 0.84% | 0.75% | - |
 Samsung (SMSN.L) | 0.01% | 0% | 4.18% | 12/2/2024 |
 Bristol-Myers Squibb (BMY) | 0.01% | 0% | 2.79% | 1/26/2024 |
 Centene (CNC) | 0% | 0% | 0.64% | 3/17/2026 |
 MSCI (MSCI) | 0% | 0% | 0.21% | 4/25/2024 |
 Dogecoin (DOGE) | 0% | 0% | 0.11% | 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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