Portfolio Diversification
Range
Most Diversified
23 instruments
September 29, 2023
Least Diversified
12 instruments
February 2, 2025
Average
17.1 instruments
Most Consistent Holdings
Top 5
AAPL100%
META100%
MSFT100%
MA100%
V100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 11.84% | 11.2% | 100% | - |
| Microsoft (MSFT) | 9.24% | 7.41% | 100% | - |
| Mastercard (MA) | 8.38% | 7.37% | 100% | - |
| Visa (V) | 7.22% | 2.32% | 100% | - |
 AMD (AMD) | 5.71% | 0% | 99.91% | 2/1/2025 |
 Bitcoin (BTC) | 5.37% | 6.82% | 83.03% | - |
 Tesla (TSLA) | 3.09% | 0% | 63.14% | 1/19/2024 |
 Amazon (AMZN) | 2.9% | 0% | 68.52% | 2/20/2024 |
 Alphabet (GOOG) | 2.84% | 0% | 73.91% | 2/1/2025 |
| Meta (META) | 2.75% | 2.89% | 100% | - |
 Invesco QQQ (QQQ) | 2.06% | 0% | 35.22% | 3/10/2023 |
 Coca-Cola (KO) | 1.85% | 2.81% | 56.75% | - |
 Nio (NIO) | 1.78% | 0% | 47.54% | 8/1/2023 |
 NVIDIA (NVDA) | 1.76% | 0% | 44.16% | 5/25/2023 |
 Ethereum (ETH) | 1.59% | 0% | 64.42% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.54% | 2.23% | 51.46% | - |
 Monster Beverage (MNST) | 1.05% | 3.47% | 45.89% | - |
 Virgin Galactic (SPCE) | 0.94% | 0% | 42.06% | 5/2/2023 |
 Qualcomm (QCOM) | 0.89% | 0% | 43.8% | 10/31/2024 |
 PepsiCo (PEP) | 0.66% | 1.82% | 44.8% | - |
 Cloudflare (NET) | 0.55% | 0% | 26.64% | 11/3/2022 |
 PayPal (PYPL) | 0.53% | 0% | 27.19% | 11/9/2022 |
 Procter & Gamble (PG) | 0.47% | 0.95% | 43.34% | - |
 Cardano (ADA) | 0.43% | 0% | 36.68% | 3/19/2024 |
 SPDR S&P 500 ETF (SPY) | 0.34% | 0% | 11.86% | 3/3/2023 |
 McDonald's (MCD) | 0.26% | 0.92% | 25.82% | - |
 Gold (Non Expiry) (GOLD) | 0.26% | 0% | 8.67% | 6/27/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.23% | 0% | 11.68% | 1/24/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.17% | 0% | 11.68% | 1/24/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0.16% | 0% | 27.74% | 12/11/2023 |
 Nestle (NESN.ZU) | 0.15% | 0% | 7.85% | 2/29/2024 |
 LVMH (MC.PA) | 0.09% | 0% | 5.29% | 7/30/2024 |
 TSMC (TSM) | 0.08% | 0% | 8.58% | 11/9/2023 |
 Chainlink (LINK) | 0.08% | 0% | 21.26% | 10/24/2023 |
 Heineken (HEIA.NV) | 0.07% | 0% | 4.29% | 12/19/2023 |
 Tencent (0700.HK) | 0.06% | 0% | 6.39% | 8/1/2023 |
 MercadoLibre (MELI) | 0.06% | 0% | 5.75% | 3/4/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 0% | 2.83% | 3/4/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.05% | 0% | 4.93% | 9/26/2023 |
 Palantir (PLTR) | 0.05% | 0% | 4.93% | 2/23/2022 |
 Algorand (ALGO) | 0.04% | 0% | 23.36% | 10/24/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.04% | 0% | 4.2% | 10/25/2022 |
 iShares Silver Trust (SLV) | 0.03% | 0% | 1.82% | 3/4/2024 |
 Nike (NKE) | 0.02% | 0% | 1.82% | 3/7/2022 |
 Delta (DAL) | 0.02% | 0% | 1.55% | 11/9/2023 |
 Marvell (MRVL) | 0.02% | 0% | 2.55% | 3/4/2022 |
 Pfizer (PFE) | 0.02% | 0% | 1.19% | 12/14/2023 |
 UnitedHealth (UNH) | 0.01% | 0% | 1.46% | 10/31/2024 |
 JD (9618.HK) | 0.01% | 0% | 1.28% | 6/6/2023 |
 USD/CHF (USDCHF) | 0.01% | 0% | 0.46% | 1/2/2024 |
 Chiliz (CHZ) | 0.01% | 0% | 3.83% | 6/10/2023 |
 Solana (SOL) | 0% | 0% | 0.18% | 3/21/2023 |
 AESI Holdings (AESI) | 0% | 0% | 0.36% | 1/8/2024 |
 iShares Gold Trust (IAU) | 0% | 0% | 0.36% | 7/10/2023 |
 Fetch.ai (FET) | 0% | 0% | 0.18% | 3/3/2024 |
 XRP (XRP) | 0% | 0% | 0.09% | 4/13/2024 |
 Cosmos (ATOM) | 0% | 0% | 0.09% | 3/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 6.66% | 11.13% |
| Microsoft (MSFT) | 6.45% | 8.18% |
| Mastercard (MA) | 5.24% | 7.06% |
| Bitcoin (BTC) | 1.84% | 6.48% |
| Visa (V) | 5.12% | 6.19% |
| Johnson & Johnson (JNJ) | 4.77% | 3.58% |
| Monster Beverage (MNST) | 3.74% | 3.08% |
| Coca-Cola (KO) | 3.15% | 2.79% |
| Meta (META) | 0.83% | 2.48% |
| Ethereum (ETH) | 1.08% | 1.87% |
| AMD (AMD) | 2.04% | 1.75% |
| PepsiCo (PEP) | 2.39% | 1.75% |
| Alphabet (GOOG) | 1.12% | 1.05% |
| Procter & Gamble (PG) | 1.09% | 0.97% |
| McDonald's (MCD) | 1.09% | 0.93% |