Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 16.42% | 7.03% | 99.9% | - |
 Amazon (AMZN) | 13.75% | 6.18% | 99.9% | - |
 Microsoft (MSFT) | 12.18% | 3.81% | 99.9% | - |
 McDonald's (MCD) | 5.97% | 0% | 86.21% | 6/13/2024 |
 GE (GE) | 5.78% | 9.84% | 65.73% | - |
 Coca-Cola (KO) | 5.4% | 0% | 69.33% | 8/16/2024 |
 Apple (AAPL) | 4.97% | 1.56% | 97.1% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 4.58% | 0% | 43.96% | 4/10/2023 |
 GE HealthCare (GEHC) | 3.66% | 1.61% | 65.33% | - |
 Mastercard (MA) | 3.02% | 0% | 88.71% | 7/30/2024 |
 NVIDIA (NVDA) | 1.91% | 3.41% | 58.14% | - |
 SPX500 Index (Non Expiry) (SPX500) | 1.65% | 0% | 20.08% | 8/8/2024 |
 WarrenBuffet-CF | 1.49% | 2.83% | 38.56% | - |
 Gold (Non Expiry) (GOLD) | 1.26% | 0% | 19.88% | 12/21/2022 |
 CannabisCare | 1% | 0% | 26.27% | 2/6/2024 |
 Pfizer (PFE) | 0.93% | 0% | 45.05% | 9/6/2023 |
 GE Vernova (GEV) | 0.81% | 5.28% | 20.68% | - |
 Natural Gas (Non Expiry) (NATGAS) | 0.78% | 0% | 8.79% | 7/11/2022 |
 Oil (Non Expiry) (OIL) | 0.66% | 0% | 10.09% | 10/28/2024 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.6% | 0% | 7.29% | 7/6/2022 |
 Nu (NU) | 0.54% | 0% | 11.89% | 1/3/2023 |
 Berkshire Hathaway (BRK.B) | 0.48% | 3.15% | 15.28% | - |
 Visa (V) | 0.47% | 0% | 21.58% | 8/13/2024 |
 Meta (META) | 0.39% | 0% | 15.18% | 8/2/2022 |
 Chip-Tech | 0.38% | 0% | 6.79% | 3/10/2022 |
 Global Payments (GPN) | 0.32% | 0% | 13.69% | 5/18/2022 |
 Intel (INTC) | 0.28% | 0% | 8.99% | 5/18/2022 |
 Unilever (ULVR.L) | 0.22% | 0% | 12.69% | 7/30/2024 |
 Copper (Expiring Future) (COPPER.FUT) | 0.22% | 0% | 4.2% | 10/14/2024 |
 Supermicro (SMCI) | 0.18% | 1.12% | 9.19% | - |
 Palo Alto Networks (PANW) | 0.17% | 0% | 10.39% | 7/31/2024 |
 IDEAYA (IDYA) | 0.13% | 0% | 6.39% | 10/7/2024 |
 Globant (GLOB) | 0.13% | 0% | 3.6% | 5/17/2022 |
 Tesla (TSLA) | 0.11% | 0% | 4.5% | 2/14/2022 |
 T-Mobile (TMUS) | 0.09% | 0% | 2.5% | 1/3/2023 |
 TSMC (TSM) | 0.09% | 0% | 5.19% | 8/15/2024 |
 Walmart (WMT) | 0.09% | 0% | 6.89% | 8/15/2024 |
 Silver (Non Expiry) (SILVER) | 0.07% | 0% | 1.2% | 7/3/2024 |
 Alibaba (BABA) | 0.06% | 0% | 4.8% | 4/6/2023 |
 USD/JPY (USDJPY) | 0.06% | 0% | 1.2% | 9/13/2024 |
 Disney (DIS) | 0.06% | 0% | 4% | 3/8/2022 |
 Reddit Inc (RDDT) | 0.06% | 0% | 3% | 4/23/2024 |
 Ford (F) | 0.06% | 0% | 3.1% | 6/11/2024 |
 Moody's (MCO) | 0.05% | 0% | 6.59% | 3/8/2022 |
 JPMorgan (JPM) | 0.04% | 0% | 3.6% | 8/13/2024 |
 STMicroelectronics (STMMI.MI) | 0.04% | 0% | 1.5% | 9/4/2024 |
 Nike (NKE) | 0.04% | 0% | 6.59% | 3/8/2022 |
 Micron (MU) | 0.04% | 0% | 2.6% | 7/23/2024 |
 TMTG (DJT) | 0.03% | 0% | 2.3% | 3/28/2024 |
 Sony (SONY) | 0.02% | 0% | 3.6% | 6/4/2024 |
 Eli Lilly (LLY) | 0.02% | 0% | 2.1% | 7/31/2024 |
 Phunware (PHUN) | 0.02% | 0% | 2.1% | 3/26/2024 |
 Simon (SPG) | 0.02% | 0% | 1.7% | 10/3/2024 |
 Adobe (ADBE) | 0.01% | 0% | 1.4% | 1/14/2022 |
 Enovix (ENVX) | 0.01% | 0% | 0.3% | 7/5/2024 |
 Starbucks (SBUX) | 0.01% | 0% | 0.2% | 7/11/2024 |
 Loews (L) | 0% | 0% | 0.3% | 6/18/2024 |
 iShares China Large-Cap ETF (FXI) | 0% | 0% | 0.1% | 10/4/2024 |
 Netflix (NFLX) | 0% | 0% | 0.1% | 7/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 20.03% | 20.19% |
| Amazon (AMZN) | 15.71% | 17.11% |
| Coca-Cola (KO) | 15.92% | 12.47% |
| Microsoft (MSFT) | 11.3% | 12.31% |
| GE HealthCare (GEHC) | 8.28% | 9.3% |
| McDonald's (MCD) | 9.45% | 9.08% |
| GE (GE) | 7.12% | 8.58% |
| Apple (AAPL) | 4.15% | 4.3% |
| CannabisCare | 4.78% | 3.64% |
| NVIDIA (NVDA) | 2.05% | 1.82% |
| Mastercard (MA) | 1.05% | 1.05% |