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Portfolio Diversification
Range
Most Diversified
59 instruments
May 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
51.7 instruments
Most Consistent Holdings
Top 5
GOOG99.68%
MSFT99.68%
AMZN99.68%
BAC99.68%
JPM99.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 GainersQtr | 9.39% | 0% | 34.51% | 1/13/2025 |
 Apple (AAPL) | 8.31% | 0% | 99.52% | 6/12/2026 |
| Microsoft (MSFT) | 5.09% | 0% | 99.68% | 6/12/2026 |
 Meta (META) | 4.89% | 0% | 99.52% | 6/12/2026 |
| Alphabet (GOOG) | 4.56% | 0% | 99.68% | 6/12/2026 |
 Uber (UBER) | 4.37% | 0% | 99.6% | 6/12/2026 |
| Amazon (AMZN) | 4.04% | 0% | 99.68% | 6/12/2026 |
 Tesla (TSLA) | 2.9% | 0% | 99.68% | 6/12/2026 |
 TSMC (TSM) | 2.66% | 0% | 97.6% | 6/12/2026 |
 Airbnb (ABNB) | 2.44% | 0% | 99.68% | 6/12/2026 |
 ASML (ASML) | 2.14% | 0% | 43.71% | 6/12/2026 |
| JPMorgan (JPM) | 2.13% | 0% | 99.68% | 6/12/2026 |
 Visa (V) | 2.13% | 0% | 99.68% | 6/12/2026 |
 Williams (WMB) | 2.12% | 0% | 73.98% | 7/23/2025 |
 NVIDIA (NVDA) | 1.97% | 0% | 61.89% | 6/12/2026 |
 Delta (DAL) | 1.96% | 0% | 99.68% | 6/12/2026 |
 Netflix (NFLX) | 1.95% | 0% | 48.84% | 6/12/2026 |
 Ares Capital (ARCC) | 1.95% | 0% | 99.68% | 6/12/2026 |
 Disney (DIS) | 1.91% | 0% | 99.12% | 6/12/2026 |
 Procter & Gamble (PG) | 1.64% | 0% | 99.68% | 6/12/2026 |
| Bank of America (BAC) | 1.64% | 0% | 99.68% | 6/12/2026 |
 Eli Lilly (LLY) | 1.58% | 0% | 49.24% | 6/12/2026 |
 Shopify (SHOP) | 1.5% | 0% | 73.98% | 7/23/2025 |
 Coca-Cola (KO) | 1.45% | 0% | 99.6% | 6/12/2026 |
 GM (GM) | 1.21% | 0% | 99.68% | 6/12/2026 |
 Johnson & Johnson (JNJ) | 1.11% | 0% | 99.52% | 6/12/2026 |
 Sony (SONY) | 1.08% | 0% | 99.68% | 6/12/2026 |
 Ethereum (ETH) | 1.08% | 0% | 99.6% | 6/12/2026 |
 AMD (AMD) | 1.01% | 0% | 60.61% | 6/12/2026 |
 Crowdstrike (CRWD) | 0.99% | 0% | 53.72% | 6/12/2026 |
 Philip Morris (PM) | 0.97% | 0% | 99.52% | 6/12/2026 |
 Altria (MO) | 0.95% | 0% | 99.68% | 6/12/2026 |
 Xiaomi (1810.HK) | 0.87% | 0% | 99.6% | 6/12/2026 |
 Shell (SHEL) | 0.84% | 0% | 99.68% | 6/12/2026 |
 NRG Energy (NRG) | 0.81% | 0% | 73.98% | 7/23/2025 |
 UBS (UBS) | 0.78% | 0% | 90.47% | 6/12/2026 |
 Unilever (ULVR.L) | 0.78% | 0% | 99.6% | 6/12/2026 |
 McDonald's (MCD) | 0.76% | 0% | 99.28% | 6/12/2026 |
 PayPal (PYPL) | 0.72% | 0% | 73.98% | 7/23/2025 |
 Starbucks (SBUX) | 0.71% | 0% | 73.98% | 7/23/2025 |
 GE (GE) | 0.58% | 0% | 53.4% | 6/12/2026 |
 Interactive Brokers Group (IBKR) | 0.57% | 0% | 28.02% | 7/23/2025 |
 EA (EA) | 0.56% | 0% | 73.98% | 7/23/2025 |
 UPS (UPS) | 0.54% | 0% | 55.96% | 12/10/2024 |
 FedEx (FDX) | 0.51% | 0% | 73.98% | 7/23/2025 |
 Kroger (KR) | 0.44% | 0% | 99.36% | 6/12/2026 |
 Nike (NKE) | 0.41% | 0% | 58.93% | 1/16/2025 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.41% | 0% | 71.66% | 6/24/2025 |
 Intuit (INTU) | 0.4% | 0% | 39.15% | 6/12/2026 |
 Salesforce (CRM) | 0.4% | 0% | 53.48% | 6/12/2026 |
 XRP (XRP) | 0.39% | 0% | 99.68% | 6/12/2026 |
 Nestle (NESN.ZU) | 0.38% | 0% | 55.96% | 12/10/2024 |
 Nu (NU) | 0.37% | 0% | 39.23% | 6/12/2026 |
 Datadog (DDOG) | 0.37% | 0% | 24.1% | 6/12/2026 |
 Honda (HMC) | 0.35% | 0% | 56.61% | 12/18/2024 |
 Walmart (WMT) | 0.31% | 0% | 60.45% | 2/4/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.3% | 0% | 22.5% | 10/16/2023 |
 MercadoLibre (MELI) | 0.26% | 0% | 27.22% | 6/12/2026 |
 Alibaba (BABA) | 0.25% | 0% | 45.88% | 8/5/2024 |
 IIPR (IIPR) | 0.23% | 0% | 55.96% | 12/10/2024 |
 LVMH (MC.PA) | 0.22% | 0% | 46.84% | 12/10/2024 |
 Ford (F) | 0.2% | 0% | 55.96% | 12/10/2024 |
 CubeSmart (CUBE) | 0.18% | 0% | 36.83% | 8/6/2024 |
 Occidental (OXY) | 0.17% | 0% | 71.9% | 7/23/2025 |
 Coinbase (COIN) | 0.16% | 0% | 31.87% | 6/12/2026 |
 Bumble (BMBL) | 0.12% | 0% | 45.88% | 8/5/2024 |
 Coty (COTY) | 0.12% | 0% | 7.21% | 6/12/2026 |
 Ceragon (CRNT) | 0.1% | 0% | 43.07% | 6/12/2026 |
 e.l.f. (ELF) | 0.09% | 0% | 38.83% | 6/12/2026 |
 Enphase (ENPH) | 0.09% | 0% | 28.02% | 7/23/2025 |
 Niu (NIU) | 0.07% | 0% | 45.88% | 8/5/2024 |
 The Sandbox (SAND) | 0.04% | 0% | 55.96% | 12/10/2024 |
 Tempus AI Inc (TEM.US) | 0.03% | 0% | 14.49% | 7/23/2025 |
 Toyota (TM) | 0.02% | 0% | 10.89% | 6/5/2024 |
 Intel (INTC) | 0.02% | 0% | 7.85% | 8/2/2024 |
 Sony Financial Group Inc (SFGYY) | 0.01% | 0% | 12.89% | 3/18/2026 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 8.01% | 3/19/2026 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ASML (ASML) | 7.71% | 7.87% |
| Uber (UBER) | 5.73% | 5.48% |
| Meta (META) | 6.37% | 5.45% |
| Amazon (AMZN) | 5.74% | 5.19% |
| Tesla (TSLA) | 3.83% | 5.03% |
| Alphabet (GOOG) | 2.83% | 4.92% |
| NVIDIA (NVDA) | 4.45% | 4.88% |
| TSMC (TSM) | 3.34% | 4.75% |
| Eli Lilly (LLY) | 5.11% | 4.69% |
| Microsoft (MSFT) | 4.46% | 4.33% |
| Visa (V) | 3.61% | 3.32% |
| Apple (AAPL) | 3.32% | 3.04% |
| JPMorgan (JPM) | 2.04% | 2.88% |
| Bank of America (BAC) | 2.75% | 2.7% |
| Ares Capital (ARCC) | 3.44% | 2.48% |
| Delta (DAL) | 1.89% | 2.33% |
| AMD (AMD) | 1.87% | 2.22% |
| Crowdstrike (CRWD) | 1.48% | 2.1% |
| Disney (DIS) | 1.95% | 1.78% |
| GM (GM) | 1.22% | 1.77% |
| UBS (UBS) | 1.25% | 1.55% |
| Johnson & Johnson (JNJ) | 1.46% | 1.39% |
| GE (GE) | 1.07% | 1.38% |
| Datadog (DDOG) | 1.78% | 1.3% |
| Procter & Gamble (PG) | 1.56% | 1.28% |
| Airbnb (ABNB) | 1.75% | 1.21% |
| Coca-Cola (KO) | 1.2% | 1.17% |
| Sony (SONY) | 1.22% | 1.14% |
| Xiaomi (1810.HK) | 1.2% | 1.13% |
| Ethereum (ETH) | 1.97% | 1.12% |
| Nu (NU) | 1.29% | 1.12% |
| Intuit (INTU) | 1.44% | 1.11% |
| Philip Morris (PM) | 0.84% | 1.08% |
| MercadoLibre (MELI) | 1.75% | 0.97% |
| Altria (MO) | 1.07% | 0.9% |
| Shell (SHEL) | 0.73% | 0.82% |
| McDonald's (MCD) | 0.69% | 0.68% |
| Unilever (ULVR.L) | 0.87% | 0.67% |
| Salesforce (CRM) | 0.81% | 0.59% |
| XRP (XRP) | 0.65% | 0.53% |
| Coinbase (COIN) | 0.55% | 0.43% |
| Kroger (KR) | 0.33% | 0.42% |
| e.l.f. (ELF) | 0.34% | 0.2% |
| Ceragon (CRNT) | 0.61% | 0.19% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.05% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.04% |
Cash & Instruments Over Time
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