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Portfolio Diversification
Range
Most Diversified
59 instruments
May 1, 2024
Least Diversified
43 instruments
July 24, 2025
Average
52.4 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
AMZN100%
BAC100%
JNJ100%
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 | 10.19% | 0% | 37.41% | 1/13/2025 |
 Apple (AAPL) | 8.82% | 2.92% | 99.91% | - |
| Microsoft (MSFT) | 5.01% | 3.7% | 100% | - |
 Meta (META) | 4.8% | 5.39% | 99.83% | - |
 Uber (UBER) | 4.44% | 5.1% | 100% | - |
| Alphabet (GOOG) | 4.43% | 4.73% | 100% | - |
| Amazon (AMZN) | 3.9% | 4.85% | 100% | - |
 Tesla (TSLA) | 2.88% | 4.49% | 100% | - |
 Airbnb (ABNB) | 2.57% | 1.21% | 100% | - |
 TSMC (TSM) | 2.53% | 5.37% | 97.74% | - |
 Williams (WMB) | 2.29% | 0% | 80.21% | 7/23/2025 |
 JPMorgan (JPM) | 2.15% | 2.62% | 100% | - |
 Netflix (NFLX) | 2.09% | 0% | 49.74% | 8/5/2024 |
 Ares Capital (ARCC) | 1.98% | 2.33% | 100% | - |
 Disney (DIS) | 1.97% | 1.61% | 99.65% | - |
 Visa (V) | 1.96% | 3.04% | 100% | - |
 Delta (DAL) | 1.93% | 2% | 100% | - |
 Procter & Gamble (PG) | 1.7% | 1.39% | 100% | - |
 NVIDIA (NVDA) | 1.68% | 4.71% | 59.03% | - |
 ASML (ASML) | 1.65% | 9.63% | 39.32% | - |
 Shopify (SHOP) | 1.63% | 0% | 80.21% | 7/23/2025 |
| Bank of America (BAC) | 1.63% | 2.42% | 100% | - |
 Coca-Cola (KO) | 1.49% | 1.31% | 100% | - |
 Eli Lilly (LLY) | 1.34% | 4.38% | 45.31% | - |
 GM (GM) | 1.21% | 1.66% | 100% | - |
 Ethereum (ETH) | 1.12% | 0.75% | 100% | - |
| Johnson & Johnson (JNJ) | 1.11% | 1.63% | 100% | - |
 Sony (SONY) | 1.11% | 0.97% | 100% | - |
 Philip Morris (PM) | 0.99% | 1.15% | 100% | - |
 Altria (MO) | 0.96% | 1.05% | 100% | - |
 Crowdstrike (CRWD) | 0.94% | 1.94% | 50.17% | - |
 Xiaomi (1810.HK) | 0.89% | 0.98% | 100% | - |
 NRG Energy (NRG) | 0.87% | 0% | 80.21% | 7/23/2025 |
 Shell (SHEL) | 0.85% | 0.96% | 100% | - |
 Unilever (ULVR.L) | 0.81% | 0.68% | 100% | - |
 McDonald's (MCD) | 0.79% | 0.74% | 100% | - |
 PayPal (PYPL) | 0.78% | 0% | 80.21% | 7/23/2025 |
 AMD (AMD) | 0.77% | 2.02% | 57.64% | - |
 Starbucks (SBUX) | 0.77% | 0% | 80.21% | 7/23/2025 |
 UBS (UBS) | 0.76% | 1.31% | 90.1% | - |
 Interactive Brokers Group (IBKR) | 0.62% | 0% | 30.38% | 7/23/2025 |
 EA (EA) | 0.6% | 0% | 80.21% | 7/23/2025 |
 UPS (UPS) | 0.58% | 0% | 60.68% | 12/10/2024 |
 FedEx (FDX) | 0.56% | 0% | 80.21% | 7/23/2025 |
 GE (GE) | 0.55% | 1.46% | 49.91% | - |
 Nike (NKE) | 0.45% | 0% | 63.89% | 1/16/2025 |
 Kroger (KR) | 0.45% | 0.5% | 100% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.44% | 0% | 77.69% | 6/24/2025 |
 Nestle (NESN.ZU) | 0.41% | 0% | 60.68% | 12/10/2024 |
 XRP (XRP) | 0.4% | 0.39% | 100% | - |
 Intuit (INTU) | 0.4% | 0.82% | 34.46% | - |
 Honda (HMC) | 0.38% | 0% | 61.37% | 12/18/2024 |
 Nu (NU) | 0.35% | 0.99% | 34.46% | - |
 Walmart (WMT) | 0.34% | 0% | 65.54% | 2/4/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.32% | 0% | 24.39% | 10/16/2023 |
 Salesforce (CRM) | 0.31% | 0.46% | 49.91% | - |
 Alibaba (BABA) | 0.27% | 0% | 49.74% | 8/5/2024 |
 Datadog (DDOG) | 0.25% | 1.22% | 18.06% | - |
 IIPR (IIPR) | 0.24% | 0% | 60.68% | 12/10/2024 |
 LVMH (MC.PA) | 0.24% | 0% | 50.78% | 12/10/2024 |
 MercadoLibre (MELI) | 0.24% | 0.87% | 21.53% | - |
 Ford (F) | 0.22% | 0% | 60.68% | 12/10/2024 |
 CubeSmart (CUBE) | 0.2% | 0% | 39.93% | 8/6/2024 |
 Occidental (OXY) | 0.19% | 0% | 77.95% | 7/23/2025 |
 Coinbase (COIN) | 0.15% | 0.38% | 26.65% | - |
 Bumble (BMBL) | 0.13% | 0% | 49.74% | 8/5/2024 |
 Ceragon (CRNT) | 0.1% | 0.21% | 38.63% | - |
 Enphase (ENPH) | 0.09% | 0% | 30.38% | 7/23/2025 |
 e.l.f. (ELF) | 0.09% | 0.22% | 34.38% | - |
 Niu (NIU) | 0.08% | 0% | 49.74% | 8/5/2024 |
 The Sandbox (SAND) | 0.04% | 0% | 60.68% | 12/10/2024 |
 Tempus AI Inc (TEM.US) | 0.03% | 0% | 15.71% | 7/23/2025 |
 Toyota (TM) | 0.03% | 0% | 11.81% | 6/5/2024 |
 Intel (INTC) | 0.02% | 0% | 8.51% | 8/2/2024 |
 Sony Financial Group Inc (SFGYY) | 0.01% | 0.04% | 13.11% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.03% | 7.73% | - |
 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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