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Portfolio Diversification
Range
Most Diversified
39 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.8 instruments
Most Consistent Holdings
Top 5
MSFT99.22%
AMZN99.16%
META98.99%
GOOG95.28%
BRK.B85.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 7.25% | 13.9% | 95.28% | - |
| Amazon (AMZN) | 5.07% | 6.98% | 99.16% | - |
 NVIDIA (NVDA) | 4.63% | 11.61% | 76.96% | - |
| Meta (META) | 4.61% | 6.46% | 98.99% | - |
| Microsoft (MSFT) | 4.59% | 9.48% | 99.22% | - |
| Berkshire Hathaway (BRK.B) | 3.65% | 0% | 85.79% | 1/16/2026 |
 Apple (AAPL) | 3.59% | 6.75% | 76.66% | - |
 Alibaba (BABA) | 3.12% | 0% | 73.85% | 6/24/2025 |
 Tencent (0700.HK) | 3.03% | 0% | 74.63% | 7/7/2025 |
 UnitedHealth (UNH) | 2.18% | 0% | 40.48% | 8/4/2026 |
 Visa (V) | 2.16% | 0% | 79.88% | 11/20/2025 |
 Salesforce (CRM) | 2% | 0% | 75.22% | 3/31/2026 |
 Netflix (NFLX) | 1.88% | 2.34% | 83.88% | - |
 Broadcom (AVGO) | 1.47% | 0% | 39.16% | 1/20/2026 |
 Disney (DIS) | 1.22% | 0% | 57.01% | 5/19/2025 |
 3M (MMM) | 1.1% | 0% | 47.1% | 5/19/2025 |
 BOGG (BGEO.L) | 0.9% | 6.36% | 16.72% | - |
 PG&E (PCG) | 0.87% | 0% | 23.52% | 2/22/2023 |
 Bayer (BAYN.DE) | 0.83% | 0% | 21.43% | 1/17/2023 |
 Intel (INTC) | 0.78% | 0% | 37.31% | 3/21/2024 |
 Accenture (ACN) | 0.73% | 0% | 29.61% | 8/27/2025 |
 CVS Health (CVS) | 0.71% | 0% | 16.72% | 11/20/2025 |
 UNFI (UNFI) | 0.71% | 0% | 18.51% | 11/21/2022 |
 Adobe (ADBE) | 0.65% | 0% | 23.46% | 2/21/2023 |
 Royal Caribbean (RCL) | 0.64% | 0% | 23.46% | 2/21/2023 |
 Sofina (SOF.BR) | 0.63% | 0% | 22.57% | 2/6/2023 |
 Electricite de France SA (EDF.PA_old) | 0.62% | 0% | 13.07% | 8/31/2022 |
 Booking (BKNG) | 0.62% | 0% | 12.06% | 8/13/2026 |
 KKR (KKR) | 0.61% | 0% | 21.01% | 6/3/2025 |
 LyondellBasell (LYB) | 0.61% | 0% | 28.3% | 3/25/2024 |
 JD.com (JD.US) | 0.59% | 0% | 29.19% | 5/30/2023 |
 Carnival (CCL) | 0.56% | 0% | 23.46% | 2/21/2023 |
 Argan (ARG.PA) | 0.54% | 0% | 13.25% | 7/21/2026 |
 Meituan (03690.HK) | 0.53% | 0% | 29.19% | 5/30/2023 |
 PayPal (PYPL) | 0.5% | 0% | 25.49% | 3/31/2026 |
 Linde (LIN) | 0.48% | 0% | 19.94% | 5/19/2025 |
 Baidu (BIDU) | 0.48% | 0% | 22.57% | 2/6/2023 |
 CarMax (KMX) | 0.44% | 0% | 22.27% | 2/21/2023 |
 Citi (C) | 0.44% | 0% | 21.85% | 2/21/2023 |
 Cisco (CSCO) | 0.42% | 0% | 20.66% | 11/17/2023 |
 Starbucks (SBUX) | 0.41% | 0% | 13.25% | 1/5/2024 |
 Mondelez (MDLZ) | 0.31% | 0% | 17.97% | 2/15/2024 |
 Costco (COST) | 0.3% | 0% | 22.09% | 6/24/2025 |
 Kroger (KR) | 0.29% | 0% | 17.07% | 4/9/2024 |
 AT&T (T.US) | 0.29% | 0% | 16.12% | 3/25/2024 |
 Fiserv Inc (FISV.RTH) | 0.26% | 5.3% | 4.66% | - |
 Procter & Gamble (PG) | 0.25% | 0% | 16.18% | 4/9/2024 |
 Scorpio Tankers (STNG) | 0.24% | 0% | 7.1% | 1/5/2026 |
 Celsius (CELH) | 0.24% | 0% | 6.45% | 1/30/2026 |
 Oracle (ORCL) | 0.21% | 0% | 16.42% | 12/15/2025 |
 US Bancorp (USB) | 0.21% | 0% | 13.73% | 4/9/2024 |
 Comcast (CMCSA) | 0.19% | 0% | 17.55% | 11/9/2023 |
 Goldman Sachs (GS) | 0.17% | 0% | 8% | 6/3/2022 |
 American Airlines (AAL) | 0.17% | 0% | 11.1% | 3/25/2024 |
 GE (GE) | 0.16% | 0% | 15.34% | 6/11/2024 |
 Union Pacific (UNP) | 0.16% | 0% | 12% | 4/15/2024 |
 Charles Schwab (SCHW) | 0.16% | 0% | 12% | 5/27/2024 |
 American Tower (AMT) | 0.15% | 0% | 7.88% | 3/21/2024 |
 Lululemon Athletica Inc (LULU.RTH) | 0.15% | 4.45% | 3.16% | - |
 Verizon (VZ) | 0.14% | 0% | 11.28% | 3/21/2024 |
 IBM (IBM) | 0.13% | 2.77% | 8.3% | - |
 Lowe's (LOW) | 0.13% | 0% | 7.46% | 4/15/2024 |
 Unilever (ULVR.L) | 0.13% | 0% | 5.85% | 4/29/2022 |
 Philip Morris (PM) | 0.12% | 0% | 7.28% | 1/24/2024 |
 VMware (VMW) | 0.12% | 0% | 6.15% | 5/24/2022 |
 Nice (NICE) | 0.12% | 3.13% | 3.46% | - |
 Invesco Physical Gold ETC (8PSG.DE) | 0.12% | 0% | 4.12% | 4/9/2026 |
 Eli Lilly (LLY) | 0.12% | 0% | 2.51% | 7/15/2025 |
 Supermicro (SMCI) | 0.12% | 0% | 3.4% | 9/2/2025 |
 Coca-Cola (KO) | 0.12% | 0% | 7.1% | 4/9/2024 |
 AIG (AIG) | 0.11% | 0% | 12% | 4/15/2024 |
 S&P Global (SPGI) | 0.1% | 5.27% | 2.33% | - |
 Caterpillar (CAT) | 0.1% | 0% | 10.39% | 6/11/2024 |
 Take-Two (TTWO) | 0.1% | 0% | 9.13% | 12/30/2024 |
 Duke Energy (DUK) | 0.1% | 0% | 5.79% | 3/19/2024 |
 Nike (NKE) | 0.1% | 0% | 9.67% | 1/5/2024 |
 SAP (SAP) | 0.09% | 3.48% | 2.69% | - |
 Zoetis (ZTS) | 0.09% | 5.14% | 1.73% | - |
 United Airlines (UAL) | 0.08% | 0% | 4.3% | 4/9/2024 |
 Medtronic (MDT.US) | 0.08% | 0% | 4.54% | 3/19/2024 |
 U.S. Steel (X) | 0.07% | 0% | 8.96% | 5/4/2023 |
 CK Hutchison (00001.HK) | 0.07% | 0% | 2.09% | 2/4/2022 |
 Bank of America (BAC) | 0.06% | 0% | 6.27% | 4/9/2024 |
 eBay (EBAY) | 0.06% | 0% | 4.36% | 3/25/2024 |
 Wise (WISE.L) | 0.05% | 0% | 1.73% | 2/6/2026 |
 Morgan Stanley (MS) | 0.05% | 0% | 6.27% | 3/25/2024 |
 Merck (MRK) | 0.05% | 0% | 4.9% | 3/21/2024 |
 RELX (REL.L) | 0.05% | 0% | 0.84% | 7/24/2026 |
 Vistra (VST) | 0.05% | 0% | 1.61% | 1/27/2022 |
 Danaher (DHR) | 0.04% | 0% | 2.51% | 3/19/2024 |
 Discovery Inc (DISCA) | 0.04% | 0% | 1.25% | 1/21/2022 |
 Palantir (PLTR) | 0.04% | 0% | 1.25% | 1/21/2022 |
 Occidental (OXY) | 0.04% | 0% | 4.12% | 12/4/2023 |
 Exelon (EXC) | 0.04% | 0% | 2.33% | 5/16/2023 |
 Ferrari (RACE) | 0.04% | 0% | 1.19% | 12/10/2025 |
 Enel (ENEL.MI) | 0.03% | 0% | 1.55% | 2/2/2022 |
 Lockheed Martin (LMT) | 0.03% | 0% | 1.19% | 1/20/2022 |
 UMG (UMG.NV) | 0.03% | 2.41% | 1.25% | - |
 dLocal (DLO) | 0.03% | 2.59% | 1.25% | - |
 Halliburton (HAL) | 0.03% | 0% | 1.73% | 12/8/2023 |
 BILL (BILL) | 0.03% | 0% | 0.78% | 1/5/2026 |
 Beyond Meat (BYND) | 0.03% | 0% | 1.25% | 1/21/2022 |
 WaFd (WAFD) | 0.03% | 0% | 3.04% | 7/24/2024 |
 Schlumberger (SLB) | 0.02% | 0% | 1.49% | 11/17/2023 |
 Corsair (CRSR) | 0.02% | 0% | 1.13% | 1/19/2022 |
 DuPont (DD) | 0.02% | 0% | 1.19% | 1/25/2024 |
 Gilead Sciences (GILD) | 0.02% | 0% | 2.09% | 2/8/2024 |
 SLM (SLM) | 0.02% | 0% | 0.48% | 1/28/2026 |
 Inmode (INMD) | 0.01% | 0% | 0.36% | 1/26/2026 |
 Xtrackers Physical Silver ETC (XAD6.DE) | 0.01% | 0% | 0.48% | 2/6/2026 |
 Yelp (YELP) | 0.01% | 0% | 0.3% | 1/14/2026 |
 Newmont (NEM) | 0.01% | 0% | 0.54% | 12/13/2023 |
 Flow Traders (FLOW.NV) | 0.01% | 0% | 0.18% | 1/8/2026 |
 GE Vernova (GEV) | 0% | 0% | 0.36% | 4/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 11.67% | 18.85% |
| NVIDIA (NVDA) | 11.36% | 11.3% |
| UnitedHealth (UNH) | 14.08% | 9.2% |
| Meta (META) | 6.81% | 8.22% |
| Apple (AAPL) | 6.95% | 7.91% |
| Berkshire Hathaway (BRK.B) | 6.36% | 7.83% |
| Amazon (AMZN) | 7.72% | 7.45% |
| Microsoft (MSFT) | 7.72% | 7.4% |
| Broadcom (AVGO) | 3.14% | 5.28% |
| BILL (BILL) | 5.53% | 3.53% |
| BOGG (BGEO.L) | 4.54% | 3.47% |
| Celsius (CELH) | 5% | 3.37% |
| Argan (ARG.PA) | 4.54% | 3.04% |
| Scorpio Tankers (STNG) | 4.54% | 3.02% |
Cash & Instruments Over Time
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