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Portfolio Diversification
Range
Most Diversified
39 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.6 instruments
Most Consistent Holdings
Top 5
MSFT99.13%
AMZN99.07%
META98.9%
GOOG95.3%
NFLX84.2%
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) | 7.42% | 13.89% | 95.3% | - |
| Amazon (AMZN) | 5.12% | 7.15% | 99.07% | - |
 NVIDIA (NVDA) | 4.8% | 11.24% | 77.47% | - |
| Microsoft (MSFT) | 4.72% | 9.9% | 99.13% | - |
| Meta (META) | 4.69% | 7.38% | 98.9% | - |
 Apple (AAPL) | 3.68% | 7.01% | 77.18% | - |
 Berkshire Hathaway (BRK.B) | 3.55% | 0% | 83.45% | 1/16/2026 |
 Alibaba (BABA) | 3.03% | 0% | 71.84% | 6/24/2025 |
 Tencent (0700.HK) | 2.94% | 0% | 72.59% | 7/7/2025 |
 UnitedHealth (UNH) | 2.12% | 0% | 39.37% | 8/4/2026 |
 Visa (V) | 2.1% | 0% | 77.7% | 11/20/2025 |
 Salesforce (CRM) | 1.94% | 0% | 73.17% | 3/31/2026 |
| Netflix (NFLX) | 1.88% | 1.85% | 84.2% | - |
 Broadcom (AVGO) | 1.43% | 0% | 38.1% | 1/20/2026 |
 Disney (DIS) | 1.19% | 0% | 55.46% | 5/19/2025 |
 3M (MMM) | 1.07% | 0% | 45.82% | 5/19/2025 |
 BOGG (BGEO.L) | 1.04% | 5.84% | 18.87% | - |
 PG&E (PCG) | 0.85% | 0% | 22.88% | 2/22/2023 |
 Bayer (BAYN.DE) | 0.81% | 0% | 20.85% | 1/17/2023 |
 Intel (INTC) | 0.76% | 0% | 36.3% | 3/21/2024 |
 Accenture (ACN) | 0.71% | 0% | 28.8% | 8/27/2025 |
 CVS Health (CVS) | 0.69% | 0% | 16.26% | 11/20/2025 |
 UNFI (UNFI) | 0.69% | 0% | 18% | 11/21/2022 |
 Adobe (ADBE) | 0.63% | 0% | 22.82% | 2/21/2023 |
 Royal Caribbean (RCL) | 0.62% | 0% | 22.82% | 2/21/2023 |
 Sofina (SOF.BR) | 0.61% | 0% | 21.95% | 2/6/2023 |
 Electricite de France SA (EDF.PA_old) | 0.61% | 0% | 12.72% | 8/31/2022 |
 Booking (BKNG) | 0.6% | 0% | 11.73% | 8/13/2026 |
 KKR (KKR) | 0.6% | 0% | 20.44% | 6/3/2025 |
 LyondellBasell (LYB) | 0.59% | 0% | 27.53% | 3/25/2024 |
 JD.com (JD.US) | 0.58% | 0% | 28.4% | 5/30/2023 |
 Carnival (CCL) | 0.55% | 0% | 22.82% | 2/21/2023 |
 Argan (ARG.PA) | 0.53% | 0% | 12.89% | 7/21/2026 |
 Meituan (03690.HK) | 0.51% | 0% | 28.4% | 5/30/2023 |
 PayPal (PYPL) | 0.49% | 0% | 24.8% | 3/31/2026 |
 Linde (LIN) | 0.47% | 0% | 19.4% | 5/19/2025 |
 Baidu (BIDU) | 0.46% | 0% | 21.95% | 2/6/2023 |
 CarMax (KMX) | 0.43% | 0% | 21.66% | 2/21/2023 |
 Citi (C) | 0.43% | 0% | 21.25% | 2/21/2023 |
 Cisco (CSCO) | 0.41% | 0% | 20.09% | 11/17/2023 |
 Starbucks (SBUX) | 0.39% | 0% | 12.89% | 1/5/2024 |
 Fiserv Inc (FISV.RTH) | 0.38% | 4.89% | 7.14% | - |
 Mondelez (MDLZ) | 0.3% | 0% | 17.48% | 2/15/2024 |
 Costco (COST) | 0.29% | 0% | 21.49% | 6/24/2025 |
 Kroger (KR) | 0.29% | 0% | 16.61% | 4/9/2024 |
 AT&T (T.US) | 0.28% | 0% | 15.68% | 3/25/2024 |
 Procter & Gamble (PG) | 0.24% | 0% | 15.74% | 4/9/2024 |
 Lululemon Athletica Inc (LULU.RTH) | 0.24% | 3.68% | 5.69% | - |
 Scorpio Tankers (STNG) | 0.24% | 0% | 6.91% | 1/5/2026 |
 Celsius (CELH) | 0.23% | 0% | 6.27% | 1/30/2026 |
 S&P Global (SPGI) | 0.23% | 5.17% | 4.88% | - |
 Zoetis (ZTS) | 0.22% | 5.36% | 4.3% | - |
 Oracle (ORCL) | 0.21% | 0% | 15.97% | 12/15/2025 |
 US Bancorp (USB) | 0.2% | 0% | 13.36% | 4/9/2024 |
 Nice (NICE) | 0.2% | 3.33% | 5.98% | - |
 IBM (IBM) | 0.2% | 2.87% | 10.69% | - |
 Comcast (CMCSA) | 0.18% | 0% | 17.07% | 11/9/2023 |
 SAP (SAP) | 0.18% | 3.7% | 5.23% | - |
 Goldman Sachs (GS) | 0.17% | 0% | 7.78% | 6/3/2022 |
 American Airlines (AAL) | 0.16% | 0% | 10.8% | 3/25/2024 |
 GE (GE) | 0.16% | 0% | 14.92% | 6/11/2024 |
 Union Pacific (UNP) | 0.16% | 0% | 11.67% | 4/15/2024 |
 Charles Schwab (SCHW) | 0.15% | 0% | 11.67% | 5/27/2024 |
 American Tower (AMT) | 0.14% | 0% | 7.67% | 3/21/2024 |
 Verizon (VZ) | 0.14% | 0% | 10.98% | 3/21/2024 |
 Lowe's (LOW) | 0.12% | 0% | 7.26% | 4/15/2024 |
 Unilever (ULVR.L) | 0.12% | 0% | 5.69% | 4/29/2022 |
 Philip Morris (PM) | 0.12% | 0% | 7.08% | 1/24/2024 |
 VMware (VMW) | 0.12% | 0% | 5.98% | 5/24/2022 |
 Invesco Physical Gold ETC (8PSG.DE) | 0.11% | 0% | 4.01% | 4/9/2026 |
 Eli Lilly (LLY) | 0.11% | 0% | 2.44% | 7/15/2025 |
 Supermicro (SMCI) | 0.11% | 0% | 3.31% | 9/2/2025 |
 Coca-Cola (KO) | 0.11% | 0% | 6.91% | 4/9/2024 |
 AIG (AIG) | 0.11% | 0% | 11.67% | 4/15/2024 |
 Caterpillar (CAT) | 0.1% | 0% | 10.1% | 6/11/2024 |
 Take-Two (TTWO) | 0.1% | 0% | 8.89% | 12/30/2024 |
 Duke Energy (DUK) | 0.1% | 0% | 5.63% | 3/19/2024 |
 UMG (UMG.NV) | 0.1% | 2.7% | 3.83% | - |
 dLocal (DLO) | 0.09% | 2.51% | 3.83% | - |
 Nike (NKE) | 0.09% | 0% | 9.41% | 1/5/2024 |
 United Airlines (UAL) | 0.08% | 0% | 4.18% | 4/9/2024 |
 Medtronic (MDT.US) | 0.07% | 0% | 4.41% | 3/19/2024 |
 U.S. Steel (X) | 0.07% | 0% | 8.71% | 5/4/2023 |
 CK Hutchison (00001.HK) | 0.07% | 0% | 2.03% | 2/4/2022 |
 Bank of America (BAC) | 0.06% | 0% | 6.1% | 4/9/2024 |
 eBay (EBAY) | 0.06% | 0% | 4.24% | 3/25/2024 |
 Wise (WISE.L) | 0.05% | 0% | 1.68% | 2/6/2026 |
 Morgan Stanley (MS) | 0.05% | 0% | 6.1% | 3/25/2024 |
 Merck (MRK) | 0.05% | 0% | 4.76% | 3/21/2024 |
 RELX (REL.L) | 0.05% | 0% | 0.81% | 7/24/2026 |
 Vistra (VST) | 0.05% | 0% | 1.57% | 1/27/2022 |
 Danaher (DHR) | 0.04% | 0% | 2.44% | 3/19/2024 |
 Discovery Inc (DISCA) | 0.04% | 0% | 1.22% | 1/21/2022 |
 Palantir (PLTR) | 0.04% | 0% | 1.22% | 1/21/2022 |
 Occidental (OXY) | 0.04% | 0% | 4.01% | 12/4/2023 |
 Exelon (EXC) | 0.03% | 0% | 2.26% | 5/16/2023 |
 Ferrari (RACE) | 0.03% | 0% | 1.16% | 12/10/2025 |
 Enel (ENEL.MI) | 0.03% | 0% | 1.51% | 2/2/2022 |
 Lockheed Martin (LMT) | 0.03% | 0% | 1.16% | 1/20/2022 |
 Halliburton (HAL) | 0.03% | 0% | 1.68% | 12/8/2023 |
 BILL (BILL) | 0.03% | 0% | 0.75% | 1/5/2026 |
 Beyond Meat (BYND) | 0.02% | 0% | 1.22% | 1/21/2022 |
 WaFd (WAFD) | 0.02% | 0% | 2.96% | 7/24/2024 |
 Schlumberger (SLB) | 0.02% | 0% | 1.45% | 11/17/2023 |
 Corsair (CRSR) | 0.02% | 0% | 1.1% | 1/19/2022 |
 DuPont (DD) | 0.02% | 0% | 1.16% | 1/25/2024 |
 Gilead Sciences (GILD) | 0.02% | 0% | 2.03% | 2/8/2024 |
 SLM (SLM) | 0.02% | 0% | 0.46% | 1/28/2026 |
 Inmode (INMD) | 0.01% | 0% | 0.35% | 1/26/2026 |
 Xtrackers Physical Silver ETC (XAD6.DE) | 0.01% | 0% | 0.46% | 2/6/2026 |
 Yelp (YELP) | 0.01% | 0% | 0.29% | 1/14/2026 |
 Newmont (NEM) | 0.01% | 0% | 0.52% | 12/13/2023 |
 Flow Traders (FLOW.NV) | 0.01% | 0% | 0.17% | 1/8/2026 |
 GE Vernova (GEV) | 0% | 0% | 0.35% | 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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