Portfolio Diversification
Range
Most Diversified
39 instruments
February 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
META99.91%
MSFT99.91%
AMZN99.91%
BRK.B99.91%
BABA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 3.99% | 0% | 99.91% | 2/1/2025 |
| Alibaba (BABA) | 3.82% | 0% | 99.91% | 2/1/2025 |
 Tencent (0700.HK) | 3.7% | 0% | 99.91% | 2/1/2025 |
 Alphabet (GOOG) | 3.69% | 0% | 93.98% | 2/1/2025 |
| Meta (META) | 3.56% | 0% | 99.91% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 3.42% | 0% | 99.91% | 2/1/2025 |
| Microsoft (MSFT) | 3.36% | 0% | 99.91% | 2/1/2025 |
 Salesforce (CRM) | 2.38% | 0% | 95.89% | 2/1/2025 |
 Visa (V) | 2.25% | 0% | 95.89% | 2/1/2025 |
 Apple (AAPL) | 1.99% | 0% | 65.42% | 2/1/2025 |
 Netflix (NFLX) | 1.85% | 0% | 95.26% | 2/1/2025 |
 NVIDIA (NVDA) | 1.72% | 0% | 66.33% | 2/1/2025 |
 Disney (DIS) | 1.55% | 0% | 77.46% | 2/1/2025 |
 PG&E (PCG) | 1.33% | 0% | 35.95% | 2/22/2023 |
 3M (MMM) | 1.31% | 0% | 62.32% | 2/1/2025 |
 Bayer (BAYN.DE) | 1.27% | 0% | 32.76% | 1/17/2023 |
 Intel (INTC) | 1.2% | 0% | 57.03% | 3/21/2024 |
 UNFI (UNFI) | 1.08% | 0% | 28.28% | 11/21/2022 |
 Adobe (ADBE) | 0.99% | 0% | 35.86% | 2/21/2023 |
 Royal Caribbean (RCL) | 0.98% | 0% | 35.86% | 2/21/2023 |
 Sofina (SOF.BR) | 0.96% | 0% | 34.49% | 2/6/2023 |
 Electricite de France SA (EDF.PA_old) | 0.96% | 0% | 19.98% | 8/31/2022 |
 LyondellBasell (LYB) | 0.93% | 0% | 43.25% | 3/25/2024 |
 JD.com (JD.US) | 0.9% | 0% | 44.62% | 5/30/2023 |
 Carnival (CCL) | 0.86% | 0% | 35.86% | 2/21/2023 |
 UnitedHealth (UNH) | 0.85% | 0% | 30.93% | 1/17/2023 |
 Meituan (03690.HK) | 0.81% | 0% | 44.62% | 5/30/2023 |
 Baidu (BIDU) | 0.73% | 0% | 34.49% | 2/6/2023 |
 Broadcom (AVGO) | 0.71% | 0% | 28.28% | 2/1/2025 |
 KKR (KKR) | 0.69% | 0% | 22.17% | 1/19/2023 |
 CarMax (KMX) | 0.68% | 0% | 34.03% | 2/21/2023 |
 Citi (C) | 0.68% | 0% | 33.39% | 2/21/2023 |
 Cisco (CSCO) | 0.65% | 0% | 31.57% | 11/17/2023 |
 Starbucks (SBUX) | 0.62% | 0% | 20.26% | 1/5/2024 |
 PayPal (PYPL) | 0.62% | 0% | 32.85% | 2/21/2023 |
 Accenture (ACN) | 0.56% | 0% | 26.46% | 2/1/2025 |
 Mondelez (MDLZ) | 0.47% | 0% | 27.46% | 2/15/2024 |
 Kroger (KR) | 0.45% | 0% | 26.09% | 4/9/2024 |
 AT&T (T) | 0.44% | 0% | 24.64% | 3/25/2024 |
 Linde (LIN) | 0.44% | 0% | 20.8% | 2/1/2025 |
 Procter & Gamble (PG) | 0.38% | 0% | 24.73% | 4/9/2024 |
 US Bancorp (USB) | 0.31% | 0% | 20.99% | 4/9/2024 |
 Comcast (CMCSA) | 0.29% | 0% | 26.82% | 11/9/2023 |
 Oracle (ORCL) | 0.26% | 0% | 22.81% | 9/25/2023 |
 Goldman Sachs (GS) | 0.26% | 0% | 12.23% | 6/3/2022 |
 American Airlines (AAL) | 0.25% | 0% | 16.97% | 3/25/2024 |
 GE (GE) | 0.25% | 0% | 23.45% | 6/11/2024 |
 Union Pacific (UNP) | 0.25% | 0% | 18.34% | 4/15/2024 |
 Charles Schwab (SCHW) | 0.24% | 0% | 18.34% | 5/27/2024 |
 American Tower (AMT) | 0.23% | 0% | 12.04% | 3/21/2024 |
 Costco (COST) | 0.23% | 0% | 20.8% | 2/1/2025 |
 Verizon (VZ) | 0.22% | 0% | 17.24% | 3/21/2024 |
 Lowe's (LOW) | 0.19% | 0% | 11.41% | 4/15/2024 |
 CVS Health (CVS) | 0.19% | 0% | 11.13% | 4/9/2024 |
 Unilever (ULVR.L) | 0.19% | 0% | 8.94% | 4/29/2022 |
 Philip Morris (PM) | 0.18% | 0% | 11.13% | 1/24/2024 |
 VMware (VMW) | 0.18% | 0% | 9.4% | 5/24/2022 |
 Coca-Cola (KO) | 0.18% | 0% | 10.86% | 4/9/2024 |
 AIG (AIG) | 0.17% | 0% | 18.34% | 4/15/2024 |
 Caterpillar (CAT) | 0.15% | 0% | 15.88% | 6/11/2024 |
 Take-Two (TTWO) | 0.15% | 0% | 13.96% | 12/30/2024 |
 Duke Energy (DUK) | 0.15% | 0% | 8.85% | 3/19/2024 |
 Nike (NKE) | 0.15% | 0% | 14.78% | 1/5/2024 |
 United Airlines (UAL) | 0.13% | 0% | 6.57% | 4/9/2024 |
 Medtronic (MDT.US) | 0.12% | 0% | 6.93% | 3/19/2024 |
 U.S. Steel (X) | 0.11% | 0% | 13.69% | 5/4/2023 |
 CK Hutchison (00001.HK) | 0.1% | 0% | 3.19% | 2/4/2022 |
 Bank of America (BAC) | 0.09% | 0% | 9.58% | 4/9/2024 |
 eBay (EBAY) | 0.09% | 0% | 6.66% | 3/25/2024 |
 IBM (IBM) | 0.08% | 0% | 8.58% | 4/9/2024 |
 Morgan Stanley (MS) | 0.08% | 0% | 9.58% | 3/25/2024 |
 Merck (MRK) | 0.08% | 0% | 7.48% | 3/21/2024 |
 Vistra (VST) | 0.07% | 0% | 2.46% | 1/27/2022 |
 Danaher (DHR) | 0.06% | 0% | 3.83% | 3/19/2024 |
 Discovery Inc (DISCA) | 0.06% | 0% | 1.92% | 1/21/2022 |
 Palantir (PLTR) | 0.06% | 0% | 1.92% | 1/21/2022 |
 Occidental (OXY) | 0.06% | 0% | 6.3% | 12/4/2023 |
 Exelon (EXC) | 0.05% | 0% | 3.56% | 5/16/2023 |
 Enel (ENEL.MI) | 0.05% | 0% | 2.37% | 2/2/2022 |
 Lockheed Martin (LMT) | 0.05% | 0% | 1.82% | 1/20/2022 |
 Halliburton (HAL) | 0.05% | 0% | 2.65% | 12/8/2023 |
 Beyond Meat (BYND) | 0.04% | 0% | 1.92% | 1/21/2022 |
 WaFd (WAFD) | 0.04% | 0% | 4.65% | 7/24/2024 |
 Schlumberger (SLB) | 0.03% | 0% | 2.28% | 11/17/2023 |
 Corsair (CRSR) | 0.03% | 0% | 1.73% | 1/19/2022 |
 DuPont (DD) | 0.03% | 0% | 1.82% | 1/25/2024 |
 Gilead Sciences (GILD) | 0.03% | 0% | 3.19% | 2/8/2024 |
 Newmont (NEM) | 0.01% | 0% | 0.82% | 12/13/2023 |
 GE Vernova (GEV) | 0% | 0% | 0.55% | 4/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.83% | 11.09% |
| NVIDIA (NVDA) | 8.59% | 7.9% |
| Apple (AAPL) | 5.26% | 7.07% |
| Amazon (AMZN) | 5.84% | 6.87% |
| Tencent (0700.HK) | 9.28% | 6.34% |
| Microsoft (MSFT) | 5.84% | 6.26% |
| Meta (META) | 3.44% | 5.75% |
| Berkshire Hathaway (BRK.B) | 3.09% | 5.52% |
| Alibaba (BABA) | 14.08% | 5.41% |
| Broadcom (AVGO) | 3.44% | 4.96% |
| Salesforce (CRM) | 3.61% | 4.55% |
| Disney (DIS) | 3.44% | 3.6% |
| Visa (V) | 2.82% | 3.4% |
| 3M (MMM) | 3.44% | 3.35% |
| Accenture (ACN) | 3.44% | 3.22% |
| Netflix (NFLX) | 1.89% | 3.08% |
| Linde (LIN) | 3.44% | 2.79% |
| Costco (COST) | 1.72% | 1.56% |