Portfolio Diversification
Range
Most Diversified
17 instruments
February 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10.2 instruments
Most Consistent Holdings
Top 5
CMG98.19%
COST78%
TSLA75.7%
TSM74.79%
GOOG68.31%
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 |
|---|---|---|---|---|
| Chipotle (CMG) | 10.49% | 0% | 98.19% | 5/12/2025 |
| Alphabet (GOOG) | 9.8% | 31.66% | 68.31% | - |
| TSMC (TSM) | 8.08% | 0% | 74.79% | 5/12/2025 |
| Costco (COST) | 6.43% | 0% | 78% | 1/24/2025 |
 NVIDIA (NVDA) | 5.66% | 19.47% | 64.37% | - |
| Tesla (TSLA) | 3.85% | 0% | 75.7% | 5/12/2025 |
 Microsoft (MSFT) | 3.38% | 0% | 63.63% | 4/10/2024 |
 Meta (META) | 3.03% | 0% | 66.34% | 4/18/2024 |
 Alaska Air (ALK) | 1.94% | 0% | 36.29% | 6/27/2024 |
 Disney (DIS) | 1.81% | 0% | 64.04% | 2/19/2025 |
 Bank of America (BAC) | 1.8% | 0% | 53.04% | 3/18/2024 |
 UnitedHealth (UNH) | 1.61% | 0% | 31.53% | 12/24/2024 |
 Apple (AAPL) | 1.51% | 0% | 23.89% | 1/3/2024 |
 Amazon (AMZN) | 1.24% | 0% | 46.72% | 8/18/2023 |
 Netflix (NFLX) | 1.06% | 0% | 10.51% | 5/18/2022 |
 PayPal (PYPL) | 0.94% | 0% | 22.82% | 10/19/2022 |
 Visa (V) | 0.9% | 0% | 33.91% | 4/10/2024 |
 Intuitive Surgical (ISRG) | 0.45% | 0% | 18.97% | 3/26/2024 |
 D.R. Horton (DHI) | 0.32% | 0% | 10.26% | 9/18/2024 |
 FedEx (FDX) | 0.25% | 0% | 19.7% | 3/4/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.24% | 0% | 18.64% | 3/14/2024 |
 Palantir (PLTR) | 0.14% | 0% | 6.65% | 3/23/2022 |
 Shopify (SHOP) | 0.12% | 0% | 9.2% | 5/5/2022 |
 Starbucks (SBUX) | 0.08% | 0% | 2.63% | 9/25/2024 |
 Royalty Pharma (RPRX) | 0.07% | 0% | 4.93% | 6/28/2022 |
 Oatly (OTLY) | 0.06% | 0% | 9.44% | 4/26/2022 |
 Unity (U) | 0.04% | 0% | 5.99% | 10/19/2022 |
 Rivian (RIVN) | 0.01% | 0% | 1.72% | 3/22/2022 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.33% | 3/15/2023 |
 Roblox (RBLX) | 0% | 0% | 1.72% | 3/10/2022 |
 Canadian Pacific (CP) | 0% | 0% | 1.89% | 6/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Chipotle (CMG) | 23.21% | 23.21% |
| Alphabet (GOOG) | 20.21% | 20.68% |
| TSMC (TSM) | 13.47% | 16.65% |
| NVIDIA (NVDA) | 14.92% | 12.48% |
| Disney (DIS) | 4.74% | 4.3% |
| Costco (COST) | 2.81% | 4.18% |
| Tesla (TSLA) | 2.29% | 4.14% |