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Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
13.7 instruments
Most Consistent Holdings
Top 5
GOOG99.81%
MSFT99.81%
AMZN99.81%
BAC99.81%
NFLX99.81%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 25.77% | 38.13% | 99.68% | - |
| Alphabet (GOOG) | 8.91% | 10.2% | 99.81% | - |
 Costco (COST) | 8.74% | 6.07% | 99.68% | - |
| Microsoft (MSFT) | 7.31% | 3.97% | 99.81% | - |
 American Express (AXP) | 6.63% | 4.5% | 99.68% | - |
 Lockheed Martin (LMT) | 5.47% | 2.78% | 99.68% | - |
| Bank of America (BAC) | 4.87% | 2.99% | 99.81% | - |
| Netflix (NFLX) | 4.76% | 3.6% | 99.81% | - |
 Tesla (TSLA) | 4.69% | 3.43% | 99.62% | - |
| Amazon (AMZN) | 4.27% | 3.33% | 99.81% | - |
 Palantir (PLTR) | 3.96% | 6.42% | 99.81% | - |
 Disney (DIS) | 3.52% | 1.54% | 99.75% | - |
 Dell (DELL) | 3.3% | 10.46% | 51.68% | - |
 Shopify (SHOP) | 3.04% | 2.01% | 99.81% | - |
 Twitter (TWTR) | 1.34% | 0% | 18.18% | 10/28/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 8.47% | 36.46% |
| Alphabet (GOOG) | 7.21% | 9.31% |
| Palantir (PLTR) | 1.8% | 9.22% |
| American Express (AXP) | 5.4% | 5.89% |
| Costco (COST) | 7.21% | 5.62% |
| Microsoft (MSFT) | 7.21% | 5.06% |
| Dell (DELL) | 12% | 4.93% |
| Netflix (NFLX) | 7.21% | 4.2% |
| Tesla (TSLA) | 7.64% | 3.99% |
| Bank of America (BAC) | 5.4% | 3.51% |
| Shopify (SHOP) | 7.21% | 3.47% |
| Amazon (AMZN) | 7.21% | 3.19% |
| Lockheed Martin (LMT) | 7.21% | 2.79% |
| Disney (DIS) | 7.21% | 1.88% |
Cash & Instruments Over Time
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