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Portfolio Diversification
Range
Most Diversified
54 instruments
August 23, 2024
Least Diversified
0 instruments
November 14, 2025
Average
48.5 instruments
Most Consistent Holdings
Top 5
AAPL99.42%
GOOG99.42%
META99.42%
MSFT99.42%
AMZN99.42%
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) | 11.54% | 17.44% | 99.42% | - |
| Apple (AAPL) | 4.13% | 4% | 99.42% | - |
 Allianz (ALV.DE) | 3.64% | 3.67% | 86.47% | - |
 Visa (V) | 3% | 2.4% | 99.42% | - |
| Meta (META) | 2.9% | 2.74% | 99.42% | - |
 AMD (AMD) | 2.85% | 5.4% | 99.42% | - |
| Microsoft (MSFT) | 2.84% | 2.09% | 99.42% | - |
 Johnson & Johnson (JNJ) | 2.68% | 4.07% | 99.42% | - |
 Coca-Cola (KO) | 2.66% | 1.83% | 99.36% | - |
 Xiaomi (1810.HK) | 2.62% | 1.37% | 99.42% | - |
 Realty Income (O) | 2.56% | 2.66% | 99.42% | - |
 BlackRock (BLK) | 2.56% | 2.21% | 99.42% | - |
 Alibaba (BABA) | 2.54% | 2.58% | 99.42% | - |
| Amazon (AMZN) | 2.36% | 2.08% | 99.42% | - |
| Alphabet (GOOG) | 2.27% | 2.66% | 99.42% | - |
 Qualcomm (QCOM) | 2.2% | 1.4% | 99.42% | - |
 Amphenol (APH) | 2.16% | 3.17% | 99.36% | - |
 Generac (GNRC) | 2.07% | 2.31% | 99.42% | - |
 ADP (ADP) | 1.98% | 1.14% | 99.42% | - |
 Adobe (ADBE) | 1.95% | 1.01% | 99.42% | - |
 PepsiCo (PEP) | 1.91% | 1.05% | 99.42% | - |
 General Mills (GIS) | 1.6% | 1.18% | 78.86% | - |
 Skyworks (SWKS) | 1.54% | 1.28% | 99.42% | - |
 AGNC (AGNC) | 1.46% | 1.67% | 99.42% | - |
 PayPal (PYPL) | 1.45% | 0.9% | 99.42% | - |
 SolarEdge (SEDG) | 1.45% | 0% | 61.67% | 12/30/2024 |
 Block Inc. (XYZ) | 1.42% | 1.23% | 99.42% | - |
 IBM (IBM) | 1.42% | 0.95% | 99.13% | - |
 LVMH (MC.PA) | 1.41% | 1.6% | 64.58% | - |
 Masimo (MASI) | 1.39% | 0% | 92.1% | 6/12/2026 |
 Cisco (CSCO) | 1.22% | 2.53% | 60.22% | - |
 BYD Electronic (00285.HK) | 1.19% | 0.86% | 99.42% | - |
 Canadian Solar (CSIQ) | 1.09% | 0% | 61.67% | 12/30/2024 |
 Disney (DIS) | 1.05% | 0.88% | 99.42% | - |
 JD.com (JD.US) | 1.01% | 0.53% | 99.42% | - |
 Amgen (AMGN) | 0.99% | 0.86% | 77.06% | - |
 TSMC (TSM) | 0.98% | 1.7% | 99.42% | - |
 TRON (TRX) | 0.96% | 0.68% | 99.42% | - |
 Broadcom (AVGO) | 0.89% | 2.01% | 45.41% | - |
 Enphase (ENPH) | 0.89% | 0% | 53.25% | 12/30/2024 |
 Alarm.com (ALRM) | 0.87% | 0.69% | 99.42% | - |
 UnitedHealth (UNH) | 0.86% | 0.82% | 69.4% | - |
 Walmart (WMT) | 0.85% | 1.39% | 59.87% | - |
 Etsy (ETSY) | 0.85% | 0% | 61.67% | 12/30/2024 |
 Starbucks (SBUX) | 0.84% | 1.17% | 59.87% | - |
 Activision Blizzard, Inc. (ATVI) | 0.75% | 0% | 36.24% | 10/16/2023 |
 STMicroelectronics (STMMI.MI) | 0.75% | 2.17% | 45.24% | - |
 Fastenal (FAST) | 0.71% | 1.61% | 45.41% | - |
 BioNTech SE (BNTX) | 0.6% | 0.36% | 99.42% | - |
 McDonald's (MCD) | 0.58% | 0.97% | 47.68% | - |
 Netflix (NFLX) | 0.44% | 0% | 42.04% | 1/24/2024 |
 American Tower (AMT) | 0.44% | 0.73% | 54.99% | - |
 Nio (NIO) | 0.4% | 0% | 61.67% | 12/30/2024 |
 Palantir (PLTR) | 0.37% | 0% | 44.43% | 3/6/2024 |
 Beyond (BBBY) | 0.17% | 0% | 53.77% | 8/15/2024 |
 Solana (SOL) | 0.14% | 0.21% | 48.78% | - |
 The Sandbox (SAND) | 0.05% | 0% | 53.19% | 8/5/2024 |
 Jaguar Health (JAGX) | 0.03% | 0% | 23.93% | 3/13/2023 |
 Flare (FLR) | 0.01% | 0.01% | 74.33% | - |
 Rolls-Royce (RR.L) | 0% | 0% | 4.88% | 6/27/2023 |
 Songbird (SGB) | 0% | 0% | 0.46% | 1/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 2.79% | 16.55% |
| Alibaba (BABA) | 5.09% | 3.9% |
| Allianz (ALV.DE) | 2.17% | 3.82% |
| Johnson & Johnson (JNJ) | 3.84% | 3.67% |
| Apple (AAPL) | 2.23% | 3.62% |
| LVMH (MC.PA) | 4.52% | 3.05% |
| Realty Income (O) | 4.11% | 3.01% |
| Amphenol (APH) | 1.18% | 3% |
| Meta (META) | 1.73% | 2.93% |
| Alphabet (GOOG) | 1.68% | 2.78% |
| BlackRock (BLK) | 1.9% | 2.37% |
| AMD (AMD) | 1.21% | 2.37% |
| Visa (V) | 1.77% | 2.33% |
| Broadcom (AVGO) | 1.47% | 2.3% |
| AGNC (AGNC) | 3.01% | 2.28% |
| Xiaomi (1810.HK) | 1.23% | 2.23% |
| Microsoft (MSFT) | 1.25% | 2.14% |
| Amazon (AMZN) | 1.53% | 2.05% |
| Cisco (CSCO) | 1.69% | 2.05% |
| General Mills (GIS) | 4% | 1.86% |
| Generac (GNRC) | 3.77% | 1.81% |
| Adobe (ADBE) | 2.81% | 1.57% |
| Coca-Cola (KO) | 1.45% | 1.55% |
| Qualcomm (QCOM) | 1.55% | 1.52% |
| Walmart (WMT) | 0.9% | 1.48% |
| BYD Electronic (00285.HK) | 1.62% | 1.43% |
| Fastenal (FAST) | 1.6% | 1.42% |
| McDonald's (MCD) | 1.46% | 1.36% |
| TSMC (TSM) | 0.53% | 1.35% |
| IBM (IBM) | 0.71% | 1.31% |
| STMicroelectronics (STMMI.MI) | 2.22% | 1.31% |
| PepsiCo (PEP) | 1.65% | 1.27% |
| Block Inc. (XYZ) | 4.1% | 1.15% |
| Masimo (MASI) | 3% | 1.15% |
| ADP (ADP) | 1.11% | 1.14% |
| Skyworks (SWKS) | 3.65% | 1.12% |
| Starbucks (SBUX) | 1.65% | 1.12% |
| PayPal (PYPL) | 4.36% | 1.04% |
| Disney (DIS) | 1.88% | 1.01% |
| American Tower (AMT) | 1.23% | 0.78% |
| Amgen (AMGN) | 0.73% | 0.73% |
| UnitedHealth (UNH) | 1.41% | 0.73% |
| Alarm.com (ALRM) | 1.6% | 0.68% |
| TRON (TRX) | 0.31% | 0.65% |
| JD.com (JD.US) | 2.42% | 0.64% |
| BioNTech SE (BNTX) | 1.42% | 0.42% |
| Solana (SOL) | 0.43% | 0.28% |
| Flare (FLR) | 0.03% | 0.01% |
| Songbird (SGB) | 0% | 0% |
Cash & Instruments Over Time
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