Holdings over time
(Since May 31, 2023)
Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
---|---|---|---|---|
NVIDIA (NVDA) | 33.7% | 0% | 38.18% | 10/15/2024 |
Coca-Cola (KO) | 22.84% | 0% | 40.04% | 3/26/2024 |
Johnson & Johnson (JNJ) | 12.58% | 0% | 39.29% | 3/26/2024 |
Apple (AAPL) | 2.99% | 0% | 9.5% | 8/20/2023 |
Alphabet (GOOG) | 2.73% | 0% | 23.46% | 3/22/2024 |
Microsoft (MSFT) | 2.52% | 0% | 7.45% | 8/11/2023 |
Alibaba (BABA) | 1.59% | 0% | 3.91% | 11/5/2024 |
ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 1.46% | 0% | 3.91% | 11/11/2024 |
Tesla (TSLA) | 1.2% | 0% | 18.06% | 3/26/2024 |
BAT (BATS.L) | 0.95% | 0% | 10.8% | 10/13/2023 |
Unity (U) | 0.65% | 0% | 2.98% | 8/16/2023 |
McDonald's (MCD) | 0.53% | 0% | 1.3% | 9/5/2023 |
Meta (META) | 0.48% | 0% | 2.79% | 8/11/2023 |
Berkshire Hathaway (BRK.B) | 0.46% | 22.4% | 2.05% | - |
Apollo (APO) | 0.45% | 22.26% | 2.05% | - |
Brookfield (BN.US) | 0.44% | 21.83% | 2.05% | - |
iShares 20+ Year Treasury Bond ETF (TLT) | 0.44% | 0% | 1.12% | 10/21/2024 |
Lockheed Martin (LMT) | 0.43% | 20.79% | 2.05% | - |
GitLab (GTLB) | 0.37% | 0% | 0.74% | 6/15/2023 |
Vanguard S&P 500 ETF (VOO) | 0.34% | 0% | 1.12% | 8/24/2023 |
British American Tobacco (BTI) | 0.32% | 0% | 1.68% | 8/25/2023 |
Amazon (AMZN) | 0.27% | 0% | 1.3% | 6/20/2023 |
Invesco QQQ (QQQ) | 0.22% | 0% | 1.49% | 6/28/2023 |
SPX500 Index (Non Expiry) (SPX500) | 0.19% | 0% | 0.19% | 6/16/2023 |
PayPal (PYPL) | 0.18% | 0% | 0.56% | 6/15/2023 |
Walmart (WMT) | 0.18% | 0% | 1.49% | 8/29/2023 |
JPMorgan (JPM) | 0.12% | 0% | 0.74% | 8/4/2023 |
Bitcoin (BTC) | 0.12% | 0% | 1.86% | 8/28/2023 |
Disney (DIS) | 0.1% | 0% | 1.12% | 6/26/2023 |
Pfizer (PFE) | 0.07% | 0% | 0.74% | 8/20/2023 |
Chevron (CVX) | 0.02% | 0% | 0.19% | 8/15/2023 |
Alphabet (GOOGL) | 0.01% | 0% | 0.74% | 6/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
Instrument | Invested | Value |
---|---|---|
Coca-Cola (KO) | 54.01% | 53.83% |
Johnson & Johnson (JNJ) | 32.54% | 32.49% |
Alphabet (GOOG) | 11.85% | 12.08% |