Portfolio Diversification
Range
Most Diversified
23 instruments
September 23, 2025
Least Diversified
0 instruments
May 25, 2022
Average
7.8 instruments
Most Consistent Holdings
Top 5
NVDA87.4%
TSLA63.59%
JPM53.13%
IBM49.42%
SBUX46.95%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 25, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 21.65% | 6.37% | 87.4% | - |
| Tesla (TSLA) | 7.45% | 5.29% | 63.59% | - |
 Meta (META) | 5.51% | 2.38% | 26.61% | - |
| Starbucks (SBUX) | 5.15% | 0% | 46.95% | 2/29/2024 |
 TSMC (TSM) | 4.51% | 9.56% | 39.7% | - |
 Apple (AAPL) | 4.39% | 8.29% | 36.82% | - |
| IBM (IBM) | 3.46% | 0% | 49.42% | 10/17/2024 |
 Alphabet (GOOG) | 3.45% | 5.51% | 32.95% | - |
| JPMorgan (JPM) | 3.35% | 2.61% | 53.13% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.31% | 0% | 21.42% | 8/12/2025 |
 Broadcom (AVGO) | 1.92% | 4.21% | 18.62% | - |
 Goldman Sachs (GS) | 1.87% | 0% | 25.12% | 6/27/2025 |
 UBS (UBS) | 1.64% | 0% | 32.54% | 8/22/2025 |
 Oracle (ORCL) | 1.37% | 5.81% | 19.44% | - |
 Vistra (VST) | 1.3% | 4.21% | 23.15% | - |
 Palantir (PLTR) | 1.12% | 5.63% | 15.57% | - |
 Bitcoin (BTC) | 1.09% | 0% | 3.62% | 6/5/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.97% | 9.58% | 15.65% | - |
 Logitech (LOGI) | 0.95% | 0% | 12.6% | 2/20/2024 |
 GitLab (GTLB) | 0.83% | 0% | 10.05% | 10/10/2023 |
 MercadoLibre (MELI) | 0.75% | 0% | 5.68% | 9/6/2024 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.69% | 0% | 6.1% | 6/28/2024 |
 Microsoft (MSFT) | 0.65% | 0% | 3.38% | 7/9/2024 |
 Nu (NU) | 0.53% | 0% | 2.8% | 8/23/2024 |
 Coca-Cola (KO) | 0.52% | 0% | 7.17% | 10/17/2024 |
 HCA (HCA) | 0.44% | 4.34% | 9.64% | - |
 Zoom (ZM) | 0.42% | 0% | 4.04% | 10/14/2024 |
 Alibaba (BABA) | 0.33% | 3.17% | 6.01% | - |
 Snowflake (SNOW) | 0.33% | 0% | 4.53% | 10/6/2023 |
 AMD (AMD) | 0.31% | 0% | 3.29% | 9/4/2024 |
 Crowdstrike (CRWD) | 0.29% | 2.77% | 9.72% | - |
 Kellanova (K) | 0.27% | 0% | 2.47% | 11/29/2024 |
 AbbVie (ABBV) | 0.25% | 0% | 12.69% | 9/30/2025 |
 Micron (MU) | 0.25% | 4.06% | 8.15% | - |
 Ericsson (ERIC-A.ST) | 0.25% | 0% | 2.55% | 8/18/2022 |
 Chewy (CHWY) | 0.19% | 0% | 1.65% | 9/11/2024 |
 Moody's (MCO) | 0.18% | 0% | 1.48% | 8/19/2024 |
 Wells Fargo (WFC) | 0.17% | 0% | 7% | 10/15/2025 |
 Amphenol (APH) | 0.16% | 0% | 5.6% | 8/19/2025 |
 Credicorp (BAP) | 0.16% | 0% | 4.61% | 8/19/2025 |
 eToro Group LTD (ETOR) | 0.13% | 0% | 1.89% | 6/6/2025 |
 Applied Materials (AMAT) | 0.13% | 3.43% | 5.52% | - |
 NRG Energy (NRG) | 0.12% | 0% | 4.12% | 6/27/2025 |
 Amazon (AMZN) | 0.12% | 0% | 1.81% | 5/3/2024 |
 Braze (BRZE) | 0.1% | 0% | 0.91% | 9/6/2024 |
 Disney (DIS) | 0.08% | 1.54% | 4.7% | - |
 Uber (UBER) | 0.08% | 0% | 0.74% | 3/15/2024 |
 StealthGas (GASS) | 0.07% | 1.37% | 4.7% | - |
 e.l.f. (ELF) | 0.07% | 0% | 0.58% | 7/12/2024 |
 Torrid (CURV) | 0.06% | 1.31% | 3.87% | - |
 AAR Corp (AIR.US) | 0.05% | 2.16% | 2.47% | - |
 BlackStone (BX) | 0.05% | 0% | 1.15% | 7/15/2025 |
 Shiba (in millions) (SHIBxM) | 0.03% | 0% | 0.16% | 4/24/2024 |
 SMART (PENG) | 0.03% | 2.53% | 1.15% | - |
 Solana (SOL) | 0.02% | 0% | 0.08% | 3/30/2024 |
 IBM (IBM.RTH) | 0.02% | 0% | 0.08% | 4/5/2024 |
 Microvast (MVST) | 0% | 0% | 0.08% | 8/13/2025 |
 0x (ZRX) | 0% | 0% | 0.08% | 10/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 18.84% | 18.32% |
| Apple (AAPL) | 16.11% | 17.21% |
| Tesla (TSLA) | 17.34% | 15.94% |
| SPX500 Index (Non Expiry) (SPX500) | 12.93% | 13.11% |
| TSMC (TSM) | 11.04% | 10.99% |
| Palantir (PLTR) | 8.83% | 9.29% |
| Goldman Sachs (GS) | 7.73% | 7.99% |
| UBS (UBS) | 7.2% | 7.15% |