Portfolio Diversification
Range
Most Diversified
10 instruments
June 15, 2024
Least Diversified
0 instruments
May 25, 2022
Average
5.7 instruments
Most Consistent Holdings
Top 5
NVDA85.62%
IBM62.96%
SBUX59.81%
TSLA53.62%
JPM40.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 25, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 24.14% | 0% | 85.62% | 2/1/2025 |
| Tesla (TSLA) | 7.88% | 0% | 53.62% | 2/1/2025 |
 Meta (META) | 6.8% | 0% | 25.71% | 8/8/2024 |
| Starbucks (SBUX) | 6.56% | 0% | 59.81% | 2/29/2024 |
| IBM (IBM) | 4.4% | 0% | 62.96% | 10/17/2024 |
| JPMorgan (JPM) | 3.08% | 0% | 40.5% | 2/1/2025 |
 TSMC (TSM) | 2.93% | 0% | 23.19% | 2/1/2025 |
 Apple (AAPL) | 2.65% | 0% | 19.73% | 2/1/2025 |
 Alphabet (GOOG) | 2.27% | 0% | 14.9% | 2/1/2025 |
 Broadcom (AVGO) | 2.04% | 0% | 14.17% | 12/13/2024 |
 UBS (UBS) | 1.99% | 0% | 37.67% | 1/17/2025 |
 Goldman Sachs (GS) | 1.53% | 0% | 16.79% | 2/1/2025 |
 Bitcoin (BTC) | 1.39% | 0% | 4.62% | 6/5/2024 |
 Logitech (LOGI) | 1.21% | 0% | 16.05% | 2/20/2024 |
 GitLab (GTLB) | 1.06% | 0% | 12.8% | 10/10/2023 |
 MercadoLibre (MELI) | 0.96% | 0% | 7.24% | 9/6/2024 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.88% | 0% | 7.76% | 6/28/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.86% | 0% | 7.24% | 2/1/2025 |
 Microsoft (MSFT) | 0.83% | 0% | 4.3% | 7/9/2024 |
 Palantir (PLTR) | 0.79% | 0% | 7.76% | 1/3/2025 |
 Nu (NU) | 0.67% | 0% | 3.57% | 8/23/2024 |
 Coca-Cola (KO) | 0.66% | 0% | 9.13% | 10/17/2024 |
 Zoom (ZM) | 0.53% | 0% | 5.14% | 10/14/2024 |
 Snowflake (SNOW) | 0.42% | 0% | 5.77% | 10/6/2023 |
 AMD (AMD) | 0.4% | 0% | 4.2% | 9/4/2024 |
 Kellanova (K) | 0.34% | 0% | 3.15% | 11/29/2024 |
 Ericsson (ERIC-A.ST) | 0.31% | 0% | 3.25% | 8/18/2022 |
 Alibaba (BABA) | 0.28% | 0% | 1.89% | 10/14/2024 |
 Chewy (CHWY) | 0.24% | 0% | 2.1% | 9/11/2024 |
 Moody's (MCO) | 0.23% | 0% | 1.89% | 8/19/2024 |
 Vistra (VST) | 0.18% | 0% | 2.1% | 2/1/2025 |
 Amazon (AMZN) | 0.15% | 0% | 2.31% | 5/3/2024 |
 Braze (BRZE) | 0.12% | 0% | 1.15% | 9/6/2024 |
 Micron (MU) | 0.1% | 0% | 0.84% | 12/19/2024 |
 Uber (UBER) | 0.1% | 0% | 0.94% | 3/15/2024 |
 e.l.f. (ELF) | 0.09% | 0% | 0.73% | 7/12/2024 |
 Oracle (ORCL) | 0.08% | 0% | 0.94% | 2/1/2025 |
 Shiba (in millions) (SHIBxM) | 0.04% | 0% | 0.21% | 4/24/2024 |
 Solana (SOL) | 0.02% | 0% | 0.1% | 3/30/2024 |
 IBM (IBM.EXT) | 0.02% | 0% | 0.1% | 4/5/2024 |
 0x (ZRX) | 0% | 0% | 0.1% | 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% |