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Portfolio Diversification
Range
Most Diversified
36 instruments
August 30, 2025
Least Diversified
0 instruments
July 1, 2023
Average
17.3 instruments
Most Consistent Holdings
Top 5
CRWD62.82%
SE60.85%
AMZN56.31%
GOOG52.86%
MSFT51.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 4.36% | 0% | 52.86% | 9/3/2025 |
| Microsoft (MSFT) | 3.85% | 0% | 51.28% | 4/15/2026 |
| Sea (SE) | 3.78% | 0% | 60.85% | 10/23/2025 |
| Crowdstrike (CRWD) | 3.61% | 0% | 62.82% | 4/15/2026 |
 Tesla (TSLA) | 3.42% | 0% | 46.55% | 7/22/2025 |
 Supermicro (SMCI) | 2.95% | 0% | 36.88% | 3/26/2025 |
| Amazon (AMZN) | 2.6% | 0% | 56.31% | 10/30/2025 |
 Fortinet (FTNT) | 2.56% | 0% | 50% | 1/21/2026 |
 MercadoLibre (MELI) | 2.44% | 0% | 39.25% | 4/15/2025 |
 Snowflake (SNOW) | 2.26% | 0% | 44.87% | 1/21/2026 |
 Coinbase (COIN) | 2.23% | 0% | 33.83% | 10/6/2025 |
 Micron (MU) | 2.21% | 0% | 26.53% | 2/18/2025 |
 BYD (01211.HK) | 2.06% | 0% | 31.46% | 3/6/2026 |
 Palantir (PLTR) | 1.83% | 0% | 32.64% | 4/15/2026 |
 ASML (ASML) | 1.83% | 0% | 37.28% | 9/26/2025 |
 NVIDIA (NVDA) | 1.39% | 0% | 27.61% | 4/3/2025 |
 Zscaler (ZS) | 1.38% | 0% | 35.9% | 9/11/2025 |
 Novo-Nordisk (NVO) | 1.1% | 0% | 23.08% | 2/3/2026 |
 Oscar Health (OSCR) | 1.09% | 0% | 28.99% | 4/15/2026 |
 Palo Alto Networks (PANW) | 1.09% | 0% | 38.66% | 9/29/2025 |
 Babcock (BAB.L) | 0.86% | 0% | 18.84% | 4/15/2026 |
 BAE Systems (BA.L) | 0.85% | 0% | 24.85% | 3/5/2026 |
 UnitedHealth (UNH) | 0.8% | 0% | 18.34% | 2/20/2026 |
 iShares MSCI India ETF (INDA) | 0.69% | 0% | 7.69% | 10/9/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.68% | 0% | 8.68% | 4/6/2026 |
 Centrica (CNA.L) | 0.68% | 0% | 9.27% | 1/18/2024 |
 Broadcom (AVGO) | 0.66% | 0% | 16.47% | 4/3/2025 |
 Meta (META) | 0.65% | 0% | 11.93% | 3/5/2026 |
 SAP (SAP) | 0.65% | 0% | 11.83% | 1/21/2026 |
 Nike (NKE) | 0.64% | 0% | 22.39% | 2/4/2026 |
 ExxonMobil (XOM) | 0.61% | 0% | 8.28% | 4/3/2025 |
 SPDR Gold (GLD) | 0.6% | 0% | 10.65% | 7/17/2025 |
 Lululemon (LULU) | 0.6% | 0% | 18.44% | 2/23/2026 |
 UPS (UPS) | 0.58% | 0% | 17.26% | 2/9/2026 |
 Rheinmetall (RHM.DE) | 0.54% | 0% | 16.17% | 9/16/2025 |
 Vistra (VST) | 0.53% | 0% | 17.36% | 1/21/2026 |
 Netflix (NFLX) | 0.53% | 0% | 9.57% | 1/12/2026 |
 Lockheed Martin (LMT) | 0.52% | 0% | 13.71% | 8/11/2025 |
 Datadog (DDOG) | 0.52% | 0% | 18.64% | 10/7/2025 |
 Costco (COST) | 0.52% | 0% | 18.74% | 3/5/2026 |
 Target (TGT) | 0.48% | 0% | 17.26% | 2/9/2026 |
 Leonardo (LDO.MI) | 0.48% | 0% | 14.79% | 9/16/2025 |
 Hims & Hers (HIMS) | 0.45% | 0% | 14.1% | 2/6/2026 |
 TSMC (TSM) | 0.43% | 0% | 11.44% | 2/3/2026 |
 Airbus (AIR.PA) | 0.43% | 0% | 13.91% | 4/15/2026 |
 Cloudflare (NET) | 0.43% | 0% | 10.16% | 2/19/2025 |
 AMD (AMD) | 0.42% | 0% | 15.78% | 6/18/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.41% | 0% | 5.23% | 3/10/2025 |
 Northrop Grumman (NOC) | 0.4% | 0% | 13.31% | 9/16/2025 |
 MicroStrategy (MSTR) | 0.39% | 0% | 14.2% | 6/13/2025 |
 Raytheon (RTX) | 0.39% | 0% | 12.62% | 4/15/2026 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.37% | 0% | 4.64% | 4/15/2026 |
 Oracle (ORCL) | 0.37% | 0% | 7.2% | 3/11/2026 |
 Baidu (BIDU) | 0.37% | 0% | 9.86% | 3/26/2026 |
 Schneider Electric (SU.PA) | 0.36% | 0% | 9.66% | 1/12/2026 |
 Saab (SAABB.ST) | 0.36% | 0% | 14.79% | 9/16/2025 |
 Boeing (BA) | 0.35% | 0% | 14.79% | 9/18/2025 |
 Alibaba (BABA) | 0.35% | 0% | 10.16% | 3/3/2026 |
 Coherent (COHR) | 0.33% | 0% | 11.14% | 3/6/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.31% | 0% | 8.48% | 7/17/2025 |
 Dollar Tree (DLTR) | 0.3% | 0% | 9.47% | 6/30/2025 |
 Uber (UBER) | 0.3% | 0% | 9.96% | 8/15/2025 |
 Intuitive Surgical (ISRG) | 0.3% | 0% | 7.89% | 3/18/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.29% | 0% | 3.45% | 3/5/2026 |
 Bitcoin (BTC) | 0.28% | 0% | 7.69% | 1/30/2026 |
 Silver (Non Expiry) (SILVER) | 0.26% | 0% | 9.27% | 7/17/2025 |
 Woodward (WWD) | 0.26% | 0% | 12.33% | 3/18/2025 |
 Arista (ANET) | 0.25% | 0% | 4.24% | 4/3/2025 |
 Teva (TEVA) | 0.25% | 0% | 7.59% | 4/15/2026 |
 PayPal (PYPL) | 0.25% | 0% | 15.09% | 12/27/2024 |
 TransMedics (TMDX) | 0.23% | 0% | 8.68% | 3/26/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.21% | 0% | 3.94% | 4/15/2026 |
 Apple (AAPL) | 0.21% | 0% | 10.06% | 8/13/2025 |
 PepsiCo (PEP) | 0.19% | 0% | 5.42% | 4/15/2026 |
 Kinder Morgan (KMI) | 0.19% | 0% | 12.33% | 3/18/2025 |
 Walmart (WMT) | 0.19% | 0% | 11.14% | 9/18/2025 |
 Tempus AI Inc (TEM.US) | 0.18% | 0% | 3.06% | 6/27/2025 |
 Eli Lilly (LLY) | 0.18% | 0% | 6.11% | 1/15/2025 |
 Rolls-Royce (RR.L) | 0.17% | 0% | 5.62% | 4/15/2026 |
 Atlassian (TEAM) | 0.16% | 0% | 6.11% | 1/8/2025 |
 MongoDB (MDB) | 0.15% | 0% | 10.75% | 12/27/2024 |
 E.ON (EOAN.DE) | 0.15% | 0% | 5.62% | 7/17/2025 |
 Interactive Brokers Group (IBKR) | 0.15% | 0% | 4.04% | 4/1/2026 |
 Imperial Brands (IMB.L) | 0.15% | 0% | 4.93% | 7/24/2025 |
 Thales (HO.PA) | 0.14% | 0% | 6.02% | 8/13/2025 |
 Platinum (Non Expiry) (PLATINUM) | 0.14% | 0% | 4.73% | 8/13/2025 |
 Starbucks (SBUX) | 0.14% | 0% | 5.13% | 1/6/2026 |
 Elevance Health (ELV) | 0.14% | 0% | 5.52% | 10/10/2025 |
 Intel (INTC) | 0.13% | 0% | 3.65% | 4/26/2024 |
 JD.com (JD.US) | 0.13% | 0% | 4.64% | 11/3/2025 |
 Ionq (IONQ) | 0.13% | 0% | 4.93% | 2/5/2026 |
 AST SpaceMobile (ASTS) | 0.12% | 0% | 5.42% | 4/15/2026 |
 Robinhood Markets Inc. (HOOD) | 0.12% | 0% | 4.44% | 4/15/2026 |
 Cleanspark (CLSK) | 0.12% | 0% | 6.8% | 11/14/2024 |
 Nu (NU) | 0.12% | 0% | 6.21% | 1/17/2024 |
 LVMH (MC.PA) | 0.11% | 0% | 3.65% | 11/14/2024 |
 Abbott (ABT) | 0.11% | 0% | 4.24% | 7/17/2025 |
 Natera (NTRA) | 0.1% | 0% | 4.24% | 7/17/2025 |
 Grab (GRAB) | 0.1% | 0% | 3.55% | 3/26/2025 |
 QinetiQ (QQ.L) | 0.1% | 0% | 4.34% | 8/13/2025 |
 StoneCo (STNE) | 0.09% | 0% | 5.03% | 3/25/2024 |
 Spirit AeroSystems (SPR) | 0.09% | 0% | 2.66% | 8/13/2025 |
 Siemens (SIE.DE) | 0.09% | 0% | 2.17% | 5/7/2025 |
 Rocket Lab (RKLB) | 0.08% | 0% | 3.55% | 4/15/2026 |
 Coca-Cola (KO) | 0.08% | 0% | 3.94% | 4/15/2026 |
 L3Harris (LHX) | 0.07% | 0% | 3.75% | 8/7/2025 |
 UiPath (PATH) | 0.07% | 0% | 4.04% | 3/25/2024 |
 Tencent (0700.HK) | 0.06% | 0% | 2.56% | 8/28/2025 |
 Iris Energy (IREN) | 0.06% | 0% | 4.44% | 3/30/2026 |
 IG Group (IGG.L) | 0.06% | 0% | 2.96% | 3/19/2026 |
 SharpLink Inc (SBET) | 0.06% | 0% | 4.44% | 10/10/2025 |
 Ethereum (ETH) | 0.06% | 0% | 3.75% | 12/18/2023 |
 General Mills (GIS) | 0.06% | 0% | 2.27% | 9/11/2025 |
 Insulet (PODD) | 0.05% | 0% | 5.72% | 7/17/2025 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 2.66% | 4/1/2026 |
 Merck (MRK) | 0.05% | 0% | 2.66% | 4/1/2026 |
 Circle Internet Group Inc (CRCL) | 0.05% | 0% | 1.87% | 10/6/2025 |
 BlackStone (BX) | 0.05% | 0% | 2.47% | 9/15/2023 |
 BWX Technologies (BWXT) | 0.05% | 0% | 2.47% | 1/21/2025 |
 CoreWeave Inc (CRWV) | 0.05% | 0% | 5.92% | 10/7/2025 |
 Oklo (OKLO) | 0.05% | 0% | 2.17% | 1/21/2026 |
 GlobalFoundries (GFS) | 0.05% | 0% | 2.66% | 2/15/2024 |
 Cardano (ADA) | 0.05% | 0% | 5.13% | 10/17/2025 |
 Bitmine Immersion Technologies Inc (BMNR) | 0.05% | 0% | 4.14% | 10/10/2025 |
 Pfizer (PFE) | 0.05% | 0% | 2.27% | 3/5/2026 |
 Solana (SOL) | 0.04% | 0% | 1.97% | 9/15/2025 |
 Marathon Digital (MARA) | 0.04% | 0% | 2.17% | 3/14/2024 |
 Riot (RIOT) | 0.04% | 0% | 2.27% | 7/22/2025 |
 Cameco (CCJ) | 0.04% | 0% | 1.78% | 4/15/2026 |
 Novartis (NVS) | 0.03% | 0% | 0.89% | 11/20/2024 |
 Deutsche Telekom (DTE.DE) | 0.03% | 0% | 2.17% | 5/7/2025 |
 Serco (SRP.L) | 0.03% | 0% | 2.07% | 7/21/2025 |
 Synopsys (SNPS) | 0.03% | 0% | 3.35% | 2/20/2024 |
 Intuit (INTU) | 0.03% | 0% | 0.89% | 10/27/2025 |
 GE Vernova (GEV) | 0.02% | 0% | 1.18% | 2/19/2025 |
 Kratos (KTOS) | 0.02% | 0% | 0.69% | 3/27/2026 |
 ARM (ARM) | 0.02% | 0% | 1.08% | 4/15/2026 |
 NuScale Power (SMR) | 0.02% | 0% | 1.38% | 4/1/2026 |
 CAVA (CAVA) | 0.02% | 0% | 1.87% | 9/16/2025 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 0.79% | 3/31/2026 |
 SK Growth Opportunities Co-A (BULL) | 0.02% | 0% | 1.48% | 8/15/2025 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.02% | 0% | 0.3% | 10/10/2025 |
 SAP (SAP.DE) | 0.02% | 0% | 0.79% | 4/23/2025 |
 Duolingo (DUOL) | 0.01% | 0% | 0.39% | 9/15/2025 |
 GameStop (GME) | 0.01% | 0% | 0.49% | 2/19/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.89% | 5/22/2025 |
 ServiceNow (NOW) | 0.01% | 0% | 0.3% | 1/2/2025 |
 Okta (OKTA) | 0.01% | 0% | 0.79% | 9/10/2025 |
 Ramaco (METC) | 0.01% | 0% | 0.59% | 11/3/2025 |
 Twilio (TWLO) | 0.01% | 0% | 0.49% | 7/22/2025 |
 Onto Innovation (ONTO) | 0% | 0% | 0.49% | 9/2/2025 |
 Dell (DELL) | 0% | 0% | 0.2% | 2/12/2025 |
 Archer Aviation (ACHR) | 0% | 0% | 0.1% | 1/22/2025 |
 Celsius (CELH) | 0% | 0% | 0.1% | 2/14/2025 |
 Reddit Inc (RDDT) | 0% | 0% | 0.1% | 7/22/2025 |
 Blink Charging (BLNK) | 0% | 0% | 0.1% | 2/14/2025 |
 Eos Energy (EOSE) | 0% | 0% | 0.1% | 2/7/2025 |
 Credo (CRDO) | 0% | 0% | 0.1% | 4/15/2026 |
 Fabrinet (FN) | 0% | 0% | 0.1% | 4/15/2026 |
 Booking (BKNG) | 0% | 0% | 0.99% | 3/5/2026 |
 GoodRx (GDRX) | 0% | 0% | 0.1% | 8/19/2025 |
 Planet Labs (PL) | 0% | 0% | 0.1% | 4/15/2026 |
 Invesco QQQ (QQQ) | 0% | 0% | 0.1% | 5/1/2025 |
 Nexgen Energy Ltd (NXE) | 0% | 0% | 0.1% | 4/15/2026 |
 Rigetti (RGTI) | 0% | 0% | 0.1% | 5/23/2025 |
 Wingstop (WING) | 0% | 0% | 0.1% | 7/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 7.39% | 7.45% |
| Novo-Nordisk (NVO) | 6.9% | 7.3% |
| SAP (SAP) | 7.12% | 6.78% |
| Crowdstrike (CRWD) | 6.1% | 6.43% |
| Netflix (NFLX) | 7.39% | 6.26% |
| Fortinet (FTNT) | 6.35% | 6.02% |
| Snowflake (SNOW) | 5.1% | 5.28% |
| Schneider Electric (SU.PA) | 5.22% | 5.19% |
| Lululemon (LULU) | 4.38% | 4.9% |
| UnitedHealth (UNH) | 3.78% | 4.57% |
| TSMC (TSM) | 4.12% | 4.34% |
| Oscar Health (OSCR) | 4.72% | 4.21% |
| UPS (UPS) | 3.32% | 3.9% |
| Nike (NKE) | 3.91% | 3.73% |
| Hims & Hers (HIMS) | 4.49% | 3.63% |
| Target (TGT) | 3.39% | 3.55% |
| Starbucks (SBUX) | 2.69% | 2.67% |
| Ionq (IONQ) | 2.9% | 2.63% |
| Iris Energy (IREN) | 0.96% | 0.91% |
Cash & Instruments Over Time
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