Portfolio Diversification
Range
Most Diversified
39 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
31.7 instruments
Most Consistent Holdings
Top 5
AMZN99.57%
DIS99.57%
ADSK99.57%
LMND99.57%
1810.HK99.57%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 24.56% | 46.77% | 76.73% | - |
 GainersQtr | 9.19% | 0% | 42.11% | 5/28/2025 |
| Amazon (AMZN) | 5.01% | 5.07% | 99.57% | - |
 Salesforce (CRM) | 3.65% | 0% | 78.94% | 2/13/2025 |
 Nintendo (NTDOY) | 2.72% | 2.8% | 99.57% | - |
 Airbnb (ABNB) | 2.26% | 1.39% | 99.57% | - |
 Activision Blizzard, Inc. (ATVI) | 2.22% | 0% | 44.54% | 10/16/2023 |
| Disney (DIS) | 2.04% | 1.38% | 99.57% | - |
 Crowdstrike (CRWD) | 1.72% | 0% | 48.75% | 12/14/2023 |
 Palantir (PLTR) | 1.71% | 0% | 76.8% | 1/13/2025 |
| Lemonade (LMND) | 1.69% | 3.51% | 99.57% | - |
| Autodesk (ADSK) | 1.59% | 1.4% | 99.57% | - |
 Workday (WDAY) | 1.41% | 0% | 48.75% | 12/14/2023 |
 NVIDIA (NVDA) | 1.4% | 3.48% | 46.47% | - |
| Xiaomi (1810.HK) | 1.31% | 1.73% | 99.57% | - |
 BYD (01211.HK) | 1.22% | 2.24% | 46.32% | - |
 Shopify (SHOP) | 1.22% | 0% | 78.94% | 2/13/2025 |
 Truist (TFC) | 1.05% | 1.73% | 56.25% | - |
 Goldman Sachs (GS) | 0.97% | 0.64% | 99.36% | - |
 Walmart (WMT) | 0.93% | 0% | 31.55% | 4/12/2023 |
 Okta (OKTA) | 0.88% | 0.55% | 99.57% | - |
 Monster Beverage (MNST) | 0.82% | 1.51% | 56.03% | - |
 Alibaba (BABA) | 0.74% | 0.81% | 99.5% | - |
 Booking (BKNG) | 0.69% | 1.16% | 55.53% | - |
 Gilead Sciences (GILD) | 0.62% | 0% | 31.55% | 4/12/2023 |
 PayPal (PYPL) | 0.6% | 0.32% | 99.57% | - |
 DocuSign (DOCU) | 0.59% | 0.42% | 99.5% | - |
 JD.com (JD.US) | 0.53% | 0.25% | 99.5% | - |
 American Express (AXP) | 0.51% | 1.23% | 46.25% | - |
 Roku (ROKU) | 0.49% | 0.39% | 99.57% | - |
 Hilton (HLT) | 0.49% | 1.04% | 46.32% | - |
 Merck (MRK) | 0.48% | 0% | 31.55% | 4/12/2023 |
 Cisco (CSCO) | 0.45% | 1.1% | 46.4% | - |
 AGCO (AGCO) | 0.44% | 0.62% | 55.53% | - |
 SAP (SAP.DE) | 0.43% | 0% | 42.61% | 9/18/2023 |
 Fiverr (FVRR) | 0.42% | 0.18% | 99.57% | - |
 Airbus (AIR.PA) | 0.41% | 0.94% | 46.11% | - |
 General Dynamics (GD) | 0.4% | 0% | 34.83% | 2/13/2025 |
 Apple (AAPL) | 0.39% | 0% | 3.93% | 2/24/2022 |
 Uber (UBER) | 0.31% | 0% | 42.61% | 9/18/2023 |
 Copart (CPRT) | 0.3% | 0% | 30.19% | 2/13/2025 |
 Coupa Software Inc (COUP) | 0.27% | 0% | 28.62% | 3/1/2023 |
 Vontier (VNT) | 0.25% | 0% | 25.77% | 2/13/2025 |
 ASML (ASML.NV) | 0.23% | 0% | 6.21% | 3/29/2022 |
 Alphabet (GOOG) | 0.2% | 0% | 3.93% | 2/24/2022 |
 Mercury (MRCY) | 0.19% | 0% | 35.69% | 2/13/2025 |
 Pinterest (PINS) | 0.18% | 0.11% | 99.57% | - |
 Atlassian (TEAM) | 0.18% | 0% | 3.93% | 2/24/2022 |
 Beyond Meat (BYND) | 0.18% | 0.01% | 99.43% | - |
 Pfizer (PFE) | 0.14% | 0% | 3.93% | 2/24/2022 |
 Procter & Gamble (PG) | 0.13% | 0% | 3.93% | 2/24/2022 |
 SVB (SIVBQ) | 0.11% | 0% | 3.93% | 2/24/2022 |
 AbbVie (ABBV) | 0.11% | 0% | 3.93% | 2/24/2022 |
 Peloton (PTON) | 0.11% | 0.05% | 99.57% | - |
 Bristol-Myers Squibb (BMY) | 0.08% | 0% | 3.93% | 2/24/2022 |
 Solventum (SOLV) | 0% | 0% | 3.57% | 5/22/2024 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 21.06% | 29.92% |
| GainersQtr | 20.11% | 20.14% |
| Amazon (AMZN) | 4.05% | 5.55% |
| Palantir (PLTR) | 1.68% | 4.44% |
| NVIDIA (NVDA) | 1.62% | 3.01% |
| BYD (01211.HK) | 1.62% | 2.36% |
| Nintendo (NTDOY) | 2.43% | 2.34% |
| Lemonade (LMND) | 5.66% | 2.04% |
| Salesforce (CRM) | 1.62% | 1.98% |
| Shopify (SHOP) | 2.27% | 1.96% |
| Truist (TFC) | 1.21% | 1.85% |
| Airbnb (ABNB) | 2.43% | 1.77% |
| Xiaomi (1810.HK) | 1.38% | 1.72% |
| Disney (DIS) | 2.75% | 1.68% |
| Autodesk (ADSK) | 1.62% | 1.56% |
| Booking (BKNG) | 0.81% | 1.32% |
| Monster Beverage (MNST) | 1.29% | 1.25% |
| American Express (AXP) | 0.81% | 1.15% |
| Hilton (HLT) | 0.81% | 1.06% |
| Cisco (CSCO) | 0.81% | 0.97% |
| Copart (CPRT) | 0.81% | 0.93% |
| General Dynamics (GD) | 0.81% | 0.93% |
| Vontier (VNT) | 0.81% | 0.83% |
| Airbus (AIR.PA) | 0.81% | 0.83% |
| AGCO (AGCO) | 0.81% | 0.64% |
| DocuSign (DOCU) | 1.94% | 0.62% |
| Okta (OKTA) | 1.94% | 0.58% |
| Mercury (MRCY) | 0.49% | 0.56% |
| PayPal (PYPL) | 1.62% | 0.51% |
| Goldman Sachs (GS) | 0.32% | 0.51% |
| Alibaba (BABA) | 1.62% | 0.5% |
| Roku (ROKU) | 1.94% | 0.36% |
| JD.com (JD.US) | 0.97% | 0.34% |
| Fiverr (FVRR) | 2.59% | 0.31% |
| Pinterest (PINS) | 0.4% | 0.14% |
| Peloton (PTON) | 1.13% | 0.07% |
| Beyond Meat (BYND) | 1.62% | 0.03% |