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Portfolio Diversification
Range
Most Diversified
39 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
30.9 instruments
Most Consistent Holdings
Top 5
AMZN99.19%
DIS99.19%
ADSK99.19%
LMND99.19%
1810.HK99.19%
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) | 28.76% | 49.62% | 80.6% | - |
 GainersQtr | 7.47% | 0% | 34.26% | 5/28/2025 |
| Amazon (AMZN) | 5.01% | 5.43% | 99.19% | - |
 Salesforce (CRM) | 2.97% | 0% | 64.23% | 2/13/2025 |
 Nintendo (NTDOY) | 2.55% | 1.8% | 99.19% | - |
 Airbnb (ABNB) | 2.14% | 1.9% | 99.19% | - |
| Lemonade (LMND) | 1.9% | 2.05% | 99.19% | - |
| Disney (DIS) | 1.9% | 1.36% | 99.19% | - |
 Activision Blizzard, Inc. (ATVI) | 1.81% | 0% | 36.24% | 10/16/2023 |
| Autodesk (ADSK) | 1.49% | 1.03% | 99.19% | - |
 Crowdstrike (CRWD) | 1.4% | 0% | 39.66% | 12/14/2023 |
 Palantir (PLTR) | 1.39% | 0% | 62.49% | 1/13/2025 |
 BYD (01211.HK) | 1.37% | 1.59% | 55.87% | - |
| Xiaomi (1810.HK) | 1.3% | 1.1% | 99.19% | - |
 NVIDIA (NVDA) | 1.27% | 0% | 41.52% | 2/6/2026 |
 Truist (TFC) | 1.18% | 1.62% | 63.94% | - |
 Workday (WDAY) | 1.15% | 0% | 39.66% | 12/14/2023 |
 Shopify (SHOP) | 1% | 0% | 64.23% | 2/13/2025 |
 Monster Beverage (MNST) | 0.97% | 1.81% | 63.53% | - |
 Goldman Sachs (GS) | 0.92% | 0.64% | 98.95% | - |
 Okta (OKTA) | 0.85% | 1.17% | 99.19% | - |
 Walmart (WMT) | 0.76% | 0% | 25.67% | 4/12/2023 |
 Booking (BKNG) | 0.75% | 0.88% | 63.36% | - |
 Alibaba (BABA) | 0.72% | 0.52% | 99.13% | - |
 American Express (AXP) | 0.62% | 1.01% | 55.75% | - |
 Cisco (CSCO) | 0.61% | 1.42% | 55.92% | - |
 Hilton (HLT) | 0.6% | 1.25% | 55.81% | - |
 DocuSign (DOCU) | 0.54% | 0.45% | 99.13% | - |
 PayPal (PYPL) | 0.53% | 0.28% | 99.19% | - |
 Gilead Sciences (GILD) | 0.51% | 0% | 25.67% | 4/12/2023 |
 Airbus (AIR.PA) | 0.49% | 0.86% | 55.57% | - |
 Roku (ROKU) | 0.49% | 0.62% | 99.19% | - |
 AGCO (AGCO) | 0.48% | 0.58% | 63.36% | - |
 JD.com (JD.US) | 0.48% | 0.21% | 99.13% | - |
 Merck (MRK) | 0.39% | 0% | 25.67% | 4/12/2023 |
 Fiverr (FVRR) | 0.36% | 0.07% | 99.19% | - |
 SAP (SAP.DE) | 0.35% | 0% | 34.67% | 9/18/2023 |
 General Dynamics (GD) | 0.33% | 0% | 28.34% | 2/13/2025 |
 Apple (AAPL) | 0.32% | 0% | 3.19% | 2/24/2022 |
 Uber (UBER) | 0.25% | 0% | 34.67% | 9/18/2023 |
 Copart (CPRT) | 0.24% | 0% | 24.56% | 2/13/2025 |
 Coupa Software Inc (COUP) | 0.22% | 0% | 23.29% | 3/1/2023 |
 Vontier (VNT) | 0.21% | 0% | 20.96% | 2/13/2025 |
 ASML (ASML.NV) | 0.19% | 0% | 5.05% | 3/29/2022 |
 Alphabet (GOOG) | 0.17% | 0% | 3.19% | 2/24/2022 |
 Pinterest (PINS) | 0.16% | 0.09% | 99.19% | - |
 Mercury (MRCY) | 0.16% | 0% | 29.04% | 2/13/2025 |
 Beyond Meat (BYND) | 0.15% | 0% | 92.45% | 7/10/2026 |
 Atlassian (TEAM) | 0.14% | 0% | 3.19% | 2/24/2022 |
 Pfizer (PFE) | 0.11% | 0% | 3.19% | 2/24/2022 |
 Procter & Gamble (PG) | 0.1% | 0% | 3.19% | 2/24/2022 |
 Peloton (PTON) | 0.09% | 0.04% | 99.19% | - |
 SVB (SIVBQ) | 0.09% | 0% | 3.19% | 2/24/2022 |
 AbbVie (ABBV) | 0.09% | 0% | 3.19% | 2/24/2022 |
 Bristol-Myers Squibb (BMY) | 0.07% | 0% | 3.19% | 2/24/2022 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.01% | 1.36% | 1.1% | - |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 0.01% | 1.37% | 1.1% | - |
 Solventum (SOLV) | 0% | 0% | 2.9% | 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
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 34.89% | 46.7% |
| Amazon (AMZN) | 3.92% | 5.04% |
| NVIDIA (NVDA) | 1.57% | 3.61% |
| Lemonade (LMND) | 5.49% | 3.42% |
| Nintendo (NTDOY) | 2.35% | 2.34% |
| BYD (01211.HK) | 1.57% | 2.18% |
| Truist (TFC) | 1.18% | 1.81% |
| Xiaomi (1810.HK) | 1.33% | 1.68% |
| Airbnb (ABNB) | 2.35% | 1.58% |
| Monster Beverage (MNST) | 1.26% | 1.58% |
| Disney (DIS) | 2.67% | 1.48% |
| Autodesk (ADSK) | 1.57% | 1.35% |
| American Express (AXP) | 0.78% | 1.24% |
| Booking (BKNG) | 0.78% | 1.23% |
| Cisco (CSCO) | 0.78% | 1.09% |
| Hilton (HLT) | 0.78% | 1.06% |
| Airbus (AIR.PA) | 0.78% | 0.94% |
| Alibaba (BABA) | 1.57% | 0.75% |
| Goldman Sachs (GS) | 0.31% | 0.67% |
| AGCO (AGCO) | 0.78% | 0.61% |
| Okta (OKTA) | 1.88% | 0.55% |
| Roku (ROKU) | 1.88% | 0.45% |
| DocuSign (DOCU) | 1.88% | 0.41% |
| PayPal (PYPL) | 1.57% | 0.3% |
| JD.com (JD.US) | 0.94% | 0.24% |
| Fiverr (FVRR) | 2.51% | 0.17% |
| Pinterest (PINS) | 0.39% | 0.11% |
| Peloton (PTON) | 1.1% | 0.05% |
| Beyond Meat (BYND) | 1.57% | 0.01% |
Cash & Instruments Over Time
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