Portfolio Diversification
Range
Most Diversified
62 instruments
March 1, 2022
Least Diversified
37 instruments
May 3, 2025
Average
52.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.69% | 5.22% | 100% | - |
 Bitcoin (BTC) | 3.24% | 6.41% | 100% | - |
| Microsoft (MSFT) | 2.9% | 3.34% | 100% | - |
| Apple (AAPL) | 2.9% | 2.7% | 100% | - |
| Meta (META) | 2.66% | 4.85% | 100% | - |
 Ferrari (RACE) | 2.62% | 3.21% | 100% | - |
 Aon (AON) | 2.52% | 2.24% | 100% | - |
 Costco (COST) | 2.49% | 3.17% | 100% | - |
| Alphabet (GOOG) | 2.45% | 2.65% | 100% | - |
 Waste Management (WM) | 2.29% | 2.49% | 100% | - |
 Berkshire Hathaway (BRK.B) | 2.2% | 2.47% | 100% | - |
 Uber (UBER) | 2.13% | 3.05% | 100% | - |
 Safran (SAF.PA) | 2.1% | 3.01% | 100% | - |
 AMETEK (AME) | 2.08% | 2.03% | 100% | - |
 Home Depot (HD) | 2.06% | 1.9% | 100% | - |
 Intuitive Surgical (ISRG) | 2.04% | 3.18% | 100% | - |
 Mastercard (MA) | 2.01% | 2.82% | 100% | - |
 NextEra (NEE) | 2.01% | 0% | 97.13% | 5/2/2025 |
| Amazon (AMZN) | 1.95% | 2.76% | 100% | - |
 Shopify (SHOP) | 1.94% | 2.6% | 100% | - |
 Ethereum (ETH) | 1.94% | 1.96% | 100% | - |
 Danaher (DHR) | 1.88% | 1.42% | 100% | - |
 LVMH (MC.PA) | 1.88% | 1.33% | 100% | - |
 American Water (AWK) | 1.86% | 0% | 97.13% | 5/2/2025 |
 Tesla (TSLA) | 1.84% | 2.67% | 99.1% | - |
 Netflix (NFLX) | 1.78% | 3.94% | 100% | - |
 Airbnb (ABNB) | 1.75% | 1.82% | 100% | - |
 BlackRock (BLK) | 1.74% | 2.02% | 99.1% | - |
 ResMed (RMD) | 1.74% | 2.13% | 99.1% | - |
 TSMC (TSM) | 1.69% | 2.45% | 100% | - |
 Build and Build (BNB) | 1.52% | 0% | 85.16% | 12/7/2024 |
 Enphase (ENPH) | 1.52% | 0% | 71.31% | 6/20/2024 |
 Realty Income (O) | 1.5% | 0% | 78.28% | 11/12/2024 |
 American Tower (AMT) | 1.36% | 0% | 76.72% | 11/12/2024 |
 SolarEdge (SEDG) | 1.3% | 0% | 69.92% | 6/3/2024 |
 Ecolab (ECL) | 1.17% | 0% | 78.61% | 9/17/2024 |
 Sartorius (SRT.DE) | 1.12% | 0% | 72.21% | 7/1/2024 |
 Air Liquide (AI.PA) | 1.1% | 1.84% | 55.25% | - |
 McDonald's (MCD) | 1.05% | 1.9% | 55.25% | - |
 UnitedHealth (UNH) | 1.03% | 0% | 53.85% | 5/13/2025 |
 AbbVie (ABBV) | 1.02% | 2.39% | 48.28% | - |
 Cardano (ADA) | 1% | 0% | 85.16% | 12/7/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.98% | 0% | 72.21% | 7/1/2024 |
 Okta (OKTA) | 0.93% | 0% | 77.05% | 8/29/2024 |
 Alibaba (BABA) | 0.88% | 0% | 62.62% | 3/4/2024 |
 Ishares Nasdaq Biotechnology (IBB) | 0.86% | 0% | 51.72% | 10/23/2023 |
 Block Inc. (XYZ) | 0.82% | 0% | 71.07% | 6/17/2024 |
 Orsted (ORSTED.CO) | 0.79% | 0% | 51.72% | 10/23/2023 |
 ITW (ITW) | 0.78% | 0% | 45.41% | 5/2/2025 |
 Nel (NEL.OL) | 0.71% | 0% | 51.72% | 10/23/2023 |
 PayPal (PYPL) | 0.69% | 0% | 62.62% | 3/4/2024 |
 MSCI (MSCI) | 0.68% | 2.2% | 37.38% | - |
 KraneShares CSI China Internet (KWEB) | 0.65% | 0% | 62.62% | 3/4/2024 |
 Xinyi Solar (0968.HK) | 0.64% | 0% | 44.84% | 7/27/2023 |
 MercadoLibre (MELI) | 0.63% | 2.52% | 37.38% | - |
 Tencent (0700.HK) | 0.6% | 0% | 44.84% | 7/27/2023 |
 Trex (TREX) | 0.6% | 0% | 44.75% | 7/26/2023 |
 Nio (NIO) | 0.58% | 0% | 62.62% | 3/4/2024 |
 Eaton (ETN) | 0.56% | 2.2% | 37.38% | - |
 Coinbase (COIN) | 0.54% | 2.16% | 28.93% | - |
 Xiaomi (1810.HK) | 0.52% | 0% | 44.84% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.49% | 3.15% | 22.95% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.49% | 0% | 51.72% | 10/23/2023 |
 Chewy (CHWY) | 0.46% | 0% | 44.75% | 7/26/2023 |
 Admiral (ADM.L) | 0.45% | 0% | 18.44% | 3/4/2024 |
 Match Group (MTCH) | 0.44% | 0% | 44.75% | 7/26/2023 |
 SPDR Gold (GLD) | 0.31% | 0% | 12.38% | 8/2/2022 |
 Twilio (TWLO) | 0.3% | 0% | 44.18% | 7/19/2023 |
 StoneCo (STNE) | 0.27% | 0% | 44.75% | 7/26/2023 |
 Teladoc (TDOC) | 0.25% | 0% | 44.18% | 7/19/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.19% | 0% | 22.87% | 10/20/2022 |
 ARK Fintech Innovation ETF (ARKF) | 0.19% | 0% | 22.87% | 10/20/2022 |
 ARK Innovation ETF (ARKK) | 0.18% | 0% | 22.87% | 10/20/2022 |
 Supermicro (SMCI) | 0.08% | 0% | 5.66% | 8/28/2024 |
 Stryker (SYK) | 0.03% | 1.54% | 1.97% | - |
 Niu (NIU) | 0.01% | 0% | 0.9% | 1/11/2022 |
 Invitae Corp (NVTAQ) | 0.01% | 0% | 0.9% | 1/11/2022 |
 Lemonade (LMND) | 0.01% | 0% | 0.9% | 1/11/2022 |
 Solana (SOL) | 0% | 0% | 0.16% | 12/7/2024 |
 Meituan (03690.HK) | 0% | 0% | 0.16% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 2.5% | 6.18% |
| NVIDIA (NVDA) | 2.49% | 4.78% |
| Tesla (TSLA) | 2.49% | 3.97% |
| Meta (META) | 2.49% | 3.95% |
| Apple (AAPL) | 2.49% | 3.04% |
| Costco (COST) | 2.49% | 3.02% |
| Ferrari (RACE) | 2.49% | 2.98% |
| Netflix (NFLX) | 2.49% | 2.95% |
| Ethereum (ETH) | 2.49% | 2.82% |
| Shopify (SHOP) | 2.49% | 2.76% |
| Microsoft (MSFT) | 2.49% | 2.76% |
| Intuitive Surgical (ISRG) | 2.49% | 2.72% |
| Alphabet (GOOG) | 2.49% | 2.64% |
| Amazon (AMZN) | 2.49% | 2.58% |
| TSMC (TSM) | 2.49% | 2.49% |
| Safran (SAF.PA) | 2.49% | 2.44% |
| Berkshire Hathaway (BRK.B) | 2.49% | 2.41% |
| Coinbase (COIN) | 2.49% | 2.31% |
| Uber (UBER) | 2.49% | 2.28% |
| Aon (AON) | 2.49% | 2.27% |
| Mastercard (MA) | 2.49% | 2.27% |
| Waste Management (WM) | 2.49% | 2.21% |
| BlackRock (BLK) | 2.49% | 2.2% |
| AMETEK (AME) | 2.49% | 2.17% |
| Crowdstrike (CRWD) | 2.49% | 2.12% |
| Home Depot (HD) | 2.49% | 2.1% |
| ResMed (RMD) | 2.49% | 2.05% |
| NextEra (NEE) | 2.49% | 2.03% |
| AbbVie (ABBV) | 2.49% | 2.01% |
| MSCI (MSCI) | 2.49% | 2% |
| McDonald's (MCD) | 2.49% | 1.87% |
| Airbnb (ABNB) | 2.49% | 1.83% |
| ITW (ITW) | 2.49% | 1.83% |
| Eaton (ETN) | 2.49% | 1.77% |
| MercadoLibre (MELI) | 2.49% | 1.74% |
| American Water (AWK) | 2.49% | 1.72% |
| UnitedHealth (UNH) | 2.49% | 1.72% |
| LVMH (MC.PA) | 2.49% | 1.69% |
| Air Liquide (AI.PA) | 2.49% | 1.63% |
| Danaher (DHR) | 2.49% | 1.61% |