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Portfolio Diversification
Range
Most Diversified
14 instruments
October 30, 2025
Least Diversified
0 instruments
January 1, 2024
Average
2.6 instruments
Most Consistent Holdings
Top 5
META20.5%
AMZN20.5%
PYPL20.5%
DAVE20.5%
TSM20.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 2.9% | 14.29% | 20.5% | - |
| Dave (DAVE) | 2.83% | 21.24% | 20.5% | - |
 Jackson (JXN) | 1.64% | 7.45% | 20.5% | - |
 Affirm (AFRM) | 1.62% | 18.31% | 10.61% | - |
 Copart (CPRT) | 1.54% | 5.96% | 20.5% | - |
 Wallix Group SA (ALLIX.PA) | 1.3% | 5.52% | 20.5% | - |
| Meta (META) | 1.29% | 5.94% | 20.5% | - |
| PayPal (PYPL) | 1.08% | 4.53% | 20.5% | - |
 Cogent (CCOI) | 0.92% | 6.46% | 14.06% | - |
 Progressive (PGR) | 0.83% | 0% | 9.89% | 1/20/2026 |
 Northeast Bank (NBN) | 0.83% | 0% | 11.08% | 1/30/2026 |
| TSMC (TSM) | 0.66% | 3.23% | 20.5% | - |
 NMI Holdings (NMIH) | 0.53% | 0% | 6.44% | 12/22/2025 |
 Apollo (APO) | 0.46% | 0% | 9.89% | 1/20/2026 |
 Cardano (ADA) | 0.28% | 0.87% | 20.5% | - |
 Evolution (EVO.ST) | 0.22% | 0% | 11.08% | 1/30/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 10.69% | 13.89% |
| Dave (DAVE) | 10.26% | 10.36% |
| Progressive (PGR) | 9.43% | 8.64% |
| Northeast Bank (NBN) | 6.93% | 7.86% |
| Jackson (JXN) | 7.4% | 7.65% |
| Copart (CPRT) | 9.57% | 7.42% |
| Meta (META) | 1.26% | 6.25% |
| Wallix Group SA (ALLIX.PA) | 6.55% | 6.16% |
| Cogent (CCOI) | 7.38% | 6.12% |
| PayPal (PYPL) | 7.12% | 5.53% |
| Apollo (APO) | 6.3% | 4.8% |
| TSMC (TSM) | 1.37% | 2.88% |
| Evolution (EVO.ST) | 3.74% | 1.95% |
| Cardano (ADA) | 2.36% | 1.26% |
Cash & Instruments Over Time
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