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Portfolio Diversification
Range
Most Diversified
11 instruments
July 14, 2023
Least Diversified
0 instruments
April 4, 2026
Average
6.8 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
MSFT99.87%
AMD99.87%
NVDA61.95%
ANET44.56%
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 |
|---|---|---|---|---|
| AMD (AMD) | 33.42% | 59.53% | 99.87% | - |
| Microsoft (MSFT) | 21.84% | 9.92% | 99.87% | - |
| Apple (AAPL) | 19.31% | 12.38% | 99.87% | - |
| NVIDIA (NVDA) | 8.38% | 11.6% | 61.95% | - |
| Arista (ANET) | 2.96% | 0% | 44.56% | 3/3/2025 |
 Gold (Non Expiry) (GOLD) | 2.53% | 1.9% | 37.48% | - |
 Coca-Cola (KO) | 2.29% | 0% | 34.04% | 6/16/2026 |
 First Solar (FSLR) | 0.88% | 0% | 17.46% | 10/6/2023 |
 Walmart (WMT) | 0.74% | 0% | 27.35% | 3/20/2025 |
 Marvell (MRVL) | 0.62% | 0.85% | 21.03% | - |
 Procter & Gamble (PG) | 0.53% | 0% | 12.89% | 5/17/2024 |
 Fortinet (FTNT) | 0.51% | 0% | 20.96% | 12/23/2022 |
 Progressive (PGR) | 0.49% | 0% | 9.39% | 3/20/2025 |
 ExxonMobil (XOM) | 0.45% | 0% | 8.45% | 4/8/2026 |
 Amazon (AMZN) | 0.27% | 0% | 8.7% | 6/10/2026 |
 Alphabet (GOOG) | 0.21% | 0% | 9.45% | 6/18/2026 |
 Johnson & Johnson (JNJ) | 0.18% | 0% | 13.7% | 11/15/2023 |
 Zscaler (ZS) | 0.16% | 0% | 10.76% | 6/22/2022 |
 Allstate (ALL) | 0.15% | 0% | 5.26% | 4/21/2025 |
 Visa (V) | 0.12% | 0% | 4.07% | 3/20/2025 |
 Sony (SONY) | 0.07% | 0% | 4.07% | 3/7/2022 |
 ACS (ACS.MC) | 0.07% | 1.47% | 2.82% | - |
 Carlyle (CG) | 0.06% | 0% | 3.25% | 3/7/2022 |
 Rocket Lab (RKLB) | 0.05% | 0% | 1.56% | 8/11/2025 |
 Palo Alto Networks (PANW) | 0.05% | 0% | 1.81% | 10/29/2025 |
 Travelers (TRV) | 0.05% | 0% | 2.19% | 5/9/2024 |
 Silver (Non Expiry) (SILVER) | 0.04% | 0% | 1.56% | 2/6/2026 |
 Palantir (PLTR) | 0.04% | 0% | 1.94% | 2/28/2025 |
 Intel (INTC) | 0.03% | 1.01% | 2.88% | - |
 Steel Dynamics (STLD) | 0.03% | 0% | 1.38% | 4/5/2023 |
 KKR (KKR) | 0.02% | 0% | 3.25% | 3/7/2022 |
 Robinhood Markets Inc. (HOOD) | 0.02% | 0% | 1.69% | 10/15/2025 |
 Cloudflare (NET) | 0.02% | 0% | 0.81% | 1/13/2022 |
 WisdomTree Artificial Intelligence UCITS ETF (WTI2.DE) | 0.02% | 0.43% | 1.94% | - |
 Cisco (CSCO) | 0.01% | 0% | 1.69% | 6/10/2026 |
 WisdomTree Copper (OD7C.DE) | 0.01% | 0% | 1.69% | 6/10/2026 |
 Iberdrola (IBE.MC) | 0.01% | 0% | 0.38% | 4/14/2026 |
 Hewlett Packard Enterprise (HPE) | 0% | 0% | 0.5% | 6/10/2026 |
 Qualcomm (QCOM) | 0% | 0% | 0.06% | 5/12/2026 |
 Iris Energy (IREN) | 0% | 0% | 0.13% | 10/17/2025 |
 Copper (Expiring Future) (COPPER.FUT) | 0% | 0% | 0.13% | 5/14/2026 |
 Lam Research (LRCX) | 0% | 0.89% | 0.06% | - |
 Citizens (CFG) | 0% | 0% | 0.13% | 6/18/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 18.39% | 36.96% |
| Microsoft (MSFT) | 18.36% | 19.69% |
| Apple (AAPL) | 17.29% | 17.65% |
| NVIDIA (NVDA) | 16.7% | 16.04% |
| Gold (Non Expiry) (GOLD) | 22.39% | 7.67% |
| Alphabet (GOOG) | 7.01% | 1.95% |
Cash & Instruments Over Time
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