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Portfolio Diversification
Range
Most Diversified
19 instruments
April 18, 2024
Least Diversified
0 instruments
January 1, 2024
Average
11.3 instruments
Most Consistent Holdings
Top 5
QQQ80.27%
TSM76.03%
GOOG75.06%
MA70.82%
PYPL48.06%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 11.22% | 0% | 80.27% | 10/31/2025 |
| Alphabet (GOOG) | 8.78% | 0% | 75.06% | 9/26/2025 |
| TSMC (TSM) | 6.68% | 0% | 76.03% | 9/26/2025 |
| PayPal (PYPL) | 5.48% | 0% | 48.06% | 2/6/2025 |
 Nu (NU) | 5.29% | 4.52% | 45.88% | - |
 NVIDIA (NVDA) | 3.79% | 1.77% | 40.92% | - |
 Nagarro (NA9.DE) | 3.7% | 0% | 47.82% | 2/4/2025 |
 ASML (ASML) | 3.25% | 0% | 28.45% | 9/26/2025 |
 Alphabet (GOOGL) | 2.72% | 6.6% | 43.95% | - |
 Meta (META) | 2.64% | 10.51% | 39.95% | - |
 Endava (DAVA) | 1.9% | 0% | 29.78% | 9/20/2024 |
 Amazon (AMZN) | 1.69% | 0% | 39.1% | 9/29/2025 |
 Atkore (ATKR) | 1.52% | 0% | 18.28% | 6/3/2024 |
 Fiserv (FISV) | 1.48% | 0% | 11.02% | 1/30/2026 |
 UnitedHealth (UNH) | 1.38% | 0% | 16.83% | 1/30/2026 |
 Shift4 (FOUR) | 1.31% | 12.06% | 14.41% | - |
 BlackRock (BLK) | 1.25% | 0% | 22.76% | 3/26/2025 |
 Perion (PERI) | 1.11% | 0% | 31.23% | 9/20/2024 |
 Intel (INTC) | 1.1% | 0% | 36.44% | 2/14/2025 |
 EPAM (EPAM) | 0.99% | 0% | 27.85% | 3/26/2025 |
 iShares Gold Trust (IAU) | 0.89% | 0% | 9.69% | 11/26/2025 |
| Mastercard (MA) | 0.85% | 0% | 70.82% | 9/26/2025 |
 Micron (MU) | 0.74% | 8.26% | 9.81% | - |
 Adobe Systems Inc (ADBE.RTH) | 0.73% | 9.05% | 9.81% | - |
 Toll Brothers (TOL) | 0.73% | 0% | 46.49% | 3/26/2025 |
 American Express (AXP) | 0.69% | 0% | 24.58% | 9/29/2025 |
 Bitcoin (BTC) | 0.68% | 11.56% | 7.75% | - |
 Ethereum (ETH) | 0.68% | 10.49% | 7.75% | - |
 Tecnoglass (TGLS) | 0.5% | 0% | 5.45% | 2/16/2024 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.48% | 0% | 10.17% | 7/9/2025 |
 Visa (V) | 0.46% | 0% | 26.76% | 9/29/2025 |
 First Solar (FSLR) | 0.44% | 7.98% | 8.11% | - |
 Alibaba (BABA) | 0.35% | 0% | 22.64% | 8/14/2024 |
 Constellation Energy (CEG) | 0.34% | 0% | 9.93% | 1/21/2026 |
 StoneCo (STNE) | 0.29% | 0% | 4.84% | 3/26/2025 |
 Berkshire Hathaway (BRK.B) | 0.25% | 0% | 8.72% | 5/16/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.24% | 0% | 8.35% | 5/16/2024 |
 JD.com (JD.US) | 0.18% | 0% | 21.55% | 8/14/2024 |
 Diebold Nixdorf (DBD) | 0.18% | 0% | 12.35% | 12/10/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.16% | 1.97% | 8.11% | - |
 Hermes (RMS.PA) | 0.09% | 0% | 11.26% | 5/16/2024 |
 iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) (IUIT.L) | 0.07% | 0% | 3.51% | 3/11/2025 |
 UBS (UBS) | 0.07% | 0% | 8.72% | 5/16/2024 |
 Rigetti (RGTI) | 0.01% | 0% | 0.85% | 9/26/2025 |
 Ionq (IONQ) | 0.01% | 0% | 0.85% | 9/26/2025 |
 Cleanspark (CLSK) | 0% | 0% | 0.24% | 10/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 16.45% | 15.46% |
| Fiserv (FISV) | 15% | 14.64% |
| Alphabet (GOOGL) | 6.77% | 12.79% |
| UnitedHealth (UNH) | 10.64% | 9.61% |
| Shift4 (FOUR) | 5.81% | 5.05% |
| Constellation Energy (CEG) | 3.87% | 3.49% |
| NVIDIA (NVDA) | 3.39% | 3.19% |
Cash & Instruments Over Time
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