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Portfolio Diversification
Range
Most Diversified
8 instruments
January 2, 2023
Least Diversified
6 instruments
September 29, 2023
Average
6.3 instruments
Most Consistent Holdings
Top 5
TSLA100%
NIU100%
MSTR100%
COMP100%
AAVE100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 39.99% | 56.6% | 100% | - |
| MicroStrategy (MSTR) | 20.48% | 14.51% | 100% | - |
 Visa (V) | 19.55% | 26.59% | 72.25% | - |
 Merck (MRK) | 8.38% | 0% | 27.75% | 11/17/2023 |
 Reata Pharmaceuticals Inc (RETA) | 4.47% | 0% | 23.4% | 9/28/2023 |
| Aave (AAVE) | 2% | 1.38% | 100% | - |
| Compound (COMP) | 1.15% | 0.31% | 100% | - |
 AbbVie (ABBV) | 1.12% | 0% | 5.14% | 3/1/2023 |
| Niu (NIU) | 0.29% | 0.29% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 24.21% | 54.93% |
| Visa (V) | 35.9% | 26.12% |
| MicroStrategy (MSTR) | 15.76% | 16.26% |
| Aave (AAVE) | 7.34% | 1.72% |
| Compound (COMP) | 11.21% | 0.45% |
| Niu (NIU) | 5.03% | 0.23% |
Cash & Instruments Over Time
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