Portfolio Diversification
Range
Most Diversified
11 instruments
April 1, 2025
Least Diversified
6 instruments
November 25, 2023
Average
7.3 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
JPM100%
BTC100%
ETH85.95%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 35.57% | 39.57% | 100% | - |
| Alphabet (GOOG) | 18.7% | 17.55% | 100% | - |
 Palantir (PLTR) | 12.93% | 0% | 79.45% | 2/7/2025 |
| Apple (AAPL) | 7.55% | 3.99% | 100% | - |
| JPMorgan (JPM) | 6.4% | 4.64% | 100% | - |
| Ethereum (ETH) | 2.61% | 0% | 85.95% | 4/10/2025 |
 Alphabet (GOOGL) | 2.3% | 0% | 33.54% | 11/24/2023 |
 Lantronix (LTRX) | 1.01% | 5.72% | 22.33% | - |
 Amazon (AMZN) | 0.68% | 4.65% | 15.09% | - |
 Alibaba (BABA) | 0.67% | 3.3% | 18.66% | - |
 UnitedHealth (UNH) | 0.67% | 6.44% | 10.48% | - |
 Microsoft (MSFT) | 0.34% | 2.09% | 16.25% | - |
 Evolution (EVO.ST) | 0.26% | 2.73% | 10.38% | - |
 Chevron (CVX) | 0.26% | 1.81% | 14.05% | - |
 Vanguard FTSE Developed Market ETF (VEA) | 0.2% | 0% | 15.72% | 4/10/2025 |
 Tesla (TSLA) | 0.04% | 0% | 3.98% | 2/9/2023 |
 Dell (DELL) | 0.03% | 0% | 0.94% | 4/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 34.12% | 39.99% |
| Palantir (PLTR) | 10.16% | 30.58% |
| Alphabet (GOOG) | 21.82% | 12.88% |
| Apple (AAPL) | 9.09% | 5.41% |
| JPMorgan (JPM) | 7.27% | 4.65% |
| Ethereum (ETH) | 5.45% | 2.23% |
| Vanguard FTSE Developed Market ETF (VEA) | 3.64% | 1.23% |