Portfolio Diversification
Range
Most Diversified
12 instruments
February 9, 2024
Least Diversified
0 instruments
January 17, 2022
Average
4.5 instruments
Most Consistent Holdings
Top 5
COIN44.53%
META38.8%
ADA37.3%
NVDA31.22%
SFM29.28%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Cardano (ADA) | 36.93% | 0% | 37.3% | 4/4/2023 |
| Coinbase (COIN) | 11.19% | 0% | 44.53% | 10/25/2024 |
| Sprouts (SFM) | 6.53% | 0% | 29.28% | 3/10/2025 |
| Meta (META) | 5.99% | 0% | 38.8% | 8/5/2024 |
| NVIDIA (NVDA) | 5.89% | 0% | 31.22% | 2/24/2025 |
 Spotify (SPOT) | 5.73% | 0% | 28.4% | 3/10/2025 |
 Iris Energy (IREN) | 1.5% | 0% | 6.61% | 10/10/2024 |
 Enphase (ENPH) | 1.17% | 0% | 9.88% | 3/14/2024 |
 Microsoft (MSFT) | 1.16% | 0% | 5.91% | 7/18/2023 |
 Supermicro (SMCI) | 1.15% | 0% | 14.11% | 6/12/2024 |
 AMD (AMD) | 1.06% | 0% | 11.82% | 5/1/2024 |
 Monday.com (MNDY) | 0.99% | 0% | 8.29% | 2/10/2025 |
 Fetch.ai (FET) | 0.96% | 0% | 6% | 9/28/2024 |
 Abercrombie & Fitch (ANF) | 0.84% | 0% | 11.29% | 7/24/2024 |
 Netflix (NFLX) | 0.83% | 0% | 3.62% | 5/18/2023 |
 Adobe (ADBE) | 0.79% | 0% | 8.47% | 2/26/2024 |
 BioNano (BNGO) | 0.76% | 0% | 10.67% | 5/20/2024 |
 Natural Grocers (NGVC) | 0.71% | 10.8% | 9.35% | - |
 Micron (MU) | 0.7% | 0% | 9.88% | 10/18/2024 |
 UiPath (PATH) | 0.68% | 0% | 8.55% | 2/26/2024 |
 Planet Labs (PL) | 0.67% | 6.72% | 6.88% | - |
 Alphabet (GOOGL) | 0.66% | 0% | 10.93% | 12/13/2023 |
 Carvana (CVNA) | 0.66% | 0% | 5.38% | 9/20/2023 |
 Tesla (TSLA) | 0.65% | 0% | 6.7% | 1/27/2025 |
 Apellis (APLS) | 0.65% | 0% | 6.35% | 12/4/2023 |
 Upstart (UPST) | 0.63% | 0% | 11.55% | 12/1/2023 |
 Intuitive Machines (LUNR) | 0.53% | 0% | 5.91% | 3/6/2025 |
 Axcelis (ACLS) | 0.51% | 0% | 4.14% | 2/15/2024 |
 Endava (DAVA) | 0.47% | 0% | 3.97% | 2/1/2024 |
 Intel (INTC) | 0.41% | 0% | 5.29% | 2/12/2024 |
 BigTech | 0.34% | 0% | 2.47% | 9/12/2023 |
 OilWorldWide | 0.34% | 0% | 5.64% | 11/22/2023 |
 Uber (UBER) | 0.34% | 0% | 3.09% | 6/10/2024 |
 SPDR S&P 500 ETF (SPY) | 0.32% | 6.63% | 6.26% | - |
 Sunrun (RUN) | 0.32% | 0% | 5.03% | 2/14/2024 |
 Booking (BKNG) | 0.28% | 0% | 4.32% | 6/11/2024 |
 Marathon Digital (MARA) | 0.25% | 0% | 3.62% | 2/29/2024 |
 Invesco QQQ (QQQ) | 0.25% | 7.7% | 4.32% | - |
 C3.ai (AI) | 0.21% | 0% | 4.32% | 12/14/2023 |
 UnitedHealth (UNH) | 0.19% | 0% | 1.94% | 8/7/2024 |
 MicroStrategy (MSTR) | 0.18% | 0% | 3.62% | 11/25/2024 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.18% | 0% | 2.91% | 2/13/2024 |
 ARM (ARM) | 0.1% | 0% | 1.06% | 6/24/2024 |
 Applied Digital (APLD) | 0.07% | 0% | 0.79% | 12/22/2023 |
 Piedmont Lithium (PLL) | 0.02% | 0% | 0.35% | 5/24/2024 |
 Lockheed Martin (LMT) | 0.01% | 0% | 0.71% | 12/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Spotify (SPOT) | 21.52% | 23.63% |
| Sprouts (SFM) | 18.49% | 21.34% |
| Monday.com (MNDY) | 13.68% | 10.78% |
| Intuitive Machines (LUNR) | 9.06% | 10.47% |
| NVIDIA (NVDA) | 10.76% | 9.68% |
| Planet Labs (PL) | 9.7% | 8.93% |
| Natural Grocers (NGVC) | 7.17% | 6.67% |
| SPDR S&P 500 ETF (SPY) | 4.73% | 4.33% |
| Tesla (TSLA) | 4.88% | 4.17% |