Portfolio Diversification
Range
Most Diversified
40 instruments
July 11, 2023
Least Diversified
0 instruments
February 2, 2025
Average
38.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
AMZN99.91%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 12.19% | 11.55% | 99.91% | - |
 NVIDIA (NVDA) | 9.05% | 14.87% | 99.91% | - |
| Microsoft (MSFT) | 7.32% | 6.99% | 99.91% | - |
 Tesla (TSLA) | 6.76% | 4.82% | 99.91% | - |
 Ethereum (ETH) | 6.21% | 3.91% | 99.91% | - |
| Alphabet (GOOG) | 5.94% | 5.89% | 99.91% | - |
 AMD (AMD) | 5.35% | 3.58% | 99.91% | - |
| Amazon (AMZN) | 5.02% | 5.18% | 99.91% | - |
 Mastercard (MA) | 3.44% | 3.79% | 99.91% | - |
 Shopify (SHOP) | 2.98% | 3.24% | 99.91% | - |
 Salesforce (CRM) | 2.69% | 2.6% | 99.91% | - |
 PayPal (PYPL) | 2.41% | 1.61% | 99.91% | - |
 Adobe (ADBE) | 2.12% | 1.41% | 99.91% | - |
 iShares MSCI ACWI Index Fund (ACWI) | 1.95% | 1.88% | 99.91% | - |
 iShares Core S&P 500 ETF (IVV) | 1.92% | 2.01% | 93.17% | - |
 Netflix (NFLX) | 1.83% | 3.35% | 99.91% | - |
 Bitcoin (BTC) | 1.81% | 3.16% | 99.91% | - |
 Nintendo (NTDOY) | 1.71% | 2.21% | 99.91% | - |
 eBay (EBAY) | 1.62% | 0% | 95.56% | 2/27/2025 |
 Johnson & Johnson (JNJ) | 1.51% | 1.24% | 99.91% | - |
 China Longyuan (0916.HK) | 1.48% | 0.82% | 99.91% | - |
 Quidel (QDEL) | 1.15% | 0.43% | 84.81% | - |
 SolarEdge (SEDG) | 1.14% | 0% | 82% | 9/19/2024 |
 Pfizer (PFE) | 1.11% | 0.54% | 99.91% | - |
 EA (EA) | 1.09% | 1.04% | 99.91% | - |
 Sainsbury's (SBRY.L) | 1.02% | 0.89% | 99.91% | - |
 Intel (INTC) | 1.02% | 0.49% | 99.91% | - |
| Meta (META) | 0.96% | 1.31% | 99.91% | - |
 Disney (DIS) | 0.84% | 0.59% | 99.91% | - |
 Micron (MU) | 0.76% | 0.58% | 99.91% | - |
 Concentrix (CNXC) | 0.67% | 0.75% | 59.81% | - |
 Uber (UBER) | 0.63% | 0.88% | 99.91% | - |
 ASML (ASML) | 0.6% | 0.59% | 80.55% | - |
 American Airlines (AAL) | 0.38% | 0.21% | 99.91% | - |
 Visa (V) | 0.34% | 0% | 62.2% | 1/29/2024 |
 Tilray (TLRY) | 0.34% | 0% | 82% | 9/19/2024 |
 Alibaba (BABA) | 0.31% | 0.64% | 60.58% | - |
 Zoom (ZM) | 0.31% | 0.23% | 99.91% | - |
 DocuSign (DOCU) | 0.31% | 0% | 97.87% | 3/26/2025 |
 Unity (U) | 0.19% | 0% | 91.55% | 1/10/2025 |
 Teleperformance (TEP.PA) | 0.17% | 0.52% | 34.47% | - |
 Rheinmetall (RHM.DE) | 0.07% | 2.19% | 3.92% | - |
 SAP (SAP.DE) | 0.03% | 1.5% | 2.05% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 1.25% | 15.87% |
| Apple (AAPL) | 7.38% | 11.82% |
| Tesla (TSLA) | 1.57% | 7.91% |
| Ethereum (ETH) | 1.35% | 6.57% |
| Microsoft (MSFT) | 5.07% | 6.46% |
| Alphabet (GOOG) | 5.33% | 5.89% |
| Amazon (AMZN) | 5.64% | 5.29% |
| AMD (AMD) | 3.2% | 3.98% |
| Shopify (SHOP) | 5.01% | 3.32% |
| Mastercard (MA) | 2.82% | 3.1% |
| Salesforce (CRM) | 2.26% | 2.83% |
| Bitcoin (BTC) | 0.94% | 2.82% |
| Netflix (NFLX) | 2.51% | 2.46% |
| PayPal (PYPL) | 5.64% | 1.82% |
| iShares Core S&P 500 ETF (IVV) | 3.13% | 1.81% |
| iShares MSCI ACWI Index Fund (ACWI) | 3.13% | 1.6% |
| eBay (EBAY) | 3.13% | 1.46% |
| Nintendo (NTDOY) | 1.88% | 1.44% |
| Adobe (ADBE) | 3.13% | 1.44% |
| Meta (META) | 1.25% | 1.23% |
| Johnson & Johnson (JNJ) | 1.88% | 0.92% |
| EA (EA) | 1.88% | 0.84% |
| Sainsbury's (SBRY.L) | 1.25% | 0.75% |
| China Longyuan (0916.HK) | 3.13% | 0.7% |
| Disney (DIS) | 1.5% | 0.62% |
| Quidel (QDEL) | 3.13% | 0.61% |
| Uber (UBER) | 1.25% | 0.57% |
| Micron (MU) | 1.25% | 0.57% |
| Concentrix (CNXC) | 2.51% | 0.55% |
| Pfizer (PFE) | 1.88% | 0.52% |
| ASML (ASML) | 0.94% | 0.51% |
| Intel (INTC) | 3.13% | 0.41% |
| Alibaba (BABA) | 0.97% | 0.4% |
| Teleperformance (TEP.PA) | 0.94% | 0.39% |
| American Airlines (AAL) | 0.88% | 0.31% |
| DocuSign (DOCU) | 1.5% | 0.3% |
| Zoom (ZM) | 1.57% | 0.22% |
| Unity (U) | 1.25% | 0.08% |