Portfolio Diversification
Range
Most Diversified
85 instruments
August 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
64.5 instruments
Most Consistent Holdings
Top 5
MSFT99.37%
BRK.B99.37%
SCHD96.36%
SOXX96.36%
CRWD95.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 11, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 5.54% | 3.57% | 96.36% | - |
| Berkshire Hathaway (BRK.B) | 4.59% | 2.4% | 99.37% | - |
 Invesco QQQ (QQQ) | 4.15% | 0% | 71.52% | 5/9/2025 |
| iShares Semiconductor ETF (SOXX) | 3.75% | 0.69% | 96.36% | - |
 Mastercard (MA) | 3.19% | 2.83% | 93.67% | - |
 Tesla (TSLA) | 3.05% | 0% | 75.47% | 1/6/2025 |
| Microsoft (MSFT) | 2.84% | 4.09% | 99.37% | - |
 GigaCloud (GCT) | 2.8% | 0.54% | 77.53% | - |
 Palantir (PLTR) | 2.76% | 1.88% | 90.19% | - |
 Snowflake (SNOW) | 2.46% | 3.88% | 91.46% | - |
| Crowdstrike (CRWD) | 2.41% | 0.66% | 95.25% | - |
 Novo-Nordisk (NVO) | 2.37% | 5.13% | 91.14% | - |
 Amazon (AMZN) | 2.33% | 3.76% | 48.1% | - |
 Whitehaven Coal (WHC.ASX) | 2% | 1.64% | 81.96% | - |
 Texas Roadhouse (TXRH) | 1.96% | 3.2% | 94.3% | - |
 Enphase (ENPH) | 1.59% | 1.61% | 78.16% | - |
 indie Semiconductor (INDI) | 1.54% | 0.85% | 84.97% | - |
 Booking (BKNG) | 1.48% | 2.1% | 65.35% | - |
 SoFi (SOFI) | 1.33% | 1.5% | 94.15% | - |
 Trade Desk (TTD) | 1.31% | 3.89% | 91.46% | - |
 Celsius (CELH) | 1.17% | 3.76% | 65.03% | - |
 Intuitive Surgical (ISRG) | 1.16% | 1% | 90.51% | - |
 Ionq (IONQ) | 1.14% | 2.88% | 38.92% | - |
 TransMedics (TMDX) | 1.13% | 3.96% | 72.94% | - |
 Visa (V) | 1.04% | 0% | 59.65% | 9/27/2024 |
 First Solar (FSLR) | 1.01% | 1.5% | 76.27% | - |
 Twilio (TWLO) | 0.98% | 0% | 76.27% | 2/14/2025 |
 SentinelOne (S.US) | 0.94% | 0.57% | 89.87% | - |
 Aehr (AEHR) | 0.88% | 0.88% | 84.81% | - |
 Salesforce (CRM) | 0.8% | 0% | 69.78% | 2/21/2025 |
 Li Auto (LI) | 0.8% | 0.25% | 86.23% | - |
 Bitcoin (BTC) | 0.77% | 1.43% | 25.95% | - |
 Teck (TECK) | 0.72% | 0% | 47.47% | 8/20/2024 |
 S&P Global (SPGI) | 0.71% | 0% | 68.83% | 1/3/2025 |
 Supermicro (SMCI) | 0.7% | 0% | 56.49% | 11/21/2024 |
 Alpha Metallurgical (AMR) | 0.67% | 0.09% | 81.49% | - |
 Datadog (DDOG) | 0.66% | 0% | 76.11% | 2/13/2025 |
 BYD (01211.HK) | 0.65% | 0% | 49.37% | 10/7/2024 |
 Alphabet (GOOG) | 0.63% | 1.39% | 57.91% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.63% | 0% | 11.08% | 10/15/2024 |
 Block Inc. (XYZ) | 0.62% | 0% | 44.78% | 8/20/2024 |
 Joby Aviation (JOBY) | 0.59% | 1.62% | 39.72% | - |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.57% | 0% | 12.34% | 4/16/2024 |
 Coca-Cola (KO) | 0.56% | 0% | 8.86% | 11/10/2023 |
 Technology Select Sector SPDR (XLK) | 0.54% | 0% | 9.02% | 11/10/2023 |
 ACM Research (ACMR) | 0.52% | 0.26% | 72.63% | - |
 Monolithic Power (MPWR) | 0.51% | 0% | 46.84% | 10/21/2024 |
 Archer Aviation (ACHR) | 0.49% | 1.38% | 50.32% | - |
 Upstart (UPST) | 0.49% | 0% | 47.15% | 10/1/2024 |
 Broadcom (AVGO) | 0.48% | 0% | 53.64% | 1/27/2025 |
 Cardano (ADA) | 0.47% | 0% | 64.08% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.46% | 0% | 14.56% | 4/30/2025 |
 Rivian (RIVN) | 0.45% | 0.32% | 76.11% | - |
 MercadoLibre (MELI) | 0.43% | 0% | 91.3% | 6/6/2025 |
 Palo Alto Networks (PANW) | 0.42% | 0% | 71.36% | 5/21/2025 |
 ASML (ASML) | 0.42% | 0% | 27.85% | 5/21/2025 |
 Arcadium Lithium Plc (ALTM) | 0.38% | 0% | 39.72% | 11/14/2024 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.38% | 1.54% | 26.42% | - |
 Vanguard Real Estate ETF (VNQ) | 0.38% | 0% | 39.72% | 4/3/2025 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.38% | 0% | 46.2% | 8/28/2024 |
 Roku (ROKU) | 0.37% | 0% | 62.03% | 11/15/2024 |
 Riot (RIOT) | 0.37% | 0.3% | 84.02% | - |
 Global X Uranium ETF (URA) | 0.36% | 0.93% | 36.87% | - |
 DocuSign (DOCU) | 0.33% | 0% | 53.8% | 11/19/2024 |
 SPDR S&P 500 ETF (SPY) | 0.32% | 0% | 26.27% | 10/1/2024 |
 Immersion (IMMR) | 0.31% | 0.48% | 50.16% | - |
 AMD (AMD) | 0.31% | 1.16% | 34.65% | - |
 Vanguard FTSE Europe ETF (VGK) | 0.3% | 0% | 25.95% | 3/1/2024 |
 Petrobras (PBR.A) | 0.3% | 0% | 80.06% | 4/3/2025 |
 MongoDB (MDB) | 0.29% | 0.14% | 86.55% | - |
 Uber (UBER) | 0.29% | 1.07% | 27.69% | - |
 Lattice (LSCC) | 0.28% | 0.25% | 73.26% | - |
 Evolution (EVO.ST) | 0.28% | 0% | 19.62% | 8/20/2024 |
 Confluent (CFLT) | 0.27% | 0% | 60.13% | 12/18/2024 |
 Marathon Digital (MARA) | 0.27% | 0.2% | 82.91% | - |
 D-Wave (QBTS) | 0.27% | 2.73% | 23.58% | - |
 Solana (SOL) | 0.27% | 0.58% | 33.39% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.26% | 0% | 5.85% | 11/9/2023 |
 Polestar (PSNY) | 0.26% | 0.34% | 72.78% | - |
 Lemonade (LMND) | 0.25% | 0% | 50.63% | 9/30/2024 |
 Alibaba (BABA) | 0.25% | 0% | 54.43% | 11/15/2024 |
 RealReal (REAL) | 0.24% | 0% | 43.67% | 8/14/2024 |
 Coinbase (COIN) | 0.24% | 0% | 25% | 4/16/2024 |
 Chipotle (CMG) | 0.23% | 0% | 40.66% | 7/19/2024 |
 Rigetti (RGTI) | 0.23% | 1.47% | 22.78% | - |
 ServiceNow (NOW) | 0.23% | 0% | 44.94% | 8/20/2024 |
 iShares MSCI India ETF (INDA) | 0.22% | 0% | 43.35% | 9/13/2024 |
 Fisker (FSRNQ) | 0.22% | 0% | 39.08% | 8/20/2024 |
 SkyWater (SKYT) | 0.22% | 0.53% | 39.72% | - |
 Hims & Hers (HIMS) | 0.21% | 0.99% | 34.65% | - |
 Blade (BLDE) | 0.21% | 0.4% | 50.32% | - |
 Nio (NIO) | 0.21% | 0.16% | 77.69% | - |
 Virgin Galactic (SPCE) | 0.21% | 0.02% | 90.35% | - |
 Deere (DE) | 0.21% | 0% | 47.47% | 9/6/2024 |
 Inari Medical (NARI) | 0.2% | 0% | 56.49% | 2/24/2025 |
 XRP (XRP) | 0.19% | 0% | 54.27% | 11/14/2024 |
 Intuit (INTU) | 0.19% | 0% | 41.14% | 8/19/2024 |
 The Sandbox (SAND) | 0.18% | 0.35% | 30.7% | - |
 Zscaler (ZS) | 0.18% | 0% | 41.93% | 8/20/2024 |
 Vanguard Health Care ETF (VHT) | 0.17% | 0% | 20.25% | 4/3/2025 |
 Nike (NKE) | 0.17% | 0.42% | 32.12% | - |
 XPeng (XPEV) | 0.17% | 0% | 43.99% | 11/13/2024 |
 Unity (U) | 0.16% | 0.19% | 75.95% | - |
 Energy Select Sector SPDR (XLE) | 0.15% | 0% | 22.15% | 11/20/2024 |
 Planet Labs (PL) | 0.15% | 0% | 41.3% | 8/20/2024 |
 ARK Innovation ETF (ARKK) | 0.14% | 0% | 16.46% | 2/21/2024 |
 Qualcomm (QCOM) | 0.13% | 0.22% | 46.68% | - |
 Hut 8 (HUT) | 0.12% | 0% | 50.16% | 11/11/2024 |
 Procter & Gamble (PG) | 0.11% | 0% | 5.54% | 11/14/2023 |
 Yancoal Australia Ltd (YAL.ASX) | 0.11% | 0% | 13.45% | 11/24/2024 |
 TRON (TRX) | 0.1% | 0% | 20.89% | 4/16/2024 |
 Twist Bioscience (TWST) | 0.1% | 0.17% | 39.72% | - |
 ARK Fintech Innovation ETF (ARKF) | 0.1% | 0% | 16.46% | 2/21/2024 |
 RBI (QSR) | 0.1% | 0% | 17.56% | 2/22/2024 |
 KraneShares CSI China Internet (KWEB) | 0.1% | 0% | 6.49% | 11/12/2024 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.09% | 0% | 16.3% | 2/21/2024 |
 SPDR Gold (GLD) | 0.09% | 0% | 12.5% | 10/7/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.09% | 0% | 15.66% | 2/21/2024 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.07% | 0% | 5.22% | 10/1/2024 |
 iRobot (IRBT) | 0.07% | 0% | 6.65% | 12/20/2023 |
 Costco (COST) | 0.06% | 0% | 10.13% | 1/3/2025 |
 Ethereum (ETH) | 0.06% | 0.44% | 15.19% | - |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 0.05% | 0% | 4.75% | 4/30/2025 |
 Ouster (OUST) | 0.05% | 0.45% | 16.14% | - |
 Rolls-Royce (RR.L) | 0.05% | 0% | 7.44% | 12/27/2023 |
 Aurora (AUR) | 0.05% | 0.22% | 16.14% | - |
 SoundHound (SOUN) | 0.05% | 0.24% | 17.88% | - |
 Innoviz (INVZ) | 0.04% | 0.29% | 16.14% | - |
 IOTA (MIOTA) | 0.04% | 0.13% | 23.1% | - |
 Amundi CAC 40 (GC40.DE) | 0.04% | 0% | 7.75% | 9/13/2024 |
 Yearn.finance (YFI) | 0.04% | 0% | 10.13% | 1/13/2025 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 4.11% | 11/22/2023 |
 EUR/USD (EURUSD) | 0.02% | 0% | 1.11% | 4/21/2024 |
 Talkspace (TALK.US) | 0.02% | 0.29% | 7.12% | - |
 GER40 Index (Non Expiry) (GER40) | 0.02% | 0% | 0.47% | 11/9/2023 |
 Autodesk (ADSK) | 0.02% | 0% | 3.01% | 12/20/2023 |
 DexCom (DXCM) | 0.02% | 0% | 3.96% | 8/20/2024 |
 Eli Lilly (LLY) | 0.01% | 0.53% | 2.69% | - |
 UnitedHealth (UNH) | 0.01% | 0% | 0.95% | 5/21/2025 |
 Pfizer (PFE) | 0.01% | 0% | 0.95% | 8/20/2024 |
 Navitas Semiconductor (NVTS) | 0.01% | 0.35% | 2.37% | - |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.16% | 10/30/2023 |
 RingCentral (RNG) | 0.01% | 0.27% | 2.37% | - |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.16% | 4/10/2025 |
 SPDR S&P Biotech ETF (XBI) | 0% | 0% | 0.47% | 4/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 5.09% | 5.57% |
| Schwab US Dividend Equity ETF (SCHD) | 4.13% | 4.22% |
| Palantir (PLTR) | 0.99% | 3.91% |
| Snowflake (SNOW) | 3.84% | 3.81% |
| Novo-Nordisk (NVO) | 4.83% | 3.81% |
| Berkshire Hathaway (BRK.B) | 3.47% | 3.78% |
| SoFi (SOFI) | 1.98% | 3.38% |
| Crowdstrike (CRWD) | 2.48% | 3.07% |
| Enphase (ENPH) | 4.47% | 3.02% |
| Ionq (IONQ) | 0.66% | 2.9% |
| Booking (BKNG) | 2.32% | 2.87% |
| Mastercard (MA) | 2.32% | 2.84% |
| Texas Roadhouse (TXRH) | 2.22% | 2.42% |
| Microsoft (MSFT) | 2.35% | 2.36% |
| Salesforce (CRM) | 1.98% | 2.25% |
| TransMedics (TMDX) | 3.31% | 2.2% |
| Celsius (CELH) | 2.98% | 2.08% |
| Whitehaven Coal (WHC.ASX) | 2.81% | 2.01% |
| Joby Aviation (JOBY) | 1.32% | 1.83% |
| Intuitive Surgical (ISRG) | 1.32% | 1.67% |
| Tesla (TSLA) | 0.66% | 1.5% |
| Archer Aviation (ACHR) | 0.66% | 1.48% |
| Aehr (AEHR) | 1.98% | 1.45% |
| ASML (ASML) | 1.65% | 1.45% |
| Twilio (TWLO) | 0.83% | 1.37% |
| indie Semiconductor (INDI) | 2.71% | 1.34% |
| iShares Semiconductor ETF (SOXX) | 1.34% | 1.21% |
| First Solar (FSLR) | 1.39% | 1.19% |
| Cardano (ADA) | 0.99% | 1.18% |
| Broadcom (AVGO) | 0.66% | 1.09% |
| Trade Desk (TTD) | 0.66% | 0.95% |
| SkyWater (SKYT) | 0.66% | 0.9% |
| Vanguard Real Estate ETF (VNQ) | 0.99% | 0.85% |
| Uber (UBER) | 0.99% | 0.85% |
| Global X Uranium ETF (URA) | 1.16% | 0.83% |
| S&P Global (SPGI) | 0.66% | 0.82% |
| Vanguard Health Care ETF (VHT) | 0.99% | 0.81% |
| The Sandbox (SAND) | 0.99% | 0.79% |
| SentinelOne (S.US) | 0.66% | 0.77% |
| Palo Alto Networks (PANW) | 0.66% | 0.69% |
| ACM Research (ACMR) | 1.16% | 0.67% |
| Immersion (IMMR) | 0.99% | 0.61% |
| Costco (COST) | 0.66% | 0.61% |
| Alpha Metallurgical (AMR) | 1.16% | 0.59% |
| Rivian (RIVN) | 0.66% | 0.58% |
| Nike (NKE) | 0.66% | 0.57% |
| Blade (BLDE) | 0.5% | 0.5% |
| Li Auto (LI) | 0.66% | 0.47% |
| ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.66% | 0.46% |
| AMD (AMD) | 0.66% | 0.46% |
| Datadog (DDOG) | 0.33% | 0.45% |
| Polestar (PSNY) | 0.66% | 0.39% |
| Hims & Hers (HIMS) | 0.33% | 0.35% |
| Riot (RIOT) | 0.66% | 0.35% |
| MercadoLibre (MELI) | 0.33% | 0.35% |
| Yearn.finance (YFI) | 0.33% | 0.34% |
| Lattice (LSCC) | 0.5% | 0.33% |
| Inari Medical (NARI) | 0.33% | 0.31% |
| Twist Bioscience (TWST) | 0.33% | 0.28% |
| Qualcomm (QCOM) | 0.33% | 0.26% |
| GigaCloud (GCT) | 0.33% | 0.24% |
| Marathon Digital (MARA) | 0.5% | 0.24% |
| Petrobras (PBR.A) | 0.33% | 0.24% |
| Nio (NIO) | 0.33% | 0.21% |
| Unity (U) | 0.33% | 0.19% |
| MongoDB (MDB) | 0.33% | 0.17% |
| Virgin Galactic (SPCE) | 0.33% | 0.05% |