Portfolio Diversification
Range
Most Diversified
85 instruments
August 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
64.7 instruments
Most Consistent Holdings
Top 5
MSFT99.45%
BRK.B99.45%
SCHD96.82%
SOXX96.82%
CRWD95.86%
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) | 5.22% | 3.05% | 96.82% | - |
| Berkshire Hathaway (BRK.B) | 4.34% | 2.83% | 99.45% | - |
 Invesco QQQ (QQQ) | 3.62% | 0% | 62.43% | 5/9/2025 |
| iShares Semiconductor ETF (SOXX) | 3.36% | 0.75% | 96.82% | - |
 Mastercard (MA) | 3.04% | 1.94% | 94.48% | - |
| Microsoft (MSFT) | 2.9% | 2.87% | 99.45% | - |
 Novo-Nordisk (NVO) | 2.74% | 6.35% | 92.27% | - |
 Tesla (TSLA) | 2.66% | 0% | 65.88% | 1/6/2025 |
 GigaCloud (GCT) | 2.53% | 0.75% | 80.39% | - |
 Snowflake (SNOW) | 2.51% | 2.88% | 92.54% | - |
 Palantir (PLTR) | 2.46% | 0% | 81.22% | 6/25/2025 |
 Amazon (AMZN) | 2.45% | 3.27% | 54.7% | - |
| Crowdstrike (CRWD) | 2.18% | 0.56% | 95.86% | - |
 Texas Roadhouse (TXRH) | 2.07% | 1.66% | 95.03% | - |
 Whitehaven Coal (WHC.ASX) | 1.97% | 1.73% | 84.25% | - |
 Enphase (ENPH) | 1.61% | 1.89% | 80.94% | - |
 Trade Desk (TTD) | 1.52% | 2.01% | 92.54% | - |
 Booking (BKNG) | 1.5% | 1.61% | 69.75% | - |
 indie Semiconductor (INDI) | 1.49% | 1.21% | 86.88% | - |
 Celsius (CELH) | 1.44% | 2.93% | 69.48% | - |
 Ionq (IONQ) | 1.37% | 2.95% | 46.69% | - |
 SoFi (SOFI) | 1.34% | 1.66% | 94.89% | - |
 TransMedics (TMDX) | 1.31% | 2.05% | 76.38% | - |
 Intuitive Surgical (ISRG) | 1.12% | 0.8% | 91.71% | - |
 First Solar (FSLR) | 1.08% | 1.77% | 79.28% | - |
 Aehr (AEHR) | 0.93% | 1.89% | 86.74% | - |
 Visa (V) | 0.9% | 0% | 52.07% | 9/27/2024 |
 SentinelOne (S.US) | 0.89% | 0.55% | 91.16% | - |
 Bitcoin (BTC) | 0.86% | 1.46% | 35.36% | - |
 Twilio (TWLO) | 0.85% | 0% | 66.57% | 2/14/2025 |
 Joby Aviation (JOBY) | 0.85% | 2.56% | 47.38% | - |
 Alphabet (GOOG) | 0.74% | 1.79% | 63.26% | - |
 Li Auto (LI) | 0.71% | 0% | 82.73% | 7/31/2025 |
 Salesforce (CRM) | 0.7% | 0% | 60.91% | 2/21/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.64% | 2.22% | 35.77% | - |
 Teck (TECK) | 0.63% | 0% | 41.44% | 8/20/2024 |
 S&P Global (SPGI) | 0.62% | 0% | 60.08% | 1/3/2025 |
 Supermicro (SMCI) | 0.61% | 0% | 49.31% | 11/21/2024 |
 Archer Aviation (ACHR) | 0.6% | 1.1% | 56.63% | - |
 Alpha Metallurgical (AMR) | 0.59% | 0% | 78.73% | 8/1/2025 |
 Datadog (DDOG) | 0.58% | 0% | 66.44% | 2/13/2025 |
 BYD (01211.HK) | 0.57% | 0% | 43.09% | 10/7/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.55% | 0% | 9.67% | 10/15/2024 |
 Block Inc. (XYZ) | 0.54% | 0% | 39.09% | 8/20/2024 |
 D-Wave (QBTS) | 0.53% | 2.15% | 33.29% | - |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.5% | 0% | 10.77% | 4/16/2024 |
 Coca-Cola (KO) | 0.49% | 0% | 7.73% | 11/10/2023 |
 ACM Research (ACMR) | 0.49% | 0.27% | 76.1% | - |
 Technology Select Sector SPDR (XLK) | 0.47% | 0% | 7.87% | 11/10/2023 |
 AMD (AMD) | 0.46% | 1.44% | 42.96% | - |
 Monolithic Power (MPWR) | 0.45% | 0% | 40.88% | 10/21/2024 |
 Global X Uranium ETF (URA) | 0.44% | 1.07% | 44.89% | - |
 Rivian (RIVN) | 0.43% | 0.31% | 79.14% | - |
 Upstart (UPST) | 0.43% | 0% | 41.16% | 10/1/2024 |
 Rigetti (RGTI) | 0.43% | 1.88% | 32.6% | - |
 Broadcom (AVGO) | 0.42% | 0% | 46.82% | 1/27/2025 |
 Cardano (ADA) | 0.41% | 0% | 55.94% | 2/1/2025 |
 ProShares UltraPro QQQ (TQQQ) | 0.4% | 0% | 12.71% | 4/30/2025 |
 Uber (UBER) | 0.39% | 1.08% | 36.88% | - |
 MercadoLibre (MELI) | 0.38% | 0% | 79.7% | 6/6/2025 |
 Palo Alto Networks (PANW) | 0.37% | 0% | 62.29% | 5/21/2025 |
 ASML (ASML) | 0.37% | 0% | 24.31% | 5/21/2025 |
 Riot (RIOT) | 0.36% | 0.38% | 86.05% | - |
 Arcadium Lithium Plc (ALTM) | 0.34% | 0% | 34.67% | 11/14/2024 |
 Immersion (IMMR) | 0.33% | 0.42% | 56.49% | - |
 Vanguard Real Estate ETF (VNQ) | 0.33% | 0% | 34.67% | 4/3/2025 |
 Grayscale Bitcoin Trust BTC (GBTC) | 0.33% | 0% | 40.33% | 8/28/2024 |
 Roku (ROKU) | 0.32% | 0% | 54.14% | 11/15/2024 |
 Solana (SOL) | 0.31% | 0.75% | 41.85% | - |
 Hims & Hers (HIMS) | 0.3% | 1.07% | 42.96% | - |
 DocuSign (DOCU) | 0.29% | 0% | 46.96% | 11/19/2024 |
 Lattice (LSCC) | 0.28% | 0.33% | 76.66% | - |
 SPDR S&P 500 ETF (SPY) | 0.28% | 0% | 22.93% | 10/1/2024 |
 MongoDB (MDB) | 0.27% | 0.2% | 88.26% | - |
 Polestar (PSNY) | 0.27% | 0.32% | 76.24% | - |
 SkyWater (SKYT) | 0.27% | 0.57% | 47.38% | - |
 Vanguard FTSE Europe ETF (VGK) | 0.26% | 0% | 22.65% | 3/1/2024 |
 Petrobras (PBR.A) | 0.26% | 0% | 69.89% | 4/3/2025 |
 Marathon Digital (MARA) | 0.26% | 0.19% | 85.08% | - |
 Evolution (EVO.ST) | 0.24% | 0% | 17.13% | 8/20/2024 |
 Blade (SRTA) | 0.24% | 0.4% | 56.63% | - |
 Confluent (CFLT) | 0.23% | 0% | 52.49% | 12/18/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 0.23% | 0% | 5.11% | 11/9/2023 |
 Lemonade (LMND) | 0.22% | 0% | 44.2% | 9/30/2024 |
 Alibaba (BABA) | 0.22% | 0% | 47.51% | 11/15/2024 |
 RealReal (REAL) | 0.21% | 0% | 38.12% | 8/14/2024 |
 Nio (NIO) | 0.21% | 0.25% | 80.52% | - |
 Coinbase (COIN) | 0.21% | 0% | 21.82% | 4/16/2024 |
 Nike (NKE) | 0.21% | 0.47% | 40.75% | - |
 Chipotle (CMG) | 0.2% | 0% | 35.5% | 7/19/2024 |
 The Sandbox (SAND) | 0.2% | 0.35% | 39.5% | - |
 ServiceNow (NOW) | 0.2% | 0% | 39.23% | 8/20/2024 |
 iShares MSCI India ETF (INDA) | 0.2% | 0% | 37.85% | 9/13/2024 |
 Fisker (FSRNQ) | 0.19% | 0% | 34.12% | 8/20/2024 |
 Virgin Galactic (SPCE) | 0.18% | 0.02% | 91.57% | - |
 Deere (DE) | 0.18% | 0% | 41.44% | 9/6/2024 |
 Inari Medical (NARI) | 0.18% | 0% | 49.31% | 2/24/2025 |
 Unity (U) | 0.17% | 0.32% | 79.01% | - |
 XRP (XRP) | 0.16% | 0% | 47.38% | 11/14/2024 |
 Intuit (INTU) | 0.16% | 0% | 35.91% | 8/19/2024 |
 Zscaler (ZS) | 0.16% | 0% | 36.6% | 8/20/2024 |
 Vanguard Health Care ETF (VHT) | 0.15% | 0% | 17.68% | 4/3/2025 |
 XPeng (XPEV) | 0.14% | 0% | 38.4% | 11/13/2024 |
 Qualcomm (QCOM) | 0.14% | 0.23% | 53.45% | - |
 Ouster (OUST) | 0.14% | 0.81% | 26.8% | - |
 Energy Select Sector SPDR (XLE) | 0.13% | 0% | 19.34% | 11/20/2024 |
 Ethereum (ETH) | 0.13% | 0.73% | 25.97% | - |
 Planet Labs (PL) | 0.13% | 0% | 36.05% | 8/20/2024 |
 Twist Bioscience (TWST) | 0.12% | 0.36% | 47.38% | - |
 ARK Innovation ETF (ARKK) | 0.12% | 0% | 14.36% | 2/21/2024 |
 Eli Lilly (LLY) | 0.11% | 1.3% | 15.06% | - |
 Hut 8 (HUT) | 0.11% | 0% | 43.78% | 11/11/2024 |
 Innoviz (INVZ) | 0.1% | 0.5% | 26.8% | - |
 Procter & Gamble (PG) | 0.1% | 0% | 4.83% | 11/14/2023 |
 Yancoal Australia Ltd (YAL.ASX) | 0.1% | 0% | 11.74% | 11/24/2024 |
 TRON (TRX) | 0.09% | 0% | 18.23% | 4/16/2024 |
 ARK Fintech Innovation ETF (ARKF) | 0.09% | 0% | 14.36% | 2/21/2024 |
 RBI (QSR) | 0.09% | 0% | 15.33% | 2/22/2024 |
 KraneShares CSI China Internet (KWEB) | 0.08% | 0% | 5.66% | 11/12/2024 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.08% | 0% | 14.23% | 2/21/2024 |
 SPDR Gold (GLD) | 0.08% | 0% | 10.91% | 10/7/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.07% | 0% | 13.67% | 2/21/2024 |
 SoundHound (SOUN) | 0.07% | 0.32% | 28.31% | - |
 Aurora (AUR) | 0.07% | 0.2% | 26.8% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.06% | 0% | 4.56% | 10/1/2024 |
 iRobot (IRBT) | 0.06% | 0% | 5.8% | 12/20/2023 |
 IOTA (MIOTA) | 0.06% | 0.13% | 32.87% | - |
 Costco (COST) | 0.06% | 0% | 8.84% | 1/3/2025 |
 Navitas Semiconductor (NVTS) | 0.05% | 0.3% | 14.78% | - |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 0.05% | 0% | 4.14% | 4/30/2025 |
 Talkspace (TALK.US) | 0.05% | 0.22% | 18.92% | - |
 Rolls-Royce (RR.L) | 0.04% | 0% | 6.49% | 12/27/2023 |
 RingCentral (RNG) | 0.04% | 0.3% | 14.78% | - |
 Amundi CAC 40 (GC40.DE) | 0.03% | 0% | 6.77% | 9/13/2024 |
 Yearn.finance (YFI) | 0.03% | 0% | 8.84% | 1/13/2025 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 3.59% | 11/22/2023 |
 QuantumScape (QS) | 0.03% | 0.64% | 3.73% | - |
 CRISPR Therapeutics (CRSP) | 0.02% | 0.48% | 5.11% | - |
 EUR/USD (EURUSD) | 0.02% | 0% | 0.97% | 4/21/2024 |
 Sigma Lithium (SGML) | 0.02% | 0.52% | 3.45% | - |
 Duolingo (DUOL) | 0.02% | 0.39% | 3.59% | - |
 GER40 Index (Non Expiry) (GER40) | 0.01% | 0% | 0.41% | 11/9/2023 |
 Autodesk (ADSK) | 0.01% | 0% | 2.62% | 12/20/2023 |
 DexCom (DXCM) | 0.01% | 0% | 3.45% | 8/20/2024 |
 UnitedHealth (UNH) | 0.01% | 0% | 0.83% | 5/21/2025 |
 Pfizer (PFE) | 0.01% | 0% | 0.83% | 8/20/2024 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.14% | 10/30/2023 |
 Oil (Non Expiry) (OIL) | 0% | 0% | 0.14% | 4/10/2025 |
 SPDR S&P Biotech ETF (XBI) | 0% | 0% | 0.41% | 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 (SRTA) | 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% |