Portfolio Diversification
Range
Most Diversified
95 instruments
January 8, 2022
Least Diversified
58 instruments
September 10, 2024
Average
75.5 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 9.29% | 11.05% | 100% | - |
| Alphabet (GOOG) | 7.94% | 14.53% | 100% | - |
| Amazon (AMZN) | 7.94% | 12.04% | 100% | - |
| Apple (AAPL) | 6.94% | 6.19% | 100% | - |
 Visa (V) | 4.05% | 1.34% | 100% | - |
 Mastercard (MA) | 4% | 1.12% | 100% | - |
 Cloudflare (NET) | 3.38% | 6.8% | 100% | - |
 Disney (DIS) | 3.28% | 0% | 97.56% | 8/6/2025 |
 Adobe (ADBE) | 3.11% | 0.41% | 100% | - |
 MercadoLibre (MELI) | 2.58% | 3.85% | 100% | - |
| Meta (META) | 2.27% | 2.96% | 100% | - |
 MongoDB (MDB) | 2.26% | 0.68% | 100% | - |
 AMD (AMD) | 2.09% | 1.77% | 100% | - |
 Shopify (SHOP) | 2.07% | 2.12% | 100% | - |
 JPMorgan (JPM) | 1.96% | 2.45% | 100% | - |
 NVIDIA (NVDA) | 1.81% | 2.31% | 100% | - |
 PayPal (PYPL) | 1.72% | 0.21% | 100% | - |
 Booking (BKNG) | 1.65% | 1.73% | 85.38% | - |
 Alibaba (BABA) | 1.39% | 1.73% | 100% | - |
 Block Inc. (XYZ) | 1.32% | 0% | 97.56% | 8/6/2025 |
 Nike (NKE) | 1.25% | 0% | 96.5% | 8/6/2025 |
 Airbus (AIR.PA) | 1.13% | 0.71% | 100% | - |
 Veeva (VEEV) | 1.08% | 0% | 77% | 5/21/2025 |
 Nintendo (NTDOY) | 0.86% | 0.79% | 100% | - |
 SolarEdge (SEDG) | 0.84% | 0% | 69.84% | 8/6/2024 |
 Southwest (LUV) | 0.81% | 0.53% | 100% | - |
 Elastic (ESTC) | 0.81% | 0.52% | 100% | - |
 Salesforce (CRM) | 0.8% | 0.91% | 100% | - |
 Crowdstrike (CRWD) | 0.79% | 0.96% | 100% | - |
 Couchbase (BASE) | 0.76% | 0% | 55.06% | 8/6/2025 |
 Micron (MU) | 0.67% | 0.43% | 93.45% | - |
 Tesla (TSLA) | 0.66% | 0.59% | 100% | - |
 Unity (U) | 0.65% | 0% | 97.56% | 8/6/2025 |
 Intel (INTC) | 0.64% | 0.95% | 77.99% | - |
 Roblox (RBLX) | 0.62% | 1.7% | 99.47% | - |
 Vertex (VRTX) | 0.61% | 0.46% | 100% | - |
 UBS (UBSG.ZU) | 0.58% | 0.64% | 100% | - |
 Vanguard Value ETF (VTV) | 0.56% | 0.48% | 99.92% | - |
 Starbucks (SBUX) | 0.56% | 0.28% | 100% | - |
 First Solar (FSLR) | 0.56% | 0.51% | 100% | - |
 Trade Desk (TTD) | 0.52% | 0.24% | 100% | - |
 Tencent (0700.HK) | 0.49% | 0.56% | 100% | - |
 Synopsys (SNPS) | 0.45% | 0.44% | 100% | - |
 Financial Select Sector SPDR (XLF) | 0.44% | 0.42% | 99.47% | - |
 Centene (CNC) | 0.43% | 0.1% | 100% | - |
 Coinbase (COIN) | 0.39% | 0% | 51.26% | 12/4/2023 |
 Enphase (ENPH) | 0.37% | 0% | 52.09% | 2/18/2025 |
 HubSpot (HUBS) | 0.36% | 0.26% | 99.77% | - |
 Dior (CDI.PA) | 0.36% | 0.19% | 99.92% | - |
 iShares MSCI India ETF (INDA) | 0.35% | 0.27% | 100% | - |
 Ryanair (RYAAY) | 0.34% | 0% | 46.38% | 5/6/2024 |
 Neurocrine Biosciences (NBIX) | 0.34% | 0.3% | 100% | - |
 Airbnb (ABNB) | 0.32% | 0.21% | 100% | - |
 Nio (NIO) | 0.31% | 0% | 84.69% | 2/18/2025 |
 Energy Select Sector SPDR (XLE) | 0.3% | 0.26% | 83.47% | - |
 Weyerhaeuser (WY) | 0.3% | 0.17% | 100% | - |
 Aurubis (NDA.DE) | 0.28% | 0.24% | 100% | - |
 Leidos (LDOS) | 0.27% | 0.29% | 100% | - |
 Barrick (B) | 0.25% | 0.28% | 99.92% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.25% | 0.25% | 77.99% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.25% | 0.21% | 99.47% | - |
 BlackRock (BLK) | 0.24% | 0.24% | 100% | - |
 DigitalOcean (DOCN) | 0.23% | 0% | 22.16% | 8/30/2023 |
 Corsair (CRSR) | 0.22% | 0% | 16.53% | 8/8/2022 |
 Renewables Infrastructure Group (TRIG.L) | 0.19% | 0.09% | 99.92% | - |
 easyJet (EZJ.L) | 0.19% | 0% | 16.6% | 8/9/2022 |
 Berkshire Hathaway (BRK.B) | 0.19% | 0% | 27.65% | 8/30/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.18% | 0.13% | 99.39% | - |
 Boeing (BA) | 0.18% | 0% | 28.1% | 5/21/2025 |
 Atlassian (TEAM) | 0.15% | 0.09% | 99.92% | - |
 Zscaler (ZS) | 0.15% | 0% | 44.17% | 8/30/2023 |
 NetEase (NTES) | 0.15% | 0% | 44.17% | 8/30/2023 |
 Adidas (ADS.DE) | 0.13% | 0% | 10.81% | 5/23/2022 |
 Zoom (ZM) | 0.13% | 0.09% | 100% | - |
 Danske Bank (DANSKE.CO) | 0.13% | 0% | 84.69% | 2/18/2025 |
 Roku (ROKU) | 0.13% | 0% | 62.91% | 5/6/2024 |
 Netflix (NFLX) | 0.12% | 0% | 16.53% | 8/8/2022 |
 China Everbright Environment (00257.HK) | 0.12% | 0% | 62.91% | 5/6/2024 |
 Ferrexpo (FXPO.L) | 0.1% | 0% | 91.7% | 5/21/2025 |
 Teladoc (TDOC) | 0.1% | 0% | 14.09% | 7/5/2022 |
 Ballard Power (BLDP) | 0.1% | 0% | 44.17% | 8/30/2023 |
 Sobi (SOBI.ST) | 0.09% | 0% | 62.91% | 5/6/2024 |
 Ubisoft (UBI.PA) | 0.09% | 0.42% | 15.31% | - |
 Qualcomm (QCOM) | 0.09% | 0.51% | 15.31% | - |
 Delta (DAL) | 0.08% | 0% | 8.45% | 4/22/2022 |
 Match Group (MTCH) | 0.07% | 0% | 8.45% | 4/22/2022 |
 Snowflake (SNOW) | 0.07% | 0% | 44.17% | 8/30/2023 |
 Sunrun (RUN) | 0.07% | 0% | 16.53% | 8/8/2022 |
 JFrog (FROG) | 0.07% | 0% | 8.45% | 4/22/2022 |
 Wix (WIX) | 0.07% | 0% | 43.64% | 8/30/2023 |
 Autodesk (ADSK) | 0.06% | 0% | 10.81% | 5/23/2022 |
 Expedia (EXPE) | 0.06% | 0% | 4.19% | 2/24/2022 |
 Coupang (CPNG) | 0.06% | 0.37% | 15.31% | - |
 Lockheed Martin (LMT) | 0.06% | 0% | 6.02% | 3/21/2022 |
 Douyu (DOYU) | 0.05% | 0% | 10.81% | 5/23/2022 |
 New Relic (NEWR) | 0.05% | 0% | 4.72% | 4/22/2022 |
 Okta (OKTA) | 0.05% | 0% | 22.01% | 10/31/2022 |
 Spotify (SPOT) | 0.04% | 0% | 22.01% | 10/31/2022 |
 Tilray (TLRY) | 0.04% | 0% | 83.63% | 2/7/2025 |
 Pinterest (PINS) | 0.04% | 0% | 44.17% | 8/30/2023 |
 Fiverr (FVRR) | 0.03% | 0% | 22.01% | 10/31/2022 |
 Twilio (TWLO) | 0.03% | 0% | 22.01% | 10/31/2022 |
 ZEPP Health (ZEPP) | 0.03% | 0% | 84.62% | 2/18/2025 |
 Twitter (TWTR) | 0.03% | 0% | 4.19% | 2/24/2022 |
 Novo-Nordisk (NVO) | 0.03% | 1.08% | 2.44% | - |
 American Express (AXP) | 0.02% | 0.95% | 2.44% | - |
 Honeywell (HON) | 0.02% | 0% | 1.83% | 1/24/2022 |
 JD.com (JD.US) | 0.01% | 0% | 1.83% | 1/24/2022 |
 Discovery Inc (DISCA) | 0.01% | 0% | 1.83% | 1/24/2022 |
 NOVATEK OAO (NVTKL.L) | 0.01% | 0% | 4.65% | 3/2/2022 |
 FIS (FIS) | 0.01% | 0% | 1.83% | 1/24/2022 |
 BMW (BMW.DE) | 0.01% | 0% | 1.07% | 1/14/2022 |
 Meituan (03690.HK) | 0% | 0% | 30.31% | 5/6/2024 |
 Fastly (FSLY) | 0% | 0% | 0.53% | 1/7/2022 |
 Lemonade (LMND) | 0% | 0% | 0.53% | 1/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.81% | 9.6% |
| Microsoft (MSFT) | 6.65% | 9.59% |
| Amazon (AMZN) | 8.07% | 9.54% |
| Apple (AAPL) | 4.24% | 7.72% |
| Visa (V) | 4.03% | 4.58% |
| Cloudflare (NET) | 3.79% | 4.08% |
| Mastercard (MA) | 3.5% | 4.04% |
| Disney (DIS) | 6.31% | 3.23% |
| Shopify (SHOP) | 2.9% | 2.87% |
| Adobe (ADBE) | 3.78% | 2.76% |
| Meta (META) | 1.12% | 2.75% |
| MercadoLibre (MELI) | 2.32% | 2.5% |
| JPMorgan (JPM) | 1.86% | 2.38% |
| NVIDIA (NVDA) | 0.36% | 2.22% |
| PayPal (PYPL) | 5.4% | 1.9% |
| Booking (BKNG) | 0.91% | 1.86% |
| MongoDB (MDB) | 2.55% | 1.81% |
| AMD (AMD) | 1.63% | 1.69% |
| Veeva (VEEV) | 1.85% | 1.54% |
| Block Inc. (XYZ) | 2.42% | 1.42% |
| Alibaba (BABA) | 2.58% | 1.29% |
| Nintendo (NTDOY) | 1.34% | 1.27% |
| Couchbase (BASE) | 1.47% | 1.07% |
| Roblox (RBLX) | 0.86% | 1.05% |
| Nike (NKE) | 2.19% | 1.03% |
| Crowdstrike (CRWD) | 0.39% | 0.94% |
| Salesforce (CRM) | 0.76% | 0.91% |
| Tesla (TSLA) | 0.62% | 0.81% |
| Elastic (ESTC) | 1.53% | 0.71% |
| Airbus (AIR.PA) | 0.68% | 0.69% |
| Southwest (LUV) | 1.26% | 0.68% |
| Trade Desk (TTD) | 0.39% | 0.64% |
| UBS (UBSG.ZU) | 0.31% | 0.6% |
| Vertex (VRTX) | 0.36% | 0.56% |
| Vanguard Value ETF (VTV) | 0.58% | 0.53% |
| First Solar (FSLR) | 0.4% | 0.52% |
| Unity (U) | 1.29% | 0.51% |
| Enphase (ENPH) | 1.37% | 0.46% |
| Financial Select Sector SPDR (XLF) | 0.52% | 0.46% |
| Tencent (0700.HK) | 0.75% | 0.46% |
| HubSpot (HUBS) | 0.26% | 0.44% |
| Synopsys (SNPS) | 0.26% | 0.42% |
| Intel (INTC) | 0.78% | 0.42% |
| Starbucks (SBUX) | 0.39% | 0.36% |
| Neurocrine Biosciences (NBIX) | 0.35% | 0.34% |
| Micron (MU) | 0.36% | 0.33% |
| iShares MSCI India ETF (INDA) | 0.28% | 0.32% |
| Energy Select Sector SPDR (XLE) | 0.34% | 0.3% |
| Schwab US Dividend Equity ETF (SCHD) | 0.36% | 0.29% |
| Leidos (LDOS) | 0.26% | 0.28% |
| Airbnb (ABNB) | 0.37% | 0.27% |
| Dior (CDI.PA) | 0.23% | 0.27% |
| BlackRock (BLK) | 0.19% | 0.27% |
| Centene (CNC) | 0.36% | 0.25% |
| Aurubis (NDA.DE) | 0.29% | 0.22% |
| Weyerhaeuser (WY) | 0.35% | 0.22% |
| Vanguard Total International Stock ETF (VXUS) | 0.3% | 0.21% |
| Barrick (B) | 0.3% | 0.18% |
| Atlassian (TEAM) | 0.3% | 0.16% |
| Vanguard Real Estate ETF (VNQ) | 0.26% | 0.15% |
| Danske Bank (DANSKE.CO) | 0.12% | 0.15% |
| Renewables Infrastructure Group (TRIG.L) | 0.26% | 0.12% |
| Zoom (ZM) | 0.59% | 0.11% |
| Ferrexpo (FXPO.L) | 0.37% | 0.09% |
| Nio (NIO) | 0.6% | 0.06% |
| ZEPP Health (ZEPP) | 0.25% | 0.01% |
| Tilray (TLRY) | 0.11% | 0.01% |
| NOVATEK OAO (NVTKL.L) | 0.28% | 0% |