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Portfolio Diversification
Range
Most Diversified
12 instruments
March 9, 2024
Least Diversified
0 instruments
October 12, 2023
Average
8.3 instruments
Most Consistent Holdings
Top 5
AMZN88.43%
SHIBxM85.63%
OXT85.35%
FET85.07%
TSM64.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 12, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 NVIDIA (NVDA) | 22.65% | 0% | 33.3% | 12/17/2024 |
| Amazon (AMZN) | 22.32% | 33.77% | 88.43% | - |
 Microsoft (MSFT) | 20.49% | 31.1% | 62.59% | - |
 Alphabet (GOOG) | 11.37% | 21.28% | 62.69% | - |
 Visa (V) | 4.97% | 8.17% | 56.62% | - |
 SPX500 Index (Non Expiry) (SPX500) | 4.05% | 0% | 21.08% | 6/12/2024 |
 JeppeKirkBonde | 3.05% | 0% | 11.57% | 2/14/2024 |
| TSMC (TSM) | 1.19% | 2.46% | 64.55% | - |
 Occidental (OXY) | 1.18% | 2.31% | 53.82% | - |
 Tesla (TSLA) | 0.92% | 0% | 14.74% | 5/1/2024 |
 Accenture (ACN) | 0.71% | 0% | 11.57% | 10/21/2024 |
| Orchid (OXT) | 0.67% | 0.1% | 85.35% | - |
 ServiceNow (NOW) | 0.62% | 0% | 23.6% | 12/5/2024 |
 Boeing (BA) | 0.53% | 0% | 20.8% | 1/28/2025 |
| Fetch.ai (FET) | 0.5% | 0.08% | 85.07% | - |
 IOTA (MIOTA) | 0.46% | 0% | 25.09% | 12/4/2024 |
| Shiba (in millions) (SHIBxM) | 0.43% | 0.14% | 85.63% | - |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.25% | 0% | 2.05% | 12/5/2023 |
 Vanguard Communication Services ETF (VOX) | 0.16% | 0% | 3.36% | 3/13/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.14% | 0% | 2.89% | 3/8/2024 |
 Ferrari (RACE) | 0.14% | 0% | 3.36% | 3/22/2024 |
 Synopsys (SNPS) | 0.09% | 0% | 2.33% | 3/11/2024 |
 Alibaba (BABA) | 0.09% | 0% | 1.49% | 12/1/2023 |
 Eli Lilly (LLY) | 0.04% | 0% | 2.33% | 3/11/2024 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 0.93% | 2/15/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 2.15% | 3/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 34.85% | 33.19% |
| Microsoft (MSFT) | 33.66% | 32.94% |
| Alphabet (GOOG) | 14.05% | 20.97% |
| Visa (V) | 8.59% | 8.44% |
| TSMC (TSM) | 1.45% | 1.87% |
| Occidental (OXY) | 2.4% | 1.75% |
| Orchid (OXT) | 1.89% | 0.22% |
| Shiba (in millions) (SHIBxM) | 1.12% | 0.19% |
| Fetch.ai (FET) | 1.57% | 0.1% |
Cash & Instruments Over Time
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