Portfolio Diversification
Range
Most Diversified
10 instruments
October 31, 2024
Least Diversified
3 instruments
January 2, 2023
Average
6.3 instruments
Most Consistent Holdings
Top 5
GOOG100%
NVDA100%
TER100%
PLTR94.31%
VUL.ASX74.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 54.63% | 26.87% | 100% | - |
| Teradyne (TER) | 10.1% | 4.46% | 100% | - |
| Alphabet (GOOG) | 9.7% | 6.45% | 100% | - |
| Palantir (PLTR) | 8% | 33.27% | 94.31% | - |
 Microsoft (MSFT) | 4.4% | 8.69% | 38.49% | - |
 iRobot (IRBT) | 4.06% | 7.33% | 35.58% | - |
 Intel (INTC) | 2.51% | 6.71% | 35.71% | - |
| Vulcan Energy (VUL.ASX) | 1.05% | 0.91% | 74.34% | - |
 Twist Bioscience (TWST) | 0.6% | 4.85% | 12.96% | - |
 AMD (AMD) | 0.14% | 0.27% | 34.66% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 6.83% | 32.26% |
| Palantir (PLTR) | 13.13% | 25.67% |
| Microsoft (MSFT) | 19.31% | 9.41% |
| iRobot (IRBT) | 15.45% | 7.39% |
| Intel (INTC) | 17.38% | 7.39% |
| Alphabet (GOOG) | 7.72% | 6.25% |
| Teradyne (TER) | 7.72% | 5.33% |
| Twist Bioscience (TWST) | 8.88% | 4.6% |
| Vulcan Energy (VUL.ASX) | 2.32% | 1.22% |
| AMD (AMD) | 0.85% | 0.29% |