Portfolio Diversification
Range
Most Diversified
16 instruments
May 6, 2025
Least Diversified
3 instruments
January 2, 2023
Average
7.4 instruments
Most Consistent Holdings
Top 5
GOOG100%
NVDA100%
TER100%
PLTR95.2%
VUL.ASX78.32%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 49.46% | 19.24% | 100% | - |
| Palantir (PLTR) | 11.76% | 34.16% | 95.2% | - |
| Teradyne (TER) | 8.96% | 2.05% | 100% | - |
| Alphabet (GOOG) | 8.82% | 3.03% | 100% | - |
 Microsoft (MSFT) | 4.76% | 6.03% | 48.04% | - |
 iRobot (IRBT) | 4.24% | 3.85% | 45.59% | - |
 Intel (INTC) | 3.02% | 4.34% | 45.7% | - |
| Vulcan Energy (VUL.ASX) | 1% | 0.45% | 78.32% | - |
 Twist Bioscience (TWST) | 0.94% | 1.94% | 26.48% | - |
 Tesla (TSLA) | 0.82% | 6.6% | 12.29% | - |
 Apple (AAPL) | 0.67% | 4.28% | 12.18% | - |
 Amazon (AMZN) | 0.46% | 4.5% | 9.16% | - |
 Garmin (GRMN) | 0.19% | 3.23% | 5.59% | - |
 AMD (AMD) | 0.15% | 0.17% | 44.8% | - |
 Ford (F) | 0.15% | 1.52% | 8.72% | - |
 Umicore (UMI.BR) | 0.08% | 0.71% | 11.73% | - |
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% |