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Portfolio Diversification
Range
Most Diversified
13 instruments
January 28, 2022
Least Diversified
0 instruments
March 29, 2026
Average
10.3 instruments
Most Consistent Holdings
Top 5
BB99.81%
NCLH99.81%
NIO99.81%
FCEL99.81%
QS99.81%
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 |
|---|---|---|---|---|
| Norwegian Cruise Line (NCLH) | 38.96% | 76.58% | 99.81% | - |
 Carnival (CCL) | 24.31% | 4.07% | 93.27% | - |
 Lucid (LCID) | 11.52% | 4.16% | 99.81% | - |
| Nio (NIO) | 7.03% | 2.33% | 99.81% | - |
| QuantumScape (QS) | 4.72% | 5.36% | 99.81% | - |
| FuelCell Energy (FCEL) | 4.31% | 0.61% | 99.81% | - |
| BlackBerry (BB) | 3.87% | 3.38% | 99.81% | - |
 American Airlines (AAL) | 1.21% | 0.65% | 99.74% | - |
 Archer Aviation (ACHR) | 0.83% | 2.79% | 26.33% | - |
 Li Auto (LI) | 0.69% | 0% | 10.61% | 6/14/2022 |
 Arrival (ARVLF) | 0.52% | 0% | 49.61% | 4/4/2024 |
 UPS (UPS) | 0.38% | 0% | 20.83% | 1/27/2026 |
 Spirit AeroSystems (SPR) | 0.24% | 0% | 2.65% | 2/10/2022 |
 New Age Inc (NBEVQ) | 0.16% | 0.07% | 99.74% | - |
 ChargePoint (CHPT) | 0.16% | 0% | 4.01% | 3/31/2022 |
 XPeng (XPEV) | 0.09% | 0% | 5.24% | 6/21/2022 |
 XRP (XRP) | 0.02% | 0% | 0.65% | 12/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Norwegian Cruise Line (NCLH) | 45.51% | 71.38% |
| Lucid (LCID) | 21.23% | 6.5% |
| Archer Aviation (ACHR) | 4.35% | 6.35% |
| Nio (NIO) | 10.33% | 5.8% |
| Carnival (CCL) | 1.86% | 2.96% |
| BlackBerry (BB) | 4.79% | 2.11% |
| QuantumScape (QS) | 2.91% | 1.87% |
| UPS (UPS) | 0.66% | 0.95% |
| American Airlines (AAL) | 0.66% | 0.74% |
| FuelCell Energy (FCEL) | 6.36% | 0.37% |
| New Age Inc (NBEVQ) | 0.79% | 0.07% |
Cash & Instruments Over Time
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