Portfolio Diversification
Range
Most Diversified
30 instruments
August 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21.6 instruments
Most Consistent Holdings
Top 5
ADA98.28%
ETH92.96%
BTC89.93%
MU86.32%
META85.09%
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 |
|---|---|---|---|---|
 Amazon (AMZN) | 5.94% | 2.49% | 84.93% | - |
 Visa (V) | 5.83% | 0% | 83.46% | 1/27/2025 |
 Microsoft (MSFT) | 4.59% | 3.04% | 80.43% | - |
| Meta (META) | 4.31% | 6.16% | 85.09% | - |
| Micron (MU) | 4.02% | 2.53% | 86.32% | - |
 SolarEdge (SEDG) | 3.58% | 0% | 79.28% | 10/7/2024 |
 Enphase (ENPH) | 3.09% | 0% | 47.42% | 12/4/2024 |
 Alphabet (GOOG) | 2.55% | 4.75% | 63.55% | - |
 CyberArk (CYBR) | 2.42% | 6.09% | 75.76% | - |
 Essential Utilities (WTRG) | 2.21% | 2.14% | 79.61% | - |
| Cardano (ADA) | 2.2% | 1.45% | 98.28% | - |
| Ethereum (ETH) | 2.16% | 0.84% | 92.96% | - |
| Bitcoin (BTC) | 2.14% | 2.67% | 89.93% | - |
 UnitedHealth (UNH) | 2.02% | 3.62% | 45.45% | - |
 Adobe (ADBE) | 1.94% | 2.1% | 74.53% | - |
 Xylem (XYL) | 1.93% | 2.44% | 61.26% | - |
 Crowdstrike (CRWD) | 1.86% | 0% | 69.21% | 5/5/2025 |
 NVIDIA (NVDA) | 1.75% | 5.41% | 65.27% | - |
 Tesla (TSLA) | 1.63% | 0% | 50.2% | 5/29/2025 |
 Canadian Solar (CSIQ) | 1.6% | 0% | 71.01% | 12/4/2024 |
 Salesforce (CRM) | 1.58% | 0% | 60.52% | 6/27/2024 |
 Cigna (CI) | 1.47% | 2.4% | 48.73% | - |
 CACI (CACI) | 1.4% | 5.01% | 31.61% | - |
 Ethereum Classic (ETC) | 1.13% | 0% | 32.43% | 12/9/2024 |
 Mastercard (MA) | 1.12% | 2.71% | 25.55% | - |
 Build and Build (BNB) | 1.12% | 2.48% | 71.66% | - |
 General Dynamics (GD) | 1.07% | 2.49% | 37.59% | - |
 Litecoin (LTC) | 0.81% | 0% | 78.21% | 12/3/2024 |
 Alibaba (BABA) | 0.75% | 0% | 23.34% | 1/23/2023 |
 Solana (SOL) | 0.69% | 1.65% | 39.56% | - |
 Corsair (CRSR) | 0.68% | 0% | 27.76% | 12/27/2022 |
 McDonald's (MCD) | 0.65% | 2.62% | 22.28% | - |
 PayPal (PYPL) | 0.56% | 0% | 13.6% | 6/16/2022 |
 Bitcoin Cash (BCH) | 0.48% | 2.32% | 19.33% | - |
 Northrop Grumman (NOC) | 0.45% | 0% | 14.91% | 1/22/2025 |
 Disney (DIS) | 0.43% | 0% | 15.48% | 11/15/2024 |
 Lockheed Martin (LMT) | 0.3% | 2.61% | 11.06% | - |
 ZCASH (ZEC) | 0.27% | 1.89% | 15.23% | - |
 Iberdrola (IBE.MC) | 0.24% | 0% | 7.29% | 8/2/2024 |
 MaxLinear (MXL) | 0.23% | 0% | 8.6% | 11/8/2024 |
 Compound (COMP) | 0.19% | 0% | 21.79% | 12/4/2024 |
 IOTA (MIOTA) | 0.15% | 0% | 20.15% | 12/2/2024 |
 Nintendo (NTDOY) | 0.14% | 0% | 4.34% | 2/22/2022 |
 Apple (AAPL) | 0.12% | 0% | 4.26% | 12/5/2024 |
 Dogecoin (DOGE) | 0.12% | 0.54% | 14.99% | - |
 Aave (AAVE) | 0.08% | 0% | 5.32% | 2/28/2024 |
 Netflix (NFLX) | 0.04% | 0% | 1.39% | 4/23/2025 |
 EA (EA) | 0.03% | 0% | 1.15% | 2/7/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 0.33% | 1/4/2022 |
 AMD (AMD) | 0.01% | 2.67% | 0.25% | - |
 Take-Two (TTWO) | 0.01% | 0% | 0.16% | 1/12/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 7.95% | 8.79% |
| Meta (META) | 5.3% | 5.56% |
| UnitedHealth (UNH) | 5.3% | 5.03% |
| Micron (MU) | 5.3% | 4.86% |
| CACI (CACI) | 5.3% | 4.82% |
| Build and Build (BNB) | 3.98% | 4.43% |
| CyberArk (CYBR) | 2.65% | 3.26% |
| Visa (V) | 2.65% | 2.87% |
| Mastercard (MA) | 2.65% | 2.84% |
| McDonald's (MCD) | 2.65% | 2.82% |
| Northrop Grumman (NOC) | 2.65% | 2.79% |
| Bitcoin Cash (BCH) | 2.65% | 2.69% |
| NVIDIA (NVDA) | 2.65% | 2.6% |
| Bitcoin (BTC) | 2.65% | 2.53% |
| General Dynamics (GD) | 2.65% | 2.51% |
| Adobe (ADBE) | 2.65% | 2.38% |
| Xylem (XYL) | 2.65% | 2.36% |
| ZCASH (ZEC) | 2.65% | 2.33% |
| Cigna (CI) | 2.65% | 2.25% |
| Solana (SOL) | 2.66% | 2.19% |
| Essential Utilities (WTRG) | 2.65% | 2.19% |
| Ethereum (ETH) | 1.33% | 1.19% |
| Dogecoin (DOGE) | 1.33% | 1.01% |
| Cardano (ADA) | 1.34% | 0.85% |