Portfolio Diversification
Range
Most Diversified
30 instruments
August 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
21.5 instruments
Most Consistent Holdings
Top 5
ADA98.21%
ETH92.66%
BTC89.51%
V86.95%
MU85.75%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Visa (V) | 6.08% | 0% | 86.95% | 1/27/2025 |
 Amazon (AMZN) | 6.08% | 2.29% | 84.3% | - |
 Microsoft (MSFT) | 4.57% | 5.45% | 79.61% | - |
 Meta (META) | 4.26% | 5.02% | 84.47% | - |
| Micron (MU) | 4.05% | 4.8% | 85.75% | - |
 SolarEdge (SEDG) | 3.73% | 0% | 82.59% | 10/7/2024 |
 Enphase (ENPH) | 3.22% | 0% | 49.4% | 12/4/2024 |
 Alphabet (GOOG) | 2.46% | 4.73% | 62.03% | - |
 CyberArk (CYBR) | 2.35% | 2.78% | 74.74% | - |
| Ethereum (ETH) | 2.22% | 0.61% | 92.66% | - |
| Cardano (ADA) | 2.22% | 1.57% | 98.21% | - |
 Essential Utilities (WTRG) | 2.2% | 2.61% | 78.75% | - |
| Bitcoin (BTC) | 2.12% | 2.45% | 89.51% | - |
 Adobe (ADBE) | 1.93% | 2% | 73.46% | - |
 UnitedHealth (UNH) | 1.92% | 6.16% | 43.17% | - |
 Xylem (XYL) | 1.9% | 2.41% | 59.64% | - |
 Crowdstrike (CRWD) | 1.9% | 2.96% | 70.73% | - |
 NVIDIA (NVDA) | 1.69% | 2.1% | 63.82% | - |
 Canadian Solar (CSIQ) | 1.66% | 0% | 73.98% | 12/4/2024 |
 Salesforce (CRM) | 1.64% | 0% | 63.05% | 6/27/2024 |
 Tesla (TSLA) | 1.54% | 4.2% | 48.89% | - |
 Cigna (CI) | 1.42% | 2.88% | 46.59% | - |
 CACI (CACI) | 1.24% | 5.35% | 28.75% | - |
 Ethereum Classic (ETC) | 1.18% | 0% | 33.79% | 12/9/2024 |
 Mastercard (MA) | 1.17% | 0% | 26.54% | 2/11/2025 |
 Build and Build (BNB) | 1.06% | 2.59% | 70.48% | - |
 General Dynamics (GD) | 1% | 2.82% | 34.98% | - |
 Litecoin (LTC) | 0.85% | 0% | 81.48% | 12/3/2024 |
 Alibaba (BABA) | 0.78% | 0% | 24.32% | 1/23/2023 |
 Corsair (CRSR) | 0.71% | 0% | 28.92% | 12/27/2022 |
 Solana (SOL) | 0.65% | 1.68% | 37.03% | - |
 McDonald's (MCD) | 0.63% | 0% | 21.33% | 2/24/2025 |
 PayPal (PYPL) | 0.58% | 0% | 14.16% | 6/16/2022 |
 Northrop Grumman (NOC) | 0.47% | 0% | 15.53% | 1/22/2025 |
 Disney (DIS) | 0.44% | 0% | 16.13% | 11/15/2024 |
 Bitcoin Cash (BCH) | 0.4% | 2.22% | 15.96% | - |
 Iberdrola (IBE.MC) | 0.24% | 0% | 7.59% | 8/2/2024 |
 MaxLinear (MXL) | 0.24% | 0% | 8.96% | 11/8/2024 |
 ZCASH (ZEC) | 0.21% | 1.37% | 11.69% | - |
 Compound (COMP) | 0.2% | 0% | 22.7% | 12/4/2024 |
 Lockheed Martin (LMT) | 0.2% | 2.85% | 7.34% | - |
 IOTA (MIOTA) | 0.16% | 0% | 20.99% | 12/2/2024 |
 Nintendo (NTDOY) | 0.15% | 0% | 4.52% | 2/22/2022 |
 Apple (AAPL) | 0.13% | 0% | 4.44% | 12/5/2024 |
 Dogecoin (DOGE) | 0.1% | 0.54% | 11.43% | - |
 Aave (AAVE) | 0.08% | 0% | 5.55% | 2/28/2024 |
 Netflix (NFLX) | 0.04% | 0% | 1.28% | 4/26/2024 |
 EA (EA) | 0.03% | 0% | 1.19% | 2/7/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 0.34% | 1/4/2022 |
 Take-Two (TTWO) | 0.01% | 0% | 0.17% | 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% |