Portfolio Diversification
Range
Most Diversified
132 instruments
March 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
98 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
MSFT99.92%
AMZN99.92%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.15% | 7.17% | 99.92% | - |
 Tesla (TSLA) | 4.09% | 3.81% | 99.92% | - |
 Shopify (SHOP) | 3.76% | 5.32% | 99.92% | - |
 Bitcoin (BTC) | 3.16% | 5.5% | 99.92% | - |
 Berkshire Hathaway (BRK.B) | 3.13% | 3.7% | 99.92% | - |
| Apple (AAPL) | 3.04% | 2.85% | 99.92% | - |
| Amazon (AMZN) | 2.99% | 3.76% | 99.92% | - |
 Airbnb (ABNB) | 2.7% | 2.54% | 99.92% | - |
 Lemonade (LMND) | 2.66% | 4.37% | 99.92% | - |
 Block Inc. (XYZ) | 2.32% | 1.68% | 99.92% | - |
 Disney (DIS) | 2.22% | 1.83% | 99.92% | - |
| Meta (META) | 2.2% | 2.99% | 99.92% | - |
 DocuSign (DOCU) | 2.05% | 2.24% | 99.92% | - |
 Fiverr (FVRR) | 2.04% | 2.94% | 99.92% | - |
| Microsoft (MSFT) | 2% | 1.89% | 99.92% | - |
 MercadoLibre (MELI) | 1.86% | 2.51% | 99.92% | - |
 Crowdstrike (CRWD) | 1.61% | 2.5% | 99.92% | - |
 HubSpot (HUBS) | 1.6% | 1.7% | 99.92% | - |
 Roku (ROKU) | 1.54% | 2.1% | 99.92% | - |
 Chewy (CHWY) | 1.44% | 2.29% | 99.92% | - |
 Pinterest (PINS) | 1.35% | 1.01% | 99.92% | - |
| Alphabet (GOOG) | 1.17% | 1.11% | 99.92% | - |
 Netflix (NFLX) | 1.16% | 2.2% | 99.92% | - |
 Lululemon (LULU) | 1.01% | 0.65% | 99.92% | - |
 Trade Desk (TTD) | 1% | 0.57% | 99.92% | - |
 Carvana (CVNA) | 0.85% | 2.05% | 99.92% | - |
 Garmin (GRMN) | 0.84% | 1.11% | 93.38% | - |
 Trex (TREX) | 0.8% | 0.61% | 99.92% | - |
 Zoom (ZM) | 0.79% | 0.65% | 99.92% | - |
 Spotify (SPOT) | 0.75% | 1.75% | 99.92% | - |
 Datadog (DDOG) | 0.73% | 1.01% | 94.4% | - |
 MongoDB (MDB) | 0.72% | 0.32% | 99.92% | - |
 RH (RH) | 0.71% | 0.38% | 99.83% | - |
 Snowflake (SNOW) | 0.7% | 0.56% | 99.92% | - |
 Atlassian (TEAM) | 0.7% | 0.67% | 99.92% | - |
 Veeva (VEEV) | 0.69% | 0.8% | 80.98% | - |
 Intuit (INTU) | 0.68% | 0.64% | 99.92% | - |
 PayPal (PYPL) | 0.65% | 0.47% | 99.92% | - |
 Salesforce (CRM) | 0.64% | 0.6% | 99.92% | - |
 Fortinet (FTNT) | 0.61% | 0.74% | 99.92% | - |
 Palo Alto Networks (PANW) | 0.59% | 0.68% | 99.92% | - |
 Match Group (MTCH) | 0.5% | 0.27% | 99.92% | - |
 Zebra (ZBRA) | 0.49% | 0.32% | 99.92% | - |
 Roblox (RBLX) | 0.48% | 0.64% | 96.1% | - |
 Moderna (MRNA) | 0.48% | 0.09% | 99.83% | - |
 Old Dominion (ODFL) | 0.46% | 0.34% | 99.92% | - |
 Tractor Supply (TSCO) | 0.46% | 0.38% | 99.92% | - |
 United Rentals (URI) | 0.46% | 0.49% | 99.92% | - |
 Etsy (ETSY) | 0.45% | 0.19% | 99.92% | - |
 Shiba (in millions) (SHIBxM) | 0.45% | 0.39% | 93.12% | - |
 Intuitive Surgical (ISRG) | 0.45% | 0.54% | 99.92% | - |
 Synopsys (SNPS) | 0.44% | 0.36% | 99.92% | - |
 Marqeta (MQ) | 0.43% | 0.24% | 92.87% | - |
 Wix (WIX) | 0.4% | 0.46% | 99.92% | - |
 AMD (AMD) | 0.39% | 0.49% | 99.92% | - |
 Twilio (TWLO) | 0.38% | 0.37% | 99.92% | - |
 Teladoc (TDOC) | 0.37% | 0.09% | 99.92% | - |
 Costco (COST) | 0.37% | 0.45% | 99.83% | - |
 Lam Research (LRCX) | 0.35% | 0.31% | 99.92% | - |
 SolarEdge (SEDG) | 0.34% | 0.02% | 99.92% | - |
 Vertex (VRTX) | 0.34% | 0.37% | 99.92% | - |
 Thermo Fisher (TMO) | 0.33% | 0.2% | 99.92% | - |
 Sea (SE) | 0.32% | 0.47% | 99.92% | - |
 Asana (ASAN) | 0.29% | 0.2% | 99.92% | - |
 TSMC (TSM) | 0.29% | 0.8% | 33.19% | - |
 Arista (ANET) | 0.28% | 0.7% | 33.19% | - |
 Okta (OKTA) | 0.27% | 0.24% | 99.92% | - |
 Waste Management (WM) | 0.26% | 0.26% | 99.92% | - |
 Axon (AXON) | 0.26% | 0.48% | 99.92% | - |
 NextEra (NEE) | 0.24% | 0.17% | 99.92% | - |
 Cloudflare (NET) | 0.24% | 0.29% | 99.92% | - |
 DexCom (DXCM) | 0.24% | 0% | 85.57% | 11/6/2024 |
 Paycom (PAYC) | 0.23% | 0.16% | 99.92% | - |
 Nio (NIO) | 0.23% | 0.07% | 99.92% | - |
 Upstart (UPST) | 0.22% | 0.24% | 94.4% | - |
 Boeing (BA) | 0.21% | 0.16% | 99.83% | - |
 Hasbro (HAS) | 0.21% | 0.15% | 99.92% | - |
 Novavax (NVAX) | 0.21% | 0.4% | 88.79% | - |
 Take-Two (TTWO) | 0.21% | 0.25% | 99.83% | - |
 Applied Materials (AMAT) | 0.21% | 0.48% | 33.19% | - |
 Cadence (CDNS) | 0.2% | 0.6% | 33.19% | - |
 Freshpet (FRPT) | 0.2% | 0.14% | 99.92% | - |
 GM (GM) | 0.16% | 0% | 85.57% | 11/6/2024 |
 Starbucks (SBUX) | 0.16% | 0% | 36.16% | 3/27/2023 |
 Zynga (ZNGA) | 0.15% | 0% | 12.14% | 5/24/2022 |
 JD.com (JD.US) | 0.14% | 0.08% | 99.92% | - |
 IIPR (IIPR) | 0.14% | 0% | 73.17% | 6/12/2024 |
 Intel (INTC) | 0.13% | 0.33% | 33.19% | - |
 SVB (SIVBQ) | 0.13% | 0% | 20.37% | 9/1/2022 |
 Samsung (SMSN.L) | 0.13% | 0.08% | 99.92% | - |
 Pfizer (PFE) | 0.12% | 0% | 20.37% | 9/1/2022 |
 e.l.f. (ELF) | 0.12% | 0.16% | 33.11% | - |
 Mastercard (MA) | 0.12% | 0% | 20.37% | 9/1/2022 |
 Illumina (ILMN) | 0.11% | 0.04% | 99.92% | - |
 Zendesk (ZEN.US) | 0.11% | 0% | 26.32% | 11/21/2022 |
 Autodesk (ADSK) | 0.11% | 0% | 26.83% | 12/2/2022 |
 Coupa Software Inc (COUP) | 0.11% | 0% | 34.04% | 3/1/2023 |
 Masimo (MASI) | 0.1% | 0.09% | 99.92% | - |
 HCA (HCA) | 0.1% | 0% | 20.37% | 9/1/2022 |
 Fastly (FSLY) | 0.09% | 0.04% | 99.92% | - |
 Guardant Health (GH) | 0.09% | 0.09% | 99.83% | - |
 Alibaba (BABA) | 0.09% | 0.09% | 99.92% | - |
 Zillow (Z) | 0.09% | 0.09% | 99.92% | - |
 Adobe (ADBE) | 0.08% | 0% | 36.16% | 3/27/2023 |
 StoneCo (STNE) | 0.07% | 0.07% | 99.92% | - |
 Tilray (TLRY) | 0.07% | 0.04% | 99.92% | - |
 ServiceNow (NOW) | 0.07% | 0% | 26.83% | 12/2/2022 |
 Union Pacific (UNP) | 0.06% | 0% | 18.93% | 8/15/2022 |
 Nintendo (NTDOY) | 0.06% | 0% | 18.93% | 8/15/2022 |
 Organigram (OGI) | 0.06% | 0.08% | 99.92% | - |
 IDEXX (IDXX) | 0.06% | 0% | 19.86% | 8/26/2022 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 6.88% | 3/23/2022 |
 Airbus (AIR.PA) | 0.05% | 0% | 26.83% | 12/2/2022 |
 Sirius XM (SIRI) | 0.05% | 0% | 18.93% | 8/15/2022 |
 American Tower (AMT) | 0.04% | 0% | 20.37% | 9/1/2022 |
 US Bancorp (USB) | 0.03% | 0% | 6.88% | 3/23/2022 |
 Whirlpool (WHR) | 0.03% | 0% | 6.79% | 3/22/2022 |
 Abbott (ABT) | 0.03% | 0% | 7.05% | 3/25/2022 |
 Simon (SPG) | 0.03% | 0% | 6.79% | 3/22/2022 |
 Moody's (MCO) | 0.03% | 0% | 6.79% | 3/22/2022 |
 American Express (AXP) | 0.03% | 0% | 6.79% | 3/22/2022 |
 Coca-Cola (KO) | 0.03% | 0% | 5.86% | 3/11/2022 |
 Target (TGT) | 0.03% | 0% | 5.86% | 3/11/2022 |
 Texas Roadhouse (TXRH) | 0.03% | 0% | 6.96% | 3/24/2022 |
 Welltower (WELL) | 0.03% | 0% | 7.05% | 3/25/2022 |
 ExxonMobil (XOM) | 0.02% | 0% | 6.79% | 3/22/2022 |
 Visa (V) | 0.02% | 0% | 6.71% | 3/21/2022 |
 Ball (BALL) | 0.02% | 0% | 6.79% | 3/22/2022 |
 McDonald's (MCD) | 0.02% | 0% | 6.79% | 3/22/2022 |
 TotalEnergies (TTE.PA) | 0.02% | 0% | 6.79% | 3/22/2022 |
 Duke Energy (DUK) | 0.02% | 0% | 7.05% | 3/25/2022 |
 JPMorgan (JPM) | 0.02% | 0% | 5.86% | 3/11/2022 |
 Workday (WDAY) | 0.02% | 0% | 6.88% | 3/23/2022 |
 PepsiCo (PEP) | 0.02% | 0% | 6.79% | 3/22/2022 |
 Domino's (DPZ) | 0.02% | 0% | 6.79% | 3/22/2022 |
 Activision Blizzard, Inc. (ATVI) | 0.02% | 0% | 5.86% | 3/11/2022 |
 Jack Henry (JKHY) | 0.02% | 0% | 7.05% | 3/25/2022 |
 McCormick (MKC) | 0.02% | 0% | 6.88% | 3/23/2022 |
 Nike (NKE) | 0.01% | 0% | 6.79% | 3/22/2022 |
 BP (BP.L) | 0.01% | 0% | 5.77% | 3/10/2022 |
 Omega Healthcare (OHI) | 0.01% | 0% | 5.77% | 3/10/2022 |
 Delta (DAL) | 0.01% | 0% | 7.05% | 3/25/2022 |
 Grail Inc (GRAL) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 0.5% | 7.1% |
| Shopify (SHOP) | 4.17% | 5.32% |
| Tesla (TSLA) | 3.34% | 5.32% |
| Lemonade (LMND) | 4.67% | 4.89% |
| Bitcoin (BTC) | 0.67% | 4.88% |
| Amazon (AMZN) | 2.5% | 3.95% |
| Fiverr (FVRR) | 5.01% | 3.13% |
| Apple (AAPL) | 1.67% | 3.06% |
| Meta (META) | 1.34% | 2.94% |
| Berkshire Hathaway (BRK.B) | 2% | 2.82% |
| Airbnb (ABNB) | 3.34% | 2.46% |
| Block Inc. (XYZ) | 3.34% | 2.22% |
| DocuSign (DOCU) | 3.34% | 2.21% |
| Roku (ROKU) | 3.34% | 2.16% |
| Disney (DIS) | 3.34% | 2.02% |
| Chewy (CHWY) | 2.5% | 1.91% |
| Crowdstrike (CRWD) | 1.34% | 1.85% |
| Microsoft (MSFT) | 1.34% | 1.84% |
| HubSpot (HUBS) | 1.34% | 1.76% |
| MercadoLibre (MELI) | 1.67% | 1.74% |
| Netflix (NFLX) | 1% | 1.6% |
| Carvana (CVNA) | 1% | 1.58% |
| Datadog (DDOG) | 1.67% | 1.3% |
| Alphabet (GOOG) | 0.5% | 1.17% |
| Spotify (SPOT) | 0.67% | 1.16% |
| Trade Desk (TTD) | 0.33% | 1.13% |
| Garmin (GRMN) | 0.83% | 1.03% |
| Pinterest (PINS) | 1.67% | 1.01% |
| Arista (ANET) | 0.83% | 0.92% |
| TSMC (TSM) | 0.83% | 0.86% |
| Lululemon (LULU) | 1% | 0.83% |
| RH (RH) | 1% | 0.72% |
| Salesforce (CRM) | 0.5% | 0.68% |
| Veeva (VEEV) | 1% | 0.66% |
| Trex (TREX) | 1% | 0.64% |
| Atlassian (TEAM) | 1% | 0.64% |
| Zoom (ZM) | 1.34% | 0.63% |
| Fortinet (FTNT) | 0.17% | 0.62% |
| Palo Alto Networks (PANW) | 0.17% | 0.62% |
| Intuit (INTU) | 0.5% | 0.58% |
| Cadence (CDNS) | 0.83% | 0.57% |
| AMD (AMD) | 1% | 0.56% |
| PayPal (PYPL) | 1.17% | 0.56% |
| Wix (WIX) | 0.5% | 0.54% |
| Shiba (in millions) (SHIBxM) | 0.83% | 0.53% |
| Roblox (RBLX) | 0.83% | 0.51% |
| Snowflake (SNOW) | 1.17% | 0.49% |
| Intuitive Surgical (ISRG) | 0.33% | 0.49% |
| United Rentals (URI) | 0.25% | 0.48% |
| Applied Materials (AMAT) | 0.83% | 0.47% |
| Zebra (ZBRA) | 0.67% | 0.45% |
| Axon (AXON) | 0.17% | 0.43% |
| Novavax (NVAX) | 0.5% | 0.41% |
| MongoDB (MDB) | 0.5% | 0.39% |
| Twilio (TWLO) | 0.83% | 0.38% |
| Costco (COST) | 0.17% | 0.38% |
| Tractor Supply (TSCO) | 0.17% | 0.37% |
| Sea (SE) | 0.67% | 0.36% |
| Synopsys (SNPS) | 0.17% | 0.36% |
| Old Dominion (ODFL) | 0.27% | 0.33% |
| e.l.f. (ELF) | 0.67% | 0.3% |
| Upstart (UPST) | 0.83% | 0.28% |
| Lam Research (LRCX) | 0.33% | 0.28% |
| Intel (INTC) | 0.83% | 0.28% |
| Vertex (VRTX) | 0.17% | 0.27% |
| Match Group (MTCH) | 1% | 0.26% |
| Freshpet (FRPT) | 0.33% | 0.24% |
| Cloudflare (NET) | 0.33% | 0.24% |
| Asana (ASAN) | 1% | 0.22% |
| Thermo Fisher (TMO) | 0.17% | 0.22% |
| Waste Management (WM) | 0.17% | 0.21% |
| Marqeta (MQ) | 0.83% | 0.2% |
| Etsy (ETSY) | 0.83% | 0.2% |
| Take-Two (TTWO) | 0.25% | 0.19% |
| NextEra (NEE) | 0.17% | 0.17% |
| Okta (OKTA) | 0.5% | 0.16% |
| Boeing (BA) | 0.33% | 0.14% |
| Paycom (PAYC) | 0.33% | 0.13% |
| Moderna (MRNA) | 0.67% | 0.12% |
| Hasbro (HAS) | 0.33% | 0.12% |
| Organigram (OGI) | 0.33% | 0.1% |
| Teladoc (TDOC) | 1.67% | 0.1% |
| Tilray (TLRY) | 0.5% | 0.1% |
| Zillow (Z) | 0.25% | 0.09% |
| Masimo (MASI) | 0.17% | 0.08% |
| JD.com (JD.US) | 0.25% | 0.08% |
| Nio (NIO) | 0.42% | 0.06% |
| Illumina (ILMN) | 0.17% | 0.06% |
| Samsung (SMSN.L) | 0.17% | 0.06% |
| Alibaba (BABA) | 0.17% | 0.06% |
| Fastly (FSLY) | 0.33% | 0.05% |
| Guardant Health (GH) | 0.25% | 0.05% |
| StoneCo (STNE) | 0.17% | 0.04% |
| SolarEdge (SEDG) | 0.17% | 0.02% |
| Grail Inc (GRAL) | 0% | 0% |