Portfolio Diversification
Range
Most Diversified
9 instruments
November 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
8 instruments
Most Consistent Holdings
Top 5
META99.31%
TSLA99.31%
PYPL99.31%
CAKE99.31%
SOFI99.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 17, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 16.7% | 17.74% | 99.31% | - |
 AMD (AMD) | 13.18% | 27.5% | 62.07% | - |
| Tesla (TSLA) | 12.76% | 11.19% | 99.31% | - |
| SoFi (SOFI) | 12.52% | 14.5% | 99.31% | - |
| The Cheesecake Factory (CAKE) | 10.31% | 8.46% | 99.31% | - |
| PayPal (PYPL) | 9.51% | 7.44% | 99.31% | - |
 Hims & Hers (HIMS) | 8.4% | 13.17% | 79.31% | - |
 Celsius (CELH) | 5.61% | 0% | 67.59% | 2/21/2025 |
 Palantir (PLTR) | 5.07% | 0% | 35.17% | 12/6/2024 |
 Virtu Financial (VIRT) | 2.36% | 0% | 15.17% | 11/7/2024 |
 L3Harris (LHX) | 1.69% | 0% | 38.62% | 12/11/2024 |
 Okta (OKTA) | 0.4% | 0% | 9.66% | 1/10/2025 |
Exposure over time
Exposure by Sector
- Technology Services
- Finance
- Electronic Technology
- Consumer Durables
- Consumer Services
- Commercial Services
- Other
Exposure by Country
- United States
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 23.81% | 21.96% |
| Meta (META) | 16.44% | 16.74% |
| PayPal (PYPL) | 10.02% | 10% |
| SoFi (SOFI) | 8.97% | 9.97% |
| Tesla (TSLA) | 6.9% | 9.73% |
| Celsius (CELH) | 10.18% | 9.36% |
| Hims & Hers (HIMS) | 10.34% | 8.95% |
| The Cheesecake Factory (CAKE) | 7.01% | 7.15% |
| Okta (OKTA) | 4.32% | 4.15% |