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Portfolio Diversification
Range
Most Diversified
5 instruments
January 9, 2026
Least Diversified
0 instruments
June 14, 2025
Average
1.3 instruments
Most Consistent Holdings
Top 5
ORC67.09%
NVDA14.87%
HIMS11.39%
NBIS7.28%
QBTS6.96%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 21, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Orchid Island (ORC) | 48.23% | 9.36% | 67.09% | - |
| NVIDIA (NVDA) | 7.27% | 0% | 14.87% | 5/12/2025 |
| Hims & Hers (HIMS) | 5.37% | 0% | 11.39% | 4/29/2025 |
 Momentum-Edge | 2.84% | 32.08% | 9.49% | - |
 Target2030-FT | 2.33% | 24.35% | 9.49% | - |
 NuScale Power (SMR) | 1.48% | 0% | 4.11% | 5/13/2025 |
 Bitcoin (BTC) | 1.47% | 0% | 2.85% | 5/30/2025 |
| Nebius Group NV (NBIS) | 1% | 13.05% | 7.28% | - |
| D-Wave (QBTS) | 0.78% | 11.96% | 6.96% | - |
 SoFi (SOFI) | 0.61% | 0% | 1.27% | 3/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Momentum-Edge | 31.04% | 30.92% |
| Target2030-FT | 27.17% | 27.27% |
| Orchid Island (ORC) | 9.31% | 9.22% |
Cash & Instruments Over Time
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