Portfolio Diversification
Range
Most Diversified
94 instruments
December 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
69.6 instruments
Most Consistent Holdings
Top 5
ADBE99.67%
KLAC99.67%
GOOGL99.67%
AMZN99.59%
TSLA99.51%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 4.33% | 8.81% | 99.34% | - |
 Meta (META) | 3.52% | 5.79% | 96.64% | - |
| Tesla (TSLA) | 2.77% | 2.65% | 99.51% | - |
| Alphabet (GOOGL) | 2.55% | 2.66% | 99.67% | - |
| Amazon (AMZN) | 2.36% | 3.75% | 99.59% | - |
 ASML (ASML) | 2.14% | 1.57% | 99.43% | - |
 Crowdstrike (CRWD) | 2.07% | 2.73% | 95.25% | - |
| Adobe (ADBE) | 2% | 1.7% | 99.67% | - |
 Datadog (DDOG) | 1.99% | 2.2% | 93.28% | - |
 Broadcom (AVGO) | 1.98% | 4.23% | 65.6% | - |
 Microsoft (MSFT) | 1.88% | 1.97% | 95.5% | - |
| KLA (KLAC) | 1.87% | 2.51% | 99.67% | - |
 Veeva (VEEV) | 1.84% | 1.97% | 97.62% | - |
 Lam Research (LRCX) | 1.74% | 1.9% | 93.12% | - |
 Shopify (SHOP) | 1.73% | 2.31% | 94.43% | - |
 AMD (AMD) | 1.73% | 1.44% | 80.1% | - |
 Airbnb (ABNB) | 1.61% | 1.51% | 95% | - |
 Enphase (ENPH) | 1.53% | 0% | 95.25% | 6/4/2025 |
 L'Oréal (OR.PA) | 1.37% | 0% | 78.3% | 12/20/2024 |
 Intuitive Surgical (ISRG) | 1.24% | 1.15% | 94.27% | - |
 Arista (ANET) | 1.21% | 2.88% | 65.44% | - |
 Inmode (INMD) | 1.19% | 0% | 68.14% | 5/15/2024 |
 Qualcomm (QCOM) | 1.18% | 0.84% | 94.59% | - |
 SPDR Gold (GLD) | 1.16% | 0% | 69.86% | 9/13/2024 |
 Hims & Hers (HIMS) | 1.02% | 7.21% | 29.98% | - |
 SentinelOne (S.US) | 1.01% | 0% | 59.62% | 2/2/2024 |
 Kering (KER.PA) | 0.96% | 0% | 56.76% | 3/21/2024 |
 iShares Global clean energy ETF (ICLN) | 0.95% | 0% | 75.27% | 9/18/2024 |
 ON Semiconductor (ON) | 0.91% | 0% | 53.81% | 2/9/2024 |
 LVMH (MC.PA) | 0.91% | 0% | 58.23% | 4/22/2025 |
 SPDR S&P Biotech ETF (XBI) | 0.91% | 0% | 73.3% | 9/13/2024 |
 Booking (BKNG) | 0.89% | 2.4% | 52.42% | - |
 UnitedHealth (UNH) | 0.86% | 0% | 61.67% | 12/12/2024 |
 Costco (COST) | 0.86% | 1.76% | 76.09% | - |
 Moderna (MRNA) | 0.86% | 0% | 79.44% | 3/14/2025 |
 Merck (MRK) | 0.83% | 0.62% | 84.93% | - |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.8% | 0% | 72.81% | 9/16/2024 |
 BlackRock (BLK) | 0.78% | 0% | 55.77% | 2/15/2024 |
 Salesforce (CRM) | 0.78% | 0% | 57.33% | 2/1/2024 |
 Upstart (UPST) | 0.77% | 2.33% | 82.06% | - |
 Snowflake (SNOW) | 0.76% | 1.87% | 67.16% | - |
 Snap-on (SNA) | 0.76% | 0% | 56.02% | 12/20/2024 |
 iShares Global REIT ETF (REET) | 0.75% | 0% | 75.02% | 11/11/2024 |
 Lockheed Martin (LMT) | 0.73% | 0% | 55.53% | 2/12/2024 |
 EOG Resources (EOG) | 0.73% | 0% | 61.67% | 5/2/2024 |
 Unity (U) | 0.73% | 0% | 59.3% | 2/28/2024 |
 FNV (FNV) | 0.72% | 0% | 44.39% | 7/10/2024 |
 SoFi (SOFI) | 0.7% | 1.48% | 73.46% | - |
 RWE (RWE.DE) | 0.7% | 0% | 42.1% | 8/30/2023 |
 SolarEdge (SEDG) | 0.69% | 0% | 60.28% | 4/11/2024 |
 ServiceNow (NOW) | 0.67% | 1.78% | 38.82% | - |
 ANSYS (ANSS) | 0.66% | 0% | 56.76% | 6/5/2025 |
 Synopsys (SNPS) | 0.66% | 0% | 73.46% | 6/5/2025 |
 Visa (V) | 0.62% | 1.28% | 74.04% | - |
 Palantir (PLTR) | 0.62% | 0% | 37.59% | 6/5/2025 |
 WP Carey (WPC) | 0.61% | 0% | 52.01% | 2/1/2024 |
 Micron (MU) | 0.6% | 0% | 48.98% | 7/10/2024 |
 Block Inc. (XYZ) | 0.57% | 0% | 42.59% | 5/5/2025 |
 ZIM (ZIM) | 0.57% | 0% | 42.1% | 9/22/2023 |
 CNRL (CNQ) | 0.56% | 0% | 53.73% | 2/28/2024 |
 Iberdrola (IBE.MC) | 0.55% | 0% | 37.67% | 7/6/2023 |
 Vanguard Real Estate ETF (VNQ) | 0.55% | 0% | 80.34% | 11/11/2024 |
 Cloudflare (NET) | 0.53% | 0% | 62.24% | 6/6/2025 |
 Hermes (RMS.PA) | 0.53% | 1.39% | 34.81% | - |
 Celsius (CELH) | 0.53% | 1.85% | 34.32% | - |
 Fiverr (FVRR) | 0.53% | 0% | 58.89% | 4/11/2024 |
 Estee Lauder (EL) | 0.53% | 0% | 41.28% | 9/6/2023 |
 Plug Power (PLUG) | 0.52% | 0% | 79.85% | 3/13/2025 |
 Repsol (REP.MC) | 0.51% | 0% | 64.95% | 6/25/2024 |
 Cadence (CDNS) | 0.51% | 2.05% | 32.19% | - |
 Pfizer (PFE) | 0.5% | 0% | 44.8% | 2/15/2024 |
 Twilio (TWLO) | 0.5% | 0% | 56.67% | 4/5/2024 |
 Eli Lilly (LLY) | 0.49% | 1.06% | 39.39% | - |
 Orsted (ORSTED.CO) | 0.48% | 0% | 42.1% | 8/30/2023 |
 Vanguard Small-Cap ETF (VB) | 0.47% | 0% | 68.22% | 11/11/2024 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.47% | 0% | 73.05% | 9/13/2024 |
 Albemarle (ALB) | 0.46% | 0% | 44.31% | 2/28/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 0.45% | 0% | 73.3% | 9/16/2024 |
 Evercore (EVR) | 0.45% | 1.02% | 38.82% | - |
 Volkswagen (VOW3.DE) | 0.44% | 0% | 68.14% | 7/18/2024 |
 Matador (MTDR) | 0.44% | 0% | 58.89% | 5/2/2024 |
 Nano Dimension (NNDM) | 0.44% | 0% | 49.96% | 3/28/2024 |
 Petrobras (PBR) | 0.4% | 0% | 27.19% | 1/11/2024 |
 Chevron (CVX) | 0.38% | 0% | 48.24% | 2/1/2024 |
 RH (RH) | 0.37% | 0% | 47.17% | 6/17/2024 |
 BYD (01211.HK) | 0.37% | 1.96% | 20.48% | - |
 Golar LNG (GLNG) | 0.36% | 0% | 56.1% | 3/27/2024 |
 XPeng (XPEV) | 0.35% | 0% | 54.79% | 3/11/2024 |
 Mitek (MITK) | 0.34% | 0% | 56.84% | 1/23/2024 |
 Digital Turbine (APPS) | 0.33% | 0% | 43.65% | 8/8/2023 |
 PDD Holdings (PDD) | 0.32% | 0% | 19.82% | 5/28/2025 |
 iShares MSCI India ETF (INDA) | 0.31% | 0% | 35.46% | 11/11/2024 |
 Ethereum (ETH) | 0.3% | 0.27% | 80.1% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 0.29% | 0% | 53.32% | 11/11/2024 |
 iShares Core High Dividend ETF (HDV) | 0.28% | 0% | 50.37% | 12/11/2023 |
 Bitcoin (BTC) | 0.28% | 0.58% | 72.89% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.28% | 0% | 50.53% | 12/11/2023 |
 Abbott (ABT) | 0.27% | 0% | 39.8% | 1/17/2024 |
 UiPath (PATH) | 0.27% | 0% | 21.79% | 6/5/2024 |
 Thermo Fisher (TMO) | 0.26% | 0% | 38.33% | 1/23/2024 |
 Nu (NU) | 0.25% | 0% | 32.35% | 5/19/2025 |
 Tyson Foods (TSN) | 0.23% | 0% | 16.71% | 1/26/2023 |
 UPS (UPS) | 0.23% | 0% | 40.21% | 1/22/2024 |
 Pinterest (PINS) | 0.22% | 0% | 25.55% | 10/1/2024 |
 Freeport-McMoRan (FCX) | 0.21% | 0% | 14.58% | 7/9/2024 |
 Varta (VAR1.DE) | 0.21% | 0% | 39.89% | 8/2/2023 |
 EPAM (EPAM) | 0.2% | 0% | 29.81% | 5/15/2024 |
 Regeneron (REGN) | 0.19% | 0.68% | 17.85% | - |
 Rheinmetall (RHM.DE) | 0.18% | 2.73% | 6.96% | - |
 Decentraland (MANA) | 0.18% | 0% | 78.95% | 11/11/2024 |
 Alibaba (BABA) | 0.18% | 0% | 12.61% | 3/7/2025 |
 Frontline (FRO) | 0.17% | 0% | 18.1% | 5/2/2024 |
 Neurocrine Biosciences (NBIX) | 0.17% | 0.87% | 17.94% | - |
 Schneider Electric (SU.PA) | 0.16% | 0% | 20.88% | 12/7/2022 |
 XRP (XRP) | 0.15% | 0.64% | 46.52% | - |
 ExxonMobil (XOM) | 0.13% | 0% | 8.68% | 6/21/2022 |
 Supermicro (SMCI) | 0.13% | 0% | 13.35% | 9/27/2024 |
 Solana (SOL) | 0.12% | 0% | 16.3% | 9/1/2022 |
 Danaher (DHR) | 0.11% | 0% | 35.46% | 12/19/2023 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.09% | 0% | 29.16% | 1/23/2024 |
 DexCom (DXCM) | 0.09% | 0% | 7.94% | 5/3/2022 |
 Iovance (IOVA) | 0.09% | 0.17% | 17.36% | - |
 MongoDB (MDB) | 0.09% | 0% | 9.83% | 6/6/2024 |
 Globant (GLOB) | 0.08% | 0% | 10.81% | 6/18/2024 |
 Bristol-Myers Squibb (BMY) | 0.07% | 0% | 4.67% | 5/3/2022 |
 Exelixis (EXEL) | 0.07% | 0% | 13.1% | 2/9/2024 |
 Deere (DE) | 0.06% | 0% | 14.09% | 3/1/2024 |
 Brookfield (BN.US) | 0.05% | 0% | 5.16% | 9/17/2024 |
 TuSimple (TSPH) | 0.05% | 0% | 3.85% | 5/11/2022 |
 Wuxi Biologics (02269.HK) | 0.04% | 0% | 2.62% | 11/5/2024 |
 Etsy (ETSY) | 0.03% | 0% | 5.81% | 9/25/2024 |
 Netflix (NFLX) | 0.03% | 0% | 1.64% | 2/15/2022 |
 EA (EA) | 0.03% | 0% | 1.72% | 2/15/2022 |
 C3.ai (AI) | 0.02% | 0% | 4.42% | 11/9/2023 |
 Duolingo (DUOL) | 0.02% | 0.71% | 2.7% | - |
 Mosaic (MOS) | 0.02% | 0% | 1.72% | 3/28/2022 |
 Polygon Ecosystem (ex Matic) (POL) | 0.01% | 0% | 0.49% | 2/7/2022 |
 Veralto (VLTO) | 0% | 0% | 8.6% | 1/16/2024 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 2.13% | 11/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 3.53% | 8.22% |
| Meta (META) | 3.23% | 5.71% |
| Broadcom (AVGO) | 1.92% | 4.67% |
| Tesla (TSLA) | 2.97% | 4.26% |
| Datadog (DDOG) | 3.12% | 3.02% |
| Arista (ANET) | 1.68% | 2.96% |
| Hims & Hers (HIMS) | 3.13% | 2.95% |
| Amazon (AMZN) | 2.33% | 2.74% |
| Alphabet (GOOGL) | 2.18% | 2.64% |
| Shopify (SHOP) | 2.68% | 2.59% |
| Booking (BKNG) | 2.11% | 2.5% |
| Cadence (CDNS) | 2.51% | 2.44% |
| Crowdstrike (CRWD) | 1.53% | 2.34% |
| KLA (KLAC) | 2.38% | 2.31% |
| Palantir (PLTR) | 2.55% | 2.15% |
| ServiceNow (NOW) | 2.03% | 2.15% |
| Adobe (ADBE) | 2.95% | 2.13% |
| Microsoft (MSFT) | 1.72% | 2.08% |
| Block Inc. (XYZ) | 1.79% | 1.93% |
| Lam Research (LRCX) | 1.92% | 1.87% |
| Costco (COST) | 1.57% | 1.86% |
| LVMH (MC.PA) | 2.52% | 1.77% |
| Veeva (VEEV) | 1.85% | 1.71% |
| ASML (ASML) | 2.44% | 1.7% |
| Airbnb (ABNB) | 2.21% | 1.65% |
| Hermes (RMS.PA) | 1.94% | 1.63% |
| Snowflake (SNOW) | 1.71% | 1.61% |
| Upstart (UPST) | 2.48% | 1.6% |
| BYD (01211.HK) | 1.96% | 1.5% |
| PDD Holdings (PDD) | 2.38% | 1.42% |
| Celsius (CELH) | 3.7% | 1.41% |
| Evercore (EVR) | 1.11% | 1.35% |
| Visa (V) | 1.23% | 1.28% |
| Intuitive Surgical (ISRG) | 1.42% | 1.27% |
| SoFi (SOFI) | 1.53% | 1.25% |
| Eli Lilly (LLY) | 1.48% | 1.25% |
| Alibaba (BABA) | 2.05% | 1.24% |
| Regeneron (REGN) | 1.84% | 1.16% |
| Enphase (ENPH) | 2.54% | 1.14% |
| Neurocrine Biosciences (NBIX) | 1.25% | 1.11% |
| ANSYS (ANSS) | 1.29% | 1.11% |
| Qualcomm (QCOM) | 1.15% | 1.01% |
| Merck (MRK) | 1.17% | 0.92% |
| Moderna (MRNA) | 1.64% | 0.84% |
| Synopsys (SNPS) | 0.6% | 0.73% |
| Iovance (IOVA) | 1.42% | 0.72% |
| Plug Power (PLUG) | 2.13% | 0.72% |
| Nu (NU) | 0.9% | 0.67% |
| Bitcoin (BTC) | 0.19% | 0.61% |
| Ethereum (ETH) | 0.25% | 0.43% |
| XRP (XRP) | 0.15% | 0.39% |