Portfolio Diversification
Range
Most Diversified
21 instruments
December 25, 2024
Least Diversified
0 instruments
January 2, 2023
Average
12 instruments
Most Consistent Holdings
Top 5
MSFT95.2%
ACN94.67%
GOOGL94.03%
CRWD92.64%
CPNG66.63%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 GainersQtr | 23.35% | 17.63% | 69.19% | - |
 Paramount (PARA) | 10.18% | 0% | 54.9% | 6/11/2024 |
| Alphabet (GOOGL) | 9.11% | 3.18% | 94.03% | - |
| Crowdstrike (CRWD) | 8.97% | 6.74% | 92.64% | - |
| Microsoft (MSFT) | 7.62% | 4.1% | 95.2% | - |
| Accenture (ACN) | 7.23% | 1.19% | 94.67% | - |
 Trade Desk (TTD) | 3.74% | 17.78% | 62.47% | - |
 On (ONON) | 2.37% | 2.24% | 55.01% | - |
| Coupang (CPNG) | 2.29% | 3.11% | 66.63% | - |
 Truist (TFC) | 2.02% | 0% | 28.04% | 11/13/2024 |
 Shopify (SHOP) | 1.85% | 0% | 28.89% | 2/24/2025 |
 Ionq (IONQ) | 1.8% | 4.63% | 56.29% | - |
 Crypto-currency | 1.48% | 5.21% | 56.29% | - |
 Bridgebio (BBIO) | 1.37% | 4.34% | 51.49% | - |
 Nice (NICE) | 1.32% | 0% | 35.71% | 2/27/2025 |
 MercadoLibre (MELI) | 1.22% | 4.71% | 24.09% | - |
 Instacart (CART) | 1.2% | 3.42% | 30.6% | - |
 DoorDash (DASH.US) | 1.14% | 5.06% | 24.09% | - |
 Vanguard Small-Cap ETF (VB) | 0.94% | 3.39% | 23.99% | - |
 NVIDIA (NVDA) | 0.88% | 1.97% | 44.78% | - |
 Pure Storage (PSTG) | 0.84% | 2.94% | 24.09% | - |
 Gold (Non Expiry) (GOLD) | 0.8% | 2.73% | 22.81% | - |
 Lululemon (LULU) | 0.61% | 0% | 11.09% | 1/15/2025 |
 Amazon (AMZN) | 0.41% | 3.93% | 9.91% | - |
 Bitcoin (BTC) | 0.39% | 0% | 2.24% | 3/9/2023 |
 Genuine Parts (GPC) | 0.39% | 1.83% | 19.62% | - |
 Centrica (CNA.L) | 0.16% | 0% | 18.44% | 8/11/2023 |
 Masimo (MASI) | 0.06% | 0% | 1.28% | 2/21/2023 |
 LSE (LSEG.L) | 0.04% | 0% | 0.53% | 2/20/2023 |
 BP (BP.L) | 0.04% | 0% | 0.64% | 2/9/2023 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| GainersQtr | 15.78% | 14.99% |
| Crowdstrike (CRWD) | 7.62% | 6.99% |
| Ionq (IONQ) | 7.25% | 6.15% |
| Lululemon (LULU) | 4.12% | 5.62% |
| Shopify (SHOP) | 3.15% | 5.54% |
| On (ONON) | 3.17% | 4.82% |
| Gold (Non Expiry) (GOLD) | 4.8% | 4.81% |
| Alphabet (GOOGL) | 4.13% | 4.73% |
| Vanguard Small-Cap ETF (VB) | 4.8% | 4.5% |
| MercadoLibre (MELI) | 4.8% | 4.45% |
| DoorDash (DASH.US) | 4.8% | 4.44% |
| Microsoft (MSFT) | 4.72% | 4.37% |
| Pure Storage (PSTG) | 4.8% | 4.31% |
| Instacart (CART) | 4.39% | 3.94% |
| Trade Desk (TTD) | 2.85% | 3.39% |
| Crypto-currency | 3.03% | 3.14% |
| Coupang (CPNG) | 3.2% | 3.05% |
| Nice (NICE) | 4.8% | 2.93% |
| Accenture (ACN) | 1.99% | 2.25% |
| NVIDIA (NVDA) | 1.9% | 2% |
| Bridgebio (BBIO) | 1.6% | 1.45% |