Portfolio Diversification
Range
Most Diversified
22 instruments
November 6, 2025
Least Diversified
0 instruments
January 2, 2023
Average
13.1 instruments
Most Consistent Holdings
Top 5
MSFT95.6%
ACN95.14%
GOOGL94.67%
CRWD93.45%
CPNG70.63%
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 | 22.49% | 15.4% | 72.68% | - |
 Paramount (PSKY) | 8.93% | 0% | 48.18% | 6/11/2024 |
| Crowdstrike (CRWD) | 8.59% | 3.39% | 93.45% | - |
| Alphabet (GOOGL) | 8.39% | 3.24% | 94.67% | - |
| Microsoft (MSFT) | 7.13% | 3.21% | 95.6% | - |
| Accenture (ACN) | 6.49% | 1.32% | 95.14% | - |
 Trade Desk (TTD) | 3.73% | 0% | 59.21% | 9/22/2025 |
| Coupang (CPNG) | 2.31% | 1.83% | 70.63% | - |
 On (ONON) | 2.29% | 1.78% | 60.34% | - |
 Ionq (IONQ) | 2.14% | 3.71% | 61.46% | - |
 Crypto-currency | 1.85% | 3.32% | 61.37% | - |
 Truist (TFC) | 1.77% | 0% | 24.6% | 11/13/2024 |
 Bridgebio (BBIO) | 1.68% | 4.26% | 57.25% | - |
 Shopify (SHOP) | 1.62% | 0% | 25.35% | 2/24/2025 |
 MercadoLibre (MELI) | 1.52% | 2.83% | 33.3% | - |
 DoorDash (DASH.US) | 1.46% | 2.95% | 33.21% | - |
 Instacart (CART) | 1.43% | 3.24% | 38.91% | - |
 Vanguard Small-Cap ETF (VB) | 1.26% | 3.73% | 33.12% | - |
 Nice (NICE) | 1.16% | 0% | 31.34% | 2/27/2025 |
 Pure Storage (PSTG) | 1.1% | 0% | 30.87% | 11/20/2025 |
 Gold (Non Expiry) (GOLD) | 1.09% | 3.52% | 32.18% | - |
 NVIDIA (NVDA) | 1.02% | 1.11% | 51.36% | - |
 Amazon (AMZN) | 0.82% | 3.41% | 20.77% | - |
 Genuine Parts (GPC) | 0.54% | 1.54% | 29.19% | - |
 Lululemon (LULU) | 0.53% | 0% | 9.73% | 1/15/2025 |
 Bitcoin (BTC) | 0.35% | 0% | 1.96% | 3/9/2023 |
 Centrica (CNA.L) | 0.14% | 0% | 16.18% | 8/11/2023 |
 Ionis (IONS) | 0.14% | 3.73% | 3.84% | - |
 Masimo (MASI) | 0.06% | 0% | 1.12% | 2/21/2023 |
 LSE (LSEG.L) | 0.04% | 0% | 0.47% | 2/20/2023 |
 BP (BP.L) | 0.03% | 0% | 0.56% | 2/9/2023 |
 Aumovio SE (AMV0.DE) | 0% | 0% | 0% | - |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
 Ethereum (ETH) | 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% |