Portfolio Diversification
Range
Most Diversified
21 instruments
December 25, 2024
Least Diversified
0 instruments
January 2, 2023
Average
11.6 instruments
Most Consistent Holdings
Top 5
MSFT94.92%
ACN94.36%
GOOGL93.68%
CRWD92.21%
CPNG64.67%
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 | 23.66% | 18.69% | 67.38% | - |
 Paramount (PARA) | 10.77% | 0% | 58.13% | 6/11/2024 |
| Alphabet (GOOGL) | 9.47% | 3.11% | 93.68% | - |
| Crowdstrike (CRWD) | 9.05% | 8% | 92.21% | - |
| Microsoft (MSFT) | 7.84% | 4.01% | 94.92% | - |
| Accenture (ACN) | 7.57% | 1.63% | 94.36% | - |
 Trade Desk (TTD) | 3.02% | 14.99% | 60.27% | - |
 On (ONON) | 2.36% | 2.69% | 52.37% | - |
| Coupang (CPNG) | 2.23% | 3.18% | 64.67% | - |
 Truist (TFC) | 2.14% | 0% | 29.68% | 11/13/2024 |
 Shopify (SHOP) | 1.95% | 0% | 30.59% | 2/24/2025 |
 Ionq (IONQ) | 1.62% | 4.53% | 53.72% | - |
 Nice (NICE) | 1.4% | 0% | 37.81% | 2/27/2025 |
 Crypto-currency | 1.27% | 4.99% | 53.72% | - |
 Bridgebio (BBIO) | 1.21% | 3.81% | 48.65% | - |
 Instacart (CART) | 1.07% | 3.36% | 26.52% | - |
 MercadoLibre (MELI) | 1% | 5.05% | 19.64% | - |
 DoorDash (DASH.US) | 0.92% | 4.72% | 19.64% | - |
 NVIDIA (NVDA) | 0.82% | 1.72% | 41.53% | - |
 Vanguard Small-Cap ETF (VB) | 0.79% | 3.5% | 19.53% | - |
 Pure Storage (PSTG) | 0.71% | 2.95% | 19.64% | - |
 Gold (Non Expiry) (GOLD) | 0.69% | 3.02% | 18.28% | - |
 Lululemon (LULU) | 0.64% | 0% | 11.74% | 1/15/2025 |
 Bitcoin (BTC) | 0.42% | 0% | 2.37% | 3/9/2023 |
 Genuine Parts (GPC) | 0.31% | 1.8% | 14.9% | - |
 Amazon (AMZN) | 0.19% | 4.25% | 4.63% | - |
 Centrica (CNA.L) | 0.17% | 0% | 19.53% | 8/11/2023 |
 Masimo (MASI) | 0.07% | 0% | 1.35% | 2/21/2023 |
 LSE (LSEG.L) | 0.04% | 0% | 0.56% | 2/20/2023 |
 BP (BP.L) | 0.04% | 0% | 0.68% | 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% |