Portfolio Diversification
Range
Most Diversified
50 instruments
January 25, 2024
Least Diversified
0 instruments
February 2, 2025
Average
48.2 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
AMZN99.87%
BRK.B99.87%
SBUX99.87%
LMND99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 28.77% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 6.49% | 0% | 92.43% | 2/1/2025 |
 Shopify (SHOP) | 4.13% | 0% | 99.87% | 2/1/2025 |
 Veeva (VEEV) | 3.47% | 0% | 98.27% | 2/1/2025 |
| Amazon (AMZN) | 3.45% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 3.29% | 0% | 92.43% | 2/1/2025 |
| Alphabet (GOOG) | 3.22% | 0% | 99.87% | 2/1/2025 |
 Airbnb (ABNB) | 3.04% | 0% | 99.87% | 2/1/2025 |
 Darling (DAR) | 2.71% | 0% | 87.92% | 2/1/2025 |
 Cloudflare (NET) | 2.63% | 0% | 98.27% | 2/1/2025 |
 Pinterest (PINS) | 2.61% | 0% | 99.87% | 2/1/2025 |
 Tyler (TYL) | 2.36% | 0% | 92.43% | 2/1/2025 |
 ServiceNow (NOW) | 2.21% | 0% | 92.16% | 2/1/2025 |
 Trade Desk (TTD) | 2.1% | 0% | 92.43% | 2/1/2025 |
 Quest Diagnostics (DGX) | 1.96% | 0% | 98.27% | 2/1/2025 |
 Snowflake (SNOW) | 1.89% | 0% | 99.87% | 2/1/2025 |
 Masimo (MASI) | 1.75% | 0% | 97.48% | 2/1/2025 |
 Enphase (ENPH) | 1.61% | 0% | 72.91% | 2/1/2025 |
 Kinsale (KNSL) | 1.5% | 0% | 92.43% | 2/1/2025 |
 HubSpot (HUBS) | 1.42% | 0% | 98.27% | 2/1/2025 |
 NYT (NYT) | 1.42% | 0% | 99.87% | 2/1/2025 |
 Intuit (INTU) | 1.4% | 0% | 99.87% | 2/1/2025 |
 Zebra (ZBRA) | 1.37% | 0% | 92.43% | 2/1/2025 |
 Lululemon (LULU) | 1.2% | 0% | 99.87% | 2/1/2025 |
 Invesco Solar ETF (TAN) | 1.06% | 0% | 99.87% | 2/1/2025 |
 Nintendo (NTDOY) | 0.92% | 0% | 99.87% | 2/1/2025 |
 Chewy (CHWY) | 0.91% | 0% | 92.43% | 2/1/2025 |
 PayPal (PYPL) | 0.85% | 0% | 99.87% | 2/1/2025 |
 Zoom (ZM) | 0.85% | 0% | 99.87% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.81% | 0% | 99.87% | 2/1/2025 |
 Lam Research (LRCX) | 0.76% | 0% | 99.87% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 0.66% | 0% | 99.87% | 2/1/2025 |
 Union Pacific (UNP) | 0.59% | 0% | 99.87% | 2/1/2025 |
 IDEXX (IDXX) | 0.52% | 0% | 99.87% | 2/1/2025 |
 DocuSign (DOCU) | 0.52% | 0% | 99.87% | 2/1/2025 |
| Starbucks (SBUX) | 0.48% | 0% | 99.87% | 2/1/2025 |
 MercadoLibre (MELI) | 0.48% | 0% | 49.27% | 2/1/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.46% | 0% | 37.32% | 10/16/2023 |
 AMD (AMD) | 0.44% | 0% | 99.87% | 2/1/2025 |
 Confluent (CFLT) | 0.41% | 0% | 99.87% | 2/1/2025 |
 Zillow (ZG) | 0.38% | 0% | 99.87% | 2/1/2025 |
 First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.36% | 0% | 99.87% | 2/1/2025 |
| Lemonade (LMND) | 0.35% | 0% | 99.87% | 2/1/2025 |
 Microsoft (MSFT) | 0.33% | 0% | 49.27% | 2/1/2025 |
 Asana (ASAN) | 0.29% | 0% | 99.87% | 2/1/2025 |
 Fiverr (FVRR) | 0.26% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 0.23% | 0% | 99.87% | 2/1/2025 |
 Match Group (MTCH) | 0.21% | 0% | 99.87% | 2/1/2025 |
 Okta (OKTA) | 0.19% | 0% | 99.87% | 2/1/2025 |
 Ethereum (ETH) | 0.16% | 0% | 99.87% | 2/1/2025 |
 Cardano (ADA) | 0.05% | 0% | 99.87% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 24.71% | 26.34% |
| NVIDIA (NVDA) | 2.34% | 10.12% |
| Shopify (SHOP) | 3.9% | 5.46% |
| Tesla (TSLA) | 3.12% | 5.16% |
| Amazon (AMZN) | 3.38% | 3.93% |
| Alphabet (GOOG) | 2.53% | 3.28% |
| Veeva (VEEV) | 3.33% | 3.12% |
| Cloudflare (NET) | 1.56% | 2.92% |
| ServiceNow (NOW) | 1.56% | 2.87% |
| Tyler (TYL) | 1.95% | 2.58% |
| Trade Desk (TTD) | 1.56% | 2.48% |
| Airbnb (ABNB) | 2.86% | 2.39% |
| Pinterest (PINS) | 2.08% | 1.82% |
| Darling (DAR) | 4.17% | 1.77% |
| Masimo (MASI) | 2.34% | 1.73% |
| Quest Diagnostics (DGX) | 2.14% | 1.67% |
| Zebra (ZBRA) | 1.56% | 1.52% |
| Kinsale (KNSL) | 1.37% | 1.49% |
| HubSpot (HUBS) | 0.87% | 1.45% |
| Snowflake (SNOW) | 2.34% | 1.4% |
| NYT (NYT) | 1.17% | 1.23% |
| Enphase (ENPH) | 4% | 1.18% |
| Chewy (CHWY) | 1.56% | 0.97% |
| Intuit (INTU) | 1.17% | 0.97% |
| Lululemon (LULU) | 1.17% | 0.94% |
| MercadoLibre (MELI) | 1.18% | 0.89% |
| Nintendo (NTDOY) | 1.1% | 0.84% |
| Invesco QQQ (QQQ) | 0.78% | 0.78% |
| Zoom (ZM) | 1.3% | 0.77% |
| PayPal (PYPL) | 1.77% | 0.77% |
| DocuSign (DOCU) | 1.17% | 0.6% |
| Microsoft (MSFT) | 0.76% | 0.6% |
| Berkshire Hathaway (BRK.B) | 0.43% | 0.59% |
| Lam Research (LRCX) | 0.58% | 0.57% |
| Lemonade (LMND) | 1.97% | 0.53% |
| Invesco Solar ETF (TAN) | 1.56% | 0.47% |
| Union Pacific (UNP) | 0.58% | 0.45% |
| Zillow (ZG) | 0.57% | 0.41% |
| Bitcoin (BTC) | 0.19% | 0.35% |
| Starbucks (SBUX) | 0.52% | 0.34% |
| IDEXX (IDXX) | 0.52% | 0.33% |
| Confluent (CFLT) | 0.97% | 0.32% |
| AMD (AMD) | 0.39% | 0.32% |
| Asana (ASAN) | 1.36% | 0.25% |
| Fiverr (FVRR) | 1.1% | 0.22% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) | 0.53% | 0.21% |
| Ethereum (ETH) | 0.19% | 0.17% |
| Okta (OKTA) | 0.58% | 0.14% |
| Match Group (MTCH) | 0.74% | 0.11% |
| Cardano (ADA) | 0.19% | 0.07% |