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Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
25.9 instruments
Most Consistent Holdings
Top 5
DHI99.23%
ASML.NV99.23%
NSLR99.23%
SOFI99.23%
SE99.11%
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 |
|---|---|---|---|---|
| SoFi (SOFI) | 7.26% | 11.1% | 99.23% | - |
| ASML (ASML.NV) | 4.74% | 5.33% | 99.23% | - |
| D.R. Horton (DHI) | 4.71% | 3.12% | 99.23% | - |
 Apple (AAPL) | 4.28% | 0% | 69.96% | 4/29/2025 |
 iShares Semiconductor ETF (SOXX) | 3.93% | 0% | 82.35% | 12/1/2025 |
 Main Street Capital (MAIN) | 3.76% | 2.91% | 99.05% | - |
 Berkshire Hathaway (BRK.B) | 3.75% | 0% | 91.59% | 5/5/2026 |
 Palo Alto Networks (PANW) | 3.75% | 0% | 90.23% | 4/10/2026 |
 Amazon (AMZN) | 3.41% | 0% | 71.15% | 5/19/2025 |
 Tesla (TSLA) | 3.4% | 0% | 76.54% | 8/18/2025 |
 Hims & Hers (HIMS) | 3.24% | 0% | 43.96% | 2/9/2026 |
 Shopify (SHOP) | 2.87% | 1.82% | 98.05% | - |
 Xiaomi (1810.HK) | 2.74% | 2.07% | 98.76% | - |
 Palantir (PLTR) | 2.63% | 0% | 65.11% | 2/6/2025 |
 Ashtead (SUNB.L) | 2.63% | 0% | 76.54% | 8/18/2025 |
 Nebius Group NV (NBIS) | 2.16% | 10.64% | 24.7% | - |
 NextEra (NEE) | 2.02% | 0% | 60.55% | 11/20/2024 |
 Tencent (0700.HK) | 1.99% | 0% | 86.2% | 2/9/2026 |
 Nu (NU) | 1.99% | 6.47% | 37.97% | - |
 Lemonade (LMND) | 1.95% | 4.8% | 38.63% | - |
| Sea (SE) | 1.86% | 1.87% | 99.11% | - |
 AIA (1299.HK) | 1.66% | 0% | 63.15% | 1/3/2025 |
 Wise (WISE.L) | 1.55% | 2.61% | 48.93% | - |
 Wetherspoon (JDW.L) | 1.51% | 0% | 60.55% | 11/20/2024 |
 Alibaba (9988.HK) | 1.38% | 0% | 61.26% | 12/2/2024 |
 Etsy (ETSY) | 1.33% | 0% | 76.54% | 8/18/2025 |
 JD (9618.HK) | 1.32% | 0% | 91.47% | 5/6/2026 |
| SuRo Capital (NSLR) | 1.14% | 0.88% | 99.23% | - |
 Remit Global (RELY) | 1.02% | 6.49% | 19.85% | - |
 Shift4 (FOUR) | 0.9% | 4.49% | 20.5% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.89% | 0% | 91.65% | 5/5/2026 |
 Ams (AMS.ZU) | 0.75% | 0% | 39.22% | 11/23/2023 |
 Pagaya (PGY) | 0.69% | 6.96% | 16.65% | - |
 MercadoLibre Inc (MELI.RTH) | 0.65% | 4.11% | 16.65% | - |
 Oscar Health (OSCR) | 0.64% | 4.4% | 24.7% | - |
 iShares Core High Dividend ETF (HDV) | 0.6% | 0% | 17.24% | 12/1/2025 |
 Root (ROOT) | 0.58% | 2.19% | 22.63% | - |
 Opendoor (OPEN) | 0.55% | 1.83% | 22.51% | - |
 Enphase (ENPH) | 0.5% | 0% | 43.31% | 8/18/2025 |
 Mondi (MNDI.L) | 0.42% | 0% | 48.16% | 12/2/2024 |
 Niu (NIU) | 0.38% | 0% | 47.45% | 11/20/2024 |
 Mamas Creations (MAMA) | 0.36% | 3.2% | 14.34% | - |
 SMART (PENG) | 0.3% | 3.42% | 7.58% | - |
 HCA (HCA) | 0.19% | 0% | 4.32% | 3/15/2022 |
 Smartoptics Group ASA (SMOP.OL) | 0.12% | 1.63% | 7.11% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.08% | 0% | 6.34% | 8/15/2022 |
 Fluence (FLNC) | 0.04% | 0.28% | 7.41% | - |
 Ouster (OUST) | 0.02% | 2.31% | 0.71% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.71% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.83% | 4/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SoFi (SOFI) | 7.11% | 16.16% |
| Nebius Group NV (NBIS) | 6.46% | 7.34% |
| Nu (NU) | 5.06% | 5.47% |
| Lemonade (LMND) | 3.55% | 5.23% |
| Remit Global (RELY) | 5.81% | 3.95% |
| MercadoLibre Inc (MELI.RTH) | 5.16% | 3.8% |
| ASML (ASML.NV) | 2.71% | 3.49% |
| Hims & Hers (HIMS) | 1.76% | 3.26% |
| Palo Alto Networks (PANW) | 1.94% | 3.26% |
| D.R. Horton (DHI) | 2.69% | 3.2% |
| Main Street Capital (MAIN) | 2.66% | 3.05% |
| Xiaomi (1810.HK) | 2.71% | 3.02% |
| Root (ROOT) | 5.16% | 2.95% |
| Berkshire Hathaway (BRK.B) | 2.01% | 2.94% |
| Shift4 (FOUR) | 5.16% | 2.83% |
| Wise (WISE.L) | 3.1% | 2.64% |
| Opendoor (OPEN) | 2.58% | 2.49% |
| Sea (SE) | 2.66% | 2.26% |
| Shopify (SHOP) | 0.77% | 2.2% |
| Tencent (0700.HK) | 2.71% | 1.92% |
| Oscar Health (OSCR) | 2.58% | 1.91% |
| Pagaya (PGY) | 2.58% | 1.7% |
| SuRo Capital (NSLR) | 2.01% | 1.02% |
| JD (9618.HK) | 2.03% | 0.53% |
| ARK Genomic Revolution ETF (ARKG) | 2.01% | 0.48% |
Cash & Instruments Over Time
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