Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.7 instruments
Most Consistent Holdings
Top 5
BRK.B99.92%
DHI99.92%
PANW99.92%
ASML.NV99.92%
MAIN99.92%
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) | 5.62% | 18.04% | 99.92% | - |
 Apple (AAPL) | 5.51% | 0% | 90.02% | 4/29/2025 |
| D.R. Horton (DHI) | 5.14% | 3.89% | 99.92% | - |
| ASML (ASML.NV) | 4.85% | 2.41% | 99.92% | - |
 iShares Semiconductor ETF (SOXX) | 4.83% | 3.34% | 99.77% | - |
 Amazon (AMZN) | 4.39% | 0% | 91.54% | 5/19/2025 |
 Tesla (TSLA) | 4.38% | 0% | 98.48% | 8/18/2025 |
| Berkshire Hathaway (BRK.B) | 4.31% | 2.82% | 99.92% | - |
| Palo Alto Networks (PANW) | 4.3% | 3.32% | 99.92% | - |
| Main Street Capital (MAIN) | 4.04% | 3.23% | 99.92% | - |
 Hims & Hers (HIMS) | 3.46% | 8.05% | 44.89% | - |
 Palantir (PLTR) | 3.39% | 0% | 83.77% | 2/6/2025 |
 Ashtead (AHT.L) | 3.38% | 0% | 98.48% | 8/18/2025 |
 Shopify (SHOP) | 3.18% | 1.93% | 98.4% | - |
 Xiaomi (1810.HK) | 2.78% | 3.97% | 99.7% | - |
 NextEra (NEE) | 2.6% | 0% | 77.9% | 11/20/2024 |
 Tencent (0700.HK) | 2.35% | 1.88% | 99.54% | - |
 AIA (1299.HK) | 2.14% | 0% | 81.25% | 1/3/2025 |
 Wetherspoon (JDW.L) | 1.94% | 0% | 77.9% | 11/20/2024 |
 Sea (SE) | 1.83% | 3.27% | 99.92% | - |
 Alibaba (9988.HK) | 1.78% | 0% | 78.81% | 12/2/2024 |
 Etsy (ETSY) | 1.71% | 0% | 98.48% | 8/18/2025 |
 JD (9618.HK) | 1.6% | 0.56% | 99.85% | - |
 Wise (WISE.L) | 1.23% | 3.28% | 35.21% | - |
 SuRo Capital (SSSS) | 1.15% | 0.9% | 99.92% | - |
 ARK Genomic Revolution ETF (ARKG) | 1.06% | 0.41% | 99.92% | - |
 Lemonade (LMND) | 0.98% | 5.42% | 21.95% | - |
 Ams (AMS.ZU) | 0.96% | 0% | 50.46% | 11/23/2023 |
 Nu (NU) | 0.94% | 4.64% | 21.11% | - |
 Enphase (ENPH) | 0.64% | 0% | 55.72% | 8/18/2025 |
 iShares Core High Dividend ETF (HDV) | 0.58% | 3.14% | 15.85% | - |
 Mondi (MNDI.L) | 0.54% | 0% | 61.97% | 12/2/2024 |
 Niu (NIU) | 0.49% | 0% | 61.05% | 11/20/2024 |
 HCA (HCA) | 0.24% | 0% | 5.56% | 3/15/2022 |
 Nebius Group NV (NBIS) | 0.19% | 4.73% | 4.04% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.11% | 0% | 8.16% | 8/15/2022 |
 Oscar Health (OSCR) | 0.09% | 2.5% | 4.34% | - |
 Opendoor (OPEN) | 0.04% | 3.58% | 1.37% | - |
 Root (ROOT) | 0.03% | 1.94% | 1.37% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.91% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 1.07% | 4/12/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SoFi (SOFI) | 7.81% | 12% |
| Hims & Hers (HIMS) | 4% | 6.24% |
| Amazon (AMZN) | 3.9% | 4.8% |
| Tesla (TSLA) | 3.08% | 4.74% |
| Palo Alto Networks (PANW) | 2.22% | 4.22% |
| Wise (WISE.L) | 3.56% | 4.06% |
| D.R. Horton (DHI) | 3.08% | 4.06% |
| iShares Semiconductor ETF (SOXX) | 3.71% | 3.96% |
| Main Street Capital (MAIN) | 3.05% | 3.88% |
| Nu (NU) | 5.07% | 3.79% |
| Lemonade (LMND) | 5.19% | 3.71% |
| Xiaomi (1810.HK) | 3.11% | 3.49% |
| Berkshire Hathaway (BRK.B) | 2.31% | 3.48% |
| ASML (ASML.NV) | 3.11% | 3.29% |
| Sea (SE) | 3.05% | 2.46% |
| Ashtead (AHT.L) | 2.33% | 2.19% |
| Shopify (SHOP) | 0.89% | 1.91% |
| Tencent (0700.HK) | 3.11% | 1.76% |
| AIA (1299.HK) | 2.34% | 1.2% |
| Palantir (PLTR) | 0.24% | 1% |
| JD (9618.HK) | 2.34% | 0.84% |
| SuRo Capital (SSSS) | 2.31% | 0.83% |
| Etsy (ETSY) | 2.91% | 0.67% |
| Enphase (ENPH) | 1.48% | 0.63% |
| ARK Genomic Revolution ETF (ARKG) | 2.31% | 0.52% |
| Apple (AAPL) | 0.3% | 0.5% |