Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
27 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
AMZN99.91%
TSLA99.91%
BRK.B99.91%
ETSY99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 6.2% | 0.42% | 99.91% | - |
 D.R. Horton (DHI) | 5.36% | 3.77% | 99.91% | - |
 ASML (ASML.NV) | 5.12% | 3.16% | 99.91% | - |
 iShares Semiconductor ETF (SOXX) | 5.01% | 3.41% | 99.91% | - |
| Amazon (AMZN) | 4.8% | 5.03% | 99.91% | - |
| Tesla (TSLA) | 4.58% | 3.27% | 99.91% | - |
| Berkshire Hathaway (BRK.B) | 4.44% | 4.36% | 99.91% | - |
 Palo Alto Networks (PANW) | 4.37% | 4.3% | 99.91% | - |
 SoFi (SOFI) | 4.31% | 13.44% | 99.91% | - |
 Main Street Capital (MAIN) | 4.13% | 3.76% | 99.91% | - |
 Palantir (PLTR) | 3.82% | 0% | 94.42% | 2/6/2025 |
 Ashtead (AHT.L) | 3.62% | 1.93% | 99.91% | - |
 Shopify (SHOP) | 3.36% | 1.67% | 98.2% | - |
 NextEra (NEE) | 2.93% | 0% | 87.8% | 11/20/2024 |
 Xiaomi (1810.HK) | 2.57% | 4.78% | 99.83% | - |
 AIA (1299.HK) | 2.41% | 0% | 91.58% | 1/3/2025 |
 Tencent (0700.HK) | 2.41% | 2.06% | 99.66% | - |
 Hims & Hers (HIMS) | 2.4% | 11.02% | 37.89% | - |
 Wetherspoon (JDW.L) | 2.19% | 0% | 87.8% | 11/20/2024 |
 Alibaba (9988.HK) | 2.01% | 0% | 88.83% | 12/2/2024 |
| Etsy (ETSY) | 1.86% | 0.61% | 99.91% | - |
 JD (9618.HK) | 1.71% | 0.96% | 99.91% | - |
 Sea (SE) | 1.67% | 2.94% | 99.91% | - |
 SuRo Capital (SSSS) | 1.19% | 0.7% | 99.91% | - |
 ARK Genomic Revolution ETF (ARKG) | 1.13% | 0.47% | 99.91% | - |
 Ams (AMS.ZU) | 1.08% | 0% | 56.87% | 11/23/2023 |
 Wise (WISE.L) | 0.94% | 3.97% | 26.98% | - |
 Enphase (ENPH) | 0.68% | 0.5% | 51.8% | - |
 Mondi (MNDI.L) | 0.61% | 0% | 69.85% | 12/2/2024 |
 Niu (NIU) | 0.55% | 0% | 68.81% | 11/20/2024 |
 Lemonade (LMND) | 0.49% | 4.22% | 12.03% | - |
 Nu (NU) | 0.47% | 4.84% | 11.08% | - |
 HCA (HCA) | 0.27% | 0% | 6.27% | 3/15/2022 |
 iShares Core High Dividend ETF (HDV) | 0.21% | 4.25% | 5.15% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.12% | 0% | 9.19% | 8/15/2022 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 1.03% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 1.2% | 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% |