Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.8 instruments
Most Consistent Holdings
Top 5
TSLA99.92%
BRK.B99.92%
ETSY99.92%
DHI99.92%
AHT.L99.92%
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 |
|---|---|---|---|---|
 Apple (AAPL) | 5.72% | 0% | 93.43% | 4/29/2025 |
| D.R. Horton (DHI) | 5.2% | 3.07% | 99.92% | - |
 SoFi (SOFI) | 5.16% | 19.17% | 99.92% | - |
 ASML (ASML.NV) | 4.94% | 2.53% | 99.92% | - |
 iShares Semiconductor ETF (SOXX) | 4.88% | 3.63% | 99.84% | - |
 Amazon (AMZN) | 4.56% | 0% | 95.02% | 5/19/2025 |
| Tesla (TSLA) | 4.47% | 3.11% | 99.92% | - |
| Berkshire Hathaway (BRK.B) | 4.36% | 2.91% | 99.92% | - |
 Palo Alto Networks (PANW) | 4.33% | 3.64% | 99.92% | - |
 Main Street Capital (MAIN) | 4.07% | 3.42% | 99.92% | - |
 Palantir (PLTR) | 3.52% | 0% | 86.95% | 2/6/2025 |
| Ashtead (AHT.L) | 3.47% | 1.73% | 99.92% | - |
 Hims & Hers (HIMS) | 3.25% | 9.14% | 42.8% | - |
 Shopify (SHOP) | 3.23% | 1.83% | 98.34% | - |
 Xiaomi (1810.HK) | 2.73% | 4.59% | 99.76% | - |
 NextEra (NEE) | 2.69% | 0% | 80.85% | 11/20/2024 |
 Tencent (0700.HK) | 2.37% | 1.75% | 99.6% | - |
 AIA (1299.HK) | 2.22% | 0% | 84.34% | 1/3/2025 |
 Wetherspoon (JDW.L) | 2.01% | 0% | 80.85% | 11/20/2024 |
 Alibaba (9988.HK) | 1.85% | 0% | 81.8% | 12/2/2024 |
 Sea (SE) | 1.78% | 3.14% | 99.92% | - |
| Etsy (ETSY) | 1.76% | 0.6% | 99.92% | - |
 JD (9618.HK) | 1.63% | 0.65% | 99.84% | - |
 SuRo Capital (SSSS) | 1.16% | 1.01% | 99.92% | - |
 Wise (WISE.L) | 1.16% | 3.24% | 32.75% | - |
 ARK Genomic Revolution ETF (ARKG) | 1.08% | 0.44% | 99.92% | - |
 Ams (AMS.ZU) | 1% | 0% | 52.37% | 11/23/2023 |
 Lemonade (LMND) | 0.81% | 4.96% | 18.99% | - |
 Nu (NU) | 0.81% | 4.47% | 18.12% | - |
 Enphase (ENPH) | 0.66% | 0.29% | 55.54% | - |
 Mondi (MNDI.L) | 0.56% | 0% | 64.32% | 12/2/2024 |
 Niu (NIU) | 0.5% | 0% | 63.37% | 11/20/2024 |
 iShares Core High Dividend ETF (HDV) | 0.48% | 3.34% | 12.66% | - |
 HCA (HCA) | 0.25% | 0% | 5.78% | 3/15/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.11% | 0% | 8.47% | 8/15/2022 |
 Nebius Group NV (NBIS) | 0.02% | 4.16% | 0.4% | - |
 Oscar Health (OSCR) | 0.01% | 1.88% | 0.71% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.95% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 1.11% | 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% |