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Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.4 instruments
Most Consistent Holdings
Top 5
DHI99.73%
PANW99.73%
ASML.NV99.73%
SSSS99.73%
ARKG99.73%
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) | 6.83% | 13.16% | 99.73% | - |
| D.R. Horton (DHI) | 4.91% | 3.56% | 99.73% | - |
 Apple (AAPL) | 4.82% | 0% | 78.79% | 4/29/2025 |
| ASML (ASML.NV) | 4.69% | 5.07% | 99.73% | - |
 iShares Semiconductor ETF (SOXX) | 4.43% | 0% | 92.73% | 12/1/2025 |
| Palo Alto Networks (PANW) | 4.16% | 3.26% | 99.73% | - |
 Berkshire Hathaway (BRK.B) | 4.12% | 3.25% | 99.67% | - |
 Main Street Capital (MAIN) | 3.9% | 3.24% | 99.6% | - |
 Amazon (AMZN) | 3.84% | 0% | 80.12% | 5/19/2025 |
 Tesla (TSLA) | 3.83% | 0% | 86.19% | 8/18/2025 |
 Hims & Hers (HIMS) | 3.65% | 0% | 49.5% | 2/9/2026 |
 Shopify (SHOP) | 3.03% | 1.96% | 98.4% | - |
 Palantir (PLTR) | 2.96% | 0% | 73.32% | 2/6/2025 |
 Ashtead (AHT.L) | 2.96% | 0% | 86.19% | 8/18/2025 |
 Xiaomi (1810.HK) | 2.82% | 2.89% | 99.33% | - |
 NextEra (NEE) | 2.27% | 0% | 68.18% | 11/20/2024 |
 Tencent (0700.HK) | 2.24% | 0% | 97.06% | 2/9/2026 |
 Sea (SE) | 1.89% | 1.76% | 99.6% | - |
 AIA (1299.HK) | 1.87% | 0% | 71.11% | 1/3/2025 |
 Wetherspoon (JDW.L) | 1.7% | 0% | 68.18% | 11/20/2024 |
 Alibaba (9988.HK) | 1.56% | 0% | 68.98% | 12/2/2024 |
 Lemonade (LMND) | 1.5% | 5.92% | 31.49% | - |
 Etsy (ETSY) | 1.49% | 0% | 86.19% | 8/18/2025 |
 Nu (NU) | 1.47% | 6.34% | 30.75% | - |
 JD (9618.HK) | 1.46% | 0.59% | 99.53% | - |
 Wise (WISE.L) | 1.41% | 2.99% | 43.1% | - |
| SuRo Capital (SSSS) | 1.13% | 1.25% | 99.73% | - |
 Nebius Group NV (NBIS) | 1.13% | 10.76% | 15.81% | - |
| ARK Genomic Revolution ETF (ARKG) | 0.98% | 0.52% | 99.73% | - |
 Ams (AMS.ZU) | 0.84% | 0% | 44.16% | 11/23/2023 |
 iShares Core High Dividend ETF (HDV) | 0.67% | 0% | 19.41% | 12/1/2025 |
 Enphase (ENPH) | 0.56% | 0% | 48.77% | 8/18/2025 |
 Mondi (MNDI.L) | 0.47% | 0% | 54.24% | 12/2/2024 |
 Shift4 (FOUR) | 0.44% | 5.56% | 11.07% | - |
 Niu (NIU) | 0.43% | 0% | 53.44% | 11/20/2024 |
 Remit Global (RELY) | 0.4% | 5.5% | 10.34% | - |
 Root (ROOT) | 0.38% | 2.05% | 13.48% | - |
 Oscar Health (OSCR) | 0.34% | 2.02% | 15.94% | - |
 Opendoor (OPEN) | 0.3% | 2.47% | 13.34% | - |
 MercadoLibre Inc (MELI.RTH) | 0.26% | 3.76% | 6.74% | - |
 HCA (HCA) | 0.21% | 0% | 4.87% | 3/15/2022 |
 Pagaya (PGY) | 0.17% | 4.08% | 6.74% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.09% | 0% | 7.14% | 8/15/2022 |
 Mamas Creations (MAMA) | 0.08% | 2.04% | 4.2% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.8% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.93% | 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 (SSSS) | 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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