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Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26 instruments
Most Consistent Holdings
Top 5
DHI99.27%
ASML.NV99.27%
NSLR99.27%
SOFI99.27%
SE99.15%
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) | 7.16% | 10.51% | 99.27% | - |
| D.R. Horton (DHI) | 4.76% | 3.2% | 99.27% | - |
| ASML (ASML.NV) | 4.72% | 5.38% | 99.27% | - |
 Apple (AAPL) | 4.4% | 0% | 71.97% | 4/29/2025 |
 iShares Semiconductor ETF (SOXX) | 4.04% | 0% | 84.7% | 12/1/2025 |
 Berkshire Hathaway (BRK.B) | 3.86% | 0% | 94.21% | 5/5/2026 |
 Palo Alto Networks (PANW) | 3.85% | 0% | 92.81% | 4/10/2026 |
 Main Street Capital (MAIN) | 3.79% | 2.76% | 99.09% | - |
 Amazon (AMZN) | 3.51% | 0% | 73.19% | 5/19/2025 |
 Tesla (TSLA) | 3.5% | 0% | 78.73% | 8/18/2025 |
 Hims & Hers (HIMS) | 3.34% | 0% | 45.22% | 2/9/2026 |
 Shopify (SHOP) | 2.9% | 1.61% | 98.05% | - |
 Xiaomi (1810.HK) | 2.76% | 2.23% | 98.78% | - |
 Palantir (PLTR) | 2.71% | 0% | 66.97% | 2/6/2025 |
 Ashtead (SUNB.L) | 2.7% | 0% | 78.73% | 8/18/2025 |
 NextEra (NEE) | 2.08% | 0% | 62.28% | 11/20/2024 |
 Tencent (0700.HK) | 2.05% | 0% | 88.67% | 2/9/2026 |
 Nebius Group NV (NBIS) | 1.94% | 8.92% | 22.61% | - |
 Lemonade (LMND) | 1.87% | 4.71% | 36.93% | - |
 Nu (NU) | 1.86% | 6.61% | 36.26% | - |
| Sea (SE) | 1.86% | 1.89% | 99.15% | - |
 AIA (1299.HK) | 1.71% | 0% | 64.96% | 1/3/2025 |
 Wetherspoon (JDW.L) | 1.55% | 0% | 62.28% | 11/20/2024 |
 Wise (WISE.L) | 1.52% | 2.63% | 47.53% | - |
 Alibaba (9988.HK) | 1.42% | 0% | 63.01% | 12/2/2024 |
 Etsy (ETSY) | 1.36% | 0% | 78.73% | 8/18/2025 |
 JD (9618.HK) | 1.36% | 0% | 94.09% | 5/6/2026 |
| SuRo Capital (NSLR) | 1.14% | 1.1% | 99.27% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.91% | 0% | 94.27% | 5/5/2026 |
 Remit Global (RELY) | 0.85% | 6.57% | 17.61% | - |
 Shift4 (FOUR) | 0.8% | 5.56% | 18.28% | - |
 Ams (AMS.ZU) | 0.77% | 0% | 40.34% | 11/23/2023 |
 iShares Core High Dividend ETF (HDV) | 0.62% | 0% | 17.73% | 12/1/2025 |
 MercadoLibre Inc (MELI.RTH) | 0.55% | 4.14% | 14.32% | - |
 Oscar Health (OSCR) | 0.55% | 4.19% | 22.61% | - |
 Root (ROOT) | 0.54% | 2.22% | 20.48% | - |
 Pagaya (PGY) | 0.53% | 6.1% | 14.32% | - |
 Enphase (ENPH) | 0.51% | 0% | 44.55% | 8/18/2025 |
 Opendoor (OPEN) | 0.5% | 2.62% | 20.35% | - |
 Mondi (MNDI.L) | 0.43% | 0% | 49.54% | 12/2/2024 |
 Niu (NIU) | 0.39% | 0% | 48.81% | 11/20/2024 |
 Mamas Creations (MAMA) | 0.27% | 4.07% | 11.94% | - |
 SMART (PENG) | 0.2% | 3.67% | 5% | - |
 HCA (HCA) | 0.19% | 0% | 4.45% | 3/15/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.09% | 0% | 6.52% | 8/15/2022 |
 Smartoptics Group ASA (SMOP.OL) | 0.08% | 1.52% | 4.51% | - |
 Fluence (FLNC) | 0.03% | 0.43% | 4.81% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.73% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.85% | 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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