Portfolio Diversification
Range
Most Diversified
29 instruments
May 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
26.5 instruments
Most Consistent Holdings
Top 5
DHI99.72%
PANW99.72%
ASML.NV99.72%
SSSS99.72%
ARKG99.72%
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) | 6.28% | 16.13% | 99.72% | - |
 Apple (AAPL) | 5.15% | 0% | 84.12% | 4/29/2025 |
| D.R. Horton (DHI) | 5.01% | 3.31% | 99.72% | - |
 iShares Semiconductor ETF (SOXX) | 4.72% | 0% | 99% | 12/1/2025 |
| ASML (ASML.NV) | 4.72% | 3.39% | 99.72% | - |
| Palo Alto Networks (PANW) | 4.23% | 3.31% | 99.72% | - |
 Berkshire Hathaway (BRK.B) | 4.19% | 2.78% | 99.64% | - |
 Amazon (AMZN) | 4.1% | 0% | 85.54% | 5/19/2025 |
 Tesla (TSLA) | 4.09% | 0% | 92.02% | 8/18/2025 |
 Main Street Capital (MAIN) | 3.95% | 2.89% | 99.57% | - |
 Hims & Hers (HIMS) | 3.72% | 7.42% | 48.29% | - |
 Palantir (PLTR) | 3.17% | 0% | 78.28% | 2/6/2025 |
 Ashtead (AHT.L) | 3.16% | 0% | 92.02% | 8/18/2025 |
 Shopify (SHOP) | 3.1% | 2.07% | 98.29% | - |
 Xiaomi (1810.HK) | 2.81% | 3.12% | 99.36% | - |
 NextEra (NEE) | 2.43% | 0% | 72.79% | 11/20/2024 |
 Tencent (0700.HK) | 2.31% | 1.84% | 99.15% | - |
 AIA (1299.HK) | 2% | 0% | 75.93% | 1/3/2025 |
 Sea (SE) | 1.87% | 2.23% | 99.57% | - |
 Wetherspoon (JDW.L) | 1.81% | 0% | 72.79% | 11/20/2024 |
 Alibaba (9988.HK) | 1.66% | 0% | 73.65% | 12/2/2024 |
 Etsy (ETSY) | 1.59% | 0% | 92.02% | 8/18/2025 |
 JD (9618.HK) | 1.53% | 0.52% | 99.5% | - |
 Wise (WISE.L) | 1.32% | 2.39% | 39.25% | - |
 Lemonade (LMND) | 1.22% | 5.44% | 26.85% | - |
 Nu (NU) | 1.18% | 5.13% | 26.07% | - |
| SuRo Capital (SSSS) | 1.13% | 0.95% | 99.72% | - |
| ARK Genomic Revolution ETF (ARKG) | 1.02% | 0.49% | 99.72% | - |
 Ams (AMS.ZU) | 0.9% | 0% | 47.15% | 11/23/2023 |
 iShares Core High Dividend ETF (HDV) | 0.72% | 0% | 20.73% | 12/1/2025 |
 Nebius Group NV (NBIS) | 0.64% | 6.92% | 10.11% | - |
 Enphase (ENPH) | 0.6% | 0% | 52.07% | 8/18/2025 |
 Mondi (MNDI.L) | 0.5% | 0% | 57.91% | 12/2/2024 |
 Niu (NIU) | 0.45% | 0% | 57.05% | 11/20/2024 |
 HCA (HCA) | 0.22% | 0% | 5.2% | 3/15/2022 |
 Oscar Health (OSCR) | 0.22% | 2.1% | 10.26% | - |
 Root (ROOT) | 0.22% | 3.08% | 7.62% | - |
 Opendoor (OPEN) | 0.16% | 1.88% | 7.48% | - |
 Shift4 (FOUR) | 0.15% | 2.91% | 5.06% | - |
 Remit Global (RELY) | 0.14% | 3.62% | 4.27% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.1% | 0% | 7.62% | 8/15/2022 |
 MercadoLibre Inc (MELI.RTH) | 0.02% | 3.67% | 0.43% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.85% | 3/28/2022 |
 Pagaya (PGY) | 0.01% | 1.9% | 0.43% | - |
 Meituan (03690.HK) | 0% | 0% | 1% | 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% |