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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
DHI99.72%
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) | 6.59% | 15.36% | 99.72% | - |
 Apple (AAPL) | 4.98% | 0% | 81.45% | 4/29/2025 |
| D.R. Horton (DHI) | 4.95% | 3.38% | 99.72% | - |
| ASML (ASML.NV) | 4.69% | 4.22% | 99.72% | - |
 iShares Semiconductor ETF (SOXX) | 4.58% | 0% | 95.86% | 12/1/2025 |
| Palo Alto Networks (PANW) | 4.19% | 3.1% | 99.72% | - |
 Berkshire Hathaway (BRK.B) | 4.15% | 2.73% | 99.66% | - |
 Amazon (AMZN) | 3.97% | 0% | 82.83% | 5/19/2025 |
 Tesla (TSLA) | 3.96% | 0% | 89.1% | 8/18/2025 |
 Main Street Capital (MAIN) | 3.92% | 3.1% | 99.59% | - |
 Hims & Hers (HIMS) | 3.74% | 2.8% | 49.93% | - |
 Shopify (SHOP) | 3.07% | 1.83% | 98.34% | - |
 Palantir (PLTR) | 3.06% | 0% | 75.79% | 2/6/2025 |
 Ashtead (AHT.L) | 3.06% | 0% | 89.1% | 8/18/2025 |
 Xiaomi (1810.HK) | 2.82% | 2.63% | 99.38% | - |
 NextEra (NEE) | 2.35% | 0% | 70.48% | 11/20/2024 |
 Tencent (0700.HK) | 2.29% | 1.86% | 99.17% | - |
 AIA (1299.HK) | 1.94% | 0% | 73.52% | 1/3/2025 |
 Sea (SE) | 1.88% | 2.07% | 99.59% | - |
 Wetherspoon (JDW.L) | 1.75% | 0% | 70.48% | 11/20/2024 |
 Alibaba (9988.HK) | 1.61% | 0% | 71.31% | 12/2/2024 |
 Etsy (ETSY) | 1.54% | 0% | 89.1% | 8/18/2025 |
 JD (9618.HK) | 1.49% | 0.51% | 99.52% | - |
 Wise (WISE.L) | 1.36% | 2.81% | 41.17% | - |
 Lemonade (LMND) | 1.35% | 6.04% | 29.17% | - |
 Nu (NU) | 1.31% | 5.43% | 28.41% | - |
| SuRo Capital (SSSS) | 1.13% | 0.97% | 99.72% | - |
| ARK Genomic Revolution ETF (ARKG) | 1% | 0.52% | 99.72% | - |
 Ams (AMS.ZU) | 0.87% | 0% | 45.66% | 11/23/2023 |
 Nebius Group NV (NBIS) | 0.87% | 8.47% | 12.97% | - |
 iShares Core High Dividend ETF (HDV) | 0.7% | 0% | 20.07% | 12/1/2025 |
 Enphase (ENPH) | 0.58% | 0% | 50.41% | 8/18/2025 |
 Mondi (MNDI.L) | 0.49% | 0% | 56.07% | 12/2/2024 |
 Niu (NIU) | 0.44% | 0% | 55.24% | 11/20/2024 |
 Root (ROOT) | 0.31% | 2.67% | 10.55% | - |
 Oscar Health (OSCR) | 0.28% | 1.98% | 13.1% | - |
 Shift4 (FOUR) | 0.26% | 4.21% | 8.07% | - |
 Remit Global (RELY) | 0.26% | 3.91% | 7.31% | - |
 Opendoor (OPEN) | 0.23% | 2.68% | 10.41% | - |
 HCA (HCA) | 0.22% | 0% | 5.03% | 3/15/2022 |
 MercadoLibre Inc (MELI.RTH) | 0.13% | 3.74% | 3.59% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.1% | 0% | 7.38% | 8/15/2022 |
 Pagaya (PGY) | 0.06% | 1.69% | 3.59% | - |
 Mamas Creations (MAMA) | 0.01% | 1.63% | 0.97% | - |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.83% | 3/28/2022 |
 Meituan (03690.HK) | 0% | 0% | 0.97% | 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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