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Portfolio Diversification
Range
Most Diversified
36 instruments
September 11, 2025
Least Diversified
0 instruments
October 5, 2024
Average
18.9 instruments
Most Consistent Holdings
Top 5
GOOGL98.73%
ADBE95.35%
NEM80.97%
QCOM80.76%
INVH75.9%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 5, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rexford Industrial (REXR) | 8.67% | 0% | 34.46% | 3/20/2025 |
| Adobe (ADBE) | 8.6% | 1.73% | 95.35% | - |
 NVIDIA (NVDA) | 6.95% | 9.68% | 68.08% | - |
| Alphabet (GOOGL) | 6.42% | 7.36% | 98.73% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 6.07% | 0% | 29.81% | 10/2/2025 |
| Newmont (NEM) | 5.62% | 0% | 80.97% | 11/7/2025 |
| Invitation Homes (INVH) | 5.26% | 4.06% | 75.9% | - |
 Amazon (AMZN) | 3.51% | 10.98% | 67.44% | - |
 Sea (SE) | 3.39% | 18.16% | 66.6% | - |
 Meta (META) | 3.22% | 4.03% | 66.6% | - |
 American Homes 4 Rent (AMH) | 3.16% | 5.29% | 50.53% | - |
 ASML (ASML) | 2.81% | 0% | 60.68% | 7/30/2025 |
| Qualcomm (QCOM) | 2.81% | 0% | 80.76% | 10/27/2025 |
 Reddit Inc (RDDT) | 2.52% | 6.51% | 67.23% | - |
 Workday (WDAY) | 2.37% | 5.98% | 67.44% | - |
 Microsoft (MSFT) | 2.17% | 1.69% | 66.6% | - |
 Sun Communities (SUI.US) | 1.55% | 0% | 21.14% | 11/7/2025 |
 Broadcom (AVGO) | 1.16% | 5.2% | 18.82% | - |
 ELS (ELS) | 1.1% | 0% | 20.72% | 11/6/2025 |
 MercadoLibre (MELI) | 1.07% | 4.54% | 16.07% | - |
 ServiceNow (NOW) | 1.01% | 5.11% | 20.3% | - |
 Coinbase (COIN) | 0.9% | 0.84% | 66.6% | - |
 Trade Desk (TTD) | 0.78% | 0% | 33.19% | 10/13/2025 |
 UMH Properties (UMH) | 0.41% | 0% | 8.46% | 11/6/2025 |
 American Tower (AMT) | 0.35% | 0% | 15.64% | 9/26/2025 |
 Apple (AAPL) | 0.31% | 0% | 39.75% | 1/8/2026 |
 Salesforce (CRM) | 0.3% | 0% | 22.62% | 10/30/2025 |
 Upstart (UPST) | 0.29% | 0% | 21.99% | 1/8/2026 |
 Datadog (DDOG) | 0.28% | 3.3% | 38.69% | - |
 Atlassian (TEAM) | 0.26% | 0% | 26.22% | 12/12/2025 |
 Applied Materials (AMAT) | 0.25% | 0% | 16.49% | 5/13/2025 |
 Zscaler (ZS) | 0.21% | 2.91% | 8.46% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.21% | 0.31% | 41.44% | - |
 Dynatrace (DT) | 0.16% | 0% | 13.95% | 5/12/2025 |
 Snowflake (SNOW) | 0.15% | 2.14% | 8.46% | - |
 Clearwater (CWAN) | 0.13% | 0% | 14.8% | 10/23/2025 |
 Pinterest (PINS) | 0.13% | 0% | 46.51% | 10/17/2025 |
 Monday.com (MNDY) | 0.12% | 0% | 13.74% | 10/17/2025 |
 HubSpot (HUBS) | 0.12% | 0% | 13.53% | 10/17/2025 |
 Centerspace (CSR) | 0.1% | 0% | 25.16% | 11/6/2025 |
 Intuit (INTU) | 0.08% | 0% | 10.99% | 5/1/2025 |
 Synopsys (SNPS) | 0.07% | 0% | 8.67% | 10/22/2025 |
 ARM (ARM) | 0.06% | 0.08% | 46.51% | - |
 Lam Research (LRCX) | 0.05% | 0% | 47.15% | 10/13/2025 |
 Prologis (PLD) | 0.04% | 0% | 12.26% | 3/7/2025 |
 Veeva (VEEV) | 0.04% | 0% | 14.59% | 10/22/2025 |
 MongoDB (MDB) | 0.04% | 0% | 13.74% | 10/17/2025 |
 Tesla (TSLA) | 0.04% | 0% | 16.07% | 9/22/2025 |
 Crown Castle (CCI) | 0.03% | 0% | 10.36% | 3/3/2025 |
 Terreno Realty (TRNO) | 0.02% | 0% | 10.36% | 3/3/2025 |
 Iron Mountain (IRM) | 0.01% | 0% | 0.85% | 3/10/2025 |
 Arista (ANET) | 0.01% | 0% | 12.47% | 5/1/2025 |
 STAG (STAG) | 0.01% | 0% | 10.36% | 3/3/2025 |
 Figma Inc (FIG) | 0% | 0% | 11.42% | 12/30/2025 |
 Confluent (CFLT) | 0% | 0% | 15.43% | 10/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Sea (SE) | 20.34% | 17.1% |
| Amazon (AMZN) | 10.14% | 10.43% |
| NVIDIA (NVDA) | 6.66% | 9.62% |
| American Homes 4 Rent (AMH) | 7.84% | 7.11% |
| Alphabet (GOOGL) | 3.9% | 6.86% |
| Workday (WDAY) | 7.3% | 6.68% |
| Reddit Inc (RDDT) | 4.53% | 6.33% |
| ServiceNow (NOW) | 6.62% | 5.95% |
| MercadoLibre (MELI) | 6.17% | 5.69% |
| Meta (META) | 4.12% | 4.19% |
| Invitation Homes (INVH) | 4.61% | 3.99% |
| Zscaler (ZS) | 3.2% | 3.02% |
| Datadog (DDOG) | 2.67% | 2.5% |
| Snowflake (SNOW) | 2.23% | 2.17% |
| Adobe (ADBE) | 2.82% | 1.98% |
| Broadcom (AVGO) | 2.03% | 1.96% |
| Microsoft (MSFT) | 1.3% | 1.71% |
| Upstart (UPST) | 1.33% | 1.08% |
| Coinbase (COIN) | 0.66% | 0.8% |
| Apple (AAPL) | 0.77% | 0.53% |
| ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.69% | 0.25% |
Cash & Instruments Over Time
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