Portfolio Diversification
Range
Most Diversified
32 instruments
October 7, 2023
Least Diversified
0 instruments
April 12, 2022
Average
13.6 instruments
Most Consistent Holdings
Top 5
MSFT73.79%
META71.63%
AMZN70.63%
NVDA68.64%
GOOG64.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 20, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Cardano (ADA) | 8.01% | 0% | 15.39% | 5/19/2023 |
| NVIDIA (NVDA) | 6.32% | 6.81% | 68.64% | - |
| Microsoft (MSFT) | 5.15% | 9.28% | 73.79% | - |
| Meta (META) | 5.09% | 5.9% | 71.63% | - |
 Rheinmetall (RHM.DE) | 4.63% | 14.2% | 64.06% | - |
 Rocket Lab (RKLB) | 4.18% | 9.49% | 62.4% | - |
| Alphabet (GOOG) | 4.15% | 0% | 64.48% | 2/21/2025 |
| Amazon (AMZN) | 4.14% | 4.72% | 70.63% | - |
 CryptoPortfolio | 3.33% | 0% | 3.33% | 4/11/2022 |
 JORDENBOER | 2.79% | 0% | 6.32% | 3/15/2023 |
 Crowdstrike (CRWD) | 2.72% | 0% | 56.16% | 2/21/2025 |
 Royal Caribbean (RCL) | 2.27% | 9.07% | 40.02% | - |
 Mastercard (MA) | 2.15% | 6.49% | 50.67% | - |
 Visa (V) | 2.14% | 5% | 50.67% | - |
 Apple (AAPL) | 2.08% | 0% | 32.95% | 3/1/2024 |
 AMD (AMD) | 1.63% | 0% | 29.2% | 11/26/2024 |
 Applied Materials (AMAT) | 1.51% | 0% | 32.28% | 10/21/2024 |
 Lam Research (LRCX) | 1.44% | 0% | 32.28% | 10/21/2024 |
 Novo Nordisk (NOVO-B.CO) | 1.28% | 0% | 24.38% | 10/24/2024 |
 SAP (SAP.DE) | 1.16% | 0% | 1.16% | 4/28/2022 |
 Vanguard Total Bond Market ETF (BND) | 1.05% | 0% | 12.81% | 2/23/2024 |
 Ferrari (RACE) | 0.99% | 0% | 25.96% | 11/12/2024 |
 Vanguard Intermediate-Term Corp (VCIT) | 0.97% | 0% | 12.15% | 2/23/2024 |
 Bitcoin (BTC) | 0.93% | 0% | 7.24% | 1/12/2025 |
 Vertex (VRTX) | 0.82% | 0% | 26.87% | 4/4/2024 |
 Eni (ENI.MI) | 0.78% | 0% | 22.63% | 9/16/2024 |
 Rolls-Royce (RR.L) | 0.75% | 7.09% | 8.82% | - |
 Ethereum (ETH) | 0.75% | 0% | 3.83% | 8/24/2022 |
 Tesla (TSLA) | 0.68% | 0% | 10.48% | 8/18/2023 |
 MGM (MGM) | 0.65% | 0% | 17.8% | 10/17/2023 |
 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.65% | 0% | 9.48% | 1/2/2024 |
 Disney (DIS) | 0.64% | 0% | 15.47% | 10/17/2023 |
 Leonardo (LDO.MI) | 0.61% | 5.86% | 8.82% | - |
 TSMC (TSM) | 0.59% | 0% | 15.97% | 11/12/2024 |
 Broadcom (AVGO) | 0.59% | 0% | 12.15% | 11/26/2024 |
 Snowflake (SNOW) | 0.58% | 0% | 13.98% | 9/19/2023 |
 BAE Systems (BA.L) | 0.56% | 5.85% | 8.82% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.5% | 0% | 7.32% | 1/2/2024 |
 SAP (SAP) | 0.49% | 9.05% | 4.99% | - |
 ServiceNow (NOW) | 0.48% | 0% | 13.56% | 10/17/2023 |
 Trade Desk (TTD) | 0.46% | 0% | 10.23% | 8/11/2023 |
 Accenture (ACN) | 0.44% | 0% | 11.23% | 9/6/2023 |
 Churchill Downs (CHDN) | 0.42% | 0% | 12.06% | 8/30/2023 |
 Kinsale (KNSL) | 0.42% | 0% | 17.3% | 2/14/2024 |
 Eli Lilly (LLY) | 0.41% | 0% | 10.65% | 11/21/2024 |
 Boeing (BA) | 0.4% | 0% | 15.97% | 3/14/2024 |
 Volkswagen (VOW3.DE) | 0.37% | 0% | 11.06% | 1/2/2024 |
 Veeva (VEEV) | 0.35% | 0% | 10.82% | 9/25/2023 |
 Paycom (PAYC) | 0.34% | 0% | 12.23% | 10/17/2023 |
 MercadoLibre (MELI) | 0.33% | 0% | 9.57% | 10/2/2024 |
 Vanguard FTSE All-World ex-US (VEU) | 0.31% | 0% | 9.57% | 1/2/2024 |
 Axon (AXON) | 0.29% | 0% | 12.81% | 10/17/2023 |
 Booking (BKNG) | 0.27% | 0% | 12.81% | 10/17/2023 |
 Shopify (SHOP) | 0.25% | 0% | 9.07% | 9/6/2023 |
 Ralph Lauren (RL) | 0.25% | 0% | 7.4% | 8/19/2024 |
 CPHequities | 0.24% | 0% | 0.5% | 9/21/2022 |
 TKO (TKO) | 0.23% | 0% | 7.15% | 3/17/2025 |
 ASML (ASML) | 0.23% | 0% | 3.74% | 4/7/2025 |
 Oracle (ORCL) | 0.22% | 0% | 3.66% | 10/24/2024 |
 GE Vernova (GEV) | 0.19% | 0% | 3.74% | 2/21/2025 |
 General Dynamics (GD) | 0.19% | 0% | 5.41% | 10/24/2024 |
 LVMH (MC.PA) | 0.17% | 0% | 5.49% | 7/17/2023 |
 Micron (MU) | 0.17% | 0% | 3.74% | 2/21/2025 |
 NuScale Power (SMR) | 0.17% | 0% | 2.83% | 12/16/2024 |
 Houlihan Lokey (HLI) | 0.15% | 0% | 3.58% | 9/6/2023 |
 McDonald's (MCD) | 0.15% | 0% | 1.25% | 2/24/2022 |
 Deere (DE) | 0.14% | 0% | 4.08% | 9/6/2023 |
 Golden Ocean (GOGL.OL) | 0.14% | 0% | 4.91% | 4/9/2024 |
 Aluminum Future Contract (ALUMINUM.FUT) | 0.13% | 0% | 0.42% | 3/1/2022 |
 Berkshire Hathaway (BRK.B) | 0.13% | 0% | 4.24% | 4/22/2024 |
 British American Tobacco (BTI) | 0.13% | 0% | 2.66% | 9/18/2023 |
 Zoetis (ZTS) | 0.12% | 0% | 3.58% | 9/6/2023 |
 Roblox (RBLX) | 0.11% | 0% | 2.66% | 9/18/2023 |
 GM (GM) | 0.09% | 0% | 3.16% | 10/17/2023 |
 PayPal (PYPL) | 0.08% | 0% | 3.16% | 10/17/2023 |
 SPDR Gold (GLD) | 0.06% | 0% | 1.66% | 11/6/2024 |
 Rio Tinto (RIO) | 0.03% | 0% | 2.75% | 4/4/2024 |
 Tyler (TYL) | 0.03% | 0% | 1.33% | 2/8/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.08% | 2/25/2022 |
 CyberArk (CYBR) | 0.02% | 0% | 0.58% | 4/16/2024 |
 Algorand (ALGO) | 0.01% | 0% | 0.33% | 5/19/2023 |
 ARM (ARM) | 0.01% | 0% | 0.33% | 9/18/2023 |
 Raytheon (RTX) | 0% | 0% | 0.17% | 9/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rocket Lab (RKLB) | 6.75% | 17.58% |
| Bitcoin (BTC) | 14.9% | 15.46% |
| NVIDIA (NVDA) | 15.84% | 12.65% |
| Rheinmetall (RHM.DE) | 8.37% | 9.36% |
| Royal Caribbean (RCL) | 8.65% | 8.68% |
| Meta (META) | 8.94% | 6.95% |
| Crowdstrike (CRWD) | 7.78% | 6.53% |
| Alphabet (GOOG) | 6.81% | 5.87% |
| Microsoft (MSFT) | 7.55% | 5.6% |
| Amazon (AMZN) | 5.76% | 5.01% |
| Visa (V) | 4.32% | 3.31% |
| Mastercard (MA) | 4.33% | 3.31% |