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Portfolio Diversification
Range
Most Diversified
36 instruments
January 25, 2022
Least Diversified
0 instruments
April 4, 2026
Average
23.7 instruments
Most Consistent Holdings
Top 5
MSFT99.75%
NKE99.75%
COST99.75%
DIS92.37%
XYZ92.37%
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 |
|---|---|---|---|---|
| Costco (COST) | 29.13% | 19.46% | 99.75% | - |
| Microsoft (MSFT) | 10.08% | 10.24% | 99.75% | - |
 NVIDIA (NVDA) | 8.51% | 19.44% | 90.91% | - |
 Invesco QQQ (QQQ) | 4.21% | 0% | 49.97% | 4/2/2024 |
 Eli Lilly (LLY) | 3.91% | 8.93% | 55.52% | - |
 ASML (ASML) | 3.7% | 2.16% | 90.98% | - |
 TSMC (TSM) | 3.26% | 12.23% | 57.16% | - |
 Apple (AAPL) | 3.19% | 0% | 44.35% | 1/3/2024 |
 Amazon (AMZN) | 2.19% | 0% | 47.51% | 2/22/2024 |
 LVMH (MC.PA) | 1.96% | 1.96% | 68.14% | - |
 Crowdstrike (CRWD) | 1.73% | 0% | 83.85% | 1/29/2026 |
 Direxion Daily Semiconductor Bull 3X ETF (SOXL) | 1.72% | 0% | 29.97% | 12/3/2025 |
 Micron (MU) | 1.4% | 0% | 43.34% | 10/23/2025 |
 Citi (C) | 1.22% | 0% | 53.44% | 5/27/2024 |
 Tesla (TSLA) | 1.16% | 1.03% | 69.34% | - |
 iShares MSCI India ETF (INDA) | 1.02% | 0% | 25.99% | 7/10/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.01% | 0% | 18.93% | 9/19/2024 |
 Lam Research (LRCX) | 0.99% | 0% | 31.74% | 6/13/2023 |
 Alphabet (GOOG) | 0.97% | 2.13% | 25.74% | - |
 Meta (META) | 0.95% | 0% | 43.97% | 12/28/2023 |
 JPMorgan (JPM) | 0.92% | 0% | 43.34% | 12/18/2023 |
| Block Inc. (XYZ) | 0.91% | 0% | 92.37% | 2/5/2026 |
 Norwegian Cruise Line (NCLH) | 0.81% | 0% | 87.76% | 11/24/2025 |
 SPDR Gold MiniShares Trust (GLDM) | 0.81% | 7.63% | 9.02% | - |
| Nike (NKE) | 0.73% | 0.17% | 99.75% | - |
 iShares Semiconductor ETF (SOXX) | 0.73% | 0% | 11.29% | 7/10/2024 |
 ARK Innovation ETF (ARKK) | 0.73% | 0% | 63.66% | 11/7/2024 |
| Disney (DIS) | 0.71% | 0% | 92.37% | 2/5/2026 |
 Ishares Russell 2000 ETF (IWM) | 0.65% | 0% | 20% | 7/11/2024 |
 Ferrari (RACE) | 0.55% | 0.91% | 39.5% | - |
 Goldman Sachs (GS) | 0.41% | 0% | 47.51% | 2/22/2024 |
 Bitcoin (BTC) | 0.39% | 0% | 18.8% | 11/6/2024 |
 Visa (V) | 0.37% | 0% | 24.04% | 2/9/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.36% | 0% | 13.5% | 5/18/2023 |
 DraftKings (DKNG) | 0.35% | 0% | 92.37% | 2/5/2026 |
 AMD (AMD) | 0.34% | 0% | 14.32% | 2/29/2024 |
 Alteryx Inc. (AYX) | 0.3% | 0% | 49.21% | 3/21/2024 |
 Teladoc (TDOC) | 0.3% | 0% | 55.65% | 7/2/2024 |
 AUD/JPY (AUDJPY) | 0.3% | 0.88% | 7.32% | - |
 Alibaba (BABA) | 0.29% | 0% | 54.32% | 6/11/2024 |
 Palantir (PLTR) | 0.28% | 1.07% | 68.2% | - |
 Mastercard (MA) | 0.24% | 0% | 24.04% | 2/9/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.22% | 0% | 6.12% | 8/24/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.19% | 0% | 10.28% | 5/12/2026 |
 Sandisk Corp/DE (SNDK) | 0.19% | 4.09% | 7.57% | - |
 SolarEdge (SEDG) | 0.17% | 0% | 55.65% | 7/2/2024 |
 MercadoLibre (MELI) | 0.14% | 0% | 50.09% | 4/4/2024 |
 Ethereum (ETH) | 0.09% | 0% | 4.54% | 6/3/2024 |
 Dogecoin (DOGE) | 0.07% | 0% | 47.51% | 2/22/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.05% | 0% | 5.99% | 8/22/2024 |
 EUR/JPY (EURJPY) | 0.05% | 0% | 1.7% | 2/24/2026 |
 Supermicro (SMCI) | 0.04% | 0% | 1.45% | 3/11/2024 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.04% | 0% | 4.67% | 3/27/2026 |
 Zoom (ZM) | 0.02% | 0% | 2.9% | 2/15/2022 |
 Nio (NIO) | 0.01% | 0% | 2.9% | 2/15/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 1.83% | 3/14/2024 |
 Lemonade (LMND) | 0.01% | 0% | 2.9% | 2/15/2022 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.19% | 2/11/2026 |
 Netflix (NFLX) | 0% | 0% | 0.57% | 2/2/2022 |
 EUR/USD (EURUSD) | 0% | 0% | 0.44% | 1/11/2024 |
 CHF/JPY (CHFJPY) | 0% | 0% | 0.06% | 2/6/2026 |
 iShares MSCI South Korea ETF (EWY) | 0% | 1.23% | 0.06% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Costco (COST) | 22.26% | 29.76% |
| NVIDIA (NVDA) | 14.59% | 19.22% |
| Microsoft (MSFT) | 13.37% | 12.94% |
| Eli Lilly (LLY) | 9.32% | 9.22% |
| LVMH (MC.PA) | 4.52% | 2.93% |
| Crowdstrike (CRWD) | 2.41% | 2.68% |
| ProShares UltraPro QQQ (TQQQ) | 2.51% | 1.96% |
| Palantir (PLTR) | 1.87% | 1.53% |
| ASML (ASML) | 1.73% | 1.53% |
| Ferrari (RACE) | 1.69% | 1.06% |
| Block Inc. (XYZ) | 2.7% | 0.62% |
| Disney (DIS) | 1.16% | 0.59% |
| DraftKings (DKNG) | 0.77% | 0.33% |
| Nike (NKE) | 0.77% | 0.27% |
Cash & Instruments Over Time
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