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Portfolio Diversification
Range
Most Diversified
36 instruments
January 25, 2022
Least Diversified
14 instruments
October 24, 2025
Average
24.2 instruments
Most Consistent Holdings
Top 5
MSFT100%
NKE100%
COST100%
DIS97.99%
XYZ97.99%
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) | 29.7% | 22.08% | 100% | - |
| Microsoft (MSFT) | 10.1% | 11.1% | 100% | - |
 NVIDIA (NVDA) | 7.94% | 18.59% | 90.63% | - |
 Invesco QQQ (QQQ) | 4.46% | 0% | 53.01% | 4/2/2024 |
 ASML (ASML) | 3.81% | 1.88% | 90.7% | - |
 Eli Lilly (LLY) | 3.69% | 8.62% | 53.08% | - |
 Apple (AAPL) | 3.38% | 0% | 47.05% | 1/3/2024 |
 TSMC (TSM) | 2.88% | 7.67% | 54.82% | - |
 Amazon (AMZN) | 2.33% | 0% | 50.4% | 2/22/2024 |
 LVMH (MC.PA) | 1.96% | 2.27% | 66.47% | - |
 Crowdstrike (CRWD) | 1.84% | 0% | 88.96% | 1/29/2026 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 1.83% | 0% | 31.79% | 12/3/2025 |
 Micron (MU) | 1.48% | 0% | 45.98% | 10/23/2025 |
 Citi (C) | 1.3% | 0% | 56.69% | 5/27/2024 |
 Tesla (TSLA) | 1.17% | 1.15% | 68.07% | - |
 iShares MSCI India ETF (INDA) | 1.08% | 0% | 27.58% | 7/10/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.07% | 0% | 20.08% | 9/19/2024 |
 Lam Research (LRCX) | 1.05% | 0% | 33.67% | 6/13/2023 |
 Meta (META) | 1.01% | 0% | 46.65% | 12/28/2023 |
 JPMorgan (JPM) | 0.97% | 0% | 45.98% | 12/18/2023 |
| Block Inc. (XYZ) | 0.97% | 0% | 97.99% | 2/5/2026 |
 Alphabet (GOOG) | 0.91% | 1.91% | 21.49% | - |
 Norwegian Cruise Line (NCLH) | 0.86% | 0% | 93.11% | 11/24/2025 |
 iShares Semiconductor ETF (SOXX) | 0.78% | 0% | 11.98% | 7/10/2024 |
 ARK Innovation ETF (ARKK) | 0.78% | 0% | 67.54% | 11/7/2024 |
| Nike (NKE) | 0.77% | 0.24% | 100% | - |
| Disney (DIS) | 0.76% | 0% | 97.99% | 2/5/2026 |
 Ishares Russell 2000 ETF (IWM) | 0.69% | 0% | 21.22% | 7/11/2024 |
 Ferrari (RACE) | 0.53% | 1.02% | 36.21% | - |
 Goldman Sachs (GS) | 0.43% | 0% | 50.4% | 2/22/2024 |
 Bitcoin (BTC) | 0.42% | 0% | 19.95% | 11/6/2024 |
 Visa (V) | 0.39% | 0% | 25.5% | 2/9/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0.38% | 0% | 14.32% | 5/18/2023 |
 DraftKings (DKNG) | 0.37% | 0% | 97.99% | 2/5/2026 |
 AMD (AMD) | 0.36% | 0% | 15.19% | 2/29/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.36% | 10.08% | 3.88% | - |
 Alteryx Inc. (AYX) | 0.32% | 0% | 52.21% | 3/21/2024 |
 Teladoc (TDOC) | 0.32% | 0% | 59.04% | 7/2/2024 |
 Alibaba (BABA) | 0.31% | 0% | 57.63% | 6/11/2024 |
 Mastercard (MA) | 0.25% | 0% | 25.5% | 2/9/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.23% | 0% | 6.49% | 8/24/2023 |
 Palantir (PLTR) | 0.22% | 1.37% | 66.53% | - |
 SolarEdge (SEDG) | 0.18% | 0% | 59.04% | 7/2/2024 |
 MercadoLibre (MELI) | 0.15% | 0% | 53.15% | 4/4/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.13% | 1.8% | 6.89% | - |
 Ethereum (ETH) | 0.09% | 0% | 4.82% | 6/3/2024 |
 Dogecoin (DOGE) | 0.08% | 0% | 50.4% | 2/22/2024 |
 AUD/JPY (AUDJPY) | 0.07% | 7.2% | 1.94% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.05% | 0% | 6.36% | 8/22/2024 |
 EUR/JPY (EURJPY) | 0.05% | 0% | 1.81% | 2/24/2026 |
 Supermicro (SMCI) | 0.04% | 0% | 1.54% | 3/11/2024 |
 Sandisk Corp/DE (SNDK) | 0.04% | 1.53% | 2.48% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.04% | 0.48% | 3.61% | - |
 Zoom (ZM) | 0.02% | 0% | 3.08% | 2/15/2022 |
 Nio (NIO) | 0.01% | 0% | 3.08% | 2/15/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 1.94% | 3/14/2024 |
 Lemonade (LMND) | 0.01% | 0% | 3.08% | 2/15/2022 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.2% | 2/11/2026 |
 Netflix (NFLX) | 0% | 0% | 0.6% | 2/2/2022 |
 EUR/USD (EURUSD) | 0% | 0% | 0.47% | 1/11/2024 |
 CHF/JPY (CHFJPY) | 0% | 0% | 0.07% | 2/6/2026 |
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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