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Portfolio Diversification
Range
Most Diversified
18 instruments
November 30, 2024
Least Diversified
0 instruments
April 4, 2026
Average
11.5 instruments
Most Consistent Holdings
Top 5
VOO91.66%
QQQ91.24%
PDD85.4%
AMZN77.47%
NVDA72.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 18, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 27.84% | 14.38% | 91.66% | - |
 SPDR Portfolio S&P 500 Growth ETF (SPYG) | 9.65% | 11.04% | 63.42% | - |
 Meta (META) | 8.48% | 18.63% | 50.35% | - |
| Amazon (AMZN) | 6.89% | 10.01% | 77.47% | - |
 Microsoft (MSFT) | 6.16% | 8.74% | 58.55% | - |
| PDD Holdings (PDD) | 6.03% | 4.08% | 85.4% | - |
| NVIDIA (NVDA) | 5.62% | 5.47% | 72.04% | - |
| Invesco QQQ (QQQ) | 5.23% | 3.86% | 91.24% | - |
 Alphabet (GOOG) | 2.96% | 0% | 46.18% | 7/18/2025 |
 NetEase (NTES) | 2.59% | 0% | 17.39% | 1/30/2025 |
 Lantheus (LNTH) | 2.43% | 0% | 51.18% | 3/10/2026 |
 Nike (NKE) | 2.08% | 0% | 37% | 6/27/2025 |
 Lululemon (LULU) | 1.64% | 0.66% | 50.49% | - |
 Qualcomm (QCOM) | 1.45% | 0% | 51.18% | 10/27/2025 |
 Oracle (ORCL) | 1.15% | 0% | 25.17% | 6/9/2025 |
 Bitcoin (BTC) | 1.13% | 4.46% | 25.31% | - |
 Occidental (OXY) | 1.05% | 0% | 48.4% | 9/16/2025 |
 Huazhu (HTHT) | 0.81% | 0% | 22.53% | 3/27/2025 |
 DocuSign (DOCU) | 0.71% | 0% | 49.24% | 5/29/2026 |
 ZTO Express (ZTO) | 0.55% | 0% | 52.43% | 10/9/2025 |
 Supermicro (SMCI) | 0.48% | 0% | 20.45% | 7/15/2025 |
 Celsius (CELH) | 0.37% | 0% | 20.31% | 2/21/2025 |
 FedEx (FDX) | 0.31% | 0% | 5.01% | 11/8/2024 |
 UnitedHealth (UNH) | 0.21% | 0% | 8.9% | 9/9/2025 |
 Match Group (MTCH) | 0.15% | 0% | 6.54% | 12/24/2024 |
 Humana (HUM) | 0.15% | 0% | 4.73% | 11/6/2024 |
 Riley Exploration (REPX) | 0.15% | 0% | 4.73% | 11/6/2024 |
 Rigetti (RGTI) | 0.09% | 0% | 4.45% | 3/28/2025 |
 Salesforce (CRM) | 0.06% | 0% | 1.11% | 9/24/2024 |
 Boeing (BA) | 0.04% | 0% | 0.97% | 9/30/2024 |
 Atkore (ATKR) | 0.04% | 0% | 1.67% | 12/2/2024 |
 General Mills (GIS) | 0.03% | 0% | 1.11% | 9/24/2024 |
 PayPal (PYPL) | 0.02% | 0% | 1.11% | 8/13/2024 |
 DexCom (DXCM) | 0.02% | 0% | 1.11% | 8/13/2024 |
 Apple (AAPL) | 0.02% | 0% | 0.56% | 1/27/2025 |
 NuScale Power (SMR) | 0.01% | 0% | 0.56% | 9/27/2024 |
 Walmart (WMT) | 0.01% | 0% | 0.28% | 8/15/2024 |
 PureCycle (PCT.US) | 0% | 0% | 0.14% | 9/24/2024 |
 AMD (AMD) | 0% | 0% | 0.14% | 10/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 28.74% | 26.28% |
| Vanguard S&P 500 ETF (VOO) | 21.34% | 24.17% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 11.46% | 14.56% |
| PDD Holdings (PDD) | 7.82% | 6.55% |
| Lantheus (LNTH) | 5.7% | 5.31% |
| Invesco QQQ (QQQ) | 4.58% | 5.05% |
| Microsoft (MSFT) | 4.02% | 3.75% |
| Lululemon (LULU) | 4.71% | 3.6% |
| Bitcoin (BTC) | 4.04% | 3.55% |
| NVIDIA (NVDA) | 2.97% | 2.92% |
| Amazon (AMZN) | 2.83% | 2.79% |
| DocuSign (DOCU) | 1.69% | 1.39% |
Cash & Instruments Over Time
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