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Portfolio Diversification
Range
Most Diversified
19 instruments
November 13, 2024
Least Diversified
0 instruments
April 4, 2026
Average
17.3 instruments
Most Consistent Holdings
Top 5
META99.68%
ADBE99.68%
SPY99.68%
EDU99.68%
NIO99.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 18.83% | 21.12% | 99.68% | - |
 AI-Revolution | 17.29% | 0% | 82.62% | 6/6/2026 |
 Bitcoin (BTC) | 15.55% | 6.49% | 99.68% | - |
 Cardano (ADA) | 9.86% | 1.1% | 99.68% | - |
 Coinbase (COIN) | 5.89% | 0% | 73.37% | 7/11/2025 |
 Private-Equity | 4.83% | 0% | 44.01% | 6/6/2026 |
 Build and Build (BNB) | 4.26% | 0% | 16.57% | 7/29/2023 |
| Nio (NIO) | 3.7% | 2.26% | 99.68% | - |
| State Street SPDR S&P 500 ETF (SPY) | 3.69% | 4.43% | 99.68% | - |
| Adobe (ADBE) | 3.04% | 1.49% | 99.68% | - |
 IOTA (MIOTA) | 2.69% | 0.57% | 99.68% | - |
 TRON (TRX) | 1.97% | 3.34% | 99.68% | - |
| New Oriental (EDU) | 1.55% | 0.45% | 99.68% | - |
 Leidos (LDOS) | 1.39% | 2.61% | 45.7% | - |
 KKR (KKR) | 1.38% | 1.39% | 81.82% | - |
 Tezos (XTZ) | 1.26% | 0.33% | 99.68% | - |
 Eli Lilly (LLY) | 0.89% | 0% | 23.17% | 11/18/2024 |
 NEO (NEO) | 0.46% | 0% | 99.6% | 6/6/2026 |
 FuelCell Energy (FCEL) | 0.32% | 0.14% | 99.68% | - |
 GE Vernova (GEV) | 0.13% | 0.44% | 63.48% | - |
 BioNano (BNGO) | 0.07% | 0% | 53.74% | 11/9/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 0.72% | 8/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AI-Revolution | 16.76% | 24.62% |
| Meta (META) | 5.44% | 22.45% |
| Bitcoin (BTC) | 7.76% | 18.1% |
| Private-Equity | 13.65% | 12.23% |
| State Street SPDR S&P 500 ETF (SPY) | 2.72% | 3.9% |
| Leidos (LDOS) | 3.83% | 3.61% |
| TRON (TRX) | 1.36% | 2.8% |
| Cardano (ADA) | 7.17% | 2.36% |
| Nio (NIO) | 17.42% | 2.25% |
| Adobe (ADBE) | 2.72% | 1.98% |
| KKR (KKR) | 0.9% | 1.81% |
| New Oriental (EDU) | 3.81% | 1.21% |
| IOTA (MIOTA) | 4.9% | 0.98% |
| Tezos (XTZ) | 3.84% | 0.64% |
| GE Vernova (GEV) | 0% | 0.29% |
| NEO (NEO) | 1.36% | 0.15% |
| FuelCell Energy (FCEL) | 4% | 0.06% |
| BioNano (BNGO) | 2.18% | 0% |
Cash & Instruments Over Time
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