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Portfolio Diversification
Range
Most Diversified
19 instruments
November 13, 2024
Least Diversified
15 instruments
January 2, 2023
Average
17.3 instruments
Most Consistent Holdings
Top 5
META100%
ADBE100%
SPY100%
EDU100%
NIO100%
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) | 18.64% | 24.41% | 100% | - |
 AI-Revolution | 16.56% | 26.21% | 82.02% | - |
 Bitcoin (BTC) | 15.57% | 15.68% | 100% | - |
 Cardano (ADA) | 10.51% | 2.05% | 100% | - |
 Coinbase (COIN) | 6.36% | 0% | 79.24% | 7/11/2025 |
 Build and Build (BNB) | 4.6% | 0% | 17.9% | 7/29/2023 |
 Private-Equity | 4.47% | 10.8% | 40.31% | - |
| Nio (NIO) | 3.79% | 2.35% | 100% | - |
| State Street SPDR S&P 500 ETF (SPY) | 3.66% | 4.29% | 100% | - |
| Adobe (ADBE) | 3.17% | 1.79% | 100% | - |
 IOTA (MIOTA) | 2.85% | 0.87% | 100% | - |
 TRON (TRX) | 1.87% | 3.12% | 100% | - |
| New Oriental (EDU) | 1.58% | 1.3% | 100% | - |
 KKR (KKR) | 1.38% | 1.45% | 80.71% | - |
 Tezos (XTZ) | 1.32% | 0.53% | 100% | - |
 Leidos (LDOS) | 1.26% | 3.95% | 41.7% | - |
 Eli Lilly (LLY) | 0.97% | 0% | 25.02% | 11/18/2024 |
 NEO (NEO) | 0.49% | 0.12% | 100% | - |
 FuelCell Energy (FCEL) | 0.34% | 0.06% | 100% | - |
 GE Vernova (GEV) | 0.11% | 0.4% | 60.9% | - |
 BioNano (BNGO) | 0.07% | 0% | 58.04% | 11/9/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 0.78% | 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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