Portfolio Diversification
Range
Most Diversified
27 instruments
November 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
19.9 instruments
Most Consistent Holdings
Top 5
BRK.B99.91%
LI95.23%
ADBE92.58%
NVR82.77%
PTC82.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.24% | 7.14% | 99.91% | - |
 Bitcoin (BTC) | 8.35% | 12.58% | 72.26% | - |
| Li Auto (LI) | 6.15% | 5.04% | 95.23% | - |
 Thermo Fisher (TMO) | 5.08% | 0% | 60.95% | 7/1/2024 |
 Tesla (TSLA) | 4.9% | 0% | 64.05% | 8/5/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 3.72% | 7.77% | 74.91% | - |
 Visa (V) | 3.68% | 7.22% | 80.3% | - |
 Netflix (NFLX) | 3.67% | 0% | 73.76% | 11/21/2024 |
 Maxar Technologies Inc (MAXR) | 3.5% | 0% | 19.7% | 5/8/2023 |
| Adobe (ADBE) | 3.06% | 3.41% | 92.58% | - |
| NVR (NVR) | 2.91% | 3.7% | 82.77% | - |
 Intuitive Surgical (ISRG) | 2.78% | 4.45% | 66.61% | - |
 PayPal (PYPL) | 2.77% | 4.49% | 66.61% | - |
| PTC (PTC) | 2.7% | 5.64% | 82.69% | - |
 Thales (HO.PA) | 2.55% | 0% | 52.21% | 4/4/2025 |
 Microsoft (MSFT) | 2.51% | 6.97% | 45.05% | - |
 Synopsys (SNPS) | 2.34% | 5.89% | 45.05% | - |
 NVIDIA (NVDA) | 1.97% | 0% | 49.65% | 4/19/2024 |
 Roblox (RBLX) | 1.92% | 0% | 45.05% | 1/2/2024 |
 Datadog (DDOG) | 1.76% | 5.28% | 39.4% | - |
 Axcelis (ACLS) | 1.66% | 3.68% | 58.22% | - |
 Alibaba (BABA) | 1.65% | 2.04% | 79.59% | - |
 ANSYS (ANSS) | 1.57% | 0% | 34.89% | 4/19/2024 |
 Arista (ANET) | 1.47% | 0% | 38.07% | 7/25/2024 |
 Spotify (SPOT) | 1.47% | 0% | 64.22% | 12/18/2024 |
 Salesforce (CRM) | 1.45% | 3.6% | 39.4% | - |
 Micron (MU) | 1.41% | 0% | 44.08% | 8/1/2024 |
 Lithium Americas (LAC) | 1.34% | 0% | 42.23% | 4/19/2024 |
 Repligen (RGEN) | 1.32% | 3.14% | 39.4% | - |
 STMicroelectronics (STMMI.MI) | 1.07% | 2.72% | 39.4% | - |
 Applied Materials (AMAT) | 0.96% | 4.41% | 21.91% | - |
 Invesco QQQ (QQQ) | 0.96% | 0% | 16.25% | 8/18/2023 |
 ASM (ASM.NV) | 0.89% | 0% | 20.23% | 1/3/2024 |
 Digital Turbine (APPS) | 0.7% | 0% | 28.45% | 8/17/2023 |
 Fraport (FRA.DE) | 0.66% | 0% | 42.93% | 12/19/2024 |
 Deere (DE) | 0.61% | 0% | 37.37% | 4/19/2024 |
 Palo Alto Networks (PANW) | 0.37% | 0% | 14.4% | 8/5/2024 |
 Lithium Americas Argentina C (LAR) | 0.1% | 0% | 17.4% | 4/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 6.59% | 11.25% |
| Visa (V) | 6.69% | 7.11% |
| Berkshire Hathaway (BRK.B) | 6.69% | 6.8% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 4.97% | 6.27% |
| Microsoft (MSFT) | 6.69% | 5.96% |
| PayPal (PYPL) | 4.97% | 5.83% |
| Datadog (DDOG) | 4.97% | 5.48% |
| Synopsys (SNPS) | 6.69% | 5.37% |
| Intuitive Surgical (ISRG) | 4.97% | 5.35% |
| Thales (HO.PA) | 5.73% | 4.91% |
| Li Auto (LI) | 4.97% | 4.9% |
| PTC (PTC) | 4.97% | 4.71% |
| Salesforce (CRM) | 3.92% | 4.56% |
| Adobe (ADBE) | 4.97% | 3.85% |
| NVR (NVR) | 4.01% | 3.72% |
| Repligen (RGEN) | 3.63% | 3.56% |
| STMicroelectronics (STMMI.MI) | 4.01% | 2.92% |
| Axcelis (ACLS) | 4.87% | 2.61% |
| Alibaba (BABA) | 0.67% | 0.6% |