Portfolio Diversification
Range
Most Diversified
27 instruments
November 25, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20 instruments
Most Consistent Holdings
Top 5
BRK.B99.89%
LI94.06%
NFLX91.86%
ADBE90.76%
SPOT79.98%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since July 12, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.68% | 0% | 99.89% | 2/1/2025 |
 Bitcoin (BTC) | 7.54% | 0% | 65.46% | 2/1/2025 |
 Thermo Fisher (TMO) | 6.33% | 0% | 75.91% | 7/1/2024 |
| Li Auto (LI) | 6.29% | 0% | 94.06% | 2/1/2025 |
 Tesla (TSLA) | 6.1% | 0% | 79.76% | 8/5/2024 |
| Netflix (NFLX) | 4.57% | 0% | 91.86% | 11/21/2024 |
 Maxar Technologies Inc (MAXR) | 4.36% | 0% | 24.53% | 5/8/2023 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 3.01% | 0% | 68.76% | 2/1/2025 |
| Adobe (ADBE) | 2.91% | 0% | 90.76% | 2/1/2025 |
 NVR (NVR) | 2.78% | 0% | 78.55% | 2/1/2025 |
 Visa (V) | 2.69% | 0% | 75.47% | 2/1/2025 |
 Thales (HO.PA) | 2.68% | 0% | 58.31% | 2/1/2025 |
 NVIDIA (NVDA) | 2.45% | 0% | 61.83% | 4/19/2024 |
 Roblox (RBLX) | 2.4% | 0% | 56.11% | 1/2/2024 |
 PayPal (PYPL) | 2.26% | 0% | 58.42% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 2.16% | 0% | 58.42% | 2/1/2025 |
 PTC (PTC) | 2.15% | 0% | 78.44% | 2/1/2025 |
 ANSYS (ANSS) | 1.96% | 0% | 43.45% | 4/19/2024 |
 Arista (ANET) | 1.83% | 0% | 47.41% | 7/25/2024 |
| Spotify (SPOT) | 1.83% | 0% | 79.98% | 12/18/2024 |
 Micron (MU) | 1.76% | 0% | 54.9% | 8/1/2024 |
 Alibaba (BABA) | 1.72% | 0% | 74.59% | 2/1/2025 |
 Lithium Americas (LAC) | 1.66% | 0% | 52.59% | 4/19/2024 |
 Microsoft (MSFT) | 1.55% | 0% | 31.57% | 2/1/2025 |
 Synopsys (SNPS) | 1.48% | 0% | 31.57% | 2/1/2025 |
 Axcelis (ACLS) | 1.4% | 0% | 47.96% | 2/1/2025 |
 Invesco QQQ (QQQ) | 1.19% | 0% | 20.24% | 8/18/2023 |
 ASM (ASM.NV) | 1.11% | 0% | 25.19% | 1/3/2024 |
 Datadog (DDOG) | 1.01% | 0% | 24.53% | 2/1/2025 |
 Digital Turbine (APPS) | 0.87% | 0% | 35.42% | 8/17/2023 |
 Salesforce (CRM) | 0.84% | 0% | 24.53% | 2/1/2025 |
 Fraport (FRA.DE) | 0.82% | 0% | 53.47% | 12/19/2024 |
 Repligen (RGEN) | 0.78% | 0% | 24.53% | 2/1/2025 |
 Deere (DE) | 0.76% | 0% | 46.53% | 4/19/2024 |
 STMicroelectronics (STMMI.MI) | 0.61% | 0% | 24.53% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.46% | 0% | 17.93% | 8/5/2024 |
 Applied Materials (AMAT) | 0.12% | 0% | 2.75% | 2/1/2025 |
 Lithium Americas Argentina C (LAR) | 0.12% | 0% | 21.67% | 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% |